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7:00am - 8:30am 90 mins
Info
Annual Women in ETFs Breakfast - ADVANCE REGISTRATION REQUIRED
  • Presenter Lynn Blake - Executive Vice President, State Street Global Advisors
  • Presenter Jillian DelSignore - Head of ETF Distribution, J.P. Morgan Asset Management
  • Presenter Jill Iacono Mavro - Head of the Strategic Relationship Group Global SPDR Business, State Street Global Advisors
  • Presenter Jenny Johnson - President & COO, Franklin Resources, Inc.
  • Presenter Diana Tidd - Managing Director & Head of Index, MSCI

Location: Atlantic Ballroom

The 5th Annual Women in ETFs breakfast will feature Jenny Johnson, president and COO of Franklin Resources, and Lynn Blake, Executive Vice President of State Street Global Advisors. They will join WE Leadership on stage to cover the important topics of taking action and advancing women in the industry.

Advance Registration is Required, please visit the WE website to register. 

REGISTER HERE

8:00am - 8:50am 50 mins
Info
Breakfast Workshop: FTSE Russell Presents 'Breakfast of ETF Champions'
  • Moderator Rolf Agather - Managing Director, North America Research, FTSE Russell
  • Panelist Pierre Caramazza - SVP, Head of ETF Distribution, Franklin Templeton
  • Panelist Anthony Davidow - Vice President, Alternative Beta and Asset Allocation Strategist, Schwab Center for Financial Research
  • Panelist David Mazza - Head of Beta Solutions Investment Marketing & ETF Specialists, OppenheimerFunds
  • Panelist Kevin O'Leary - Chairman & Founder, O'Shares Investments

Location: Main Session Room

Join FTSE Russell’s Rolf Agather as he leads an interactive session featuring Charles Schwab, Franklin Templeton, Oppenheimer and O’Shares. Don’t miss this unique opportunity to hear how these issuers can help you identify ETF solutions that match a client’s investment style and portfolio objectives. Audience participation is encouraged, and live polling will be implemented.

9:00am - 9:05am 5 mins
Main Session
Welcome to Inside ETFs 2018
  • Presenter John Swolfs - VP, Head of EMEA, Inside ETFs
9:05am - 9:10am 5 mins
Main Session
Chairperson Remarks
  • Presenter Tom Rampulla - Head of U.S. Financial Intermediaries & Managing Director, Financial Advisor Services™ Division, Vanguard
9:10am - 9:40am 30 mins
Info
Main Session
Inside ETFs Opening Keynote Address
  • Presenter Mortimer J. Buckley - President & Chief Executive Officer, Vanguard

Tim Buckley has been at the helm of Vanguard’s Investment Management division for the past five years of historic growth, with the firm expanding its lineup of products globally and setting new records for cash flow into its low-cost funds and ETFs. On Jan. 1, 2018, he’ll assume the role of CEO, becoming just the fourth executive to lead the storied firm. In Tim’s first public address as CEO, he’ll explore the impact of technology on the intermediary market and the new frontier for advice it offers.

9:40am - 10:30am 50 mins
Info
Main Session
Where to Invest for the Next 3 Years
  • Moderator Bob Pisani - 'On-Air Stocks' Editor, CNBC
  • Panelist Richard Bernstein - CEO & CIO, Richard Bernstein Advisors
  • Panelist David Bianco - Managing Director, Chief Investment Strategist & Head of US Active Equity Management, Deutsche Asset Management
  • Panelist Dennis Gartman - Editor & Publisher, The Gartman Letter
  • Panelist Lori Heinel - Deputy Global Chief Investment Officer, State Street Global Advisors
  • Panelist Kurt Reiman - Managing Director, Chief Investment Strategist, Canada, BlackRock

We asked 1,000 financial advisors what the No. 1 thing was they wanted to learn at Inside ETFs 2018. Their answer? Where to invest for the next three years. So we’ve pulled together the smartest people we know to debate, scrutinize and identify the biggest market opportunities (and risks) they see in today’s challenging market.

10:30am - 11:00am 30 mins
Info
Main Session
The Best New ETF of 2017: We Present, You Decide
  • Moderator John Swolfs - VP, Head of EMEA, Inside ETFs
  • Panelist Eric Balchunas - ETF Analyst, Bloomberg Intelligence
  • Panelist Matt Hougan - CEO, Inside ETFs
  • Panelist Ben Johnson - Director of Global ETF & Passive Strategies, Morningstar
  • Panelist Elisabeth Kashner - Director of ETF Research, FactSet
  • Panelist Tom Lydon - Editor & Publisher, ETF Trends
  • Panelist Dave Nadig - CEO, ETF.com
  • Panelist Todd Rosenbluth - Senior Director, ETF & Mutual Fund Research, CFRA

Your seven favorite ETF pundits return to the Inside ETFs stage to debate their favorite new ETF of the past year. This rousing session is sure to deliver great ideas and huge excitement.

