Spring 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
Trammel Robinson
Chair | ETF Global
9:05-9:35AM
Keynote Address
Victor Sperandeo
CEO | EAM Partners LP
Keynote Moderator
Michael Martin
Co-founder | The Expert Series
9:40-10:30AM
Active Strategies: Winning the Flow Battle
Active strategies have been one of the most consistent growth stories in the industry, with traditional asset managers accelerating launches. Transparency tradeoffs, performance dispersion, and brand trust are driving competition. This panel will look at what’s resonating with advisors, whether active can sustain its momentum, and how managers are differentiating in a space that is no longer niche.
MODERATOR
Brad Roth
Chief Investment Officer | Thor Analytics
PANELISTS
Ben Becker
Head of ETF Distribution | Pictet Asset Management
Conor Foley
Head of Business Development, Security-Based Swaps | Marex
Brett Sheely
Head of ETFs Specialist | AllianceBernstein
Marc Zuccaro
Managing Principal and Portfolio Manager | Golden Eagle Strategies
10:30-10:50AM
Morning Break
10:50-11:40AM
Options Based Strategies: The Income Trade Gets Crowded
Options based and covered call strategies continue to gather assets as investors look for yield. But as the category expands, so do questions around sustainability, upside tradeoffs, and volatility sensitivity. This panel will examine where demand is strongest, how strategies differ beneath the surface, and what investors need to understand before allocating capital.
MODERATOR
Si Katara
Founder and CEO | TappAlpha
PANELISTS
Adrian Helfert
Senior Vice President and Chief Investment Officer | Westwood ETFs
Ethan Kahn
Principal | Wolverine Execution Services
Thomas Bonville
Managing Director and Head of Derivatives Sales | Clear Street
Joe Mazzola
Director, Trading & Derivatives Strategist | Charles Schwab
11:45AM-12:35PM
Top Opportunities of 2026: Where Money Is Moving Now
Market trends over the past year point to a rotation away from crowded trades and toward international equities, income strategies, and infrastructure tied to AI and rising power demand. This session will focus on where allocators are putting new money to work, how they are thinking about risk going into 2026, and which strategies are positioned to benefit from the next leg of flows, while also touching on how these views are being implemented at scale through model portfolios and broader asset allocation frameworks.
MODERATOR
Julie Abbett
Head of Americas ETF Sales for Equities and Credit | JP Morgan
PANELISTS
Gavin Filmore
Chief Executive Officer | Tidal Financial Group
Connor Wilson
CIO, Founder | Friesian Capital LP
Chip Nellinger
Founder / PM | Compass Point Managed Futures Group
Ed Coyne
Senior Managing Partner, Global Sales | Sprott
12:35-1:30PM
Lunch
1:30-2:20PM
Fixed Income: Navigating a Higher for Longer World
With rate expectations shifting and credit spreads in focus, fixed income remains central to asset allocation conversations. Market participants continue to highlight the growing role of bond vehicles in liquidity management and price discovery, particularly during periods of volatility. Panelists will discuss duration positioning, credit risk, and how institutions and advisors are approaching fixed income in 2026.
MODERATOR
David Sharp
Director | Vanguard ETF Capital Markets
PANELISTS
Jeff Katz
Managing Director, Securitized Product Specialist | TCW
Ryan Schultz
Senior Vice President | Neuberger
Julius Williams
Head of Municipal Trading, Senior Portfolio Manager | Invesco
Taylor Moore
Managing Director/Portfolio Manager | Palmer Square Capital Management
2:25-3:15PM
Defined Outcome Strategies: Buffers, Caps, and Real World Portfolio Use
Defined outcome strategies continue to draw steady flows, particularly in uncertain markets. Advisors are using them as tools for client conversations around risk control and participation limits. This session will focus on how these products are being positioned, where expectations need to be managed, and how competition is shaping product design.
MODERATOR
Matt Orton
Chief Market Strategist – Model Portfolios | Raymond James
PANELISTS
Dave Abner
Head of Global ETFs & Funds | Northern Trust Asset Management
Bryan Bondoc
Managing Director, Head of Distribution | VegaShares ETFs
Ben Fulton
CEO and President | WEBs ETFs
Ian Van Hoek
ETF Sales and Trading | Susquehanna International Group
3:15-3:35PM
Afternoon Break
3:35-4:25PM
Digital Assets: The Next Phase of Integration
The crypto market has entered a new era marked by structural maturation, evolving institutional participation, and product diversification beyond flagship tokens. Panelists will discuss flow trends, regulatory clarity, custody considerations, and how digital assets are increasingly being integrated into diversified portfolios.
