2nd Annual ETFGI Global ETFs Insights Summit - USA
Event Information
About this Event
Last year's Conference Brochure
Last year's event Agenda
JULY 28
2:00 PM Registration, Exhibit Hall & Networking
2:25 - 2:30 PM Welcoming Remarks
2:30 - 5:00 PM Sessions Begin
An Appraisal of Regulatory Issues impacting Market Structure and ETF Trading
Moderator: Eric Pollackov, Global Head of ETF Capital Markets
- Debating the State of Markets and Trading
- Update on key regulatory developments impacting ETFs
- Discussion of future ETF rulemakings and reforms
Fireside Chat with Anna Paglia, Global Head of ETFs and Indexed Strategies, Invesco Ltd
Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI
An investigation of Semi- Non-transparent Active ETFs
Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI
- Discussing and comparing the existing / proposed models
- What types of products are likely to be launched?
- Will we see conversions of existing mutual funds?
Fireside Chat with Jim Ross, Non-Executive Chairman at Fusion Acquisition Corp. & Former Executive Vice President, Chairman, Global SPDR Business, State Street Global Advisors
Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI
5:00 - 5:30 PM Networking & Virtual Drinks Reception
Featuring the Exhibit Hall & Networking Open Discussions
JULY 29
2:00 PM Registration, Exhibit Hall & Networking
2:30 - 5:00 PM Sessions Begin
ETF Trading – Creating Better Trading Systems and Trading Tools
Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI
- Innovations in trading platforms and trading tools: ICE ETF Hub, RFQ platforms
- Evaluating the ETF trade and best execution issues
- Examination of the impact of recent trading rule changes on ETFs
Fireside Chat with Alex Matturri, Retired CEO, S&P Dow Jones Indices
Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI
Impact of Regulations on Investor Choice
Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI
- How are regulations impacting ETFs, indices and investment product development?
- Do investors need new or revamped ETF classifications
- Meeting regulatory requirements: proficiency, suitability, disclosure
Asset Allocation Outlook – How Are Institutions and Financial Advisors Using ETFs?
Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI
- How are Covid-19, WFH, political and economic trends impacting asset allocation?
- How do and should investors select the best ETF?
- How are model portfolios being constructed?
- Who is using model portfolios?
5:00 - 5:30 PM Networking & Virtual Drinks Reception
Featuring the Exhibit Hall & Networking Open Discussions
JULY 30
2:00 PM Registration, Exhibit Hall & Networking
2:30 - 5:00 PM Sessions Begin
Fireside Chat - How Regulators View ESG and Benchmarks
Speaker: Rick Redding, CEO, Index Industry Association
Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI
Trends in ESG and Sustainable Investing
Moderator: John Jacobs. Executive Director, Centre for Financial Markets and Policy, Georgetown University
- 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 with Kevin Gopaul, Global Head, Exchange Traded Funds, BMO Global Asset Management
Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI
4:30 - 4:50 PM ETFGI's Update on Flows & Trends in the Global ETF Industry
Speaker: Deborah Fuhr, Managing Partner and Founder, ETFGI
4:50 - 5:00 PM Closing Remarks
4:50 - 5:00 PM Exhibit Hall & Networking Open Discussion
- Visit virtual exhibition booths
- Watch product demos
- Arrange one-on-one chats
- Make new connections
- Network with the industry
Speakers details - here
2nd annual ETFGI Global ETFs Insights Summit USA - 19 & 20 May 2021
Frequently Asked Questions
What is the registration cancellation policy?
Cancellations received by April 19, 2021 are subject to a $150 USD administrative fee. Notice of cancellation must be received in writing. After April 19, 2021, 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?
Buyside complimentary passes are provided for members of the buy side based in Latin America including individuals (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.