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Key Sessions

Jane Heinrichs

The ETF Rule: SEC Update & Practicalities of the Rule

Investment Company Institute

Ric Edelman

My Technology Will Power Your Solutions & What It Means for Your Clients

Edelman Financial Engines

2:00pm - 2:30pm 30 mins
Info
ETF University & Advisor Accelerator - Location: Regency Ballroom
ETFs 101: Facts & Fiction – How ETFs Really Work & What Matters Most
  • Presenter Matt Hougan - Chairman, Inside ETFs
  • Presenter Todd Rosenbluth - Sr. Director, ETF & Mutual Fund Research, CFRA

Exchange-traded funds have transformed the investment landscape, playing a key role in any investment strategy. The beauty of the ETF is just how simple it truly is to use, yet there are nuanced differences that can’t be ignored. Matt Hougan and Todd Rosenbluth return to the ETF University stage to highlight these differences, leaving you with a framework to pick the right ETF every time.

2:00pm - 2:40pm 40 mins
Info
The ETF Industry Summit - Location: Atlantic Ballroom
The ETF Rule: SEC Update & Practicalities of the Rule
  • Moderator Jane Heinrichs - Associate General Counsel, Investment Company Institute
  • Panelist Edward Baer - Partner, Ropes & Gray
  • Panelist Melissa Gainor - Senior Special Counsel, Division of Investment Management, U.S. Securities & Exchange Commission
  • Panelist Mike Mundt - Partner, Stradley Ronon Stevens & Young

Receive a summary of the Proposed ETF Rule, review of comments and regulatory outlook

2:30pm - 2:50pm 20 mins
Info
ETF University & Advisor Accelerator - Location: Regency Ballroom
ETFs 201: Don’t Leave Money on the Table – A Practical Guide to Trading ETFs
  • Presenter Ryan Szakacs - VP, ETF Capital Markets, J.P. Morgan Asset Management

How investors trade ETFs has changed dramatically over the past decade, and with so many ETFs on the market, can often be tricky. In this session, a leading Capital Markets trading specialist will walk you through the basics of ETF trading, including how to avoid leaving money on the table.

2:40pm - 3:30pm 50 mins
Info
The ETF Industry Summit - Location: Atlantic Ballroom
So, You Want to Launch an ETF?
  • Moderator Chris Sullivan - Managing Director, MacMillan Communications
  • Panelist Charles Ragauss - Managing Director, Exponential ETFs

Our panel of experts will explore what you need to know before you launch your ETF. We’ll outline the discuss allocating your budget and creating your business plan to setting your distribution and marketing strategies. We’ll also look at approaches to launching for acquisition.

2:50pm - 3:10pm 20 mins
Info
ETF University & Advisor Accelerator - Location: Regency Ballroom
ETFs 301: The Evolution of Portfolio Construction Practices: A Smarter Approach to Factor Investing
  • Presenter Brian Kraus - Managing Director, Investment Consulting, Hartford Funds

“Because it’s always been done that way” is hardly an investment philosophy. Multifactor ETFs may offer investors an opportunity to update their approach and more efficiently solve age-old asset allocation challenges. Choosing the right factor ETFs to invest in largely depends on your goals and timelines. Join our factor expert as he provides tips on how to put these innovative tools to work and capture better risk-adjusted returns.

3:10pm - 3:30pm 20 mins
Info
ETF University & Advisor Accelerator - Location: Regency Ballroom
ETFs 401: Bond ETFs Explained – What You Need to Know to Be a Better Investor
  • Presenter Paul Kim - Managing Director - ETF Strategy, Principal Global Investors

Bond ETFs have become the default tool for sophisticated investors responding to a rapidly changing fixed-income market. Learn how to use these ETFs to better manage duration, yield and credit quality without having to sacrifice liquidity.

3:30pm - 4:00pm 30 mins
ETF University & Advisor Accelerator - Location: Regency Ballroom
Networking Break
3:30pm - 4:00pm 30 mins
The ETF Industry Summit - Location: Atlantic Ballroom
Networking break
4:00pm - 4:30pm 30 mins
Info
ETF University & Advisor Accelerator - Location: Regency Ballroom
Differentiating Your Practice: Anatomy of a Recession: Recognizing & Preparing for Risk
  • Presenter Corey Hardie - VP, Portfolio Specialist, ClearBridge Investments, a Legg Mason Company

Being an advisor isn’t easy, even during a 10-year bull market. Imagine how hard it will be the next time we have a “market event.” What steps can you take now to prepare your clients for the inevitable, keep them invested and stop them from driving you crazy, and themselves broke?

