Industry Track Agenda (10th Floor)
8:00-9:00AM
Coffee, Registration, & Networking
9:50-10:40AM
Going Global: Where the Next Growth Opportunities Are
The global market is entering a new phase as ETF adoption accelerates across Europe and Asia and issuers look beyond their home markets for growth. Europe has seen record inflows in 2026, while UCITS continues to serve as a widely recognized framework for cross-border distribution. This panel will explore where the strongest international opportunities are emerging, how investor demand differs across regions, and what issuers need to consider when building a truly global distribution strategy.
MODERATOR
Alison Hennessy
Managing Director, Exchange Traded Products | TXSE
PANELISTS
Shuichi Akito
Senior Vice President, Head of Equities Solutions | Hong Kong Exchanges and Clearing Limited
Stephen Carson
Partner | A&L Goodbody
Tony O’Brien
Chief Commercial Officer | US Bank
Cohen & Co
10:40-11:00AM
Morning Break
11:00-11:50AM
Options-Based Strategies: Building and Scaling the Next Generation
The growth of options-based strategies is creating new opportunities and operational challenges for the industry. As issuers expand beyond traditional covered calls and buffers into collars, autocalls, and other increasingly sophisticated structures, firms must navigate derivatives execution, liquidity, portfolio management, index construction, and product implementation. This panel will explore how these strategies are being designed and scaled, the role they can play in generating income and managing risk, and what it takes to bring increasingly complex options-based solutions to market.
MODERATOR
Si Katara
Founder and CEO | TappAlpha
PANELISTS
Ethan Kahn
Principal | Wolverine Execution Services
Josh Dunivant
Head of Global Equity Sales Miami | BNP Paribas
Dan Cheeseman
Portfolio Manager | Guggenheim Investments
Marco Calamandrei
Quantitative Researcher | MerQube
11:55AM-12:45PM
Does the Market Need Another ETF? Designing Products Built to Scale
In a crowded ETF market, a compelling investment strategy is only the starting point. Successful products must address a recognizable investor need, serve a clear portfolio role, trade efficiently, align with the issuer’s brand, and give distribution teams a story they can communicate effectively. This panel will explore how new and established issuers can improve the probability of success through better product design and the right strategic partnerships. Panelists will discuss product-market fit, competitive positioning, portfolio construction, capital markets, pricing, seed expectations, marketing, and distribution. The discussion will also cover how existing issuers should evaluate line extensions, reposition current products, and determine whether a strategy is differentiated enough to warrant another ETF.
MODERATOR
Julie Abbett
Managing Director, Head of Americas ETF Sales | J.P. Morgan
PANELISTS
Ben Haffner
VP of Business Development | Tidal Financial Group
Elliot Milian
Managing Partner | Hybrid Financial
Ugo Egbunike
Institutional Sales & Trading | Jane Street
12:45-1:40PM
Lunch
1:40-2:30PM
Distribution in a Crowded Market: From Visibility to Flows
Sponsored by Webull
As competition intensifies, asset managers are facing a harder question: what drives assets once a product is in market? Success increasingly depends on clear positioning, targeted distribution, and a deeper understanding of where and how investors make allocation decisions. This panel will explore how leading firms are building distribution strategies around buyer intelligence, differentiated messaging, technology, and stronger alignment between sales and marketing to turn awareness into sustainable flows.
MODERATOR
Jillian DelSignore
VP, Head of Investor Distribution & Insights | NASDAQ
PANELISTS
Max Gold
Head of Direct Retail | State Street Investment Management
Brynne Zuccaro
Managing Director, Marketing | Golden Eagle Strategies
2:35-3:25PM
The Evolution of the Exchange: Listings, Liquidity and Growth
As the product landscape continues to expand, exchanges are evolving their role in how products are launched, traded, and supported throughout their lifecycle. Competition for listings and liquidity is intensifying, while new technologies and increasingly complex strategies are creating new demands for market infrastructure. This panel will explore how exchanges are adapting their listing and market-making programs, investing in technology, and competing to deliver the liquidity, execution quality, and infrastructure issuers and investors increasingly expect.
MODERATOR
Steve Oh
Head of ETF Portfolio Management and Trading | Vident Asset Management
PANELISTS
Greg Schmidt
Director, ETF Listings | CBOE
Gabby Vennitti
Senior Director – Head of ETP Listings | NASDAQ
3:25-3:45PM
Afternoon Break
3:45-4:35PM
ETF Liquidity & Trading: Building Resilient Markets
As ETF trading continues to expand across increasingly specialized strategies, liquidity providers are adapting to new products, higher volatility, and changing market structure. From options-based and single-stock strategies to fixed income and digital assets, the mechanics of liquidity are becoming increasingly important to both issuers and market participants. This panel will examine how liquidity is created across the ecosystem, the evolving role of market makers and authorized participants, and how the industry is preparing for the next generation of ETF trading.
MODERATOR
Bill Hortz
Founder | Institute for Innovation Development
PANELISTS
Tony Ávila
Vice President – Execution Strategy & Analytics | State Street Investment Management
Kevin Beadles
Head of ETF Business | First Eagle Investments
Naomi DePina
MD ETF Sales & Trading | GTS
Chris Glotzbach
Vice President – Senior Broker | XFA