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ETF UNIVERSITY 2015
PresentersPresidentETF.comManaging Director, ETF ResearchCharles Schwab Investment AdvisoryETFs 101: Fundamentals and Risks
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 this provocative opening session, ETF.com explores the basics, debunks common myths and shows just how these unique vehicles work. Topics covered include:
- How ETFs really work
- Traps to avoid when choosing ETFs
- How to trade ETFs effectively for clients
PresentersCIOETF.comDirector of ETF and Mutual Fund ResearchS&P Capital IQ Equity ResearchETFs 201: How to Choose the Best ETF in Every Asset Class
With over 1,600 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 common pitfalls, minimize blowup risk and ensure selection of the "right" ETF every time.
PresentersEditor-in-ChiefETF.comPresident & CIOAccuvest Global AdvisorsETF Portfolio Equity X-Ray: A Conversation With President & CIO David Garff
In this session, one of the most unique sophisticated ETF strategist Accuvest Global Advisors sits down for a fast-moving Q&A session, exploring their approach to the global markets and how they use ETFs to build all world, single country focused portfolios. We examine how they make buy/sell decisions and just what factors matter the most when looking at international opportunities for your clients.
PresentersSenior Client Portfolio Manager, Global EquitiesJ.P. Morgan Asset ManagementDirector of ResearchETF.comMD, Research & InnovationRussell IndexesETFs 301: Special Situations – Challenging Areas of the ETF Market
At first, ETFs tracked simple indexes: the S&P 500, the Dow Jones industrial average. Today ETFs cover everything from so-called smart-beta strategies to fixed income and more. How do you properly evaluate and use these ne ETFs to build better outcomes for clients? Topics covered include:
- Smart beta and next-generation indexing
- Fixed-income ETFs
- What you need to know to effectively use Smart Beta and Fixed Income ETFs
ModeratorManaging EditorETF.comETF Portfolio Fixed-Income X-Ray: A Conversation With Sage CIO Bob Smith
Our second conversation with a leading ETF asset manager turns to Sage Advisory Services, one of the largest managers of fixed- income ETF portfolios in the world. This session takes a deep dive into Sage's fixed-income allocation, including what it's telling its largest clients and why it will always own bonds.
Managing Principal & Director of ResearchBuckingham Family of Financial Services & the BAM AllianceLarry Swedroe: The Incredible Shrinking Alpha
The widely followed advisor Larry Swedroe closes out our ETF University with a thought-provoking keynote on portfolio construction and why finding alpha is getting more difficult by the day.
Welcome Reception: Havana Night (Casual Dress Encouraged)
ETF.com and MSCI invite all attendees to join us on the South Lagoon Pool for what is sure to be an exciting evening of great music featuring Tito Puente Jr. and Cuban food- all just steps from the beautiful Atlantic Ocean.
ModeratorManaging Principal & Director of ResearchBuckingham Family of Financial Services & the BAM AllianceLarry Swedroe: The Warren Buffett ETF Portfolio
CrossFit (preregistration required)
The morning exercise routine is usually the first thing to go when you hit the road. The 2015 conference offers you the opportunity to stay in shape and connect with your fellow attendees. Sign up for Cross Fit (2 sessions daily) and be sure to not miss a beat.
- CrossFit Session I: 6:00 - 7:00 a.m.
- CrossFit Session II: 7:00 - 8:00 a.m.
Registration Opens; Breakfast for Speakers & Delegates
2nd Annual Women in ETFs Breakfast
WE is excited to reconvene one year after the formation of our organization last January. We will gather for our 2nd 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.
Founder & CEOETF.comWelcome & Opening Remarks: ETF.com
Chief EconomistVanguardChairperson's Remarks: Navigating a Frustrating Fragile World
PresentersPresidentETF.comCIOETF.comTHE ETF.COM KEYNOTE ADDRESS: The World is Flat
ETFs are an investment technology that have fundamentally changed how people invest. But like all good technologies, the first innovation was just the beginning. In this provocative half-hour talk, Matt Hougan and Dave Nadig explain that while the ETF revolution may be 20 years old, the real innovations are just starting to emerge, and they're going to change the nature of your business in dramatic ways.
ModeratorStaff WriterETF.comThe Macro Panel: Where to Invest in 2015
ETF.com assembles the smartest macro minds to discuss where to invest, where the risks lie and how to deliver the strong returns clients demand. Hear actionable ideas and be better prepared for the road ahead.
PanelistsCEO & CIORichard Bernstein AdvisorsChief Investment StrategistJanney Montgomery ScottPresidentWindhaven Investment ManagementChief EconomistFirst Trust Advisors
Morning Networking Break
Chairman & CEOResearch AffiliatesRob Arnott: Is "Indexing" Facing an Existential Crisis?
