Investor Track Agenda (9th Floor)
8:00-9:00AM
Coffee, Registration, & Networking
9:00-9:05AM
Welcome Remarks
9:05-9:35AM
Keynote Address
Frank Siller
Chairman and CEO | Tunnel to Towers Foundation
9:50-10:40AM
Active Management: Finding Alpha in a Changing Market
Active management is entering a new phase as investors demand greater flexibility, transparency, and cost efficiency. With active strategies gaining traction across equities, fixed income, alternatives, and more targeted exposures, the conversation is shifting toward where active managers can deliver meaningful value. This panel will explore the evolution of active strategies, the role of research and security selection, and how managers can generate alpha while navigating a market increasingly dominated by passive investing.
MODERATOR
Troy Donohue
Head of Americas Portfolio Trading | BTIG
PANELISTS
Ben Becker
Head of ETF Distribution (US) | Pictet Asset Management
Michael Schlembach
Managing Director & PM High Yield (CVC Marathon) | John Hancock
Vince Lorusso
President & CEO, Portfolio Manager | Clough Capital
Trey Miller
Client Portfolio Manager- Global Value Team | First Eagle Investments
10:40-11:00AM
Morning Break
11:00-11:50AM
ETFs Under the Hood: Innovation, Complexity & Investor Choice
The ETF marketplace has entered a period of rapid innovation, providing investors with access to strategies and exposures that were once available only to institutional market participants. From leveraged and derivative-based products to newly converted and highly specialized funds, investors face more choices than ever before. This panel will discuss how these products are built, the objectives they are designed to achieve, and the risks investors should understand while conducting due diligence. Industry leaders will examine current market developments, the growing role of investor education, and whether investment outcomes depend more on the product itself or how investors use it.
MODERATOR
Dom Dalmaso
Director, Technical Sales – ETF Capital Markets | SEI
PANELISTS
Peter Shea
Partner | Seward & Kissel
Jeremy Goff
Managing Director | Palmer Square Capital Management
John Osier
VP, Investment Strategy | Beacon Capital Management
11:55AM-12:45PM
Fixed Income: Navigating the New Rate Environment
Fixed income is entering a new phase as investors navigate elevated yields, persistent inflation, shifting Fed expectations, and greater volatility across global bond markets. With yields offering meaningful income but the path of rates remaining uncertain, investors are reassessing duration, credit, and portfolio construction. This panel will explore where opportunities exist across fixed income, how investors should position for an uncertain rate environment, and the evolving role of bonds in diversified portfolios.
MODERATOR
Kunal Mehta
Managing Director, Global Head of Fixed Income | S&P Global
PANELISTS
Jeff Katz
Managing Director, Securitized Product Specialist | TCW
Connor Stack
Director, US Fixed Income Product Strategy Team | BlackRock
Matthew Salzillo
Managing Director, Senior Portfolio Manager | Advisor Asset Management
Alison Webster
Managing Director, Global Head of Product Strategy | Guggenheim Investments
12:45-1:40PM
Lunch
1:40-2:30PM
Top Opportunities of 2027: Where Money Goes Next
As investors look ahead to 2027, the opportunity set is shifting amid changing rate expectations, evolving market leadership, continued investment in AI and infrastructure, and growing demand for income and diversification. This session will examine where allocators see the most compelling opportunities, how they are positioning for the year ahead, and which strategies could attract the next wave of capital. Panelists will also discuss how these views are being implemented across portfolios and broader asset allocation frameworks.
MODERATOR
Funmi Osiyale
Vice President, Americas ETF Sales | JP Morgan Chase & Co.
PANELISTS
Conor Foley
Managing Director, ETFs and Security-Based Swaps | Marex
Scott Barnard
Head of Product Solutions | Westwood Holdings Group, Inc.
Tom Bonville
Managing Director and Head of Derivatives Sales | Clear Street
Steve Schoffstall
Managing Partner and Head of ETFs | Sprott
2:35-3:25PM
Modern Cash Flow Management: Building Reliable Income
For years, advisors relied on traditional fixed income portfolios, dividends, and systematic withdrawals to generate reliable cash flow. Today’s higher interest rates expanded investment toolkits, and evolving retirement needs have created new opportunities for building income focused portfolios. This panel will explore how advisors are combining fixed income strategies, maturity-based income strategies, options-based income, and cash management solutions to create more flexible portfolios while managing reinvestment risk, liquidity, and changing market conditions. Panelist will discuss how they are balancing dependable cash flow with long term growth and where these strategies fit within modern portfolio construction.
MODERATOR
Michael Prendergast
SVP – ETF Product Specialist | Ultimus
PANELISTS
Dave Abner
Head of Global ETFs & Funds | Northern Trust
Jonathan Dale
Director, Head of Product Solutions | Westwood
Farris Shuggi
Head of Quantitative Equity | T. Rowe Price
Lance McGray
Managing Director and Head of ETF Product | Advisor Asset Management
3:25-3:45PM
Afternoon Break
3:45-4:35PM
Digital Assets: From Crypto to Financial Infrastructure
Digital assets are moving beyond crypto trading and into the broader financial system, as stablecoins, tokenized assets, and blockchain-based infrastructure gain traction across traditional finance. Panelists will discuss how regulatory clarity, the growth of stablecoins, asset tokenization, and the convergence of TradFi and DeFi are reshaping capital markets. The conversation will explore where institutional adoption is headed, how tokenization could change access and liquidity across asset classes, and what the next phase of digital asset infrastructure means for investors and financial institutions.
MODERATOR
Rich Kerr
Partner | Haynes Boone
PANELISTS
Krista Lynch
Head of Trading and Capital Markets | Grayscale
Giang Bui
SVP, Head of Issuer Growth | Securitize