ETP Forum – New York City

November 19, 2020 | 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.


Chris Romano

Director of Research
ETF Global

Doug Peta

Global ETF Strategy
BCA Research

Mike Castino

Senior Vice President, U.S. Bancorp Fund Services

Graham Day

VP of Product & Research
Innovator Capital Management

Lance McGray

Managing Director, Head of ETF Product
Advisors Asset Management

Toby Loftin

Managing Principal
TriLine Index Solutions

Scott Sacknoff


Corey Franco

Founder and Managing Partner
NobleBridge Wealth Management

M. David Sherrill, CFA, CMT

Senior Portfolio Management Director

Craig Siena

Senior Vice President
Stifel Nicolaus

Todd Stankiewicz, ChFC

Private Wealth Manager, VP, Portfolio Manager
Private Banking & Investment Group, Merrill Lynch

Lou Cannataro

Cannataro Park Avenue (CPAF)

Julie Abbett

Executive Director
J.P. Morgan

Scott Kefer, CFA

Senior Portfolio Strategist

Michael Venuto

Co-Founder & CIO
Toroso Investments and Tidal Growth Consultants

Ryan Cvrkel

Sr. Vice President, Institutional ETF Strategist
Direxion Investments

Steven L. Deroian

Head of ETF Strategy
John Hancock Investments

Jim Pacetti

Director of Marketing
ETF Global

Alvin Kressler

Executive Dir and CEO
CMT Association

Linda H Zhang, Ph.D

CEO and Founder
Purview Investments

Matt Markiewicz

Managing Director
Innovation Shares

Chris Hempstead

ETF Head of Sales
Deutsche Bank US

Jay D. Hatfield

Co-Founder, CEO and Portfolio Manager

Christopher T. Harms

VP and Portfolio Manager
Loomis, Sayles & Company

Chris Ferreri

Chief Operating Officer

Francis G. Rodilosso

Head of Fixed Income ETF Portfolio Management
Van Eck Securities

Conor J. Platt

Founder and CIO
Confluence Capital Management

Ruggero Gramatica

Founder & CEO

Shalin Madan

Founder & CIO
Bodhi Tree Asset Management

Jeremie Capron

Managing Partner & Head of Research
ROBO Global

Solomon Shields

Director of Product Management

Patrick Shaddow

Director of Index Operations
S-Network Global Indexes

Timothy J. Seymour

Seymour Asset Management

Michael Obuchowski, Ph.D.

Merlin Management

Darshan Bhatt

Co-Founder and Deputy CIO
Glovista Investments

Sean O’Hara

Pacer Financial

Karl Snyder

Chief Marketing Strategist, VETS Indexes

Kip Meadows

Founder & Chairman

Ben Phillips

Founder & Chief Investment Officer

Mark Marex

Managing Partner and Co-Founder
Roundtree Capital Management