Spring, 2025 Agenda
As part of our expanded format, the ETP Forum now includes two ETF Tracks
Investor Track Agenda
8:00-8:40AM
Continental Breakfast, Registration & Networking
8:40-8:45AM
Event Welcome
Trammel Robinson
Director, ETF Issuer Relations | ETF Global
8:45-9:15AM
Keynote Conversation: Inside the Minds of Legendary Investors
MODERATOR
Michael Martin
Founder | Rand Management
PANELISTS
Peter Borish
Director | CIBC
JC Parets
Founder | TrendLabs
9:20-10:10AM
Actively-Managed ETFs Continue to Dominate New Issuance
Throughout 2024, most newly issued ETFs were Actively Managed with this dominant trend extending into 2025. Well beyond just conversions of Mutual Funds, Separately Managed Accounts and other product structures, the ETF wrapper clearly presents an attractive vehicle for active managers that is resulting in an unprecedented level of growth. Please join our eclectic panel of active managers as they discuss their respective strategies and what led them to choose the ETF structure.
MODERATOR
Mariana Fariña, CFA | Independent
PANELISTS
Rafael Zayas
SVP, Head of Portfolio Management and Trading | Vident Asset Management
Greg Behar
Senior Vice President, Head of Managed Investment Solutions | Westwood
Marissa Ansell
Head of ETF Investment Strategy | Goldman Sachs Asset Management
Marcel Benjamin
Vice President, SPDR ETF Fixed Income Group | SSGA
10:10-10:25AM
Morning Break
10:30-11:20AM
Do Private Market ETFs Provide Rare Access?
Private markets have long been the domain of institutional investors, offering access to alternative asset classes with high return potential. But with the rise of Private Market ETFs, retail and wealth investors now have opportunities to tap into these once-restricted investments. This panel will explore how ETFs are unlocking private equity, credit, and real estate markets, the challenges of liquidity and pricing, and whether these products truly democratize access or introduce new risks. Industry leaders will discuss the evolving landscape of Private Market ETFs and their role in modern portfolios.
MODERATOR
Mark Abssy
Founder | All You Can ETF
PANELISTS
Jim Palmieri
Managing Director and Senior Portfolio Manager | SSGA
Tom Merrett
Co-Founder & CTO | Open VC
Robert Nanni
Co-Head of Sales, Markets | Templum
11:25AM-12:15PM
Defined Outcome ETFs
Defined Outcome ETFs have gained significant traction as investors seek protection from market volatility while maintaining equity exposure. By using options strategies to create buffers, caps, and tailored risk-return profiles, these ETFs offer structured investment solutions without traditional complexity. This discussion will examine how Defined Outcome ETFs work, their potential benefits and drawbacks, and how investors can strategically use them in different market environments. Experts will also debate the long-term viability of these products in evolving economic conditions.
MODERATOR
Eric Qian
ETP Market Intelligence | Cboe Global Markets
PANELISTS
Charles Champagne
Head of ETF Strategy | Allianz
Jonathan Shelon
COO | KraneShares
Oliver Bunn
Managing Director, Quantitative Investment Strategies | Goldman Sachs Asset Management
Trent Houston
V.P., Exchange Traded Funds | PGIM Investments
12:15-1:00PM
Lunch
1:05-1:55PM
Global Investment Outlook: Top Opportunities for 2025 and Beyond
As we move into 2025, investors face a rapidly evolving landscape shaped by interest rate policies, geopolitical developments, technological breakthroughs, and shifting market dynamics. From navigating volatility to identifying long-term growth trends, today’s asset managers must balance risk management with the pursuit of new opportunities. This panel will bring together leading investment professionals to discuss where the greatest risks and rewards may lie in 2025 and beyond, offering insights into global markets, sector trends, and innovative strategies for the future.
