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Key Sessions

Robert Shiller

Narrative Economics, Volatility & More: A Discussion with Prof. Robert Shiller & DoubleLine Capital’s Jeffrey Sherman

Yale University

Joe Duran

It’s All About the Experience: Insights From Joe Duran

United Capital

Linda-Eling Lee

ESG Investing: Planet, Purpose, Performance

MSCI

Joe Montana

The Unmistakable Power of Leadership

aka "The Comeback Kid"

6:30am - 8:00am
Info

2nd Annual Inside ETFs Fun-Run

It’s never too early to get in shape for a good cause! Join us for the 2nd annual Inside ETFs Fun Run, proudly brought to you by John Hancock. All proceeds from this event will benefit the lifesaving work of Save the Children, an international children's relief organization determined to ensure every child around the world has a healthy start, a safe environment and the opportunity to learn.

Special guest: Meb Keflezighi, Olympic Medalist, winner of Boston & New York City marathons and recipient of the Jesse Owens Award

Register Here! 

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Showing of Streams
Showing of Streams
12:40pm - 1:50pm
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Networking Lunch

You asked, we listened. Enjoy this time to network with your peers, catch up on emails or visit Inside ETFs partners in the exhibit hall to gain a fresh perspective on the future of investing.  

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Showing of Streams
3:20pm - 3:50pm

Networking Break

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Showing of Streams
6:00pm - 7:30pm
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Tuesday Night Celebration

Join fellow Inside ETFs delegates at our Tuesday night networking reception for one last evening in the lovely Florida weather. Make new connections and continue conversations.

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6:30am - 8:00am 90 mins
Info
2nd Annual Inside ETFs Fun-Run

It’s never too early to get in shape for a good cause! Join us for the 2nd annual Inside ETFs Fun Run, proudly brought to you by John Hancock. All proceeds from this event will benefit the lifesaving work of Save the Children, an international children's relief organization determined to ensure every child around the world has a healthy start, a safe environment and the opportunity to learn.

Special guest: Meb Keflezighi, Olympic Medalist, winner of Boston & New York City marathons and recipient of the Jesse Owens Award

Register Here! 

8:00am - 8:50am 50 mins
Info
Breakfast Workshop 1 - Location: Atlantic 1
Breakfast Workshop: J.P. Morgan Presents: An exclusive live recording of “In the Know” – What you need to know about ETFs in 2019
  • Moderator Tom Lydon - CEO, ETF Trends
  • Panelist Samantha Azzarello - Executive Director, J.P. Morgan Asset Management
  • Panelist Yasmin Dahya - Executive Director, Head of Americas Investment Specialist Team, Beta Strategies Group, J.P. Morgan Asset Management
  • Panelist Douglas Yones - Head of Exchange Traded Products, New York Stock Exchange

The investment landscape is evolving rapidly. Each quarter, ETF Trends, J.P. Morgan Asset Management and NYSE have partnered to bring you the current thinking on ETFs with the “In the Know” quarterly series. Join us for an exclusive live recording and Q&A session with the experts.

8:00am - 8:50am 50 mins
Info
Breakfast Workshop 2 - Location: Regency 1
Breakfast Workshop: FTSE Russell Presents: Everything Indexing: Roundtable Discussions

FTSE Russell’s breakfast session will host a series of roundtables featuring  subject matter experts from a variety of ETF issuers, allowing for an insightful and engaging discussion on a range of topics, building a comprehensive overview of everything indexing has to offer.

9:00am - 9:40am 40 mins
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Main Session
Narrative Economics, Volatility & More: A Discussion with Prof. Robert Shiller & DoubleLine Capital’s Jeffrey Sherman
  • Presenter Robert Shiller - American Economist, best-selling author & Sterling Professor of Economics, Professor of Finance, & Fellow at the International Center for Finance, Yale University
  • Presenter Jeffrey Sherman - Deputy CIO, DoubleLine Capital

Overheated? Overbought? Or just rolling along? Will rising rates pop the market bubble? Or will the long-term bull market ride the back of tax cuts and deregulation into the sunset? Hear from two of the world’s best minds and get the inside scoop on how markets will really react to different events in the coming year.

9:40am - 10:00am 20 mins
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Main Session
10 Questions in 20 minutes: Risks & Rewards - A Global Approach
  • Moderator Dave Nadig - Managing Director, ETF.com
  • Presenter Kristina Hooper - Chief Global Market Strategist, Invesco

The return of volatility sent markets spinning, panicked Main Street and set the 24-hour news cycle abuzz. Is this the end of the bull market? Join Dave Nadig as he sits down with Invesco’s chief global market strategist to get you the answers you need.

