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