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ETFs Global Markets Roundtable - US/Latin America (New York)

Capital Markets Strategies, LLC and ETFGI LLP

Tuesday, May 15, 2018 from 7:30 AM to 5:00 PM (EDT)

ETFs Global Markets Roundtable - US/Latin America (New...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Regular Registration May 15, 2018 $695.00 $0.00
Buyside (Portfolio Managers & Trading Professionals at Institutional Investor Firms, and Investment Advisers - Please see FAQs for Details)
Subject to conference organizer verification and approval before final confirmation
May 15, 2018 Free $0.00
Subject to conference organizer verification and approval before final confirmation
May 15, 2018 Free $0.00

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Event Details

The 2018 ETFs Global Markets Roundtable series of conferences will offer an opportunity for a substantive and in-depth discussion about the liquidity, trading, technological and regulatory developments impacting ETFs in the respective jurisdictions. 

The events are designed to provide the opportunity for institutional investors and financial advisors, as well as other market participants and professionals involved in the ETF space, to hear current thoughts from industry leaders on ETF trends, market structure and regulation, and obtain a better understanding of how to trade and use ETFs, and of the impact that ETFs have on the markets and market structure.

Schedule of Conferences:


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 and the impact on markets 
  • Innovations in the ETF industry and the effect on buyside trading 
  • Impact of regulatory developments in trading on ETFs 

Joseph Cavatoni, Managing Director, World Gold Council
Laura Morrison, SVP, Global Head of Exchange Traded Products, Cboe Global Markets
Jon Maier, CIO, Global X
Steve Oh, Director, ETF Product, Listings & Trading, Nasdaq
Eric M. Pollackov, Global Head of ETF Capital Markets, PowerShares by Invesco

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


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

Speaker to be Announced


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

  • Update from regulators on key developments and studies impacting ETFs 
  • Examination of the need for specific trading rules for ETFs 
  • Impact on ETFs of suggested changes to equity and fixed-income market structure 
Ari Burstein, Moderator
Capital Markets Strategies
Michael E. Coe
Assistant Director, Office of Market Supervision, Division of Trading & Markets
US Securities and Exchange Commission

Barry Pershkow

Chapman and Cutler

Christine Podolak
Senior Director, Exchange Traded Products Surveillance & Investigations

Peter J. Shea
K&L Gates LLP

Additional Speakers to be Announced


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
Justin Schack, Moderator
Managing Director/Partner
Rosenblatt Securities
John Dibacco
ETF Trading
Virtu Financial
Andrew Upward
ETF Strategy
Jane Street Group
Bill Stush 
Managing Director, Head of Trading
Flow Traders US Institutional Trading
Additional Speakers to be Announced

12:30pm–1:15pm Luncheon and Keynote Speaker 

“Fireside Chat” on the Future of the ETF Industry

Dan Draper
Managing Director of Global ETFs
PowerShares by Invesco

Doug Cifu
Virtu Financial

1:15pm-2:00pm Exchange Roundtable  

  • Discussion on how to trade ETFs more efficiently on exchanges 
  • Examination of issues around market maker incentives 
  • Discussion of competition for ETF listings  
Eric M. Pollackov, Moderator
Global Head of ETF Capital Markets 
PowerShares by Invesco
Steve Oh
Director, ETF Product, Listings & Trading
Laura Morrison
SVP, Global Head of Exchange Traded Products
Cboe Global Markets
Douglas M. Yones
Head of Exchange Traded Products
New York Stock Exchange

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

Deborah Fuhr
Managing Partner

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 
Rochelle Antoniewicz
Senior Director for Industry and Financial Analysis
Investment Company Institute
Ron Bundy
CEO of Indexes
FTSE Russell

Luke Oliver
Head of ETF Capital Markets 
DWS Xtrackers ETFs

Steve Sachs
Managing Director, Investment Management Division
Goldman, Sachs & Co.
Additional Speakers to be Announced


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 the growth of robo-advisers and fund platforms
  • Examination of issues surrounding distribution 
Deborah Fuhr, Moderator
Managing Partner
Rajan Chari
Jon Maier
Global X
Bernie Nelson
President - North America
Style Research
Additional Speakers to be Announced

4:30pm Conference Adjournment 







Frequently Asked Questions

What is the registration cancellation policy?

Cancellations received by April 30, 2018 are subject to a $150 administrative fee. Notice of cancellation must be received in writing. After April 30, 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 or Ari Burstein at


Have questions about ETFs Global Markets Roundtable - US/Latin America (New York)? Contact Capital Markets Strategies, LLC and ETFGI LLP

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When & Where

Metropolitan Club
1 East 60th Street
New York, NY 10022

Tuesday, May 15, 2018 from 7:30 AM to 5:00 PM (EDT)

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