10:00am - 10:50am 50 mins
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Main Session
Figuring Out Factors: Strategies for Implementation
  • Moderator Mark Carver - Executive Director & Global Head of Factor Index Products, MSCI
  • Panelist Alessio de Longis - Co-head and Portfolio Manager, Global Multi-Asset Team, OppenheimerFunds
  • Panelist Vincent de Martel - Global Solutions Strategist, Invesco
  • Panelist Francis Kinniry - Global Head of Portfolio Construction, Investment Strategy Group, Vanguard
  • Panelist Theodore Lucas - Head of Investment Strategies & Solutions, Hartford Funds
  • Panelist Ed Rosenberg - SVP, Head of ETFs, American Century Investments

The Inside ETFs 2019 survey has spoken: With over 500 responses, our audience let us know they understand the theory behind factors and smart-beta investing, but just aren’t sure how to implement these strategies. We address this question head-on, and provide you, the advisor, with real-world solutions and actionable ideas.

10:50am - 11:20am 30 mins
Main Session
Networking Break
11:20am - 11:50am 30 mins
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Main Session
It’s All About the Experience: Insights From Joe Duran
  • Presenter Joe Duran - CEO & Founding Partner, United Capital

You’d be hard-pressed to find a firm with happier clients than United Capital. In this unique keynote, Joe Duran shows us it’s not about how much you do for your clients, but what you do and how you do it. Learn the keys to running a practice built on unmatched customer experience.

11:50am - 12:40pm 50 mins
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Main Session
Fixed Income ETFs: Analyzing the Growing Demand
  • Moderator Tom Lydon - CEO, ETF Trends
  • Panelist Michael Arone - Chief Investment Strategist, SPDR® Americas, State Street Global Advisors SPDR ETFs
  • Panelist William Housey - Sr. Portfolio Manager, First Trust Advisors L.P.
  • Panelist Jayni Kosoff - Managing Director, Head of Fixed Income ETF Strategy & Business Development, FTSE Russell
  • Panelist Jason Singer - Sr. Portfolio Manager & Head of Fixed Income ETFs, Goldman Sachs Asset Management
  • Panelist Gene Tannuzzo - Deputy Global Head of Fixed Income, Sr. Portfolio Manager, Columbia Threadneedle Investments

Rates will continue to rise. Just how far is anyone’s guess, but is that what really matters? In this hard-hitting panel, we’ll examine how to manage a bond portfolio in this increasingly challenging environment using fixed-income ETFs to add flexibility, boost income and stay liquid.

12:40pm - 1:50pm 70 mins
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Networking Lunch

You asked, we listened. Enjoy this time to network with your peers, catch up on emails or visit Inside ETFs partners in the exhibit hall to gain a fresh perspective on the future of investing.  

2:00pm - 2:50pm 50 mins
Info
Track A - Location: Regency 1
Active Fixed-Income ETFs: For Real?
  • Moderator Elisabeth Kashner - Director of ETF Research, FactSet
  • Panelist Jason Bloom - Director of Global Macro ETF Strategy, Invesco
  • Panelist Ryan Issakainen - Sr. VP, ETF Strategist, First Trust Advisors L.P.
  • Panelist Brian Kelleher - SVP, ETF Strategist, PIMCO
  • Panelist Matt Lewis - VP, Head of ETF Implementation & Capital Markets, American Century Investments

You wouldn’t loan your deadbeat uncle more money, yet that’s exactly what bond indexes do—they double down on the most indebted. But those days are over. Factor investing and active management have changed the way we think about bond ETFs. Hear how these new approaches offer new alternatives to debt investing.

2:00pm - 2:50pm 50 mins
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Track B - Location: Regency 2
The ETF Strategist Round Table - 10 Big Questions
  • Moderator Cinthia Murphy - Managing Editor, ETF.com
  • Panelist Kevin Blocker - Sr. Portfolio Manager, Horizon Investments
  • Panelist Will Geisdorf - ETF Strategist, Ned Davis Research
  • Panelist Henry Ma - President & CIO, Julex Capital Management, LLC
  • Panelist Dan Suzuki - Portfolio Strategist, Richard Bernstein Advisors LLC

Perhaps no group knows the benefits more than ETF strategists. As early adopters of ETFs, they have embraced disruption, remade their business and helped drive the industry forward. We gather the biggest ETF strategists we know to discuss the current state of asset management, what keeps them up at night, and how they’re prepping for the inevitable downturn.

