ETFGI Global ETFs Insights Summit - ESG & Active ETFs Trends

Register now for the ETFGI Global ETFs Insights Summit on ESG and Active ETFs Trends, March 24th & 25th

This event will provide an overview of the regulatory environment, public policy, investor initiatives and fiduciary obligations to help institutional investors and financial advisors understand how ESG and Active ETFs strategies are being implemented across portfolios.

Free registration and CE credits are offered to buyside investors and financial advisors. If you cannot attend on the day, register and you will receive the links to the session recordings.

DAY 1 AGENDA

WEDNESDAY, MARCH 24

*Eastern Time

8am – 8:30am Registration, Exhibit Hall and Networking

8.30am – 9:00am ESG Practical Implications for Asset Managers, Investors and Index Providers

• ESG initiatives that are trending globally

• What is the positioning of regulators and market participants on ESG?

• What are the practical implications for investors?

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Panellists:

Linda French, Assistant Chief Counsel, Investment Company Institute (ICI)

Michelle Moran, Partner, K&L Gates LLP

Peter J. Shea, Partner, K&L Gates

9:00am – 9:30am EU Benchmark and Sustainable Finance Disclosure Regulations

• Understanding SFDR

• EU climate benchmarks and ESG disclosure of benchmarks

• Benchmark regulations BMR

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Panellists:

Ciara O’Leary, Partner, Dechert LLP

Rick Redding, CEO, Index Industry Association

9:30am – 10:05am ESG Trends for Equity, Fixed Income and Multi Asset Portfolios

• EU’s SFDR and benchmark regulations - Implications for investors

• Implementing ESG in Equity portfolios utilising available ratings and rankings

• Appling ESG to government, corporate and fraud fixed income portfolios

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Panellists:

Olga De Tapia, Global Head of ETFs Sales, HSBC

Howie Li, Head of ETFs, Legal & General Investment Management

Frédéric Hoogveld, Head of Product Development & Specialists – ETF, Indexing & Smart Beta, Amundi

10:05 am - 10:35 am Implementing ESG Integrated Products

• How to use data and ratings to your advantage

• Using ESG as a risk mitigator and return generator

• How diversity and climate impact performance

Moderator: John Jacobs, Executive Director, Center for Financial Markets and Policy, McDonough School of Business, Georgetown University

Panellists:

Diana van Maasdijk, Co-Founder & Executive Director, Equileap

Hernando Cortina, Head of Index Strategy, ISS ESG

10:35am – 11:00am A Case Study: Managing a Large Cap Core ESG ETF

• Key flaws to avoid in ESG investing

• Integrating AI, big data and cloud computing in ESG investing

• Is ESG investing best suited to index or active assets management?

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Panellists:

Kyle Balkissoon, Managing Director, Portfolio Manager, Stance Capital

Bill Davis, Founder & Managing Director, Stance Capital

11:00am – 11:15am Networking Break

11:15 am – 11:45 am The Future of ESG Investing

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Panellists:

Mark Raes, MD, Head of Products, BMO Global Asset Management

Zohaib Saeed, Passive Product Specialist, DWS

11:45 am – 12:15 pm Best Practices when Trading ESG ETFs

• How are investors using RFQs and trading tools?

• Transitioning from market cap to ESG

• Understanding equity and fixed income liquidity

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Panelists:

Matthew Goddard, Managing Director, Head of Canadian ETFs and Futures, Strategic Advisor to the Data Cognition Team, BMO Capital Markets

Kai Steverding, Institutional Trader, Flow Traders B.V.

12:15pm – 12:50pm How are Investors Integrating ESG into Their Equity, Fixed Income and Multi Asset Portfolios

• The evolution of ESG implementation

• Understanding the differences and index methodology

• ETF selection and due diligence

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Panelists:

​​​​​​​Raymond Backreedy, CIO, Sparrows Capital Limited

Deborah Yang, CEO & Co-Founder, VESTI.AI

Graham Cook, CFA, Chief Investment Officer, Environment Agency Pension Fund

12:50pm – 1:30pm Exhibit Hall & Networking

DAY 2 AGENDA 

THURSDAY, MARCH 25

*EASTERN TIME

7:00am – 8:00am Exhibit Hall and Networking

8:30am – 9:00am Women in ETFs Panel – The Case for Diversity

• Women on boards: Global trends in gender diversity
• How diversity, inclusion and ESG is helping women globally
• How to utilise networking and mentorship to grow your career

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Panelists:

Christine Berg, Managing Director, Head of Americas Index Client Coverage, MSCI Inc.

Tammy Cash, EVP, Head of Marketing, Horizons ETFs

Helena Conradie, CEO, Satrix

Rebecca Sin, Co-Chair, WE APAC

9:00am – 9:30am Overview of Active and ESG ETFs Trends in the ETF Industry 

Speaker: Deborah Fuhr, Managing Partner, Founder, ETFGI

9:30am - 10:00am ESG and Active ETFs in Europe Versus US

• ESG ETFs: Similarities and differences
• Active ETFs: What is allowed in Europe vs. US?
• EU and US outlook for 2021

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Panelists:

Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP

Henrietta De Salis, Partner, Willkie Farr & Gallagher LLP

10:00am – 10:30am Practical Considerations of Fund Conversions into ETFs

• Converting funds into ETFs
• Converting private funds into ETFs
• Converting mutual funds into ETFs

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Panelists:

Alexandra Alberstadt, Partner, Practus LLP

Jim Atkinson, CEO, Guinness Atkinson Asset Management, Inc.

Rory Riggs, CEO, Syntax

10:30am – 10:45am Networking Break 

10:45am – 11:10am Assessing the Potential for Active Management and ESG Strategies

• What is the potential for active management?
• The rise in thematic investing
• The outlook for ESG

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Speaker:

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

11:10am – 11:35am A Case Study: Innovating Investments with AI

• How to combine deep learning and AI in portfolio management
• Using AI to identify high quality alpha
• How can AI improve execution and lower cost

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Speaker: 

Geeseok Oh, CAIA, Managing Director, Qraft Technologies Inc.

11:35am – 12:05pm Active ETFs Now and in the Future

• Review and contrast of the current platforms for Active ETFs
• Measuring the success of new launches to date
• What is the future for Active ETFs?

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Panelists:

Tony Baker, Founder and CEO, Investment Innovations LLC

Stephen Clarke, President, Advanced Fund Solutions LLC, an Eaton Vance subsidiary

12:05pm - 12:30pm Evolution of Thematic ETFs

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Panelists:

Bill Davis, Founder & Managing Director, Stance Capital

Jon Maier, Chief Investment Officer, Global X ETFs

Mark Perchtold, Director, Omba Advisory & Investments Ltd

12:30pm – 12:45pm Closing Remarks

Registrations are open for all of the ETFGI Global ETFs Insight Summits for 2021. The virtual events schedule is:

ESG and Active ETFs Trends, March 24th & 25th Register Here

2nd Annual Latin America, April 14th & 15th Register Here

2nd Annual USA, May 19th & 20th Register Here

2nd Annual Europe & MEA, September 15th & 16th Register Here

2nd Annual Asia Pacific, November 2nd & 3rd Register Here

3rd Annual Canada, December 1st & 2nd Register Here