Register for the ETFGI Global ETFs Insights Summit, United States, a virtual event on May 19 & 20 from 8:45am – 2:00pm EDT.

 

Register for the ETFGI Global ETFs Insights Summit, United States, a virtual event on May 19 & 20 from 8:45am – 2:00pm EDT.

The event is designed to facilitate substantive and in-depth discussion on the regulatory, product and trading developments impacting the use of and trading of ETFs in the United States.

Free attendance and educational credits for buyside institutional investors and financial advisors. View the full agenda and register here. Buyside attendees that complete the evaluation form will receive a free copy of the ETFGI directory of ETFs and ETPs. 
 

DAY 1 AGENDA 
WEDNESDAY, MAY 19

*Please note that all times listed are Eastern Daylight Time.

08:00am – 08:45am Registration, Exhibit Hall & Networking 
 
08:45am – 08:50am Welcoming Remarks
 
08:50am – 09:25am Lessons Learned in 2020

  • The impact of Covid-19, work from home and volatility
  • Implementation of ETF Rule

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Shelly Antoniewicz, Senior Director, Industry and Financial Analysis, ICI
Stacy Fuller, Partner, K&L Gates
Christine Podolak, Senior Director, Exchange Traded Products Surveillance & Investigations, FINRA
 
09:25am – 10:00am An Appraisal of Regulatory Issues Impacting Market Structure and ETF Trading

  • Debating the state of markets and trading
  • Update on key regulatory developments impacting ETFs
  • Discussion of future ETF rulemakings and reforms

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
 
Rob Marrocco, Senior Director, Listings, Cboe Global Markets
Kimberly Russell, Vice President, Market Structure Specialist, State Street Global Advisors SPDR
Jim Toes, President & CEO, STA

10:00am – 10:35am Creating Better Trading Systems and Tools for ETFs

  • Innovations in trading platforms and trading tools: ICE ETF Hub, RFQ platforms
  • Evaluating the ETF trade and best execution issues
  • Examination of the impact of recent trading rule changes on ETFs

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
 
Jeffrey Baccash, Global Head of ETF Solutions, BNP Paribas
Dan Madden, Head of Capital Markets, FlexShares Exchange Traded Funds
Eric Pollackov, Global Head of ETF Capital Markets, Invesco

10:35am – 11:10am Hot ETFs Regulatory Topics

  • Conversions, share classes and master-feeders
  • ESG
  • Non and semi-active and complex products

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
 
Kathleen Moriarty, Partner, Chapman and Cutler LLP
Barry Pershkow, Partner, Chapman and Cutler LLP

11:10am – 11:15am Networking Break
 
11:15am – 11:45am Sustainable Finance and ESG Regulations in the US and Europe

  • Which regulators and regulations are driving the agenda?
  • SFDR and benchmark regulations in Europe
  • ESG priorities for Biden and the SEC

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
 
Annette Capretta, Associate General Counsel, ICI
Rick Redding, CEO, Index Industry Association

11:45am – 12:20pm Creating ESG Indices

  • 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
 
David LaValle, CEO, Alerian
Diana van Maasdijk, Co-Founder & Executive Director, Equileap
Perth Tolle, Founder, Life + Liberty Indexes

12:20pm – 12:55pm How are Investors Integrating ESG into their Portfolios

  • How are regulations impacting implementation of ESG? 
  • Implementing ESG in Equity portfolios utilising available ratings and rankings
  • Applying ESG to government, corporate and fraud fixed income portfolios

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Kevin Mahn, President & Chief Investment Officer, Hennion & Walsh Asset Management 
Prof. Amin Rajan, CEO, CREATE-Research
Amanda Rebello, CFA®, CESGA®, Head of Passive Sales, US Onshore, DWS


12:55pm – 1.30pm Women in ETFs: Managing Career Transitions

  • How, when and why is it the right time to make a change?
  • Activist engagement in ESG
  • Future of direct indexing
  • Next generation of Fixed Income exposure

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Nancy Davis, Managing Partner & CIO, Quadratic Capital Management LLC
Jennifer Grancio, Chief Executive Officer, Engine No. 1
Lorraine Wang, Founder & CEO, GAMMA Investing
 

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.

Can't attend on the day? Register anyway, and you'll receive recordings of all the sessions.

We look forward to seeing you at the event.

Best regards,  
Deborah and Margareta




2021 ETFGI Global ETFs Insight Summits Schedule:

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