THE SPRING, 2019

ETP FORUM

HELD APRIL 30, 2019 | NEW YORK CITY

SPRING 2019 OVERVIEW
SPEAKERS
AGENDA
VIDEO HIGHLIGHTS
SPONSORS
PRESENTATIONS

The Spring, 2019 ETP FORUM

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.

SPRING, 2019 SPEAKERS

Julie Abbett

Executive Director
J.P. Morgan

(click name for bio)

ROBERT E. AMODEO

Head of Municipals
Western Asset Management Company, LLC

(click name for bio)

Tony Barchetto

Founder & CIO
Salt Financial

(click name for bio)

George Bollenbacher

Head of Fixed Income Research
Tabb Group

(click name for bio)

Lou Cannataro ChFC, REBC, AEP, CASL, CLU, CLTC

Wealth Management Advisor
Northwestern Mutual

(click name for bio)

Mike Castino

Senior Vice President
U.S. Bancorp Fund Services

(click name for bio)

ANDREW CHANIN

CEO
ProcureAM

(click name for bio)

Nicholas colas

Co-Founder
DataTrek Research

(click name for bio)

JOHN COLE SCOTT

Chief Investment Officer, Chief Compliance Officer
Closed-End Fund Advisors

(click name for bio)

DONALD COLOMBO

Director of Business Development – North America
CorFinancial

(click name for bio)

Sylvia Jablonski

Managing Director, Head of the Capital Markets & Institutional Strategy Team
Direxion

(click name for bio)

CHRISTOPHER HARMS

VP and Portfolio Manager
Loomis, Sayles & Company

(click name for bio)

Scott R. Kefer

CFA | Senior Portfolio Strategist
Victory Shares and Solutions

(click name for bio)

Kevin Kelly

CEO and Managing Partner
Benchmark Investments

(click name for bio)

MARK LANDIS

Founder
Wavelength Capital Management

(click name for bio)

ROBERT A MARTINEZ

Chief Revenue Officer
BattleFin

(click name for bio)

LANCE MCGRAY

Managing Director, Head of ETF Product
Advisors Asset Management, Inc.

(click name for bio)

Timothy C Ng

CIO
Clearbrook

(click name for bio)

HA NGUYEN

5th Place
Keuka College

(click name for bio)

JASON ORLOSKY

Sr. Investment Strategist
Stifel

(click name for bio)

CARLOS PELAEZ

ETP Product Manager
Nasdaq

(click name for bio)

ALEX PETTEE

President & Head of ETFs
Hoya Capital Real Estate

(click name for bio)

Conor J. Platt

Founder and CIO
Confluence Capital Management

(click name for bio)

Raghu Ramachandran

Head of Insurance Asset Channel
S&P Global

(click name for bio)

Marc R. Reinganum

Visiting Professor of Finance
Leonard N. Stern School of Business

(click name for bio)

Eli Reisman

Senior Product Manager
Truvalue Labs

(click name for bio)

Charles Self

COO and CIO
iSectors

(click name for bio)

Brennan Siemens

3rd Place
University of Manitoba

(click name for bio)

Patrick Shaddow

Director of Index Operations
S-Network Global Indexes

(click name for bio)

Karl Snyder

Managing Dir. and Chief Market Strategist
VETS Indexes

(click name for bio)

Christopher Stanton

Partner, Chief Investment Officer, Portfolio Manager
Sunrise Capital Partners

(click name for bio)

John Stoltzfus

Managing Director – Chief Investment Strategist
Oppenheimer & Co. Inc.

(click name for bio)

Scott Szever

Dir of Exchange Traded Products
New York Stock Exchange

(click name for bio)

Matthew Tuttle

CEO & CIO
Tuttle Tactical Management

(click name for bio)

MICHAEL VENUTO

Co-Founder & CIO
Toroso Investments and Tidal Growth Consultants

(click name for bio)

RONGBAI XUE

1st Place Winner
Tulane University

(click name for bio)

Jae Yoon

CIO
New York Life Investment Management

(click name for bio)

Linda H Zhang

CEO/Founder
Purview Investments

(click name for bio)

SEE THE SPRING PANEL HIGHLIGHTS