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September 27-29, 2021
The Diplomat Beach ResortHollywood, Florida

SEE ALL AVAILABLE PRESENTATIONS FOR INSIDE ETFS BELOW

Note: Not all presentations were made available for distribution

Presentations Are Sorted By Day

Day One - Sunday, 21 January 2018

The ETF Industry Summit

4:20pm - 4:35pm

The Future of Active: Everything You Need to Know as Semi-transparent ETFs Near Approval

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ETF University & Advisor Accelerator

ETFs 101: How ETFs Work & How to Pick the Best ETF Every Time

  • Matt Hougan - CEO, Inside ETFs
  • Todd Rosenbluth - Senior Director, ETF & Mutual Fund Research, CFRA

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2:50pm - 3:00pm

ETFs 201: Understanding Bond ETFs … in 10 Minutes Or Less

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3:00pm - 3:25pm

ETFs 301: Using Smart Beta to Solve Real Needs

  • Michael LaBella - Portfolio Manager, Equity Strategist, QS Investors

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3:50pm - 4:00pm

ETFs 401: Understanding Alternative ETFs ... in 10 Minutes or Less

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5:10pm - 5:40pm 

Differentiating Your Practice: The Coolest Ideas in Advisor Technology … New Tools That Will Change Your Business Forever

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Day Two - Monday, 22 January 2018

Main Agenda

10:30am - 11:00am

The Best New ETF of 2017: We Present, You Decide

  • John Swolfs - VP, Head of EMEA, Inside ETFs
  • Eric Balchunas - ETF Analyst, Bloomberg Intelligence
  • Matt Hougan - CEO, Inside ETFs
  • Ben Johnson - Director of Global ETF & Passive Strategies, Morningstar
  • Elisabeth Kashner - Director of ETF Research, FactSet
  • Tom Lydon - Editor & Publisher, ETF Trends
  • Dave Nadig - CEO, ETF.com
  • Todd Rosenbluth - Senior Director, ETF & Mutual Fund Research, CFRA

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12:20pm - 12:40pm

10 Questions in 20 Minutes: The Future of the Markets

  • Tom Farley - President, New York Stock Exchange
  • Matt Hougan - CEO, Inside ETFs

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Track Sessions

1:55pm - 2:45pm

Everything You Need to Know: Emerging Markets

  • Cinthia Murphy - Staff Writer, ETF.com
  • Brendan Ahern - Chief Investment Officer,KraneShares
  • Raman Aylur Subramanian - Managing Director, Head of Equity Applied Research,MSCI
  • Chris Dhanraj - Director, BlackRock
  • Edward Kerschner - Chief Portfolio Strategist, Columbia Threadneedle Investments

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2:45pm - 3:35pm

How To: Use Smart Beta for Income

  • Michael McNiven - Managing Director & Portfolio Manager, Cumberland Advisors
  • Jennifer Bender - Director of Research for Global Equity Beta Solutions, State Street Global Advisors
  • Ed Rosenberg - Senior Vice President, Head of ETFS, American Century Investments
  • Luciano Siracusano - Chief Investment Strategist, WisdomTree
  • Jason Stoneberg - Director of Research & Product Development, PowerShares by Invesco

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1:55pm - 2:45pm

Everything You Need to Know: ESG Strategies

  • Lara Crigger - Staff Writer, ETF.com
  • Richard Cea - Executive Director, Exchange Traded Products, UBS
  • Sarah Lee Kjellberg - Director & Head of U.S. iShares Sustainable ETFs, BlackRock
  • Aniket Shah - Head of Sustainable Investing, OppenheimerFunds

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2:45pm - 3:10pm

Beyond Beta

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3:10pm - 3:35pm

The New Age of Fixed Income

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5:00pm - 5:20pm

10 Questions in 20 Minutes: Is Now the Time for Active Management?

  • Matt Hougan - CEO, Inside ETFs
  • Christopher Davis - Chairman & Portfolio Manager, Davis Advisors

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Day Three - Tuesday, 23 January 2018

Main Session

9:00am - 9:30am

Opening Keynote Address: Breaking the Rules

  • Jeffrey Sherman - Deputy Chief Investment Officer, DoubleLine

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9:30am - 10:20am

Beyond the Hype: Strategically Implementing Factor-Based ETFs

  • Tom Lydon - Editor & Publisher, ETF Trends
  • John Ameriks - Principal, Quantitative Equity Group, Vanguard
  • Mark Carver - Executive Director, Head of Factor Index Products, MSCI
  • Mo Haghbin - SVP & Head of Product, Beta Solutions, OppenheimerFunds
  • Aye Soe - Senior Director, Global Research & Design, S&P Dow Jones Indices
  • Jae Yoon - CIO, New York Life Investment Management

