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Informa
Jun 04
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Showing of Streams
Showing of Streams
Showing of Streams
Showing of Streams
8:00am - 9:10am 70 mins
Breakfast briefing
Is your factor really delivering what you think it is?
9:10am - 9:40am 30 mins
Info
Main Stage
Factors: Insight from a factor guru
  • Andrew Ang - Managing Director, Head of Factor Investing Strategies, BlackRock

Gain insight from the factor guru, Dr. Andrew Ang, Head of BlackRock's Factor-Based Strategies Group as he shares unique insight into the world of factors and how investors are using factors in their portfolios.

9:40am - 10:00am 20 mins
Info
Main Stage
10 questions in 20 minutes: 10 things you need to know about smart beta but don’t

Smart beta has been around forever, hasn’t it? Yet, these approaches are talked about as if they 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 smarter on smart beta.

10:00am - 10:30am 30 mins
Info
Main Stage
Timing factors, can it work, why or why not?
  • 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 and as well as weighing up using factor tilts vs. factor timing. Learn more about valuations, strengths and dispersion.

10:30am - 11:00am 30 mins
Main Stage
Networking Break
11:00am - 11:30am 30 mins
Info
Main Stage
Putting theory into practice: Talking to your clients about factors
  • Panelist Julie Jason - Founder, Jackson, Grant Investment Advisers, Inc.
  • Panelist Joe Smith - Deputy Chief Investment Officer, CLS Investments, LLC

Join leading smart-beta and factors investors as they share real-life insight 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
Active fixed income for the win

Outperformance in the equity markets is near impossible, but there remains a belief that fixed income managers are not only able to outperform but add value to an asset allocation. Many experts are looking into their crystal balls and believe now is the time for active fixed income. Hear from our fixed income gurus as they share why ETFs are the perfect wrapper for active bond approached, how you should deploy them and what risks still remain when building any asset allocation.

12:00pm - 12:30pm 30 mins
Info
Main Stage
Active 2020: Outlook for Active ETFs
  • Panelist Janet Johnston - Portfolio Manager, TrimTabs Asset Management

How do we get over concerns around front running and intellectual property and if we can, when will the market explode?

12:30pm - 1:20pm 50 mins
Main Stage
Networking Lunch
1:20pm - 2:00pm 40 mins
Buyer-only workshops (These smaller sessions are a unique opportunity to dig deeper into the weeds of factor investing)
Workshop 1: Factors at the core: how to remove your cap-weighted exposures with a factor
2:00pm - 2:40pm 40 mins
Buyer-only workshops (These smaller sessions are a unique opportunity to dig deeper into the weeds of factor investing)
Workshop 2: Using active to weatherproof your portfolio