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Virtual Summit

April 17, 2019
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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

Preliminary 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
International Markets; Weighing Value, Opportunities, and Risks
  • Foreign market exposure outlook for 2019
  • Identifying lost strategies around the globe
  • Where to start when looking for diversified exposure in international markets
  • How to position emerging market allocation in a client portfolio

There’s no denying that overseas exposure within international markets can give investors much-needed diversification. In this panel discussion, experts will discuss where to look for overseas exposure opportunities, global markets outlook and strategies to incorporate international strategies in a portfolio.

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

Sue Thompson - Head of SPDR Americas Distribution, State Street Global Advisors
Sue Thompson
Head of SPDR Americas Distribution
State Street Global Advisors
Jeremie Capron - Director of Research - ROBO Global
Jeremie Capron
Director of Research
ROBO Global
Catherine Wood - Chief Investment Officer and CEO - ARK Invest.
Catherine Wood
Chief Investment Officer and CEO
ARK Invest
Martin Kremenstein - Senior Managing Director, Head of Retirement Products and ETFs - Nuveen
Martin Kremenstein
Senior Managing Director, Head of Retirement Products and ETFs
Nuveen
Sharon French - Head of Beta Solutions - OppenheimerFunds
Sharon French
Head of Beta Solutions
OppenheimerFunds
Christian Magoon - CEO- Amplify ETFs
Christian Magoon
CEO
Amplify ETFs
Simeon Hyman - Global Investment Strategist, Head of Investment Strategy Group - ProShares
Simeon Hyman
Global Investment Strategist, Head of Investment Strategy Group
ProShares
Sylvia Jablonski - Managing Director, Co-Head of the Capital Markets & Institutional Strategy Team - Direxion
Sylvia Jablonski
Managing Director, Co-Head of the Capital Markets & Institutional Strategy Team
Direxion
Chuck Martin - Portfolio Manager - AGFiQ
Chuck Martin
Portfolio Manager
AGFiQ
Fran Rodilosso - Head of Fixed Income ETF Portfolio Management- VanEck
Fran Rodilosso
Head of Fixed Income ETF Portfolio Management
VanEck
Michael LaBella - Portfolio Manager for QS Investors - QS Investors
Michael LaBella
Portfolio Manager for QS Investors
QS Investors
John Love - President and Chief Executive Officer - USCF
John Love
President and Chief Executive Officer
USCF
Danton Goei - Portfolio Manager - Davis Advisors
Danton Goei
Portfolio Manager
Davis Advisors
Mannik Dhillon - President, VictoryShares and Solutions - VanEck
Mannik Dhillon
President, VictoryShares and Solutions
VictoryShares
Dave Gedeon - Head of Index Research and Development - Nasdaq
Dave Gedeon
Head of Index Research and Development
Nasdaq
John Love - Vice President, Beta Specialist - JP Morgan
Josh Rogers
Vice President, Beta Specialist
JP Morgan
Salvatore Bruno - Portfolio Manager - IndexIQ
Salvatore Bruno
CIO and Managing Director
IndexIQ

Past Sponsors

Nasdaq
State Street Global Advisors
Oppenheimer Funds
Vaneck
Index IQ
Proshares
Nuveen
Legg Mason
AGFIQ
Robo Global
ETFS by JP Morgan
USCF
Ark Invest
Amplify ETFs
Victory Shares
Davis ETFS

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