SPRING 2019 OVERVIEW
SPEAKERS
AGENDA
VIDEO HIGHLIGHTS
SPONSORS
PRESENTATIONS

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.

VIDEOS – Spring Forum, 2019

SPRING 2019 – OPENING KEYNOTE ADDRESS

JOHN STOLTZFUS, Chief Investment Strategist, Oppenheimer & Co. Inc.

NEW-TO-MARKET ETF ROUNDTABLE – SPONSORED BY US BANK

Moderator: JOEY BLABAUM, Vice President, ETF Operations Specialist, U.S. Bancorp Fund Services

CHRIS STANTON, CIO, Sunrise Capital Partners
ANDREW CHANIN, CEO, Procure Holdings
ALEX PETTEE, President, Head of ETFs, Hoya Capital Real Estate
KEVIN KELLY, Managing Partner, Benchmark – Investment & Portfolio Strategy

INSTITUTIONAL ASSET OWNERS’ ROUNDTABLE

Moderator: RAGHU RAMACHANDRAN, Head of Insurance Asset Channel, S&P Global Market Intelligence

JAE YOON, Chief Investment Officer, New York Life Investment Management
TIM NG, Chief Investment Officer, Clearbrook
MARC REINGANUM, Board of Trustees, Emerson College
ROBERT AMODEO, Head of Municipals, Western Asset Management

THE RISE OF THEMATIC INVESTING, SOCIAL IMPACT AND ESG

Moderator: KARL SNYDER, Chief Market Strategist, VETS Indexes

CONOR PLATT, CEO, Confluence Capital Analytics
LINDA ZHANG, CEO and Founder, Purview Investments
MATTHEW TUTTLE, CEO & CIO, Tuttle Tactical Management
ELI REISMAN, Product Director, Truvalue Labs

ETF GLOBAL® PORTFOLIO CHALLENGE

JAMES PACETTI, Director of Marketing, ETF Global

1. RONBGAI XUE – Tulane University – 52.09% presented by Carlos Pelaez, Nasdaq
2. RONIKA CHOUDHURY – Birkbeck, University of London – 37.19%
3. BRENNAN SIEMENS – University of Manitoba – 22.96%
4. BINRU WU – Tulane University – 22.96%
5. HA NGUYEN – Keuka College – 21.96% presented by Don Colombo, corfinancial

FIXED INCOME AND YIELD: BEST STRATEGIES FOR TODAY

Moderator: GEORGE BOLLENBACHER, Head of Fixed Income Research, TABB Group

CHARLES SELF III, COO, CCO, CIO, iSectors®, LLC
JOHN COLE SCOTT, Chief Investment Officer, CEFA
CHRIS HARMS, Portfolio Manager, Loomis Sayles
MARK LANDIS, Co-founder, Wavelength Capital Management

TIMELY SMART BETA STRATEGIES

Moderator: SCOTT SZEVER, Director of Exchange Traded Products, NYSE

SCOTT R. KEFER, CFA, Senior Portfolio Strategist, Victory Shares and Solutions
TONY BARCHETTO, Founder & Chief Investment Officer, Salt Financial
MICHAEL VENUTO, Co founder & CIO, Toroso Investment
SYLVIA JABLONSKI, Managing Director, Head of the Capital Markets & Institutional Strategy Team, Direxion

AROUND THE GLOBE: BEST OPPORTUNITIES FOR 2019 & 2020

Moderator: JULIE ABBETT , Executive Director and Head of ETF Sales, J.P. Morgan

LANCE MCGRAY, Managing Director, Head of ETF Product, Advisors Asset Management
NICHOLAS COLAS, Co-Founder, DataTrek Research
PATRICK SHADDOW, Director of Index Operations, S-Network Global Indexes
ROBERT MARTINEZ, Chief Revenue Officer, BattleFin Technology