SPRING, 2024 FORUM HIGHLIGHTS

APRIL, 2024 | NEW YORK CITY

Meet the Spring, 2024 Speakers

Thomas Bonville

Managing Director and Head of Derivatives Sales

Clear Street

Stephen Carson

Head of the Asset Management & Investment Funds Group

A&L Goodbody LLP

Sanjay Chablaney

Founder/CEO

Nirvana Capital

Andrew Chanin

Co-Founder/CEO

ProcureAM

William Coleman

Head of U.S. ETF Capital Markets

Vanguard

Joe Cusick

SVP, Portfolio Specialist, Portfolio Management & Research

Calamos Investments

Tanuj Dora

SVP, Portfolio Manager

PIMCO

Naomi DePina

Vice President of ETF Sales

GTS Execution Services

Ali Doyle

Head of US ETF Listings

Nasdaq

Ugo Egbunike

Institutional Sales & Trading, Fixed Income Specialist

Jane Street

Jared Eisenberg

VP/ETF Specialist

Alliance Bernstein

Michael Eschmann

Managing Director Business Development

REX Shares

Brian Gilman

ETF Sales & Training

Virtu Financial

Jim Gregory

Senior Director and the Head of Business Development

ETF Global

Chris Hempstead

Managing Director of ETF and Global Portfolio Trading

Mirae Asset Securities

Trent Houston

VP, Exchange-Traded Funds

PGIM Investments

Aisha Hunt

Principal

Kelley Hunt

Josh Jacobs

Senior Vice President, Chief Commercial Officer – ETFs

U.S. Bank Global Fund Services

Jack Kimmel

Vice President, Business Development Group

ETF Global

Krishna Kumar

Portfolio Manager

Goose Hollow Management

Geoff King

Portfolio Manager – Global Natural Resources Equity

Macquarie Asset Management

Mark Makepeace

Chief Executive Officer

Wilshire indexes

Aidan O’Hara

Managing Director, Investment Research and Institutional Sales

Pacer ETFs

Donald O’Hara

CEO

PennHaven Brokerage Partners

Jason Orlosky

Head of Investment Strategy & Platform, Area Vice President

Gallagher

Michael Prendergast

SVP, ETF Senior Product Specialist

Ultimus Fund Solutions

Trammel Robinson

Director of ETF Issuer Relations

ETF Global

Joyce Rosely

Senior Relationship Manager

MarketAxess

Edward Rosenberg

Managing Director, Head of ETF & Funds Management

Texas Capital

Steve Sachs

Global Chief Operating Officer of ETF Accelerator

Goldman Sachs

Bruce Saltzman

Managing Director, Head of Americas ETF Capital Markets

State Street Global Advisors

David Schulhof

Founder and CEO

MUSQ, LLC

Jeremy I. Senderowicz

Shareholder

Vedder Price

Connor Stack

CFA, Director, Fixed Income ETF Strategy

Blackrock

Matt Tuttle

CEO & CIO

Tuttle Capital Management

Morrison C. Warren

Partner and Co-Chair Investment Management Group

Chapman and Cutler LLP

Victor Werny

Director, North American ETP Listings

Cboe Global Markets

Rafael Zayas

SVP, Head of Portfolio Management & Trading

Vident Asset Management

Lead Sponsor

BTIG is a global financial services firm specializing in institutional trading, investment banking, research, and related brokerage services. With an extensive global footprint and more than 750 employees, BTIG, LLC and its affiliates operate out of 24 cities throughout the U.S., Europe, Asia, and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs, fixed income, currency, futures, commodities, foreign exchange, interest rates, credit, convertible and preferred securities. The firm’s core capabilities include global execution, portfolio trading, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, commission management and more.

To learn more about BTIG, visit www.btig.com.
Disclaimer

Executive Sponsor

Our Sponsors

Our Supporters

Media Partners

Event Charity

WHAT WE COVER

HOT TOPICS AT THE ETP FORUM

  • Identifying the best sectors and regions in which to invest

  • Fixed Income: Positioning your portfolio as the bull market comes to an end
  • Incorporating strategic beta strategies into your portfolio
  • Volatility Strategies: To hedge or not to hedge
  • Accessing Liquid Alts through ETPs
  • The QE Stimulus Phenomena: Which foreign markets should you invest in
  • ETF Model Portfolios: Are they right for you
  • The rise of the Robo Advisor: How to position your practice accordingly