It has long been argued that cap-weighted indexes provide investors with the best tools to achieve their financial goals. But is that the case? In this provocative session, Arnott will explore:
- Smart beta as an alternative to both passive and active investing
- The definition of true smart-beta solutions
- The evolution of the indexing world in the years ahead
ModeratorFounder & CEOETF.comThe Crystal Ball: The Future of ETFs
The world's leading ETF innovators gather for our annual session on the future of the industry, including how they're working to help advisors win business and build better portfolios.
- Is smart beta the new core?
- The viability of new products: Is the market saturated?
- The biggest challenges facing advisors in the coming year
PanelistsManaging Director, Head of Product DevelopmentGuggenheim InvestmentsGlobal Head of Investment Research and DevelopmentVanguard Investment Strategy GroupManaging Director of Global ETFsInvesco PowerShares Capital ManagementManaging Director, Head of BlackRock's iShares Americas Institutional BusinessiShares by BlackRockChief Operating Officer, SPDR ETFsState Street Global AdvisorsPresident, Fidelity SelectCoFidelity Investments
PrincipalWinklevoss CapitalPrincipalWinklevoss CapitalBitcoin, ETFs & the Future of Digital Currency
The Winklevoss twins have a history of challenging assumptions. So it's no surprise that they stand behind one of the most controversial … and intriguing … new ETF ideas out there: the proposed bitcoin ETF. This thought-provoking keynote will explore entrepreneurship, angel investing and why bitcoin (and bitcoin ETFs) are the next big opportunity.
Four-Time Super Bowl Champion Quarterback & Two-Time Super Bowl MVPKEYNOTE LUNCHEON ADDRESS: Terry Bradshaw
- 2:10 pm - 3:00 pm TRACK SESSIONS BEGINA
ModeratorStaff WriterETF.comGlobal Equities: The Best Ideas in the Age of Access
Valuations, currency manipulation and geopolitical risk keep international equity investors up at night. With more choices than ever available to ETF investors, hear leading experts justify their best ideas.
- Good risk, bad risk and tail risk
- What countries will surprise/disappoint in 2015?
- A tactical approach to spotting opportunities and avoiding traps
PanelistsCo-Founder & Deputy CIOGlovista InvestmentsChairman & CIOJAForlinesChief Executive OfficerEmerging Global AdvisorsManaging DirectorF-Squared Investments
ModeratorDirector of ResearchETF.comRethinking Bonds: The Biggest Risks No One Talks About
Since the crisis of 2008, fixed-income markets have been dominated by the fear of rising rates. While a valid concern on paper, Fed guidance suggests that rates are going nowhere fast. Hear fixed-income experts explain why rising rates are not the real enemy.
- Reinvestment risk: How real is it?
- Real opportunities in bonds—in any rate environment
- Using ETFs to play the Fed's forward guidance
PanelistsPortfolio ManagerFidelity InvestmentsCIOClark Capital Management GroupVice PresidentGuggenheimSenior Investment Officer, Fixed Income ETFsVan Eck Global/Market Vectors ETFs
ModeratorEditor-in-ChiefETF.comReading Commodity Tea Leaves: New Supercycle or 20-Year Bear?
After an epic collapse, commodity prices are showing signs of life. Have you added them back to your portfolio? Don't miss leading experts challenge conventional wisdom and explain why the true value of commodities is only just beginning to show.
- What will be 2015's best-performing commodity?
- Does broad exposure still work?
- Are commodities still a good diversifier?
PanelistsPresident & CEOCougar Global InvestmentsSenior Portfolio ManagerFirst Trust AdvisorsDirector, Precious Metals DivisionKitco
ModeratorSenior ETF AnalystETF.comVIX & Volatility: An Expensive Hedge & Why You Need To Own It
After last summer’s doldrums, volatility has roared back. Hear why this hard-to-handle hedge really works in client portfolios, and how to manage a volatility hedge without getting burned.
- Reducing tail risk: the real costs and benefits
- How much to buy, when to get in
- Taking the other side: when shorting volatility makes sense
PanelistsCIOBluePrint Wealth PartnersCIO, Velocity SharesHead of exchange traded products, Janus CapitalSenior Director of Index Investment StrategyS&P Dow Jones IndicesSVP, head of F-Squared Capital TradingF-Squared Investments
- 3:00 pm - 3:50 pm TRACK SESSIONSA
ModeratorManaging DirectorBlackRock’s iSharesTo Boldly Go: How ETF Strategists Are Reinventing Portfolio Management
Active management is dead. Long live active management! ETF strategists are the fastest-growing corner of the financial markets, bringing institutional-quality, tactical ETF portfolios to the masses. Can they really deliver results? Hear three of the world's best ETF strategists discuss:
- How ETF strategists build model portfolios
- How big is too big?
