Agenda

11:00- 4:30 pm

Check-in and On-site Registration Available

ETF UNIVERSITY TRACK
(Runs concurrently with 'Inside ETFs Workshop: How to Launch an ETF')

This yearly event is designed to keep advisors currently on all the latest ETF trends while allowing attendees the opportunity to master all aspects of ETFs, including how they work, and how to trade and deploy them effectively in portfolios.

With topics ranging from the hidden risks in specific ETFs to advanced strategies for alpha, and more keynote speakers attendees are sure to leave the university with a deeper understanding of these powerful tools.

SPONSORED BY

1:00 pm - 1:30 pm

Why Index?

The idea of indexing is nothing new, but few investors truly understand the power of indexing. In this opening session, our legendary keynote speaker shares new insights on why the benefits outweigh the risks, and why indexing is the way forward for investors today more than ever.


presenter

1:30 pm - 2:00 pm

ETFs 101: The Fundamentals & Risks of Exchange-Traded Funds

ETFs have changed the face of investing—and advisors love them. They offer low-cost, transparent and liquid exposure to almost every market in the world. But ETFs are not without their challenges. In the provocative session, ETF.com explores the basics, debunks common myths and shows how these unique vehicles work ... and can work in your portfolio.


presenter

Educational Content:

2:00 pm - 2:30 pm

ETFs 201: How to Choose the Best ETF in Every Area of the Market

With over 1,700 ETFs on the market, finding the right one is critical. This in-depth session presents an easy-to-use framework for selecting ETFs: one that helps advisors avoid pitfalls, minimize blowup risk and ensure they find the "right" ETF every time.


Educational Content:

2:30 pm - 3:00 pm

Networking Break

3:00 pm - 3:50 pm

ETFs 301: Today's Biggest Trend—Smart-Beta ETFs Examined

Can index funds beat the market? Sophisticated investors are embracing smart-beta and factor ETFs that promise to deliver strong returns. Should these funds be part of your plan? And how do you choose the best approach? This session will prepare you to answer these questions and more for your clients.


Educational Content:

3:50 pm - 4:20 pm

ETFs 302: The Challenges of Fixed-Income ETFs—What You Need to Know

Fixed-income ETFs are transforming the market, bringing liquidity and diverse options to an area where few advisors used to tread. How can you successfully use fixed-income ETFs to build tactical and strategic fixed-income portfolios to deal with rising rates? And how do you avoid the risks inherent in these new instruments?


Educational Content:

4:20 pm - 4:50 pm

Networking Break

4:50 pm - 5:20 pm

Is The Market Fundamentally Overpriced?

There has been much debate about bubbles and overpriced markets, but is that really the case? In this 30-minute presentation, famed investor Larry Swedroe takes a closer look at the markets, helping investors to find the real price of the markets.


Educational Content:

5:20 pm - 6:00 pm

Commencement Address:
Speaking the Language of Trust—Supercharging Your ETF Advisory Practice

HOW TO LAUNCH AN ETF WORKSHOP TRACK
(Runs concurrent to 'ETF University')

2016 will see the introduction of our "How to Launch an ETF" workshop. A one-day event on Sunday afternoon offers a series of panels and keynote speeches for those interested in entering this growing industry. No stone will be left unturned, and all your questions will be answered as you better understand all aspects of creating an ETF.

Sessions will focus on everything from idea, to listing your ETF, what it takes to have great back-office support, and the importance of building a sales team. Hear from industry giants as they share their success stories and what it took to make it.

SPONSORED BY

1:00 pm - 1:30 pm

What's Next for the ETF Industry? Where the Opportunities Lie

The ETF industry is crowded, with more than 70 issuers and 1,700+ funds. But each year, new billion-dollar products are created, and new significant firms emerge. Our workshop's opening keynote speaker examines where the industry is headed, what opportunities still exist and how to compete in today's market.


presenter

1:30 pm - 2:20 pm

From Idea To Market: A Step-by-Step Timeline for Launching an ETF

While the idea of an ETF is straightforward and transparent, bringing one to market is not. Understand how the process works, typical pitfalls, best practices, and more importantly, what to expect at every step on the road.


2:20 pm - 2:50 pm

Adding Liquidity: How (& Why) APs Work with New Issuers

An ETF is only as good as its liquidity. Hear a leading AP open up about how they evaluate new ETFs from a liquidity standpoint, their partnership with issuers and what you need to know to get your ETF launched and keep your ETF trading tight for clients.


