IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Jun 07
Show Filter
8:30am - 8:55am 25 mins
Not If, But When: The Regulatory Outlook for Nontransparent ETFs
  • Panelist Jane Heinrichs - Associate General Counsel, Investment Company Institute
  • Moderator Michael McNiven - Managing Director & Portfolio Manager, Cumberland Advisors

Nontransparent ETFs are coming, but when and where? 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
Why Active ETFs Matter
  • Presenter John Swolfs - CEO, Inside ETFs

The truth is active managers can and do outperform, providing real value and diversification to any asset allocation. Hear why we at Inside ETFs think active ETFs matter more than you think, and how they’ll propel the ETF industry forward.

9:10am - 10:00am 50 mins
Active Management: Why this Time is Different
  • Moderator Dave Nadig - CEO, ETF.com
  • 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 - 10:20am 20 mins
The Real World: How One ETF Strategist Blends Active & Passive ETFs
  • Presenter Corey Hoffstein - CIO, Newfound Research

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.

10:20am - 10:50am 30 mins
Networking Break
10:50am - 11:40am 50 mins
Due Diligence Round Table: 3 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

“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 three leading ETF analysts to ensure you select the right active ETF every time!

11:40am - 12:00pm 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

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.

12:00pm - 12:50pm 50 mins
Forget Sectors: Why Thematics Are the Foundation for Modern Portfolios
  • Presenter Clint Sorenson - Co-Founder, WealthShield

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.