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

Matt Schwark, ETF Capital Markets – Head of Broker Dealer Strategy | State Street Investment Management

Jay Hatfield, Founder, CEO and Portfolio Manager | Infrastructure Capital Advisors

Tim Coyne, Head of ETFs | T. Rowe Price

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.

MODULATOR

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, Director, 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

Kevin Rich, COO & CCO | WEBs Investments

Benjamin Becker, Head of ETF Distribution | Pictet Asset Management

Marissa Ansell, Head of ETF Investment Strategy | Goldman Sachs

4:30-4:35PM

Closing Remarks

Trammel Robinson, Chair | ETF Global

4:35-6:00PM

Networking Reception (9th floor)