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Jun 03
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8:00am - 8:50am 50 mins
Breakfast briefing
A User’s Guide to Smart Beta: What You Need to Know

The theory of smart beta, or factor investing, is now widely accepted, but how to best use these innovative approaches remains under debate. In this 50-minute breakfast briefing, we’ll tackle how to best deploy factors to improve risk-adjusted returns and build better investment outcomes.

Topics to be covered include:

  • Using factors to enhance returns
  • How to incorporate smart-beta products into portfolios
  • Understanding factors and your time horizon
9:00am - 9:10am 10 mins
Opening Remarks
  • Presenter John Swolfs - CEO, Inside ETFs
9:10am - 9:50am 40 mins
Factors vs. Cap-Weighted Strategies: The Debate
  • Panelist Mark Armbruster - President, Armbruster Capital Management
  • Panelist Feifei Li - Head, Investment Strategy, Reseach Affiliates

Given the market cycle and the Q4 spike in volatility, how to best position portfolios is a challenging question. In this fast-moving session, we’ll review the best approaches to today’s market, what strategies investors can use to invest effectively, and finally put the debate between cap-weighted and smart beta to rest.

9:50am - 10:20am 30 mins
Morning Keynote: Weathering the Storm

As we drift into stormier financial markets, Inside Smart Beta invites an industry leader to share their views on factor approaches, why they turned to ETFs, and what they’re communicating to clients to help them weather the storm.

10:20am - 11:10am 50 mins
Multifactor ETFs Explored
  • Panelist Ben Johnson - Director of Global ETF and Passive Strategies Research , Morningstar
  • Panelist Sam Kirkland - Research Director, Global Manager Research, Wells Fargo Investment Institute

Last year proved that you’re better off diversifying your factors, but with pros and cons to a multifactor approach, we’ll help you understand the important nuances between top-down vs. bottom-up approaches, why it matters and what you need to understand to avoid costly mistakes.

11:10am - 11:40am 30 mins
Networking Break
11:40am - 12:30pm 50 mins
Main Stage
Fixed-Income Smart Beta: The Arrival of Factor-Focused Fixed Income

Smart-beta strategies rose to popularity on the back of equity strategies, but could these same approaches finally solve the fixed-income dilemma? We take a closer look at how these products are constructed, what they’re designed to do, and how to best use them in conjunction with a more traditional debt-weighted approach.

12:30pm - 12:50pm 20 mins
Main Stage
The Good, the Bad & the Ugly: What Makes For Good Active Management

We’ve all heard that active ETFs are the next big thing, yet product launches have been slow to gather assets. In this punchy 10 questions in 20 minutes session, we put active ETFs under the microscope to help attendees better understand this nuanced product set.

12:50pm - 1:50pm 60 mins
Main Stage
Networking Lunch
1:50pm - 2:40pm 50 mins
Main Stage
Smart-Beta ESG: The Next Big Thing in Asset Management?
  • Moderator Graham Sinclair - Independent Consultant, SinCo
  • Panelists Ivka Kalus - Managing Director & CIO, Promethos Capital

With global assets under management in smart-beta strategies at $1 trillion, and investors piling assets into environmental, social and governance strategies, this might be the hottest trend in investment management. We look at how investment strategies provide simultaneous exposure to risk premia and ESG criteria. We also look at the next big thing: possible ESG integration in smart beta, and if investors should think about implementing ESG into their smart-beta portfolios.

2:40pm - 3:00pm 20 mins
Main Stage
Single-Factor DIY: The Dos & Don’ts of Building Your Own Asset Allocation

In this unique session, we drill down into the details around what single factors are, how to combine them to build strong portfolios and what mistakes people make. Become a factor portfolio expert!

3:00pm - 3:30pm 30 mins
Main Stage
Networking Break
3:30pm - 4:10pm 40 mins
Main Stage
Practitioner Panel: How Institutions & Retail Investors Are Using Smart Beta
  • Panelist John Davi - Founder & Chief Investment Officer, Astoria Portfolio Advisors
  • Panelist Lance Humphery - Portfolio Manager, Global Multi-Asset Solutions, USAA Asset Management Company
  • Panelist Brian Katz - Chief Investment Officer, The Colony Group
  • Panelist Dave Underwood - (Former) Assistant Chief Investment Officer, Arizona State Retirement System

Institutional and retail have always been seen as two discrete investors. This session’s panelists will discuss how they’re using smart beta, current and possible smart-beta allocations, differences in methodology and expected holding periods.

4:10pm - 5:00pm 50 mins
Main Stage
Market Outlook: Bull or Bear?
  • Panelist Michelle Knight - Chief Economist & CIO, Ropes Wealth Advisors
  • Panelist Robert Lutts - President & CIO, Cabot Wealth Management
  • Panelist Jurrien Timmer - Director of Global Macro, Fidelity Investments
  • Panelist Shannon Saccocia - CIO & Managing Director, Boston Private Wealth

Big-money investors foresee the end of the bull market in 2019. With the biggest threats coming from geopolitical tensions and rising interest rates, we’ll look at how the return of volatility is changing investor behavior.

5:00pm - 6:30pm 90 mins
Main Stage
Welcome evening reception

Wind down the day and network with your peers and key industry players at our relaxed and informal networking reception.