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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.
Fireside Chat with Bryon Lake, Chief Transformation Officer, Goldman Sachs Asset Management
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Bryon Lake, Chief Transformation Officer for the Client Solutions Group in Asset & Wealth Management, Goldman Sachs
Understanding Market Trends and User Behavior in ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Scott Acheychek, COO, REX Financial
Naomi DePina, ETF Sales, GTS
Bruce Saltzman, CFA, Managing Director, Head of Americas ETF Capital Markets, State Street Global Advisors
The Evolution and Future of Active ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Cleo Chang, Chief Investment Solutions Officer, Avantis Investors
Josh Jacobs, Chief Commercial Officer – ETFs, Global Fund Services, U.S. Bank
Barry Pershkow, Partner, Chapman and Cutler LLP
Anita Rausch, Global Head of ETF Capital Markets, AllianceBernstein
Trends and Insights on FINRA’s Role in Shaping ETFs and Their Use
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jim Toes, President & CEO, Security Traders Association
Richard Vagnoni, Senior Economist, FINRA
Hot Regulatory Topics - SEC and the Future of ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Barry Pershkow, Partner, Chapman and Cutler LLP
Rick Redding, CEO, Index Industry Association
Peter Shea, Partner, K&L Gates
Morrison Warren, Co-Chair Investment Management Group, Chapman and Cutler LLP
What’s Next for Digital Asset Tokenization
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Sandy Kaul, Head of Digital Asset and Industry Advisory Services, Franklin Templeton
Ophelia Snyder, Co-Founder and President, 21Shares
Morrison Warren, Co-Chair Investment Management Group, Chapman and Cutler LLP
Emerging Trends in Model Portfolios and Future Opportunities
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Eric Biegeleisen, CFA, Partner, Deputy CIO, 3EDGE Asset Management
Jake M. Gilliam, Managing Director - Head of Portfolio Construction Solutions, Charles Schwab & Co., Inc.
Kim Tilley, Managing Director, Head of Investment Solutions, Lazard Asset Management
International ETF Markets: Regional Insights
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Monica Camino, CFA, Business Development Manager, U.S. Offshore, Vanguard
Jessica Clancy, ETF Strategist, Jane Street
Peter Shea, Partner, K&L Gates
Future Perspectives: Insights from Industry Leaders
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Frank Koudelka, SVP, Global ETF Product, State Street
Amrita Nandakumar, President, Vident Asset Management
Steven Schoenfeld, Chief Executive Officer, MarketVector Indexes
Michael Venuto, Chief Investment Officer, Tidal Financial Group
Future of ETFs: Trends and Analysis by ETFGI
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
You can also register for our 6th Annual ETFGI Global ETFs Insights Summit - Canada – November 27th at Borden Ladner Gervais’s office in Toronto. Register now.
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ETFGI (www.ETFGI.com) has for over 12 years published monthly subscription research reports covering trends in the global ETFs ecosystem, created factsheets for every ETF listed globally, provided consulting services and educational events and ETF TV (www.ETFtv.net).
If you are interested in sponsoring or speaking at any of our upcoming events or have any questions, please contact us deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com.
