ETF TrendsETF Database

Virtual Summit

April 17, 2019

Register

WELCOME TO THE 2019 ETF VIRTUAL SUMMIT

The ETF industry will come together on Wednesday, April 17, 2019, for the annual ETF Virtual Summit, a one-day online conference that's complimentary for financial advisors to attend.

At this year's Summit, there will be five cutting edge virtual panels that will address some of the biggest trends and opportunities in the markets today.

Leading ETF industry experts and thought leaders will serve as panelists to offer their expert opinion and analysis on:

  • The biggest challenges and opportunities for 2019
  • The best strategies for today’s economy and market
  • Out of the box investing ideas for diversification
Virtual Summit

Agenda

10:00 – 11:00am ET
Fixed Income Strategies for a Changing Debt World
  • Advantages of global income diversification
  • How indexing and fixed income work together in today’s portfolios
  • Assessing the monetary policy of the Federal Reserve and Central banks around the world
  • How to position fixed income strategies in an investment portfolio while controlling risk

With continued market volatility on the cards for 2019, it’s more important than ever that investors keep a close eye on their fixed income allocations. In this panel discussion, hear from experts as they look at key fixed income indicators, identify how indexing and active fixed income work together, analyze the Fed and Central banks, and look to fixed income investing strategies for the year ahead.

11:00 – 12:00pm ET
Smart Beta and Factor Strategies for a Late Stage Market Cycle
  • Why advisors are shifting from pure beta to smart beta
  • Why factor weightings are critical today
  • Multifactor ETFs; Advantages of running on autopilot
  • How to position smart beta strategies in an investment portfolio

As smart beta ETF interest continues to grow, more investors are asking questions about how to incorporate these new strategies into a diversified portfolio. In this panel discussion, experts will share their knowledge on the smart beta index-based vehicle, what’s driving smart beta growth and demand and how to best implement smart beta ETFs in a portfolio. Most importantly, the panel will debate what key factor strategies are important today.

12:00 – 1:00pm ET
Out of the Box; Alternative and Thematic Tools to Better Diversify Client Portfolios
  • Why advisors are increasing allocation to alternatives now
  • The best ETF tools and strategies to diversify away from the S&P 500
  • New opportunities to maximize returns with minimum volatility
  • How to position new thematic strategies in an investment portfolio

Advancements in the ETF industry are moving at a rapid pace, making it easy to get left behind when it comes to the latest wave of innovation. In this panel discussion, attendees will learn about the latest ETF tools, opportunities to maximize returns and strategies that can be implemented in an investment portfolio.

1:00 – 2:00pm ET
Inside the Disruptive Technology Revolution
  • Identifying the biggest disruptive opportunities in the market today
  • The current and future outlook of the tech landscape
  • New, innovative themes that could propel growth ahead
  • How to position disruptive strategies in an investment portfolio

Disruptive innovation is creating some of the biggest investing opportunities in the markets today. In this panel discussion, learn about the latest happenings in the tech space, how innovative technologies are pushing companies forward to become the next FANG stocks, and tips to add the best strategies to a portfolio to capture future growth. Speakers will dive into robotics, artificial intelligence, biotech, genome sequencing, 3D printing, autonomous vehicles and many others.

Speakers

Jordan Farris - Managing Director, Head of ETF Product Development, Nuveen
Jordan Farris
Managing Director, Head of ETF Product Development
Nuveen
Sharon French - Head of Beta Solutions, OppenheimerFunds
Sharon French
Head of Beta Solutions
OppenheimerFunds
Mannik Dhillon - President, VictoryShares
Mannik Dhillon
President
VictoryShares
Alex Piré, CFA - Head of Client Portfolio Management, Natixis
Alex Piré, CFA
Head of Client Portfolio Management
Natixis
Sylvia Jablonski - Capital Markets - Institutional Strategist, Managing Director, Direxion
Sylvia Jablonski
Capital Markets - Institutional Strategist, Managing Director
Direxion
Meb Faber - Chief Executive Officer & Chief Investment Officer, Cambria Investment Management
Meb Faber
Chief Executive Officer & Chief Investment Officer
Cambria Investment Management
Paul Dellaquila - Managing Director - Global Head of ETFs, Defiance ETFs
Paul Dellaquila
Managing Director - Global Head of ETFs
Defiance ETFs
Matthew Weglarz - CFA, Director and Portfolio Manager - Passive, Tortoise
Matthew Weglarz
CFA, Director and Portfolio Manager - Passive
Tortoise
Catherine Wood - Chief Investment Officer & CEO, ARK Invest
Catherine Wood
Chief Investment Officer & CEO
ARK Invest
Timothy Urbanowicz - Senior Fixed Income ETF Strategist, Invesco
Timothy Urbanowicz
Senior Fixed Income ETF Strategist
Invesco
John Ecklund - Managing Director, Global Fixed Income, Currency & Commodities Group, J.P. Morgan Asset Management
John Ecklund
Managing Director, Global Fixed Income, Currency & Commodities Group
J.P. Morgan Asset Management
Bill DeRoche, MBA, CFA - Portfolio Manager, AGFiQ*
Bill DeRoche, MBA, CFA
Portfolio Manager
AGFiQ*

Sponsors

Register

By registering, you are certifying that you are a financial professional and agree to share your data with ETF Trends and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the ETF Trends' Privacy Policy. You can unsubscribe at any time.

*AGFiQ Asset Management (AGFiQ) is a collaboration of investment professionals from Highstreet Asset Management Inc. (HSAM), a Canadian registered portfolio manager, and of FFCM, LLC (FFCM), a U.S. registered adviser. This collaboration makes up the quantitative investment team.

COPYRIGHT © 2005–2019 ETF TRENDS