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Key Sessions

Barry Ritholtz

One-on-One With a Smart-Beta Skeptic

Ritholtz Wealth Management

Rob Arnott

The Behavior of Factors in the Real World

Research Affiliates

Jun 06
Show Filter
09:00 - 09:10 10 mins
Opening Remarks
09:10 - 09:40 30 mins
Can You Time Factors? The Debate
more

Timing is everything. Unfortunately, most investors get this wrong—selling at the lows and buying at the highs. Smart beta was sold as a cure for market timing, yet research has shown the most effective approach to using factors is to rotate between them. Inside ETFs invites two leading investors to debate the best approach to using factors and finally answer the question, can you time factors?

09:40 - 10:30 50 mins
Factor Fixes: Using Smart-Beta ETFs to Solve Specific Client Problems
more

ETF rose to popularity in part because they helped advisors solve client problems. As ETFs evolved, so have the solutions. Join leading smart-beta and factors investors as they share real-life insight on how advisors are using factor ETFs to solve a wide range of issues from sourcing income to reducing volatility

10:30 - 11:00 30 mins
Morning Keynote
11:00 - 11:30 30 mins
Networking Break
11:30 - 12:20 50 mins
Sharpe as a Knife: Single- Vs. Multifactor Strategies & the Quest for High Returns
more

Any advisor who tells you returns don’t matter is not a real advisor. With markets reaching new highs, clients are looking for alpha. But what factors will drive returns, and how do you best get exposure to them? Our all-star panel looks to answer those questions while sharing ideas and real-world examples.

12:20 - 12:40 20 mins
Diamonds in the Rough: The 5 Best Factor ETFs on the Market Today
more

Taking a page from the Inside ETFs agenda, we introduce the Diamonds in the Rough series. This session will feature innovative ETFs that are truly making a difference in client portfolios. Hear five great ideas in under 20 minutes to help boost client portfolios.

12:40 - 13:40 60 mins
Networking Lunch
13:40 - 14:00 20 mins
Keynote Talk by Sebastian Ceria
more

Research giant and the brains behind the rise of financial technology Sebastian Ceria was named to the Institutional Investor Tech 40 in 2016 and 2017. His research combines simulation with factor approaches, helping more than 200 asset managers, hedge funds and pension plans across the globe use factors properly. Hear what he can do for your clients’ portfolios.

14:00 - 14:50 50 mins
Downside Protection - Using Factors to Survive a Bear Market
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Factors work in many different ways, providing investors with tons of tools and options to better manage a portfolio. Perhaps there is no more important role for an advisor then protecting clients during a downturn. Learn which factors can provide a hedge, and how to best deploy them before it’s too late.

14:50 - 15:10 20 mins
10 Questions in 20 Minutes: 10 Things You Need to Know About Smart Beta But Don’t
more

It feels like smart beta has been around forever, but the reality is these approaches are relatively new to the market and not fully understood by all. In this session, we highlight 10 things you need to know to be smart on smart beta.

15:10 - 15:40 30 mins
Networking Break
15:40 - 16:00 20 mins
One-on-One With a Smart-Beta Skeptic
  • Panelist Barry Ritholtz - Chairman & Chief Investment Officer, Ritholtz Wealth Management
more

Inside ETFs CEO sits down with Barry Ritholtz, CIO of Ritholtz Wealth Management, the fourth-fastest-growing asset management firm in the U.S., to find out why he’s a skeptic of smart beta and has not poured client assets into these strategies.

16:00 - 16:40 40 mins
The Behavior of Factors in the Real World
  • Presenter Rob Arnott - Founder & Chairman, Research Affiliates
more

Research Affiliates founder Rob Arnott changed the game, creating the hottest investment trend. In this keynote, he takes on relative value and its impact on future returns, and highlights why backtesting is a poor substitute for real-world experiences.

16:40 - 17:30 50 mins
Stump the Chumps: The World’s Greatest ETF Analysts Answer Your Questions
more

In this unique session, Inside ETFs invites our favorite industry analysts to join us for a no-holes-barred debate on the best smart-beta/factor ETFs on the market, and then answer your questions about the biggest issues facing these ETFs.

17:30 - 19:00 90 mins
Cocktail Reception