IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa
Key Sessions

Gregory Davis

Opening Keynote Address: The Uncertainty Advantage – Finding Value in Tumultuous Times

Vanguard

Stacey Cunningham

History in the Making: A Conversation With Stacey Cunningham

NYSE Group

Paul Tudor Jones II

Looking for Returns? Ask the American Public!

JUST Capital

7:00am - 8:30am 90 mins
Info
Breakfast Workshop 1
Breakfast Workshop: Annual Women in ETFs

Inside ETFs is proud to host the 6th Annual Women in ETFs breakfast.

9:00am - 9:10am 10 mins
Main Session
Welcome to Inside ETFs 2019
  • Presenter John Swolfs - CEO, Inside ETFs
9:10am - 9:40am 30 mins
Info
Main Session
Opening Keynote Address: The Uncertainty Advantage – Finding Value in Tumultuous Times
  • Presenter Gregory Davis - CIO, Vanguard

Today’s market and economic pressures present investors with more questions than answers. Join Vanguard’s CIO and bond expert Greg Davis as he shares his perspective on the current fixed-income environment, ETFs’ untapped potential, and opportunities to uncover hidden value in your clients’ portfolios.

9:40am - 10:30am 50 mins
Info
Main Session
The Future of ETFs: The Business Leaders Panel
  • Moderator Robin Wigglesworth - US Markets Editor, Financial Times
  • Panelist Rodney Comegys - Global Head of Equity Investment, Equity Investment Group, Vanguard
  • Panelist Jamie Farmer - Chief Commercial Officer, S&P Dow Jones Indices
  • Panelist Dave Gedeon - VP Product Manager, Nasdaq Global Information Services
  • Panelist Rory Tobin - Head of the Global SPDR® ETF Business, State Street Global Advisors

The ETF industry has turned into a dogfight, with the race to zero accelerating as each issuer offers ever-cheaper alternatives. An annual tradition, Inside ETFs gathers the goliaths of the ETF universe for a candid discussion on the future of ETFs, where the next leg of growth will come from and what areas of the industry are ripe for disruption.

10:30am - 11:00am 30 mins
Info
Main Session
The End of the World: The Inside ETFs 2019 Debate
  • Presenter Matt Hougan - Chairman, Inside ETFs
  • Presenter Dave Nadig - Managing Director, ETF.com

For more than a decade, Matt and Dave have shared their annual take on the ETF market, and the role of the advisor. This time it’s different, as we pit the two pre-eminent ETF gurus against each other with very different visions of the future.  

11:00am - 11:30am 30 mins
Main Session
Networking Break
11:30am - 12:20pm 50 mins
Info
Main Session
Trade Wars, Brexit & the Ocean of Debt: Global Equities Explored
  • Moderator Bob Pisani - “On-Air Stocks” Editor, CNBC
  • Panelist Brendan Ahern - CIO, KraneShares
  • Panelist Todd Jablonski - CIO, Principal Portfolio Strategies
  • Panelist Gene Podkaminer - SVP, Head of Multi-Asset Research Strategies, Franklin Templeton Multi-Asset Solutions, Franklin Templeton Advisers
  • Panelist Jurrien Timmer - Director of Global Macro, Fidelity Investments

The White House placed tariffs on over $500 billion of imports from China. Two and a half years later, Brexit remains a chaotic unknown. Italy is on the verge of another economic collapse. There’s more global debt now than before the financial crisis. How are investors supposed to navigate these global land mines? We’ve pulled together the smartest global thinkers we know to help survey the field.

12:20pm - 12:40pm 20 mins
Info
Main Session
History in the Making: A Conversation With Stacey Cunningham
  • Presenter Stacey Cunningham - President, NYSE Group
  • Moderator John Swolfs - CEO, Inside ETFs

For the first time in the 226 years since the Buttonwood Agreement, a woman is calling the shots at the world’s largest stock exchange. Hear Stacey Cunningham share her thoughts on the future of the global equity market.

