Fall 2026 Agenda

The ETP Forum now includes two ETF Tracks

 

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

4:35-4:40PM

Closing Remarks

4:40-6:00PM

Networking Reception

 

 

Industry Track Agenda (10th Floor)

8:00-9:00AM

Coffee, Registration, & Networking

9:50-10:40AM

Going Global: Where the Next Growth Opportunities Are

The global market is entering a new phase as ETF adoption accelerates across Europe and Asia and issuers look beyond their home markets for growth. Europe has seen record inflows in 2026, while UCITS continues to serve as a widely recognized framework for cross-border distribution. This panel will explore where the strongest international opportunities are emerging, how investor demand differs across regions, and what issuers need to consider when building a truly global distribution strategy.

MODERATOR

Alison Hennessy
Managing Director, Exchange Traded Products | TXSE

PANELISTS

Shuichi Akito
Senior Vice President, Head of Equities Solutions | Hong Kong Exchanges and Clearing Limited

Stephen Carson
Partner | A&L Goodbody

Tony O’Brien
Chief Commercial Officer | US Bank

Cohen & Co

10:40-11:00AM

Morning Break

11:00-11:50AM

Options-Based Strategies: Building and Scaling the Next Generation

The growth of options-based strategies is creating new opportunities and operational challenges for the industry. As issuers expand beyond traditional covered calls and buffers into collars, autocalls, and other increasingly sophisticated structures, firms must navigate derivatives execution, liquidity, portfolio management, index construction, and product implementation. This panel will explore how these strategies are being designed and scaled, the role they can play in generating income and managing risk, and what it takes to bring increasingly complex options-based solutions to market.

MODERATOR

Si Katara
Founder and CEO | TappAlpha

PANELISTS

Ethan Kahn
Principal | Wolverine Execution Services

Josh Dunivant
Head of Global Equity Sales Miami | BNP Paribas

Dan Cheeseman
Portfolio Manager | Guggenheim Investments

Marco Calamandrei
Quantitative Researcher | MerQube

11:55AM-12:45PM

Does the Market Need Another ETF? Designing Products Built to Scale

In a crowded ETF market, a compelling investment strategy is only the starting point. Successful products must address a recognizable investor need, serve a clear portfolio role, trade efficiently, align with the issuer’s brand, and give distribution teams a story they can communicate effectively. This panel will explore how new and established issuers can improve the probability of success through better product design and the right strategic partnerships. Panelists will discuss product-market fit, competitive positioning, portfolio construction, capital markets, pricing, seed expectations, marketing, and distribution. The discussion will also cover how existing issuers should evaluate line extensions, reposition current products, and determine whether a strategy is differentiated enough to warrant another ETF.

MODERATOR

Julie Abbett
Managing Director, Head of Americas ETF Sales | J.P. Morgan

PANELISTS

Ben Haffner
VP of Business Development | Tidal Financial Group

Elliot Milian
Managing Partner | Hybrid Financial

Ugo Egbunike
Institutional Sales & Trading | Jane Street

12:45-1:40PM

Lunch

1:40-2:30PM

Distribution in a Crowded Market: From Visibility to Flows
Sponsored by Webull

As competition intensifies, asset managers are facing a harder question: what drives assets once a product is in market? Success increasingly depends on clear positioning, targeted distribution, and a deeper understanding of where and how investors make allocation decisions. This panel will explore how leading firms are building distribution strategies around buyer intelligence, differentiated messaging, technology, and stronger alignment between sales and marketing to turn awareness into sustainable flows.

MODERATOR

Jillian DelSignore
VP, Head of Investor Distribution & Insights | NASDAQ

PANELISTS

Max Gold
Head of Direct Retail | State Street Investment Management

Brynne Zuccaro
Managing Director, Marketing | Golden Eagle Strategies

2:35-3:25PM

The Evolution of the Exchange: Listings, Liquidity and Growth

As the product landscape continues to expand, exchanges are evolving their role in how products are launched, traded, and supported throughout their lifecycle. Competition for listings and liquidity is intensifying, while new technologies and increasingly complex strategies are creating new demands for market infrastructure. This panel will explore how exchanges are adapting their listing and market-making programs, investing in technology, and competing to deliver the liquidity, execution quality, and infrastructure issuers and investors increasingly expect.

MODERATOR

Steve Oh
Head of ETF Portfolio Management and Trading | Vident Asset Management

PANELISTS

Greg Schmidt
Director, ETF Listings | CBOE

Gabby Vennitti
Senior Director – Head of ETP Listings | NASDAQ

3:25-3:45PM

Afternoon Break

3:45-4:35PM

ETF Liquidity & Trading: Building Resilient Markets

As ETF trading continues to expand across increasingly specialized strategies, liquidity providers are adapting to new products, higher volatility, and changing market structure. From options-based and single-stock strategies to fixed income and digital assets, the mechanics of liquidity are becoming increasingly important to both issuers and market participants. This panel will examine how liquidity is created across the ecosystem, the evolving role of market makers and authorized participants, and how the industry is preparing for the next generation of ETF trading.

