2nd Annual ETFGI Global ETFs Insights Summit - ESG & ACTIVE ETFs Trends

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 AGENDA

*Please note that all times listed are Eastern Daylight Time Zone.

Wednesday, March 23, 2022  

  

  • 8am – 8.30am Exhibit Hall and Networking  

  

  • 8:30am - 8:50am Overview of ESG ETF Landscape – ETFGI Research   

Deborah Fuhr, Founder, Managing Partner, ETFGI  

  

  • 8:50am – 9:15am ESG Regulatory Issues Impacting Investors in Asia Pacific  

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI   

Melody He, Deputy CEO, CSOP Asset Management 

Keri Riemer, Of Counsel, K&L Gates LLP  

 

  • 9:15am – 9:25am ESG Regulatory Issues Impacting Investors in the United Kingdom 

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI 

Keri Riemer, Of Counsel, K&L Gates LLP 

  

  • 9:25am – 9:55am ESG Regulatory Issues Impacting Investors in Europe 

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI 

Elizabeth Gillam, Head of EU Government Relations and Public Policy, Invesco   

Henrietta De Salis, Partner, Willkie Farr & Gallagher LLP  

  

  • 9:55am – 10:25am Overview of The ESG Benchmark Regulatory Landscape   

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI 

Alex Matturri, Member Board of Directors CBOE Global Markets, Retired CEO S&P Dow  
Jones Indices  

Rick Redding, CEO, Index Industry Association   

 

  • 10:25am – 10:45am Networking Break 

  • 10:45am – 11:25am ESG Reporting and Disclosure   

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI 

Boris Couteaux, VP, Business and Product Development, Impak Finance  

Lisa Remke, Deputy Coordinator, Sustainable Stock Exchanges Initiative, United Nations  
(UNCTAD) 

Ken Zockoll, CEO, Spatial Risk Systems 

 

  • 11:25am – 11:55am How to Incorporate ESG Data Into Investment Decisions   

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI 

Hernando Cortina, Head of Index Strategy, ISS ESG 

Diana van Maasdijk, Co-Founder & Executive Director, Equileap  

  

  • 11:55am – 12:15pm ESG Integration for Fixed Income Portfolios  

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI 

Jon Maier, CIO, Global X   

  

  • 12:15pm – 12:55pm How Investors are Implementing ESG in Their Portfolios  

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI 

Richard Flax, CIO, Moneyfarm   

Kevin Mahn, President and Chief Investment Officer, Hennion & Walsh Asset Management 

Mark Northway, Investment Manager, Sparrows Capital 

    

Thursday, March 24, 2022  

  

  • 8:30am – 9am  ESG and Crypto Investing   

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI 

Tim Bevan, Co-Founder & CEO, ETC Group

Tobin McComas, Vice President, Development & Member Services, Chamber of Digital  
Commerce  

  

  • 9:00am – 9:20pm ESG & Active ETFs Regulatory Issues Impacting Investors in the United States   

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI 

Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP 

  

  • 9:20am – 9:50am Overview of Active ETF Landscape – ETFGI Research  

Deborah Fuhr, Founder, Managing Partner, ETFGI  

 

  • 9:50am – 10:20am How are Active ETFs Evolving   

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI 
Naomi DePina, ETF Sales & Trading GTS
Justin Lowry, President & CIO, Global Beta Advisors

  

  • 10:20am – 10:40am Networking Break 

 

  • 10:40am – 11:00am How Investors are Using AI and Direct Indexing  

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI 

Christian Kronseder, CEO, ALLINDEX  

 

  • 11:00am – 11:30am Active and ESG ETF Trends in the ETF Industry  

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI  

Matteo Andreetto, Head of SPDR ETF Business, EMEA, SSGA

Aude Martin, Senior ETF Investment Specialist LGIM, Legal & General Investment  
Management  

 

  • 11:30am – 11:55am The Evolution of ESG Data and Indices 

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI  

Margaret Dorn, Head of ESG Indices, North America, S&P Dow Jones Indices

 

  • 11:55am – 12:15pm Women in ETFs Session: The Pathway to Inclusive Investments   

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI  

Stephanie Pierce, CEO of Dreyfus, Mellon and ETFs, BNY Mellon Investment Management