2018 ETP Spring Forum – Home2018-10-14T18:00:40+00:00

2018 ETP Fall Forum – New York City

November 29, 2018 – New York Athletic Club

This comprehensive 1 day program has been built upon the premise of allowing Advisors & Institutions the opportunity to take a deep dive into the most relevant investment themes this year. Our 5-star speaking faculty will be at your disposal to address cutting edge topics and answer questions.

THE NEED

With more than $3 Trillion in U.S. listed ETF assets, the demand from the Financial Advisor and Institutional communities continues to grow for what many hail as the premiere investment vehicle of the future. ETFs are now providing access to markets formerly only available to select institutions.

THE SOLUTION

With oil prices rising, equity markets near record highs and U.S. interest rates heading higher, are we at an inflection point in various asset classes? We’ll tackle these questions and more at our ETP Forum.

THE FORUM

The ETP Forum is rooted in academia and industry research. And it’s brought to life by practicing leaders who provide first-hand perspectives. All Expert Series events are carefully engineered to a measured audience size allowing for intimate and interactive examination of the targeted subject matter.

SAMPLE TOPICS

  • Identifying the best sectors and regions in which to invest

  • Fixed Income: Positioning your portfolio as the bull market comes to an end
  • Incorporating strategic beta strategies into your portfolio
  • Volatility Strategies: To hedge or not to hedge
  • Accessing Liquid Alts through ETPs
  • The QE Stimulus Phenomena: Which foreign markets should you invest in
  • ETF Model Portfolios: Are they right for you
  • The rise of the Robo Advisor: How to position your practice accordingly