Looking forward to our 5th Annual ETFGI Global ETFs Insights Summits – U.S. in NY City on Oct 29th! Few remaining spaces available
??Only few remaining spaces available! Register Now as we look forward to our 5th Annual ETFGI Global ETFs Insights Summits -?U.S. taking place on October 29th at The Yale Club of New York City.
Here’s a detailed look at the agenda and speaker lineup for the event: (check our website for updates):
AGENDA
??October 29 -?The Yale Club of New York City,?50 Vanderbilt Ave, New York, NY 10017.
*From 8.45am - 6.30pm (all times are ET)??
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8.45am - 9.30am Registration & Networking Breakfast
9.30am - 9.40am Welcome Remarks?
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9.40am - 10.10am Fireside Chat with Bryon Lake, Chief Transformation Officer, Goldman Sachs Asset Management
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Bryon Lake, Chief Transformation Officer for the Client Solutions Group in Asset & Wealth Management, Goldman Sachs
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10.10am - 10.50am Understanding Market Trends and User Behavior in ETFs?
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Scott Acheychek, COO, REX Financial
Naomi DePina, ETF Sales, GTS
Bruce Saltzman, CFA, Managing Director, Head of Americas ETF Capital Markets, State Street Global Advisors
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10.50am - 11.30am The Evolution and Future of Active ETFs?
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Cleo Chang, Chief Investment Solutions Officer, Avantis Investors
Josh Jacobs, Chief Commercial Officer – ETFs, Global Fund Services, U.S. Bank
Barry Pershkow, Partner, Chapman and Cutler LLP
Anita Rausch (Schindelheim) CETF, Global Head of ETF Capital Market, AllianceBernstein
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11.30am - 12pmTrends and Insights on FINRA’s Role in Shaping ETFs and Their ?
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Jim Toes, President & CEO, Security Traders Association
Richard Vagnoni, Senior Economist, FINRA
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12pm – 12.40pm Hot Regulatory Topics - SEC and the Future of ETFs
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Barry Pershkow, Partner, Chapman and Cutler LLP
Peter Shea, Partner, K&L Gates
Morrison Warren, Co-Chair Investment Management Group, Chapman and Cutler LLP
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12.40pm - 1.40pm Networking Lunch?
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1.40pm - 2.20pm What’s Next for Digital Asset Tokenization
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Sandy Kaul, Head of Digital Asset and Industry Advisory Services, Franklin Templeton
Ophelia Snyder, Co-Founder, President, 21.co
Morrison Warren, Co-Chair Investment Management Group, Chapman and Cutler LLP
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2.20pm - 3pm Emerging Trends in Model Portfolios and Future Opportunities
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
领英推荐
Eric Biegeleisen, CFA, Partner, Deputy CIO, 3EDGE Asset Management
Jake Gilliam, CFA, Managing Director - Head of Portfolio Construction Solutions, Charles Schwab
Kim Tilley, Managing Director, Head of Investment Solutions, Lazard Asset Management
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3pm - 3.20pm Networking Coffee Break
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3.20pm -4pm International ETF Markets: Regional Insights
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Monica Camino Matta, CFA, MBA, Business Development Manager, U.S. Offshore, Vanguard
Jessica Clancy, ETF Strategist, Jane Street
Peter Shea, Partner, K&L Gates
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4pm - 4.40pm Future Perspectives: Insights from Industry Leaders?
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Frank Koudelka, SVP, Global ETF Product, State Street
Amrita Nandakumar, President, Vident Asset Management
Steven Schoenfeld, Chief Executive Officer, MarketVector Indexes
Michael Venuto, Chief Investment Officer, Tidal Financial Group
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4.40pm - 5.10pm Future of ETFs: Trends and Analysis by ETFGI?
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
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5.10pm - 5.15pm Closing Remarks?
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5.15pm - 6.30pm Drinks Reception? ? Hosted by Waystone?
Limited tickets are available, so we encourage you to register now and secure your spot to network and connect with key industry leaders.
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?used, selected and traded?and hear about the most current regulatory, index, product trends: active, bitcoin, crypto,?thematic and trading developments that are impacting investors.
Why Attend?
?? Free Registration: For CFA members, buy-side institutional investors, and financial advisors.
?? CPD Credits: Earn educational credits.
?? On-Demand Access: All sessions will be recorded and accessible after the event.
?? Industry?Leaders: Engage with ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and more.
?? Exclusive In-Person Networking: Networking lunch and?a networking?drinks reception sponsored by Waystone
You can also register for our 6th Annual ETFGI Global ETFs Insights Summits -#Canada – November 27th in Toronto. Register?at https://bit.ly/4bu7Mv8
???Check out the agenda, speakers, and topics from previous successful events to see what you can expect this year!
If you are?interested?in?sponsoring or speaking at any of our upcoming events or have any questions,?please contact us [email protected] and [email protected].
Thank you to our Sponsors: Cboe Global Markets, Chapman and Cutler LLP, GTS, Jane Street, K&L Gates, REX Financial, State Street, State Street Global Advisors, Vident Asset Management, U.S. Bank, Waystone
Thank you to our Supporters: CAASA - Canadian Association of Alternative Strategies & Assets, CAIA Association, CFA Society Japan - 日本CFA協会 , etf.com, ETF?TV, exchangetradedfunds.com, Psaros Center for Financial Markets?and Policy, Irish Funds, Jobs in ETFs, Mondo Visione Ltd., QWAFAFEW Friends, Savvy Investor, Women in ETFs