MODERATOR
Julie Abbett
Head of Americas ETF Sales for Equities and Credit | J.P. Morgan
PANELISTS
Kevin Rich
COO and CCO | WEBs ETFs
Dave Abner
Head of Global ETFs and Funds | Northern Trust Asset Management
Rob Forsyth
Global Head of ETFs | Lazard Asset Management
2:00-2:50PM
Fixed Income ETFs and the Future of Yield Generation
As investors continue to search for sustainable yield and bond markets continue to evolve, so do ETF income solutions. Our panel of experts will review the successful fixed income strategies that continue to thrive today as well as explore the latest developments in fixed income ETFs, including synthetics, target-maturity strategies, and the role of corporate credit. How do investors differentiate between various income-oriented ETFs, and what role will fixed-income ETFs play in portfolios going forward?
MODERATOR
Eric Balchunas
Senior ETF Analyst & Funds Product Specialist | Bloomberg
PANELISTS
Joe Haag
SVP/Client Portfolio Manager – Taxable Fixed Income | Neuberger Berman
Ray Potter
Managing Director, Head of Emerging Markets | Odeon Capital
David Sharp
Director, ETF Capital Markets | Vanguard
Brian Williams
Vice President, Fixed Income Product Manager | PGIM Investments
2:50-3:05PM
Afternoon Break
3:10-4:00PM
The Options Evolution: Derivatives at the Core of ETF Innovation
Once considered a niche tool for institutional traders, options have now become a key component of ETF strategy and structure. This panel explores how ETF issuers are incorporating options to build new outcomes, enhance yield, and manage risk without sacrificing the transparency and liquidity that ETFs are known for. From covered calls and put spreads to more complex overlay strategies, join us as leading options-based ETF managers unpack what’s driving this growing segment and where it’s headed next.
MODERATOR
Brian Gilbart
Head of Options Markets Development | NYSE
PANELISTS
Taylor Ranney
Senior Vice President | REX Shares
Conor Foley
Head of Business Development, Security-Based Swaps | Marex
Philip Toews
Founder and CEO | Toews Asset Management
Eric Pollackov
Head of U.S. ETF Capital Markets | Invesco
4:05-4:55PM
Inside the Playbook: How Top Wealth Managers Leverage ETFs to Drive Client Success
In today’s complex market, successful wealth managers are not only financial strategists but architects of long-term value. ETFs have become critical tools in constructing efficient, scalable portfolios tailored to client needs. This panel pulls back the curtain on the real-world practices of top advisors—how they integrate ETFs, manage risk, deliver personalized outcomes, and scale their businesses. Expect an honest and practical discussion on portfolio construction, communication, and the future of wealth management.
MODERATOR
Lee Conti
Partner | CPS Private Client Solutions
PANELISTS
Christina Schatz
Global Sport and Entertainment Director, Financial Advisor | Morgan Stanley
John Colucci
Managing Director | Alden Capital Management
Jacqueline Oprean
Vice President | Alden Capital Management
Corey Franco
President | NobleBridge Wealth Management
4:55-5:00PM
Event Closing
5:00-6:00PM
Networking Reception
Industry Track Agenda
8:00-8:40AM
Continental Breakfast, Registration & Networking
8:40-8:45AM
Event Welcome
Jack Kimmel
VP, Business Development | ETF Global
8:45-9:15AM
Keynote Address
MODERATOR
Jim Gregory
Senior Director, Head of Business Development Group | ETF Global
PANELIST
Dan Ives
Global Head of Technology Research | Wedbush Securities
9:20-10:10AM
A View From the Exchanges
ETF trading is only as strong as the exchanges that support it. This panel brings together key exchange leaders to provide insights into ETF liquidity, market structure evolution, and the regulatory landscape shaping trading venues. Our expert panelists will discuss the role of the exchanges in ETF innovation, the impact of market volatility on ETF trading, and how changes in order execution and listing standards are influencing the industry. Whether you are an ETF issuer, market maker, or investor, understanding the exchange ecosystem is crucial to navigating today’s ETF landscape.
