4th annual ETFGI Global ETFs Insights Summit - Europe & MEA

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Banking Hall, 14 Cornhill, London, England, EC3V 3ND

In person 

Virtual

July 5 - day 1 - In person - In London at Banking Hall on July 5th will be from 9:30am – 6:00pm including a drinks reception in the Exhibit Hall.

July 6 - day 2 - Virtual panel discussions on our event platform will cover topics from across the Middle east and Africa.



     

 

Register to join the discussions at our 4th annual ETFGI Global ETFs Insights Summit - EMEA. The summit is designed to provide the opportunity for traders, portfolio managers, and advisors at buyside institutional investor and financial advisors to examine how ETFs are being selected, used and traded by institutional investors, financial advisors and by retail investors.   Hear about the most current regulatory updates from IOSCO, the European Commission, FCA and Central Bank of Ireland.  Updates on index and product trends: active, fixed income, ESG, Thematic, bitcoin, crypto, and trading developments that are impacting investors across Europe, the Middle east and Africa.

If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.

 

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*All times listed below are BST 
2023 AGENDA 
DAY 1 – July 5th 
 
9.30am - 9.45am Registration & Welcome Coffee
 


9.45am - 9.50am Welcoming Remarks 
 


9.50am – 10.15am Fireside Chat 
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI
Rory Tobin,
Head of State Street Global Advisors EMEA and Head of the Global SPDR ETF Business, State Street Global Advisors
 


10.15am - 10.45am How are Investors Using Thematic ETFs
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI
Vincent Denoiseux,
Head of ETF Investment Strategy, Amundi ETF, Indexing and Smart Beta 
Mark Perchtold, CFA,
Director, Omba Advisory & Investments Ltd
 


10.45am - 11.30am A Discussion with the Central Bank of Ireland’s Head Of Fund Service Providers Supervision, Mr Darragh Rossi 


 
11.30am - 12.05pm The Case for Investing in China 
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI
Dr.Xiaolin Chen,
Head of International, KraneShares

 

12.05pm – 12.45pm Networking Lunch 


 
12.45pm – 1.15pm Trends in the Use of ETFs by Retail Investors 
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI
Yorick Naeff,
CEO, BUX Financial Services Ltd.
Dave Shastri,
Chief Strategy Officer, Truss Edge
Emilie Stevens,
Senior Trading Proposition Manager, Hargreaves Lansdown


 
1.15pm - 1.45pm Hot Topics and Best Practices in ETF trading 
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI
Chirag Pandya,
Head of ETF Capital Markets, EMEA, FlexShares Exchange Traded Funds 
Slawomir Rzeszotko,
Head of Institutional Sales & Trading in Europe and Asia, Jane Street
Michael Stanley,
Head of Product Development & Product Management – Exchange Traded Products, Capital Markets, London Stock Exchange Group
Jason Warr,
Managing Director, Global Co-Head of ETF Markets, BlackRock
 


1.45pm – 2.15pm How ETF Derivatives are Being Used in Multi-Asset Portfolios 
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI
Lee Bartholomew,
Head of Fixed Income Derivatives Product R&D, Eurex
Teresa de Lera,
VP, Equity Derivatives Trading, Goldman Sachs
 


2.15pm - 2.35pm Networking Break 
 


2.35pm - 3.05pm ETF Industry Review and Outlook 
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI
Monica Gogna,
Partner, Head of Financial Regulation - EY Law, Ernst & Young
Hetal Patel,
Head of Business Development - Exchange Traded Products, Capital Markets, London Stock Exchange Group


 
3.05pm - 3.35pm Trends in Indexes and Indexing 
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI
Rick Redding,
CEO, Index Industry Association
Tobias Sproehnle, CFA, Ex-CEO and Co-Founder, Moorgate Benchmarks


 
3.35pm - 4.00pm Trends in the Global ETFs industry and in Europe, the Middle east and Africa from ETFGI’s research 
Deborah Fuhr,
Managing Partner, Founder, ETFGI

 

4.00pm - 4.30pm Consolidated tape 
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI
Tilman Lueder,
Head of Securities Markets, European Commission 

 

4.30pm - 6pm Networking Drinks Reception 
Sponsored by Waystone

 

DAY 2 – July 6th

Virtual

 

10.00am - 10.05am Welcoming Remarks

 

