Event: ETFGI Global ETFs Insights Summit New York

etfgi-global-etfs-insights-summit-new-york
ETFGI Global ETFs Insights Summit New York

Online

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

Event Details

Online

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Agenda

Arrival and networking

15:10 - 15:30

ETF case study: The nuclear conundrum

15:30 - 15:40

Opening remarks

15:40 - 15:45

Panel: ESG unlocked: From index creation to portfolio construction

15:45 - 16:20

Fireside chat: Where next with ESG investing?

16:20 - 16:45

Fireside chat: ‘Passive attack’: The future of ETFs

16:35 - 17:35

Testimonials

ETF Stream events consistently offer asset allocators good insight into parts of the investment universe that are both interesting and early on the adoption curve.

Oliver Smith

Investment Director

Holbein Partners

Good location, well scheduled sessions with good quality and presentation of differing views on panel discussions. I particularly liked the two person plus moderator panel which produced a high quality discussion.

Stephen Dowds

Chief Investment Officer

Hay Hill Wealth Management

Very informative, well-organized, interesting topics, high quality speakers.

Xinyi Sun

Global X ETF Portfolio Manager

Mirae Asset Global Investments

FAQ's

How can I attend the event?

Click the ‘register interest’ button at the top of the event page and fill in your details. Once registered, you will receive an email confirmation within 48 hours.

When will I get my event pass?

Click the ‘Register Interest Here’ button at the top of the event page and fill in your details. Once registered, you will receive an email from our team within 48h containing further information.

How can I become a speaker?

The agenda is carefully curated by our team of experts. If you are interested in participating as a speaker, please get in touch below.

How can I become a sponsor?

If you are interested in discussing the various sponsorship opportunities we have available for this event, please let us know below and one of our sales team will be in touch shortly.

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Sponsorship Enquiries

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General Enquiries

Ask us anything about a past, current or future events

Media Enquiries

Interested in finding out more about becoming a Media Partner?

Sponsorship Enquiries

There are limitless opportunities to get involved and become a sponsor