May 21 - 24
The Diplomat Beach Resort,
Hollywood, Florida
SEE ALL AVAILABLE PRESENTATIONS FOR INSIDE ETFS BELOW
Note: Not all presentations were made available for distribution
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
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
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
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
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
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
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