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Inside ETFs
May 21 - 24
The Diplomat Beach ResortHollywood, Florida

2017 Sunday Speaker Presentations

Below you will find downloadable versions of all the speaker presentations made available to us from our 2017 Inside ETFs Conference.

Note: Not all presentations were made available for distribution

Speaker Presentations

Day One - Sunday, 22 January 2017

ETF University & Advisor Accelerator

ETFs 101: Understanding & Evaluating ETFs—Risks & Opportunities

Speakers: Matt Hougan, CEO, Inside ETFs
Michael Iachini, Vice President, Head of Manager Research, Charles Schwab Investment Advisory
Todd Rosenbluth, Senior Director of ETF & Mutual Fund Research, CFRA
Click Here: Understanding & Evaluating ETFs.pptx

ETFs 201: Trading ETFs Effectively—10 Questions With an Institutional Market Maker

Speakers: Ugo Egbunike, Credit Trader, Millennium Advisors
William Stush, Managing Director & Head of Trading, Flow Traders US Institutional Trading
Click Here: Trading ETFs Effectively.pptx

ETFs 301: Fixed-Income ETFs—Getting Active

Speaker: Natalie Zahradnik, Executive Vice President, PIMCO
Click Here: Fixed-Income ETFs.pptx

ETFs 401: Factoring in Smart Beta—Strategies for Volatile Markets

Speaker: Michael LaBella, Portfolio Manager, QS Investors
Due to the speaker's preference, the presentation is only available through the Inside ETFs 2017 app.

Advisor Accelerator: Rethinking Diversification—Insights From a Leading Advisor

Speaker: Larry Swedroe, Principal & Director of Research, The BAM Alliance
Click Here: Rethinking Diversification.pptx

Advisor Accelerator: Proving Worth—The Values of Affluent Millennials & How to Connect With Them

Speaker: Ned Dane, Head of the Private Client, Trust and Family Office Group, OppenheimerFunds
Click Here: Proving Worth.pptx

Advisor Accelerator: Fixing Your Clients’ Behavior—The Biggest Problem Never Solved

Speaker: Barry Ritholtz, Chairman & Chief Investment Officer, Ritholtz Wealth Management
Click Here: Fixing Your Clients’ Behavior.pdf

How to Launch an ETF: 2nd Annual Workshop

The Next Trillion Dollars: An In-Depth Look at the ETF Market of Tomorrow

Speaker: Nigel Brashaw, Partner, PwC
Click Here: The Next Trillion Dollars.pptx

How to Launch an ETF: A Step-By-Step Guide

Speakers: Todd Westby, CEO & Founder, T Hayes Consulting
Robert Hughes, Vice President, Head of Index & Advisor Solutions, Nasdaq
Christian Magoon, Founder & CEO, Amplify ETFs
Sam Masucci, Founder & CEO, ETF Managers Group
Jeremy Senderowicz, Partner, Dechert
Click Here: How to Launch an ETF.pptx

Beyond the Bid & Ask: What It Takes to List & Trade a Successful ETF

Speaker: Douglas Yones, Head of Exchange Traded Products, The New York Stock Exchange
Click Here: Beyond the Bid & Ask.pptx

Choosing Your Partners: What Matters When Selecting an ETF Service Provider

Speaker: Phil Nanof, ETF Product Specialist, State Street Global Services
Click Here: Choosing Your Partners.pptx

Inside ETFs Canada: 2nd Annual Workshop for Canadian Investors

New Ideas for Risk Reduction in Canada: ETF Solutions to Today's Biggest Problems

Speakers: John Youn, Executive Managing Director, Questrade Wealth Management
Larry Berman, CIO & Partner, ETF Capital Management
Adam Butler, CEO, ReSolve Asset Management
Mark Stacey, Senior Vice President, Head of Portfolio Management & Co-Chief Investment Officer, HighStreet Asset Management
Daniel Straus, Analyst, National Bank of Canada
Click Here: New Ideas for Risk Reduction in Canada.pptx

The Rise of the Canadian Robo Advisor

Speaker: Neville Joanes, Portfolio Manager & CCO, WealthBar
Click Here: The Rise of the Canadian Robo Advisor.pdf