This Forum has been accepted for 7 CFP/CIMA/CPWA CE Credits.

Attendance is free of charge for qualified delegates.

 
 
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:

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:

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:

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
LUNCHEON & KEYNOTE ADDRESS
12:15 PM - 1:45 PM
KEYNOTE ADDRESS

The Future of ETFs: Where Are the Growth Opportunities

Lee Kranefuss
Executive Chairman - Source
Co-Founder - 55 Capital
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
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
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
5:00 PM - 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
Ogden Hammond
Executive Director, Head of ETF Strategy & Business Development
J.P. Morgan Asset Management
David B. Mazza
Head of ETF Investment Strategy
State Street Global Advisors









                                 


                                 





























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