MODERATOR
Morrison Warren
Partner and Co-Chair Investment Management Group | Chapman and Cutler
PANELISTS
Gerry O’Shea
Head of Global Market Insights | Hashdex
Mike Dellavalle
Market Leader, Digital Assets & Blockchain | Cohen & Co
Alex Xethalis
Head of Distribution | Strive
Blue Macellari
Head of Digital Assets | T. Rowe Price
4:30-4:35PM
Closing Remarks
4:45-6:00PM
Networking Reception
Industry Track Agenda (11th Floor)
8:00-9:00AM
Coffee, Registration, & Networking
9:00-9:05AM
Welcome Remarks
Jack Kimmel
VP, Business Development | ETF Global
9:05-9:35AM
Keynote Address
Joe Saluzzi
Partner, Co-Founder and Co-Head of Equity Trading | Themis Trading LLC
KEYNOTE MODERATOR
Jim Gregory
Senior Director, Head of Business Development | ETF Global
9:40-10:30AM
Global ETF Expansion: What Issuers Should Expect Abroad
With investor demand for ETFs continuing to grow globally, more issuers are evaluating opportunities beyond the U.S. market. This discussion will focus on the realities of launching ETFs internationally, including the regulatory, operational, and distribution considerations firms must navigate when entering new regions. Panelists will share perspectives on market structure differences across jurisdictions, common challenges faced by new entrants, and where they are seeing the most compelling opportunities for international growth.
MODERATOR
Antoinette Behan
Director | CACEIS
PANELISTS
Jeremy Goff
Managing Director and Head of Strategy | Palmer Square Capital Management
Raymond Potter
Managing Director, Head of Emerging Markets | KNG Securities Fixed Income LLP
10:30-10:50AM
Morning Break
10:50-11:40AM
Indexing and Benchmark Innovation: The Next Phase of Growth
Indexing remains at the core of the investment ecosystem, but the landscape is evolving as flows concentrate in a handful of flagship benchmarks while demand grows for more targeted exposures. From custom indices and factor strategies to thematic and rules-based approaches, issuers are rethinking how indices are constructed and used within portfolios. This panel will explore where innovation is gaining traction and what role indexing will play in the next phase of growth.
MODERATOR
Bill Hortz
Founder | Institute for Innovation Development
PANELISTS
Tom Wilson
Head of Wealth Advisory, Senior Vice President | Brinker Capital
Rahul Sen Sharma
President and Co-CEO | Indxx
Rachael Camargo, CFA
Senior Index Sales Executive, ICE Fixed Income & Data Services | ICE
Kristen Mierzwa
Head of Digital Assets | FTSE Russell
11:45AM-12:35PM
Fund Structures: The Next Chapter for Share Class Innovation
The SEC’s evolving stance on share class models, the Name Rule, and product complexity is reshaping how funds are built. With more firms exploring share class structures and hybrid approaches, legal and product teams are under pressure to get it right. This conversation will focus on what’s actually working, where regulators are drawing lines, and how firms are thinking about structure in a market that continues to innovate faster than the rulebook.
MODERATOR
Richard Kerr
Partner | Haynes Boone
PANELISTS
Michael Prendergast
Senior Vice President- Senior ETF Product Specialist | Ultimus
Erica Thomas
Head of Broker Dealer Sales | State Street Investment Management
Kip Meadows
CEO/Founder | Nottingham
Rafael Zayas
SVP and Head of Portfolio Management and Trading | Vident Asset Management
12:35-1:30PM
Lunch
1:30-2:20PM
Rethinking Distribution: Same Tools, New Toolkit
Distribution hasn’t changed at its core, but the way it’s executed has. As asset managers navigate increasingly complex channels across RIAs, broker-dealers, and wirehouses, success now depends on how effectively teams leverage data, technology, and modern sales intelligence to scale. This session brings together perspectives from sales leadership, national accounts, product, and marketing to explore how leading firms are evolving their approach. We’ll cover how distribution models are shifting, how teams are scaling more efficiently, and the practical frameworks being used to identify, prioritize, and win with the right advisors. The discussion will focus on turning traditional tools into a modern toolkit; one that enables broader reach, sharper targeting, and more measurable outcomes across today’s fragmented landscape.
MODERATOR
Jillian DelSignore
Head of Investor Distribution and Insights | Nasdaq
PANELISTS
Jessica Fernandez
Global CMO | Direxion
Joseph Grogan
Head of Distribution, Americas | WisdomTree
Danny Herceg
Vice President, US Intermediary National Accounts Manager | State Street Investment Management
2:25-3:15PM
How Exchanges Are Shaping the Marketplace
Exchanges are doing far more than listing products. As launches remain elevated and competition for liquidity intensifies, listing standards, market quality programs, and technology upgrades matter more than ever. This session will explore how exchanges are responding to product complexity, single stock and leveraged growth, and the need for tighter spreads in an increasingly crowded market.
MODERATOR
Morgan Downey
Executive Director, Futures and OTC Clearing Sales Team | Marex
PANELISTS
Gabby Vennitti
Head of ETF Listings | Nasdaq
Timothy Reilly
Senior Director, Head of Exchange Traded Solutions | NYSE
Victor Werny
Senior Director, Head of North American ETP Listings | Cboe
3:15-3:35PM
Afternoon Break
3:35-4:25PM
Liquidity Under the Microscope
Bond products proved their resilience in past volatility events, and equity vehicles continue to absorb record trading volumes. But as products become more specialized, trading quality matters. This panel will look at creation and redemption activity, block liquidity, volatility events, and how market makers are managing risk in options based, crypto, and single stock strategies.
MODERATOR
Andrew Serowik
Co-CEO | ETC
PANELISTS
Naomi Depina
MD ETF Sales & Trading | GTS
Joyce Rosely
Senior Relationship Manager | MarketAxess
Bryan Moore
Head of Capital Markets | Baron Capital