2:00pm - 2:50pm 50 mins
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Track C - Location: Regency 3
DIY vs. Outsourcing: The Curious Case of Multifactor Strategies
  • Moderator Ben Johnson - Director of Global ETF Research, Morningstar
  • Panelist Cole Feinberg - VP - ETFs, Goldman Sachs Asset Management
  • Panelist Arne Noack - Director, Product Development U.S., DWS Distributors, Inc.
  • Panelist Gene Podkaminer - SVP, Head of Multi-Asset Research Strategies, Franklin Templeton Investments
  • Panelist Lukas Smart - Sr. Portfolio Manager & VP, Dimensional Fund Advisors

Factors are useful, but how you mix value, quality, momentum and other factors is the difference between success and expensive failure. Should you be cooking your own strategy? Or working with a multifactor product or next-gen tools to improve your odds? Hear stories from both sides of the debate.

2:00pm - 2:50pm 50 mins
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Track D - Location: Atlantic 3
The New Frontier of Alpha: Robotics, AI & Disruptive Tech Investing
  • Moderator Tom Psarofagis - ETF Analyst, Bloomberg Intelligence
  • Panelist Mike Akins - Founding Partner, ETF Action
  • Panelist Eric Biegeleisen - Managing Director, Research, 3EDGE Asset Management
  • panelist Adam Butler - CIO, ReSolve Asset Management
  • Panelist Jeremie Capron - Head of Research, ROBO Global

The world is taking note as robotics, automation and AI are redefining how we live, work and invest. With a future dominated by robots just a grasp away, join our experts as they grease the metal on investment opportunities within these emerging technologies. Find out why they’re so bullish in this space.

2:00pm - 2:50pm 50 mins
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Track E - Location: Atlantic 2
The Hedge Fund Approach: The Smart Money in ETFs
  • Moderator John Davi - Founder & CIO, Astoria Portfolio Advisors
  • Panelist Michael DePalma - CEO, Sr. Portfolio Manager, Phase Capital LP
  • Panelist Garth Friesen - CEO, III Capital Management
  • Panelist Kathryn Sweeney - Head of SPDR® Americas Institutional Sales, State Street Global Advisors SPDR ETFs

Everyone’s looking for an edge—the idea that will help boost returns. We’ve assembled three world-class hedge fund investors to discuss how they deploy ETFs to capture growth, express unique investment viewpoints, add a tactical tilt and still stay liquid.

2:00pm - 2:50pm 50 mins
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Peer To Peer Track - Location: Atlantic 1
Hiring & Firing Investment Managers: What Institutional Investors Look For
  • Moderator Thomas Porter - Head, CIPM Program, CFA Institute
  • Panelist Case Fell - CIO, NYSNA Pension Plan & Benefits Fund
  • Panelist Robert Hagstrom - Sr. Portfolio Manager, Equity Compass
  • Panelist Edward Landsman - Sr. Investment Consultant, Portfolio Evaluations, Inc.
  • Panelist Jim Ulseth - Deputy CIO, WE Family Offices

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 and 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 - 3:20pm 30 mins
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Track A - Location: Regency 1
ETF Spotlight Talk: Not your Advisor’s Style Investing
  • Presenter Aye Soe - Managing Director, Global Research & Design, S&P Dow Jones Indices

Clearly, the traditional style approach is not as focused or precise as pure style indices for tactical and dynamic style tilts. The pure style indices select only the strongest growth and value stocks, excluding those in the middle with weak scores, and reweight the pure style stocks based on the strength of their style score.

2:50pm - 3:20pm 30 mins
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Track B - Location: Regency 2
ETF Spotlight Talk: Replicating Active Strategies Using ETFs
  • Presenter Rolf Agather - Managing Director of North America Research, FTSE Russell

A hotly debated topic, factor investing has increasingly been praised as capable of replicating outperformance typically associated with active management. Join Rolf Agather, research managing director at FTSE Russell, as he explores this topic and provides insights on how you may be able to use indexes and the ETFs based on them to replicate active strategies.

2:50pm - 3:20pm 30 mins
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Track C - Location: Regency 3
ETF Spotlight Talk: Relative Value Strategies to Express Your Conviction
  • Presenter Robert Nestor - President, Direxion

The financial news is virtually daily consumed with a discussion of the relative value of one asset class compared to another; growth vs. value, emerging markets vs. developed market, etc. Today’s savviest investors are developing strategies that express their views and conviction on these macro-themed market opportunities, and it’s setting them apart from the pack. Join Direxion’s Rob Nestor as he explores new and innovative ways to gain access to these institutional-style relative value strategies in accessible, cost-effective ways.

