2nd Annual ETFGI Global ETFs Insights Summit - ESG and Active ETFs Trends

Register now for the 2nd Annual ETFGI Global ETFs Insights Summit on ESG and Active ETFs Trends, March 23 & 24

This event will provide an overview of the regulatory environment, public policy, investor initiatives and fiduciary obligations to help institutional investors and financial advisors understand how ESG and Active ETFs strategies are being implemented across portfolios.

Free registration and CE credits are offered to buyside investors and financial advisors. If you cannot attend on the day, register and you will receive the links to the session recordings.

AGENDA

*Please note that all times listed are Eastern Daylight Time Zone.

Wednesday, March 23, 2022

• 8:00 am EDT/12:00 pm GMT Exhibit Hall and Networking

• 8:30 am EDT/12:30 pm GMT Welcoming Remarks

• 8:30am - 8:50am Overview of ESG ETF Landscape – ETFGI Research

Deborah Fuhr, Founder, Managing Partner, ETFGI

• 8:50am – 9:15am ESG Regulatory Issues Impacting Investors in Asia Pacific

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI

Melody He, Deputy CEO, CSOP Asset Management 

Keri Riemer, Of Counsel, K&L Gates LLP

• 9:15am – 9:25am ESG Regulatory Issues Impacting Investors in the United Kingdom

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI

Keri Riemer, Of Counsel, K&L Gates LLP

• 9:25am – 9:55am ESG Regulatory Issues Impacting Investors in Europe

​​​​​​​Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI

Elizabeth Gillam, Head of EU Government Relations and Public Policy, Invesco

Henrietta De Salis, Partner, Willkie Farr & Gallagher LLP

• 9:55am – 10:25am Overview of The ESG Benchmark Regulatory Landscape

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI

Alex Matturri, Member Board of Directors CBOE Global Markets, Retired CEO S&P Dow Jones Indices

Rick Redding, CEO, Index Industry Association

• 10:25am – 10:45am Networking Break

• 10:45am – 11:25am ESG Reporting and Disclosure

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI

Boris Couteaux, VP, Business and Product Development, Impak Finance

Lisa Remke, Deputy Coordinator, Sustainable Stock Exchanges Initiative, United Nations (UNCTAD)

Ken Zockoll, CEO, Spatial Risk Systems

• 11:25am – 11:55am How to Incorporate ESG Data Into Investment Decisions

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI

Hernando Cortina, Head of Index Strategy, ISS ESG

Diana van Maasdijk, Co-Founder & Executive Director, Equileap

• 11:55am – 12:15pm ESG Integration for Fixed Income Portfolios

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI

Jon Maier, CIO, Global X

• 12:15pm – 12:55pm How Investors are Implementing ESG in Their Portfolios

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI

Richard Flax, CIO, Moneyfarm

Kevin Mahn, President and Chief Investment Officer, Hennion & Walsh Asset Management

Mark Northway, Investment Manager, Sparrows Capital

Thursday, March 24, 2022

• 8:30am – 9am ESG and Crypto Investing

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI

Tim Bevan, Co-Founder & CEO, ETC Group

Tobin McComas, Vice President, Development & Member Services, Chamber of Digital Commerce

• 9:00am – 9:20pm ESG & Active ETFs Regulatory Issues Impacting Investors in the United States

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI

Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP

• 9:20am – 9:50am Overview of Active ETF Landscape – ETFGI Research

Deborah Fuhr, Founder, Managing Partner, ETFGI

• 9:50am – 10:20am How are Active ETFs Evolving    

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI 

Naomi DePina, ETF Sales & Trading GTS

Justin Lowry, President & CIO, Global Beta Advisors

• 10:20am – 10:40am Networking Break

• 10:40am – 11:00am How Investors are Using AI and Direct Indexing

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI

Christian Kronseder, CEO, ALLINDEX

• 11:00am – 11:30am Active and ESG ETF Trends in the ETF Industry

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI

Matteo Andreetto, Head of SPDR ETF Business, EMEA, SSGA

Aude Martin, Senior ETF Investment Specialist LGIM, Legal & General Investment Management

• 11:30am – 11:55am The Evolution of ESG Data and Indices 

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI  

Margaret Dorn, Head of ESG Indices, North America, S&P Dow Jones Indices

• 11:55am – 12:15pm Women in ETFs Session: The Pathway to Inclusive Investments

Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI

Stephanie Pierce, CEO of Dreyfus, Mellon and ETFs, BNY Mellon Investment Management

Last year's brochure

Frequently Asked Questions

What is the registration cancellation policy?

Cancellations received by February 23, 2022 are subject to a $150 USD administrative fee. Notice of cancellation must be received in writing. After February 23, 2022, no registration fees can be refunded. However, if you are unable to attend, substitutions can be made, subject to conference organizer approval, and the administrative fee will not be applied.

What is the complimentary passes policy?

Complimentary passes are allocated at the full discretion of the conference organizers. Complimentary bookings made online are subject to verification by the conference organizers before confirmation of the complimentary pass. If the conference organizers review an online complimentary pass registration and determine that the company and/or registrant does not fulfill the criteria for the complimentary pass, the complimentary pass can be withdrawn at the full discretion of the conference organizers.

Who qualifies as "buy side" for a complimentary pass?

Complimentary passes are available for buyside institutional investors and financial advisors including (e.g., traders, portfolio managers, CIOs, ETF strategists) at asset managers, investment advisers, pension funds, insurance companies, hedge funds, endowments, foundations, fund selectors at family offices, financial advisers and robo-advisers. All buyside complimentary passes are subject to the conference complimentary passes policy, delineated above.

Is the conference open to the media?

Yes, this conference is open to the media.

Does the conference offer sponsorship opportunities?

Yes.  For information regarding sponsorships, please contact Margareta Hricova at margareta.hricova@etfgi.com and Deborah Fuhr at deborah.fuhr@etfgi.com