ETP Forum – New York City
May 19, 2022 | 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.
OPENING KEYNOTE ADDRESS
NICHOLAS COLAS
Co-Founder | DataTrek Research
Nick is a 30+ year veteran of Wall Street with experience in equity research, money management and investment banking.
From 2003 – 2017 he was Director of Research and Chief Market Strategist for first Rochdale Securities and then Convergex Group. In the latter role he authored the firm’s Morning Markets Briefing, which became a daily must-read for thousands of Wall Street professionals.
Nick is regularly on CNBC and Bloomberg TV/Radio and is widely quoted in the financial press.
NEW-TO-MARKET ETF ROUNDTABLE
SPONSORED BY US BANK
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
INSURANCE COMPANIES AND THE NEXT WAVE OF ETF GROWTH
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
THE ACCELERATION OF ACTIVELY MANAGED EXCHANGE-TRADED FUNDS
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
ETF GLOBAL® PORTFOLIO CHALLENGE
Honoring Recent Winners of the semi-annual Portfolio Challenge – an individual-based, simulated investment challenge designed to serve as a fun and educational tool to help educate college students about investing and Exchange-Traded-Products. Through this website, students can familiarize themselves with the contest – its rules, registration instructions, sponsors & supporters, weekly performance updates, participating schools, and other important resources.
The ETF Global® Portfolio Challenge takes place semi-annually, aligning with the start and finish of each semester. The top 5 winners from each contest are recognized in a variety of ways including on www.etfg.com, on www.ETFPortfolioChallenge.com and in-person at this conference.
Presented by:
JAMES PACETTI & TRAMMEL ROBINSON
ETF Global®
FIXED INCOME AND YIELD: BEST STRATEGIES FOR TODAY
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
THE EVOLVING WORLD OF ESG, IMPACT AND THEMATIC INVESTING
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
AROUND THE GLOBE: BEST OPPORTUNITIES 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