SPRING, 2024 FORUM VIDEO HIGHLIGHTS

OPENING KEYNOTE ADDRESS

MARK MAKEPEACE
Chief Executive Officer | Wilshire Indexes

Mark is the Chief Executive Officer at Wilshire Indexes. Prior to joining Wilshire in January 2021, Mark was Group Director of Information Services at the London Stock Exchange Group (LSEG) and Chief Executive of FTSE Russell, which he founded in 1995 and grew into one of the largest and most successful global index providers today.

Mark started his career in financial services in 1985 at the London Stock Exchange. Over the years, he has forged alliances with stock exchanges, academics and leading industry groups, establishing substantial businesses around the world. He was a founding member of the Index Industry Association and its first chairman.

A long-time supporter of children’s charity UNICEF, Mark currently serves as an honorary Vice President of UNICEF UK. He is a Distinguished Fellow at the Georgetown Center for Financial Markets and Policy at Georgetown University and also serves as a member of the Board of Directors of the Saudi Stock Exchange and the Singapore Stock Exchange. He is author of FTSE: The Inside Story.

FUND INFRASTRUCTURE NEEDS

SPONSORED BY U.S. BANK

Moderator:
JOSH JACOBS
Senior Vice President, Chief Commercial Officer – ETFs | U.S. Bank Global Fund Services

Panelists:
ANDREW CHANIN
Co-Founder/CEO | ProcureAM

ALI DOYLE
Head of US ETF Listings | Nasdaq

CHRIS HEMPSTEAD
Managing Director of ETF and Global Portfolio Trading | Mirae Asset Strategies

THE EVOLVING GLOBAL ETF LEGAL LANDSCAPE

Moderator:
MICHAEL PRENDERGAST
SVP, ETF Senior Product Specialist | Ultimus Fund Solutions

Panelists:
STEPHEN CARSON
Head of the Asset Management & Investment Funds Group | A&L Goodbody LLP

AISHA HUNT
Principal | Kelley Hunt

JEREMY I. SENDEROWICZ
Shareholder | VedderPrice

MORRISON C. WARREN
Partner and Co-Chair Investment Management Group | Chapman and Cutler LLP

ACTIVELY MANAGED EXCHANGE-TRADED FUNDS

Moderator:
STEVE SACHS
Global Chief Operating Officer of ETF Accelerator | Goldman Sachs

Panelists:
MICHAEL ESCHMANN
Managing Director Business Development | REX Shares

RAFAEL ZAYAS
SVP, Head of Portfolio Management & Trading | Vident Asset Management

MATT TUTTLE
CEO & CIO | Tuttle Capital Management

BRUCE SALTZMAN
Managing Director, Head of Americas ETF Capital Markets | State Street Global Advisors

THE 2024 FIXED INCOME LANDSCAPE & BEST STRATEGIESE

Moderator:
JASON ORLOSKY
Head of Investment Strategy & Platform, Area Vice President | Gallagher

Panelists:
TANUJ DORA
SVP, Portfolio Manager | PIMCO

KRISHNA KUMAR
Portfolio Manager | Goose Hollow Capital Management

UGO EGBUNIKE
Institutional Sales & Trading, Fixed Income Specialist | Jane Street

CONNOR STACK
Director, Fixed Income ETF Strategy | Blackrock

DEFINED OUTCOME ETFs: ACCELERATING GROWTH AND INNOVATION

Moderator:
VICTOR WERNY
Director, North American ETP Listings | Cboe

Panelists:
TRENT HOUSTON
V.P., Exchange-Traded Funds | PGIM Investments

JOE CUSICK
SVP, Portfolio Specialist, Portfolio Management & Research | Calamos Investments

AIDAN O’HARA
Managing Director, Investment Research and Institutional Sales | Pacer ETFs

JARED EISENBERG
VP/ETF Specialist | Alliance Bernstein

ETF TRADING IN THE NEW ERA OF T+1

Moderator:
NAOMI DePINA
Vice President of ETF Sales | GTS Execution Services

Panelists:
JOYCE ROSELY
Senior Relationship Manager | MarketAxess

WILLIAM COLEMAN
Head of US ETF Capital Markets | Vanguard

DONALD O’HARA
CEO | PennHaven Brokerage Partners

BRIAN GILMAN
ETF Sales & Trading | Virtu Financial

AROUND THE GLOBE: BEST OPPORTUNITIES FOR 2024

Moderator:
SANJAY CHABLANEY
Founder/CEO | Nirvana Capital

Panelists:
THOMAS BONVILLE
Managing Director and Head of Derivatives Sales | Clear Street

GEOFF KING
Portfolio Manager – Global Natural Resources Equity | Macquarie Asset Management

EDWARD ROSENBERG
Managing Director, Head of ETF & Funds Management | Texas Capital

DAVID SCHULHOF
Founder and CEO | MUSQ, LLC