ETF INDUSTRY CONFERENCES

Morningstar ETF Conference

September 7 – 9, 2017 | Chicago, US 

The conference is designed for all financial professionals interested in using ETFs as part of their investment strategies. Whether you are an independent planner looking for insights to implement yourself or a more hands-off advisor searching for portfolio managers, the Morningstar ETF Conference will provide knowledge and perspectives that can help you make informed investing decisions. 

WAIS 2017 Canada

September 13 – 15, 2017 | Niagara Falls, Canada 

WAIS Canada is in its 16th year and is Canada’s largest gathering of alternative and exempt market investment professionals and service providers. Featuring panel discussions with top-level Canadian and international speakers, fund managers and leading service providers, WAIS Canada brings together over 300 delegates to explore every side of alternative investments. WAIS Canada is a popular annual event that is not to be missed.

TrackInsight Investor Summit London 2017

September 29, 2017 | London, UK

TrackInsight, in cooperation with Amundi and BMO Global Asset Management, is organising the third edition of the TrackInsight Investor Summit London. This private event dedicated to professional British investors will take place on 29 September, 2017 at the London Stock Exchange.
Attendance is free and strictly limited to asset owners (pension funds, corporates, insurance companies), IFAs, private banks and multi-managers.

Bloomberg Invest ETF London

October 5, 2017 | London, UK

As a part of Bloomberg Buy-Side week, Bloomberg is hosting its inaugural Bloomberg Invest ETF London summit at our European Headquarters. Through a sharp combination of expert panels and one-on-one interviews with the industry’s biggest players and top analysts, Bloomberg Invest ETF London will tackle head-on the biggest challenges and opportunities inherent in this booming market.

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WAIS 2017 Bermuda

October 11 – 13, 2017 | Bermuda

WAIS Bermuda is in its 2nd year and is a large gathering of alternative investment professionals and service providers. Featuring panel discussions with top-level international speakers, fund managers and leading service providers, WAIS Bermuda brings together over 300 delegates to explore every side of alternative investments. WAIS Bermuda is the event that is not to be missed.

Inside ETFs Europe

October 23 – 25, 2017 | London, UK

Financial advisors and institutional investors only – CFP & CIMA CE credits
For two and a half days, Inside ETFs Europe will bring together the world-leading experts to debate and discuss the most important issues facing investors in today’s challenging market!

Exchange Traded Funds Forum 2017

October 25, 2017 | Sydney, AU

ETFs are undergoing a revolution in growth and product development to meet heightened demand and popularity across all sectors of the investment community. Viewed as a low cost, risk adverse, liquid and tax efficient way to diversify a portfolio, ETFs are considered an ideal investment vehicle for investors continuing to seek high yields despite persistent global market volatility and low returns.

2nd Annual Smart Beta Strategies Summit

October 26, 2017 | Boston, US

Financial advisors and institutional investors only – CFP & CIMA CE credits 
The premier “buyer’s only” all-in-one, 1-day due diligence solution for factor-based strategies for financial advisors and institutional investors. As a flurry of smart beta products hit the market and continue to garner attention financial advisors and institutional investors are fielding more and more questions about these strategies. 

Inside Fixed Income ETFs Exchange

November 2 – 3, 2017 | Newport Beach, CA – US

Financial advisors and institutional investors only – CFP & CIMA CE credits
The 2016 Inside Fixed Income Conference was a huge success, bringing more than 225 delegates to Newport Beach for two days of hard-hitting content, learning, and networking activities.

Inside ETFs Asia

November 8 – 9, 2017 | Hong Kong

The vibrant Asian ETF industry is attracting the best and brightest in finance: people who are willing to dream big and think outside the box. From our groundbreaking ETF workshops to advanced deep dives into regulation, trading and more, you’ll leave Inside ETFs Asia an expert on the hottest financial product across the globe, keeping you ahead of potential land mines and armed with the tools to build the portfolio of tomorrow.

Annual Global Indexing & ETFs

June 25 – 27, 2017 | Dana Point, CA – US 

Serving as the industry’s longest running indexing and ETF event, IMN’s Global Indexing & ETFs 2017 will once again host a cross-section of industry practitioners, including institutional investors and asset owners, index providers, ETF issuers, asset managers, exchanges, technology solutions providers, retail investment advisors, academics and more.
Taking place June 25-27 at the Monarch Beach Resort in Dana Point, CA, the 2017 program will also feature a dedicated track of panels focused on the rise of evidence-based investing’s influence in the marketplace; a must-attend for financial advisors and anyone looking to improve their investment decision-making process.

