Thursday , June 22, 2017 - The Metropolitan Club, New York City

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Agenda

This forum has been approved for 6 CFP/CIMA/CPWA CE Credits.

7:30 AM – 8:00 AM	REGISTRATION
MORNING SESSIONS
WEST LOUNGE (1^ST 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 Audio Webcast Video Webcast
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: Kevin McGrath, High Yield Trader & Portfolio Manager – New Jersey Division of Investment Paul Pietranico, CFA, Director, Senior Portfolio Manager – Allianz Global Investors US LLC Doug Sandler, CFA, Chief US Equity Officer – RiverFront Investment Group Jae S. Yoon, CFA, CIO – New York Life Investment Management Audio Webcast Video Webcast
9:15 AM – 10:05 AM	ETF Trading & Liquidity	Moderator: Giang Bui, ETP Listings Manager - Bats Global Markets Panelists: Damon Walvoord, Co-Head, ETF Group – Susquehanna International Group Andrew Swanson, Executive Director – Morgan Stanley Reggie Browne, Senior Managing Director – ETF Group – Cantor Fitzgerald Chris Hempstead, Formerly Head of ETF Sales – KCG Holdings Inc. Audio Webcast Video Webcast
10:05 AM – 10:55 AM	Investing in Commodities	Moderator: David Perlman, ETF Strategist – UBS Panelists: Maxwell Gold, Director, Investment Strategy – ETF Securities Kurt Nelson,Partner – SummerHaven Investment Management Sal Gilbertie, President/CIO – Teucrium Trading Audio Webcast Video Webcast
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: Jay Hatfield, Co-Founder and CEO – Infrastructure Capital Advisors Jeremy Held, CFA, CFP, Director of Research & Investment Strategy – ALPS Portfolio Solutions Colin Ireland, CFA, Vice President – State Street Global Advisors Jon Maier, Executive Vice President, CIO – Global X Management Audio Webcast Video Webcast
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. Audio Webcast Video Webcast
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 Audio Webcast Video Webcast

hedge fund performance