4th Annual ETFGI Global ETFs Insights Summit  - Europe & MEA

ETFGI

4th Annual ETFGI Global ETFs Insights Summit Europe &amp; MEA, July 5-6, 2023

Banking Hall

July 5 - day 1 - In person - In London at Banking Hall on July 5th will be from 9:30am – 6:00pm including a drinks reception in the Exhibit Hall.July 6 - day 2 - Virtual panel discussions on our event platform will cover topics from across the Middle east and Africa.Register to join the discussions at our 4th annual ETFGI Global ETFs Insights Summit - EMEA. 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 selected, used and traded by institutional investors, financial advisors and by retail investors. Hear about the most current regulatory updates from IOSCO, the European Commission, FCA and Central Bank of Ireland. Updates on index and product trends: active, fixed income, ESG, Thematic, bitcoin, crypto, and trading developments that are impacting investors across Europe, the Middle east and Africa.This event is designed for for traders, portfolio managers, CIOs at buyside institutional investor and financial advisors across Europe, the Middle east and Africa that want to hear from leaders from across the ETF ecosystem, including ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and other market participants.🎧 All sessions are recorded and you will also receive access to last year's session recording📚 CPD educational credits🆓 Free registration for buy side institutional investors and financial advisorsIf you can't attend on the day, register anyway and you'll receive recordings of all the sessions.*All times listed below are BST 2023 AGENDA DAY 1 – July 5th  9.30am - 9.45am Registration &amp; Welcome Coffee 9.45am - 9.50am Welcoming Remarks  9.50am – 10.15am Fireside Chat Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGIRory Tobin, Head of State Street Global Advisors EMEA and Head of the Global SPDR ETF Business, State Street Global Advisors 10.15am - 10.45am How are Investors Using Thematic ETFsModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIVincent Denoiseux, Head of ETF Investment Strategy, Amundi ETF, Indexing and Smart Beta Mark Perchtold, CFA, Director, Omba Advisory &amp; Investments Ltd 10.45am - 11.30am A Discussion with the Central Bank of Ireland’s Head Of Fund Service Providers Supervision, Mr Darragh Rossi  11.30am - 12.05pm The Case for Investing in China Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGIDr.Xiaolin Chen, Head of International, KraneShares12.05pm – 12.45pm Networking Lunch  12.45pm – 1.15pm Trends in the Use of ETFs by Retail Investors Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGIYorick Naeff, CEO, BUX Financial Services Ltd.Dave Shastri, Chief Strategy Officer, Truss EdgeEmilie Stevens, Senior Trading Proposition Manager, Hargreaves Lansdown 1.15pm - 1.45pm Hot Topics and Best Practices in ETF trading Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGIChirag Pandya, Head of ETF Capital Markets, EMEA, FlexShares Exchange Traded Funds Slawomir Rzeszotko, Head of Institutional Sales &amp; Trading in Europe and Asia, Jane StreetMichael Stanley, Head of Product Development &amp; Product Management – Exchange Traded Products, Capital Markets, London Stock Exchange GroupJason Warr, Managing Director, Global Co-Head of ETF Markets, BlackRock 1.45pm – 2.15pm How ETF Derivatives are Being Used in Multi-Asset Portfolios Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGILee Bartholomew, Head of Fixed Income Derivatives Product R&D, EurexTeresa de Lera, VP, Equity Derivatives Trading, Goldman Sachs 2.15pm - 2.35pm Networking Break  2.35pm - 3.05pm ETF Industry Review and Outlook Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGIMonica Gogna, Partner, Head of Financial Regulation - EY Law, Ernst &amp; YoungHetal Patel, Head of Business Development - Exchange Traded Products, Capital Markets, London Stock Exchange Group 3.05pm - 3.35pm Trends in Indexes and Indexing Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGIRick Redding, CEO, Index Industry AssociationTobias Sproehnle, CFA, Ex-CEO and Co-Founder, Moorgate Benchmarks  3.35pm - 4.00pm Trends in the Global ETFs industry and in Europe, the Middle east and Africa from ETFGI’s research Deborah Fuhr, Managing Partner, Founder, ETFGI4.00pm - 4.30pm Consolidated tape Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGITilman Lueder, Head of Securities Markets, European Commission 4.30pm - 6pm Networking Drinks Reception Sponsored by WaystoneDAY 2 – July 6th Virtual 10.00am - 10.05am Welcoming Remarks 10.05am - 10.35am Global Regulatory Insights from IOSCOModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIDamien Shanahan, Senior Advisor &amp; Head of Emerging Regulatory Issues, IOSCO 10.35am - 11.20am The Global Distribution of UCITS ETFs Moderator: Mohamed M'Rabti, Chief Product Officer APAC and Global Head of ETFs, EuroclearAntoine De Saint Vaulry, Head of ETF Sales and Business Development, APAC, CitiStephanie Leung, Chief Investment Officer, StashawayKeshava Shastry, CFA, Global Head of Capital Markets, DWS GroupRebecca Sin, Senior ETF Analyst, Bloomberg Intelligence 11.20am - 11.50am Trends in the Use of ETFs Across South Africa and Africa Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGITiaan Bazuin, Chief Executive Officer, Namibian Stock Exchange Kopano Bolokwe, Head of Product Development, Botswana Stock ExchangeNerina Visser, CFA, Director, ETF Strategist and Financial Advisor, etfSA 11.50am - 12.30pm Networking Break 12.30am - 1.00pm Trends in the Use of ETFs in Israel Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGIEyal Flam, Deputy Director of Financial Instruments Division, Israel Securities AuthorityRon Klein, Deputy Director, International Affairs and Markets Development Department, Israel Securities Authority 1.00pm - 1.30pm Trends in the Use of ETFs in the GCC Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGIGeoffroy Hermanns, Partner, Norton Rose Fulbright 1.30pm - 2.00pm Women in ETFs - Trends for the Asset Management, Careers and DiversityModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIDaniel Gamba, CFA, President Asset Management, Northern Trust Asset Management, Northern Trust Corporation2.00pm - 2.25pm Regulatory Hot Topics: ESG, SFDR, Banning InducementsModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIBrian Higgins, Partner, Dillon Eustace Solicitors 2.25pm - 2.30pm Closing Remarks If you are interested in sponsoring or speaking at any of our upcoming events or have any questions please contact us deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com.We look forward to seeing you at our events!

