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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

Michael Lewis

Closing Keynote Address: An Evening With Michael Lewis

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

Luncheon Keynote Session: Inside the Mind of Disruption

The terms “innovative” and “disruptive” have become commonplace, with every new startup claiming it’s going to change the world. Inside ETFs and State Street Global Advisors sit down with a true game-changer to let you know what it really takes to be disruptive.

  • Presenter Julie Rice, Co-Founder, SoulCycle & Partner, WeWork
  • Introduction Sue Thompson - Head of SPDR® Americas Distribution, State Street Global Advisors SPDR ETFs
  • Moderator Barry Ritholtz - Chairman & CIO, Ritholtz Wealth Management
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
7:00am - 8:30am 90 mins
Info
Breakfast Workshop 1 - Location: Atlantic 1
Breakfast Workshop: Women in ETFs
  • Moderator Sharon French - EVP, Head of Beta Solutions, OppenheimerFunds
  • Panelist Jodie Gunzberg - Managing Director, Head of U.S. Equities, S&P Dow Jones Indices
  • Panelist Anu Jayanti - Global Head of Relationship Management, Citi’s Global Institutional Client Group
  • Panelist Linda Riefler - Board of Directors, MSCI

Please join Women in ETFs for its 6th Annual Inside ETFs Breakfast, where we will host a distinguished panel of women leaders for a discussion focused on career evolution in a dynamic marketplace.

Pre-registration required.

Register Here!

7:00am - 8:50am 110 mins
Info
Breakfast Workshop 2 - Location: Regency 2
Breakfast Workshop: Back to Basics, Thematic ETFs & the 2019 Outlook
  • Moderator Mike Cronan - President, ETC Marketing Services
  • Panelist Richard Cea - Head of Exchange Traded Products, UBS
  • Panelist Chester Chappell - VP ETF Sales & Marketing, Bernstein ETF’s
  • Panelist Michael DePalma - CEO, Sr. Portfolio Manager, Phase Capital LP
  • Panelist Jerry Hicks - Sales & Business Development Manager, The Perth Mint
  • Panelist Todd Sunderland - Partner, Head of Risk Management, Head of Quant Strategies, Cushing Asset Management
  • Panelist Robert Van Brugge - CEO, Sanford C. Bernstein

Sometimes the best way to get ahead is by going back to basics. Join Exchange Traded Concepts and its clients for a breakfast workshop like no other. We’ll explore topics like forgotten gold and why it should have a place in your portfolio, why fundamental research works in an index, why Cushing MLPs within sector funds make sense, and trading ETFs do’s and don’ts. Leave with a better understanding of these niche products and where the opportunities lie in the year ahead.

9:00am - 9:05am 5 mins
Main Session
Welcome to Inside ETFs 2019
  • Presenter John Swolfs - CEO, Inside ETFs
9:05am - 9:10am 5 mins
Main Session
Chairperson Remarks
  • Presenter Thomas Rampulla - Managing Director, Financial Advisor Services, Vanguard
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 Sanjay Arya - Head of Indexes, Morningstar
  • Panelist Rodney Comegys - Principal, Global Head of Equity Indexing, Vanguard
  • Panelist Jamie Farmer - Chief Commercial Officer, S&P Dow Jones Indices
  • Panelist Dave Gedeon - Head of Product Research & Development, Nasdaq Global Information Services
  • Panelist Rory Tobin - Head of the Global SPDR® ETF Business, State Street Global Advisors SPDR ETFs

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 State of the ETF Union 2019: The Dawn of Mass Personalization
  • Presenter Matt Hougan - Chairman, Inside ETFs
  • Presenter Dave Nadig - Managing Director, ETF.com

Dave Nadig and Matt Hougan think today is a massive turning point in the history of investing. Don’t miss their vision of where the ETF and advisory industries are heading, and how you should adapt your business to suit.

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 Mary Ann Bartels - Head of RIC and ETF Strategy in Global Research, BofA Merrill Lynch
  • Panelist Todd Jablonski - CIO, Principal Portfolio Strategies
  • Panelist Gene Podkaminer - SVP, Head of Multi-Asset Research Strategies, Franklin Templeton Investments
  • 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, and there’s more global debt now than before the financial crisis. How are investors 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 Matt Hougan - Chairman, 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: Inside the Mind of Disruption
  • Presenter Julie Rice, Co-Founder, SoulCycle & Partner, WeWork
  • Introduction Sue Thompson - Head of SPDR® Americas Distribution, State Street Global Advisors SPDR ETFs
  • Moderator Barry Ritholtz - Chairman & CIO, Ritholtz Wealth Management

The terms “innovative” and “disruptive” have become commonplace, with every new startup claiming it’s going to change the world. Inside ETFs and State Street Global Advisors sit down with a true game-changer to let you know what it really takes to be disruptive.

