Industry Track Agenda (10th Floor morning, 11th Floor afternoon)
8:00-9:00AM
Coffee, Registration, & Networking
9:00-9:05AM
Welcome Remarks
Jack Kimmel
Vice President, Business Development Group | ETF Global
9:05-9:35AM
Keynote Address
KEYNOTE MODERATOR
Jim Gregory
Senior Director, Head of Business Development | ETF Global
KEYNOTE PANELIST
Peter Borish
Director | CIBC
9:40-10:30AM
UCITS & Global ETFs: Bridging Borders, Expanding Access
As ETF adoption accelerates globally, the UCITS framework remains the dominant vehicle for cross-border ETF issuance outside the United States. With increasing investor demand for globally diversified products and U.S. issuers eyeing European expansion, understanding the nuances of the UCITS landscape is more relevant than ever. This panel will explore the structural, regulatory, and distributional differences between U.S. and UCITS ETFs, the challenges of accessing European platforms, and the growing interest in cross-listed products. Whether you’re a U.S. issuer looking abroad or a global investor seeking efficient access to international markets, this session will help demystify the evolving global ETF ecosystem.
MODERATOR
Hector McNeil
Co-CEO and Founder | HANetf
PANELISTS
Lorena Dunne
Partner | A&L Goodbody
John Shields
Head of Business Development – Americas | HANetf
Rafael Zayas
SVP, Head of Portfolio Management and Trading | Vident Asset Management
Sebastian Jakob
Chief Revenue Officer | TMX VettaFi
10:30-10:50AM
Morning Break
10:50-11:40AM
Custodians in the Spotlight: Enabling Scale and Stability
Behind every ETF is a complex web of custody, settlement, and operational infrastructure. As ETFs grow in number and complexity, custodians are stepping into a more strategic role. This panel will highlight how leading custodians are supporting everything from novel product types and cross-border structures to operational scalability and investor protection. Learn what today’s issuers should consider when choosing a custodian and how technology is transforming back-office processes.
MODERATOR
Matt Tuttle
CEO & CIO | Tuttle Capital Management
PANELISTS
Thomas Bonville
Managing Director, Head of Derivative Sales | Clear Street
Josh Jacobs
Chief Commercial Officer – ETFs, Global Fund Services | US Bank
Michael Bruce
Head of ETF Client Service | BNY Mellon
11:45AM-12:35PM
A View from the Exchanges: ETF Innovation at the Infrastructure Level
Exchanges play a foundational role in the ETF ecosystem, serving as both the launching pad and marketplace for modern investment innovation. This panel will bring together leaders from major listing venues to discuss how they’re shaping the future of ETF access, supporting new product types, and adapting to the demands of both institutional and retail flows. Expect an open discussion on market structure, regulatory changes, and how exchanges are helping issuers and investors navigate an increasingly dynamic trading environment.
MODERATOR
Stephen Capurso
Head of ETF Issuer Relationships | Old Mission Markets
PANELISTS
Victor Werny
Senior Director and Head of North American Exchange Traded Product (ETP) Listings | CBOE
Gabrielle Vennitti
Senior Manager ETF Product | NASDAQ
NOTE: The program will now continue on the 11th floor
12:35-1:30PM
Lunch (11th Floor)
1:30-2:20PM
Distribution in the ETF Era: Getting on the Radar
Sponsored by Hybrid Financial
With over 4,400 U.S. ETFs, distribution can be the deciding factor between success and failure. As consolidation, RIA growth, evolving platforms, new regulations, and rapid tech change reshape the advisor landscape, your distribution strategy must evolve to keep pace. This panel will explore how sales teams can adapt and excel by building awareness, driving flows, and forging lasting advisor relationships.
MODERATOR
Tom Lydon
CEO | Global Trends Investments
PANELISTS
Jillian DelSignore
Head of Retail and Wealth Distribution Strategy, Index Product Management Group | NASDAQ
Bill Arnold
SVP of Sales & Distribution | Tidal Financial Group
Neil Bathon
Managing Partner | Fuse Research Network
2:25-3:15PM
ETF Legal & Share Class Structures: A Regulatory Crossroads
ETF issuers are navigating a rapidly evolving legal and structural landscape. This panel examines the increasing interest in multi-share class models, the implications of the SEC’s updated guidance, and how recent approvals are shaping fund formation. Experts will also tackle broader compliance issues, including the Name Rule, distribution oversight, and global regulatory pressures.
MODERATOR
Matt Bucklin
Founder | ExchangiFi
PANELISTS
Michael Prendergast
Senior Vice President, ETF Senior Product Specialist | Ultimus
Kip Meadows
Founder & CEO | Nottingham
Peter Shea
Partner | Seward & Kissel
Pawel Janus
CEO & Head of Analytics | ETFbook
3:15-3:35PM
Afternoon Break
3:35-4:25PM
Trading ETFs: Liquidity, Execution, and Market Efficiency
As ETFs continue to proliferate across asset classes, efficient trading has never been more critical. This panel explores how market makers, liquidity providers, and trading desks ensure smooth execution in a variety of market conditions. Panelists will unpack the latest developments in block trading, the role of authorized participants, innovations in execution technology, and how evolving regulation is shaping ETF liquidity. Whether you’re an issuer or investor, understanding the trading ecosystem is essential to maximizing ETF performance.
MODERATOR
Elizabeth Marchetti
Senior Director, ETF Product & Capital Markets | SEI
PANELISTS
Naomi DePina
Managing Director of ETF Sales & Trading | GTS
Rafael Zayas
SVP, Head of Portfolio Management and Trading | Vident Asset Management
Aaron Kehoe
Head of QwickRoute, MCAP Platform Solutions | MCAP
4:30-4:35PM
Closing Remarks
Jack Kimmel
Vice President, Business Development Group | ETF Global