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
Victor Sperandeo
CEO | EAM Partners LP
Keynote Moderator
Michael Martin
Co-founder | The Expert Series
9:40-10:30AM
Active Strategies: Winning the Flow Battle
Active strategies have been one of the most consistent growth stories in the industry, with traditional asset managers accelerating launches. Transparency tradeoffs, performance dispersion, and brand trust are driving competition. This panel will look at what’s resonating with advisors, whether active can sustain its momentum, and how managers are differentiating in a space that is no longer niche.
MODERATOR
Brad Roth
Chief Investment Officer | Thor Analytics
PANELISTS
Ben Becker
Head of ETF Distribution | Pictet Asset Management
Conor Foley
Head of Business Development, Security-Based Swaps | Marex
Brett Sheely
Head of ETFs Specialist | AllianceBernstein
Marc Zuccaro
Managing Principal and Portfolio Manager | Golden Eagle Strategies
10:30-10:50AM
Morning Break
10:50-11:40AM
Options Based Strategies: The Income Trade Gets Crowded
Options based and covered call strategies continue to gather assets as investors look for yield. But as the category expands, so do questions around sustainability, upside tradeoffs, and volatility sensitivity. This panel will examine where demand is strongest, how strategies differ beneath the surface, and what investors need to understand before allocating capital.
MODERATOR
Si Katara
Founder and CEO | TappAlpha
PANELISTS
Adrian Helfert
Senior Vice President and Chief Investment Officer | Westwood ETFs
Ethan Kahn
Principal | Wolverine Execution Services
Thomas Bonville
Managing Director and Head of Derivatives Sales | Clear Street
Joe Mazzola
Director, Trading & Derivatives Strategist | Charles Schwab
11:45AM-12:35PM
Top Opportunities of 2026: Where Money Is Moving Now
Market trends over the past year point to a rotation away from crowded trades and toward international equities, income strategies, and infrastructure tied to AI and rising power demand. This session will focus on where allocators are putting new money to work, how they are thinking about risk going into 2026, and which strategies are positioned to benefit from the next leg of flows, while also touching on how these views are being implemented at scale through model portfolios and broader asset allocation frameworks.
MODERATOR
Julie Abbett
Head of Americas ETF Sales for Equities and Credit | JP Morgan
PANELISTS
Gavin Filmore
Chief Executive Officer | Tidal Financial Group
Connor Wilson
CIO, Founder | Friesian Capital LP
Chip Nellinger
Founder / PM | Compass Point Managed Futures Group
Ed Coyne
Senior Managing Partner, Global Sales | Sprott
12:35-1:30PM
Lunch
1:30-2:20PM
Fixed Income: Navigating a Higher for Longer World
With rate expectations shifting and credit spreads in focus, fixed income remains central to asset allocation conversations. Market participants continue to highlight the growing role of bond vehicles in liquidity management and price discovery, particularly during periods of volatility. Panelists will discuss duration positioning, credit risk, and how institutions and advisors are approaching fixed income in 2026.
MODERATOR
David Sharp
Director | Vanguard ETF Capital Markets
PANELISTS
Jeff Katz
Managing Director, Securitized Product Specialist | TCW
Ryan Schultz
Senior Vice President | Neuberger
Julius Williams
Head of Municipal Trading, Senior Portfolio Manager | Invesco
Taylor Moore
Managing Director/Portfolio Manager | Palmer Square Capital Management
2:25-3:15PM
Defined Outcome Strategies: Buffers, Caps, and Real World Portfolio Use
Defined outcome strategies continue to draw steady flows, particularly in uncertain markets. Advisors are using them as tools for client conversations around risk control and participation limits. This session will focus on how these products are being positioned, where expectations need to be managed, and how competition is shaping product design.
MODERATOR
Matt Orton
Chief Market Strategist – Model Portfolios | Raymond James
PANELISTS
Dave Abner
Head of Global ETFs & Funds | Northern Trust Asset Management
Bryan Bondoc
Managing Director, Head of Distribution | VegaShares ETFs
Ben Fulton
CEO and President | WEBs ETFs
Ian Van Hoek
ETF Sales and Trading | Susquehanna International Group
3:15-3:35PM
Afternoon Break
3:35-4:25PM
Digital Assets: The Next Phase of Integration
The crypto market has entered a new era marked by structural maturation, evolving institutional participation, and product diversification beyond flagship tokens. Panelists will discuss flow trends, regulatory clarity, custody considerations, and how digital assets are increasingly being integrated into diversified portfolios.
MODERATOR
Morrison Warren
Partner and Co-Chair Investment Management Group | Chapman and Cutler
PANELISTS
Gerry O’Shea
Head of Global Market Insights | Hashdex
Mike Dellavalle
Market Leader, Digital Assets & Blockchain | Cohen & Co
Alex Xethalis
Head of Distribution | Strive
Blue Macellari
Head of Digital Assets | T. Rowe Price