Investor Track Agenda (9th Floor)
8:00-9:00AM
Coffee, Registration, & Networking
9:00-9:05AM
Welcome Remarks
Trammel Robinson, Chair | ETF Global
9:05-9:35AM
Keynote Address
KEYNOTE MODERATOR
Michael Martin, Cofounder | The Expert Series
KEYNOTE PANELIST
Ateet Ahluwalia, Founder, Managing Director | Island Green Capital Management
9:40-10:30AM
Active Management in ETFs: Beyond the Wrapper
Active strategies are no longer the exception; they’re leading ETF flows and innovation. This panel features asset managers who are embracing the ETF wrapper to deliver high-conviction strategies across equity, fixed income, and multi-asset portfolios. Panelists will discuss how transparency, daily liquidity, and direct-to-investor models are influencing active portfolio management, and where active ETFs are heading next as competition intensifies and performance expectations rise.
MODERATOR
Troy Donohue, Head of Americas Portfolio Trading | BTIG
PANELISTS
Jonathan Dale, Director, Head of Product Solutions | Westwood Holdings Group
Matt Schwark, ETF Capital Markets – Head of Broker Dealer Strategy | State Street Investment Management
Jay Hatfield, Founder, CEO and Portfolio Manager | Infrastructure Capital Advisors
Tim Coyne, Head of ETFs | T. Rowe Price
10:30-10:50AM
Morning Break
10:50-11:40AM
Options-Powered ETFs: The Derivative Renaissance
Options-based ETFs are unlocking new frontiers in income generation, downside protection, and customized exposures. This panel dives into how managers are using covered calls, spreads, collars, and more complex overlays to deliver outcomes aligned with investor needs. From yield enhancement to volatility control, learn how these strategies are evolving and how execution, technology, and education are critical to long-term growth in this rapidly expanding category.
MODERATOR
Matthew Swingle, Director | RBC Capital Markets
PANELISTS
Marc Odo, Director of Research | Swan Global Investments
Zach Wainwright, Founder and CEO | Twin Oak ETF Company
Andrew Serowik, Co-Chief Executive Officer & Portfolio Manager | Exchange Traded Concepts
Stephen Weitzel, Managing Partner | Reveille Wealth Management
11:45AM-12:35PM
Fixed Income ETFs: Navigating Risk and Yield in a New Rate Regime
In an environment marked by fluctuating interest rates and shifting credit conditions, fixed income ETFs remain a key component of portfolio construction. This panel will explore the strategies, innovations, and market dynamics driving growth in this space. From target maturity funds and short-duration strategies to synthetic exposures and corporate credit solutions, our experts will dive into the tools investors are using to generate yield, manage risk, and adapt to the evolving bond market.
MODULATOR
James Malick, Chief Strategy Officer | Point72
PANELISTS
Eric Pollackov, Head of U.S. ETF Capital Markets | Invesco
Brett Sheely, Head of ETF Specialists | AllianceBernstein
Dhruv Nagrath, Director, Fixed Income Product Strategist | BlackRock
Jeremy Goff, Managing Director | Palmer Square Capital Management
12:35-1:30PM
Lunch (9th Floor)
1:30-2:20PM
Crypto ETFs: Navigating the Next Phase of Digital Asset Access
With the SEC’s July 2025 decision to permit in-kind creations and redemptions for spot Bitcoin and Ether ETFs, the digital asset ecosystem has taken a major step toward structural maturity. This long-anticipated shift, aligning crypto ETFs with traditional commodity ETPs, enhances tax efficiency, reduces trading frictions, and supports broader institutional participation. As crypto-native and traditional asset managers adjust to this new framework, this panel will explore the implications for product design, custody, pricing, liquidity, and long-term investor adoption. Panelists will discuss how these developments impact advisors and portfolio construction, what’s next in crypto ETF innovation, and how this regulatory clarity is reshaping the digital asset investment landscape going into 2026.
MODERATOR
Andrew Baehr, Head of Product and Research | CoinDesk Indices
PANELISTS
Mike Dellavalle, Partner and Market Leader, Technology & Life Sciences | Cohen & Co.
Morrison Warren, Partner and Co-chair of Chapman’s Investment Management Practice Group | Chapman & Cutler
Conor Foley, Head of Business Development, Security-Based Swaps | Marex
Michael Iasello, US Lead of Financial Product Development | 21Shares
2:25-3:15PM
Defined Outcome ETFs: Structuring Certainty in Uncertain Markets
Defined Outcome ETFs continue to rise as investors seek both participation and protection. Leveraging options overlays to deliver caps, buffers, and floors, these products offer engineered risk/return profiles tailored to a range of outcomes. In this session, industry experts will discuss design mechanics, evolving investor use cases, and how macroeconomic conditions are influencing product development. Expect insight into innovation at the intersection of options and ETF structure.
MODERATOR
Caitlyn Kardish, Senior Vice President | Gregory
PANELISTS
Matt Collins, Head of ETFs and Capital Markets | PGIM
Hans Williams, Head of ETF Distribution | Calamos
Andrew Geye, Head of Structured Products | XFA
3:15-3:35PM
Afternoon Break
3:35-4:25PM
Top Opportunity: Where Smart Capital is Moving in 2025 to 2026
As we approach the end of 2025, investors are recalibrating portfolios in anticipation of what lies ahead. From breakthroughs in artificial intelligence and energy transition to shifting global power dynamics and evolving monetary policy, the next 12–18 months present both volatility and opportunity. In this forward-looking discussion, seasoned portfolio managers and strategists will highlight where they see the most compelling opportunities for growth, income, and innovation in 2026 and beyond. Whether thematic, regional, or sector-based, this panel aims to provide a clear roadmap for investors positioning capital in the face of uncertainty and change.
MODERATOR
Julie Abbett, Head of Americas ETF Sales for Equities and Credit | J.P. Morgan
PANELISTS
Scott Helfstein, Head of Investment Strategy | Global X
Kevin Rich, COO & CCO | WEBs Investments
Benjamin Becker, Head of ETF Distribution | Pictet Asset Management
Marissa Ansell, Head of ETF Investment Strategy | Goldman Sachs
4:30-4:35PM
Closing Remarks
Trammel Robinson, Chair | ETF Global