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7:30 AM - 7:55 AM |
REGISTRATION |
MORNING SESSION |
7:55AM - 8:00AM |
Welcome Remarks |
Nicolas Bornozis, President – Capital Link, Inc. |
8:00AM - 8:50AM |
The Evolution of the ETF Marketplace ETF Asset Classes, Active vs Passive, New Product Development |
Moderator: Michael Rawson, CFA, Analyst, Manager Research, Equity Strategies – Morningstar, Inc.
Panelists:
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8:50AM - 9:40AM |
ETF Trading & Liquidity |
Moderator: Robert J. Marrocco, Director, Exchange Traded Products – BATS Global Markets
Panelists:
- Haddon Kirk, Head of ETF Trading – UBS Investment Bank
- Reggie Browne, Senior Managing Director – Cantor Fitzgerald & Co.
- Robert Bernstone, Managing Director and Head of Index/ETF Trading – Credit Suisse
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9:40AM - 10:30AM |
Better Beta? Strategic – Advanced – Smart – Factor Investing or What? |
Moderator: Eric Balchunas, ETF Analyst – Bloomberg
Panelists:
- Paul Baiocchi, Director Sector Investment Strategy – Fidelity Investments
- Ogden Hammond, Executive Director, Head of ETF Strategy & Business Development – J.P. Morgan Asset Mgmt.
- Michael Akins, Senior Vice President, Director of Index Mgmt. – ALPS ETF Trust
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10:30AM - 11:00AM |
Networking Coffee Break |
11:00AM - 11:50AM |
The Evolution of Fixed Income ETFs |
Moderator: Jared Murphy, Managing Director – BlackRock
Panelists:
- Andrew McCollum, Managing Director, Investment Management – Greenwich Associates
- Steve Laipply, Director, Model-Based Fixed Income Portfolio Strategist – BlackRock
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11:50AM - 12:40PM |
The Changing Landscape of the Advisor Practice Adapting to the new wave of advisor – client demographics (robo advisors, transfer of wealth, millennials, women investing) |
Moderator: Chris Dieterich, Funds Editor and Staff Writer – Barron’s
Panelists:
- Jon Maier, Managing Director, Senior Portfolio Manager – Merrill Lynch ETF Model Portfolios
- Brie Williams, Vice President & Head of Practice Management – State Street Global Advisors
- Jon Stinson, Executive Director – Morgan Stanley Wealth Management
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LUNCHEON & KEYNOTE ADDRESS |
12:40PM - 2:00PM |
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AFTERNOON SESSION |
2:20PM - 3:10PM |
Investing Internationally Through ETFs Hedge Vs Unhedged Portfolio Strategies |
Moderator: John F. Duggan, Vice President & Analyst – Morgan Stanley Wealth Management
Panelists:
- Tim Devlin, Executive Director, Global Equities – JP Morgan Asset Mgmt.
- Rod Jones, Head of North America – STOXX Ltd.
- Charles Biderman, Chairman of the Board & Founder – TrimTabs
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3:10PM -4:00PM |
Alternative / Yield Investing Strategies |
Moderator: David Perlman, ETF Strategist – UBS
Panelists:
- Jay Hatfield, President and Co-founder – Infrastructure Capital Advisors, LLC; Portfolio Manager – InfraCap MLP ETF
- Dan Colluccio, National Sales Manager – WBI
- Jeremy Goff, Vice President, Strategic Ventures – Tortoise Index Solutions
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4:00PM - 4:50PM |
ETF Outlook: What’s Next? |
Moderator: Stuart Strauss, Partner – Dechert LLP
Panelists:
- Kevin Quigg, Global Head of ETF Sales Strategy - State Street Global Advisors
- Tom Champion, Managing Director – Global Index and Exchange Traded Products – NYSE
- Deborah Fuhr, Managing Partner, Co-Founder – ETFGI
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5:00PM - 6:00PM |
COCKTAIL RECEPTION |
EVENT ADVISORY BOARD
Distinguished ETF industry experts
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Dennis Emanuel Director of ETF & Closed End Fund Strategy ALPS Portfolio Solutions |
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Deborah Fuhr Managing Partner, Co-Founder ETFGI |
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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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Kevin Quigg Global Head of ETF Sales Strategy State Street Global Advisors |
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