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6:30pm - 8:00pm
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TOUCHDOWN! 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-powered indoor/outdoor networking reception that will get the conference off on the right foot as we take in the NFC Conference Championship game.

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2:00pm - 2:20pm 20 mins
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The ETF Industry Summit
The ETF PR Challenge
  • Moderator Jim Wiandt - President, Donostia Ventures
  • Panelist Eric Balchunas - ETF Analyst, Bloomberg Intelligence
  • Panelist Chris Sullivan - Managing Director, MacMillan Communications

ETFs face a PR challenge. Despite saving investors billions, media coverage of ETFs is mixed, at best, with more stories about ETFs potentially destroying the world than stories extolling their benefits. Is it fair? And how should the industry respond? We debate and discuss.

2:00pm - 2:50pm 50 mins
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ETF University & Advisor Accelerator
ETFs 101: How ETFs Work & How to Pick the Best ETF Every Time
  • Presenter Matt Hougan - CEO, Inside ETFs
  • Presenter Todd Rosenbluth - Senior Director, ETF & Mutual Fund Research, CFRA

Inside ETFs brings together the world’s leading due diligence experts to explain how ETFs work, how they trade, and how to cut through the marketing jargon and pick the best ETF every time.

2:20pm - 2:40pm 20 mins
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The ETF Industry Summit
5 Questions on Bitcoin ETFs: Everything You Need to Know
  • Moderator Dave Nadig - CEO, ETF.com
  • Presenter Jeremy Senderowicz - Partner, Dechert LLP

Applications for cryptocurrency ETFs are piling up at the SEC. When will the first bitcoin ETF launch? What will it look like? And what could throw things off? We sit down with one of the industry’s leading legal minds to find out.

2:40pm - 3:20pm 40 mins
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The ETF Industry Summit
How to Launch (& Grow) an ETF in 2018: 3 Approaches to a Common Problem
  • Moderator Tom Lydon - Editor & Publisher, ETF Trends
  • Panelist Edward Baer - Counsel, Investment Management Practice, Ropes & Gray
  • Panelist Christian Magoon - Founder & CEO, Amplify ETFs
  • Panelist Sam Masucci - Founder & CEO, ETF Managers Group

Launching an ETF is never easy. But with rising competition, increased regulatory burdens and scarce seed capital, it’s getting harder than ever. On this panel, we profile three different approaches to getting an ETF off the ground, identifying the pros, cons and possibilities of each approach.

2:50pm - 3:00pm 10 mins
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ETF University & Advisor Accelerator
ETFs 201: Understanding Bond ETFs … in 10 Minutes Or Less
  • Presenter Matt Reiner - CEO & Co-Founder, Wela

ETFs are transforming bond investing, and that’s a good thing: With generationally low interest rates and razor-tight credit spreads, investors need new solutions. Inside ETFs teaches you everything you need to know to succeed as a bond ETF investor in 10 breathless minutes.  

3:00pm - 3:25pm 25 mins
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ETF University & Advisor Accelerator
ETFs 301: Using Smart Beta to Solve Real Needs
  • Presenter Michael LaBella - Portfolio Manager, Equity Strategist, QS Investors

While the discussion on smart beta has evolved significantly over time, the focus has remained on addressing shortcomings of traditional passive cap-weighted indexes, side-stepping one of the most crucial issues for investors: how to seek specific investment outcomes, including capital growth, income generation, volatility management and capital preservation.

3:20pm - 4:00pm 40 mins
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The ETF Industry Summit
Opportunity in Europe: Expanding an ETF Franchise Abroad
  • Moderator John Swolfs - VP, Head of EMEA, Inside ETFs
  • Panelist Nik Bienkowski - Co-Founder & Co-CEO, HANetf
  • Panelist Marc Knowles - ETF Consulting Practice Lead, KPMG UK

European ETF assets are surging, rising 40% in 2017. As billions flood in, savvy U.S. ETF issuers are asking, how do I capitalize? Inside ETFs brings two of the world’s leading European ETF experts to the stage to examine what’s driving the growth and how U.S. firms can profit.