MODERATOR
Jesse Pound
Markets Writer | CNBC
PANELISTS
Timothy Reilly
Head of Exchange Traded Solutions | NYSE
Victor Werny
Head of North American Exchange Traded Product Listings | Cboe Global Markets
Danielle Rutsky
Head of Nasdaq ETF Listings | Nasdaq
10:10-10:25AM
Morning Break
10:30-11:20AM
From Trade Idea to Execution: The Derivatives Toolkit Behind Today’s ETFs
Sponsored by Clear Street
Today’s ETF innovators are building products that require more than a strong index. They need seamless execution infrastructure and a derivatives-savvy partner. This panel takes attendees behind the scenes of product lifecycle. From design and structuring to trading, clearing, and settlement, especially for options- and swap-based ETFs. Hear from product leads, prime brokers, and execution experts on how market participants are bridging the gap between innovation and execution, leveraging prime brokerage tools, risk systems, and margin infrastructure to bring complex strategies to market fast, securely, and at scale.
MODERATOR
Tom Bonville
Managing Director, Head of Derivative Sales | Clear Street
PANELISTS
Pat Travers
CEO, Clear Street Derivatives and Head of Market Sales | Clear Street
Rishi Rajan
Senior Vice President, Product Development | Vest Financial
Rafael Zayas
SVP, Head of Portfolio Management and Trading | Vident Asset Management
11:25AM-12:15PM
ETF Share Class: The Future of Fund Structuring?
The ETF share class model has gained significant attention as a game-changing structure that blends the tax efficiency of ETFs with the scale and flexibility of mutual funds. With recent regulatory developments and high-profile fund conversions, ETF issuers and investors alike are evaluating the potential impact of this model on the broader asset management industry. Will more firms adopt this structure, and how could it reshape fund distribution and portfolio management? Our eclectic panel of industry experts will explore the opportunities and challenges of ETF share classes, the regulatory landscape, and what the future holds for this evolving structure.
MODERATOR
Brett Eichenberger
Partner & Market Leader, Registered Funds | Cohen & Co.
PANELISTS
Avi Nachmany
Independent Director | AviNachmany.com
Michael Prendergast
Senior Vice President- Senior ETF Product Specialist | Ultimus Fund Solutions
Paul DeSalvo
ETF Sales, Business Development & Solutions | JP Morgan
Josh Weinberg
Associate General Counsel | Investment Company Institute
12:15-1:00PM
Lunch
1:05-1:55PM
Building the Brand: ETF Identity in a Crowded Marketplace
Launching an ETF is just the beginning. Building a recognizable, trusted brand is what sustains success. In an environment where investor attention spans are short and competition is fierce; brand identity is becoming a core differentiator. This panel brings together different industry expert profiles to explore what it means to build an ETF brand today that resonates with advisors and investors alike.
MODERATOR
Mike Cronan
Founder & CEO | ETF Insight
PANELISTS
Caitlyn Kardish
Senior Vice President | Gregory FCA
Eric Steinhilber
Director of Digital Strategy and Brand Creative | ETF Global
Chris Sullivan
President | Craft & Capital
Rob Mossefin
Director of Development, Creative Technologist | FilePoint
2:00-2:50PM
Shaping the Future of Indexing
Indexing has been at the core of the ETF revolution, but the industry is rapidly evolving beyond traditional Market Capitalization Weighted strategies and seeing a surge of Actively Managed ETFs. Join us as the panel examines the latest innovations in indexing, from factor-based and thematic approaches to AI-driven and custom-built indices. As the demand for personalization grows, are direct indexing and actively managed ETFs the next frontier or will passive investing evolve to balance future issuance and asset gathering? Industry leaders will debate the future of indexing and how these innovations will shape the next generation of ETFs.
