Watch the recordings from our 3rd annual ETFGI Global ETFs Insights Summit - United States, Nov 15-16, 2022

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Disclaimer: This event was held under the Chatham House Rule, participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed.

 

NOVEMBER 15, 2022 (DAY 1)
Location: Manhattan Manor, 201 West 52nd Street, New York, NY 10019

 

1. Global Macro Outlook   

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Kristina Hooper, Chief Global Market Strategist, Invesco 

  
2. Hot Regulatory Topics 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Barry Pershkow, Partner, Chapman and Cutler LLP   

Jim Toes, President & CEO, Security Traders Association  

Tiina Vaisanen, Senior Counsel, The Vanguard Group   

  

3. Alternative Income Ideas in a Rising Rates Environment   

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Jason Chen, Senior Research Analyst, DWS Research Institute, DWS Group  

Scott Peng, Founder & CEO, Advocate Capital Management LLC   

  

4. Thematic Outlook for 2023 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Jay Jacobs, U.S. Head of Thematics & Active Equity ETFs, BlackRock 

 

5. Review of ETF industry trends and flows – ETFGI Research 
Deborah Fuhr, 
Founder, Managing Partner, ETFGI  
   

6. Gender Gap in the Wealth Management Industry   

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Lisa Langley, CEO & Founder, Emerge Capital Management 

Patricia Lizarraga, Managing Partner, Hypatia Capital  

 

7. Crypto: Product and User Trends  

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Thomas Conner, Shareholder, VedderPrice 

Annemarie Tierney, Founder and Principal of Liquid Advisors and Senior Strategic Advisor, Chamber of Digital Commerce  

    

8. Investor Trends – Model Portfolios 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Jon Maier, CIO, Global X ETFs 

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

Patrick Shaddow, President, Syntax Indices

 

9. Investor Trends - Proxy Voting 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Will Goodwin, CO-Founder, Tumelo 

Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP

   

10. Outlook for the ETF Industry on 30th Anniversary 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Jim Ross, Chairman, Fusion Acquisition Corp.II & Former EVP, Chairman, Global SPDR Business, SSGA

 

NOVEMBER 16,2022 (DAY 2) VIRTUAL

 

11. Trading Trends and Trading Tools  

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Naomi DePina, ETF Sales Trader, GTS 

Dan Madden, Head of Capital Markets, FlexShares Exchange Traded Funds 

Eric Pollackov, Global Head of ETF Capital Markets, Invesco 

  

12. Trends in Active ETF Products and Users  

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Scott Peng, Founder & CEO, Advocate Capital Management LLC 

Bruce Saltzman, CFA, Head of Americas ETF Capital Markets, State Street Global Advisors SPDR  

 

13. Direct Indexing – What is the Future 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Nate Geraci, President, The ETF Store 

Cinthia Murphy, Director of Research | ETF Think Tank, Tidal Financial Group 

Patrick Shaddow, President, Syntax Indices

Brian Smith, Executive Director, Wealth Strategy Specialist, Eaton Vance Distributors, Inc. 
 

14. Index Development Trends 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

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

Rick Redding, CEO, Index Industry Association 

 

15. Impact of Regulations on Investor Choice 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Brian Higgins, Partner, Dillon Eustace LLP 

Peter Shea, Partner & Co-Head of the ETF Practice, K&L Gates 

 

16. Women in ETFs – Managing Career Transitions  

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Nadine Chakar, Head of State Street Digital, State Street 

Kristi Mitchem, CEO, BMO Global Asset Management