3:25pm - 3:50pm 25 mins
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ETF University & Advisor Accelerator
ETFs 301: Mind the Gap: A Framework for Evaluating Smart Beta
  • Presenter Brian Kraus - Product Specialist Director, Investment Consulting Group, Hartford Funds

A leading expert in factor investing explores how to make smart-beta products work for you, generate returns, and eliminate hidden risks in your portfolio. A must-attend session if you are seeking a useful evaluation framework for assessing strategic beta ETFs.

3:50pm - 4:00pm 10 mins
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ETF University & Advisor Accelerator
ETFs 401: Understanding Alternative ETFs ... in 10 Minutes or Less
  • Presenter Matt Hougan - CEO, Inside ETFs

VIX. Leverage. Inverse. Commodities. Liquid alts. In this session, we look at the hidden corners of the market, separating good ideas from bad, exposing hidden risks and unlocking hidden opportunities.

4:00pm - 4:20pm 20 mins
The ETF Industry Summit
Networking Break
4:00pm - 4:20pm 20 mins
ETF University & Advisor Accelerator
Networking Break
4:20pm - 4:35pm 15 mins
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The ETF Industry Summit
The Future of Active: Everything You Need to Know as Semitransparent ETFs Near Approval
  • Presenter Frank Koudelka - Senior Vice President & Global ETF Product Specialist, State Street Global Services

It’s been 4+ years since the first filing for a semitransparent (sometimes called nontransparent) active ETF structure hit the SEC. Rumor has it the first approval could be near. How do these structures work, and what will they mean for the ETF industry? We invite one of the world’s leading experts on the topic to explain.

4:35pm - 5:15pm 40 mins
Info
The ETF Industry Summit
The ETF Rule, MiFID II and the Future of ETF Regulation
  • Moderator Crystal Kim - Columnist, Barron's
  • Panelist Stacy Fuller - Partner, K&L Gates
  • Panelist Jane Heinrichs - Associate General Counsel, Investment Company Institute
  • Panelist Barry Pershkow - Partner, Chapman and Cutler

ETF regulations are changing … fast. The long-delayed “ETF Rule” promises to revolutionize how ETFs come to market non-transparent ETFs are on the horizon, and MiFID II, DOL and new NAIC guidelines deliver a surge of new assets into ETFs. We gather the world’s leading ETF legal minds to talk about the big issues and opportunities facing the industry on the regulatory front in 2018.

5:10pm - 5:40pm 30 mins
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ETF University & Advisor Accelerator
Differentiating Your Practice: The Coolest Ideas in Advisor Technology … New Tools That Will Change Your Business Forever
  • Presenter Joe Cowling - Managing Director of Partnerships, RightCapital
  • Presenter Jason Mars - CEO, Clinc
  • Presenter Aaron Schumm - Founder & CEO, Vestwell
  • Presenter Robert Sofia - Founder & CEO, Snappy Kraken

This fast-paced, demo-only session will showcase the best new tools, apps and software out there to help you grow your business. Hear five ideas in 30 minutes that will make your business better immediately.

5:40pm - 6:30pm 50 mins
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The ETF Industry Summit
ETF Industry Summit Concludes

Attendees are invited to join the ETF  University & Advisor Accelerator for the Inside ETFs Leadership Keynote Address in the Great Hall.

5:40pm - 5:50pm 10 mins
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ETF University & Advisor Accelerator
Transition Break

Head to the Great Hall for the next session!

5:50pm - 6:30pm 40 mins
Info
ETF University & Advisor Accelerator
Inside ETFs Leadership Keynote Address in the Great Hall Leadership Is a Choice: Lessons From a Military Legend
  • Presenter General Stan McChrystal - Former Commander of U.S. & International Forces in Afghanistan, United States Army

Location: Great Hall

How Wired Magazine described our closing keynote speaker: “To hear [Stan] McChrystal talk about leadership is like hearing Steve Jobs or Henry Ford talk about productivity. The former general is a warrior and visionary who turned a bulky bureaucracy into a fast-moving force that helped wipe out Al-Qaeda in Iraq, and is credited with turning the tide of that war as well as the one in Afghanistan.” You’re not going to want to miss this one.

6:30pm - 8:00pm 90 mins
Info
TOUCHDOWN! 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-powered indoor/outdoor networking reception that will get the conference off on the right foot as we take in the NFC Conference Championship game.