MODERATOR
Rob Marrocco
Global Head of Exchange Traded Products | Texas Stock Exchange
PANELISTS
Ryan Giannotto
Manager of Equity Index Research | LSEG
Paul Starkey
Chief Revenue Officer | Indxx
John Angelos
Senior Director, Commercial Business Development | MerQube
Bruce Traan
Global Head of Indices | dxFeed
2:50-3:05PM
Afternoon Break
3:10-4:00PM
Navigating the ETF Legal & Compliance Landscape
As ETFs grow, the regulatory and legal environments for them continue to evolve, presenting both challenges and opportunities for ETF issuers, advisors, and investors. From SEC rule changes to compliance with global regulatory frameworks, this panel will provide a deep dive into the latest legal and compliance developments in the ETF space including next year’s Name Rule. Industry experts will also discuss the impact of future cryptocurrency ETF approvals, and new fund structures, and offering guidance on staying ahead in an increasingly complex regulatory environment.
MODERATOR
Chris Lanza
Partner, Co-Head of ACA Foreside Distribution Solutions | ACA Global
PANELISTS
Peter Shea
Partner | Seward and Kissel
Keri Riemer
Of Counsel | K&L Gates
Stephanie Capistron
Partner | Dechert
4:05-4:55PM
Emerging Trends in ETF Trading
ETF trading is constantly evolving, with advancements in liquidity provision, electronic trading, and market-making reshaping the landscape. This panel will cover key trends in ETF trading, including the rise of block trading, the role of APs and market makers, and the impact of regulatory shifts on liquidity. With spreads tightening and trading volumes surging, what’s next for ETF execution strategies? Experts will explore the technology, strategies, and innovations driving ETF market efficiency.
MODERATOR
Tom Regazzi
Global Head of Equity Prime Brokerage | Cantor Fitzgerald
PANELISTS
Ethan Kahn
Principal | WEX
Josh Khalif
Institutional Trader | Flow Traders U.S. Institutional Trading LLC
Naomi DePina
Managing Director of ETF Sales & Trading | GTS
Chris Hempstead
Head of ETF Authorized Participant and Global Portfolio Trading | Mirae Asset Management
4:55-5:00PM
Event Closing
5:00-6:00PM
Networking Reception
Investor Track Agenda
8:00-8:40AM
Continental Breakfast, Registration & Networking
8:40-8:45AM
Event Welcome
Trammel Robinson, Director, ETF Issuer Relations | ETF Global
8:45-9:15AM
Keynote Conversation: Inside the Minds of Legendary Investors
MODERATOR
Michael Martin, Founder | Rand Management
PANELISTS
Peter Borish, Director | CIBC
JC Parets, Founder | TrendLabs
9:20-10:10AM
Actively-Managed ETFs Continue to Dominate New Issuance
Throughout 2024, most newly issued ETFs were Actively Managed with this dominant trend extending into 2025. Well beyond just conversions of Mutual Funds, Separately Managed Accounts and other product structures, the ETF wrapper clearly presents an attractive vehicle for active managers that is resulting in an unprecedented level of growth. Please join our eclectic panel of active managers as they discuss their respective strategies and what led them to choose the ETF structure.
MODERATOR
Mariana Fariña, CFA | Independent
PANELISTS
Rafael Zayas, SVP, Head of Portfolio Management and Trading | Vident Asset Management
Greg Behar, Senior Vice President, Head of Managed Investment Solutions | Westwood
Marissa Ansell, Head of ETF Investment Strategy | Goldman Sachs Asset Management
Marcel Benjamin, Vice President, SPDR ETF Fixed Income Group | SSGA
10:10-10:25AM
Morning Break
10:30-11:20AM
Do Private Market ETFs Provide Rare Access?
Private markets have long been the domain of institutional investors, offering access to alternative asset classes with high return potential. But with the rise of Private Market ETFs, retail and wealth investors now have opportunities to tap into these once-restricted investments. This panel will explore how ETFs are unlocking private equity, credit, and real estate markets, the challenges of liquidity and pricing, and whether these products truly democratize access or introduce new risks. Industry leaders will discuss the evolving landscape of Private Market ETFs and their role in modern portfolios.