2:50 pm - 3:10 pm

Networking Break

3:10 pm - 3:50 pm

Building an Effective Sales Force: Lessons Learned, Strategies Debated

The days of "build it and they will come" in ETFs are over. To succeed today, you need to know how to sell your funds. Learn how to identify, hire, train, structure and incentivize a sales team for success.


3:50 pm - 4:20 pm

Getting on the Platforms: A Conversation with Gatekeepers

Location, location, location! No matter how smart the ETF, if investors can't access your fund, you're dead in the water. Understand how the home office due diligence process works, who to connect with and the importance of an advisor groundswell.


4:20 pm - 4:40 pm

Networking Break

4:40 pm - 5:20 pm

Behind the Scenes: How Back-Office Solutions Can Make or Break Your ETF

While not glamorous, the day-to-day operations of an ETF require a great partnership with your back-office team: custodians, fund accountants, boards and other vendors. Hear firsthand the importance of seamless back-office operations, including how to evaluate partners and the support they offer.


5:20 pm - 6:00 pm

Battle Scars: ETF Veterans Share Their Stories & The Keys to Success

Challenge. Failure. Heartache. And sometimes, success. Launching an ETF is hard. Hear front-line stories and lessons learned from those who've stared down the challenge of launching an ETF business … and won.


Educational Content:

6:30 pm - 8:00 pm

A Party Fit for Champions: All Attendees Welcome

ETF.com and MSCI invite all attendees to join us on the south lagoon pool for what is sure to be an exciting evening featuring the NFC Championship game on a huge outdoor screen… all this only steps from the beautiful Atlantic Ocean.


sponsor

6:00 am - 8:00 am

CrossFit (preregistration required)

The morning exercise routine is usually the first thing to go when you hit the road. The 2016 conference offers you the following opportunity to stay in shape and connect with your fellow attendees. Sign up for CrossFit (2 sessions daily) and be sure not to miss a beat. CrossFit Session I: 6:00 - 7:00 a.m. CrossFit Session II: 7:00 - 8:00 a.m.


sponsor

7:00 am - 8:30 am

Check-In and Registration Opens; Breakfast for Speakers and Delegates

7:00 am - 8:30 am

3rd Annual Women in ETFs Breakfast*

WE will gather for its third annual WE breakfast to connect, support and inspire women in the ETF industry.

*By invitation only. For more information about Women in ETFs, visit our website at womeninetfs.com.


sponsor

7:30 am - 8:25 am

BREAKFAST WORKSHOP:
Fundamental indexes: Marking a decade of change in financial services

Please join us for breakfast to review 10 years of Fundamental Indexes, the future of Fundamental Indexes and how ETFs based on these innovative and time tested indexes can be used in you clients' portfolios


8:30 am - 8:35 am

Welcome & Opening Remarks

8:35 am - 9:05 am

OPENING KEYNOTE ADDRESS
Chairperson's Introduction: The Future of Financial Advice

The role of the financial advisor has evolved over the years, and it will continue to change. Today investors seek advice from a wide range of in-person and technology-based offerings. Vanguard Chairman Bill McNabb will share his perspective on the new landscape, and what advisors and fund providers must do to serve the investors of tomorrow.


9:05 am - 9:55 am

Risk & Reward: An Investor's Guide to 2016

Today's markets offer more questions than answers. When and how will the Fed act? Are we entering a bubble? And what crises will rock the investment world in 2016? ETF.com assembles the smartest macro minds to discuss where to invest, and how to deliver the strong returns clients demand.


Educational Content:

9:55 am - 10:35 am

Keynote Address:
What's Next: The Battle for the Soul of the ETF Revolution

Exchange-traded funds have revolutionized investing, giving every investor the chance to build institutional-caliber portfolios cheaply and easily. But emerging threats -- from regulators, broken markets and middlemen - are darkening the horizon, and 2016 is poised to be the year when these threats resolve, for good or for ill. Two of the industry's leading researchers - Factset's Dave Nadig and ETF.com's Matt Hougan - examine those threats, find the silver linings and discuss how all classes of investors can rise above.


