4th Annual ETFGI Global ETFs Insights Summit - United States

ETFGI

4th Annual ETFGI Global ETFs Insights Summit - United States - October 4 &amp; 5, 2023

The Yale Club

Register Now to join us on Oct 4 and 5th for our 4th annual ETFGI Global ETFs Insights Summit - United States Oct 4th day 1 - In person from 8:15am – 6pm ET with a networking drinks reception in New York city at the Yale Club. All sessions will be recorded. Attendees will receive access to virtual event content on day 2. Oct 5th day 2 - Virtual panel discussions on our virtual event platform.CE credits and free for IFAs and institutional investors – spaces are allocated on a first-come basis as spaces are limited.AGENDADAY 1 (Oct 4) The Yale Club, New York City8:15am Registration and Welcome Coffee 8:50am – 8:55am Welcoming Remarks 8:55am - 9:30am The ETF Journey: Learning from the Past, Shaping the Future Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Rory Tobin, Global Head of SPDR ETFs &amp; Head of SSGA EMEA, State Street Global Advisors 9:30am – 10:00am Global Macro Outlook Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  Kristina Hooper, Chief Global Market Strategist, Invesco 10:00am - 10:40am Trading Trends and Trading Tools    Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI   John F. Donovan, CAIA, Director, BlackRock Chris Hempstead, Head of ETF AP and Global Portfolio Trading, Mirae Asset Securities USAVictor Werny, Director, North American ETP Listings, Cboe Global Markets 10:40am – 11:00am Networking Break 11:00am – 11:45am The Outlook for Crypto ETFs and Tokenization  Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Yassine Elmandjra, Crypto Lead, ARK Invest Matthew Hougan, Chief Investment Officer, Bitwise Asset Management Annemarie Tierney, Founder and Principal, Liquid Advisors Inc. Morrison C. Warren, Co-Chair Investment Management Group, Chapman and Cutler LLP 11:45am - 12:30pm Beyond Passive: Active ETFs Today and Tomorrow Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGIBrian Kelleher, Chief Revenue Officer, Simplify Asset Management   Barry Pershkow, Partner, Chapman and Cutler LLP Edward Rosenberg, Managing Director, Texas Capital Bank 12:30pm – 1:15pm Networking Lunch 1:15pm – 2:00pm Index Provider Regulation, Trends in ESG ETFs, Offering ETFs in the US vs EuropeModerator: Deborah Fuhr, Managing Partner, Founder, ETFGI Luke Oliver, Head of Climate Investments, KraneShares Tara O'Reilly, Partner and Co-Head Asset Management and Investment Funds, Arthur Cox Peter Shea, Partner, K&L Gates LLP 2:00pm – 2:30pm Index Industry Trends Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Alex Matturri, Member of the Board of Directors, Cboe Global Markets Rick Redding, CEO, Index Industry Association 2:30pm – 2:50pm Networking Break 2:50pm – 3:35pm Model Portfolios in Focus: Future Trends and Opportunities Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI John Stoltzfus, Chief Investment Strategist, Oppenheimer Asset Management Kim Tilley, Director, Lazard Asset Management Richard Tseng, Senior Portfolio Manager, Bank of America3:35pm – 4:20pm ETF Product Trends Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Amrita Nandakumar, President, Vident Jeremy Smith, Partner, Ropes &amp; Gray LLP 4:20pm – 4:55pm Women in ETFs: Top 3 Trends in Asset Management, Career and Diversity  Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Diana van Maasdijk, CEO &amp; Co-Founder, Equileap Jim Ross, Chairman at Fusion Acquisition Corp II, Chairman and CEO, Winnisquam Capital LLC 4:55pm - 5:00pm Closing Remarks5:00pm – 6:00pm Networking Drinks Reception sponsored by WaystoneThursday Oct 5th, Day 2 Virtual*Please note that all times listed are Eastern Time10:00am – 10:05am Welcoming Remarks10:05am – 10:35am Regulatory Developments in EuropeModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIBrian Higgins, Partner, Dillon Eustace LLP10:35am – 11:05am Trends in the ETFs Industry – ETFGI Research Deborah Fuhr, Managing Partner, Founder, ETFGI11:05am Replaying Select Sessions from Yesterday's In-person Event

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.CPD credits and free registration for financial advisors and institutional investors - <a href="https://www.eventbrite.com/e/4th-annual-etfgi-global-etfs-insights-summit-united-states-tickets-546313276717?aff=erelexpmlt">Register Now</a>

Frequently Asked QuestionsWhat is the registration cancellation policy?Cancellations received by August 20, 2023 are subject to a $150 USD administrative fee. Notice of cancellation must be received in writing. After August 20, 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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