MODERATOR
Mark Abssy, Founder | All You Can ETF
PANELISTS
Jim Palmieri, Managing Director and Senior Portfolio Manager | SSGA
Tom Merrett, Co-Founder & CTO | Open VC
Robert Nanni, Co-Head of Sales, Markets | Templum
11:25AM-12:15PM
Defined Outcome ETFs
Defined Outcome ETFs have gained significant traction as investors seek protection from market volatility while maintaining equity exposure. By using options strategies to create buffers, caps, and tailored risk-return profiles, these ETFs offer structured investment solutions without traditional complexity. This discussion will examine how Defined Outcome ETFs work, their potential benefits and drawbacks, and how investors can strategically use them in different market environments. Experts will also debate the long-term viability of these products in evolving economic conditions.
MODERATOR
Eric Qian, ETP Market Intelligence | Cboe Global Markets
PANELISTS
Charles Champagne, Head of ETF Strategy | Allianz
Trent Houston, V.P., Exchange-Traded Funds | PGIM
Jonathan Shelon, COO | KraneShares
Oliver Bunn, Managing Director, Quantitative Investment Strategies | Goldman Sachs Asset Management
12:15-1:00PM
Lunch
1:05-1:55PM
Global Investment Outlook: Top Opportunities for 2025 and Beyond
As we move into 2025, investors face a rapidly evolving landscape shaped by interest rate policies, geopolitical developments, technological breakthroughs, and shifting market dynamics. From navigating volatility to identifying long-term growth trends, today’s asset managers must balance risk management with the pursuit of new opportunities. This panel will bring together leading investment professionals to discuss where the greatest risks and rewards may lie in 2025 and beyond, offering insights into global markets, sector trends, and innovative strategies for the future.
MODERATOR
Julie Abbett, Head of Americas ETF Sales for Equities and Credit | J.P. Morgan
PANELISTS
Kevin Rich, COO and CCO | WEBs ETFs
Rob Forsyth, Global Head of ETFs | Lazard Asset Management
Dave Abner, Head of Global ETFs and Funds | Northern Trust Asset Management
2:00-2:50PM
Fixed Income ETFs and the Future of Yield Generation
As investors continue to search for sustainable yield and bond markets continue to evolve, so do ETF income solutions. Our panel of experts will review the successful fixed income strategies that continue to thrive today as well as explore the latest developments in fixed income ETFs, including synthetics, target-maturity strategies, and the role of corporate credit. How do investors differentiate between various income-oriented ETFs, and what role will fixed-income ETFs play in portfolios going forward?
MODERATOR
Eric Balchunas, Senior ETF Analyst & Funds Product Specialist | Bloomberg
PANELISTS
Joe Haag, SVP/Client Portfolio Manager – Taxable Fixed Income | Neuberger Berman
Brian Williams, Vice President, Fixed Income Product Manager | PGIM Investments
Ray Potter, Managing Director | Odeon Capital
David Sharp, Director, ETF Capital Markets | Vanguard
2:50-3:05PM
Afternoon Break
3:10-4:00PM
The Options Evolution: Derivatives at the Core of ETF Innovation
Once considered a niche tool for institutional traders, options have now become a key component of ETF strategy and structure. This panel explores how ETF issuers are incorporating options to build new outcomes, enhance yield, and manage risk without sacrificing the transparency and liquidity that ETFs are known for. From covered calls and put spreads to more complex overlay strategies, join us as leading options-based ETF managers unpack what’s driving this growing segment and where it’s headed next.