10:35 am - 11:05 am

Networking Break

11:05 am - 11:40 am

The Outlook for the US Economy

The U.S. market has been resilient. But as the bull market enters its seventh year, investors are asking how long it can it keep going up. With a strong dollar, looming rate hikes and slowing corporate profits, can U.S. markets continue to trend higher, or are we heading for our third major correction in less than two decades?


Educational Content:

11:40 am - 12:40 pm

Smart Beta: Is It the New Foundation for Every Portfolio?

The use of smart-beta ETFs is no longer up for debate; they've gathered assets and proved their worth. But questions remain: How big of a role should they play, and what's the best way to deploy these innovative funds to capture returns and protect against market drawdowns?


12:40 pm - 1:50 pm

Keynote Luncheon Address:
Freakonomics' Stephen Dubner


sponsor

2:00 pm - 2:50 pm

A

Bringing Down the Ladder: A Modern Approach to Fixed Income

Building bond ladders was a tried-and-true approach to managing income needs. But years of zero rates have left bond ladders shaky and weak. Hear how ETFs can be used to reshape fixed-income portfolios, improve liquidity and boost yields.


Educational Content:

B

To Hedge or Not To Hedge: Protecting Your Portfolio from a Strong Dollar

Currency-hedged ETFs are gathering assets hand-over-fist. With central banks engaged in a race to the bottom, hedging currency exposure is vital to protecting assets and capturing returns. Learn just how long this trend will continue and how to best use ETFs to capitalize on it.


C

Will the Emerging Market Consumer Recover?

Emerging markets continue to baffle investors. The traditional BRIC countries are struggling, possibly relegating them to the sidelines of your portfolio. In this EM-focused session, we take a closer look at the new kids on the block, helping investors to put this once-productive asset class back to work driving returns.


Educational Content:

D

Anatomy of an Institutional Size Trade

Liquidity is often touted as one of the main advantages of the ETF structure, but for large orders it's important to develop a strategy for minimizing price impact and trade visibility. When executing institutional-size trades, coordination between a client, liquidity provider and ETF issuer is critical. In this unique session we bring together all three parties to break down exactly how these trades occur. You'll learn the factors to consider when planning and evaluating a big trade, as well as the various strategies at your disposal to execute large orders efficiently and with minimal impact.


2:50 pm - 3:20 pm

ETF Sessions: Short Talks, Big Ideas

Taking a page from the Technology, Entertainment and Design (TED) conferences, these short, innovative presentations are designed to entertain, inform and fundamentally change the way you think about investing.


A

Real Asset & Risk Management: The New Way Forward

Investments in real assets have more than tripled in the past five years, with roughly 80% of institutions including them as part of their target allocations. This movement is part of a revolutionary shift in asset allocation from one based on security type to a risk-based model, where real assets is one of the four major risk categories. In this presentation, the rationale and definition of real assets will become clear with indexing. The transparency and liquidity that are paramount to indexing also applies to real assets. Learn about the tools available to help implement real assets into an allocation governed by the modern technique of risk-bucketing.


Educational Content:

B

True Lies: Why Purpose & Persistence Trump Price & Performance

Delivering a goal-oriented investment experience is more about investment outcomes as opposed to investment performance. Real-world investors are focused on fundamental investment outcomes such as growing their assets, managing risk and generating income, placing greater value on simplicity, transparency and cost efficiency. During this session, Shundrawn will debunk conventional wisdom about the preferences and behaviors of investors, presenting salient observations and empirical evidence about what investors truly value and how they can best be served.


Educational Content:

C

2016: The Year that ETFs Go From Wall Street to Main Street

You may have been an early adopter of ETFs in the early 2000s. Institutions soon followed. But where does that leave the end retail investor? Learn why we believe this client segment is just now coming online, and how data shows this could be an incredible opportunity for your business.


D

The Evolution of the Index: Tools for Tomorrow's Portfolio

Not that long ago, indexes were nothing more than benchmarks for active managers. With the advent of ETFs, that changed. Today investors are looking at markets, indexes and investments differently. In this unique session, index leader FTSE Russell explores recent global index developments that form the basis of ETFs, evolving markets around the world, and how they impact the investment landscape.


Educational Content:

3:20 pm - 3:50 pm

Networking Break

3:50 pm - 4:20 pm

10 Bold Predictions for 2016

One of Inside ETFs 2015's highest-rated speakers returns to the Inside ETFs stage to share his annual bold predictions for the year ahead. With an impressive track record, this is a can't-miss session for any investor looking to boost returns and stay ahead of the curve.