11:00am - 11:30am 30 mins
Main Session
Networking Break
11:30am - 12:20pm 50 mins
Info
Main Session
Big Questions, Straight Answers: The Future of ETFs
  • Moderator Robin Wigglesworth - U.S. Markets Editor, Financial Times
  • Panelist Dan Draper - Managing Director & Global Head of ETFs, Invesco
  • Panelist Dave Gedeon - VP, Head of Research & Development, Nasdaq Global Information Services
  • Panelist Nick Good - Co-Head, Global SPDR Business, State Street Global Advisors
  • Panelist Fran Kinniry - Principal & Global Head of Portfolio Construction, Vanguard Investment Strategy Group, Vanguard
  • Panelist Ted Lucas - Head of Systematic Strategies & ETFs, Hartford Funds

The ETF industry prides itself on offering every investor the chance to invest like the most sophisticated institution in the world. Flipping the script, Inside ETFs ditches traditional moderators and invites you—the audience—to ask the biggest names in the ETF ecosystem your most pressing questions.

12:20pm - 12:40pm 20 mins
Info
Main Session
10 Questions in 20 Minutes: The Future of the Markets
  • Presenter Tom Farley - President, New York Stock Exchange
  • Moderator Matt Hougan - CEO, Inside ETFs

At 30, he was named head of the New York Board of Trade. By 35, trading volume was up twofold and earnings were up 6x. Now, this former Fortune “40 Under 40” member is tasked with modernizing the NYSE, stabilizing the market structure and thriving in an ever-more-competitive environment. How will he do it, and what will it mean for the average investor? We’ll find out.

12:40pm - 1:50pm 70 mins
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Main Session
Luncheon Keynote Session: 'The Daily Show' Takes Florida
  • Presenter Michael Kosta - Correspondent, The Daily Show
  • Presenter Roy Wood Jr. - Correspondent, The Daily Show

Putin is buying Facebook ads. Tweetstorms are defining policy. Congress is awash in scandal. Against this backdrop, Inside ETFs searched high and low for an international news organization that could put the current environment in context. We finally found it in “The Daily Show,” which is dispatching its leading correspondents to Hollywood, Florida, to help us make sense of it all.

1:55pm - 2:45pm 50 mins
Info
Track A
Everything You Need to Know: Emerging Markets
  • Moderator Cinthia Murphy - Staff Writer, ETF.com
  • Panelist Brendan Ahern - Chief Investment Officer, KraneShares
  • Panelist Raman Aylur Subramanian - Managing Director, Head of Equity Applied Research, MSCI
  • Panelist Chris Dhanraj - Director, BlackRock
  • Panelist Edward Kerschner - Chief Portfolio Strategist, Columbia Threadneedle Investments

Location: Regency 1

Emerging markets are surging, but do you own the right ones? We explore the best approach to capturing the current emerging markets boom.

1:55pm - 2:45pm 50 mins
Info
Track B
Everything You Need to Know: Thematic ETFs
  • Moderator Patrick Luby - Municipal Strategist, CreditSights
  • Panelist Michael Arone - Chief Investment Strategist, State Street Global Advisors
  • Panelist Vince Birley - Chief Executive Officer, Vident Financial
  • Panelist Travis Briggs - CEO & Partner, ROBO Global, LLC
  • Panelist Sam Masucci - Founder & CEO, ETF Managers Group

Location: Regency 2

Billions in new money flowed into thematic ETFs in 2017, as concepts like robotics and cybersecurity caught investors’ eyes. Are themes the new sectors, or just a driver of rash performance-chasing?

1:55pm - 2:45pm 50 mins
Info
Track C
Everything You Need to Know: Alternative Income Strategies
  • Moderator Elisabeth Kashner - Director of ETF Research, FactSet
  • Panelist Mike Akins - SVP, Head of Exchange Traded Funds, ALPS
  • Panelist Jim King - Managing Director, Guggenheim Investments
  • Panelist Christian Magoon - Founder & CEO, Amplify ETFs
  • Panelist Chuck Martin - Portfolio Manager, AGFiQ ETFs

Location: Regency 3

With interest rates at record lows—and dividend stocks highly valued—investors must work harder to find the income clients need. We showcase alternative approaches to delivering income with limited risk.

