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Key Sessions

Joshua Brown

Big Ideas, New Solutions: Technology & the Future of Wealth Management

Ritholtz Wealth Management

Case Fell

Institutional Asset Owners & ETFs: Still in the Future?

NYSNA Pension Plan & Benefits Fund

Larry Swedroe

Closing Keynote: The Science of Investing – Creating Efficient Portfolios to Avoid Black Swans

Buckingham Strategic Wealth

Showing of Streams
Showing of Streams
9:00am - 9:30am 30 mins
Info
Inside ETFs' 'Big Ideas' Day
Big Ideas, New Solutions: Technology & the Future of Wealth Management
  • Presenter Joshua Brown - CEO, Ritholtz Wealth Management

Inside ETFs kicks off our 2nd annual "Big Ideas" day with a keynote designed to find new solutions in this ever-changing digital era. It’s a sink-or-swim world out there for advisors: Let us help you destroy the status quo and empower you with new solutions that just might change your entire view on the asset management industry.

9:30am - 10:00am 30 mins
Info
Inside ETFs' 'Big Ideas' Day
Big Ideas Talks: Fears & Fundamentals in Fixed-Income Markets
  • Presenter Mark Lindbloom - Portfolio Manager, Western Asset Management Company

With the U.S. Federal Reserve in the midst of a hiking cycle, and other central banks on its heels, many investors are worried about their fixed-income allocations. Western Asset Portfolio Manager Mark Lindbloom will dissect the current market fears, share where the firm finds value today, and discuss why active management should remain a priority in fixed-income portfolios.

10:00am - 10:30am 30 mins
Info
Inside ETFs' 'Big Ideas' Day
Big Ideas Talk: Hartford Funds in Partnership With MIT AgeLab Presents 8,000 Days of Retirement
  • Presenter John Diehl - SVP, Strategic Markets, Hartford Funds

“What will you do on day one of retirement?” Most clients have a clear image of day one. But few can imagine 8,000 days of golf, and even fewer know what they’ll be doing on any given day. Consider reframing the conversation to reflect a four-phased retirement concept. Each is characterized by the issues individuals are most likely to be managing. The four retirement phases enable a clear vision to plan and anticipate what’s likely to come.

10:30am - 10:50am 20 mins
Info
Inside ETFs' 'Big Ideas' Day
Big Ideas Talk: Lighting Up: The Cannabis Revolution
  • Presenter Tim Seymour - CIO, Seymour Asset Management

Cannabis ETFs have taken in the assets, putting up impressive returns, and it seems everyone’s hopping on the bandwagon. Coca-Cola even announced it was looking at cannabis-infused pop. But just about any industry expert you ask will say the cannabis revolution is only just beginning. Join Tim Seymour as he explains why the revolution is in its infancy, what the future holds and how to invest in this growing industry.

10:50am - 11:10am 20 mins
Inside ETFs' 'Big Ideas' Day
Networking Break
11:10am - 11:50am 40 mins
Info
Inside ETFs' 'Big Ideas' Day
Institutional Asset Owners & ETFs: Still in the Future?
  • Panelist Case Fell - CIO, NYSNA Pension Plan & Benefits Fund
  • Moderator Paul Kovarsky - Director, Institutional Relationships, CFA Institute
  • Panelist David Carter - CIO, Lenox Wealth Advisors
  • Panelist Joseph Janocko - Sr. Portfolio Strategist, Florida Blue

Originally designed for institutions, ETFs have yet to be embraced as tools for tactical investing in addition to long-term investment vehicles. Public pensions, private banks and multifamily offices face unique considerations when it comes to using ETFs across various asset classes. A panel of senior investment experts, moderated by the CFA Institute, will discuss their views on ETFs, indexing and systemic risk.

11:50am - 12:30pm 40 mins
Info
Inside ETFs' 'Big Ideas' Day
Closing Keynote: The Science of Investing – Creating Efficient Portfolios to Avoid Black Swans
  • Presenter Larry Swedroe - Director of Research, Buckingham Strategic Wealth

Investing has slowly evolved from an art form based on hunches and rumors into an ever-more sophisticated understanding of how companies, securities and markets work. In short, investing has stopped being an art form; it’s become science. Hear famed investor Larry Swedroe on why this is the right approach, and how it can help reduce the risk of a black swan in your clients’ portfolios.

12:30pm - 12:35pm 5 mins
Inside ETFs' 'Big Ideas' Day
Conference Concludes