Educational Content:

4:20 pm - 5:20 pm

The Future of ETFs: The Next Wave of Innovation

With over 1,700 ETFs available, the choices are limitless. What could be left? This session gathers the titans of the industry to explore where ETFs go from here, how this thriving industry can continue to grow and what the entry of new, large financial players into the market means for investors in 2016.


5:20 pm - 6:00 pm

Robert O'Neill: Standing on the Shoulders of Giants

Most of us can recall where we were on the night of May 2, 2011, when we heard that Osama bin Laden was killed. Few know the real story behind this mission. Hear a firsthand account of this legendary mission—as well as the missions to save Captain Phillips and rescue Marcus Luttrell—from SEAL Team Six member Robert O'Neill.


6:00 pm - 7:30 pm

Island Breeze Yacht Reception (Open to All Attendees)

Now a staple of the Inside ETFs conference, S&P Dow Jones Indices invites you to join them on the beautiful Biscayne Lady for a sunset sail on the Intracoastal. For the land lovers, hors d'oeuvres and drinks will be served on the Diplomat's Landing.


sponsor

6:00 am - 8:00 am

CrossFit (preregistration required)

CrossFit Session I: 6:00 - 7:00 a.m. CrossFit Session II: 7:00 - 8:00 a.m.


sponsor

8:00 am- 8:30am

BREAKFAST WORKSHOP:
ETFs: Liquidity and Trading Characteristics

The ETF industry has seen a phenomenal growth in recent years. Inspite of the growth, one commonly misunderstood aspect of ETFs is their liquidity and trading characteristics. In this 30-minute workshop Bloomberg and its global agency brokerage Tradebook share new insights and data on Equites and Fixed Income ETFs and their underlying liquidity as well as trading characteristics. They have developed a new groundbreaking methodology for comparing Fixed Income ETFs to other Fixed Income instruments. They will also provide examples of ETF trades and how their electronic RFQ platform strives to provide best execution to their clients.


8:30 am - 8:40 am

Opening Remarks: Vanguard

8:40 am - 9:10 am

Robo Reboot: Don't Compete, Co-opt

The rise of robo advisors has been positioned as a major challenge to the financial advisor community. But could embracing robo technology actually accelerate your business and position you for success? One of the leaders of the robo-advisor movement explores how advisors can adopt automation and software-driven tools to take their business to new heights.


Educational Content:

9:10 am - 10:00 am

Fixed-Income on a Knife's Edge: A Roundtable Discussion

We have entered a new age of fixed income characterized by low inventory, new regulations and rising rates. How markets respond to this new paradigm is a challenging question. Hear fixed-income experts from across the ETF industry share actionable ideas to stay liquid, profit and protect your clients' portfolios during ETF.com's first-ever live fixed-income round table.


10:00 am - 10:40 am

Raging Bull Revisited: The Outlook for the Market

The US markets continue to push higher, leaving investors feeling uneasy. Our panel discusses the outlook for the markets and why they believe the markets can and will push higher.


10:40 am - 11:10 am

Networking Break

11:10 am - 12:10 pm

Smart Beta: The Deep-Dive Panel

In this intensive, deep-dive session, we revisit the topic of smart beta, taking a closer look at the math, methodology and nuanced differences between these popular ETFs. Designed to help investors truly understand these unique funds, our panelists will answer your questions ensuring you leave as a smart-beta expert.


12:10 pm - 12:40 pm

Get with It: An Advisor's Guide to Using Social Media

The Arab Spring, the Ice Bucket Challenge and many more causes have been aided by social media. Yet this double-edged sword can ruin careers and businesses. Hear from social-media investing guru Josh Brown as he outlines the pitfalls and opportunities social media present, and how he's used it to build his own advisory business.


Educational Content:

12:40 pm - 1:50 pm

KEYNOTE LUNCHEON ADDRESS:
A Bright Future

One of the most recognized investors, thought leaders and entrepreneurs in the financial industry, opens up about his expectations for the future. Hear why the "doers" are in trouble, why "thinker" are taking over the world and what that means for the future of your clients' portfolios. His talk will reshape how you think about investing and your practice.


sponsor

2:00 pm - 2:50 pm

A

The Best New ETF of 2015: We Present, You Decide

In this panel, four of the world's leading ETF experts will present arguments for the five ETFs nominated for "ETF of the Year" in 2015. The audience will then vote on the winner, and the winning ETF will be the "People's Choice Award" at the ETF.com Awards Dinner in March.


