If you were registered for the event, log into your account on the ETFGI website. If you do not have an account, please Register here.
If you were not registered for the conference, please contact ETFGI to request access to this exclusive content.
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