MODERATOR

Bill Hortz
Founder | Institute for Innovation Development

PANELISTS

Tony Ávila
Vice President – Execution Strategy & Analytics | State Street Investment Management

Kevin Beadles
Head of ETF Business | First Eagle Investments

Naomi DePina
MD ETF Sales & Trading | GTS

Chris Glotzbach
Vice President – Senior Broker | XFA

4:35-4:40PM

Closing Remarks

4:40-6:00PM

Networking Reception

 

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

4:35-4:40PM

Closing Remarks

4:40-6:00PM

Networking Reception

 

 

Industry Track Agenda (10th Floor)

8:00-9:00AM

Coffee, Registration, & Networking

9:50-10:40AM

Going Global: Where the Next Growth Opportunities Are

The global market is entering a new phase as ETF adoption accelerates across Europe and Asia and issuers look beyond their home markets for growth. Europe has seen record inflows in 2026, while UCITS continues to serve as a widely recognized framework for cross-border distribution. This panel will explore where the strongest international opportunities are emerging, how investor demand differs across regions, and what issuers need to consider when building a truly global distribution strategy.

MODERATOR

Alison Hennessy
Managing Director, Exchange Traded Products | TXSE

PANELISTS

Shuichi Akito
Senior Vice President, Head of Equities Solutions | Hong Kong Exchanges and Clearing Limited

Stephen Carson
Partner | A&L Goodbody

Tony O’Brien
Chief Commercial Officer | US Bank

Cohen & Co

10:40-11:00AM

Morning Break

11:00-11:50AM

Options-Based Strategies: Building and Scaling the Next Generation

The growth of options-based strategies is creating new opportunities and operational challenges for the industry. As issuers expand beyond traditional covered calls and buffers into collars, autocalls, and other increasingly sophisticated structures, firms must navigate derivatives execution, liquidity, portfolio management, index construction, and product implementation. This panel will explore how these strategies are being designed and scaled, the role they can play in generating income and managing risk, and what it takes to bring increasingly complex options-based solutions to market.

MODERATOR

Si Katara
Founder and CEO | TappAlpha

PANELISTS

Ethan Kahn
Principal | Wolverine Execution Services

Josh Dunivant
Head of Global Equity Sales Miami | BNP Paribas

Dan Cheeseman
Portfolio Manager | Guggenheim Investments

Marco Calamandrei
Quantitative Researcher | MerQube

11:55AM-12:45PM

Does the Market Need Another ETF? Designing Products Built to Scale

In a crowded ETF market, a compelling investment strategy is only the starting point. Successful products must address a recognizable investor need, serve a clear portfolio role, trade efficiently, align with the issuer’s brand, and give distribution teams a story they can communicate effectively. This panel will explore how new and established issuers can improve the probability of success through better product design and the right strategic partnerships. Panelists will discuss product-market fit, competitive positioning, portfolio construction, capital markets, pricing, seed expectations, marketing, and distribution. The discussion will also cover how existing issuers should evaluate line extensions, reposition current products, and determine whether a strategy is differentiated enough to warrant another ETF.

MODERATOR

Julie Abbett
Managing Director, Head of Americas ETF Sales | J.P. Morgan

PANELISTS

Ben Haffner
VP of Business Development | Tidal Financial Group

Elliot Milian
Managing Partner | Hybrid Financial

Ugo Egbunike
Institutional Sales & Trading | Jane Street

12:45-1:40PM

Lunch

1:40-2:30PM

Distribution in a Crowded Market: From Visibility to Flows
Sponsored by Webull

As competition intensifies, asset managers are facing a harder question: what drives assets once a product is in market? Success increasingly depends on clear positioning, targeted distribution, and a deeper understanding of where and how investors make allocation decisions. This panel will explore how leading firms are building distribution strategies around buyer intelligence, differentiated messaging, technology, and stronger alignment between sales and marketing to turn awareness into sustainable flows.

MODERATOR

Jillian DelSignore
VP, Head of Investor Distribution & Insights | NASDAQ

PANELISTS

Max Gold
Head of Direct Retail | State Street Investment Management

Brynne Zuccaro
Managing Director, Marketing | Golden Eagle Strategies

2:35-3:25PM

The Evolution of the Exchange: Listings, Liquidity and Growth

As the product landscape continues to expand, exchanges are evolving their role in how products are launched, traded, and supported throughout their lifecycle. Competition for listings and liquidity is intensifying, while new technologies and increasingly complex strategies are creating new demands for market infrastructure. This panel will explore how exchanges are adapting their listing and market-making programs, investing in technology, and competing to deliver the liquidity, execution quality, and infrastructure issuers and investors increasingly expect.

MODERATOR

Steve Oh
Head of ETF Portfolio Management and Trading | Vident Asset Management

PANELISTS

Greg Schmidt
Director, ETF Listings | CBOE

Gabby Vennitti
Senior Director – Head of ETP Listings | NASDAQ

3:25-3:45PM

Afternoon Break

3:45-4:35PM

ETF Liquidity & Trading: Building Resilient Markets

As ETF trading continues to expand across increasingly specialized strategies, liquidity providers are adapting to new products, higher volatility, and changing market structure. From options-based and single-stock strategies to fixed income and digital assets, the mechanics of liquidity are becoming increasingly important to both issuers and market participants. This panel will examine how liquidity is created across the ecosystem, the evolving role of market makers and authorized participants, and how the industry is preparing for the next generation of ETF trading.

MODERATOR

Bill Hortz
Founder | Institute for Innovation Development

PANELISTS

Tony Ávila
Vice President – Execution Strategy & Analytics | State Street Investment Management

Kevin Beadles
Head of ETF Business | First Eagle Investments

Naomi DePina
MD ETF Sales & Trading | GTS

Chris Glotzbach
Vice President – Senior Broker | XFA

4:35-4:40PM

Closing Remarks

4:40-6:00PM

Networking Reception