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Virtual Summit

April 8, 2020

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WELCOME TO THE 2020 ETF VIRTUAL SUMMIT

The ETF industry will come together on Wednesday, April 8, 2020, 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 2020
  • The best strategies for today’s economy and market
  • Out of the box investing ideas for diversification
Virtual Summit

Preliminary Agenda

10:00 – 11:00am ET
Fixed Income: Where to Boost Your Bond Exposure
  • Advantages of fixed income diversification
  • How bond ETFs can work together in today’s portfolios
  • Assessing short- and long-term Fed policy on interest rates
  • How to position fixed income strategies in an investment portfolio while controlling risk
US-listed fixed income ETFs added a combined $97 billion in new assets in 2018, accounting for about 31% of all ETF inflows last year. As investors extend their affinity for bond ETFs, industry experts will come together for this panel to share insights on ETFs that span multiple corners of the fixed income space, including corporate debt, international bonds and U.S. Treasuries. With the Federal Reserve halting its rate-hiking trajectory and possibly cutting rates, it's more important than ever that advisors have the right type of fixed income exposure.
11:00 – 12:00PM ET
Why Every Portfolio Needs Alternative Investments
  • Why now for alternative investment strategies
  • Alternative ETF plays to diversify away from the S&P 500
  • New opportunities to maximize returns while reducing risk
  • How to position new alternative strategies in an investment portfolio
With increasing concern that the current economic cycle is nearing an end, many advisors are looking for alternative ways to diversify their portfolios. With the traditional stock and bond portfolio mix projected to not provide the same type of returns, diversification and the inclusion of alternative investments have come to the forefront of conversation. In this panel discussion, hear from ETF industry experts who will discuss timely alternative investment strategies that can provide diversification to reduce risk and maximize returns.
12:00 – 1:00pm ET
Exploring Equities in the U.S. & Abroad
  • Where advisors should be focusing their equity exposures
  • Untapped equity ETF opportunities in the U.S.
  • Why international equity strategies are now critical for every advisor
  • How to best position equity strategies in an investment portfolio
With the capital markets in the United States at all-time records in all major equity indexes, it’s easy to set and forget your equity exposure. In this panel discussion, attendees will learn about the best U.S. equities strategies that are poised for continued returns during the end of the late cycle. The panel will also explore the wealth of equity opportunities that exist abroad that can't be found in the U.S.
1:00 – 2:00pm ET
The Rise of ESG Investing
  • Identifying the biggest ESG opportunities in the market today
  • The current and future outlook of the ESG landscape
  • New, innovative ESG funds that could propel growth ahead
  • How to position ESG strategies in an investment portfolio
Social responsibility is retraining advisor minds to focus on values–things that matter the most to investors rather than profitability. In this panel discussion, leading ETF industry experts will discuss the latest developments in environmental, social and governance (ESG) principles. The panelists will discuss the rise in social consciousness and increased capital market innovation in the form of socially responsible ETFs.
2:00 – 3:00pm 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.

Past Speakers

Jordan Farris - Managing Director, Head of ETF Product Development, Nuveen
Jordan Farris
Managing Director, Head of ETF Product Development
Nuveen
Matthew Bartolini, CFA - Head of SPDR® Americas Research, State Street Global Advisors
Matthew Bartolini, CFA
Head of SPDR® Americas Research
State Street Global Advisors
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*

Past Sponsors

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*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.

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