2019 ETP Fall Forum – New York City

November 21, 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.

EXECUTIVE SPONSORS

ETF GlobalETF Global® (ETFG®) is a leading provider of data, research, investment decision support applications, proprietary risk analytics and educational offerings for Exchange-Traded-Products. While ETF Global specializes in Exchange-Traded-Funds (ETFs), the company’s broad suite of products and services addresses the spectrum of asset classes throughout the investment arena. The ETFG research platform, which is driven by the ETFG Quantitative Model (ETFG Quant), supports the overall investment process with a variety of strategies and applications to pursue return, manage risk, utilize investment analysis and generate investment ideas. Founded in 2011, the firm is headquartered in New York and maintains offices in both New York City and Pittsburgh, PA. More information about ETF Global and our services, applications and products is available throughout our site, at www.etfg.com.

Tuttle Tactical ManagementTuttle Tactical Management (TTM) is an experienced industry leader in Trend Aggregation providing Investment Advisors, Financial Planners, Insurance Agents and their clients with proven and customized tactical ETF-based investment strategies and exclusive asset management. Our uncertain global economy presents a new paradigm for investing. While growth is important, knowing how to protect the wealth you have accumulated is equally important. At Tuttle Tactical Management, not losing money is as important as making money. We apply our depth of experience, network of global relationships and research and analysis to give our clients an advantage in today’s complex market environment.

www.TuttleTactical.com

BTIG

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. The firm’s Global Portfolio and ETF Trading team is committed to offering industry-leading solutions. Through a highly-experienced trading team and powerful technology, BTIG provides solutions for portfolio rebalances, cash flow trades and index events across developed, emerging and frontier markets. BTIG’s ETF Trading desk provides best execution services across a wide array of asset classes including global equities, fixed income, and commodity ETFs. High-touch traders and proprietary algorithms opportunistically access ETF liquidity in the primary and secondary market through ETF creation/redemption. BTIG Transition Management provides global, multi-asset class transition solutions for asset owners undergoing portfolio realignments or a change to their investment management team.

www.BTIG.com

VETS IndexesVETS Indexes is an independent provider of custom indexes within the Environmental, Social and Governance arena. Drawing on deep and broad industry experience, we construct and disseminate thematic impact indexes for investors, exchanges and asset managers which serve as the underlying portfolios for financial products.

At the heart of our suite of Indexes is a core belief that the mission critical mindset, unique skill sets and specialized training that US Military Veterans bring to the workplace are differentiating factors in an enterprise’s overall performance. While these attributes and the Veterans themselves are not the only driving force behind any company’s success, we believe that the recognition of their value by these firms indicates a more well governed and more well run corporation.

www.VETSIndexes.com

Lifestage InvestingLifeStageInvesting.com is a cutting-edge, digital advisor featuring a dynamic financial planning and investing program which helps identify, plan and invest throughout a person’s various life-stages. LifeStageInvesting.com embraces a goal-oriented approach and provides the flexibly to migrate seamlessly between these life stages and their requisite investing modes. Whether a Financial Advisor, RIA or Investor, come visit us at www.LifeStageInvesting.com.

Vitrus ETFVirtus ETF Solutions, an affiliate of Virtus Investment Partners, operates a multi-manager ETF platform, providing investors access to differentiated investment capabilities from select subadvisers.

www.virtusetfs.com

EXHIBITORS

AAM
S Network
Seeking Alpha
Victory Capital

AGENDA SPONSORS

Nasdaq
Wall Street Access
Webbush

SUPPORTERS

Accelerate
Aware
Battlefin
ClosedEnd
Confluence Capital
DataTrek
Georgetown University
Gitterman Wealth
ETF Logi
ISS ESG
JP Morgan
Just Capital
K&L Gates
Life + Liberty Indexes
Maynooth
Morgan Lewis
ICE NYSE
Pacer
Pacific Global
Procure
Quadratic Capital
Roundhill Investments
Thompson Hine
Toroso Investments
Up Fintech
Vesper

MEDIA PARTNERS

Jobs in ETFs
Markets Media
QWAFAFEW
Tabb Group