8:00-8:45

REGISTRATION/CONTINENTAL BREAKFAST

8:45-9:00

EVENT CHAIR’S WELCOME

SAL LICATA
Director of Business Development | ETF Global

9:00-9:30

OPENING KEYNOTE

NICHOLAS COLAS
Co-Founder | DataTrek Research

9:35-10:25

NEW-TO-MARKET ETF ROUNDTABLE

Sponsored by U.S. Bank

Despite the enormous challenges that the pandemic presented, the growth in both the number of new ETFs and the growth in new ETF Issuers, not only persisted but accelerated. The recent launch of new ETFs span a wide variety and emanate from first-time ETF Managers of all shapes and sizes to well-established ETF Investment Managers. This panel of successful Asset Managers will highlight their respective ETFs that have recently come to market and discuss what drove their decisions to embrace the ETF structure.

Moderator:
MIKE CASTINO
SVP, Exchange Traded Products | U.S. Bank Global Fund Services

Panelists:
JAY BAKER
Director of Capital Markets | Exchange Traded Concepts

BILL CANNON
Head of ETF Portfolio Management | Valkyrie Investments

TOMMY MANCUSO
President | The BAD Investment Company

10:30-10:45

MORNING BREAK

Sponsored by Exchange Traded Concepts

10:50-11:40

INSURANCE COMPANIES AND THE NEXT WAVE OF ETF GROWTH

In recent years, the Portfolio Managers of the Insurance Companies’ General Account assets have become more comfortable with the unique elements of Exchange-Traded Funds and have embraced ETFs as an investment vehicle. In addition, the ETF landscape has seen many of the same Insurance firms become ETF Issuers as well. As the capital requirements of Fixed Income ETFs continue to evolve favorably, these stewards of massive pools of capital may very well lead the next wave of growth in ETFs. Our expert panelists will delve into the migration of Insurance Companies toward ETFs and examine what lies ahead on their unique investment horizon.

Moderator:
PEGGY VENA
Head of ETF Services | Citi

Panelists:
CHRISTOPHER CARR
ETF Specialist – Insurance | J.P. Morgan Asset Management

PHILIP CICHLAR
Institutional Sales & Trading, Fixed Income Specialist | Jane Street

WILLIAM O. CREEDON
Director of ETF Capital Markets | U.S. John Hancock Investment Management

BEN WOLOSHIN
Head of SPDR Insurance | State Street Global Advisors

11:45-12:35

THE ACCELERATION OF ACTIVELY MANAGED EXCHANGE-TRADED FUNDS

Exchange-Traded Funds have historically been associated with passive investing but no longer. The popularity of actively managed Exchange-Traded funds has accelerated significantly in recent years as investors have poured into these strategies embracing lower-cost, tax-efficient assets. While passively managed ETFs aim to replicate an index, active managers are more tactical, attempting to outperform their respective benchmarks. Our panel of experts, from actively managed ETFs, will describe their approaches and strategies to this rapidly growing marketplace.

Moderator:
MO SPARKS
Director, Exchange Traded Products | NYSE

Panelists:
CHRIS MURPHY
Director – ETF Specialist | T. Rowe Price

MICHAEL GIULIANO
Manager of Strategic Initiatives | Putnam

SHANA ORCZYK SISSEL, CAIA
Director of Investments | Cope Corrales

SCOTT SZEVER
Head of ETF Capital Markets | Capital Group

12:35-12:45

LUNCH SEND-OFF

With WTax

12:45-1:40

LUNCHEON & NETWORKING SESSION

Sponsored by WTax

(SPONSORS EXHIBIT HALL)

1:45-2:15

ETF GLOBAL^® PORTFOLIO CHALLENGE

Honoring Recent Winners

JAMES PACETTI & TRAMMEL ROBINSON
ETF Global

2:20-3:10

FIXED INCOME AND YIELD: BEST STRATEGIES FOR TODAY

2022 may represent one of the most interesting interest rate environments of recent decades exacerbated by the return of volatility, inflation, rising rates and geopolitical risk. Credit has become an asset class of increasing focus and one which requires a thoughtful approach. What are the best strategies to generate income, total return and protect principal within today’s fixed income markets? Our experts will discuss those strategies that they feel will most effectively address the current and future environments and review traditional and emerging strategies and structures.

Moderator:
NAOMI DePINA
ETF Sales | GTS-Mischler

Panelists:
BILL AHMUTY
Head of SPDR Fixed Income Group | State Street Global Advisors

HARLEY BASSMAN
Managing Partner | Simplify Asset Management

JASON BLOOM
Head of Fixed Income and Alternatives ETF Product Strategy | Invesco

DAVID SHARP
Senior ETF Capital Markets Specialist | Vanguard

3:15-3:35

AFTERNOON BREAK

3:40-4:30

THE EVOLVING WORLD OF ESG, IMPACT AND THEMATIC INVESTING

The Asset Management industry has witnessed a burgeoning of Thematic investing including the practice of considering environmental, social and governance (ESG) issues. Investors have embraced a wide variety of methods well beyond those that simply appeal to your conscience. But what’s the right approach to portfolio construction in allocating to this new wave of funds? Join our thought leaders in discussing how these factors can lead to better investment results and how to use the evolving data and analyses to get there.

Moderator:
NICO STABLE
Director of Sustainable Finance North America | ICE ESG

Panelists:
PATRICK SHADDOW
President | Syntax Indices

STEPHEN MIRAN
Co-Founder, Lead Portfolio Manager | Amberwave

ERIC QIAN
Vice President, Portfolio and Index Management | Emles Advisors

DANIEL TREMBLAY
Institutional Portfolio Manager | Fidelity Investments

4:35-5:25

AROUND THE GLOBE: BEST OPPORTUNITIES FOR 2022 AND BEYOND

Over the last few years, we can certainly say that we live in interesting times! Whether it’s the Coronavirus, global geopolitical disruption, trade tariffs, a unique global interest rate landscape or any of the many potential impacts that flow through our markets each day, today’s Asset Manager must command the necessary understanding to execute their strategies effectively. Our experts will examine where the greatest risks may reside, as well as, where the best opportunities remain for 2022 and beyond.

Moderator:
DAVID PERLMAN
ETF Strategist | UBS

Panelists:
ANDREW BEER
Managing Member | Dynamic Beta Investments

BRUCE KAVANAUGH
Portfolio Manager | Pacer ETFs

KRISHNA KUMAR
CIO | Goose Hollow Capital

MATTHEW TUTTLE
CEO and CIO | Tuttle Capital Management

5:30-5:45

CLOSING REMARKS – ETF GLOBAL

5:45-6:45

COCKTAIL RECEPTION

Sponsored by Cboe

(12th Floor)
There will be a private reception for attendees on the 12th floor, immediately following the program.