TIME

28 Jul 2020 - 30 Jul 2020

14:00 - 17:30

ETFGI Global ETFs Insights Summit New York

Event Details

ETFGI Global ETFs Insights Summit New York – A virtual event taking place on the afternoons of July 28, 29 and 30 from 2:00 pm – 5:30 pm EDT.

Our summits are designed to provide the opportunity for institutional investors, RIAs and financial advisors, to hear from the leading ETF issuers, banks, exchanges, law firms and others around the impact that market structure and regulations have on ETF product development for ESG and non-transparent active, due diligence, suitability, the use and trading, and technological developments of ETFs.

Free registration and CPD educational credits are offered to buyside institutional investors, financial advisors and RIAs.

 

Confirmed speakers include (check back as additional speakers will be confirmed):

  • Rochelle “Shelly” Antoniewicz, PhD, Senior Director of Industry and Financial Analysis, Investment Company Institute, ICI
  • Jeffrey B. Baccash, Director, Global Head of ETF Solutions, BNP Paribas Securities Services
  • Hernando Cortina, CFA, Executive Director, Head of Index Strategy, Institutional Shareholder Services
  • Edward Coughlin, Director Trading Services, The Nasdaq Stock Market LLC
  • Deborah Fuhr, Managing Partner and Founder, ETFGI
  • Kevin R. Gopaul, Global Head, Exchange Traded Funds, BMO Global Asset Management
  • Jodie M. Gunzberg, CFA, Managing Director, Chief Investment Strategist, Wealth Management Institutional, Morgan Stanley
  • John L. Jacobs, Executive Director, Center for Financial Markets and Policy, McDonough School of Business, Georgetown University
  • John Lanaro, SVP Global Head of ETFs, RIMES Technologies
  • Alex Matturri, Retired CEO, S&P Dow Jones Indices
  • Kathleen H. Moriarty, Partner, Chapman and Cutler LLP
  • Anna Paglia, Global Head of ETFs and Indexed Strategies, Invesco
  • Barry Pershkow, Partner, Chapman and Cutler LLP
  • Eric M. Pollackov, Global Head of ETF Capital Markets, Invesco Ltd.
  • Rick Redding, CEO, Index Industry Association
  • Jim Ross, Non Executive Chairman at Fusion Acquisition Corp. & Former Executive Vice President, Chairman, Global SPDR Business, State Street
  • Kimberly Russell, VP Market Structure – ETF Capital Markets, State Street Global Advisors

Contact Information

If you are interested in sponsoring or speaking at the event, please contact deborah.fuhr@etfgi.com or Margareta.hricova@etfgi.com.

Tuesday July 28, 2020

2:00 PM Exhibit Area Opens

2:30 PM – 5:00 PM Sessions Begin

An Appraisal of Regulatory Issues impacting Market Structure and ETF Trading

  • Debating the State of Markets and Trading
  • Update on key regulatory developments impacting ETFs
  • Discussion of future ETF rulemakings and reforms

Fireside Chat

An investigation of Semi- Non-transparent Active ETFs

  • Discussing and comparing the proposed models
  • What types of products are likely to be launched?
  • Will they be clones of existing mutual funds? Conversions of existing mutual funds?

Fireside Chat

5:00 PM – 5:30 PM Networking & Virtual Drinks Reception

 

Wednesday July 29, 2020

2:00 PM Exhibit Area Opens

2:30 PM – 5:00 PM Sessions Begin

ETF Trading – Creating Better Trading Systems and Trading Tools

  • Innovations in trading platforms and trading tools: ICE ETF Hub, RFQ platforms
  • Strategies to trade ETFs – Evaluating the ETF trade – best execution issues
  • Examination of the impact of recent trading rule changes on ETFs

Fireside Chat

Impact of Regulations on Investor Choice

  • How Regulations are Impacting Investor Choice
  • How are regulations impacting ETFs, indices and investment product development?
  • Meeting regulatory requirements: proficiency, suitability, disclosure

Portfolio Construction – How Are Institutions and Financial Advisors Using ETFs

  • How are Covid19, WFH, political and economic trends impacting portfolio construction?
  • How do and should investors select the best ETF?
  • How are model portfolios being constructed?
  • Who is using model portfolios?

5:00 PM – 5:30 PM Networking & Virtual Drinks Reception

Thursday July 30, 2020

2:00 PM Exhibit Area Opens

2:30 PM – 5:00 PM Sessions Begin

Fireside Chat – How Regulators View ESG and Benchmarks

ESG and Sustainable Finance

  • What is ESG, sustainable and impact investing?
  • How are regulations impacting ETFs, indices and investment product development?
  • Which investors are using ESG products and how are they being used?

Fireside Chat

What Are the Future Trends That Will Impact Investor and ETFs?

  • Millennials and women investors impact on products and advisors
  • How and where are we likely to see Crypto ETFs and who will use them
  • Can Robo advisors and digital platforms be profitable

5:00 PM – 5:30 PM Networking & Virtual Drinks Reception