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Below you will find downloadable versions of all the speaker presentations made available to us from our 2018 Inside ETFs conference.

Note: Not all presentations were made available for distribution

Speaker Presentations

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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