The ETF Industry Summit

4:20pm - 4:35pm

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

Click here to download presentation.

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

Click here to download presentation.

2:50pm - 3:00pm

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

Click here to download presentation.

3:00pm - 3:25pm

ETFs 301: Using Smart Beta to Solve Real Needs

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

Click here to download presentation.

3:50pm - 4:00pm

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

Click here to download presentation.

5:10pm - 5:40pm 

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

Click here to download presentation

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

Click here to download presentation.

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

Click here to download presentation.

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

Click here to download presentation.

Download Resource 1

Download Resource 2

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

Click here to download presentation.

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

Click here to download presentation.

Download Resources 

2:45pm - 3:10pm

Beyond Beta

Click here to download presentation.

3:10pm - 3:35pm

The New Age of Fixed Income

Click here to download presentation.

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

Click here to download presentation.

Main Session

9:00am - 9:30am

Opening Keynote Address: Breaking the Rules

• Jeffrey Sherman - Deputy Chief Investment Officer, DoubleLine

Click here to download presentation.

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

Download Resource 1

Download Resource 2

Download Resource 3

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

Click here to download presentation.

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

Download Resource

3:15pm - 3:40pm

ETF Spotlight Talk: The Future of Business Classification & Indexing

• Rory Riggs - Founder & CEO, Syntax

Click here to download presentation.

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

Click here to download presentation.

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

Click here to download presentation.

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

Click here to download presentation.

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

Click here to download presentation.

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

Click here to download presentation.

2:00pm - 2:25pm

ETF Spotlight Talk: Big Data Meets Investing

• Matteo Andreetto - CEO, STOXX

Click here to download presentation.

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

Download Resource

2:00pm - 2:25pm

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

Click here to download presentation.

3:15pm - 3:40pm

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

Click here to download presentation.

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

Click here to download presentation.

Main Session

9:00am - 9:30am

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

• Rob Arnott - Founder & Chairman, Research Affiliates

Click here to download presentation.

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

Click here to download presentation.

10:20am - 10:45am

Equity ETFs, Active Strategies & Portfolios for Volatile Markets

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

Click here to download presentation.

10:45am - 11:10am

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

Click here to download presentation.

11:10am - 11:30am

Networking Break

11:30am - 11:50am

Shooting Black Swans: Eliminating Tail Risk in Client Portfolios

Click here to download presentation.

11:50am - 12:10pm

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

Click here to download presentation.

12:10pm - 12:30pm

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

Click here to download presentation.