Educational Content:

B

More Than Just Dividends: Unique ETF Strategies for Income

Necessity is the mother of invention! This is no truer than when it comes to sourcing income. The continued need for yield has pushed providers to offer new and innovative ETF solutions. Hear three unique ideas to help any portfolio boost income.


C

VIX & VOL: How to Really Make Money

ETFs have the ability to simplify investment strategies. VIX, VOL and ETF options are a perfect example. Often misunderstood, these ETF tools offer investors new ways to reduce risk, generate income and earn alpha. Learn simple strategies for implementation and how to benefit from a choppy market.


D

Oil Energy & MLPs

Energy markets have been roiled, and with no end in sight, investors have little choice but to ride it out. Is there hope on the horizon or have oil and energy prices peaked, never to see triple digits again? Hear leading experts share their outlooks for these markets and how to invest in them and make money.


Educational Content:

2:50 pm - 3:40 pm

A

Sector Rotation: Why It Still Works

It was not that long ago that sector strategies ruled the day. Identifying catalysts, promising alpha and avoiding downturns was all the rage. But new themes, factors and countries have captured investor attention. What new sector-driven strategies can investors use to add alpha and find returns?


Educational Content:

B

ETF Strategists: The Road to Recovery

2014 and 2015 were not kind to ETF strategists. Rocked by bankruptcies and performance issues, this once-bourgeoning avenue of ETF growth seemed left for dead. Will a few bad apples spoil the bunch, or will the best ETF strategists find their legs and get back on the path to stardom?


C

TED-Style Talks

ETF Revolution: They've Leveled the Playing Field and Continue to Change the Game

ETFs have long been hailed as an inexpensive, transparent way to access global markets. Yet few fail to notice how they have democratized markets. What has this democratization meant for investors, and what will the future hold? In this hard-hitting TED-style session, Chris Concannon and Phil Mackintosh deliver 2 separate TED like talks, walking you through how the markets have changed and what the future looks like, including the trading of non-transparent, active ETFs.


D

Gold for Tomorrow

Recent history has not been kind to commodity investors, with gold, oil and other raw materials all experiencing epic declines. With commodity markets spinning their wheels, many wonder if they still have investment merit and belong in the average client's portfolio. Hear experts challenge conventional wisdom and explain why the true value of commodities is beginning to show.


Educational Content:

3:40 pm - 4:10 pm

Networking Break

4:10 pm - 5:00 pm

The Great Emerging Market Debate

Emerging markets are no longer the shining star they once were, but do they still belong in your portfolio? In this session, our superstar panel will explore all avenues of the emerging markets, helping investors to better understand these complex markets and profit from those nuances.


Educational Content:

5:00 pm - 6:30 pm

"An Evening on Bourbon Street" Cocktail Reception: Open to All Attendees

Performing: Rebirth Brass Band Grammy-Award-Winning New Orleans Jazz Band as seen on the HBO Hit Series "Treme"


sponsor

6:00 am - 8:00 am

CrossFit (preregistration required)

CrossFit Session I: 6:00 - 7:00 a.m. CrossFit Session II: 7:00 - 8:00 a.m.


sponsor

7:30 am - 8:30 am

Breakfast for Delegates & Speakers

8:00 am - 8:30 am

BREAKFAST WORKSHOP:
The Pursuit of Alpha: Why ETFs Work for Today's Investors

ETFs are often associated with being low cost, transparent vehicle best used to gain market exposure. New approaches to how ETFs are being deployed have changed the way investors think about using ETFs. At the forefront of this revolution has been Dorsey, Wright & Associates, and their unique approach to research. Hear Vice President, Jay Gragnani, share Dorsey Wright's outlook for 2016, and where they see Alpha generating opportunities.


8:30 am - 8:40 am

Opening Remarks: Vanguard

8:40 am - 9:10 am

Into the ETF Shark Tank

Famed businessman, Kevin O'Leary, takes the ETF.com stage to share why he's bullish on ETFs, what risks he sees and why he thinks his ETFs can win assets in a crowded market.


