THE FALL, 2019

ETP FORUM

HELD NOVEMBER 21, 2019 | NEW YORK CITY

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FALL 2019 OVERVIEW
SPEAKERS
AGENDA
VIDEO HIGHLIGHTS
SPONSORS
PRESENTATIONS

The Fall, 2019 ETP FORUM

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.

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HONORING OUR ETF PORTFOLIO CHALLENGE WINNERS

The Spring 2019 ETF Global Portfolio Challenge winners were honored at the Fall 2019 ETP Forum in New York City. Students from as far as Colombia, Switzerland, and Italy came to take part in this experience. Among the highlights of their day, was a private tour of the Nasdaq MarketSite during the closing bell. We look forward to recognizing and welcoming our Fall 2019 winners to a similar experience at our next ETP Forum in May.

FALL, 2019 SPEAKERS

Julie Abbett

Executive Director and Head of ETF Sales
J.P. Morgan

(click name for bio)

aDAM BERNSTEIN

ESG/Impact Analyst
Gitterman Wealth Management

(click name for bio)

George Bollenbacher

Head of Fixed Income Research
Tabb Group

(click name for bio)

Mike Castino

SVP, Exchange Traded Products
U.S. Bank Global Fund Services

(click name for bio)

ANDREW CHANIN

Co-Founder, CEO
ProcureAM

(click name for bio)

TODD CIPPERMAN

Founding Principal
Cipperman Compliance Services

(click name for bio)

NICHOLAS COLAS

Co-Founder
DataTrek Research

(click name for bio)

HERNANDO CORTINA

Head of Index Strategy
ISS ESG

(click name for bio)

MIKE CRONAN

President of Marketing Services
Exchange Traded Concepts

(click name for bio)

NANCY DAVIS

Managing Partner & CIO
Quadratic Capital Management LLC

(click name for bio)

ANTHONY DUFAULT

Managing Director
Pacific Global ETFs

(click name for bio)

JULIAN EMANUEL

Managing Director, Chief Equity and Derivatives Strategist
BTIG

(click name for bio)

LAURA FLORES

Partner
Morgan Lewis

(click name for bio)

CHRIS HEMPSTEAD

Consultant
ETF Consulting

(click name for bio)

WILL HERSHEY, CFA

CEO and Co-Founder
Roundhill Investments

(click name for bio)

LANCE HUMPHREY

Portfolio Manager
Victory Capital

(click name for bio)

JOHN JACOBS

Exec. Dir. for Financial Markets and Policy
Georgetown University

(click name for bio)

BRUCE KAVANAUGH

Portfolio Manager
Pacer ETFs

(click name for bio)

RICHARD KERR

Partner
K&L Gates

(click name for bio)

Julian Klymochko

CEO & Chief Investment Officer
Accelerate Financial Technologies

(click name for bio)

Paul Kovarsky, CFA

Consultant, Business Development & Strategy
CFA Institute

(click name for bio)

SAL LICata

Director of Business Development
ETF Global

(click name for bio)

LANCE MCGRAY

Portfolio Manager
AAM

(click name for bio)

SEAN M. MEEHAN

Co-Director of Municipal Bond Sales and Trading
Wall St Access

(click name for bio)

STEVE OH

Head of ETF Listings and Business Development
Nasdaq

(click name for bio)

SEAN O’HARA

Director
Pacer ETFs

(click name for bio)

JAMES PACETTI

Director of Marketing
ETF Global

(click name for bio)

ALMA PISCITELLO

Executive VP, Relationship Management
Ultimus Fund Solution

(click name for bio)

Conor J. Platt

CEO
Confluence Capital Management

(click name for bio)

ANDREA M. ROEMHILDT, CPA

Portfolio Manager
Aware Asset Management

(click name for bio)

EDWARD T. RUMELL

Partner and Senior Vice President
Vesper Capital Management

(click name for bio)

Patrick Shaddow

Director of Index Operations
S-Network Global Indexes

(click name for bio)

Karl Snyder

Chief Market Strategist
VETS Indexes

(click name for bio)

BIBB STRENCH

Partner
Thompson Hine

(click name for bio)

Scott Szever

Dir of Exchange Traded Products
New York Stock Exchange

(click name for bio)

PERTH TOLLE

Founder
Life + Liberty Indexes

(click name for bio)

Matthew Tuttle

CEO & CIO
Tuttle Tactical Management

(click name for bio)

MICHAEL VENUTO

Co-Founder and CIO
Toroso Investments

(click name for bio)

LORRAINE S. WILSON

Director, Investment Products
JUST Capital

(click name for bio)

YANG XU

Partner, UP Fintech
Tiger Brokers

(click name for bio)

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