8:00-9:15am

REGISTRATION/CONTINENTAL BREAKFAST

9:15-9:30am

EVENT CHAIR’S WELCOME

ETF GLOBAL® PORTFOLIO CHALLENGE – Honoring Recent Winners

JIM GREGORY
Senior Director, Head of Business Development Group | ETF Global

9:30-10:00am

OPENING KEYNOTE

BEN SLAVIN
Global Head of ETFs | BNY Mellon Asset Servicing

10:05-10:45am

NEW-TO-MARKET ETF ROUNDTABLE

SPONSORED BY U.S. BANK

Throughout the first half of 2023, new strategies and overall ETF launches continue at a brisk pace. This expert panel will bring together an eclectic group of vantage points to discuss the experience of advisers entering the ETF space, the challenges and decisions they face, and the opportunities they’ve found.

Moderator:
MICHAEL BAROLSKY
Head of Regulatory Services | U.S. Bank Global Fund Services

Panelists:
LANCE MCGRAY
Managing Director, Head of ETF Product | Advisors Asset Management, Inc.

MIKE CASTINO
Managing Director, Investment Manager Solutions | Sound Capital Solutions LLC

SYLVIA JABLONSKI
CEO, CIO | Defiance ETFs

10:45-11:05am

MORNING BREAK

11:05-11:45am

EMERGING GEOGRAPHIC TRENDS IN EXCHANGE-TRADED FUNDS

Globally, the number of Exchange-Traded Fund Listings, Trading and Assets-Under-Management continue to climb, but is the type of growth consistent across different global markets or are various geographic regions experiencing unique elements of innovation, regulation, and opportunity? Our eclectic panel of experts, who hail from distinct roles and regions within the global ETF ecosystem, will answer those questions as well as highlight their unique insights into the emerging ETF trends and the most critical risks.

Moderator:
BILL DONAHUE
Managing Director | PWC

Panelists:
HECTOR McNEIL
Co-Founder, Co-CEO | HANetf

MICHAEL VENUTO
Co-Founder & CIO | Tidal Financial Group

BERNARDO GUILLAMON
Senior Consultant | Syntax

KEVIN GOPAUL
President (former) | BMO ETFs

11:50-12:30pm

ACTIVELY MANAGED EXCHANGE-TRADED FUNDS

Exchange-Traded Funds are exclusively passive no more as Actively Managed ETFs represent one of the most quickly growing segments in the ETF ecosystem. Certainly, in part, fueled by conversions from mutual funds, actively managed ETFs continue to stake their claim with ETF investors. The actively managed lineup now boasts of a wide spectrum of entrants, ranging from well-established asset managers to first-timers. Our panel of experts will describe their unique approaches to this rapidly growing marketplace.

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

Panelists:
SAL ESPOSITO
Head of ETF Products | Zacks Investment Management

BRIAN KELLEHER
Chief Revenue Officer | Simplify

JASON RONCA
Head of ETF Capital Markets | BNY Mellon Investment Management

PETER DOYLE
Managing Director and Co-Founder | Horizon Kinetics

12:35-1:15pm

LUNCHEON & NETWORKING SESSION

(SPONSORS EXHIBIT HALL)

1:15-1:45pm

AFTERNOON KEYNOTE

ULJAN SHARKA
CEO and Founder | iGenius

1:50-2:30pm

FIXED INCOME STRATEGIES FOR TODAY

SPONSORED BY SSGA SPDR

2023 continues to be one of the most interesting, fixed income environments of recent decades driven by debates over the future of sharply higher interest rates, the return of volatility, geopolitical risk and the proposition between credit and duration risk. With fixed income ETFs now playing a far greater role than just a buy-and-hold vehicle, the question remains, where are we heading? Our panel of experts will examine the trends driving fixed income ETF asset growth, new and emerging strategies and what the remainder of 2023 & 2024 may hold for this core asset class.

Moderator:
KAT SWEENEY
Global Head of Data & ETF Solutions | MarketAxess

Panelists:
MARCEL BENJAMIN
Vice President | SPDR ETF Fixed Income Group

DAVID SHARP
Senior ETF Capital Markets Specialist | Vanguard

MATT KAUFMAN
SVP, Head of ETFs | Calamos Investments

JOHN KELLER
ETF Specialist | Morgan Stanley Investment Management

2:35-3:15pm

DEFINED OUTCOME ETFs: A NEW AND NOW BIG PLAYER

Defined Outcome ETFs have now attracted some of the largest and most well-established asset managers. Innovation continues to abound throughout these buffered product suites as investors capture the exposure to the price return of broad equity markets while garnering downside protection against extreme losses. Please join our panel of experts who have helped drive this momentum as they discuss the details, mechanics, strategy and the path forward for Defined Outcome ETFs.

Moderator:
VICTOR WERNY
Director, North American ETP Listings | Cboe

Panelists:
CHARLES CHAMPAGNE
Head of ETF Strategy | Allianz Investment Management

BURKE ASHENDEN
Director of Capital Markets | Innovator ETFs

KARAN SOOD
CEO | Cboe Vest

JAY JACOBS
U.S. Head of Thematics & Active Equity ETFs | BlackRock

3:15-3:30pm

AFTERNOON BREAK

3:30-4:10pm

BEST ETF EXECUTION

The term Best Execution is difficult to define, measure and obtain on a consistent basis. Brokers are legally required to seek the best execution reasonably available for their customers’ orders. While it is not possible to always know our customers’ objectives, we have a rich framework for discussion. Our industry experts will discuss the major considerations and drivers of ETF best execution and ETF liquidity for a wide range of asset classes.

Moderator:
ANDREW SEROWIK
Portfolio Manager | Exchange Traded Concepts

Panelists:
RICH LEE
Head of Program/ETF Trading and Execution Strategy | Baird

RYAN CVRKEL
ETF Specialist, ETF Sales & Trading Team | Susquehanna International Group

JC MAS
Managing Director and co-head of Global Equities | BNY Mellon

DAN MADDEN
Director, ETF Capital Markets | Northern Trust

4:15-4:55pm

AROUND THE GLOBE: BEST OPPORTUNITIES FOR 2023 & 2024

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 2023 and 2024.

Moderator:
JULIE COOLING
Founder & CEO | RIA Database & RIA Channel

Panelists:
CHRIS BROWNE
Chief Investment Officer, Partner | Democracy Investments

MATT TUTTLE
CEO & CIO | Tuttle Capital Management

KIERAN KIRWAN
Senior Investment Strategist | ProShares

ALEX MORRIS
President and Chief Investment Officer | F/m Investments

4:55-5:00pm

CLOSING REMARKS – ETF GLOBAL

5:00-6:00pm

NETWORKING RECEPTION

There will be a private reception for attendees immediately following the program.

SPONSORED BY INDXX