Educational Content:

9:10 am - 10:00 am

Liquid Alternatives: The New Black

Liquid alternatives have been around for decades, providing protection and offering diversification … but only for those with the deepest pockets. That is no longer the case, as ETFs have democratized this space and investors have flocked to new solutions. Will ETFs really provide the exposure and protection of liquid alts, or are these ETFs doomed to fail?


9:15 am - 10:05 am

The Outlook for the Canadian ETFs (for Canadian Investors Only)

The Canadian ETF industry is taking off, with over 350 ETFs and counting. Investors have responded by pouring over $14 billion dollars into ETFs since 2013. Will an impending recession spell doom for Canadian ETFs or will recent strong flow trends accelerate? And what new products are attracting the most attention? Join fellow Canadian investors and ETF issuers as we sit down and take a hard look at Canada's burgeoning ETF industry.


10:00 am - 10:20 am

Marc Faber & the Outlook for the Dollar

Currency-hedged ETFs have gathered assets at a furious pace. Can this pace continue, or is the tide going to change? Hear famed investor Marc Faber share his outlook for the dollar and what investors need to do to not only protect their portfolios but profit from the strong dollar.


10:20 am - 10:50 am

Networking Break

10:50 am - 11:30 am

ETFs 2.0: Disruptive Technologies

ETFs have enjoyed a fairy-tale rise to stardom, suffering few bumps along the way. They have weathered market uncertainty and outright crashes, only to gain even more assets. But are there threats on the horizon? Could new innovations surpass ETFs?


Educational Content:

11:30 am - 11:50 am

ETF Strategist of The Year: Creating Sustainable Competitive Advantages in the Rapidly Evolving ETF Industry

Over the past year, the ETF industry and ETF money managers have surpassed major milestones while suffering significant setbacks. In this talk, RiverFront's CIO analyzes the competitive landscape, and outlines potential strategies ETF money managers can apply to their investment process, client acquisition and product development strategies to thrive.


11:50 am - 12:30 pm

CLOSING KEYNOTE
Liz Ann Sonders: My Best Ideas for 2016

Charles Schwab's Chief Investment Strategist caps our conference with a talk designed to leave you with actionable ideas and piercing insights about the market of tomorrow.


Rolf Agather

Managing Director of North America Research
FTSE Russell

Andrew Ang

Head Of Factor Investing Strategies
BlackRock

Kim Arthur

President & CEO
Main Management

Martin Atkin

Managing Director
AB Bernstein

Bill Bachrach

Chairman, CEO
Bachrach & Associates

Phil Bak

Director of Exchange Traded Funds
NYSE

Eric Balchunas

Senior ETF Analyst
Bloomberg

Mary Ann Bartels

CIO
Bank of America Merrill Lynch

William Belden

Managing Director, Product Development
Guggenheim Investments

Richard Bernstein

CEO, CIO
Richard Bernstein Advisors

Duane Bernt

CFO
Stadion Money Management

Stephen Blumenthal

CEO, CIO
CMG Capital Management

Robert Boyda

Senior Portfolio Manager
John Hancock

Paul Britt

ETF Analyst
FactSet

Joshua Brown

CEO, CIO
Ritholtz Wealth Management

Ron Bundy

CEO Benchmarks North America
FTSE Russell

Kevin Carter

Founder
Big Tree Capital

Richard Cea

Director, Equity Derivatives and
Exchange Traded Products
UBS

Nick Cherney

SVP, Head of Exchange Traded Products
Janus

Pat Chiefalo

Managing Director,
Head of iShares Product Canada
BlackRock Asset Management Canada Limited

Denise Chisholm

Sector Strategist
Fidelity Management & Research Company

Stephen Clarke

President
NextShares Solutions LLC

Tim Clift

Chief Investment Strategist
Envestnet|PMC

Chris Concannon

President & CEO
BATS Global Markets

Steve Cook

Managing Director and Business Executive,
Structured Product Services
BNY Mellon

Michael Crinieri

Global Head of ETF Strategy
Goldman Sachs Asset Management

Joseph Cunningham

EVP & Head of US ETFs
Horizons ETFs Management (USA)

