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Informa
8:00am - 8:30am 30 mins
Welcome to the New Age
  • Presenter Eric Balchunas - ETF Analyst, Bloomberg Intelligence
  • Presenter Yasmin Dahya - Executive Director, Head of Americas Beta Specialist Team, J.P. Morgan Asset Management
  • Presenter Tom Lydon - Editor & Publisher, ETF Trends
  • Presenter Joe Staines - Research Analyst and Portfolio Manager, J.P. Morgan Asset Management
more

Innovation and new technology are fundamentally changing how we invest. In this session, we examine how technology is enabling investors to better, and more easily, capture factor exposures. We’ll deep dive into applications of artificial intelligence in the Asset Management space, specifically, applying machine learning to capture risk premia.

8:30am - 9:00am 30 mins
ETFs & Regulation: What We Can Expect in the Coming Months
  • Moderator Michael McNiven - Managing Director & Portfolio Manager, Cumberland Advisors
  • Panelist Jane Heinrichs - Associate General Counsel, Investment Company Institute
  • Panelist Stacy Fuller - Partner, K&L Gates

Nontransparent ETFs are coming, but when and where? What other changes in regulation are in the pipeline? Join Inside ETFs and leading regulatory experts as we discuss the current state of nontransparent active, provide an update on the SEC’s thinking and what changes investors can expect going forward.

9:00am - 9:10am 10 mins
Opening Remarks
  • Presenter John Swolfs - CEO, Inside ETFs
9:10am - 10:00am 50 mins
Active management: why this time is different
  • Moderator Dave Nadig - Managing Director, ETF.com
  • Panelist Eric Balchunas - ETF Analyst, Bloomberg Intelligence
  • Panelist Rich Powers - Head of ETF Product Management, Vanguard Portfolio Review Department
  • Panelist Linda Zhang - CEO & Founder, Pureview Investments

The benefits of the ETF have never been in doubt. Couple that with the fact that active managers habitually underperformed their benchmark, and this makes the switch to passive a no-brainer. In this thought-provoking session, we explore how lower fee hurdles and an uncertain market environment just might be what this dying industry needs to rebound.

10:00am - 10:30am 30 mins
The real world: how one ETF strategist blends active & passive ETFs
  • Presenter Corey Hoffstein - CIO, Newfound Research
more

Blending active and passive has been touted as the holy grail of investing, but most investors struggle with how to actually create a blended portfolio that works. Hear Newfound’s co-founder and CIO Corey Hoffstein on how his firm has mastered the blending of active and passive across all asset allocations.

10:30am - 11:00am 30 mins
Networking Break
11:00am - 11:50am 50 mins
Due diligence round table: 2 approaches to evaluating active ETFs
  • Moderator Drew Voros - Editor-in-Chief, ETF.com
  • Panelist Eric Biegeleisen - Managing Director, Research, 3EDGE Asset Management
  • Panelist Todd Rosenbluth - Senior Director of ETF & Mutual Fund Research, CFRA
more

“Know what you own” is the ethos of the ETF industry. As assets move from traditional passive ETFs to active ETFs, investors have been forced to rethink their due diligence process. Hear from two leading ETF analysts to ensure you select the right active ETF every time!

11:50am - 12:10pm 20 mins
10 questions in 20 Minutes: is now the time for active management?
  • Moderator John Swolfs - CEO, Inside ETFs
  • Panelist Christopher Davis - Chairman & Portfolio Manager, Davis Advisors
more

Active management has gotten no love (and no money) for a decade at least. But with the bull market closing in on its ninth year, many are asking if now is the time for active. We sit down with one of the smartest active managers we know to figure out if that’s true … and how to tell good active from bad.

12:10pm - 12:30pm 20 mins
Forget sectors: why thematics are the foundation for modern portfolios
  • Presenter Clint Sorenson - Co-Founder, WealthShield
more

Our world is changing. Social media, the 24-hour news cycle and short attention spans have created a world where trending and trends are all the rage. But what happens when a trend becomes a theme? Learn how these new and innovative ETFs are capturing the major themes, offering investors new tools, and are fundamentally reshaping how we source alpha.