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PLEASE NOTE THE 2020 AGENDA IS COMING SOON - Please see Main Conference Day One 2019 below

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PLEASE NOTE THE 2020 AGENDA IS COMING SOON - Please see Main Conference Day One 2019 below

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9:00am - 9:10am10 mins
Opening Remarks
  • John Swolfs - CEO, Inside ETFs
9:10am - 9:50am40 mins
Factors vs. Cap-Weighted Strategies: The Debate
  • Dave Nadig - Managing Director, ETF.com
  • Mark Armbruster - President, Armbruster Capital Management
  • Feifei Li - Partner, Head of Investment Strategy, Reseach Affiliates
9:50am - 10:20am30 mins
Active & Passive: The Good, the Bad & the Ugly
  • Doug Sandler - Global Strategist, Riverfront Investment Group
10:20am - 11:10am50 mins
Multifactor ETFs Explored
  • Tom Lydon - Co-CEO, ETFTrends.com & ETFdb.com
  • Douglas Grim - Senior Investment Strategist, Vanguard Investment Strategy Group
  • Ben Johnson - Director of Global ETF Research, Morningstar
  • Sam Kirkland - Research Director, Global Manager Research, Wells Fargo Investment Institute
  • Lukas Smart - Senior Portfolio Manager & VP, Dimensional Fund Advisors
11:10am - 11:40am30 mins
Networking Break
    11:40am - 12:30pm50 mins
    Main Stage
    Fixed Income Smart Beta: The Arrival of Factor-Focused Fixed Income
    • John Swolfs - CEO, Inside ETFs
    • Jason Bloom - Director of Global Macro ETF Strategy, Invesco
    • Kim Escue - Senior Portfolio Manager, Stringer Asset Management
    • Mark Landis - Founding Partner, Wavelength Capital Management
    • Andy Martin - President, 7Twelve Advisors
    12:30pm - 12:50pm20 mins
    Main Stage
    Conquering Risk with Active Management
    • Alex Piré - Head of Client Portfolio Management–Seeyond, Natixis Investment Managers
    12:50pm - 2:00pm70 mins
    Main Stage
    Networking Lunch
      2:00pm - 2:30pm30 mins
      Main Stage
      Smart Beta ESG: The Next Big Thing in Asset Management?
      • Graham Sinclair - ESG Architect, SinCo
      • Ivka Kalus - Managing Director & CIO, Promethos Capital
      • Claire Veuthey - Director of ESG & Impact, OpenInvest
      2:30pm - 3:00pm30 mins
      Main Stage
      Constructing Multifactor Portfolios: Portfolio Blending vs. Signal Blending
      • Kal Ghayur - Managing Director, Head of Active Beta Strategies Business, Goldman Sachs Asset Management
      3:00pm - 3:30pm30 mins
      Main Stage
      Networking Break
        3:30pm - 4:10pm40 mins
        Main Stage
        Practitioner Panel: How Institutions & Retail Investors Are Using Smart Beta
        • John Swolfs - CEO, Inside ETFs
        • John Davi - Founder & Chief Investment Officer, Astoria Portfolio Advisors
        • Lance Humphery - Portfolio Manager, Global Multi-Asset Solutions, USAA Asset Management Company
        • Brian Katz - Chief Investment Officer, The Colony Group
        4:10pm - 5:00pm50 mins
        Main Stage
        Market Outlook: Bull or Bear?
        • Annie Massa - Investing Reporter, Bloomberg News
        • Michelle Knight - Chief Economist & CIO, Ropes Wealth Advisors
        • Robert Lutts - President & CIO, Cabot Wealth Management
        • Shannon Saccocia - CIO, Boston Private Wealth
        • Jurrien Timmer - Director of Global Macro, Fidelity Investments
        5:00pm - 6:30pm90 mins
        Main Stage
        Welcome evening reception
          NextPLEASE NOTE THE 2020 AGENDA IS COMING SOON - Please see Main Conference Day One 2019 below

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