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Track Sessions

2:00pm - 2:25pm

ETF Spotlight Talk: What 4,200+ Advisors Have Taught Us About ETFs

  • Paul Baiocchi - Vice President, Sector & ETF Investment Strategy, Fidelity Investments

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2:25pm - 3:15pm

Everything You Need to Know: Active & Factor-Driven Fixed-Income ETFs

  • Elisabeth Kashner - Director of ETF Research, FactSet
  • Pierre Caramazza - SVP, Head of ETF Distribution, Franklin Templeton
  • Todd Jablonski - Chief Investment Officer, Principal Portfolio Strategies, Edge Asset Management
  • Martin Kremenstein - Senior Managing Director, Head of Exchange-Traded Funds,Nuveen
  • John Spear - CIO, USAA Mutual Funds

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3:15pm - 3:40pm

ETF Spotlight Talk: The Future of Business Classification & Indexing

  • Rory Riggs - Founder & CEO, Syntax

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2:00pm - 2:25pm

ETF Spotlight Talk: How Investing in Climate Resilience Can Make a Resilient Portfolio

  • Lauren Smart - Managing Director, Global Head Financial Institutions Business, S&P Dow Jones Indices

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2:25pm - 3:15pm

Everything You Need to Know: Commodities, Infrastructure & Real Assets

  • Drew Voros - Editor-in-Chief, ETF.com
  • Jeremy Goff - Managing Director, Tortoise
  • John Love - President & CEO, USCF
  • Matthew Mark - Director, Head of Distribution, World Gold Council
  • Paul Nolte - SVP, Portfolio Manager,Kingsview Asset Management

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3:15pm - 3:40pm

ETF Spotlight Talk: Bond Indexing in Today’s Credit Markets

  • Steve Sachs - Managing Director, Goldman Sachs Asset Management
  • Jason Singer - Senior Portfolio Manager & Global Head of Fixed Income ETFs,Goldman Sachs Asset Management

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2:00pm - 2:25pm

ETF Spotlight Talk: About Behavior Concepts: When the Market’s Behaving & Your Clients are Not

  • Marie Dzanis - Head of Intermediary & Wealth Distribution, FlexShares

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3:15pm - 3:40pm

ETF Spotlight Talk: Smart Beta and ETFs: Highlights from the FTSE Russell 2018 Advisor Survey

  • Rolf Agather - Managing Director, North America Research, FTSE Russell

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2:00pm - 2:25pm

ETF Spotlight Talk: Big Data Meets Investing

  • Matteo Andreetto - CEO, STOXX

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2:25pm - 3:15pm

Everything You Need to Know: Hedging Your Downside & Protecting Against Tail Risk

  • Sumit Roy - ETF Analyst, ETF.com
  • Andrew Beer - Founder & Managing Partner, Beachhead Capital Management
  • Akil Lodha - Co-Founder & CEO, StratiFi
  • Robert Nestor - Managing Director,BlackRock
  • Vinit Srivastava - Managing Director, Head of Strategy and ESG, S&P Dow Jones Indices

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2:00pm - 2:25pm

ETF Spotlight Talk: How & Why Canada’s Leading Institutional Investors Use ETFs

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3:15pm - 3:40pm

Best New ETF of 2017 in Canada: We Present, You Decide

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5:00pm - 5:20pm

10 Questions in 20 Minutes: Making the ‘Power of Different’ Work

  • Matt Hougan - CEO, Inside ETFs
  • Jonathan Steinberg - CEO & President, WisdomTree Investments

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Day Four - Wednesday, 24 January 2018

Main Session

9:00am - 9:30am

Pitfalls in Smart Beta: Data Mining, Selection Bias & Performance-Chasing

  • Rob Arnott - Founder & Chairman, Research Affiliates

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9:55am - 10:20am

Beating Hedge Funds at Their Own Game: Alpha & Beta Separation Comes to Hedge Funds

  • Yasmin Dahya - Executive Director & Head of Americas Beta Specialist Team, J.P. Morgan Asset Management

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10:20am - 10:45am

Equity ETFs, Active Strategies & Portfolios for Volatile Markets

  • Vinay Nadkarni - Managing Director, Head of Global Business Development, ClearBridge Investments

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10:45am - 11:10am

As Good as It Gets: PIMCO’s Macroeconomic Outlook & the Importance of Active Management in Core Bond Portfolios

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11:10am - 11:30am

Networking Break

11:30am - 11:50am

Shooting Black Swans: Eliminating Tail Risk in Client Portfolios

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11:50am - 12:10pm

Emerging Markets Consumer: Biggest Growth Opportunity in the History of Capitalism?

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12:10pm - 12:30pm

The Next Big Idea: Artificial Intelligence, New Alpha & the Future of Investing

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