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| 7:30 AM - 7:55 AM |
REGISTRATION & BREAKFAST |
| 7:55 AM - 8:00 AM |
WELCOME REMARKS
Nicolas Bornozis, President - Capital Link, Inc. |
| 8:00 AM - 8:20 AM |
THE EVOLUTION OF THE ETF LANDSCAPE
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| 8:25 AM - 9:05 AM |
INNOVATION IN ETFs
Discuss the different innovative ETF products of 2014 and the future; Smart Beta explained; Alternative vs. Liquid Alternative ETFs; Factor Based Approaches
Moderator:
Deborah Fuhr, Managing Partner, ETFGI LLP
Panelists:
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| 9:10 AM - 9:50 AM |
THE ART OF SUCCESSFUL ETF TRADING
Discuss the different types of investment vehicles in a client’s portfolio; How knowledgeable are clients with the different investment vehicles? How do ETFs fit in?How will ETF regulations impact your business and your clients? What does a successful advisor need to know? How to profile your client
Moderator:
Laura Morrison, SVP, Global Index & Exchange Traded Products - NYSE Euronext
Panelists:
- Reggie Browne, Senior Managing Director - Cantor Fitzgerald & Co.
- Russell Latham, Director - Fidelity Investments
- Stan Ueland, Senior Vice President and Portfolio Manager - First Trust Advisors
- Ryan Szakacs, Vice President, Capital Markets - BlackRock
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| 9:55 AM - 10:35 AM |
USING ETFs IN CLIENT’S PORTFOLIOS
Portfolio Construction & Strategies using ETFs; Discuss the different types of allocator: Strategic Asset, Tactical Asset, and/or Hybrid Asset
Moderator:
Joseph Nelesen, Director, Head of Institutional Product Mgmt & Consulting - iShares
Panelists:
- Ken Bossen, Head of ETF Portfolio Strategy & Due Diligence - State Street Global Advisors
- Bill Miller, Director, iShares Institutional Sales Group - BlackRock
- Jon Maier, Head of ETF Strategy - Bank of America Merrill Lynch
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| 10:40 AM - 11:20 AM |
ETFs & THE EVOLUTION OF INDEXING AND BENCHMARKING
How is the ETF being benchmarked? What is the best benchmark in each area of the market? How is the indexing landscape shifting? How will this have an impact on institutional investors? What are the hidden costs?
Moderator:
Beverly Goodman, Assistant Managing Editor - Barron's
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| 11:20 AM - 11:50 AM |
NETWORKING COFFEE BREAK |
| 11:50 AM - 12:30 PM |
ACCESSING GLOBAL MARKETS THROUGH ETFs
Help your client invest in global markets through ETFs; What are the different international assets ETFs invests in? Understanding currency risks
Moderator:
Michael Jabara, Executive Director, Head of ETF & CEF Research - Morgan Stanley Wealth Management
Panelists:
- Dodd Kittsley, Director, Head of ETF National Accounts & Strategy - Deutsche Asset & Wealth Mgmt
- Christopher Gannatti, CFA, Associate Director of Research - WisdomTree
- Nigel Emmett, Managing Director, Client Portfolio Manager - JP Morgan Asset Mgmt.
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| 12:35 PM - 1:15 PM |
INVESTING FOR YIELD THROUGH ETFs
Moderator:
David Perlman, ETF Strategist - UBS
Panelists:
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| 1:20 PM - 2:00 PM |
COMMODITY ETFs
Moderator:
Eric Balchunas, ETF Analyst - Bloomberg
Panelists:
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| 2:00 PM - 3:00 PM |
NETWORKING LIGHT LUNCH |
EVENT ADVISORY BOARD
Distinguished ETF industry experts
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Reggie Browne
Senior Managing Director,
Cantor Fitzgerald & Co. |
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Deborah A. Fuhr
Partner & Co-founders,
ETFGI LLP |
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Ravi Goutam
Managing Director, Head of Products for iShares
BlackRock |
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Ogden Hammond
Executive Director, Head of ETF Strategy & Business Development
J.P. Morgan Asset Management |
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Dodd Kittsley
Head of ETF National Accounts & Strategy
Deutsche Asset & Wealth Management |
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Kevin Quigg
Global Head of ETF Sales Strategy
State Street Global Advisors |
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Luciano Siracusano III
Chief Investment Strategist
WisdomTree |
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