4:00pm - 4:20pm 20 mins
Info
The ETF Industry Summit - Location: Atlantic Ballroom
Advertising 2.0: Optimize Your Public Relations in the Digital Age
  • Moderator Joe Anthony - President, Gregory FCA
  • Panelist Eric Balchunas - ETF Analyst, Bloomberg Intelligence
  • Panelist Christian Magoon - Founder & CEO, Amplify ETFs

What do you need to focus on post-launch? The panel will look at setting your communications strategy by engaging traditional and social media to maximize marketing and PR today.

4:20pm - 4:50pm 30 mins
Info
The ETF Industry Summit - Location: Atlantic Ballroom
Global ETF Expansion: Successful Strategies for Launching Across Europe & Asia
  • Moderator Malik Sarwar - CEO, K2 Leaders

Understand the global ETF landscape, current regulatory environment and what it takes to launch your product in Europe, as well as penetrating the Asian market through a European platform. We’ll look at how exchanges around the world are working together in the current competitive climate.

4:30pm - 5:00pm 30 mins
Info
ETF University & Advisor Accelerator - Location: Regency Ballroom
Differentiating Your Practice: Winning Clients With Content
  • Presenter Kali Roberge - Founder, Creative Advisor Marketing

Content marketing has been around since cavemen started selling fire, but the rising cost of client acquisition has sent advisors looking for alternatives. In this critical session, learn how to publish your own content, drive traffic, and make your content compelling enough to attract the right clients.

4:50pm - 5:10pm 20 mins
Info
The ETF Industry Summit - Location: Atlantic Ballroom
What Does an Affluent China Wealth Manager Think About ETFs?

Hear an Asia wealth and asset management leader’s thoughts on the use and non-use of ETFs and how to compete with technological giants.

5:00pm - 5:30pm 30 mins
Info
ETF University & Advisor Accelerator - Location: Regency Ballroom
My Technology Will Power Your Solutions & What It Means for Your Clients
  • Presenter Ric Edelman - Founder & Chairman, Financial Education & Client Experience, Edelman Financial Engines

He’s seen it all over the course of his career, building a practice that will stand the test of time, yet he’s never satisfied. Hear from a perennial Barron’s top 100 advisor on how he stays relevant, finds new ways to hypercharge growth in his firm, and why you and your business might be his next big client.

5:10pm - 5:30pm 20 mins
Info
The ETF Industry Summit - Location: Atlantic Ballroom
Keynote: How to build a business around zero

Fee compression is causing a negative ripple effect on the industry, but there are also those thriving on the race to zero through specific marketing and growth strategies. Gain insight on how one of the most innovative companies is ushering a new generation into the stock market and beyond.

After the session, attendees are invited to join the ETF University & Advisor Accelerator for the Inside ETFs Political Keynote Address in the Regency Ballroom. 

5:30pm - 6:00pm 30 mins
Info
ETF University & Advisor Accelerator - Location: Regency Ballroom
Beyond Trump Nation: The Future of Politics
  • Presenter Donna Brazile - Political Strategist & Former Chair of the Democratic National Committee (DNC), --
  • Presenter Michael Steele - Former Chariman of the Republican National Committee (RNC), --

In his first two years in office, President Trump has upended the traditional political order and redefined the long-standing power structure.  What does the future of the world of politics look like for the upcoming 2020 Presidential race and how will it affect our county and our future?  Former DNC & RNC Chairs, Donna Brazile & Michael Steele join forces to offer a careful, in-depth analysis of the American political landscape and a deeper understanding of the issues affecting your business and daily lives.

6:00pm - 7:30pm 90 mins
Info
ETF University & Advisor Accelerator - Location: Regency Ballroom
The Inside ETFs ‘Welcome to Florida’ Cocktail Reception

Join us at the Diplomat’s iconic “The Hotel Bar” in the open-air lobby for a high-energy indoor/outdoor networking reception that will get your conference off to the right start.


Music Provided by DJ Stochastic

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