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2021 AGENDA COMING SOON!
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2021 AGENDA COMING SOON!
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6:30am - 8:00am90 mins
3rd Annual Inside ETFs Fun-Run
8:00am - 8:50am50 mins
Breakfast Workshop 1 - Location: Atlantic 1
Breakfast Workshop: Do You Know What Drives Returns in Your Portfolio
- Heather Beamer - Executive Director, U.S. Portfolio Insights Team, JP Morgan Asset Management
- Josh Rogers - Executive Director, Beta Specialist, J.P. Morgan Asset Management
8:00am - 8:50am50 mins
Breakfast Workshop 2 - Location: Regency 2
Breakfast Workshop: Roundtable discussions – Insights from 10 ETF issuers
9:00am - 9:05am5 mins
Main Session
Opening Remarks
- John Swolfs - CEO, Inside ETFs
9:05am - 9:55am50 mins
Main Session
The Non-transparent ETF Revolution & the Inevitable Adoption
- Allison Fumai - Partner, Dechert LLP
- Greg Friedman - Head of ETF Management & Strategy, Fidelity Investments
- Daniel McCabe - CEO, Precidian Investments
- Terry Norman - Founder, Blue Tractor Group, LLC
- Douglas Yones - Head of Exchange Traded Products, NYSE
9:55am - 10:35am40 mins
Main Session
Morning Keynote: Late Cycle Lament
- James Montier - Asset Allocation Team, GMO
10:35am - 11:10am35 mins
Main Session
Networking Break + Exhibit Hall Content
- Michael Cronan - President of ETF Insight, ETF Insight
- Andrew Chanin - Co-Founder, Procure Holdings
- Jeffrey Sardinha - Vice President, State Street Global Services
- Jeremy Senderowicz - Partner, Dechert LLP
- Julia Stoll - Senior Account Executive, MacMillan Sullivan Communications
11:10am - 11:30am20 mins
Main Session
Index Innovation and the Road Ahead: Everything You Need to Know in 10 Questions
- Dave Nadig - CIO, ETF Trends, ETF Trends
- Jayni Kosoff - Managing Director & Head of Fixed Income ETF Sales, FTSE Russell
- Rolf Agather - Managing Director, North America Research, FTSE Russell
11:30am - 12:30pm60 mins
Main Session
Factors … 2025 … Crossing the $3 Trillion Threshold?
- Elisabeth Kashner - Director of ETF Research, FactSet
- Kamal Bhatia - President & CEO, Principal Funds
- Craig Lazzara - Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices
- Ted Lucas - Head of Investment Strategies and Solutions, Hartford Funds
- Antonio Picca - Senior Portfolio Manager & Head of Factor-Based Investing, Vanguard
12:30pm - 1:40pm70 mins
Lunch
Lunch & Networking
1:50pm - 2:30pm40 mins
Track A - Location: Regency 1
How to Stand Out in a World Full of ETF Models
- Caleb Silver - Editor-in-Chief, Investopedia
- John Davi - Founder & Chief Investment Officer, Astoria Portfolio Advisors
- Kim Arthur - Chief Executive Officer & Chief Investment Officer, Main Management LLC
- Matthew Erickson - Senior Portfolio Manager, Polaris Greystone Financial Group, LLC
- Tim Clift - Chief Investment Strategist, Envestnet/PMC
1:50pm - 2:30pm40 mins
Track B - Location: Regency 2
Multifactor ETFs Explored
- Drew Voros - Editor-in-Chief, ETF.com
- Aye Soe - Managing Director, Global Head of Product Management, S&P Dow Jones Indices
- Eric Balchunas - Senior ETF Analyst, Bloomberg Intelligence
- Hamish Seegopaul - Managing Director, Quantitative and Multi-Asset Solutions,, Qontigo
- Lukas Smart - Senior Portfolio Manager and VP, Dimensional Fund Advisors LP
1:50pm - 2:30pm40 mins
Track C - Location: Regency 3
Fixed Income in Uncertain Times
- Cinthia Murphy - Managing Editor, ETF.com
- Elizabeth Marchetti - Investment Director, WST Capital Management
- Jeremiah Charles - Senior Vice President, First Trust Portfolios L.P.
- Matt Collins - Head of ETFs, PGIM Investments
- Nancy Davis - Founder & CIO Quadratic, Quadratic Capital Management LLC
1:50pm - 2:30pm40 mins
Track D - Location: Atlantic 3
Alpha for 2020: 4 Big Ideas
- Sumit Roy - Analyst, ETF.com
- Adam Grossman - Global Equity CIO, Riverfront
- Jay Pelosky - Co Founder & Chief Investment Officer, TPW Investment Management
- Sandra Testani - Director of Product Management, Alternatives and ETFs, American Century
- Saumen Chattopadhyay - Senior Vice President, Investment Platform, Carson Group
1:50pm - 2:30pm40 mins
Peer-to-Peer - Location: Atlantic 2
How You Really Should Get Paid
- Nate Geraci - President, The ETF Store, Inc.
- Casey Smith - Owner & President, Wiser Wealth Management
- Joshua Brown - CEO, Ritholtz Wealth Management
- Nina O'Neal - Partner & Investment Advisor, Archer Investment Management
1:50pm - 2:30pm40 mins
Advisor Accelerator - Location: Atlantic 1
Direct Indexing Explained - What You Need to Know
- Diana Britton - Managing Editor, WealthManagement.com
- James Gardiner - Co-Founder & COO, TPW Investment Management
- Joe Smith - Co-Founder & Chief Investment Officer, Parti Pris Investment Partners
- Jeffrey Brown - Director – Institutional Portfolio Manager, Parametric
2:30pm - 3:10pm40 mins
Track A - Location: Regency 1
ETFs: a Cure for the Variable Annuity Blues?
