The Forum has been approved by the CFP Board & IMCA for 8 CFP/CIMA/CPWA CE Credits
 
CLICK HERE TO VIEW PRESENTATION ARCHIVE
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
   









                             


                                 


                                 



















  ©  Copyright 1996-2024. Capital Link, Inc. All rights reserved.

visit:   www.capitallink.com  |  www.capitallinkshipping.com  |  www.capitallinkgreece.com  |  www.capitallinkfunds.com  |  www.irprofiles.com


Disclaimer & Terms Of Use. The information herein is not an offer to buy or sell any kind of securities nor does it constitute investment advice of any kind. Capital Link does not represent or warrant the accuracy of the information in this site. The user of the site acknowledges that he/she accesses the information at his/her own risk and cannot hold Capital Link liable for any matter in any way. Please read full disclaimer and terms of use.