8:00-8:45

REGISTRATION/CONTINENTAL BREAKFAST

Sponsored by BTIG

8:45-9:00

EVENT CHAIR’S WELCOME

SAL LICATA
Director of Business Development | ETF Global

9:00-9:30

OPENING KEYNOTE

JASON HSU
Chairman & CIO | Rayliant Global Advisors

9:35-10:25

NEW-TO-MARKET ETF ROUNDTABLE

Sponsored by U.S. Bank

As the pandemic loosens its grip, new strategies and overall ETF launches continue at an unprecedented pace. This expert panel will bring together an eclectic group of vantage points from the Capital Markets, White Label Issuance and, of course, an Asset Manager who recently embraced the ETF structure. Our experts will address a broad spectrum of topics, subtopics, advantages, and challenges within the ETF landscape.

Moderator:
MIKE CASTINO
SVP, Exchange Traded Products | U.S. Bank Global Fund Services

Panelists:
ERIC FALKEIS
Chief Growth Officer | Tidal Financial Group

CHRIS HEMPSTEAD
Managing Director, Head of ETF and AP Portfolio Rebalance Trading | Mirae Asset Securities (USA) Inc.

TOM JARCK
VP, Proprietary Product Development | Miami Holdings

10:30-10:45

MORNING BREAK

10:50-11:40

ETFs: A HOTBED OF INNOVATION IN ASSET MANAGEMENT

For decades now, Exchange-Traded Funds have served as a platform of innovation for the asset management industry. Just as the ETF structure itself was a breakthrough years ago, 2022 has proven to be no exception in providing new and thought-provoking innovation. Our panel of experts will examine some of the most cutting-edge strategies emanating from ETFs such as the proliferation of Defined Outcome ETFs, the launch of Single Stock & Single Bond ETFs, just to name a few.

Moderator:
Ali Doyle
Managing Director, ETF Listings | Nasdaq

Panelists:
ANDREW CHANIN
Co-Founder/CEO | Procure ETFs

PETER BADEN
Chief Investment Officer | Genoa Asset Management

BRUCE LAVINE
CEO | NightShares

CURT MEYER
Managing Director | Syntax Indices

11:45-12:35

ACTIVELY MANAGED EXCHANGE-TRADED FUNDS

While Exchange-Traded Funds have historically been associated with passive investing, this is rapidly changing as the popularity of actively managed ETFs continues to accelerate. Attracted by benefits such as lower-cost and tax-efficiency, the ETF landscape has seen a wide spectrum of actively managed entrants ranging from well-established asset managers to first timers. While passively managed ETFs aim to replicate an index, active managers are more tactical, attempting to outperform their respective benchmarks. Our panel of experts, from actively managed ETFs, will describe their respective unique approaches and strategies to this rapidly growing marketplace.

Moderator:
TROY DONOHUE
Managing Director, Global Portfolio & ETF Trading | BTIG

Panelists:
MATT BARRY
Vice President, Product Management & Head of Capital Markets | Touchstone Investments

TIM COYNE
Global Head of Exchange-Traded Funds | T. Rowe Price

FRED EDWARDS
ETF Specialist | Neuberger Berman

BRIAN KELLEHER
Chief Revenue Officer | Simplify Asset Management

12:40-1:30

LUNCHEON & NETWORKING SESSION

(SPONSORS EXHIBIT HALL)

Sponsored by BTIG

1:30-1:45

ETF GLOBAL^® PORTFOLIO CHALLENGE

Honoring Recent Winners

JAMES PACETTI & TRAMMEL ROBINSON
ETF Global

1ST PLACE
JAKE RAVITCH, University of Virginia

2ND PLACE
KWOK HO CHU, Hong Kong Polytechnic University

3RD PLACE
VERONICA ESCOBAR, Universidad EIA

4TH PLACE
MANUELA BEDOYA LOPEZ, Universidad EIA

5TH PLACE
LIZZY BLOCH, Plymouth State University

1:50-2:40

FIXED INCOME STRATEGIES FOR TODAY

2022 – 2023 may represent one of the most interesting interest rate environments of recent decades exacerbated by the return of volatility, inflation, sharply rising rates, and geopolitical risk. What are the best strategies to address this climate and garner income and total return as well as protect principal? Our experts will discuss those strategies that they feel will most effectively address the current and future environments and review traditional and emerging strategies.

Moderator:
ADAM GOULD
Managing Director, Global Head of Equities | Tradeweb

Panelists:

KEVIN MAHN
President and Chief Investment Officer | Hennion & Walsh Asset Management

SCOTT PENG
Founder & CEO/CIO | Advocate Capital Management

DAVID SHARP
Senior ETF Capital Markets Specialist | Vanguard

BRETT SHEELY
Head—ETF Specialists | Alliance Bernstein

2:45-3:00

AFTERNOON BREAK

Sponsored by Exchange Traded Concepts

3:05-3:55

A WORLD DIVIDED OVER ESG

In recent quarters, the practice of considering environmental, social and governance (ESG) issues as part of the overall investment process has become somewhat of a lightning rod. Camps seem to have now divided within the asset management arena on a wide spectrum of related factors ranging from the definition of ESG to the politics that surround ESG. Regulators have even weighed into the arguments with guidance on categorization and to address the hot topic of “Greenwashing.” Join our thought leaders in discussing these dynamics for what is sure to be a lively debate.

Moderator:
BIBB STRENCH
Partner | Thompson Hine

Panelists:
GEORGE ALTMAN
Managing Director | VETS Indexes

JULIE CANE
CEO & Co-Founder | Democracy Investments

MATT COLE
Head of Products & Investments | Strive Asset Management

ANTHONY SASSINE
Managing Director, Senior Investment Strategist | KraneShares

4:00-4:50

AROUND THE GLOBE: BEST OPPORTUNITIES FOR 2023

Interesting times continue! Whether it is the long-awaited end to the Coronavirus, recession, global geopolitical disruption or the global interest rate landscape, these forces flow through our markets each day. Today’s successful Asset Managers must command the necessary understanding to execute their strategies effectively while being mindful of such dynamics. Our experts will examine where the greatest risks may reside, as well as, where the best opportunities remain for 2022 and 2023.

Moderator:
JULIE ABBETT
Head of ETF Distribution | J.P. Morgan Chase & Co

Panelists:
NICHOLAS BOHNSACK
CEO | Strategas Asset Management

HECTOR McNEIL
Co-Founder, Co-CEO | HANetf

JEREMY SCHWARTZ
Executive Vice President, Global Head of Research | WisdomTree Asset Management

KATIE STOCKTON, CMT
Founder and Managing Partner | Fairlead Strategies, LLC

4:50-5:00

CLOSING REMARKS – ETF GLOBAL

5:00-6:00

COCKTAIL RECEPTION

There will be a private reception for attendees on the 12th floor, immediately following the program.