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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Edward Rosenberg
MD, Head of ETF and Funds Management at Texas Capital
Speaker

Profile

Edward Rosenberg is Managing Director, Head of ETF & Funds Management at Texas Capital. He is responsible for building out and leading the ETF and funds platform for Texas Capital Securities, Texas Capital’s broker-dealer subsidiary, while overseeing product management, capital markets and sales as it relates to ETFs.

Edward joined Texas Capital in February 2023, bringing to his new role a total of 28 years of finance experience, including an 18-year history as a pioneer in the ETF industry. Previously, he served as Head of ETFs at American Century Investments. In less than five years, he built a platform of 35 ETFs with $16B in AUM. He was the first to launch semi-transparent ETFs in March 2020.

Prior, Edward served as the FlexShares Head of ETF Capital Markets at Northern Trust, where he developed new ETF strategies and managed 26 authorized participants (APs), market making firms and exchanges. Prior to Northern Trust, he served as Head of Capital Markets at Russell Investments, where he launched 17 ETFs and secured over $225M in seed capital, in addition to $30M for new Australian-domiciled ETFs. He also signed up 18 APs, managed market making firms and led the company’s acquisition of U.S. One. Edward began his career at Vanguard, where he directed ETF product development, including the launch of seven bond sector ETFs, two domestic ETFs and four broad-based bond ETFs.

Edward earned a Bachelor of Arts in Business Administration at Muhlenberg College and a Master of Business Administration at Pennsylvania State University. He is a frequent featured guest on Bloomberg, CNBC and Fox Business.

Agenda Sessions

  • What Are Investors Getting Wrong With Impact And ESG: Emerging Opportunities

    1:50pm
  • Matching Client's interests and objectives with Thematic ETF Analysis

    2:30pm