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Key Sessions

Robert Shiller

The Bubble Discussion: Prof. Robert Shiller & DoubleLine Capital’s Jeffrey Sherman

Yale University

Joe Duran

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

United Capital

6:30am - 8:00am 90 mins
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.

Sponsored by John Hancock & Save the Children

8:00am - 8:50am 50 mins
Breakfast Workshop 1
Breakfast Workshop: J.P. Morgan Presents: A Convergence of Unfortunate Events – Are You Prepared?

The S&P 500 is in the ninth year of a bull market. The long bond bull market has come to an end. The Federal Reserve will continue to raise rates—creating a challenging environment for fixed-income investors and potentially higher equity volatility. The next bear market and likeliness of a recession are growing as the expansion ages. How should investors prepare for this convergence of unfortunate events?

  • Moderator Yasmin Dahya - Executive Director, Head of Americas Investment Specialist Team, Beta Strategies Group, J.P. Morgan Asset Management
  • Panelist Samantha Azzarello - VP, Global Market Strategist, J.P. Morgan Funds
  • Panelist James McNerny - Managing Director, Portfolio Manager, J.P. Morgan Asset Management
8:00am - 9:00am 60 mins
Breakfast Workshop 2
Breakfast Workshop: FTSE Russell Presents ‘Everything Indexing: Roundtable Discussions’

FTSE Russell’s breakfast session will host a series of roundtables featuring a subject matter expert 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.

9:10am - 9:50am 40 mins
Main Session
The Bubble Discussion: Prof. Robert Shiller & DoubleLine Capital’s Jeffrey Sherman

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.

  • Presenter Robert Shiller - American economist, best-selling author and Sterling Professor of Economics, Professor of Finance, and Fellow at the International Center for Finance, Yale University
  • Presenter Jeffrey Sherman - Deputy Chief Investment Officer, DoubleLine Capital
9:50am - 10:20am 30 mins
Main Session
Best New ETF 2018: A Battle of the ETF Pundits

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.

  • 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 & Passive Strategies, Morningstar
  • Contestant Elisabeth Kashner - Director of ETF Research, FactSet
  • Contestant Tom Lydon - Editor & Publisher, ETF Trends
  • Contestant Dave Nadig - Managing Director, ETF.com
  • Contestant Todd Rosenbluth - Senior Director, ETF & Mutual Fund Research, CFRA
10:20am - 11:10am 50 mins
Main Session
Figuring Out Factors: Strategies for Implementation

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.

  • Moderator Mark Carver - Executive Director & Global Head of Factor Index Products, MSCI
  • Panelist Mo Haghbin - SVP, Head of Product, Beta Solutions, OppenheimerFunds
  • Panelist Francis Kinniry - Global Head of Portfolio Construction, Investment Strategy Group, Vanguard
  • Panelist Theodore Lucas - Head of Investment Strategies and Solutions, Hartford Funds
  • Panelist Duy Nguyen - CIO & Portfolio Manager, Invesco Global Solutions Development & Implementation team, Invesco
  • Panelist Ed Rosenberg - SVP, Head of ETFS, American Century Investments
11:10am - 11:40am 30 mins
Main Session
Networking Break
11:40am - 12:10pm 30 mins
Main Session
It’s All About the Experience: Insights From Joe Duran

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.

  • Presenter Joe Duran - CEO & Founding Partner, United Capital
12:10pm - 1:00pm 50 mins
Main Session
Fixed Income ETFs: Analyzing the Growing Demand

Rates will continue to rise. Just how far is anyone’s guess, but is that what really matters? In this hard-hitting panel, we tackle the questions of how high will rates go, and how to manage a bond portfolio using fixed-income ETFs to add flexibility, boost income and stay liquid.

  • Moderator Tom Lydon - Editor & Publisher, ETF Trends
  • Panelist Michael Arone - Chief Investment Strategist, SPDR® Americas, State Street Global Advisors
  • Panelist William Housey - Sr. Portfolio Manager, First Trust Advisors L.P.
  • Panelist Jayni Kosoff - Managing Director & Head of Fixed Income ETF Sales, FTSE Russell
  • Panelist Jason Singer - Head of Fixed Income ETFs, Goldman Sachs Asset Management
  • Panelist Gene Tannuzzo - Deputy Global Head of Fixed Income, Columbia Threadneedle Investments
1:00pm - 2:00pm 60 mins
Networking Lunch: Inside the Mind of Disruption

The terms “innovative” and “disruptive” have become commonplace, with every new startup claiming they’re 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.  

2:10pm - 3:00pm 50 mins
Track A - Location: Regency 1
Active Fixed-Income ETFs: For Real?

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.

  • 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 Matt Lewis - VP, Head of ETF Implementation & Capital Markets, American Century Investments
  • Panelist Don Suskind - EVP, ETF Strategist, PIMCO
2:10pm - 3:00pm 50 mins
Track B - Location: Regency 2
The ETF Strategist Round Table - 10 Big Questions

Perhaps no group know the benefits more than the ETF strategist. As early adopters of ETFs, they have embraced disruption, remade their business and helped drive the industry forward. We gather the biggest ETF strategist 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.