12:40pm - 1:50pm 70 mins
Info
Luncheon Keynote Session: Topic TBD

Continuing our tradition to bring freethinkers, disruptors and innovators, we are scouring the globe to find the right fit for 2019.  Please be sure to visit our website for all the latest additions and to view the line up of speaker we have added. You’re not going to believe who we’ve booked!

2:00pm - 2:50pm 50 mins
Info
Track A - Location: Regency 1
Everything You Need to Know: Is Now the Time for Active Equity ETFs?
  • Moderator David Armstrong - Executive Director, Content and User Engagement, Wealthmanagement.com
  • Panelist Dodd Kittsley - Director, Davis Advisors
  • Panelist John Lunt - President, Lunt Capital Management, Inc.

Flows into active ETFs are picking up, and the products offer investors real solutions. But skeptics remain. Are regulatory issues and concerns about front-running real, or are they grounded in fear? Hear from managers as well as investors who are living and breathing this fight every day.  

2:00pm - 2:50pm 50 mins
Info
Track B - Location: Regency 2
Everything You Need to Know: Dividend & Income Investing
  • Moderator Carolina Wilson - Journalist, Bloomberg News
  • Panelist Kenny Feng - President & CEO, Alerian
  • Panelist Joe Kairen - Senior Director, Strategy & Volatility Indices, S&P Dow Jones Indices
  • Panelist Edward Kerschner - Chief Portfolio Strategist, Columbia Threadneedle Investments
  • Panelist Francis Rodilosso - Head of Fixed Income ETF Portfolio Management, VanEck

As your clients enter retirement, the need for income increases. While rate increases make traditional bonds more attractive, what’s the best approach for extracting income from the markets today? This panel looks at outcome/covered-call-type strategies, MLPs and alternatives to bonds, from dividend strategies to alternative asset classes and derivatives-based approaches.

2:00pm - 2:50pm 50 mins
Info
Track C - Location: Regency 3
Everything You Need to Know: The Thematic Crystal Ball
  • Moderator Lara Crigger - Sr. Staff Writter, ETF.com
  • Panelist Matthew Bartolini - Head of SPDR® Americas Research, State Street Global Advisors
  • Panelist Jay Jacobs - SVP, Head of Research & Strategy, Global X

Don’t blink—you might miss the next hot new thematic ETF! Investors have been using niche ETFs as a source of outperformance and diversification, but how do you know the difference between a trend and a fad? This session will help you separate signal from noise.

2:00pm - 2:50pm 50 mins
Info
Track D - Location: Atlantic 3
Everything You Need to Know: Commodities for the Year Ahead
  • Moderator Sumit Roy - Analyst, ETF.com
  • Panelist Jared Dillian - Editor, The Daily Dirtnap
  • Panelist Deborah Frame - President, Frame Global Asset Management

Hard assets promise to be that ephemeral counter-correlated asset that zigs when your portfolio zags. In any given year, that can make or break your portfolio. So how do you identify which commodity is poised to explode in 2019? Hear from our panel of industry insiders as they discuss the road ahead for this complex but critical asset class.

2:00pm - 2:50pm 50 mins
Info
Track E - Location: Atlantic 1
Everything You Need to Know: Cryptocurrency & ETFs
  • Moderator Drew Voros - Editor-in-Chief, ETF.com
  • Panelist Hunter Horsley - CEO, Bitwise Asset Management
  • Panelist Tyrone Ross Jr. - Managing Partner, Noble Bridge Wealth Management
  • Panelist Jeremy Senderowicz - Partner, Dechert LLP

Bitcoin and other cryptocurrencies clearly pose a threat to the status quo. But the SEC continues to reject the launch of a bitcoin ETF. Why? We sit down with the industry’s leading minds to learn the pros and cons of owning cryptocurrencies, how to detect fraud, and if 2019 will finally be the year for the first U.S. cryptocurrency ETF launch.

