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Informa
9:00am - 9:10am 10 mins
Opening Remarks
  • Presenter John Swolfs - CEO, Inside ETFs
9:10am - 9:50am 40 mins
Info
Main Stage
Factors: The Future of Investing
  • Presenter Andrew Ang - Managing Director & Head of Factor Investing, BlackRock

Factors have the transformative ability to change the way we efficiently invest, deliberately manage risk and holistically build portfolios. But for some, it’s still a new or unfamiliar concept. Dr. Andrew Ang, talks about the path to democratizing access to factor investing through innovation in technology, product access and implementation approaches.

9:50am - 10:10am 20 mins
Info
Main Stage
10 ‘Smart’ Ideas in 20 Minutes
  • Presenter Dave Nadig - Managing Director, ETF.com

Whether it's smart, strategic or alternative beta, or just plain old active management, the ETF industry is pushing hard for strategies that go beyond the boring. In this provocative, light-speed presentation, ETF.com Managing Director Dave Nadig will bust some myths, highlight opportunities and present some surprising analysis of the new-wave ETF business.

10:10am - 10:40am 30 mins
Info
Main Stage
Timing Factors: Can It Work?
  • Moderator John Swolfs - CEO, Inside ETFs
  • Panelist Dave Haviland - Managing Partner & Portfolio Manager, Beaumont Capital Management (BCM)
  • Panelist Scott Ladner - CIO, Horizon Investments
  • Panelist Todd Rosenbluth - Senior Director of ETF & Mutual Fund Research, CFRA

Is timing factors even possible? We discuss whether you can combine factors and introduce a timing element as well as weigh up using factor tilts vs. factor timing. Learn more about valuations, strengths and dispersion.

10:40am - 11:00am 20 mins
Main Stage
Networking Break
11:00am - 11:30am 30 mins
Info
Main Stage
Putting Theory Into Practice: Talking to Your Clients About Factors
  • Moderator Tom Lydon - Co-CEO, ETFTrends.com & ETFdb.com
  • Panelist Tim Baker - Founder & CEO, Metric Financial
  • Panelist Joe Smith - Deputy Chief Investment Officer, CLS Investments

Join leading smart beta and factor investors as they share real-life insights on how advisors are discussing factor ETFs with clients to meet personal and financial goals by solving a wide range of issues, from sourcing income to reducing volatility.

11:30am - 12:00pm 30 mins
Info
Main Stage
Performance Drivers of Factor ETFs: Do You Know What’s Powering Your Returns?
  • Presenter Rob Koyfman - CEO, Koyfin

Growth and low vol have been the best-performing factors over the past year, while value has underperformed for the past decade. Why? In this hands-on workshop, we explore the macro drivers of factors, analyze their valuations, and drill down to a company level to see what's actually happening. Learn how new cutting-edge tools can make it easier for you to analyze these trends and lead to better portfolio construction.

12:00pm - 12:40pm 40 mins
Info
Main Stage
Active 2020: Strategies to Generate Alpha
  • Moderator John Swolfs - CEO, Inside ETFs
  • Panelist Janet Johnston - Portfolio Manager, TrimTabs Asset Management
  • Panelist Henry Ma - President & CIO, Julex Capital Management
  • Panelist Jay Pelosky - CIO & Co-Founder, TPW Investment Management

The drumbeat for active ETFs continues to grow louder. With passive benchmarks jammed with BBB bonds, and the FAANGs making up the lion’s share of just about all equity benchmarks, is now the time for active managers to jump in and identify new opportunities for alpha? We look at the current market environment, why it makes sense for active investments and how to best deploy them in any portfolio.

12:40pm - 12:50pm 10 mins
Conference Concludes