ETF Strategies Summit

The Premier “Allocators Only” All-in-One 2-Day Due Diligence Solution For Building ETF Portfolios

FOR FINANCIAL ADVISORS AND INSTITUTIONAL INVESTORS ONLY
CFP & CIMA CE credits will be available

Financial advisors and institutions continue to increase portfolio allocation to ETFs at a growing rate. However, current market conditions and the proliferation of ETF choices have created a demand for more education and guidance on specific ETF strategies.

Over 2 days, the ETF Strategy Summit (produced by the original co-creators of Inside ETFs) will focus on addressing the opportunities and challenges of today’s market and present a variety of innovative ETF disciplines and portfolio construction ideas designed for today’s forward thinking money managers.
 

FEATURED SESSIONS
 

DAY 1, October 15
8:30 – 9:00 – Chairperson’s Overview

Deborah Fuhr, Managing Partner & Co-Founder, ETFGI

1:10 – 2:00 – Single Factor or Multi-Factor ETFs? Deciphering Smart Beta 2.0

A new breed of smart beta products offer strategies that blend or rotate between factors, layering additional complexity onto the ETF universe. Our panel discusses the reasoning behind these strategies and uncovers ways to deploy them within portfolios.

Moderator:
Deborah Fuhr, Managing Partner & Co-Founder, ETFGI

Panelists:
Benjamin Lavine, CIO, 3D Asset Management

David Mazza, SVP, Head of ETF Investment Strategy, OppenheimerFunds, Inc.

DAY 2, October 16
8:30 – 8:45 – Chairperson’s Recap of Day 1

Deborah Fuhr, Managing Partner & Co-Founder, ETFGI