- Setting the bar: How do you evaluate an ETF strategist?
PanelistsPresident & CEOHorizon InvestmentsChief Investment OfficerQuantitative AdvantagePresident & co-CIOHAHN Investment StewardsSenior Managing DirectorAstor Investment Management
ModeratorSenior ETF AnalystETF.comWorld War III: Currencies in the Age of Infinite QE
The financial wars of the 21st century will be fought on the battlefield of global currency markets, where central banks operate from command bunkers ordering tactical strikes on interest and exchange rates. With massive impacts on equity investments, what do you need to know?
- Currency as an alpha generator
- Currency hedging: When to do it, when to run
- How to pick your battles: Which currencies work, and which don't
PanelistsCIO of Portfolio StrategiesBank of America Merrill LynchHead of Capital Markets, Passive Investments AmericasDeutsche Asset & Wealth ManagementPrincipalJ2Z Advisory, LLC.Managing Director - Head of ResearchSource
ModeratorEditor & PublisherETF TrendsMLPs & Alternative Income
Income used to be easy—you bought bonds. But in the Yellen era, the very nature of the bond market is forcing investors out of Treasurys and into once-exotic corners of the market. In this provocative session, you'll hear unconventional ways of serving your most income-sensitive and risk-averse clients.
- Understanding MLPs
- High-yield equities and REITS for income
- Bank loans, BDCs and CEFs (oh my!)
PanelistsHead of CEF & ETP ResearchWells Fargo AdvisorsDirector of Investment Strategy & ResearchALPS Portfolio SolutionsHead of Sales North America, Managing DirectorSTOXX Ltd.Managing PartnerWela Strategies
ModeratorCIOETF.comETF Trading: Myths, Market Structure, Horror Stories & More
Intraday trading is one of the greatest advantages ETFs offer. It's also one of the riskiest. This session will highlight why market structure matters, and what you need to know about capital markets to avoid horror stories of trades gone wrong.
- Working with trading partners including exchanges, APs & market makers
- Evaluating true ETF liquidity
- 5 mistakes you should never make (again)
PanelistsDirector, Head of ETF Trading for the AmericasBank of America Merrill LynchDirector of ListingsBATS ExchangeHead of Portfolio ImplementationBrinker CapitalHead of Client Execution ServicesiShares by BlackRock
Afternoon Networking Break
ModeratorManaging EditorETF.comSmart Beta Round 1: The Future of Your Portfolio
Smart beta has been inspected, detected, neglected and ultimately selected by many ETF investors as the wave of the future. Will future returns look as good as the backtests? ETF.com asks the tough questions of the smartest people in quantitative finance, determining if smart beta really is the future of index investing.
PanelistsChief Development OfficerSourceVice President, Equity Applied ResearchMSCIChief Investment StrategistWisdomTree Asset ManagementManaging Director, Research & AnalyticsFTSE
Senior FellowThe Center for a New American SecurityCLOSING KEYNOTE: Robert Kaplan: What Investors Need to Know About An Age of Anarchy
The highest-rated speaker at Inside ETFs 2014 returns to share why, in a world loaded with political and economic risk, the movement of boats on the South China Sea is the most unsettling … and important … indicator investors will ever follow. You don't want to miss this one
Yacht Reception: (Open to All Attendees)
Now a staple of the Inside ETF conference, S&P invites you to join them on the beautiful Biscayne Lady for a sunset sail on the Intracoastal. For the land lubbers, hors d'oeuvre and drinks will be served on the Diplomat's Landing.
CrossFit (preregistration required)
- CrossFit Session I: 6:00 - 7:00 a.m.
- CrossFit Session II: 7:00 - 8:00 a.m.
PresentersSenior Managing Director and Head of ETF TradingCantor FitzgeraldCo-President of New York Life Investment Management and President of MainStay InvestmentsCEO & Co-FounderIndexIQBreakfast Round Table: M&A & ETFs: What It Means for Investors
M&A activity is heating up in the ETF industry: What does it mean for investors and the next generation of ETFs they'll have to choose from? This breakfast workshop will bring together the legendary Reggie Brown from Cantor Fitzgerald; IndexIQ's Adam Patti; and MainStay Investments' President, Stephen Fisher, as they discuss the recent deal between MainStay and IndexIQ, and where ETFs are heading in 2015 and beyond.
