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This Forum has been accepted for 7 CFP/CIMA/CPWA CE Credits.
Attendance is free of charge for qualified delegates.
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| 7:30 AM - 7:55 AM |
REGISTRATION |
| MORNING SESSIONS – WEST LOUNGE (1st Floor) |
| 8:00 AM - 8:50 AM |
Creating Alpha - Innovation in ETFs |
Moderator:
Matt Hougan, CEO - Inside ETFs
Panelists:
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| 8:50 AM - 9:40 AM |
Changing Landscape of Bond ETFs |
Moderator:
Dave Mazza, Head of ETF & Mutual Fund Research - State Street Global Advisors
Panelists:
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| 9:40 AM - 10:10 AM |
NETWORK & COFFEE BREAK |
| 10:10 AM - 11:00 AM |
ETF Strategies in Today's Volatile Market |
Moderator:
Eric Balchunas, ETF Analyst - Bloomberg Intelligence
Panelists:
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| 11:00 AM - 12:00 PM |
ETF Trading:
Exchanges, Listing of ETFs, and Liquidity |
Moderator:
Beverly Goodman, Assistant Managing Editor - Barron’s
Panelists:
- Ed Rosenberg, Director and Head of ETF Capital Markets & Analytics - Northern Trust's FlexShares
- Dean Kordalis, Managing Director - Cantor Fitzgerald
- Doug Yones, Head of Exchange Traded Products - NYSE
- Bryan Harkins, Executive Vice President, Head of US Markets - Bats Global Markets
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| LUNCHEON & KEYNOTE ADDRESS |
| 12:15 PM - 1:45 PM |
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KEYNOTE ADDRESS
The Future of ETFs: Where Are the Growth Opportunities
Lee Kranefuss
Executive Chairman - Source
Co-Founder - 55 Capital
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| AFTERNOON SESSION |
| 2:00 PM - 3:00 PM |
Smart Beta and Multi Factor ETFs Investing |
Moderator:
Jon Maier, Managing Director, Senior Portfolio Manager – Merrill Lynch ETF Model Portfolios
Panelists:
- Tim Devlin, Managing Director, Global Equities - JP Morgan Asset Management
- Matt Goulet, Vice President, Sector and ETF Investment Strategy - Fidelity Investments
- Lukas Smart, Senior Portfolio Manager and Vice President - Dimensional Fund Advisors
- Brandon Rakszawski, Product Manager - VanEck
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| 3:00 PM - 3:50 PM |
Chasing Yield - MLP ETF Investing |
Moderator:
Christopher Baxter, Vice President - Morgan Stanley
Panelists:
- Jeremy Goff, Director, Strategic Ventures - Tortoise Index Solutions
- Jay Hatfield, President - Infrastructure Capital Advisors; Portfolio Manager - InfraCAP
- Emily Hsieh, CFA, Director of Global Operations - Alerian
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| 3:50 PM - 4:50 PM |
Commodities ETF Investing |
Moderator:
David Perlman, ETF Research - UBS
Panelists:
- Kevin Baum, CFA, CAIA, CIO - USCF
- Trey Reik, Senior Portfolio Manager - Sprott Asset Management USA
- Greg Collett, Director of Investment Product - World Gold Council
- Maxwell Gold, Director, Investment Strategy - ETF Securities
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| 5:00 PM - 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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Ogden Hammond
Executive Director, Head of ETF Strategy & Business Development
J.P. Morgan Asset Management |
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David B. Mazza
Head of ETF Investment Strategy
State Street Global Advisors |
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