10.05am - 10.35am Global Regulatory Insights from IOSCO

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Damien Shanahan, Senior Advisor & Head of Emerging Regulatory Issues, IOSCO

 

10.35am - 11.20am The Global Distribution of UCITS ETFs

Moderator: Mohamed M'Rabti, Chief Product Officer APAC and Global Head of ETFs, Euroclear

Antoine De Saint Vaulry, Head of ETF Sales and Business Development, APAC, Citi

Stephanie Leung, Chief Investment Officer, Stashaway

Keshava Shastry, CFA, Global Head of Capital Markets, DWS Group

Rebecca Sin, Senior ETF Analyst, Bloomberg Intelligence

 

11.20am - 11.50am Trends in the Use of ETFs Across South Africa and Africa

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Tiaan Bazuin, Chief Executive Officer, Namibian Stock Exchange

Kopano Bolokwe, Head of Product Development, Botswana Stock Exchange

Nerina Visser, CFA, Director, ETF Strategist and Financial Advisor, etfSA

 

11.50am - 12.30pm Networking Break

 

12.30am - 1.00pm Trends in the Use of ETFs in Israel

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Eyal Flam, Deputy Director of Financial Instruments Division, Israel Securities Authority

Ron Klein, Deputy Director, International Affairs and Markets Development Department, Israel Securities Authority

 

1.00pm - 1.30pm Trends in the Use of ETFs in the GCC

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Geoffroy Hermanns, Partner, Norton Rose Fulbright
 

1.30pm - 1.55pm Regulatory Hot Topics: ESG, SFDR, Banning Inducements
Moderator: Deborah Fuhr,
 Managing Partner, Founder, ETFGI
Brian Higgins, 
Partner, Dillon Eustace Solicitors 


1.55pm - 2.25pm Women in ETFs - Trends for the Asset Management, Careers and Diversity
Moderator: Deborah Fuhr, 
Managing Partner, Founder, ETFGI
Daniel Gamba, CFA, 
President Asset Management, Northern Trust Asset Management, Northern Trust Corporation
 

2.25pm - 2.30pm Closing Remarks 

 

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? All sessions are recorded and you will also receive access to last year's session recording

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Description automatically generated CPD educational credits

? Free registration for buy side institutional investors and financial advisors Register Now!

If you are interested in sponsoring or speaking at any of our upcoming events or have any questions please contact us deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com.We look forward to seeing you at our events!

 

Best regards,

Debbie and Margareta

 

LAST YEAR'S AGENDA

 

*All times listed below are BST
2022 AGENDA

SEPTEMBER 14, 2022 (DAY 1)
VIRTUAL

12:00 - 12:30 Exhibit Hall & Networking

 

12:30 – 12:40 Welcoming Remarks

  

12:40 - 13:00 Macro Investment Outlook   

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Paul Jackson, Global Head of Asset Allocation Research, Invesco  
 

13:00 – 13:30 How are Investors Using Thematic ETFs   

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Morgane Delledonne, Head of Investment Strategy, Europe, Global X ETFs  
Joy YangGlobal Head of Index Product ManagementMarketVector Indexes GmbH    

 

13:30 - 13:50 Moderated Discussion 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Catharine Dwyer, Senior Policy Advisor, Central Bank of Ireland 
 

13:50 – 14:10 The Future of Equity ETFs: “Scalable, Sustainable – Super Cheap?”  

Speaker: Dr. Valerio Schmitz-Esser, Managing Director & Head of Index Solutions, Credit Suisse Asset Management 

 

14:10 – 14:30 Qatar - The Investment Opportunity 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Mohsin Mujtaba, Director, Product and Market Development, Qatar Stock Exchange   

 

14:30 – 15:00 Trends in ESG Investing  

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Anthony Harper, Head of Sustainable Finance, ETFs and Asset Managers, Euroclear 
Andrea Semino, Senior Product Specialist, Credit Suisse Asset Management    
Gareth Parker
, Chief Indexing Officer & Head of Governance Services, Morningstar Indexes  

 

15:00 - 15:30 Exhibit Hall & Networking

 

15:30 – 16:00 Trends in Crypto – Digital Indices and Products  

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Martin Leinweber, Digital Asset Product Strategist, MarketVector Indexes GmbH 
Quynh Tran-Thanh
, Product Manager, Chainalysis 

 

16:00 – 16:20 How the ETF Industry in Israel is Evolving  

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Adv. Offir Eyal, Director of International Affairs and Business Development Dep., Israel Securities Authority  