MD, Head of U.S. Financial IntermediariesVanguardChairperson's Remarks: Vanguard
CEO & CIODoubleLine CapitalMORNING KEYNOTE ADDRESS
Jeff Gundlach: The Fed, the Future & Your Portfolio
Investing doesn't have too many rock stars, but DoubleLine's Jeff Gundlach qualifies for a Rolling Stone interview. Join us as he takes the Inside ETFs stage for the first time to share his thoughts on the current state of fixed-income investing, the secrets to his success, and how you can apply those insights to your own portfolios.
ModeratorCIOETF.comBonds? Seriously? Yes. Seriously
Conventional wisdom says the outlook for bond returns are now asymmetrical—all the risk is to the downside. In this provocative main-stage panel, the smartest bond managers in the world will rebuild the playbook, literally constructing a new bond ETF portfolio from the ground up, leaving no stone unturned to find both yield and total return.
PanelistsSenior Portfolio Manager, Head of Inflation, LDI & Fixed Income Index SolutionsColumbia ManagementGlobal Head of Fixed IncomeS&P Dow Jones IndicesHead of Capital MarketsProSharesManaging Director Head of PIMCO's Short-Term and Funding DeskPIMCOHead of iShares Fixed Income StrategyiShares by BlackRock
Morning Networking Break
ModeratorPresidentETF.comThe Future of Financial Advice: Man vs. Machine Ric Edelman & Wealthfront Square Off
Let's get ready to rumble! In what's sure to be a feisty debate, one of the world's most-well-respected proponents of "high touch" advice goes head-to-head with the leading "robo advisor." Are these two models doomed to destroy each other? Or are there opportunities to learn—and profit—in both corners of the ring?
PanelistsChairman & CEOEdelman Financial Services LLCCEOWealthfront
ModeratorSenior ETF AnalystETF.comSmart Beta Round 2: Looking Past Marketing to Implementation
On Monday, you learned what smart beta is. In this follow-up session, you'll hear how real advisors are putting real money into these products, and the lessons they've learned along the way.
- Targeting smart beta in the portfolio
- Understanding active risk: how constraints hurt or help
- Do’s and don’ts for combining factors and avoiding overbought strategies
PanelistsManaging Director, Investment Solutions ExecutiveU.S. Trust, Bank of AmericaHead of Index and Advisor SolutionsNasdaqVice President, Client StrategiesResearch AffiliatesDirector, Business DevelopmentSTOXX Ltd.EVP, Head of Funds and Managed Accounts GroupNorthern Trust Asset Management
CEOIEX GroupKEYNOTE LUNCHEON ADDRESS
In this timely and relevant keynote address, Brad Katsuyama, CEO of IEX Group and the main protagonist of Michael Lewis' latest best-seller, "Flash Boys," highlights the challenges of trading in today's lightning-fast, complex market system and how investors can get fair pricing when executing their trades.
- 1:50 pm - 2:40 pm TRACK SESSIONS BEGINA
ModeratorCIOETF.comETF Liquidity in Focus – 3 Views on Trading ETFs
In this unique trading session, ETF.com brings together a leading market maker, agency broker and one of the industry’s largest issuers to discuss the dynamic and liquid market for ETFs. This session will provide insight into how to tap into the true liquidity of ETFs and avoid the pitfalls that capture naive traders.
- What role does each participant play in the trading of ETFs?
- Are all ETFs truly liquid? If not, why?
- Pros and cons of ETF trading: Alpha generator or loser's game?
PanelistsProduct Manager for Cross-Asset Strategies and ETF SolutionsBloomberg TradebookPortfolio Management AnalystStadion Money ManagementHead of ETF SalesKCG
ModeratorManaging EditorETF.comYou Got Your Dividends in My Tech Stocks!
High-yield equity strategies are one of the oldest ideas in the book. But with tech companies like Apple and others paying a dividend, is it time to rethink how to construct a dividend-focused portfolio?
- Dividend growth vs. dividend yield: Finding the best strategy
- Should you care where your dividends come from?
- Are buybacks a better approach?
PanelistsMD & Chairman of the Index CommitteeS&P Dow Jones IndicesVice PresidentNasdaqHead of Equity Quantitative ResearchSociété GénéraleCIOBoston Advisors
ModeratorSenior ETF AnalystETF.comYou're Not in Frontier Markets. You Probably Should Be.
Emerging markets were the primary driver of excess returns in the past 20 years. With EM growth petering out, where will investors find the next source of rocket fuel? More and more are going to the frontier.
- Do ETFs provide good exposure to frontier markets?
