2nd annual ETFGI Global ETFs Insights Summit – USA

Register to join the discussions at our 2nd annual ETFGI Global ETFs Insights Summit – USA. The summit is designed to facilitate a substantive and in-depth discussion on the impact that ETFs have on markets and market structure, and the regulatory, trading, and technological developments impacting the use of ETFs. 

Last year’s Conference Brochure

Confirmed speakers: 

  • Shelly Antoniewicz, Senior Director, Industry and Financial Analysis, Investment Company Institute, ICI
  • Jeffrey B. Baccash, Global Head of ETF Solutions, BNP Paribas
  • Tony Baker, Founder & CEO, Investment Innovations
  • Eric Biegeleisen, CFA, Deputy Chief Investment Officer & Portfolio Manager, 3EDGE Asset Management
  • Annette Capretta, Associate General Counsel, Investment Company Institute
  • Bill Davis, Managing Director, Stance Capital
  • Nancy Davis, Managing Partner & CIO, Quadratic Capital Management LLC
  • Vincent Deluard, Director – Global Macro Strategy, StoneX
  • Dan Draper, CEO, S&P Dow Jones Indices
  • Deborah Fuhr, Managing Partner, Founder, ETFGI
  • Stacy Fuller, Partner, K&L Gates
  • Jennifer Grancio, Chief Executive Officer, Engine No. 1
  • John Jacobs, Executive Director, Center for Financial Markets and Policy, McDonough School of Business, Georgetown University
  • David LaValle, CEO, Alerian and S-Network Global Indexes
  • Matt Lewis, VP, Head of ETF Implementation and Capital Markets, American Century Investments
  • Dan Madden, Head of Capital Markets, FlexShares Exchange Traded Funds
  • Kevin D. Mahn, President & Chief Investment Officer, Hennion & Walsh Asset Management
  • Rob Marrocco, Senior Director, Listings, Cboe Global Markets
  • Kathleen Moriarty, Partner, Chapman and Cutler LLP
  • Barry Pershkow, Partner, Chapman and Cutler LLP
  • Christine Podolak, Senior Director, Exchange Traded Products Surveillance & Investigations, FINRA
  • Eric Pollackov, Global Head of ETF Capital Markets, Invesco
  • Fred Pye, Chairman & CEO, 3iQ Corp.
  • Amanda Rebello, Head of Passive Sales, US Onshore, DWS
  • Rick Redding, CEO, Index Industry Association
  • Edward Rosenberg, Senior Vice President, Head of ETFs, American Century Investments
  • Kimberly Russell, Vice President, Market Structure Specialist, State Street Global Advisors SPDR
  • Adam Stempel, Director, BMO Capital Markets
  • Perth Tolle, Founder, Life + Liberty Indexes
  • Diana van Maasdijk, Co-Founder & Executive Director, Equileap
  • Lorraine Wang, Founder & CEO, GAMMA Investing

Topics include: 

  • Lessons Learned in 2020
  • An Appraisal of Regulatory Issues Impacting Market Structure and ETF Trading
  • Creating Better Trading Systems and Tools for ETFs
  • Hot ETFs Regulatory Topics
  • Future of Indexing
  • Sustainable Finance and ESG regulations in the US and Europe
  • Creating ESG Indices
  • Investing in Digital Assets
  • Examination of the State of Active ETFs
  • Global Macro Outlook
  • Update on Flows & Trends in the Global ETF Industry
  • How Are Institutions and Financial Advisors Using ETFs?
  • How are Investors Integrating ESG into their Portfolios
  • The Growth in the Use of Model Portfolios
  • Product Innovation
  • Direct Indexing
  • ETF Selection and Due Diligence
  • Future Trends in the ETF Industry

If you can’t attend on the day, register anyway and you’ll receive recordings of all the sessions.

Free registration and CPD educational credits are offered to buy side institutional investors, financial advisors and RIAs.

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