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Long gone are the days of ETFs being exclusively associated with passive investing. The demand for Actively-Managed ETFs has resulted in sharp increases in global assets under management and predictions for a steep growth trajectory going forward. While mutual funds and even SMA conversions have been part of the story, Actively-Managed ETFs have dominated new listings throughout 2024. Our expert panel will discuss the advantages of accessing actively managed strategies through the ETF wrapper, their unique approaches to this exploding segment and their respective views towards what 2025 may hold.

Defined Outcome ETFs now reflect one of the fastest growing segments of the ETF landscape. Recent product innovations extend in a variety of directions to include buffers, floors, spreads and even fund of funds. As the pool of Defined Outcome ETF Issuers expands, so do the forecasts for accelerated growth in assets within these products. Join our panel of experts, as they explore future product attributes, strategies and innovations within this quickly unfolding world.

Exchange-Traded Funds have grown in many ways including depth, breadth and style as they have pervaded investment portfolios globally. While indexes and passively managed ETFs have been linked to insurance and insurance retirement products for decades, these insurance solutions now include actively managed ETFs as well. How big of a future opportunity may exist for all types of ETFs within the world of insurance and insurance solutions? This expert panel will explore this overarching question and the transformative role of ETFs in this sector, examining their benefits, challenges, and the future of ETF investment strategies within insurance products.

With an approaching Presidential election and rate cuts from the Federal Reserve now in process, 2024 is proving to be one of the most interesting fixed income environments in recent memory. As the number and type of fixed income ETFs grow, what fixed income strategies are best suited for the current investing landscape? Our panel of experts will examine the trends driving fixed income ETF asset growth, new and emerging strategies and provide insights for successfully navigating this core asset class.

Join our wealth technology experts as they showcase leading and emerging technology in a “Round Robin” format. Each participant will provide a timed, live demo of their respective platform’s applications to illustrate the benefit to the Wealth Management space.

For over three decades, Exchange-Traded Funds have revolutionized investor access to a diverse set of asset classes. The recent launch of spot Bitcoin and spot Ether ETFs stands as a prime example of the transformative role ETFs play in enhancing both access and liquidity. After a complex journey, the arrival of these products has reshaped the investment landscape. Investors are responding with robust inflows and yet important questions linger. What strategies are advisors implementing to effectively incorporate these innovative products? Join leading experts as they explore the future of these groundbreaking ETFs.

In addition to the new President-elect, interest rates, geopolitical risk and overall business and technology innovations may create an unprecedented investment environment. As these forces impact our markets, successful asset managers command the necessary understanding to prudently manage risk while unearthing opportunities. Our experts will describe their respective approaches and how they position portfolio decisions into 2025.

Seeding ETFs through the SMA conversion process is an increasingly popular method for asset managers to launch and scale their products. Panelists will explore the operational and tax efficiencies of conversions utilizing Section 351 as well as offer insight into the nuances and potential pitfalls that asset managers should consider before beginning the conversion process.

ETF custodians play a vital but often back-office role in the launching, trading and servicing of Exchange-Traded Funds. Initial servicing practices of ETF custodians revolved around the safekeeping of ETF assets. While the security of investor assets remains a primary focus, the custodians’ abilities to support ETFs and materially impact their potential success has grown just as the ETF universe and product. Join our panel of leading experts in the ETF custodian space as they address a broad spectrum of questions, issues, challenges and supporting services that have evolved in conjunction with the fast-paced growth of Exchange-Traded Funds.

As the U.S. moves beyond the transition to a shortened settlement cycle, new challenges for optimal ETF trade execution have emerged. Could T+0 become the next frontier—an opportunity, a hurdle, or a non-event? Join our panel of experts as they delve into the current ETF trading landscape, exploring key factors such as explicit and implicit costs, emerging trends, and the most pressing issues facing the market today. Learn what steps market participants must take to navigate and succeed in this evolving environment.

The rapid expansion of ETFs is driving an evolving legal, compliance, and regulatory landscape. With the Names Rule set to take effect in December 2025, additional developments—ranging from ETFs as a share class to AI, ESG, Private Assets and crypto—could spark a wave of new regulations. Join our panel of Legal and Compliance experts as they explore the impact of these changes and discuss the steps needed to navigate this shifting terrain successfully.

In 2024, the pace of new strategies and ETF launches showed no signs of slowing. This panel brings together diverse perspectives to explore the growing adoption of the ETF structure by asset managers. Our experts will cover a wide range of topics, including the advantages and challenges of the ETF landscape, while sharing insights into what drove each of them to implement their strategies within an ETF wrapper.

Join our industry technology experts as they showcase their leading technology in a “Round Robin” format. Each participant will provide a timed, live demo of their respective platform’s applications to illustrate their positive impact within the ETF space.

Exchange-Traded Funds (ETFs) were originally closely tied to passive investing and traditional market-capitalization indexes. However, over the past three decades, both ETFs and indexing have significantly evolved. Recently, there has been a surge in actively-managed ETFs, further reshaping the landscape. Join our panel of experts as they explore the current state of indexing and discuss what the future may hold for the ever-evolving world of ETFs and index strategies.