Register now to join us at the ETFGI Global ETFs Insights Summit - ESG & Active ETFs Trends, a virtual event on 24 & 25 March!

Press Release

Register now to join us at the ETFGI Global ETFs Insights Summit - ESG & Active ETFs Trends, a virtual event on 24 & 25 March!

   Free registration and CE credits are offered to buyside investors and financial advisors. If you cannot attend on the day, register anyway and you will receive the links to the session recordings.

This event will provide an overview of the regulatory environment, public policy, investor initiatives and fiduciary obligations to help institutional investors and financial advisors understand how ESG and Active ETF strategies are being implemented across portfolios. 

Exciting line up of speakers, topics, and virtual networking! Click here to see the full agenda and the list of speakers.

DAY 1 AGENDA 
WEDNESDAY, MARCH 24

*Eastern Time
7:00am - 8:15am Registration, Exhibit Hall & Networking

8:15am - 8:30am Overview of ESG Trends in the ETF Industry
Deborah Fuhr, Managing Partner, Founder, ETFGI

8:30am - 8:55am ESG Practical Implications for Asset Managers, Investors and Index Providers

• ESG initiatives that are trending globally 
• What is the positioning of regulators and market participants on ESG? 
• What are the practical implications for investors? 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Panelists: 
Linda French, Assistant Chief Counsel, Investment Company Institute (ICI) 
Michelle Moran, Partner, K&L Gates LLP 

8:55am - 9:20am EU Benchmark and Sustainable Finance Disclosure Regulations

• Understanding SFDR 
• EU climate benchmarks and ESG disclosure of benchmarks 
• Benchmark regulations BMR 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Panelists:  
Ciara O’Leary, Partner, Dechert LLP 
Rick Redding, CEO, Index Industry Association 

9:20am - 9:55am ESG Trends for Equity, Fixed Income and Multi Asset Portfolios 

• EU’s SFDR and benchmark regulations - Implications for investors 
• Implementing ESG in Equity portfolios utilising available ratings and rankings 
• Appling ESG to government, corporate and fraud fixed income portfolios 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Panelists: 
Frédéric Hoogveld, Head of Product Development & Specialists – ETF, Indexing & Smart Beta, Amundi 
Howie Li, Head of ETFs, Legal & General Investment Management 
Olga De Tapia, Global Head of ETFs Sales, HSBC 

9:55am - 10:20am Implementing ESG Integrated Products

• How to use data and ratings to your advantage  
• Using ESG as a risk mitigator and return generator  
• How diversity and climate impact performance  

Moderator: John Jacobs, Executive Director, Center for Financial Markets and Policy, McDonough School of Business, Georgetown University  
Panelists:   
Hernando Cortina, Head of Index Strategy, ISS ESG 
Diana van Maasdijk, Co-Founder & Executive Director, Equileap  

10:20am - 10:55am A Case Study: Managing a Large Cap Core ESG ETF

• Key flaws to avoid in ESG investing  
• Integrating AI, big data and cloud computing in ESG investing 
• Is ESG investing best suited to index or active assets management? 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Speaker: 
Bill Davis, Founder & Managing Director, Stance Capital

10:55am – 11:10am Networking Break 

11:10am - 11:45am The Future of ESG Investing 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Panelists: 
Mark Raes, MD, Head of Products, BMO Global Asset Management 
Zeb Saeed, Passive Product Specialist, DWS 

11:45am - 12:20pm Best Practices when Trading ESG ETFs   

• How are investors using RFQs and trading tools? 
• Transitioning from market cap to ESG 
• Understanding equity and fixed income liquidity 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Panelists: 
Matthew Goddard, Managing Director, Head of Canadian ETFs and Futures, Head of Data Cognition Team, BMO Capital Markets
Kai Steverding, Institutional Trader, Flow Traders B.V. 

12:20pm - 12:45pm How are Investors Integrating ESG into Their Equity, Fixed Income and Multi Asset Portfolios  

• The evolution of ESG implementation 
• Understanding the differences and index methodology  
• ETF selection and due diligence    

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Panelists: 
Graham Cook, CFA, Chief Investment Officer, Environment Agency Pension Fund 
Deborah Yang, CEO & Co-Founder, VESTI.AI 

To see DAY 2 AGENDA  Thursday, MARCH 25  Click here to see the full agenda and register. 

Please contact Deborah Fuhr deborah.fuhr@etfgi.com and Margareta Hricova margareta.hricova@etfgi.com if you have any questions or are interested in sponsoring or speaking at a future event.
 
We look forward to seeing you at the event! 

Debbie and Margareta
Deborah Fuhr
Managing Partner, Founder, Owner
ETFGI
London EC2N 1AR United Kingdom
deborah.fuhr@etfgi.com

Upcoming ETFGI Global ETFs Insight Summits (virtual events):

ESG and Active ETFs Trends, March 24th & 25th Register Here
2nd Annual Latin America, April 14th & 15th Register Here
2nd Annual USA, May 19th & 20th Register Here
2nd Annual Europe & MEA, September 15th & 16th Register Here
2nd Annual Asia Pacific, November 2nd & 3rd Register Here
3rd Annual Canada, December 1st & 2nd Register Here