MODERATOR
Brian Gilbart, Head of Options Markets Development | NYSE
PANELISTS
Taylor Ranney, Senior Vice President | REX Shares
Conor Foley, Head of Business Development, Security-Based Swaps | Marex
Philip Toews, Founder and CEO | Toews Asset Management
Eric Pollackov, Head of U.S. ETF Capital Markets | Invesco
4:05-4:55PM
Inside the Playbook: How Top Wealth Managers Leverage ETFs to Drive Client Success
In today’s complex market, successful wealth managers are not only financial strategists but architects of long-term value. ETFs have become critical tools in constructing efficient, scalable portfolios tailored to client needs. This panel pulls back the curtain on the real-world practices of top advisors—how they integrate ETFs, manage risk, deliver personalized outcomes, and scale their businesses. Expect an honest and practical discussion on portfolio construction, communication, and the future of wealth management.
MODERATOR
Lee Conti, Partner | CPS Private Client Solutions
PANELISTS
Christina Schatz, Global Sport and Entertainment Director, Financial Advisor | Morgan Stanley
John Colucci, Managing Director | Alden Capital Management
Jacqueline Oprean, Vice President | Alden Capital Management
Corey Franco, President | NobleBridge Wealth Management
4:55-5:00PM
Event Closing
5:00-6:00PM
Networking Reception
Industry Track Agenda
8:00-8:40AM
Continental Breakfast, Registration & Networking
8:40-8:45AM
Event Welcome
Jack Kimmel, VP, Business Development | ETF Global
8:45-9:15AM
Keynote Address
MODERATOR
Jim Gregory, Senior Director, Head of Business Development Group | ETF Global
PANELIST
Dan Ives, Global Head of Technology Research | Wedbush Securities
9:20-10:10AM
A View From the Exchanges
ETF trading is only as strong as the exchanges that support it. This panel brings together key exchange leaders to provide insights into ETF liquidity, market structure evolution, and the regulatory landscape shaping trading venues. Our expert panelists will discuss the role of the exchanges in ETF innovation, the impact of market volatility on ETF trading, and how changes in order execution and listing standards are influencing the industry. Whether you are an ETF issuer, market maker, or investor, understanding the exchange ecosystem is crucial to navigating today’s ETF landscape.
MODERATOR
Jesse Pound, Markets Writer | CNBC
PANELISTS
Timothy Reilly, Head of Exchange Traded Solutions | NYSE
Victor Werny, Head of North American Exchange Traded Product Listings | Cboe Global Markets
Danielle Rutsky, Head of Nasdaq ETF Listings | Nasdaq
10:10-10:25AM
Morning Break
10:30-11:20AM
From Trade Idea to Execution: The Derivatives Toolkit Behind Today’s ETFs
Sponsored by Clear Street
Today’s ETF innovators are building products that require more than a strong index. They need seamless execution infrastructure and a derivatives-savvy partner. This panel takes attendees behind the scenes of product lifecycle. From design and structuring to trading, clearing, and settlement, especially for options- and swap-based ETFs. Hear from product leads, prime brokers, and execution experts on how market participants are bridging the gap between innovation and execution, leveraging prime brokerage tools, risk systems, and margin infrastructure to bring complex strategies to market fast, securely, and at scale.
MODERATOR
Tom Bonville, Managing Director, Head of Derivative Sales | Clear Street
PANELISTS
Pat Travers, CEO, Clear Street Derivatives and Head of Market Sales | Clear Street
Rafael Zayas, SVP, Head of Portfolio Management and Trading | Vident Asset Management
Rishi Rajan, Senior Vice President, Product Development | Vest Financial
11:25AM-12:15PM
ETF Share Class: The Future of Fund Structuring?
The ETF share class model has gained significant attention as a game-changing structure that blends the tax efficiency of ETFs with the scale and flexibility of mutual funds. With recent regulatory developments and high-profile fund conversions, ETF issuers and investors alike are evaluating the potential impact of this model on the broader asset management industry. Will more firms adopt this structure, and how could it reshape fund distribution and portfolio management? Our eclectic panel of industry experts will explore the opportunities and challenges of ETF share classes, the regulatory landscape, and what the future holds for this evolving structure.