1:55pm - 2:45pm 50 mins
Info
Track D
Everything You Need to Know: ESG Strategies
  • Moderator Lara Crigger - Staff Writer, ETF.com
  • Panelist Richard Cea - Executive Director, Exchange Traded Products, UBS
  • Panelist Sarah Lee Kjellberg - Director & Head of U.S. iShares Sustainable ETFs, BlackRock
  • Panelist Aniket Shah - Head of Sustainable Investing, OppenheimerFunds

Location: Atlantic 3

The ESG era has arrived, with investors everywhere beginning to demand an ESG overlay on their portfolios.  But how do you choose the best approach? And can you achieve ESG goals without sacrificing performance?

1:55pm - 2:45pm 50 mins
Info
Peer To Peer Track
Financial Life Planning: How to Change From Managing Money to Managing Lives
  • Moderator Claud Mitrache - Founder & CEO, Jobs in ETFs
  • Panelist Roy Esh - Financial Advisor, Northwestern Mutual
  • Panelist Kathleen Grace - Managing Director, United Capital
  • Panelist Robert van Beek - Consultant, About Life & Finance

Location: Atlantic 2

Any successful advisor knows the key to winning lifelong clients isn’t investment selection, but helping them achieve their financial goals. In this first-of-its-kind session, Inside ETFs invites three financial planners who’ve made the change from asset manager to life coach to share their story and help kick-start your transformation.

1:55pm - 2:45pm 50 mins
Info
Inside ETFs Canada Track
Canada’s ETF Leadership: The Future of the Canadian ETF Experiment
  • Moderator John Swolfs - VP, Head of EMEA, Inside ETFs
  • Panelist Kevin Gopaul - Global Head of ETFs & Chief Investment Officer, BMO Global Asset Management Canada
  • Panelist Steven Hawkins - President & Co-CEO, Horizons ETFs Management (Canada)
  • Panelist Florence Narine - Senior Vice-President, Head of Product, AGF Investments

Location: Atlantic 1

With seven of the nation’s largest asset managers now offering ETFs, and more sure to join the party, how will new entrants fare in an already-busy marketplace? Hear both sides of the story as Inside ETFs gathers both traditional ETF providers and the upstarts for a hard-hitting conversation on fee wars, product innovation and what it takes to build a modern portfolio to support advisors in 2018 and beyond.

2:45pm - 3:35pm 50 mins
Info
Track A
How To: Use Smart Beta for Income
  • Moderator Michael McNiven - Managing Director & Portfolio Manager, Cumberland Advisors
  • Panelist Jennifer Bender - Director of Research for Global Equity Beta Solutions, State Street Global Advisors
  • Panelist Ed Rosenberg - Senior Vice President, Head of ETFS, American Century Investments
  • Panelist Luciano Siracusano - Chief Investment Strategist, WisdomTree
  • Panelist Jason Stoneberg - Director of Research & Product Development, PowerShares by Invesco

Location: Regency 1

Smart beta means different things to different investors. But with dividend stocks richly valued, the smartest investors are using it to take a new approach to income—achieving their income goals while limiting risk.

2:45pm - 3:35pm 50 mins
Info
Track B
How to Deliver Alpha in an Active ETF
  • Moderator Deborah Fuhr - Managing Partner & Co-Founder, ETFGI
  • Panelist Eric Biegeleisen - Managing Director, Research, 3EDGE Asset Management
  • Panelist Stephen Clarke - President, NextShares Solutions
  • Panelist Robert DeRochie - SVP & Client Portfolio Manager, Fixed Income, First Trust Advisors
  • Panelist Justin Sibears - Managing Director, Newfound Research

Location: Regency 2

Public perception is that ETFs are an index phenomenon. But there are more than 70 active equity ETFs on the market, with billions in assets. Some of these funds have solved the puzzle of delivering outperformance. We explore how.

2:45pm - 3:35pm 50 mins
Info
Track C
How to Deploy Tactical & Strategic ETF Portfolios That Work
  • Moderator Lois Gregson - Senior Analyst, FactSet
  • Panelist Kim Arthur - CEO, Main Management
  • Panelist Kushal Gupta - Senior Quantitative Equity Analyst Portfolio Manager, Tennessee Consolidated Retirement System
  • Panelist Robert Hughes - Head of Index & Advisor Services, Nasdaq Global Information Services
  • Panelist Rusty Vanneman - Chief Investment Officer, CLS Investments

Location: Regency 3

Increasingly, it’s not about the products you use … but how you put them together. We gather the leading ETF portfolio experts we know to explain how to create tactical and strategic portfolios that actually work.

