$0 – $450

ETFGI Global ETFs Insights Summit - Toronto

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Date and Time

Location

Location

The St. Regis Toronto

325 Bay Street

Toronto, ON M5H 4G3

Canada

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Refund Policy

Refund Policy

Refunds up to 30 days before event

Event description

Description

Utilising ETFGI’s unparalleled global data, analysis and over 20 years of experience covering trends in active, index, ESG, factor, thematic investing through ETFs and funds, Global ETFs Insights summits offer thought-provoking discussions by industry leaders discussing how institutional investors and financial advisors can make and implement informed investment decisions. The conferences will be held in Toronto, New York, London and Hong Kong.




DRAFT AGENDA
(Final Program will be Tailored to Issues Specific to each Jurisdiction)


8:00 am - 8:50 am Registration and Breakfast


8:50 am – 9:00 am Opening Remarks

Deborah Fuhr, Managing Partner, Founder, Owner, ETFGI


9:00 am – 9:45 am Global Economic Outlook – Politics and Policy and the Impact on Investments

  • Current outlook for the global and regional economies

  • Trade wars

  • US tension with China and North Korea

  • Brexit update


9:45 am – 10:15 am Keynote Address


10:15 am – 11:00 am How Regulations are Impacting Investor Choice

  • How are regulations impacting ETFs, indices and investment product development in major regions of the world

  • Review of regulations impacting ETF trading and liquidity

  • Update on the US ETF rule, non-transparent active

  • Meeting regulatory requirements: proficiency, suitability, disclosure


11:00 am – 11:30 am Refreshment and Networking Break


11:30 am – 12:00 pm Global Insight on the Use of ETFs

  • How is the use of ETFs changing by institutional investors and financial advisors

  • Where are the flows going?

  • Review of product innovation trends

  • Fee wars

Deborah Fuhr, Managing Partner, Founder and Owner, ETFGI


12:00 pm – 12:45 pm Leaders from the ETF Ecosystem Discuss the Key Challenges and Opportunities

  • Impact of ETFs on trading and the markets in general

  • Understanding and evaluating ETF liquidity

  • Examination of the need for specific trading rules for ETFs

  • Review of product innovation trends


12:45 pm – 1:45 pm Networking Luncheon


1:45 pm – 2:30 pm How Are Institutions and Financial Advisors Using ETFs

  • What is ESG and how is it being implemented in portfolios?

  • Who is using fixed income ETFs and how are they being used?

  • Will thematic investing replaced sector investing?

  • What are the trends in the use of Smart beta, active and alt investing?


2:30 pm – 4:00 pm Refreshment and Sponsor Workshops
Breaking into smaller groups at tables hosted by sponsors, participants will have the opportunity to discuss with their peers topics of importance and interest raised earlier in the day relating to ETFs, as well as raise any questions with, and obtain guidance from, outside experts. The seating will rotate after 45 minutes.


4:00 pm – 4:45 pm What are the Future Trends that Will Impact Investor and ETFs

  • Millennials and women investors impact on products and advisors

  • How and where are we likely to see Crypto ETFs and who will use them

  • Can Robo advisors and digital platforms be profitable


4:45 pm – 4:50 pm Closing Remarks


Contact Information

To sponsor, or if you have any questions, please contact:


Deborah Fuhr, Managing Partner, Founder, Owner, ETFGI

+44 777 5823 111 or deborah.fuhr@etfgi.com


Margareta Hricova, Director of Marketing and Business Operations, ETFGI


Frequently Asked Questions


What is the registration cancellation policy?

Cancellations received by November 18, 2019 are subject to a $150 USD administrative fee. Notice of cancellation must be received in writing. After November 18, 2019, 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 "buyside" for a complimentary pass?

Buyside complimentary passes are provided for members of the buyside 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.

What if I have dietary restrictions or other special needs?

Please provide any dietary restrictions or special needs during your conference registration or contact the conference organizers.

Is the conference open to the media?

Yes, this conference is open to the media.

What is the conference dress code?

The conference dress code is business attire.

Does the conference offer sponsorship opportunities?

Yes. For information regarding sponsorships, please contact Deborah Fuhr at deborah.fuhr@etfgi.com.

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Date and Time

Location

The St. Regis Toronto

325 Bay Street

Toronto, ON M5H 4G3

Canada

View Map

Refund Policy

Refunds up to 30 days before event

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