<h3>LAST YEAR'S AGENDA</h3><h3>*All times listed below are BST</h3><h3>2022 AGENDA</h3>SEPTEMBER 14, 2022 (DAY 1)VIRTUAL12:00 - 12:30 Exhibit Hall &amp; Networking12:30 – 12:40 Welcoming Remarks 12:40 - 13:00 Macro Investment Outlook   Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    Paul Jackson, Global Head of Asset Allocation Research, Invesco  13:00 – 13:30 How are Investors Using Thematic ETFs   Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    Morgane Delledonne, Head of Investment Strategy, Europe, Global X ETFs  Joy Yang, Global Head of Index Product Management, MarketVector Indexes GmbH  13:30 - 13:50 Moderated Discussion Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    Catharine Dwyer, Senior Policy Advisor, Central Bank of Ireland 13:50 – 14:10 The Future of Equity ETFs: “Scalable, Sustainable – Super Cheap?”  Speaker: Dr. Valerio Schmitz-Esser, Managing Director &amp; Head of Index Solutions, Credit Suisse Asset Management 14:10 – 14:30 Qatar - The Investment Opportunity Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    Mohsin Mujtaba, Director, Product and Market Development, Qatar Stock Exchange   14:30 – 15:00 Trends in ESG Investing  Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    Anthony Harper, Head of Sustainable Finance, ETFs and Asset Managers, Euroclear Andrea Semino, Senior Product Specialist, Credit Suisse Asset Management    Gareth Parker, Chief Indexing Officer &amp; Head of Governance Services, Morningstar Indexes  15:00 - 15:30 Exhibit Hall &amp; Networking15:30 – 16:00 Trends in Crypto – Digital Indices and Products  Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    Martin Leinweber, Digital Asset Product Strategist, MarketVector Indexes GmbH Quynh Tran-Thanh, Product Manager, Chainalysis 16:00 – 16:20 How the ETF Industry in Israel is Evolving  Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    Adv. Offir Eyal, Director of International Affairs and Business Development Dep., Israel Securities Authority    16:20 - 16:50 How Institutions and Financial Advisors are Selecting and Using ETFs Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    Mark Northway, Investment Manager, Sparrows Capital Eamonn Prendergast, Director &amp; Financial Adviser, Palantir Financial Planning  Weixu Yan, Investment Director, Close Brothers Asset Management  16:50 - 17:20 Industry Leaders Outlook  Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    Marie Dzanis, CEO, Northern Trust Global Investments Management    Hetal Patel, Senior Manager - Exchange Traded Products, Capital Markets, London Stock Exchange Group  Tobias Sproehnle, Head of Indexes, Europe, Morningstar Indexes  17:20 - 17:30 Closing RemarksSEPTEMBER 15, 2022 (DAY 2)VIRTUAL10:30 - 11:00 Exhibit Hall &amp; Networking10:50 – 11:00 Welcome remarks11:00 – 11:30 Fireside Chat: How a Consolidated Tape Could Contribute to the Development of ETFs in the EUModerator: Deborah Fuhr, Managing Partner, Founder, ETFGI  Tilman Lueder, Head of Securities Markets unit – DG FISMA, European Commission11:30 – 12:00 Overview of the ETF Landscape in the United Arab EmiratesModerator: Deborah Fuhr, Managing Partner, Founder, ETFGI  Sherif Salem, CIO - Public Markets, Chimera CapitalJoseph El Am, General Manager – MENA, StashAway12:00 – 12:30 