8:00-8:45 – Registration/Continental Breakfast (sponsored by JConnelly)
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.
Moderator: Mike Castino, U.S. Bancorp Fund Services
Michael Mell, Director-Custom Indices, S&P Dow Jones indexes
Tim Ng, Chief Investment Officer, ClearShares
Shana Martin, ETF Product Manager/Capital Markets, Nationwide Investment Management
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.
Moderator: Carol Robbins, Digital Savvy Brand Builder
Joe Anthony, President, Financial Services , Gregory FCA
Eric Alexander, Chief Strategy Officer, madandwall
Ray Hennessey, Chief Innovation Officer, JConnelly
Lisa Jane O’Neil, President, LJOPR
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.
Moderator: Dan Carlucci, CFA , ETFG Research Advisory Board
Meb Faber, Chief Investment Officer, Cambria Investments
Ed Coyne, EVP, National Sales, Sprott Asset Management USA, Inc.
Travis Briggs, CEO & Partner, ROBO Global
Randy Bullard, General Manager, Wealth Management, SigFig
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 presented by Lauren Jack, SS&C Learning Institute
2nd Place: Cole Smith, St. John Fisher College presented by Matt Horne, Director of Sector and Investment Strategy, Fidelity Investments
3rd Place: Phat Huynh, St. John Fisher College presented by Michael Kennedy, MD, Wilshire Analytics, Investment Market Services
4th Place: Carlin Lydon, St. John Fisher College presented by Bruce Dorey, Consultant & Executive Coach
5th Place: John Lehsten, St. John Fisher College presented by Jessica Rabe, DataTrek Research
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.
Moderator: Frank Riggio, Director of Wealth Management, SMC Global USA
John Cole Scott, Chief Investment Officer, CEFA
Francis Rodilosso, Head of Fixed Income ETF Portfolio Management, VanEck Securities
Jay Hatfield, Co-Founder, CEO and Portfolio Manager, Infracap
Kimberly Flynn, Managing Director, XA Investments
2:50 – 3:10 Afternoon Break
3:15 – 4:05 – Thematic Investing, Social Impact and ESG
The industry has seen a rise of Themaitic investing including the practice of considering environmental, social and governance (ESG) issues in investing. A variety of methods are now being used by a wide spectrum of investors from value-motivated to values-motivated. We will explore the difference between Thematic Investing as a whole to the difference between SRI, CSR, Sustainable investing and ESG. Join these thought leaders in discussing how the application of Themes, ESG ratings and other social impact factors can lead to more complete investment analyses and better-informed investment decisions.
Moderator – Paul Kovarsky, Director, Institutional Partnerships at CFA Institute
Karl Snyder, Chief Market Strategist, Vets Indexes
Glen Yelton, ESG and Impact Research Analyst, Oppenheimer Funds
Herman Bril, Director of the Investment Management, United Nations Joint Staff Pension Fund
Walter Mello, Chief Investment Officer, WMM Capital Advisors
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.
Moderator: Marc Zabicki, Chief Investment Officer, Bower Hill Capital Management
Jason Orlosky, CIO – Equities & Asset Allocation Strategies, Ziegler Capital Management
Will Rhind, Founder & CEO, Graniteshares
Chuck Self, Chief Investment officer, iSectors
Matthew Bielski, Head of Asset Allocation & ETF Distribution, Direxion
5:05-5:10 – Closing Remarks
Chris Romano, Director of Research, ETF Global
5:10-6:10 – Networking Cocktail Reception (sponsored by Esposito Securities)
There will be a private reception for attendees immediately following the program.
* The Expert Series reserves the right to alter the agenda without notice, including substitution or cancellation of speakers and/or topics.