Anthony Davidow

Vice President
Schwab Center for Financial Research

Bruno del Ama

CEO & Co-founder
Global X Funds

Joel Dickson

Global Head of Investment Research
& Development
Vanguard

Kevin DiSano

Chief Portfolio Strategist
IndexIQ

Dan Draper

Managing Director, Global ETFs
Invesco PowerShares Capital Management

Stephen Dubner

Author
Freakonomics

Katharine Earhart

Head of iShares
Blackrock

Scott Eldridge

Director of Fixed Income Product Strategy
Invesco PowerShares Capital Management

Nigel Emmett

Managing Director, Senior Client Portfolio Manager
J.P. Morgan Asset Management

Tom Essaye

Founder, Editor
The 7:00's Report

Marc Faber

Founder, Publisher
The Gloom, Boom & Doom Report

Richard Ferri

Columnist and Investment Advisor

Deb Fuhr

Managing Partner
ETFGI

Ben Fulton

Chief Executive Officer
Elkhorn Investments

Daniel Gamba

Head of iShares Americas Institutional Business
BlackRock

David Garff

President
Accuvest Global Advisors

Dennis Gartman

Editor
The Gartman Letter

Dave Gedeon

Vice President
NASDAQ

Khalid (Kal) Ghayur

Head of ActiveBeta Equity Strategies
Goldman Sachs Asset Management

Nick Good

Chief Operating Officer
SSgA

Beverly Goodman

Asst. Managing Editor
Barron's

Jay Gragnani

Vice President
Dorsey, Wright & Associates,
a Nasdaq Company

John Graves

Author
Fracking: America's Alternative Energy Revolution

Jeffrey Gundlach

CEO, CIO
DoubleLine

Jodie Gunzberg

Global Head of Commodities
S&P Dow Jones Indices

David Haviland

Portfolio Manager
Beaumont Capital Management Group

Jeremy Held

Director of Research and Investment Strategy
ALPS

Chris Hempstead

Head of ETF Sales
KCG

Joanne Hill

Head of Institutional Investment Strategy
ProShares

Marten Hoekstra

CEO
Emerging Global Advisors

Corey Hoffstein

Co-founder
Newfound Research

Matt Hougan

Chief Executive Officer
ETF.com

William Housey

Senior Portfolio Manager
First Trust Advisors Leveraged Finance Investment

Jason Hsu, Ph.D.

Co-Founder and Vice Chairman
Research Affiliates

Mike S. Hunnicutt

Head of Institutional ETF Sales
Invesco Powershares

Simeon Hyman

Head of Investment Strategy
ProShares

Michael Iachini

Managing Director, ETF Research
Schwab Investment Advisory

George Iwanicki Jr.

Managing Director
J.P. Morgan Asset Management

Jay Jacobs

Vice President
Global X Funds

Ben Johnson

Director of Global ETF Research
Morningstar

Michael Jones

Chairman, CIO
Riverfront Investment Group

Rod Jones

Head of North America
STOXX Ltd.

Elisabeth Kashner

Director
FactSet Research Systems

Edward Kerschner

Vice Chairman
Emerging Global Advisors

Ian Klass

Senior Analyst
Merrill Lynch Investment
Management and Guidance Group

Paul Kim

Managing Director, ETF Strategy
Principal Global Investors

Greg King

Founder & CEO
REX Shares

James King

Managing Director, ETP Portfolio Management
Guggenheim Investments

Brian Kinney

Global Head of the Fixed Income Beta Team
State Street Global Advisors

Francis M. Kinniry

Principal
Vanguard Investment Strategy Group

Dodd Kittsley

Head of ETF Strategy
Deutsche Asset Management

Michael LaBella

Portfolio Manager
QS Investors

Andrew Lapthorne

Head of Quantitative Equity Research
Société Générale

Peter Lazaroff

Director of Investment Research
Plancorp

Craig Lazzara

Global Head of Index Investment Strategy
S&P Dow Jones Indices

Dani Lipkin

Head, Business Development –
ETFs, CEFs, and Structured Notes
Toronto Stock Exchange

Ted Lucas

Investment and Risk Management
Lattice Strategies

Tom Lydon

Editor and Publisher
ETF Trends

Phil Mackintosh

Head of Trading Strategy & Analysis
KCG

Jon Maier

Lead Investment Strategist for ETFs
Merrill Lynch

David Mann

Head of Client Execution Services
BlackRock

Gina Martin Adams

Managing Director, Institutional Equity Strategist
Wells Fargo Securities

Samuel Masucci

Founder and CEO
ETF Managers Group

John Mauldin

Chairman
Mauldin Economics

David Mazza

Vice President
SSGA

Lawrence McDonald

Managing Director,
Head of US Strategy, Macro Group
Société Générale

Will McGough

Senior Vice President, Portfolio Manager
Stadion Money Management

Tom McKeon

CFA
Clothier Springs Capital Mnaagement

Mick McLaughlin

Managing Director and
Head of ETF distribution for the Americas
Deutsche Asset Management

