Virtual Summit Conference
Bringing together thousands of financial advisors in a renowned, cutting edge virtual setting, the ETF Trends Virtual Summit will:
  • Address pressing ETF issues, opinions, and investing strategies
  • Discuss distinctive offerings and exchange ideas
  • Connect peers without the burdens of cost and traveling
Register to Watch On Demand

AGENDA
Agenda Subject to Change

10:00 – 11:00am ET
Alternative Income Ideas for Today’s Modern Portfolios

As advisors rethink how they plan to adapt to the changing conditions after a three-decade bull run in the fixed-income space, industry experts will review the fixed-income market and provide insights into potential alternative income-generating strategies to diversify yields for the environment ahead.

  • Has the 10 year treasury finally indicated the bull market in bonds is over?
  • Analysis of Federal Reserve and global central banks’ monetary policy
  • How do you diversify beyond traditional U.S. bonds with global exposure for more balanced yield?
  • Do you have a rate-hedge strategy to diminish rate risk?
11:00 – 12:00pm ET
The Smart Beta Ecosystem: What You Need to Know

In search of diversifying risk in an extended bull market environment, more are turning to alternative index-based ETFs that implement factor screens to enhance returns and diminish risks associated with traditional market-cap weighted funds. When browsing through the various options available, investors have to be more discerning in comparing the various factor options to find the best fit. Join industry experts as they dissect the backbone behind the new breed of factor-based ETFs and examine the index factors to improve portfolio construction.

  • What makes Smart Beta strategies smart?
  • How different factors work in different market conditions
  • Combining factors in a multi-factor approach to affect investment outcomes
  • How to position Smart Beta strategies in a current investment portfolio
12:00 – 1:00pm ET
The Future of ETF Asset Management

Advisors are constantly looking for ways to improve on the quality of portfolio construction. The latest evolution of ETF tools and strategies are making huge strides in helping advisors meet their clients’ ever-changing needs. Changing markets, technology and new ways to have representation in certain asset classes are on the top of everyone’s mind. This panel will focus on some of the smartest, new strategies that are attracting attention from institutions and advisors alike.

  • Latest evolution of ETF tools and strategies
  • Changing perspective on costs and alpha generation
  • Ways to improve the quality of portfolio construction
  • How financial advisors can incorporate new strategies that are making huge strides in helping advisors
1:00 - 2:00pm ET
Understanding Modern Day Risks and Opportunities with International Markets

International equities have been lagging behind the U.S. markets for years but are finally having their moment in the sun as investors look beyond the pricey valuations in the domestic U.S. stocks and consider cheaper opportunities in both developed and emerging markets. However, foreign market exposure comes with its own set of idiosyncratic risks that financial advisors need to be prepped for. Listen from a group of panelist experts on global investment opportunities and methods to limit these specific risks when branching out into the international markets.

  • Why consider global market exposure as part of a diversified investment portfolio
  • Areas of opportunities in the international market
  • Potential setbacks that could drag on foreign market exposure
  • How to mitigate volatility in overseas markets and still enhance risk-adjusted returns
2:00 - 3:00pm ET
Innovative Industries Leading ETF Strategies and the Technology Revolution

The technology space is filled with companies that are helping us step into the world of tomorrow as innovation and new ideas help drive technological developments that touch upon many facets of our daily lives. The many changes in the technology sector also provide unique opportunities to capitalize on the rapid growth in various market segments, such as robotics, internet retail and other disruptive technologies. Join experts as they delve in to new technological developments and consider ways to enhance a diversified portfolio through exposure to these growing segments.

  • The current market landscape and how technology companies are positioned
  • New, innovative technologies that could propel growth ahead
  • How disruptive technologies can add value to a portfolio
  • Alternative ways for financial advisors to access the tech segment

2018 MARQUEE SPONSORS

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SPONSORS

Nuveen
OppenheimerFunds
VictoryShares
Deutsche Asset Management
Portfolio ETFs
USFC Investments
Nasdaq
ROBO Global
JP Morgan
Agfig
Davis ETFs
Reality Shares
Vaneck

SPEAKERS

Mike LaBella - Portfolio Manager, QS Investors
Mike LaBella
Portfolio Manager, QS Investors
Legg Mason
Salvatore Bruno - CIO - IndexIQ
Salvatore Bruno
CIO and Managing Director
IndexIQ
Jordan Farris - Managing Director, Head of ETF Product Development.
Jordan Farris
Managing Director, Head of ETF Product Development
Nushares from Nuveen
Mannik Dhillon - Victory Capital
Mannik Dhillon
President, VictoryShares
and Solutions
VictoryShares
Andy O'Rourke - Capital Markets-Institutional Strategist, Managing Director- Direxion
Andy O'Rourke
Managing Director, Chief Marketing Officer
Direxion
John Love - President and Chief Executive Officer - USCF
John Love
President and Chief Executive Officer
USCF
Rob Bush - ETF Strategist
Rob Bush
Director, ETF Strategist
Deutsche Asset Management
David Mazza - Senior VP, Head of ETF Investment Strategy - Beta Solutions
David Mazza
Head of ETF Investment Strategy
OppenheimerFunds
Josh Rogers - Vice President, Beta Specialist - JP Morgan
Josh Rogers
Vice President, Beta Specialist
JP Morgan
Danton G. Goei - Portfolio Manager - Davis Advisors
Danton G. Goei
Portfolio Manager
Davis Advisors
Chuck Martin - Portfolio Manager - AGFiQ
Chuck Martin
Portfolio Manager
AGFiQ
Chris Buck - Head of Capital Markets & Sales - ROBO Global
Chris Buck
Head of Capital Markets & Sales
ROBO Global
Dave Gedeon - Head of Index Research and Development - Nasdaq
Dave Gedeon
Head of Index Research and Development
Nasdaq
Eric Ervin - Head of Index Research and Development - Nasdaq
Eric Ervin
President and CEO
Reality Shares
Fran Rodilosso - Head of Fixed Income ETF Portfolio Management - VanEck
Fran Rodilosso
Head of Fixed Income ETF Portfolio Management
VanEck
Dave Nadig - CEO - ETF.com
Dave Nadig
CEO
ETF.com
Matt Hougan - VP, Head of Research and Development - Bitwise
Matt Hougan
VP, Head of Research and Development
Bitwise
Eric Balchunas - Senior ETF Analyst & Funds Product Specialist - Bitwise
Eric Balchunas
Senior ETF Analyst & Funds Product Specialist
Bloomberg Intelligence

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