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 & User Engagement, Wealthmanagement.com
  • Panelist Noah Hamman - CEO, AdvisorShares
  • Panelist Dodd Kittsley - National Director, Davis Advisors
  • Panelist John Lunt - President, Lunt Capital Management, Inc.
  • Panelist Shana Sissel - Portfolio Manager, CLS Investments

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 Jeremy Held - Director of Research, ALPS Advisors
  • Panelist Joe Kairen - Sr. 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 Writer, ETF.com
  • Panelist Rochelle (Shelly) Antoniewicz - Sr. Director of Industry & Financial Analysis, Investment Company Institute
  • Panelist Matthew Bartolini - Head of SPDR® Americas Research, State Street Global Advisors SPDR ETFs
  • Panelist Paul Dellaquila - Global Head of ETFs, Defiance ETFs
  • 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 John Graves - Author: Fracking, America’s Alternative Energy Revolution, The Renaissance Group
  • Panelist Paul Nolte - SVP, Portfolio Manager, Kingsview Asset Management
  • Panelist Adam Perlaky - Manager of Investment Research, World Gold Council

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 2
Everything You Need to Know: Cryptocurrency & ETFs
  • Moderator Drew Voros - Editor-in-Chief, ETF.com
  • Panelist Hunter Horsley - CEO, Bitwise Asset Management
  • Panelist Hany Rashwan - CEO, Amun AG
  • 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 1
How Service Providers Can Help ETFs Maximize Efficiency
  • Moderator Brenton Garen - Editor-in-Chief, ETF Trends
  • Panelist Dominic Crowe - Managing Director, Global Head of Product Development, Custody & Fund Services, Citi
  • Panelist Jeffrey Sardinha - VP, ETF Client Services & Management for North America, State Street Global Services
  • Panelist Keith Slattery - Managing Director & Global Head of Traditional Fund Accounting, J.P. Morgan

The “race to zero” has affected every part of the ETF ecosystem. But what role does a service provider play in allowing ETFs to maximize efficiency with increasing competitiveness between ETF issuers? What can be done in the short term to reduce impact? What future technology enhancements could enable service providers—and ultimately ETFs—to operate more efficiently? In this unique session, we are joined by the leaders in the custody and fund services space for a frank conversation on how they’re rising to meet the challenges and what that means for the industry.

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 - Sr. Managing Director, Head of ETF Sales, Nuveen
  • Panelist Michael Natale - Head of Intermediary Distribution, FlexShares
  • Panelist Ed Nini - Head of Investment Marketing and Strategy, Beta Solutions, OppenheimerFunds
  • 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, Purview Investments
  • Panelist Joseph Barrato - CEO, Arrow Funds
  • Panelist David Garff - President, Accuvest Global Advisors
  • Panelist Jay Pelosky - CIO & Co-Founder, TPW Investment Management
  • 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 landmines 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 Nancy Davis - Managing Partner & CIO, Quadratic Capital Management LLC
  • Panelist Alistair Lowe - Managing Director & Sr. Portfolio Manager, Beta Strategies, 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 making rookie mistakes? 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 Chris Mirrione - Sr. Portfolio Manager, Alesco Advisors
  • 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 exposing yourself to hidden risks.

2:50pm - 3:40pm 50 mins
Info
Track E - Location: Atlantic 2
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 - Sr. 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 1
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 Malik Sarwar - CEO, K2 Leaders Inc. NY
  • Panelist Jennifer Wappaus - Director, Family 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
  • Presenter Dan Aronson - Director, Janus Henderson Group
  • Presenter Phil Bak - Founder & CEO, Exponential ETFs
  • Presenter Bruce Bond - Co-Founder & CEO, Innovator Capital Management
  • Presenter Richard Cea - Head of Exchange Traded Products, UBS
  • Presenter Andy Hicks - SVP, Director of Portfolio Management & Research, ALPS Advisors, Inc.
  • Presenter Simeon Hyman - Global Investment Strategist, ProShares
  • Presenter Dodd Kittsley - National Director, Davis Advisors
  • Presenter Dan Muzzarelli - VP, Institutional ETF Business Development, Franklin Templeton Investments
  • Presenter William Rhind - Founder & CEO, GraniteShares
  • Presenter Matthew Riley - ETF Sales Specialist, J.P. Morgan Asset Management
  • Presenter Jeremy Schwartz - Global Head of Research, WisdomTree
  • Presenter Steven Vannelli - CEO & CIO, Knowledge Leaders Capital

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.

  • DTEC - Andy Hicks, SVP, Director of Portfolio Management & Research, ALPS Advisors
  • ONLN - Simeon Hyman, Global Investment Strategist, ProShares
  • ULBR - Dan Aronson, Director, Janus Henderson Group
  • BOCT, POCT, UOCT - Bruce Bond, Co-Founder & CEO, Innovator Capital Management
  • PRID - Richard Cea, Head of Exchange-Traded Products, UBS
  • JPGB - Matthew Riley, ETF Sales Specialist, J.P. Morgan Asset Management
  • DINT - Dodd Kittsley, Director, Davis Advisors
  • RVRS - Phil Bak, Founder & CEO, Exponential ETFs
  • PUTW - Jeremy Schwartz, Global Head of Research, WisdomTree
  • FLQL - Dan Muzzarelli, VP, Institutional ETF Business Development, Franklin Templeton
  • KLDW - Steven Vannelli, CEO & CIO, Knowledge Leaders Capital
  • COMB - William Rhind, CEO, GraniteShares
5:30pm - 6:00pm 30 mins
Info
Main Session
Closing Keynote Address: An Evening With Michael Lewis
  • Presenter Michael Lewis - Best-Selling Author of The Fifth Risk, Moneyball, The Blind Side, and The Big Short, --
  • Moderator Barry Ritholtz - Chairman & CIO, Ritholtz Wealth Management

A sharp wit who has dedicated his career to observing politics, finance and the evolution of American culture, Michael Lewis is one of the country’s most influential authors and leading social commentators. His best-selling books include “The Big Short,” “Liar’s Poker,” “Moneyball” and the “The Blind Side.” Join us as he shares his journey into captivating audiences around the world.

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.