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Day Two

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Day Two

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7:00am - 8:30am90 mins
Breakfast Workshop 1 - Location: Regency Ballroom
Breakfast Workshop: Women in ETFs "The Essential Leader Toolkit
  • Amy Jen Su, Author: The Leader You Want to be: Five Essential Principles to Bring Out Your Best Self'
9:00am - 9:05am5 mins
Main Session
Welcome to Inside ETFs 2020
  • John Swolfs - CEO, Inside ETFs
9:05am - 9:10am5 mins
Main Session
Chairperson Remarks
  • Thomas Rampulla - Managing Director & Head of Financial Advisor Services, Vanguard
9:10am - 9:40am30 mins
Main Session
Opening Keynote Address: The End of the New Normal.
  • Joe Davis, Ph.D. - Global Chief Economist & Head of Investment Strategy Group, Vanguard
9:40am - 10:40am60 mins
Main Session
Future Forward: The Next Wave of ETF Investing
  • Rachel Evans - Head of ETF coverage, Bloomberg News
  • Dan Draper - Managing Director and Global Head of ETFs, Invesco
  • Robert Hughes - Global Head of Nasdaq Investment Solutions, Nasdaq Global Information Services
  • Luke Oliver - Head of Index Investing, Americas, DWS Distributors, Inc.
  • Ed Rosenberg - Senior Vice President, Head of ETFs, American Century Investments
  • Sanjay Arya - Head of Morningstar Indexes, Morningstar
  • Sue Thompson - Head of SPDR® Americas Distribution, State Street Global Advisors
10:40am - 11:20am40 mins
Main Session
Networking Break + ETF Launchpad
  • Jay McAndrew - Vice President, National Sales Manager, Columbia Threadneedle Investments
  • William Rhind - Founder & CEO, GraniteShares
  • Chris Buck - Head of Sales & Capital Markets / Partner, ROBO Global
  • Andrew Beer - Founder and Managing Member, Dynamic Beta Investments
11:20am - 11:50am30 mins
Main Session
State of the ETF Union.
  • Matt Hougan - Chairman, Inside ETFs
  • Dave Nadig - CIO, ETF Trends, ETF Trends
11:50am - 12:10pm20 mins
Main Session
The New Direxion – The Evolution of Precision Investing 10 Questions in 20 Minutes
  • Robert Nestor - President, Direxion
  • John Swolfs - CEO, Inside ETFs
12:10pm - 1:00pm50 mins
Main Session
Recession, Rate Cuts & Low Growth Environment: Time to Get Active?
  • Bob Pisani - 'On-Air Stocks' Editor, CNBC
  • Brendan Ahern - Chief Investment Officer, KraneShares
  • Sonal Desai - Executive Vice President & Chief Investment Officer, Franklin Templeton Fixed Income, Franklin Templeton
  • Anne Mathias - Global Rates & Foreign Currency Senior Strategist, Fixed Income, Vanguard
  • Emily Roland - Co-Chief Investment Strategist, John Hancock Investment Management
  • Robert Carey - Chief Market Strategist, First Trust Portfolios L.P
1:05pm - 2:05pm60 mins
Lunch & Learns: Grand Ballroom
  • Jay McAndrew - Vice President, National Sales Manager, Columbia Threadneedle Investments
  • Paul Ma - Vice President, Lead Portfolio Strategist, Fidelity Investments
  • John Davi - Founder & Chief Investment Officer, Astoria Portfolio Advisors
  • Perth Tolle - Founder of Life + Liberty Indexes, Life + Liberty Indexes
2:05pm - 2:45pm40 mins
Track B - Location: Regency 2
Liquid Alternatives, Your Portfolio & the Future: What You Need to Know
  • Vance Barse - Founder and Wealth Strategist, Your Dedicated Fiduciary
  • Bill DeRoche - Chief Investment Officer & Head of AGFiQ Alternative Strategies, AGF Investments
  • Phil Huber - CIO, Huber Financial Advisors
  • Shana Sissel - Director of Investment Due Diligence & Senior Portfolio Manager, Orion Advisor Solutions
2:05pm - 2:45pm40 mins
Track A - Location: Regency 1
Thematic ETFs: The Next Stage in ETF Evolution
  • Cinthia Murphy - Managing Editor, ETF.com
  • Aashu Virmani - CMO & EVP Sales, Fuzzy Logix
  • Jay Gragnani - Head of Research and Client Engagement, Nasdaq Dorsey Wright
  • Robert Schein - Managing Director, Partner, HighTower- Blanke Schein Wealth Management
  • Steve Sachs - Global Head of ETF Capital Markets, GSAM ETFs, Goldman Sachs
2:05pm - 2:45pm40 mins
Track C - Location: Regency 3
ESG ETFs: A Modern Day Approach to Managing Risk
  • Rochelle (Shelly) Antoniewicz - Senior Director, Industry and Financial Analysis, Investment Company Institute
  • Jordan Farris - Head of ETF Product Development, Nuveen
  • Mona Naqvi - Senior Director, Product Management ESG Indices, S&P Dow Jones Indices
  • Nathalie Wallace - Global Head of ESG Investment Strategy, State Street Global Advisors
  • Robert Bush - Director, DWS Research Institute, DWS
2:05pm - 2:45pm40 mins
Track D - Location: Atlantic 3
Factors & Fixed Income: The Revolution Continues
  • Malik Sarwar - CEO, K2 Leaders
  • Clayton Fresk - Portfolio Manager, Stadion Money Management
  • Eric Isenberg - Executive Director, Head of Fixed Income Portfolio Management for Quantitative Beta Strategies, JP Morgan Asset Management
