Virtual Event
Register now for the ETFGI Global ETFs Insights Summit on ESG and Active ETFs Trends, March 24th & 25th
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 ETFs strategies are being implemented across portfolios.
Free registration and CE credits are offered to buyside investors and financial advisors. If you cannot attend on the day, register and you will receive the links to the session recordings.
DAY 1 AGENDA
WEDNESDAY, MARCH 24
*EASTERN TIME
8am – 8:30am Registration, Exhibit Hall and Networking
8.30am – 9:00am 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
Peter J. Shea, Partner, K&L Gates
9:00am – 9:30am 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
9:30am – 10:05am 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 Asset Management
10:05am - 10:35am 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
10:35am – 11:00am 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
Panelists:
Kyle Balkissoon, Managing Director, Portfolio Manager, Stance Capital
Bill Davis, Founder & Managing Director, Stance Capital
11:00am – 11:15am Networking Break
11:15am – 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 – 12:15pm 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, Strategic Advisor to the Data Cognition Team, BMO Capital Markets
Kai Steverding, Institutional Trader, Flow Traders B.V.
12:15pm – 12:50pm 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:
Raymond Backreedy, CIO, Sparrows Capital Limited
Graham Cook, CFA, Chief Investment Officer, Environment Agency Pension Fund
Deborah Yang, CEO & Co-Founder, VESTI.AI
12:50pm – 1:30pm Exhibit Hall & Networking
DAY 2 AGENDA
THURSDAY, MARCH 25
*EASTERN TIME
7:00am – 8:30am Exhibit Hall and Networking
8:30am – 9:00am Women in ETFs Panel – The Case for Diversity
- Women on boards: Global trends in gender diversity
- How diversity, inclusion and ESG is helping women globally
- How to utilise networking and mentorship to grow your career
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Panelists:
Christine Berg, Managing Director, Head of Americas Index Client Coverage, MSCI Inc.
Tammy Cash, EVP, Head of Marketing, Horizons ETFs
Helena Conradie, CEO, Satrix
Rebecca Sin, Co-Chair, WE APAC
9:00am – 9:30am Overview of Active and ESG ETFs Trends in the ETF Industry
Speaker: Deborah Fuhr, Managing Partner, Founder, ETFGI
9:30am - 10:00am ESG and Active ETFs in Europe Versus US
- ESG ETFs: Similarities and differences
- Active ETFs: What is allowed in Europe vs. US?
- EU and US outlook for 2021
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Panelists:
Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP
Henrietta De Salis, Partner, Willkie Farr & Gallagher LLP
10:00am – 10:30am Practical Considerations of Fund Conversions into ETFs
- Converting funds into ETFs
- Converting private funds into ETFs
- Converting mutual funds into ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Speaker:
Alexandra Alberstadt, Partner, Practus LLP
Jim Atkinson, CEO, Guinness Atkinson Asset Management, Inc.
Rory Riggs, CEO, Syntax
10:30am – 10:45am Networking Break
10:45am – 11:10am Assessing the Potential for Active Management and ESG Strategies
- What is the potential for active management?
- The rise in thematic investing
- The outlook for ESG
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Speaker:
Alex Matturri, Member Board of Directors CBOE Global Markets, Retired CEO S&P Dow Jones Indices
11:10am – 11:35am A Case Study: Innovating Investments with AI
- How to combine deep learning and AI in portfolio management
- Using AI to identify high quality alpha
- How can AI improve execution and lower cost
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Panelists:
Geeseok Oh, CAIA, Managing Director, Qraft Technologies Inc.
11:35am – 12:05pm Active ETFs Now and in the Future
- Review and contrast of the current platforms for Active ETFs
- Measuring the success of new launches to date
- What is the future for Active ETFs?
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Panelists:
Tony Baker, Founder and CEO, Investment Innovations LLC
Stephen Clarke, President, Advanced Fund Solutions LLC, an Eaton Vance subsidiary
12:05pm - 12:30pm Evolution of Thematic ETFs
- Defining the themes: ESG, AI, disruptive technology etc.
- Active vs Index
- Selecting and portfolio implementation
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Panelists:
Bill Davis, Founder & Managing Director, Stance Capital
Jon Maier, Chief Investment Officer, Global X ETFs
Mark Perchtold, Director, Omba Advisory & Investments Ltd
12:30pm – 12:45pm Closing Remarks
Registrations are open for all of the 2021 ETFGI Global ETFs Insight Summits. The virtual events schedule is:
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