Industry Track Agenda (11th Floor)
8:00-9:00AM
Coffee, Registration, & Networking
9:00-9:05AM
Welcome Remarks
Jack Kimmel
VP, Business Development | ETF Global
9:05-9:35AM
Keynote Address
Joe Saluzzi
Partner, Co-Founder and Co-Head of Equity Trading | Themis Trading LLC
KEYNOTE MODERATOR
Jim Gregory
Senior Director, Head of Business Development | ETF Global
9:40-10:30AM
Global ETF Expansion: What Issuers Should Expect Abroad
With investor demand for ETFs continuing to grow globally, more issuers are evaluating opportunities beyond the U.S. market. This discussion will focus on the realities of launching ETFs internationally, including the regulatory, operational, and distribution considerations firms must navigate when entering new regions. Panelists will share perspectives on market structure differences across jurisdictions, common challenges faced by new entrants, and where they are seeing the most compelling opportunities for international growth.
MODERATOR
Antoinette Behan
Director | CACEIS
PANELISTS
Jeremy Goff
Managing Director and Head of Strategy | Palmer Square Capital Management
Raymond Potter
Managing Director, Head of Emerging Markets | KNG Securities Fixed Income LLP
10:30-10:50AM
Morning Break
10:50-11:40AM
Indexing and Benchmark Innovation: The Next Phase of Growth
Indexing remains at the core of the investment ecosystem, but the landscape is evolving as flows concentrate in a handful of flagship benchmarks while demand grows for more targeted exposures. From custom indices and factor strategies to thematic and rules-based approaches, issuers are rethinking how indices are constructed and used within portfolios. This panel will explore where innovation is gaining traction and what role indexing will play in the next phase of growth.
MODERATOR
Bill Hortz
Founder | Institute for Innovation Development
PANELISTS
Tom Wilson
Head of Wealth Advisory, Senior Vice President | Brinker Capital
Rahul Sen Sharma
President and Co-CEO | Indxx
Rachael Camargo, CFA
Senior Index Sales Executive, ICE Fixed Income & Data Services | ICE
Kristen Mierzwa
Head of Digital Assets | FTSE Russell
11:45AM-12:35PM
Fund Structures: The Next Chapter for Share Class Innovation
The SEC’s evolving stance on share class models, the Name Rule, and product complexity is reshaping how funds are built. With more firms exploring share class structures and hybrid approaches, legal and product teams are under pressure to get it right. This conversation will focus on what’s actually working, where regulators are drawing lines, and how firms are thinking about structure in a market that continues to innovate faster than the rulebook.
MODERATOR
Richard Kerr
Partner | Haynes Boone
PANELISTS
Michael Prendergast
Senior Vice President- Senior ETF Product Specialist | Ultimus
Erica Thomas
Head of Broker Dealer Sales | State Street Investment Management
Kip Meadows
CEO/Founder | Nottingham
Rafael Zayas
SVP and Head of Portfolio Management and Trading | Vident Asset Management
12:35-1:30PM
Lunch
1:30-2:20PM
Rethinking Distribution: Same Tools, New Toolkit
Distribution hasn’t changed at its core, but the way it’s executed has. As asset managers navigate increasingly complex channels across RIAs, broker-dealers, and wirehouses, success now depends on how effectively teams leverage data, technology, and modern sales intelligence to scale. This session brings together perspectives from sales leadership, national accounts, product, and marketing to explore how leading firms are evolving their approach. We’ll cover how distribution models are shifting, how teams are scaling more efficiently, and the practical frameworks being used to identify, prioritize, and win with the right advisors. The discussion will focus on turning traditional tools into a modern toolkit; one that enables broader reach, sharper targeting, and more measurable outcomes across today’s fragmented landscape.
MODERATOR
Jillian DelSignore
Head of Investor Distribution and Insights | Nasdaq
PANELISTS
Jessica Fernandez
Global CMO | Direxion
Joseph Grogan
Head of Distribution, Americas | WisdomTree
Danny Herceg
Vice President, US Intermediary National Accounts Manager | State Street Investment Management
2:25-3:15PM
How Exchanges Are Shaping the Marketplace
Exchanges are doing far more than listing products. As launches remain elevated and competition for liquidity intensifies, listing standards, market quality programs, and technology upgrades matter more than ever. This session will explore how exchanges are responding to product complexity, single stock and leveraged growth, and the need for tighter spreads in an increasingly crowded market.
MODERATOR
Morgan Downey
Executive Director, Futures and OTC Clearing Sales Team | Marex
PANELISTS
Gabby Vennitti
Head of ETF Listings | Nasdaq
Timothy Reilly
Senior Director, Head of Exchange Traded Solutions | NYSE
Victor Werny
Senior Director, Head of North American ETP Listings | Cboe
3:15-3:35PM
Afternoon Break
3:35-4:25PM
Liquidity Under the Microscope
Bond products proved their resilience in past volatility events, and equity vehicles continue to absorb record trading volumes. But as products become more specialized, trading quality matters. This panel will look at creation and redemption activity, block liquidity, volatility events, and how market makers are managing risk in options based, crypto, and single stock strategies.
MODERATOR
Andrew Serowik
Co-CEO | ETC
PANELISTS
Naomi Depina
MD ETF Sales & Trading | GTS
Joyce Rosely
Senior Relationship Manager | MarketAxess
Bryan Moore
Head of Capital Markets | Baron Capital