---

Agenda

7:30am-8:00am Registration and Continental Breakfast

8:00am-10:00am Buyside-Only Workshop

Separated into small groups, participants in the buyside-only morning workshop will have the opportunity to discuss with their peers a number of topics of importance relating to ETFs, as well as raise any questions with, and obtain guidance from, outside experts.

Topics to be discussed will include:

• How institutions are trading ETFs

• Understanding and evaluating ETF liquidity

• Experiences to date with MiFID and its impact on ETFs

• Innovations in the ETF industry and the effect on buyside trading

Discussion Leaders:

• Thomas Bartolacci, Head of European ETF Capital Markets, Vanguard

• Jurgen Blumberg, Head of Capital Markets EMEA, PowerShares by Invesco

• Henry Glynn, Head of ETF Capital Markets Europe, VanEck

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

• Frank Mohr, Global Head ETF Sales Trading, Commerzbank

• Laura Morrison, SVP, Global Head of Listings, Cboe Global Markets

• John Reade, Chief Market Strategist, World Gold Council

• Henry Reece, Head of Sales, Susquehanna International Group

• Tom Stephens, Head of International ETF Capital Markets, JP Morgan Asset Management
  
  

10:00am-10:30am Refreshment and Networking Break

10:30am-11:00am Opening Remarks and Keynote Address

"Fireside Chat" on ETF Policy and Regulatory Issues

Martin Moloney
Special Advisor (Policy & Risk)
Central Bank of Ireland

Robert Taylor
Head of Global Asset Management Regulatory Strategy
Financial Conduct Authority

11:00am-11:45am Examining the Impact of Regulatory Developments on ETFs

• MiFID and ETFs – early impressions

• Update from regulators and policymakers on key developments and studies impacting ETFs

• Examination of the need for specific trading rules for ETFs
  
  

Monica Gogna, Moderator
Partner
Dechert

Federico Cupelli
Senior Regulatory Policy Advisor
EFAMA (European Fund and Asset Management Association)

Michelle Moran
Partner
K&L Gates

Sander van Nugteren
Managing Director, ETF and Index Investments
Blackrock

11:45am-12:30pm Creating Better Trading Systems and Trading Tools – How Institutions are Trading ETFs

• Most commonly used strategies in trading ETFs

• The use of RFQ platforms for ETFs

• How to evaluate the ETF trade and best execution issues

• Examination of pre-and post-trade transparency

Ari Burstein, Moderator
President
Capital Markets Strategies

Gregoire Blanc
Head of Capital Markets
Lyxor ETF

Frank Mohr
Global Head ETF Sales Trading
Commerzbank

Henry Reece
Head of Sales
Susquehanna International Group

Slawomir Rzeszotko
Head of Institutional Sales & Trading, Europe
Jane Street

Jason Xavier
Head EMEA ETF Capital Markets
Franklin Templeton Investments

12:30pm-1:15pm Luncheon and Keynote Address

“Fireside Chat” on the Future of the ETF Industry

Manooj Mistry
Co-Head Index Investing
DWS

Rory Tobin
Global Head – SPDR ETF Business
State Street Global Advisors

1:15pm-2:00pm Exchange Roundtable

• Discussion on how to trade ETFs more efficiently on exchanges

• Discussion of competition for ETF listings

• Examination of the ETF settlement system

Ari Burstein, Moderator
President
Capital Markets Strategies

Lida Eslami
Head of ETPs Business Development
London Stock Exchange

Benjamin Fussien
Managing Director - Head of ETFs & Investment Funds
Euronext

Stephan Kraus
Senior Vice President, Cash Market Development
Deutsche Börse AG

Laura Morrison
SVP, Global Head of Listings
Cboe Global Markets

2:00pm-2:15pm Presentation - Overview of Trends Impacting the ETF Industry

Deborah Fuhr
Managing Partner
ETFGI LLP

2:15pm-3:00pm Understanding and Evaluating ETF Liquidity – Busting the Myths around the Impact of ETFs on the Markets

• Discussion of concerns surrounding ETF liquidity

• Are ETFs really contributing to volatility in the markets?

• Metrics for gauging ETF liquidity

• Examining the growth of passive investing and the impact on trading

Deborah Fuhr, Moderator
Managing Partner
ETFGI LLP

Jurgen Blumberg
Head of Capital Markets EMEA
PowerShares by Invesco

Thomas Bartolacci
Head of European ETF Capital Markets
Vanguard

Henry Glynn
Head of ETF Capital Markets Europe
VanEck

Paul Young
SPDR ETF Capital Markets - EMEA
State Street

3:00pm-3:30pm Refreshment and Networking Break

3:30pm-4:30pm Bringing New ETFs to Market – An Examination of Innovation and Distribution in the ETF Industry

• Examination of new ETF product offerings and approvals

• Discussion of offerings of ETFs in jurisdictions across EMEA

• Discussion of the growth of robo-advisers and fund platforms

• Examination of issues surrounding distribution

Deborah Fuhr, Moderator
Managing Partner
ETFGI LLP

Bryon Lake
Managing Director, Head of International ETF
J.P. Morgan Asset Management

Pat Lardner
Chief Executive
Irish Funds

Howie Li
Head of ETFs
Legal & General Investment Management

Tara O'Reilly
Partner
Arthur Cox

4:30pm Conference Adjournment

---

Frequently Asked Questions

What is the registration cancellation policy?

Cancellations received by April 5, 2018 are subject to a $150 administrative fee. Notice of cancellation must be received in writing. After April 5, 2018, 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 discretion of the conference organizers. Complimentary bookings made online are still subject to verification before final confirmation by the conference organizers 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 discretion of the conference organizers.

Who qualifies as "buyside" for a complimentary pass?

Buyside complimentary passes are provided for portfolio managers and trading professionals at institutional investor firms, and investment advisers only. All buyside complimentary passes are subject to the conference complimentary pass 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 or Ari Burstein at ari.burstein@capmktstrategies.com.