London, UK
The 2018 ETFs Global Markets Roundtable series of conferences to be held in London on April 19 (covering EMEA), New York on May 15 (covering USA/Latin America), Toronto on May 31 (covering Canada), and Hong Kong in Q4 (covering APAC), will offer an opportunity for a substantive and in-depth discussion about the liquidity, trading, technological and regulatory developments impacting ETFs in the respective jurisdictions.
The events are designed to provide the opportunity for buyside traders and portfolio managers from the institutional investor community, as well as other market participants and professionals involved in the ETF space, to hear current thoughts from industry leaders on ETF trends, market structure and regulation, and obtain a better understanding of how to trade and use ETFs, and of the impact that ETFs have on the markets and market structure.
Sponsorship opportunities will offer valuable recognition, visibility, and branding and provide a number of benefits. For more information please contact Deborah Fuhr at deborah.fuhr@etfgi.com or Ari Burstein at ariburstein@comcast.net.
Agenda
7:30am-8:00am Registration and Continental Breakfast
8:00am-10:00am Buyside-Only Workshop
Separated into small groups, participants in the buyside-only morning workshop will have the opportunity to discuss with their peers a number of topics of importance relating to ETFs, as well as raise any questions with, and obtain guidance from, outside experts.
Topics to be discussed will include:
- How institutions are trading ETFs
- Understanding and evaluating ETF liquidity
- Experiences to date with MiFID and its impact on ETFs
- Innovations in the ETF industry and the effect on buyside trading
Discussion Leaders:
- Thomas Bartolacci, Head of European ETF Capital Markets, Vanguard
- Jurgen Blumberg, Head of Capital Markets EMEA, PowerShares by Invesco
- Henry Glynn, Head of ETF Capital Markets Europe, VanEck
- Howie Li, Head of ETFs, Legal & General Investment Management
- Frank Mohr, Global Head ETF Sales Trading, Commerzbank
- Laura Morrison, SVP, Global Head of Listings,Cboe Global Markets
- John Reade, Chief Market Strategist, World Gold Council
- Henry Reece, Head of Sales, Susquehanna International Group
- Tom Stephens, Head of International ETF Capital Markets, JP Morgan Asset Management
10:00am-10:30am Refreshment and Networking Break
10:30am-11:00am Opening Remarks and Keynote Address
"Fireside Chat" on ETF Policy and Regulatory Issues
Martin Moloney
Special Advisor (Policy & Risk)
Central Bank of Ireland
Robert Taylor
Head of Global Asset Management Regulatory Strategy
Financial Conduct Authority
11:00am-11:45am Examining the Impact of Regulatory Developments on ETFs
- MiFID and ETFs – early impressions
- Update from regulators and policymakers on key developments and studies impacting ETFs
- Examination of the need for specific trading rules for ETFs
Monica Gogna, Moderator
Partner
Dechert
Federico Cupelli
Senior Regulatory Policy Advisor
EFAMA (European Fund and Asset Management Association)
Michelle Moran
Partner
K&L Gates
Sander van Nugteren
Managing Director, ETF and Index Investments
Blackrock
11:45am-12:30pm Creating Better Trading Systems and Trading Tools – How Institutions are Trading ETFs
- Most commonly used strategies in trading ETFs
- The use of RFQ platforms for ETFs
- How to evaluate the ETF trade and best execution issues
- Examination of pre-and post-trade transparency
Rebecca Healey, Moderator
Head of EMEA Market Structure & Strategy
Liquidnet
Gregoire Blanc
Head of Capital Markets
Lyxor ETF
Frank Mohr
Global Head ETF Sales Trading
Commerzbank
Henry Reece
Head of Sales
Susquehanna International Group
Slawomir Rzeszotko
Head of Institutional Sales & Trading, Europe
Jane Street
Jason Xavier
Head EMEA ETF Capital Markets
Franklin Templeton Investments
12:30pm–1:15pm Luncheon and Keynote Speaker
"Fireside Chat" on the Future of the ETF Industry
Mannoj Mistry
Co-Head Index Investing
DWS
Additional Speaker to be Announced
1:15pm-2:00pm Exchange Roundtable
- Discussion on how to trade ETFs more efficiently on exchanges
- Discussion of competition for ETF listings
- Examination of the ETF settlement system
Ari Burstein, Moderator
President
Capital Markets Strategies
Lida Eslami
Head of ETPs Business Development
London Stock Exchange
Benjamin Fussien
Managing Director - Head of ETFs & Investment Funds
Euronext
Stephan Kraus
Senior Vice President, Cash Market Development
Deutsche Borse AG
Laura Morrison
SVP, Global Head of Listings
Cboe Global Markets
2:00pm-2:15pm Presentation - Overview of Trends Impacting the ETF Industry
Deborah Fuhr
Managing Partner
ETFGI LLP
2:15pm-3:00pm Understanding and Evaluating ETF Liquidity – Busting the Myths around the Impact of ETFs on the Markets
- Discussion of concerns surrounding ETF liquidity
- Are ETFs really contributing to volatility in the markets?
- Metrics for gauging ETF liquidity
- Examining the growth of passive investing and the impact on trading
Jurgen Blumberg
Head of Capital Markets EMEA
Invesco
Thomas Bartolacci
Head of European ETF Capital Markets
Vanguard
Henry Glynn
Head of ETF Capital Markets Europe
Van Eck
Paul Young
SPDR ETF Capital Markets - EMEA
State Street
3:00pm-3:30pm Refreshment and Networking Break
3:30pm-4:30pm Bringing New ETFs to Market – An Examination of Innovation and Distribution in the ETF Industry
- Examination of new ETF product offerings and approvals
- Discussion of offerings of ETFs in jurisdictions across EMEA
- Discussion of the growth of robo-advisers and fund platforms
- Examination of issues surrounding distribution
Deborah Fuhr, Moderator
Managing Partner
ETFGI LLP
Bryon Lake
Managing Director, Head of International ETF
J.P. Morgan Asset Management
Pat Lardner
Chief Executive
Irish Funds
Howie Li
Head of ETFs
Legal & General Investment Management
Tara O'Reilly
Partner
Arthur Cox
4:30pm Conference Adjournment