SPRING 2019 ETF FORUM AGENDA
Registration/Continental Breakfast – sponsored by Wall Street Access
Event Chair’s Welcome
Sal Licata, Director of Business Development, ETF Global
Opening Keynote Address
John Stoltzfus, Chief Investment Strategist, Oppenheimer & Co. Inc.
New-to-Market ETF Roundtable – sponsored by US Bank
New ETFs continue to launch from well-established asset managers and those that are just now emerging. 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.
Moderator: Joey Blabaum, Vice President, ETF Operations Specialist, U.S. Bancorp Fund Services
Chris Stanton, CIO, Sunrise Capital Partners
Andrew Chanin, CEO, Procure Holdings
Alex Pettee, President, Head of ETFs, Hoya Capital Real Estate
Kevin Kelly, Managing Partner, Benchmark – Investment & Portfolio Strategy
Institutional Asset Owners’ Roundtable
Do these large pools of institutional assets represent the next wave of significant growth for Exchange-Traded-Funds? While some institutions have yet to fully utilize ETFs within their respective strategies, demand and deployment continue to grow. Join our eclectic group of experts as they examine the both the challenges posed by Public & Private Pension Funds, Insurance Companies, Foundations, Endowments and Family Offices as well as the benefits that are leading many to view this segment as the next potential leap for ETF growth.
Moderator: Raghu Ramachandran, Head of Insurance Asset Channel, S&P Global Market Intelligence
Jae Yoon, Chief Investment Officer, New York Life Investment Management
Tim Ng, Chief Investment Officer, Clearbrook
Marc Reinganum, Board of Trustees, Emerson College
Robert Amodeo, Head of Municipals, Western Asset Management
The Rise of Thematic Investing, Social Impact and ESG
The industry has seen a groundswell of Thematic investing including the practice of considering environmental, social and governance (ESG) issues. 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.
Moderator: Karl Snyder, Chief Market Strategist, VETS Indexes
Conor Platt, CEO, Confluence Capital Analytics
Linda Zhang, CEO and Founder, Purview Investments
Matthew Tuttle, CEO & CIO, Tuttle Tactical Management
Eli Reisman, Product Director, Truvalue Labs
Luncheon & Networking Session (Sponsors Exhibit Hall)
Top Advisor Luncheon (Invitation Only – Presidents Room, 10th Floor)
ETF Global® Portfolio Challenge
Honoring the Fall 2018 Top 5 Winners
James Pacetti, Director of Marketing, ETF Global
1. Ronbgai Xue – Tulane University – 52.09% presented by Carlos Pelaez, Nasdaq
2. Ronika Choudhury – Birkbeck, University of London – 37.19%
3. Brennan Siemens – University of Manitoba – 22.96%
4. Binru Wu – Tulane University – 22.96%
5. Ha Nguyen – Keuka College – 21.96% presented by Don Colombo, corfinancial
Fixed Income and Yield: Best Strategies for Today
In an environment of rising rates, credit has become an asset class of increasing focus and one which requires a thoughtful approach. What are the best strategies to generate income and total return from today’s fixed income markets? Our experts will discuss those strategies that they feel will most effectively address the current and future rate environments, as well as, review the traditional and more complex strategies and structures being deployed today.
Moderator: George Bollenbacher, Head of Fixed Income Research, TABB Group
Charles Self III, COO, CCO, CIO, iSectors®, LLC
John Cole Scott, Chief Investment Officer, CEFA
Chris Harms, Portfolio Manager, Loomis Sayles
Mark Landis, Co-founder, Wavelength Capital Management
2:55 – 3:10
3:15 – 4:05
Timely Smart Beta Strategies
This category continues to enjoy high visibility and an almost perpetual pipeline of new products and strategies. Despite Smart Beta becoming a “catch-all” category for many, very different strategies, have the overall markets’ landscape and complexity opened the door for an even greater fit to address certain investors’ objectives? Our panel of experts will examine the most effective opportunities available in this area and the traps that can be created by aggregating all these rules-based strategies into one general category.
Moderator: Scott Szever, Director of Exchange Traded Products, NYSE
Scott R. Kefer, CFA, Senior Portfolio Strategist, Victory Shares and Solutions
Tony Barchetto, Founder & Chief Investment Officer, Salt Financial
Michael Venuto, Co founder & CIO, Toroso Investment
Sylvia Jablonski, Managing Director, Head of the Capital Markets & Institutional Strategy Team, Direxion
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.
Moderator: Julie Abbett, Executive Director and Head of ETF Sales, J.P. Morgan
Lance McGray, Managing Director, Head of ETF Product, Advisors Asset Management
Nicholas Colas, Co-Founder, DataTrek Research
Patrick Shaddow, Director of Index Operations, S-Network Global Indexes
Robert Martinez, Chief Revenue Officer, BattleFin Technology
Closing Remarks – ETF Global
Networking Reception sponsored by Capital Institutional Services
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.