The Forum has been approved by the CFP Board & IMCA for 8 CFP/CIMA/CPWA CE Credits
 
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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:

  • Kristine Delano, Managing Director – Navigate Fund Solutions LLC
  • Robert Forsyth, Senior Business Development Manager  State Street Global Advisors
  • Dominic Maister, Head of iShares ETF Due Diligence BlackRock
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
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
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
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
LUNCHEON & KEYNOTE ADDRESS
12:40PM - 2:00PM
KEYNOTE ADDRESS
Richard Bernstein
CEO/CIO
Richard Bernstein Advisors LLC
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
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
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
5:00PM - 6:00PM
COCKTAIL RECEPTION





EVENT ADVISORY BOARD


Distinguished ETF industry experts

Dennis Emanuel
Director of ETF & Closed End Fund Strategy
ALPS Portfolio Solutions
Deborah Fuhr
Managing Partner, Co-Founder
ETFGI
Ravi Goutam
Managing Director, Head of Products for iShares
BlackRock
Ogden Hammond
Executive Director, Head of ETF Strategy & Business Development
J.P. Morgan Asset Management
Kevin Quigg
Global Head of ETF Sales Strategy
State Street Global Advisors
   









                             


                                 


                                 



















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