2:50pm - 3:20pm 30 mins
Track D - Location: Atlantic 3
ETF Spotlight Talk: "ESG Gets Mainstream"
  • Presenter Inderpal Gujral - Head of Product, Managing Director, STOXX
2:50pm - 3:20pm 30 mins
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Track E - Location: Atlantic 2
ETF Spotlight Talk: Fearing the Next Recession? Investing at the Front End of the Bond Market
  • Presenter Jerome Schneider - Managing Director, Head of Short-Term Portfolio Management, PIMCO

Risk is rising late in the cycle. How should investors respond? We’ll discuss how active short-duration ETFs can help investors de-risk, while tapping into potentially higher-yielding opportunities at the front end of the curve during this late-cycle phase.

2:50pm - 3:20pm 30 mins
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Peer To Peer Track - Location: Atlantic 1
No Pain, No Premium
  • Presenter Corey Hoffstein - CIO, Newfound Research

In this closing peer-to-peer talk, we focus on reframing investors’ portfolios, not as a collection of asset classes, but as a collection of risk. Join Corey as he discusses why he believes diversification is not a panacea, why excess returns require suffering through pain, why almost every investor’s problem is one of failing fast versus failing slow, and how investments can be reclassified through the lens of risk to help investors better achieve their desired goals.

3:20pm - 3:50pm 30 mins
Networking Break
3:50pm - 4:20pm 30 mins
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Main Session
Best New ETF 2018: A Battle of the ETF Pundits
  • Referee John Swolfs - CEO, Inside ETFs
  • Contestant Eric Balchunas - ETF Analyst, Bloomberg Intelligence
  • Contestant Matt Hougan - Chairman, Inside ETFs
  • Contestant Ben Johnson - Director of Global ETF Research, Morningstar
  • Contestant Elisabeth Kashner - Director of ETF Research, FactSet
  • Contestant Tom Lydon - CEO, ETF Trends
  • Contestant Dave Nadig - Managing Director, ETF.com
  • Contestant Todd Rosenbluth - Sr. Director, ETF & Mutual Fund Research, CFRA

Now in its fourth year, this Inside ETFs tradition pits the world’s leading ETF pundits against each other with their best ETF choices. It’s sure to provide you with a few laughs, raise more questions than answers, and ultimately leave you with a better understanding of the best ETFs that launched in 2018.

4:20pm - 5:10pm 50 mins
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Main Session
ESG Investing: Planet, Purpose, Performance
  • Panelist Linda-Eling Lee - Managing Director & Global Head of ESG Research, MSCI
  • Moderator Deborah Fuhr - Managing Partner, Founder, ETFGI
  • Panelist Fiona Bassett - Global Co-Head Product & Global Co-Head Passive, DWS
  • Panelist Vince Birley - CEO, Vident Financial
  • Panelist Jordan Farris - Managing Director, Head of ETF Product Development, Nuveen

The world around us is changing, technology is changing, how we invest is changing … so why aren’t we? ETFs that capture ESG principles can help investors manage downside risks and enhance returns. Find out how ethically conscious investing can generate meaningful returns for your portfolio while making a positive impact on the world.

5:10pm - 5:30pm 20 mins
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Main Session
The Agg Has Changed; Portfolios Need Better Bubble Wrap
  • Presenter Benjamin Christensen - Executive Director, Global Fixed Income, Currency & Commodities Group, J.P. Morgan Asset Management

Investors look to core bond holdings for portfolio balance. Since the financial crisis, the Agg has quietly morphed, leading to a different exposure profile than many investors expect. As markets evolve, how can investors make better choices for their desired outcome?

5:30pm - 6:00pm 30 mins
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Main Session
The Unmistakable Power of Leadership
  • Presenter Joe Montana, aka "The Comeback Kid"
  • Moderator John Swolfs - CEO, Inside ETFs

In what has become one of the most highly anticipated sessions of the Inside ETFs conference, we scoured the globe to find the best and the brightest minds from outside the industry to help you be a better advisor.

6:00pm - 7:30pm 90 mins
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Tuesday Night Celebration

Join fellow Inside ETFs delegates at our Tuesday night networking reception for one last evening in the lovely Florida weather. Make new connections and continue conversations.