3rd Annual ETFGI Global ETFs Insights Summit - United States

Nov 15th - day 1 - In person in New York City at Manhattan Manor, 201 West 52nd Street, New York, NY 10019 from 12:00pm – 6:30pm ET including a networking lunch from 12:00pm -12:30pm, and a networking drinks reception from 5:30pm - 6:30pm. Educational credits and free for IFAs and institutional investors – spaces are allocated on a first come basis as spaces are limited. All sessions will be recorded. Attendees will receive access to virtual event content on day 2.

Nov 16th - day 2 - virtual panel discussions on our virtual event platform.

If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.

This event will bring together leaders from across the ETF industry, including ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and other market participants.

The summit is designed to provide the opportunity for traders, portfolio managers, and advisors at buyside institutional investor and financial advisors to examine how ETFs are being traded, selected, and used and hear about the most current regulatory, index, product trends: active, bitcoin, crypto, ESG, Thematic and trading developments that are impacting investors.

🆓    Free registration for buy side institutional investors and financial advisors

📚   CPD educational credits 

🎧   Session recordings - If you cannot attend on the day or virtually, register anyway and you will receive the links to the session recordings. You will also receive access to last year's session recordings.

DAY 1 Agenda, Tuesday, Nov 15th

Location: Manhattan Manor, 201 West 52nd Street, New York, NY 10019

*Please note that all times listed are Eastern Time

12:00 pm - 12:30 pm Registration and Networking Luncheon sponsored by Exchange Traded Concepts

12:30 pm - 12:35 pm Welcoming Remarks  

12:35 pm - 1:05 pm Global Macro Outlook   

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Kristina Hooper, Chief Global Market Strategist, Invesco 

1:05 pm - 1:35 pm Hot Regulatory Topics 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Barry Pershkow, Partner, Chapman and Cutler LLP   

Jim Toes, President & CEO, Security Traders Association  

Tiina Vaisanen, Senior Counsel, The Vanguard Group   

1:35 pm - 2:05 pm Alternative Income Ideas in a Rising Rates Environment   

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Jason Chen, Senior Research Analyst, DWS Research Institute, DWS Group  

Scott Peng, Founder & CEO, Advocate Capital Management LLC   

2:05 pm - 2:25 pm Thematic Outlook for 2023 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Jay Jacobs, U.S. Head of Thematics & Active Equity ETFs, BlackRock  

2:25 pm - 2:55 pm Networking Break  

2:55 pm - 3:10 pm Review of ETF industry trends and flows – ETFGI Research 

Deborah Fuhr, Founder, Managing Partner, ETFGI  

3:10 pm - 3:40 pm Gender Gap in the Wealth Management Industry   

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Lisa Langley, CEO & Founder, Emerge Canada  

Patricia Lizarraga, Managing Partner, Hypatia Capital  

3:40 pm - 4:10 pm Crypto: Product and User Trends  

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Thomas Conner, Shareholder, VedderPrice 

Annemarie Tierney, Founder and Principal of Liquid Advisors and Senior Strategic Advisor, Chamber of Digital Commerce  

4:10 pm - 4:40 pm Investor Trends – Model Portfolios 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Jon Maier, CIO, Global X ETFs 

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

Patrick Shaddow, President, Syntax Indices

4:40 pm - 5:05 pm Investor Trends - Proxy Voting 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Will Goodwin, CO-Founder, Tumelo 

Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP

5:05 pm - 5:30 pm Outlook for the ETF Industry on 30th Anniversary 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Jim Ross, Chairman, Fusion Acquisition Corp.II & Former EVP, Chairman, Global SPDR Business, SSGA   

5:30 pm - 6:30 pm Networking Drinks Reception sponsored by Waystone

DAY 2 Agenda, Wednesday, Nov 16th

Location: Virtual

9:00am - 9:05 am Welcoming Remarks 

9:05 am - 9:50 am Trading Trends and Trading Tools  

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Naomi DePina, ETF Sales Trader, GTS 

Dan Madden, Head of Capital Markets, FlexShares Exchange Traded Funds 

Eric Pollackov, Global Head of ETF Capital Markets, Invesco 

9:50 am - 10:30 am Trends in Active ETF Products and Users  

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Scott Peng, Founder & CEO, Advocate Capital Management LLC 

Bruce Saltzman, CFA, Head of Americas ETF Capital Markets, State Street Global Advisors SPDR  

10:30 am - 11:10 am Direct Indexing – What is the Future 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Nate Geraci, President, The ETF Store 

Cinthia Murphy, Director of Research | ETF Think Tank, Tidal Financial Group 

Patrick Shaddow, President, Syntax Indices

Brian Smith, Executive Director, Wealth Strategy Specialist, Eaton Vance Distributors, Inc. 

11:10 am - 11:30 am Networking Break 

11:30 am - 12:05 pm Index Development Trends 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

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

Rick Redding, CEO, Index Industry Association 

12:05 pm - 12:35 pm Impact of Regulations on Investor Choice 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Brian Higgins, Partner, Dillon Eustace LLP 

Peter Shea, Partner & Co-head of the ETF Parctice, K&L Gates 

12:35 pm - 1:10 pm Women in ETFs – Managing Career Transitions  

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Nadine Chakar, Head of State Street Digital, State Street 

Kristi Mitchem, CEO, BMO Global Asset Management 

1:10 pm - 1:40 pm Review of ETF industry trends and flows – ETFGI Research

Deborah Fuhr, Founder, Managing Partner, ETFGI

1:40 pm - 2:30 pm Exhibit Hall & Networking Open Discussion

Last year's Conference Brochure

Frequently Asked Questions

What is the registration cancellation policy?

Cancellations received by October 15, 2022 are subject to a $150 USD administrative fee. Notice of cancellation must be received in writing. After October 15, 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.