  • JR Rieger - Bond Market Author, Speaker, and Owner, Rieger Report LLC
  • Kim Escue - Senior Portfolio Manager, Stringer Asset Management, LLC
2:05pm - 2:45pm40 mins
Peer-to-Peer - Location: Atlantic 2
Why Your Custodian Matters More than You Think
  • Lara Crigger - Sr. Staff Writter, ETF.com
  • Frank Koudelka - Senior Vice President and Global ETF Product Specialist, State Street Global Services
  • Joe Rappa - Director, ETF Product Development, Custody and Fund Services, Citi
  • Josh Jacobs - Executive Director, J.P. Morgan
2:05pm - 2:45pm40 mins
Advisor Accelerator - Location: Atlantic 1
Finding Riches in Niches – How Target Marketing can Empower Growth
  • Kristen Luke - President, Kaleido Creative Studio
  • Cathy Curtis - Founder, Curtis Financial Planning, LLC
  • Stephanie Sammons - Founder, Sammons Wealth Management LLC
  • Tanya Nichols - Founder & President, Align Financial
2:45pm - 3:25pm40 mins
Track A - Location: Regency 1
Factor Due Diligence: How to Get It Right
  • Lois Gregson - Senior Analyst, FactSet
  • D.J. Tierney - Senior Client Portfolio Strategist, Charles Schwab Investment Management
  • Matthew Bartolini - Head of SPDR® Americas Research, State Street Global Advisors
  • Jason Stoneberg - Senior Director of ETF research and product development, Invesco
  • Todd Rosenbluth - Sr. Director, ETF & Mutual Fund Research, CFRA
2:45pm - 3:25pm40 mins
Track D - Location: Atlantic 3
Ideas Beyond the FAANGS: Understanding Tech’s Subsectors
  • David Armstrong - Editor-in-chief and Executive Director of Content, Wealthmanagement.com
  • Matthew Moberg - Vice President and Portfolio Manager, Franklin Equity Group, Franklin Templeton
  • Stephen Weiss - Chief Investment Officer and Managing Partner, Short Hills Capital Partners LLC
  • Vito Sciaraffia - Chief Investment Officer, Innealta Capital
2:45pm - 3:25pm40 mins
Track B - Location: Regency 2
MLPs, Energy, and Infrastructure - The True Diversifiers
  • Stacey Morris - Director of Research, Alerian
  • Jeff Saut - Chief Market Strategist and Advisory Board Member, Capital Wealth Planning
  • Drew Voros - Editor-in-Chief, ETF.com
2:45pm - 3:25pm40 mins
Peer-to-Peer - Location: Atlantic 2
Redefining Your Value as an Advisor
  • Sheryl Brown - CEO,, Females and Finance, LLC
  • Angela Moore - Financial Planner/Money Coach, Modern Money Advisor
  • Bill Simonet - CERTIFIED FINANCIAL PLANNER, Simonet Financial Group, LLC
  • Stoy Hall - Senior Wealth Advisor, Majors & Mondragon, LLC
2:45pm - 3:25pm40 mins
Track C - Location: Regency 3
Emerging Markets: Still a Viable Option for 2020?
  • Sumit Roy - Analyst, ETF.com
  • David Garff - President & CIO, Accuvest Global Advisors
  • Dodd Kittsley - National Director, Davis Advisors
  • Linda Zhang - Founder, Pureview Investments
  • Perth Tolle - Founder of Life + Liberty Indexes, Life + Liberty Indexes
2:45pm - 3:25pm40 mins
Advisor Accelerator - Location: Atlantic 1
Own your alpha: Advisor perspectives on how to become indispensable to clients
  • Mike DiJoseph - Senior Advice Strategist, Vanguard
  • Kathleen S. Parks - Senior Financial Advisor, Apella Capital
  • Matt Westfall - Portfolio Manager, ARGI
  • Walt Nockett - Director, Portfolio Advisor, Sullivan Bruyette Speros & Blayney (SBSB)
3:25pm - 4:00pm35 mins
Networking Break + Exhibit Hall Content
  • Phil Bak - Chief Executive Officer, Exponential ETFs
  • Stuart Blake - Business Development Manager, Savvy Investor
4:00pm - 4:30pm30 mins
Main Session
The Power of Inclusion & Equality: A New Approach to ETFs
  • Jim Wiandt - President, SparkNetwork.com
  • Barney Frank - Former U.S. Congressman (1981-2013), LGBTQ Loyalty Board Member
  • Billy Bean - Vice President & Special Assistant to the Commissioner, Major League Baseball, LGBTQ Loyalty Board Member
  • Nicole Douillet - Founder and Principal,, Crescita
4:30pm - 5:20pm50 mins
Main Session
New Approaches & New Solutions: Rethinking Bond Investing
  • Annie Massa - Investing Reporter, Bloomberg News
  • Jason Bloom - SENIOR DIRECTOR OF GLOBAL MACRO ETF STRATEGY, Invesco
  • Michael Arone - Chief Investment Strategist for the SPDR® Americas Business, State Street Global Advisors
  • Mark Lindbloom - Portfolio Manager, Western Asset Management Company
  • Priscilla Hancock - Managing Director, Head of the Fixed Income Insights Team, JP Morgan Asset Management
5:20pm - 6:00pm40 mins
Main Session
Closing Keynote: Alpha Girls – Raise Your Voice
  • Barry Ritholtz - Chairman & CIO, Ritholtz Wealth Management
  • Julian Guthrie - Founder of Alpha Girls Institute, Alpha Girls
  • Magdalena Yesil - Co-founder and Exec Chair, Alpha Girls
6:00pm - 7:00pm60 mins
Monday Night Reception
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