ETF Trends Virtual Summit
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
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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.

  • Analysis of Federal Reserve and global central banks' monetary policy
  • Benefits of income-yielding equity strategies like MLPs or high dividend payers
  • Diversify beyond traditional U.S. bonds with global exposure
  • A rate-hedge strategy to diminish rate risk
  • Diverse alternative fixed-income ETF ideas and strategies to meet the ongoing demand for yield
11:00 – 12:00pm ET
The Smart Beta Ecosystem: What You Need to Know

Investors and advisors are turning to a rising group of alternative index-based ETFs that implement factor screens to enhance returns and diminish risk associated with traditional market cap-weighted funds. As more grow acquainted with the various smart beta strategies, investors have become more discerning, comparing various factor options when selecting the right smart beta fit. Join industry experts as they dive into the customized indices that make up the new breed of factor-based ETFs and delve deeper into the various factors that can help improve portfolio construction.

  • Not all smart beta strategies are created equal
  • Define the modern day smart beta strategy and how they combine factors
  • How factors work across various market conditions
  • Ways factors can potentially enhance value or diminish downside risks
  • Positioning smart beta ETFs into today’s portfolio
12:00 – 1:00pm ET
Building a Better, Stronger Core

Investors are voting with their wallet, revealing an ongoing shift in investment wealth toward cheap and efficient index-based ETFs. With a greater focus on how investment fees can cut into an investor’s overall return, how have advisors responded to the shifting sentiment? Money managers and fund experts will share their insights into the changing perspective on costs and alpha generation.

  • The changing investment landscape and tools to use for today's portfolios
  • How to benefit from better fund economics
  • Asset flows and investment demand for efficient core strategies to access traditional broad markets
  • The advantageous differences in managing a low cost portfolio
1:00 - 2:00pm ET
Understanding Modern Day Risks and Opportunities with International Markets

Investors are increasingly diversifying away from a U.S.-centric portfolio, allocating toward international markets to diversify exposure and potentially enhance returns. Nevertheless, foreign markets come with their own set of idiosyncratic risks that advisors need to be prepared to tackle. Listen from a group of panelist experts on global investments today and ways to diminish risks when trying to access these pockets of opportunities.

  • The global market as part of a diversified investment portfolio
  • Opportunities and potentially enhanced returns from foreign equities
  • The risks associated with international markets
  • Ways to mitigate volatility in overseas market exposure and still gain access returns
2:00 – 3:00pm ET
Don't Forget Commodities Now in a Prolonged Bull Market

While many seek ways to enhance and diversify their investment portfolios in a prolonged bull market, investors should consider commodities exchange traded funds as a key alternative investment to provide uncorrelated returns to traditional asset classes. Listen from a group of industry experts as they discuss the shifting market conditions and how to incorporate commodity strategies to diversify a portfolio.

  • Define the real asset category
  • How real assets react compared to traditional assets
  • Benefits of real assets in shifting market environments
  • How financial advisors can incorporate real assets in a traditional stock and bond portfolio
3:00 - 4:00pm ET
Innovative Industries Leading ETF Strategies and the Technology Revolution

The technology space is filled with forward-thinking companies that are seeking to improve our quality of life. We are in the information age where a global internet boom has helped connect people across the globe, and tech companies are capitalizing on the interconnectivity through new industries like those that capture the rising appetite for online consumption. Investors can also enjoy the shift through targeted growth-oriented plays that capture the innovations and expansions that touch upon various market segments, such as robotics, internet retail and other disruptive technologies. Join experts explain the growing segment and how to incorporate it into a diversified portfolio.

  • 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

PAST SPONSORS

Sponsors

PAST SPEAKERS

Rolf Agather - Director, Research & Development- Russell Indexes
Rolf Agather
Director, Research & Development
Russell Indexes
William Belden - Managing Director, Head of Product Development & Management - Guggenheim Funds
William Belden
Managing Director, Head of Product Development & Management
Guggenheim Funds
Salvatore Bruno - CIO - IndexIQ
Salvatore Bruno
Chief Investment Officer
IndexIQ
Tony Davidow - VP, Alternative Beta & Asset Allocation Strategist
Tony Davidow
VP, Alternative Beta & Asset Allocation Strategist
Charles Shwab
Dan Draper - Managing Director and Global Head of Exchange Traded Funds
Dan Draper
Managing Director and Global Head of Exchange Traded Funds
PowerShares by Invesco
Marie Dzanis - SVP & Head of Intermediary and Welath Distribution - FlexShares
Marie Dzanis
SVP & Head of Intermediary and Welath Distribution
FlexShares
Larry Fink - Chaiman & CEO - BlackRock
Larry Fink
Chaiman & CEO
BlackRock
Sharon French - Executive VP, Head of Beta Solutions- OppenheimerFunds
Sharon French
Executive VP, Head of Beta Solutions
OppenheimerFunds
Deborah Fuhr - Managing Partner & Co-Founder -ETFGI
Deborah Fuhr
Managing Partner & Co-Founder
ETFGI
Bill Gross - Portfolio Manager - Janus Henderson Investors
Bill Gross
Portfolio Manager
Janus Henderson Investors
Simeon Hyman - Head of Investment Strategy- ProShares
Simeon Hyman
Head of Investment Strategy
ProShares
Matt Hougan - CEO- Inside ETFs
Matt Hougan
CEO
Inside ETFs
Sylvia Jablonski - Capital Markets-Institutional Strategist, Managing Director- Direxion
Sylvia Jablonski
Capital Markets-Institutional Strategist, Managing Director
Direxion
Ben Johnson
Ben Johnson
Director, Global ETF Research
Morningstar Inc.
Mark Kiesel - CIO Global Credit, PIMCO
Mark Kiesel
CIO Global Credit
PIMCO
Martin Kremenstein - Senior Managing Director, Head of ETFs
Martin Kremenstein
Senior Managing Director, Head of ETFs
Nuveen
Dave Mazza - Senior VP, Head of ETF Investment Strategy - Beta Solutions
Dave Mazza
Senior VP, Head of ETF Investment Strategy - Beta Solutions
OppenheimerFunds
Arne Noack - Director, ETP Manufacturing
Arne Noack
Director, ETP Manufacturing
Deutsche Asset Management
Fran Rodilosso - Head of Fixed Income ETF Portfolio Management - VanEck
Fran Rodilosso
Head of Fixed Income ETF Portfolio Management
VanEck
Shundrawn Thomas - Executive VP, Head of Funds & Managed Accounts Group - FlexShares
Shundrawn Thomas
Executive VP, Head of Funds & Managed Accounts Group
FlexShares
Luciano Siracusano - Chief Investment Strategist - WisdomTree
Luciano Siracusano
Chief Investment Strategist
WisdomTree
George Milling-Stanley - Head of Gold Investment Strategy
George Milling-Stanley
Head of Gold Strategy
SSGA

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