Overview of the ETF Landscape in QatarModerator: Deborah Fuhr, Managing Partner, Founder, ETFGI  Todd Gibson, Partner, K&L GatesAkber Khan, Senior Director – Asset Management, Al Rayan InvestmentMohsin Mujtaba, Director, Product and Market Development, Qatar Stock Exchange Talal Samhouri, Portfolio Manager, Aventicum12:30 – 13:00 Exhibit Hall &amp; Networking13:00 – 13:30 Hot Regulatory Topics Impacting ETFs in the US and EuropeModerator: Deborah Fuhr, Managing Partner, Founder, ETFGI  Georgia Bullitt, Partner, Willkie Farr &amp; Gallagher LLPHenrietta de Salis, Partner, Willkie Farr &amp; Gallagher LLP 13:30 – 14:00 Regulatory Issues Impacting ETF Trading and Market StructureModerator: Deborah Fuhr, Managing Partner, Founder, ETFGI  Gunjan Chauhan, Global Head of ETF Capital Markets &amp; Strategic Partners SPDR ETF Business, State Street Global AdvisorsKeshava Shastry, MD, Global Head of Capital Markets, Deutsche Bank14:00 - 14:15 Overview of the ETF Landscape in Saudi Arabia  Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI   Mark Makepeace, CEO, Wilshire14:15 – 14:45 Trends in the ETF Industry in Europe and MEA  Speaker: Deborah Fuhr, Managing Partner, Founder, ETFGI  14:45 – 15:00 Closing RemarksSEPTEMBER 16, 2022 (DAY 3)VIRTUAL12:00 - 12:30 Exhibit Hall &amp; Networking12:30 – 13:00 Fireside ChatModerator: Deborah Fuhr, Managing Partner, Founder, ETFGI  Martin Moloney, Secretary General, IOSCO13:00 – 13:30 Overview of the ETF Landscape in South AfricaModerator: Deborah Fuhr, Managing Partner, Founder, ETFGI  Tobie van Heerden, CEO, 10X InvestmentsMichael Mgwaba, Head of Exchange Traded Products, Markets Absa CIBNerina Visser, ETF Strategist, etfSA Portfolio Management Company13:30 - 14:00 Overview of the ETF Landscape in AfricaModerator: Deborah Fuhr, Managing Partner, Founder, ETFGI  Tiaan Bazuin, Chief Executive Officer, Namibian Stock ExchangeKopano Bolokwe, Head of Product Development, Botswana Stock ExchangeDuma Mxenge, Business Development Manager, SatrixNerina Visser, ETF Strategist, etfSA Portfolio Management Company14:00 – 14:30 Exhibit Hall &amp; Networking14:30 – 15:00 Hot Topics Impacting Index Providers Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  Rick Redding, CEO, Index Industry AssociationJohn Davies, Non-Executive Director and Former Global Head of ETP’s, S&P Global 15:00 – 15:30 Women in ETFs – Managing Career TransitionsModerator: Deborah Fuhr, Managing Partner, Founder, ETFGI  Mandy Chiu, CFA, Head of Product, Tabula Investment Management15:30 – 16:00 Regulatory Consultations Impacting ETFsModerator: Deborah Fuhr, Managing Partner, Founder, ETFGI  Stacy Fuller, Partner, K&L GatesBrian Higgins, Partner, Dillon Eustace 16:00 – 16:10 Closing Remarks

<a href="https://mcusercontent.com/551a1415abdf7c25dbc1a66fe/files/9900e292-47b6-b614-9b18-c3d2df12cf85/EMEA_Brochure_2022_compressed.pdf" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Last year's conference brochure</a>

Frequently Asked QuestionsWhat is the registration cancellation policy?Cancellations received by May 13, 2023 are subject to a $150 USD administrative fee. Notice of cancellation must be received in writing. After May 13, 2023, 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.

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