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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.