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Jun 03
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8:00am - 9:00am 60 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 approached remains in 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 the portfolio
  • Understanding factors and your time horizon
9:00am - 9:10am 10 mins
Opening Remarks
9:10am - 9:50am 40 mins
Factors vs cap-weighted strategies: The debate
  • Panelist Mark Ambruster - 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 anyone's guess. 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 the turned to ETFs and what they are 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 multi-factor approach we’ll help you understand the important nuances between top down vs bottom up approaches, why it matters and why 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 approached finally solve the fixed income dilemma?  We take a closer look at how these products are constructed, what they are 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 and the ugly. What makes for good active management.

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

12:50pm - 2:00pm 70 mins
Main Stage
Networking Lunch
2:00pm - 2:40pm 40 mins
Main Stage
Smart Beta ESG: The next big thing in asset management?
  • Moderator Graham Sinclair - Independent Consultant, Sinco
  • Panelist Ivka Kalus-Bystricky - Senior Vice President, Boston Advisors

With global assets under management in smart beta strategies over USD 1tn and investors piling assets into environmental, social and governance strategies these might be the hottest trends in investment management. We look at how investment strategies that provide simultaneous exposure to risk premia and ESG criteria. We look at the next big thing; possible ESG integration in smart beta and if investors should think about implementing ESG into their Smart Beta portfolio.

2:40pm - 3:20pm 40 mins
Main Stage
Single factor DIY: building your own asset allocation. The dos and don’ts.

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!

3:20pm - 4:00pm 40 mins
Main Stage
Networking Break
4:00pm - 4:40pm 40 mins
Main Stage
Practitioner panel: how institutions and 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 investors. They’ll discuss how they’re each using smart beta, current and possible smart beta allocations, differences in methodology and expected holding periods etc.

4:40pm - 5:30pm 50 mins
Main Stage
Market outlook: Bull or bear?
  • Panelist Michelle Knight - Chief Investment Officer & Chief Economist, Ropes Wealth Advisors
  • Panelist Robert Lutts - President, Chief Investment Officer, Cabot Wealth Management, Inc.
  • Panelist Jurrien Timmer - Director of Global Macro, Fidelity Investments
  • Panelist Shannon Saccocia - Chief Investment Officer, Executive 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.

5:30pm - 7:00pm 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.