  • Moderator Cinthia Murphy - Managing Editor, ETF.com
  • Panelist Henry Ma - President & CIO, Julex Capital Management, LLC
  • Panelist Dan Suzuki - Portfolio Strategist, Richard Bernstein Advisors LLC
2:10pm - 3:00pm 50 mins
Track C - Location: Regency 3
DIY vs. Outsourcing: The Curious Case of Multifactor Strategies

Factors are cool, 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.

  • Moderator Lara Crigger - Sr. Staff Writter, ETF.com
  • Panelist Cole Feinberg - VP - ETFs, Goldman Sachs Asset Management
  • Panelist Arne Noack - Exchange Traded Product Development for the U.S., DWS Distributors, Inc.
  • Panelist Gene Podkaminer - SVP, Head of Multi-Asset Research Strategies, Franklin Templeton Multi-Asset Solutions, Franklin Templeton Advisers
  • Panelist Lukas Smart - Senior Portfolio Manager & VP, Dimensional Fund Advisors
2:10pm - 3:00pm 50 mins
Track D - Location: Atlantic 3
The New Frontier of Alpha: Robotics, AI & Disruptive Tech Investing

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

  • Moderator Tom Psarofagis - ETF Analyst, Bloomberg Intelligence
  • Panelist Jeremie Capron - Head of Research, ROBO Global
  • Panelist Stephen Cucchiaro - President & CIO, 3EDGE Asset Management
2:10pm - 3:00pm 50 mins
Track E - Location: Atlantic 1
The Hedge Fund Approach: The Smart Money in 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.

  • 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
2:10pm - 3:00pm 50 mins
Peer To Peer Track - Location: Atlantic 2
How to Monetize & Protect Your Social Media Profile

A Twitter account doesn’t make you a social media rock star.  Managing a social media platform is real work, but work that can pay off. Join our panel of financial bloggers as they share their success stories, provide you with tips on how to get started and how to protect your reputation.

  • Moderator Deborah Fuhr - Managing Partner, ETFGI
  • Panelist Phil Huber - CIO, Huber Financial Advisors
  • Panelist Peter Lazroff - Co-CIO, Plancorp
3:00pm - 3:30pm 30 mins
Track A - Location: Regency 1
ETF Spotlight Talk: Not your Advisor’s Style Investing

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.

  • Presenter Aye Soe - Managing Director, Global Research & Design, S&P Dow Jones Indices
3:00pm - 3:30pm 30 mins
Track B - Location: Regency 2
ETF Spotlight Talk: Replicating Active Strategies Using ETFs

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.

  • Presenter Rolf Agather - Managing Director of North America Research, FTSE Russell
3:00pm - 3:30pm 30 mins
Track C - Location: Regency 3
ETF Spotlight Talk: Relative Value Strategies to Express Your Conviction

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.

  • Presenter Robert Nestor - President, Direxion
3:00pm - 3:30pm 30 mins
Track D - Location: Atlantic 3
ETF Spotlight Talk: ESG Gets Mainstream
  • Presenter Roberto Lazzarotto - Global Head of Sales, STOXX Ltd.
3:00pm - 3:30pm 30 mins
Track E - Location: Atlantic 1
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
3:00pm - 3:30pm 30 mins
Peer To Peer Track - Location: Atlantic 2
No Pain, No Premium

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.

  • Presenter Corey Hoffstein - CIO, Newfound Research
3:30pm - 4:00pm 30 mins
Networking Break
4:00pm - 4:20pm 20 mins
Main Session
10 Questions in 20 minutes: One Issuers Approach to Dominating ETFs

Each year Inside ETFs chairman Matt Hougan sits down with an industry leader who is redefining the ETF landscape and pushing the industry forward. Join Matt  as he sits down with Dan Draper and asks the questions we all want to know the answers to.

  • Moderator Matt Hougan - Chairman, Inside ETFs
  • Presenter Dan Draper - Managing Director & Global Head of ETFs, Invesco
4:20pm - 5:10pm 50 mins
Main Session
ESG Investing: Planet, Purpose, Performance

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.

  • Panelist Fiona Bassett - Global Co-Head Product & Global Co-Head Passive, DWS
  • Panelist Jordan Farris - Managing Director, Head of ETF Product Development, Nuveen
  • Panelist Linda-Eling Lee - Managing Director & Global Head of ESG Research, MSCI
5:10pm - 5:30pm 20 mins
Main Session
The Agg Is Broken, And So Is Your Core Fixed Income Allocation

With interest rates on the rise, bond investors need to take a closer look at what comprises the core of their fixed-income portfolios. Since the financial crisis, the agg has quietly morphed, most likely resulting in a different experience than investors expected. As the rate environment evolves, what will these changes mean for the index and investors holding a passive agg strategy?

  • Presenter Benjamin Christensen - Executive Director, Global Fixed Income, Currency & Commodities Group, J.P. Morgan Asset Management
5:30pm - 6:10pm 40 mins
Main Session
The Unmistakable Power of Leadership

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.

6:10pm - 7:40pm 90 mins
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.

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.

Sponsored by John Hancock & Save the Children

More
Showing of Streams
Showing of Streams
1:00pm - 2:00pm
Info

Networking Lunch: Inside the Mind of Disruption

The terms “innovative” and “disruptive” have become commonplace, with every new startup claiming they’re 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.  

More
Showing of Streams
3:30pm - 4:00pm

Networking Break

More
Showing of Streams
6:10pm - 7:40pm
Info

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.

More