2:00pm - 2:50pm 50 mins
Info
Peer To Peer Track - Location: Atlantic 2
Hiring & Firing Investment Managers: What Institutional Investors Look For

Selection, hiring and firing of managers is the most important part of the investment process, and can often be the difference between taking your business to the next level of growing your assets and profits, or continuing to muddle along. The challenge remains: How do you get noticed by institutions, private wealth or endowments? Join us for a panel led by industry practitioners and CFA Institute experts to learn more about how you can make yourself stand out and become more attractive to institutional investors.

2:50pm - 3:40pm 50 mins
Info
Track A - Location: Regency 1
How to Improve Your ETF Due Diligence for Better Investment Outcomes
  • Moderator Lois Gregson - Financial Advisor, Fiduciary Advisors
  • Panelist Kevin DiSano - Senior Managing Director, Head of ETF Sales, Nuveen
  • Panelist Michael Natale - Head of Intermediary Distribution, Northern Trust Asset Management
  • Panelist D.J. Tierney - Sr. Client Portfolio Strategist, Charles Schwab Investment Management

No more “easy” buttons: Too many investors focus on expense ratios and size when picking an ETF. These matter; but are they the most important determinants of your success? We’ll find out. Inside ETFs invites you to join the conversation on how to analyze and choose an ETF beyond the obvious.

2:50pm - 3:40pm 50 mins
Info
Track B - Location: Regency 2
How to Distinguish Between Value Play and Value Trap: Emerging Market
  • Moderator Linda Zhang - CEO, Pureview Investments
  • Panelist David Garff - President, Accuvest Global Advisors
  • Panelist Jonathan Shelon - COO, KraneShares

2018 was a rough year for emerging market ETFs. With no sign of trade wars ending, does this once-powerhouse of returns still make sense in an asset allocation? Get firsthand insight into where the growth will come from, and how to tiptoe around the land mines in this increasingly complex market.

2:50pm - 3:40pm 50 mins
Info
Track C - Location: Regency 3
How to Use Alternative ETF Strategies
  • Moderator Nate Geraci - President, The ETF Store, Inc.
  • Panelist Sal Bruno - CIO, IndexIQ by New York Life Investments
  • Panelist Yasmin Dahya - Executive Director, Head of Americas Investment Specialist Team, Beta Strategies Group, J.P. Morgan Asset Management
  • Panelist Jeremy Schwartz - Global Head of Research, WisdomTree

The idea that alternative strategies are only for the biggest and most sophisticated investors is a fallacy. As the next generation of alternative ETFs comes to market, it’s easier than ever to access new asset classes and new patterns of return. But how do you find them, and how do you use them without getting your face ripped off? Let our panel of experts be your guide to the world of alternative investing.

2:50pm - 3:40pm 50 mins
Info
Track D - Location: Atlantic 3
How to Capture Outperformance & Manage Risk
  • Moderator Michael Batnick - Director of Research, Ritholtz Wealth Management
  • Panelist Bill DeRoche - CIO & Portfolio Manager, AGFiQ
  • Panelist Patrick Gelshenen - Executive Director, TOBAM
  • Panelist Joel Shulman - Professor of Entrepreneurship, Babson College

The bull market continues to push higher, and shows no immediate sign of reversing. How do you find alpha while still controlling risk? In this in-depth session, we share real-world examples of how to position a portfolio for upside participation without leaving your back end hanging in the wind.

