In person
Register now to join us at our 7th Annual ETFGI Global ETFs Insights Summit - United States, taking place on September 29th in New York City.
The summit is designed as an educational event for financial advisors and institutional investors in the United States. Industry leaders from issuers, regulators, investors, exchanges, and trading firms will share insights on the selection, use and trading of ETFs, including active, virtual assets, market structure, regulations, novel ETFs, tokenisation, prediction markets and technological advancements shaping ETF innovation and usage.
Register now to join us to meet, network with and hear from industry leaders across the region.
Preliminary agenda, additional speakers will be announced shortly.
📅 29 September 2026 | New York City
(*Please note that all times listed are ET)
8.15 AM - 9:00 AM Registration & Networking Coffee
9.00 AM - 9.10 AM Welcome Remarks
9.10 AM - 9.40 AM ETF Industry Trends - ETFGI Research
Speaker: Deborah Fuhr, Managing Partner & Founder, ETFGI
9.40 AM - 10.10 AM Hot Regulatory Topics
Richard Vagnoni, Senior Economist, FINRA
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI
10.10 AM – 10.50 AM ETF Share Classes, 351 Conversions and the Future of Mutual Funds
Edward B. Baer, Partner, K&L Gates
Richard Malinowski, Co-CEO & General Counsel, Exchange Traded Concepts
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI
10.50 AM – 11.10 AM Networking Coffee Break
11.10 AM – 11.50 AM From Private Markets to Income ETFs and Beyond: The Rise of Novel ETFs
Matt Schwark, Head of Broker Dealer Strategy, State Street Investment Management
Morrison Warren, Partner, Chapman and Cutler
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI
11.50 AM – 12.20 PM Commodities, Precious Metals and Critical Materials in 2026: What's Driving Prices?
Joe Cavatoni, Senior Market Strategist, Americas and Head of Public Policy, US, World Gold Council
Ed Coyne, Senior Managing Partner, Global Sales, Sprott Inc.
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI
12.20 PM – 1.20 PM Networking Lunch Break
1.20 PM - 1.40 PM Indian Capital Markets: Unlocking the Next Wave of Passive Growth
Aniruddha Chatterjee, CEO - NSE Indices, Data and Cogencis, NSE Indices Limited
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI
1.40 PM - 2.20 PM How Investors Are Selecting and Using ETFs
Leah J. Miller, Vice President, Model Portfolio Strategy, BlackRock
Kim Tilley, Managing Director, Head of Investment Solutions, Lazard Asset Management
Richard Tseng, Senior Portfolio Manager, Bank of America Merrill Lynch
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI
2.20 PM – 3.00 PM Understanding the Offshore U.S. ETF Market: Investors, Products, and Opportunities
Monica Camino, Head of US Offshore, Vanguard
Tara O'Reilly, Partner and Head of ETF Strategy, Arthur Cox LLP
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI
3.00 PM – 3.15 PM Networking Coffee Break
3.15 PM – 3.55 PM Tapping into the Opportunity for ETFs in Europe and Beyond
Barry Hurley, Director Business Development, Universal Investment
Ciara O’Leary, Partner, McCann FitzGerald LLP
Paddy Walsh, Head of Commercial – Ireland, CACEIS
Moderator: Deborah Fuhr, Founder & Managing Partner, ETFGI
3.55 PM - 4.35 PM Outlook for the Asset Management and ETF Industry
Alice Taormina, Managing Director and the Head of Strategies Product and Platform
Management, Blackstone
Clair Turketo, Managing Director, Client Solutions, Carne Group
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI
4.35 PM - 5.05 PM Women in ETFs Panel: Managing and Advancing Careers in the ETF Industry
Lauren McCormack Davis, Director of PR and Analyst Relations, DTCC
Aye M. Soe, Head of Equity and Crypto Research and Product Development, CME Group
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI
5.05 PM – 5.10 PM Closing Remarks by Deborah Fuhr, Managing Partner & Founder, ETFGI
5.10 PM – 6.30 PM Networking Drinks – Hosted by Nasdaq
📅Event Date: Tuesday, September 29th
📍Location: The Yale Club, 50 Vanderbilt Ave, New York, NY 10017
⏰ Programme: Full day event from 8.15 AM - 6.30 PM, including a networking drinks reception
🆓Free Registration: For CFA members, buy-side institutional investors, and financial advisors.
📚CPD Credits: Earn educational credits
📋View the agenda, speakers, and topics from last year's successful annual ETFGI Global ETFs Insights Summit - United States here.
Don’t miss this opportunity to explore key trends and network with industry leaders driving the future of ETFs. Register now!
Register to join one or more of our upcoming ETFGI Global ETFs Insights Summits in 2026:
- 7th Annual - United States, September 29th in New York City. Register now.
- 7th Annual - Middle East & GCC, October 20th in Dubai. Early bird expires on September 18th - Register now.
- 7th Annual - Europe & Africa, November 19th in London and November 20th virtual. Early bird expires on October 9th - Register now.
- 8th Annual - Canada, December 8th in Toronto at Borden Ladner Gervais LLP (BLG)'s office. Early bird expires on October 27th - Register now.
Register to join upcoming ETFGI Global ETFs Insights Summits in 2027:
- 8th Annual - Latin America, day 1 in Mexico City and day 2 virtual.
- 8th Annual - Asia Pacific, day 1 in Hong Kong and day 2 virtual.
ETFGI is a leading independent research and consultancy firm with 14 years of experience, recognized for its expertise in subscription research, consulting services, 6 annual regional in person ETFGI Global ETFs Insights Summit events that cover all ETFs listed global on 81 exchanges in 63 countries, and ETF TV, covering global ETF industry trends. Interested in subscribing to ETFGI’s research email: contact@etfgi.com
ETF TV (www.ETFtv.net) is an on-demand program that highlights newly launched exchange-traded funds, products, and notes, while exploring the most pressing topics shaping the ETF landscape. Each episode brings together leading voices from across the industry—including issuers, investors, benchmark providers, and traders—to discuss the trends and developments influencing the use and management of exchange-traded products.
Every show features insightful interviews with key market participants, offering expert perspectives on the issues that matter most to the ETF community. ETF TV also offers the opportunity to create sponsored episodes, allowing partners to collaborate with us in producing custom content tailored to their brand and messaging.
If you’re interested in sponsoring or speaking at one of our upcoming ETFGI Global ETFs Insights Summits, subscribing to any of ETFGI’s annual research services (www.ETFGI.com), sponsoring an episode of ETF TV (www.ETFtv.net), exploring our consulting offerings, or if you have any questions, please reach out to us at deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com.