- Aymeric Kalife - CEO and Founder, iDigital Partner
2:30pm - 3:10pm40 mins
Track B - Location: Regency 2
Dividend & Income: You Need It, We Have It
- Joe Anthony - President, Gregory FCA
- Joe Kairen - Head of Strategy and Volatility Indices, S&P Dow Jones Indices
- Paul Nolte - Senior VP, Kingsview Wealth Management
- Vince Lowry - CEO, Global Beta Advisors
- Ben Johnson - Director of Global ETF Research, Morningstar
2:30pm - 3:10pm40 mins
Track C - Location: Regency 3
Building a Defensive Portfolio
- Jillian DelSignore, Women in ETFs (WE) Board member
- Eric Biegeleisen - Managing Director, Research, 3EDGE Asset Management
- Ed Lopez - Head of ETF Product, VanEck
- Kevin Mahn - President & Chief Investment Officer, Hennion & Walsh Asset Management
- Manish Khatta - President and Chief Investment Officer, Potomac Fund Management, Inc.
2:30pm - 3:10pm40 mins
Track D - Location: Atlantic 3
Factor Strategies for the Road Ahead
- Daniil Shapiro - Associate Director, Product Development, CERULLI ASSOCIATES
- Jeffrey Schwarte - Portfolio Manager, Principal Global Investors
- Mark Carver - Managing Director & Global Head of Factor Index Products, MSCI
- Sam Huszczo - Founder, SGH Wealth Management
- Scott Chronert - Managing Director and Global Head of ETF Research, Citi
2:30pm - 3:10pm40 mins
Peer-to-Peer - Location: Atlantic 2
Growing Together: The Power Of Collaboration.
- Justin Castelli - CEO & Financial Advisor, RLS Wealth Management
- Taylor Schulte - Founder & CEO, Define Financial
2:30pm - 3:10pm40 mins
Advisor Accelerator - Location: Atlantic 1
Tools and Technology: Building a Working Stack
- Alex Chalekian - Founder and CEO, Lake Avenue Financial
- Tyrone Ross Jr. - Financial consultant, 401
- Sheryl Hickerson - CEO,, Females and Finance, LLC
- Sean Kruzel - Founder of Portformer, Astrocyte Research
- Kristen Schmidt - Founder and President, RIA Oasis
3:10pm - 3:30pm20 mins
Track A - Location: Regency 1
8 ETF Nuggets that may be Gold for Your Client
- Janel Jackson - Head of US ETF Capital Markets, Vanguard
- Richard Powers - Head of ETF Product Management, Vanguard
3:10pm - 3:30pm20 mins
Track B - Location: Regency 2
How Green is Your Cash? The Next Frontier of ESG Investing
- Jerome Schneider - Head of Short-Term Portfolio Management, PIMCO
3:10pm - 3:30pm20 mins
Track C - Location: Regency 3
What’s in a Name? In the Case of Smart Beta, It’s Hard to Tell.
- Sebastian Ceria - Chief Executive Officer,, Qontigo
3:10pm - 3:30pm20 mins
Track D - Location: Atlantic 3
Reality check: Facts about Factors and other Indexing Issues
- Rolf Agather - Managing Director, North America Research, FTSE Russell
3:10pm - 3:30pm20 mins
Peer-to-Peer - Location: Atlantic 2
ETF Spotlight Talk: Living Life at ZIRP – What it Really Means for Your Clients
- Matt Hougan - Chairman, Inside ETFs
- David Kotok - Chairman/CIO, Cumberland Advisors
3:10pm - 3:30pm20 mins
Advisor Accelerator - Location: Atlantic 1
ETF Spotlight Talk :Advisor as CEO
- Paul Ma - Vice President, Lead Portfolio Strategist, Fidelity Investments
3:30pm - 4:00pm30 mins
Networking Break + Exhibit Hall Content - Talking Freedom – An Interview with Perth Tolle.
- Perth Tolle - Founder of Life + Liberty Indexes, Life + Liberty Indexes
4:00pm - 4:40pm40 mins
Main Session
The Best New ETF of 2020: The ETF Pundit Super Bowl
- John Swolfs - CEO, Inside ETFs
- Eric Balchunas - Senior ETF Analyst, Bloomberg Intelligence
- Matt Hougan - Chairman, Inside ETFs
- Ben Johnson - Director of Global ETF Research, Morningstar
- Elisabeth Kashner - Director of ETF Research, FactSet
- Tom Lydon - CO-CEO, ETF Trends & ETF Database, ETF Trends
- Cinthia Murphy - Managing Editor, ETF.com
- Dave Nadig - CIO, ETF Trends, ETF Trends
- Todd Rosenbluth - Sr. Director, ETF & Mutual Fund Research, CFRA
- Daniel Straus - Vice President, ETFs & Financial Products Research, National Bank of Canada Financial Markets
4:40pm - 5:10pm30 mins
Main Session
Reassessing Risk
- Annie Massa - Investing Reporter, Bloomberg News
- Maureen O’Hara - Professor of Finance, The Johnson Graduate School of Management, Cornell University
5:10pm - 5:50pm40 mins
Main Session
A Conversation with Derek Jeter
- Derek Jeter - Executive, Entrepreneur, Philanthropist, and Former New York Yankees Captain, Miami Marlins
6:00pm - 7:30pm90 mins
Tuesday Night Celebration
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