4th Annual Capital Link Dissect ETFs Forum

June 22, 2017 | New York, US

Capital Link’s 4th Annual Dissect ETFs Forum will feature industry leaders who through a series of panel discussions deep dive into critical topics related to the trends, developments and outlook of ETFs while reviewing major investment strategies using ETFs.
Institutional investors, Financial advisors, RIAs, private bankers, financial planners, fund and asset managers, analysts, and financial media utilize this forum not only as a resource for sharing and evaluating the latest ETF products and trends, but also as an interactive platform for enhancing visibility and establishing the right connections.

TrackInsight Investor Summit Paris

June 15, 2017 | Paris, FR

The  TrackInsight Investor Summit  aims to compare the experiences of institutional investors in passive management and to decipher the latest developments in the industry:
– What are the latest innovations in smart beta indices and alternative investment strategies?
– How to analyze, select, monitor and trade ETFs?
– Understand the liquidity of ETFs on the secondary market and the trading of blocks.

Robo-Advice: A Threat or an Opportunity for the industry?

June 12, 2017 | London, UK

Scalable Capital, one of the leading European digital wealth managers, iShares by Blackrock, the largest global ETF provider, leading consultancy Celent and trade association Women in ETFs invite you to a discussion about the implications of the rise of digital players in the wealth management space: is it a fad? Which customer segments could be better served with a tech-enabled service? Can digital wealth management be profitable? How to create a digital proposition that delivers a true value-add to your customers and your business? Should you do it in-house or partner?

Inside Smart Beta

June 8 – 9, 2017 | New York, US

The Discover how institutions, advisors and hedge funds are translating smart beta theories into real world results. Topics include how to profit from crowded factor trades, the way factors are transforming fixed income, and what factors tell us about active management. 

L'AGEFI Day: Indexing, ETF & Smart Beta Summit

June 8, 2017 | London, UK

The conference is dedicated to institutional investors, multi-managers, private bankers and family officers, and will focus on the key aspects of modern investment approaches, including indexing, single and multi-factor portfolios and smart beta solutions. This conference will also offer unique insight into the investment vehicles providing access to those benchmarks, and shed light on how you can select the most efficient funds available on the market to benefit from the liquidity offered by secondary markets through listed ETFs.

2017 ETF Trading and Market Structure Conference

June 7, 2017 | New York, US

The ETF Trading and Market Structure Conference will focus on regulatory and technological developments in the markets impacting the trading of ETFs. This event will bring together leaders from across the ETF industry, including ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and other market participants. 

Exchange Traded Forum (ETF) Vancouver

June 5, 2017 | Vancouver, CA

Canada’s largest and longest standing event dedicated to Exchange Traded Products. Hear from leading financial industry professionals and industry experts who will provide valuable insights into the issues and trends that matter most to Canada’s financial professionals. 

TrackInsight Investor Summit Zurich

May 16, 2017 | Zurich, Switzerland

During this half-day conference, you will gain a deep understanding of the key practical steps required to ensure optimal investing in passive vehicles listed on European exchanges. Attendance is free and strictly limited to asset owners (pension funds, corporates, insurance companies), IFAs, private banks and multi-managers.

TrackInsight Investor Summit Geneva

May 17, 2017 | Geneva, Switzerland

The TrackInsight Investor Summit  aims to compare the experiences of institutional investors in passive management and to decipher the latest developments in the industry.Attendance at this seminar is  free of charge  and strictly reserved for institutional investors acting on their own behalf and multi-managers.

Asian ETF Summit

May 9, 2017 | Hong Kong

The Asian ETF Summit brings together an audience of asset owners, asset and wealth managers to discuss the latest ETF innovations and the different uses for ETFs as an investment tool.

Fund Forum Asia

April 24 – 26, 2017 | Hong Kong

550+ global fund decision makers including 150 fund selectors as well as key regional and international CEOs.
Fund Selectors we welcomed in 2016 included IBS, iFast, HKMA, Sunlife, IPP Financial Advisor, NAB Private Wealth Advisory, Coutts and AIA Pension to name but a few.

Morningstar Investment Conference

April 26 – 28, 2017 | Chicago, US

The Morningstar Investment Conference presents the latest developments on financial advice from the industry’s top minds. Attendees will come away with new perspectives on the market and actionable ideas to put into practice—whether you construct your own portfolios or outsource the investment management process.

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