William McNabb

Chairman and Chief Executive Officer
Vanguard

Tyler Mordy

President and CIO
Forstrong Global Asset Management

David Mullen

Senior Business Manager
Bloomberg Tradebook

Dave Nadig

Managing Director
FactSet Research Systems

Phillip Nanof

Vice President &
ETF Product Specialist
State Street Global Services

Scott Nations

President and Chief investment Officer
NationShares

Robert Nestor

Head of iShares Strategic Product Segements
BlackRock

Bryan Novak

Director of Trading
Astor

James Norman

President
QS Investors

Kevin O'Leary

Chairman
O'Shares Investments

Robert O'Neill

Former Navy SEAL & Co-Founder
Your Grateful Nation

Raina Oberoi

Vice President, Index Applied Research
MSCI

Bryan Olson

President and CEO
Windhaven

Nadia Papagiannis

Director of Alternative Investment Strategy
for Global Third Party Distribution
Goldman Sachs Asset Management

Adam Patti

CEO, Founder
IndexIQ

Alex Perel

Director, Portfolio & ETF Trading
TD Securities

Baer Pettit

Global Head of the MSCI Index Business
MSCI

Adam Phillips

Chief Operating Officer, ETFs
Van Eck Global

Kiran Pingali

Head of ETF Product Development
Bloomberg Tradebook

Bob Pisani

Reporter
CNBC

Thomas Rampulla

Principal and Head of U.S. Financial Intermediaries
Vanguard

Yves Rebetez, CFA

Managing Director, Editor
ETF Insight

Will Rhind

CEO
World Gold Council

James Rieger

Managing Director
S&P Dow Jones Indices

Todd Rosenbluth

Senior Director at S&P
S&P Capital IQ

Anthony R. Rochte

President
Fidelity

Allan Roth

Founder
Wealth Logic

Sumit Roy

Analyst/Staff Writer
ETF.com

Rahul Saito

Regional Director North America
STOXX Ltd.

Matt Schreiber

President
WBI

Don Schreiber Jr.

Chief Executive Officer
WBI

Jeremy Senderowicz

Partner
Dechert LLP

Jeremy Siegel

Professor of Finance
Wharton School

Luciano Siracusano

Chief Investment Strategist
WisdomTree

Bart Smith

Co-Head
Susquehanna International Group

Bob Smith

President, CIO
Sage Advisory Services

Paul Solli

Partner
Aperio Group

Liz Ann Sonders

SVP, Chief Investment Strategist
Charles Schwab

Jon Stein

CEO, Founder
Betterment

Robert Stein

Deputy Chief Economist
First Trust

Raman Aylur Subramanian

Head of Index Applied Research for the Americas
MSCI

Larry Swedroe

Principal, Director of Research
Buckingham

John Swolfs

Director of Conference Content
ETF.com

Shundrawn Thomas

Managing Director and
Head of Exchange Traded Funds Group
Northern Trust

Atul Tiwari

Managing Director and
Head of Vanguard Investments
Canada Inc.
Vanguard

Matt Tucker

Head of Fixed Income Strategy
Blackrock

Jan van Eck

CEO, President
Van Eck Global

Drew Voros

Editor-in-Chief
ETF.com

Hardeep Walia

Co-Founder
Motif Investing

Damon Walvoord

Co-Head of ETF Group
Susquehanna International Group

Lorraine Wang

Head of Global ETF Products and Research
Invesco PowerShares Capital Management

Brian Wesbury

Chief Economist
First Trust Advisors

Todd Westby

CEO
T Hayes Consulting LLC

Jim Wiandt

Founder & Vice Chairman, President
Europe.ETF.com

Andrew Wittkop

EVP & Portfolio Manager
PIMCO

Douglas Yones

Head of Exchange Traded Products
New York Stock Exchange

Mark Yusko

CEO, CIO
Morgan Creek Capital Management