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2:00pm - 2:30pm 30 mins
ETF University & Advisor Accelerator
ETFs 101: Facts & Fiction – How ETFs Really Work & What Matters Most

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.

  • Presenter Matt Hougan - Chairman, Inside ETFs
  • Presenter Todd Rosenbluth - Senior Director, ETF & Mutual Fund Research, CFRA
2:30pm - 2:50pm 20 mins
ETF University & Advisor Accelerator
ETFs 201: Don’t Leave Money on the Table – A Practical Guide to Trading ETFs

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 market maker will walk you through the basics of ETF trading, including how to avoid leaving money on the table.

  • Presenter Ryan Szakacs - VP, ETF Capital Markets, J.P. Morgan Asset Management
2:50pm - 3:10pm 20 mins
ETF University & Advisor Accelerator
ETFs 301: The Evolution of Portfolio Construction Practices: A Smarter Approach to Factor Investing

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 they provide tips on how put these innovative tools to work and capture better risk-adjusted returns.

  • Presenter Brian Kraus - Managing Director, Investment Consulting, Hartford Funds
3:10pm - 3:30pm 20 mins
ETF University & Advisor Accelerator
ETFs 401: Bond ETFs Explained – What You Need to Know to Be a Better Investor

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.

  • Presenter Paul Kim - Managing Director - ETF Strategy, Principal Global Investors
3:30pm - 4:00pm 30 mins
ETF University & Advisor Accelerator
Networking Break
4:00pm - 4:30pm 30 mins
ETF University & Advisor Accelerator
Differentiating Your Practice: Anatomy of a Recession: Recognizing & Preparing for Risk

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?

  • Presenter Corey Hardie - VP, Portfolio Specialist, ClearBridge Investments, a Legg Mason Company
4:30pm - 5:00pm 30 mins
ETF University & Advisor Accelerator
Differentiating Your Practice: Save Time, Make Money & Look Smart

From Spotify to Amazon Echo, technology has made every facet of life easier, putting you in control and simplifying day-to-day tasks. But has technology made your practice better? Learn how the advisors of tomorrow are using new fintech solutions to change not only their practice but to improve client outcomes, and their work/life balance.

  • Moderator John Swolfs - CEO, Inside ETFs
  • Panelist Justin Castelli - CEO & Financial Advisor, RLS Wealth Management
  • Panelist Tyrone Ross Jr. - Managing Partner, Noble Bridge Wealth Management
5:00pm - 5:30pm 30 mins
ETF University & Advisor Accelerator
Differentiating Your Practice: Winning Clients With Content

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.

  • Presenter Kali Roberge - Founder, Creative Advisor Marketing
5:30pm - 7:00pm 90 mins
ETF University & Advisor Accelerator
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.