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Informa
9:00am - 9:10am 10 mins
Opening Remarks
9:10am - 9:40am 30 mins
Info
Can you time factors? The debate
  • Moderator John Swolfs - CEO, Inside ETFs
  • Panelist Mark Yusko - CEO & CIO, Morgan Creek Capital Management
  • Panelists John Davi - Founder & Chief Investment Officer, Astoria Portfolio Advisors

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?

9:40am - 10:30am 50 mins
Info
Factor fixes: using smart beta ETFs to solve specific client problems
  • Moderator Drew Voros - Editor-in-Chief, ETF.com
  • Panelist Tim Baker - Director of Product Strategy, Symmetry Partners
  • Panelist Salvatore Bruno - Chief Investment Officer, IndexIQ
  • Panelist Nicholas Chan - Portfolio Manager - Quantitative Investment Strategies, Goldman Sachs
  • Panelist Josh Rogers - Vice President, Beta Specialist, J.P. Morgan Asset Management

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

10:30am - 11:00am 30 mins
Info
Morning Keynote: The Democratization of Hedge Funds
  • Presenter Yasmin Dahya - Executive Director, Head of Americas Beta Specialist Team, J.P. Morgan Asset Management

A quiet revolution is taking place in the alternatives world. The separation between alpha and beta has finally made its way from traditional to alternative investing allowing the masses to access hedge fund strategies. In this keynote address we explore how these strategies work and how to best deploy them in client portfolios.

11:00am - 11:30am 30 mins
Networking Break
11:30am - 12:20pm 50 mins
Info
Sharpe as a knife: single vs. multifactor strategies & the quest for high returns
  • Moderator Michael McNiven - Managing Director & Portfolio Manager, Cumberland Advisors
  • Panelist Mo Haghbin - SVP, Head of Product, Beta Solutions, OppenheimerFunds, Inc.
  • Panelist Lukas Smart - VP & Senior Portfolio Manager, Dimensional Fund Advisors
  • Panelist Ben Lavine - CIO, 3D ASSET MANAGEMENT

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.

12:20pm - 12:50pm 30 mins
Info
Hidden gems: 8 active & factor ETFs uncovered
  • Presenter Taylor Ames - Vice President, Product Strategies, ALPS Distributors, Inc.
  • Presenter Kevin Davis - Chief Growth Officer, Vident Financial
  • Presenter Brinton Frith - Managing Director, Virtus ETF Solutions
  • Presenter Brian Giere - Director – Sales & Marketing, Amplify ETFs
  • Presenter Dodd Kittsley - Director, Davis Advisors
  • Presenter Alex Pire' - Head of Institutional Portfolio Management, Seeyond
  • Presenter Timothy Rooney - Vice President of Product Development and Acquisitions, Nationwide
  • Presenter Joel Shulman - Founder & Managing Director, EntrepreneurShares

Taking a page from the Inside ETFs agenda, we revive our Hidden Gems series. This session will feature innovative ETFs that are truly making a difference in client portfolios. Hear eight great ideas in under 30 minutes to help boost client portfolios.

12:50pm - 1:40pm 50 mins
Networking Lunch
1:40pm - 2:10pm 30 mins
Info
Stress testing smart beta strategies: will the future resemble the past?
  • Presenter Sebastian Ceria - CEO & Founder, Axioma

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.

2:10pm - 3:00pm 50 mins
Info
Downside protection: using factors to survive a bear market
  • Moderator Rochelle Antoniewicz - Senior Director of Industry & Financial Analysis, Investment Company Institute
  • Panelist Blake Graves - Director of ETF Portfolio Management, Milliman Financial Risk Management LLC
  • Panelist Brian Hunter - Managing Director, Strategic Capital Allocation Group, LLC
  • Panelist Nick Kalivas - Senior Equity Product Strategist, Invesco ETFs

Factors work in many different ways, providing investors with tons of tools and options to better manage a portfolio. Perhaps there’s 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.

3:00pm - 3:20pm 20 mins
Info
10 questions in 20 minutes: 10 things you need to know about smart beta but don’t
  • Moderator John Swolfs - CEO, Inside ETFs
  • Panelist Doug Grim - Senior Investment Strategist, Vanguard Investment Strategy Group

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.

3:20pm - 3:50pm 30 mins
Networking Break
3:50pm - 4:10pm 20 mins
Info
One-on-one with a smart beta skeptic
  • Moderator Dave Nadig - Managing Director, ETF.com
  • Panelist Barry Ritholtz - Chairman & Chief Investment Officer, Ritholtz Wealth Management

ETF.com CEO Dave Nadig 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.

4:10pm - 4:50pm 40 mins
Info
Buy High & Sell Low With Index Funds
  • Presenter Rob Arnott - Founder & Chairman, Research Affiliates

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.

4:50pm - 5:40pm 50 mins
Info
Stump the chumps: the world’s greatest ETF analysts answer your questions
  • Moderator Drew Voros - Editor-in-Chief, ETF.com
  • Panelist Eric Balchunas - ETF Analyst, Bloomberg Intelligence
  • Panelist Ben Johnson - Director of Global ETF & Passive Strategies, Morningstar
  • Panelist Dave Nadig - Managing Director, ETF.com
  • Panelist Todd Rosenbluth - Senior Director of ETF & Mutual Fund Research, CFRA

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

5:40pm - 7:10pm 90 mins
Info
Evening in Bryant Park: welcome cocktail reception

Relax and unwind in one of New York’s greatest cocktail bars: the beautiful Bryant Park Grill. Enjoy the evening in the warm summer air as you sip cocktails on the veranda, connect with peers and indulge in exquisite hor d'oeuvres, all as the sun sets.