Join Us Tuesday, September 29, in New York City for the 7th Annual ETFGI Global ETFs Insights Summit | Last Chance to Register!
Press Release
LONDON — September 28, 2026 — The 7th Annual ETFGI Global ETFs Insights Summit – United States will take place on Tuesday, 29 September, at The Yale Club in New York City.
Limited seats remain, and complimentary registration is available for qualifying financial advisers and institutional investors. View the full agenda below and secure your place today.
Designed for investment professionals from RIAs, family offices, private banks, endowments, foundations, pension funds, insurance companies, and asset management firms, the summit will provide practical insights into how the ETF industry is evolving and how investors are utilising ETFs in portfolios today.
Attendees will hear from industry leaders and experts discussing the latest trends, opportunities, product innovation, portfolio construction strategies, and the growing role of ETFs across global markets.
Following the full-day programme, participants are invited to continue the conversation at a networking drinks reception hosted by Nasdaq.
🔗REGISTER NOW to join fellow investment professionals and gain valuable insights into the future of ETFs.
EVENT AGENDA
📅 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
Greg Collett, Managing Director, Trading Solutions, REX Financial
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 DETAILS:
📅Tuesday, September 29th
⏱️ 8:15AM - 6:30 pm ET
🥂 Networking drinks reception hosted by Nasdaq
📍The Yale Club, 50 Vanderbilt Ave, New York, NY 10017, United States
🔗REGISTER NOW
About ETFGI
ETFGI is a leading independent research and consultancy firm covering trends in the global ETFs, ETPs and related ecosystem. ETFGI provides market intelligence, industry research, educational events and strategic insights to support investors and industry participants worldwide. Through its research and events, ETFGI helps market participants better understand the opportunities and developments shaping the global ETF industry.
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.
- 7th Annual - Middle East & GCC, October 20th in Dubai.
- 7th Annual - Europe & Africa, November 19th in London and November 20th virtual. Early bird expires on Oct 9th.
- 8th Annual - Canada, December 8th in Toronto at Borden Ladner Gervais LLP (BLG)'s office. Early bird expires on Oct 27th.
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.
Contact:
Deborah Fuhr
Managing Partner, Founder
ETFGI
Mobile: +44 777 5823 111
Email: deborah.fuhr@etfgi.com
Web: www.etfgi.com
Connect on:
Deborah Fuhr Twitter | LinkedIn
ETFGI Twitter | LinkedIn | Website
ETFs Network LinkedIn
ETF TV Twitter | LinkedIn | Website
Women in ETFs, Board member and founder
Women in ETFs Twitter | LinkedIn | Website
Disclaimer:
This press release is published by, and remains the copyright of, ETFGI LLP ("ETFGI") or its licensors. The information and data in this press release is for information purposes only. ETFGI makes no warranties or representations regarding the accuracy or completeness of the information contained on this press release.
ETFGI does not offer investment advice or make recommendations regarding investments and nothing in the press release shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. Further, nothing in this press release shall constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any such activity based on information contained in this press release, you do so entirely at your own risk and ETFGI shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result.
ETFGI LLP is a limited liability partnership registered in England and Wales with registered number OC372221. Our registered office is at 7th Floor, York House, 23 Kingsway, London WC2B 6UJ, United Kingdom.