Agenda



This forum has been approved for 6 CFP/CIMA/CPWA CE Credits.  
7:30 AM – 8:00 AM REGISTRATION
MORNING SESSIONS
WEST LOUNGE (1ST FLOOR)
8:00 AM – 8:25 AM
KEYNOTE ADDRESS
"Where is the market headed from here"

Christopher Davis, Portfolio Manager & Chairman – Davis Advisors

 Presentation/PDF
8:25 AM – 9:15 AM ETF Strategies in Today’s Volatile Market Moderator:
Sebastian Mercado, CFA, Director – ETF Strategist – Deutsche Bank Securities Inc.
 
Panelists:
9:15 AM – 10:05 AM ETF Trading & Liquidity Moderator:
Giang Bui,  ETP Listings Manager - Bats Global Markets

Panelists:
10:05 AM – 10:55 AM Investing in Commodities Moderator: 
David Perlman, ETF Strategist – UBS

Panelists:
10:55 AM – 11:15 AM COFFEE BREAK
11:15 AM – 12:05 PM Chasing High Yield Moderator:  Tim Seymour, Managing Director – Triogem Asset Management; Panelist – CNBC’s “Fast Money”

Panelists:
12:05 PM – 12:55 PM Actively Managed vs. Smart Beta Panel Moderator:
Alison Williams, Senior Analyst, Global Asset Managers – Bloomberg Intelligence

Panelists:
  • Dodd Kittsley, Director – Davis Advisors
  • Matthew Goulet, VP, Sector Investment Strategy – Fidelity Investments
  • Mo Haghbin, Head of Product, Beta Solutions – OppenheimerFunds, Inc.
12:55 PM – 1:45 PM ETF Outlook Moderator:
Tom Champion, Managing Director – Global Index and Exchange Traded Products Group - NYSE

Panelists:
  • Joanna Gallegos, Managing Director, Head of US Exchange Traded Funds – JP Morgan Asset Management
  • Pwin Tuntasood, CFA, Vice President, Fixed Income Product Strategist - BlackRock
  • David Sharp, ETF Product Manager - Vanguard






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