8:00-8:45 – Registration/Continental Breakfast
8:45-9:00 – Chairman’s Welcome
Chris Romano, Director of Research, ETF Global
9:00-9:30 – Opening Keynote
Dr. Brian Portnoy, Director of Investment Education, Virtus Investment Partners
9:35-10:25 – New-to-Market ETF Roundtable (sponsored by US Bancorp Fund Services)
This panel of successful Asset Managers will highlight their firm’s ETFs that have recently gone public and reflect some of the strategies that are currently most in demand by investors. Our expert panelists will bring you timely insights on their most cutting-edge investment strategies and discuss what drove their respective decisions to embrace the ETF structure.
10:25-10:45 – Morning Break
10:50-11:40 – The Challenges of Establishing a Differentiated Asset Management Brand
The world of selling intangible financial products has historically been one of the most highly competitive challenges within the Asset Management arena. Perhaps there is no more vivid example of this than Exchange-Traded-Funds. With over 2,000 U.S Listed products, how do both ETF Issuers and those Advisors who embrace the products establish a unique brand and make themselves distinct from the competition? Our panel of Branding, Marketing, Media and Public Relations experts will call on their deep industry experiences in order to identify the apparent and those more obscure challenges as well as define what they consider to be the best paths to success.
11:45-12:35 – The Need to Differentiate Among Smart Beta Strategies
Smart Beta has become a “catch-all” category for many, very different strategies that need to be evaluated, analyzed, selected and managed on the merits, metrics and against the benchmarks that are relevant to their respective individual strategies. Our panel of experts will examine the trap that can be created by aggregating all these rules-based strategies into one general category as well as examine how PMs and Advisors are using these strategies within their portfolios. Our experts will also discuss the benefits and nuances of the different methodologies available.
12:35-1:30 – Luncheon & Networking Session
Sponsors Exhibit Hall
1:30-2:00 – ETF Global® Portfolio Challenge honoring the Spring 2017 Top 5 Winners
Jim Pacetti, Director of Marketing, ETF Global
1st Place: Ethan O’Donnel, St. John Fisher College
2nd Place: Cole Smith, St. John Fisher College
3rd Place: Phat Huynh, St. John Fisher College
4th Place: Carlin Lydon, St. John Fisher College
5th Place: John Lehsten, St. John Fisher College
2:00-2:50 – Today’s Complex World of Investing for Yield
The fixed income markets have undergone a series of significant changes, re-defined the current role of bank trading desks, regulatory capital and the implementation of Dodd-Frank. In an environment of rising rates and volatile equities, credit has become an asset class of increasing interest both in terms of the yield potential and uncorrelated returns. In addition to “traditional” fixed income instruments, we will discuss more complex strategies, investment structures and their suitability within a managed portfolio.
2:50 – 3:10 Afternoon Break
3:15 – 4:05 – The Future of ESG and Social Impact Issues in Investment Management
The practice of considering environmental, social and governance (ESG) issues in investing has evolved significantly from its origins in the exclusionary screening of listed equities on the basis of moral values. A variety of methods are now being used by a wide spectrum of investors from value-motivated to values-motivated. In considering ESG issues across asset classes, we will explore the difference between SRI, CSR, RI, Sustainable investing and ESG. Join these thought leaders in discussing how the application of ESG ratings and other social impact factors can lead to more complete investment analyses and better-informed investment decisions.
4:10 – 5:05 – Around the Globe: Best Opportunities for 2017-2018
Today’s asset managers can increase their levels of success by gaining a thorough understanding of the macro environment from policy and economic cycle perspectives, particularly when combined with proper time horizons both domestically and internationally. Our experts will discuss relative sector performance and asset allocation methods as they examine where the best opportunities remain for this year, as well as, look ahead to 2018 to see where they may lie.
5:05-5:10 – Closing Remarks
Chris Romano, Director of Research, ETF Global
5:10-6:10 – Networking Cocktail Reception (Exhibit Area)
There will be a private reception for attendees immediately following the program.
*This event has been submitted to the CFA Institute for 6 hours of CE credit, IMCA® for 6 hours of CE credit towards the CIMA®, CIMC®, and CPWA® certifications and the CFP Board for 6 hours of CE credit towards the CFP certifications.
* The Expert Series reserves the right to alter the agenda without notice, including substitution or cancellation of speakers and/or topics.