  

16:20 - 16:50 How Institutions and Financial Advisors are Selecting and Using ETFs 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Mark Northway, Investment Manager, Sparrows Capital 
Eamonn Prendergast, Director & Financial Adviser, Palantir Financial Planning  
Weixu Yan
, Investment Director, Close Brothers Asset Management  

 

16:50 - 17:20 Industry Leaders Outlook  

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Marie Dzanis, CEO, Northern Trust Global Investments Management    
Hetal Patel, Senior Manager - Exchange Traded Products, Capital Markets, London Stock Exchange Group  
Tobias Sproehnle
, Head of Indexes, Europe, Morningstar Indexes  


17:20 - 17:30 Closing Remarks
 

SEPTEMBER 15, 2022 (DAY 2)
VIRTUAL

 

10:30 - 11:00 Exhibit Hall & Networking
 

10:50 – 11:00 Welcoming Remarks
 

11:00 – 11:30 Fireside Chat: How a Consolidated Tape Could Contribute to the Development of ETFs in the EU

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  
Tilman Lueder, Head of Securities Markets unit – DG FISMA, European Commission
 

11:30 – 12:00 Overview of the ETF Landscape in the United Arab Emirates

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  
Sherif Salem, CIO - Public Markets, Chimera Capital
Joseph El Am, General Manager – MENA, StashAway
 

12:00 – 12:30 Overview of the ETF Landscape in Qatar

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  
Todd Gibson, Partner, K&L Gates
Akber Khan, Senior Director – Asset Management, Al Rayan Investment
Mohsin Mujtaba, Director, Product and Market Development, Qatar Stock Exchange 
Talal Samhouri, Portfolio Manager, Aventicum
 

12:30 – 13:00 Exhibit Hall & Networking
 

13:00 – 13:30 Hot Regulatory Topics Impacting ETFs in the US and Europe

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  
Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP
Henrietta de Salis, Partner, Willkie Farr & Gallagher LLP
 

13:30 – 14:00 Regulatory Issues Impacting ETF Trading and Market Structure

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  
Gunjan Chauhan, Global Head of ETF Capital Markets & Strategic Partners SPDR ETF Business, State Street Global Advisors
Keshava Shastry, CFA, Global Head of Capital Markets, DWS Xtrackers 

 

14:00 - 14:15 Overview of the ETF Landscape in Saudi Arabia  

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI   
Mark Makepeace, CEO, Wilshire

 

14:15 – 14:45 Trends in the ETF Industry in Europe and MEA  

Speaker: Deborah Fuhr, Managing Partner, Founder, ETFGI  
 

14:45 – 15:00 Closing Remarks

 

SEPTEMBER 16, 2022 (DAY 3)
VIRTUAL

 

11:30 - 12:30 Exhibit Hall & Networking
 

12:30 – 13:00 Fireside Chat

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  
Martin Moloney, Secretary General, IOSCO

 

13:00 – 13:30 Overview of the ETF Landscape in South Africa

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  
Tobie van Heerden, CEO, 10X Investments
Michael Mgwaba, Head of Exchange Traded Products, Markets Absa CIB
Nerina Visser, ETF Strategist, etfSA Portfolio Management Company

 

13:30 - 14:00 Overview of the ETF Landscape in Africa

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  
Tiaan Bazuin, Chief Executive Officer, Namibian Stock Exchange
Kopano Bolokwe, Head of Product Development, Botswana Stock Exchange
Duma Mxenge, Business Development Manager, Satrix
Nerina Visser, ETF Strategist, etfSA Portfolio Management Company
 

14:00 – 14:30 Exhibit Hall & Networking

 

14:30 – 15:00 Hot Topics Impacting Index Providers 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  
Rick Redding, CEO, Index Industry Association
John Davies, Non-Executive Director and Former Global Head of ETP’s, S&P Global
 

15:00 – 15:30 Women in ETFs – Managing Career Transitions

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  
Mandy Chiu, CFA, Head of Product, Tabula Investment Management
Olga de Tapia, 
Global Head of ETFs & Indexing Sales, HSBC Asset Management
 

15:30 – 16:00 Regulatory Consultations Impacting ETFs

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  
Stacy Fuller, Partner, K&L Gates
Brian Higgins, Partner, Dillon Eustace
 

16:00 – 16:10 Closing Remarks

Last year's Conference Brochure