2:45pm - 3:35pm 50 mins
Info
Track D
How to Source Liquidity Regardless of ETF Size
  • Moderator Eric Balchunas - ETF Analyst, Bloomberg Intelligence
  • Panelist Lawrence Jules - Director/Head Trader, Windhaven Investment Management Inc.
  • Panelist Haddon Kirk - Head of ETF Trading, Citadel Securities
  • Panelist William Wolcott - Vice President, Macro Credit Trading, Goldman, Sachs and Co.

Location: Atlantic 3

The landscape of ETF trading has changed radically in the past year. What was once an over-the-counter analog process has transformed into a digitally enabled accelerated function. Get up-to-date in this critical session.

2:45pm - 3:35pm 50 mins
Info
Peer To Peer Track
Growing Your Brand: Effective Use of Social Media, Blogs & More
  • Moderator Julie Cooling - CEO & Founder, RIA Channel
  • Panelist Phil Huber - Chief Investment Officer, Huber Financial
  • Panelist Peter Lazaroff - Chief Investment Officer, Plancorp
  • Panelist Robert Seawright - Chief Investment Officer, Madison Avenue Securities

Location: Atlantic 2

Social media is a powerful tool that has helped many advisors raise their profiles as thought leaders. Join three financial bloggers for an in-depth active session on what it takes to become a recognized thought leader and known brand.

2:45pm - 3:10pm 25 mins
Info
Inside ETFs Canada Track
Beyond Beta
  • Presenter Christopher Doll - Vice-President, PowerShares Sales & Strategy, PowerShares Canada

Location: Atlantic 1

In this fast-paced session, Inside ETFs Canada invites the smartest equity thought leader we know to share actionable insight to boost alpha in your equity portfolio in the year ahead

3:10pm - 3:35pm 25 mins
Info
Inside ETFs Canada Track
The New Age of Fixed Income
  • Presenter Todd Schlanger - Senior Investment Strategist, Investment Strategy Group, Vanguard Canada

Location: Atlantic 1

The bond market of tomorrow looks nothing like the bond market today. Preparing your portfolio is one of the biggest challenges investors face. Hear how new innovative active fixed-income strategies can give advisors the tools, solutions and exposure needed to navigate this rapidly changing market.

3:35pm - 4:05pm 30 mins
Main Session
Networking Break
4:05pm - 4:40pm 35 mins
Info
Main Session
The Inside ETFs 2018 Keynote Address: The Challenge of Winning
  • Presenter Matt Hougan - CEO, Inside ETFs
  • Presenter Dave Nadig - CEO, ETF.com

In an annual tradition, Inside ETFs CEO Matt Hougan and ETF.com CEO Dave Nadig take the Inside ETFs stage to lay out their vision for the future of ETFs … and the future of investing.

4:40pm - 5:00pm 20 mins
Info
Main Session
A Better Way: How Data & Technology Have Changed Investing Forever
  • Presenter Andrew Ang - Managing Director, BlackRock

Smart beta. Systematic alpha. Proprietary data sets. People ask: Why is the nature of investing changing so fast? The answer is simple: Technology and data are making new approaches to alpha possible.  BlackRock’s Andrew Ang explores how and explains what it means for your portfolio.

5:00pm - 5:20pm 20 mins
Info
Main Session
10 Questions in 20 Minutes: Is Now the Time for Active Management?
  • Moderator Matt Hougan - CEO, Inside ETFs
  • Presenter Christopher Davis - Chairman & Portfolio Manager, Davis Advisors

Active management has gotten no love (and no money) for a decade at least. But with the bull market closing in on its ninth year, many are asking if now is the time for active. We sit down with one of the smartest active managers we know to figure out if that’s true … and how to tell good active from bad.

5:20pm - 6:00pm 40 mins
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Main Session
Closing Keynote Address: Are We in a Bubble?
  • Presenter Mohamed El-Erian - Chief Economic Adviser, Allianz

He’s been called one of the “100 Most Powerful People in Finance.” He’s made the Foreign Policy’s Top 100 Global Thinkers list four times. He’s served as CEO and president of Harvard Management Company and chair of President Obama’s Global Development Council. This two-time New York Times best-selling author will definitively answer the question, “Are we in a bubble?” and tell us what the future holds for the U.S., the world and your portfolio. 

6:00pm - 7:30pm 90 mins
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Main Session
An Evening on the Intracoastal: Starlit 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’ yacht as we cruise the beautiful coastline of South Florida.