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
Tim Coyne
Head of ETFs | T. Rowe Price
Matt Schwark
ETF Capital Markets – Head of Broker Dealer Strategy | State Street Investment Management
Jay Hatfield
Founder, CEO and Portfolio Manager | Infrastructure Capital Advisors
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.
MODERATOR
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
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
Marissa Ansell
Head of ETF Investment Strategy | Goldman Sachs
Kevin Rich
COO & CCO | WEBs Investments
Benjamin Becker
Head of ETF Distribution | Pictet Asset Management
4:30-4:35PM
Closing Remarks
Trammel Robinson
Chair | ETF Global