MODERATOR
Brett Eichenberger, Partner & Market Leader, Registered Funds | Cohen & Co.
PANELISTS
Avi Nachmany, Independent Director | AviNachmany.com
Michael Prendergast, Senior Vice President- Senior ETF Product Specialist | Ultimus Fund Solutions
Paul DeSalvo, ETF Sales, Business Development & Solutions | JP Morgan
Joshua Weinberg, Associate General Counsel | Investment Company Institute
12:15-1:00PM
Lunch
1:05-1:55PM
Building the Brand: ETF Identity in a Crowded Marketplace
Launching an ETF is just the beginning. Building a recognizable, trusted brand is what sustains success. In an environment where investor attention spans are short and competition is fierce; brand identity is becoming a core differentiator. This panel brings together different industry expert profiles to explore what it means to build an ETF brand today that resonates with advisors and investors alike.
MODERATOR
Mike Cronan, Founder & CEO | ETF Insight
PANELISTS
Caitlyn Kardish, Senior Vice President | Gregory FCA
Chris Sullivan, President | Craft & Capital
Rob Mossefin, Director of Development, Creative Technologist | FilePoint
Eric Steinhilber, Director of Digital Strategy and Brand Creative | ETF Global
2:00-2:50PM
Shaping the Future of Indexing
Indexing has been at the core of the ETF revolution, but the industry is rapidly evolving beyond traditional Market Capitalization Weighted strategies and seeing a surge of Actively Managed ETFs. Join us as the panel examines the latest innovations in indexing, from factor-based and thematic approaches to AI-driven and custom-built indices. As the demand for personalization grows, are direct indexing and actively managed ETFs the next frontier or will passive investing evolve to balance future issuance and asset gathering? Industry leaders will debate the future of indexing and how these innovations will shape the next generation of ETFs.
MODERATOR
Rob Marrocco, Global Head of Exchange Traded Products | Texas Stock Exchange
PANELISTS
Ryan Giannotto, Manager of Equity Index Research | LSEG
Paul Starkey, Chief Revenue Officer | Indxx
John Angelos, Senior Director, Commercial Business Development | MerQube
Bruce Traan, Global Head of Indices | dxFeed
2:50-3:05PM
Afternoon Break
3:10-4:00PM
Navigating the ETF Legal & Compliance Landscape
As ETFs grow, the regulatory and legal environments for them continue to evolve, presenting both challenges and opportunities for ETF issuers, advisors, and investors. From SEC rule changes to compliance with global regulatory frameworks, this panel will provide a deep dive into the latest legal and compliance developments in the ETF space including next year’s Name Rule. Industry experts will also discuss the impact of future cryptocurrency ETF approvals, and new fund structures, and offering guidance on staying ahead in an increasingly complex regulatory environment.
MODERATOR
Chris Lanza, Partner, Co-Head of ACA Foreside Distribution Solutions | ACA Global
PANELISTS
Peter Shea, Partner | Seward and Kissel
Keri Riemer, Of Counsel | K&L Gates
Stephanie Capistron, Partner | Dechert
4:05-4:55PM
Emerging Trends in ETF Trading
ETF trading is constantly evolving, with advancements in liquidity provision, electronic trading, and market-making reshaping the landscape. This panel will cover key trends in ETF trading, including the rise of block trading, the role of APs and market makers, and the impact of regulatory shifts on liquidity. With spreads tightening and trading volumes surging, what’s next for ETF execution strategies? Experts will explore the technology, strategies, and innovations driving ETF market efficiency.
MODERATOR
Tom Regazzi, Global Head of Equity Prime Brokerage | Cantor Fitzgerald
PANELISTS
Ethan Kahn, Principal | WEX
Josh Khalif, Institutional Trader | Flow Traders U.S. Institutional Trading LLC
Naomi DePina, Managing Director of ETF Sales & Trading | GTS
Chris Hempstead, Head of ETF Authorized Participant and Global Portfolio Trading | Mirae Asset Management