2019 ETP Spring Forum – New York City

April 30, 2019 – New York Athletic Club

This comprehensive 1 day program has been built upon the premise of allowing Advisors & Institutions the opportunity to take a deep dive into the most relevant investment themes this year. Our 5-star speaking faculty will be at your disposal to address cutting edge topics and answer questions.


8:00-9:00 – Registration/Continental Breakfast (Exhibit Area, 9th Floor)
Private Financial Advisor Breakfast (Invitation Only – Presidents Room, 10th Floor)

8:45-9:00 – Event Chair’s Welcome – ETF Global

9:00-9:30 – Opening Keynote

9:35-10:25 – New-to-Market ETF Roundtable
This panel of successful Asset Managers will highlight their firm’s ETFs that have recently gone public and discuss some of the strategies that are currently most in demand by investors. Our expert panelists will bring you timely insights on their most cutting-edge investment strategies and discuss what drove their respective decisions to embrace the ETF structure.

10:25-10:45 – Morning Break

10:50-11:40 – Leaders in Wealth Management
This distinguished panel of top Financial Advisors will explore the different approaches taken by each of these high achieving Wealth Managers to grow their respective practices. The discussion will include topics such as the Dynamics of a Team Approach vs. Individual Practitioners, optimizing the Client Acquisition process and the importance of Client, Product and Process segmentation and specialization.

11:45-12:35 – Thematic Investing, Social Impact and ESG
The industry has seen a rise of Thematic investing including the practice of considering environmental, social and governance (ESG) issues in investing. A variety of methods are now being used by a wide spectrum of investors from value-motivated to values-motivated. Join these thought leaders in discussing how the application of Themes, ESG ratings and other social impact factors can lead to more complete investment analyses and better-informed investment decisions.

12:35-1:40 – Luncheon & Networking Session – sponsored by VETS Indexes
Sponsors Exhibit Hall

1:40-2:00 – ETF Global® Portfolio Challenge honoring the Spring 2018 Top 5 Winners

2:00-2:50 – Fixed Income and Yield for Today’s Environment
In an environment of rising rates, credit has become an asset class of increasing interest both in terms of yield potential and uncorrelated returns. This panel of fixed income experts will lend their respective expertise to those strategies that they feel will most effectively address the current and future rate environments. In addition to “traditional” fixed income instruments, we will discuss more complex strategies, investment structures and their suitability within a managed portfolio.

2:55 – 3:10 Afternoon Break

3:15 – 4:05 – Machine Learning and Artificial Intelligence: Where exactly are we?
Machine Learning and Artificial Intelligence (AI) are now frequently discussed with regard to a variety of use cases within Financial Services. Many definitions and opinions on where we exactly stand on these fronts abound. Could these breakthroughs redefine the path of investing? This cutting-edge panel will examine the applications of Machine Learning and AI broadly and specifically to the world of Exchange-Traded-Funds.

4:10 – 5:00 – Around the Globe: Best Opportunities for 2019 & 2020
Asset Managers continue to face the increasingly complex challenges put forth by the macro environment and its underlying drivers. Whether its geopolitical disruption, legislative policy changes, economic cycles or any of the many impacts that flow through our markets each day, today’s Asset Manager must command the necessary understanding to execute their strategies. During this panel, our experts will discuss relative sector performance and asset allocation methods as they examine where the best opportunities remain for this year, as well as, look to 2020 for the most attractive opportunities.

5:05-5:10 – Closing Remarks – ETF Global

5:10-6:10 – Networking Reception
There will be a private reception for attendees immediately following the program.

** The Expert Series reserves the right to alter the agenda without notice including substitution or cancellation of speakers and topics.