2:50pm - 3:40pm 50 mins
Info
Track E - Location: Atlantic 1
How to Trade ETFs: Insights From Across the Ecosystem
  • Moderator Eric Balchunas - ETF Analyst, Bloomberg Intelligence
  • Panelist Chris Heyman - Trading & Operations, Accuvest Global Advisors
  • Panelist Bryan Novak - Senior Managing Director, Astor Investment Management LLC
  • Panelist Edward Rossetti - Head of US ETF Trading, Goldman Sachs
  • Panelist Will Wall - Manager of Trading & Operations, RiverFront Investment Group

Stories of monster trades dominate the headlines, along with the occasional horror stories of trades gone wrong and HFT histrionics. But what if you’re neither a giant institution nor a 100-share investor? How do you ensure you’re getting the best execution, trade after trade, day after day? In this peer-to-peer session, we invite real ETF traders to share their best practices to make you a better ETF trader.

2:50pm - 3:40pm 50 mins
Info
Peer To Peer Track - Location: Atlantic 2
Effectively Transfer Wealth & Retain Assets
  • Moderator Rick Ferri - Financial Analyst, Investment Adviser, Industry Consultant, Author, Speaker & Entrepreneur, Rickferri.com
  • Panelist Justin Castelli - CEO & Financial Advisor, RLS Wealth Management
  • Panelist Brendan Mullooly - Financial Advisor, Mullooly Asset Management, Inc.
  • Panelist Jennifer Wappaus - Private Wealth Advisor, PagnatoKarp

With $30 trillion flowing down from the previous generation, our experts guide you through how to prepare for the inevitable shift.  Are you prepared to move accounts from cash-and-drawdown mode to post-inheritance planning? Advisors who are will not only retain but grow their client base.

3:40pm - 4:10pm 30 mins
Networking Break
4:10pm - 4:50pm 40 mins
Info
Main Session
Looking for Returns? Ask the American Public!
  • Presenter Paul Tudor Jones II - Co-Founder & Chairman, JUST Capital

What if a compelling, undiscovered source of alpha were hiding in plain sight, and identified not by Wall Street, but by the citizens of Main Street? Hear from hedge fund legend Paul Tudor Jones on why he co-founded nonprofit JUST Capital, and how its research, rankings and indexes are demonstrating the case for aligning the priorities of Wall Street with the values and priorities of the American public.

4:50pm - 5:30pm 40 mins
Info
Main Session
Back to the Mine: Hidden Gems 2.0

Back by popular demand … Inside ETFs invites our  12 hidden gems to present their best ideas in a rapid-fire segment that will leave you with fresh ideas for your portfolios.

5:30pm - 6:00pm 30 mins
Info
Main Session
Closing Keynote Address: Headlines Matter – Geopolitical Investing

President Trump has upset the global asset cart. Whether that’s backtracking on Russia or engaging China in a trade war, no one knows where he’ll turn his attention next. Hear from a famed geopolitical speaker on what the new normal looks like, and why 2019 will require a geopolitical focus more than any year in recent history.

6:00pm - 7:30pm 90 mins
Info
An Evening on the Water: Starlight Cruise & Networking Reception

An Inside ETFs tradition returns! This sparkling networking reception combines two parties in one: Relax by Florida’s Intracoastal Waterway at the hotel’s swanky Portico beer garden, or board our state-of-the-art 111-foot yacht and cruise the beautiful coastline of South Florida, cocktail in hand.

Showing of Streams
Showing of Streams
12:40pm - 1:50pm
Info

Luncheon Keynote Session: Topic TBD

Continuing our tradition to bring freethinkers, disruptors and innovators, we are scouring the globe to find the right fit for 2019.  Please be sure to visit our website for all the latest additions and to view the line up of speaker we have added. You’re not going to believe who we’ve booked!

More
Showing of Streams
3:40pm - 4:10pm

Networking Break

More
Showing of Streams
6:00pm - 7:30pm
Info

An Evening on the Water: Starlight Cruise & Networking Reception

An Inside ETFs tradition returns! This sparkling networking reception combines two parties in one: Relax by Florida’s Intracoastal Waterway at the hotel’s swanky Portico beer garden, or board our state-of-the-art 111-foot yacht and cruise the beautiful coastline of South Florida, cocktail in hand.

More