- Which countries are most attractive?
- From noncorrelated returns to concentration risk
PanelistsManaging PartnerFerrell Capital ManagementVice President, Equity Applied ResearchMSCIChief Investment StrategistEmerging Global Advisors
ModeratorSenior ETF AnalystETF.comETF Options Strategies
Options used to be the weapon of the cowboys and card counters of investing. My, how times have changed. Many of the smartest investors in the ETF space are using options to manage risk, generate income and profit from short-term macro insights.
- Identifying the true upside and real risks
- Matching the strategy to the need: buy-writes, put-writes and collars
- Understanding option liquidity, benchmarks and taxes
PanelistsCEO and Portfolio ManagerMain ManagementPrincipalClothier Springs Capital ManagementEVP, Head of US ETFsHorizons ETFs Management (USA)
- 2:40 pm - 3:05 pm TRACK SESSIONSThe ETF Sessions
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.
PresenterHead of Trading Strategy & AnalyticsKCGPhil Mackintosh: Or You Could Just Leave Money on the Table
Many investors are so focused on what they want to trade, they forget to pay attention to how they trade. An insufficient focus on execution means missing out on precious increments of value and “micro alpha,” adding up to outperformance for your portfolio over time. In this session, Phil Mackintosh will share with you practical, real-life trading insights used by the world’s top market makers to help you optimize the implementation of your strategies. Or you could just leave money on the table.
PresenterVice President, Head of ResearchSSgADavid Mazza: Bag the Agg: (Where the Income Opportunities Are in 2015 and Beyond)
Is this it? Every year, economists and strategists tell us we're about to see the end of low interest rates. And every year, it’s the same old story: Rates go down and look to be lower for longer. So will 2015 be any different? This session explores the investment landscape in 2015 and details what you can do in portfolios today to prepare for rising rates even if the day of reckoning isn't coming anytime soon.
PresenterCIORiverFront Investment GroupMichael Jones: Need Predictable Retirement Income? Avoid Bonds
Conventional wisdom says that retiree portfolios should be chock-full of bonds. But according to Michael Jones of RiverFront Investment Group, conventional wisdom is dead wrong. In this industry-shaking talk, he'll explain why bond-heavy portfolios spell doom for baby boomers' hopes for a secure retirement … and where you should position portfolios instead.
PresenterCEO & FounderARK Investment ManagementCatherine Wood: Embracing Truly Active ETFs – The Best of Both Worlds
Could truly active transparent ETFs be that next disruptive force? Join Catherine Wood of ARK Investment Management as she uncovers the power of disruptive innovation and explains why transparent active ETFs will be the wave of the future and how they work.
- 3:05 pm - 3:30 pm TRACK SESSIONSA
PresenterManaging Director, Global Investment StrategistiShares by BlackRockHeidi Richardson: The Biggest Opportunities Investors Are Overlooking
ETFs have given investors access to everything from frontier markets to the tiniest corners of the bond market. But being right—and being early—to find those opportunities can be difficult. In this informative and timely talk, the world’s largest asset manager shares its view on the current state of the global economy and why it's advising its clients to invest where others aren’t.
PresenterPortfolio ManagerZacks Investment ManagementMitch Zacks: Earnings & Alpha: Using Earnings Analysis as an Investment Tool
No matter what investment philosophy you adhere to, eventually the movement in a stock’s price can be traced back to earnings. In this unique session, Mitch Zacks highlights the power of earnings estimate revisions, why investors can benefit from them, as well as best practices for implementation by combining these strategies for a simple and efficient solution.
- CManaging Partner & Co-founderETFGIDeborah Fuhr: Global Trends in ETFs
In this engaging workshop, Deborah Fuhr examines the developments and innovation taking place in Europe, Asia and Japan, showing how those markets are developing and the areas of the ETF market where they are leading the way. This session will particularly focus on the growing data on ETF users, ETF providers and the latest ETF-focused products. Additional topics include:
- Why institutions outside of the U.S. are using U.S.-listed ETFs
- The growing trend of ETFs in Europe
- ETFs and Asia: an outlook for growth
PresenterChairman & CIOCumberland AdvisorsDavid Kotok: Life After ZIRP
Global central banks have engaged in a zero-interest-rate policy for more than five years, tripling their collective balance sheets and suppressing volatility. What happens next? David Kotok explores likely outcomes, including the possibility of a shocking and remarkable rise in volatility, evolving risks and where he's allocating resources.
Afternoon Networking Break
Moderator"On-Air Stocks" EditorCNBCCarville & Rove: Politics & Portfolios
Two of the nation's most influential political figures square off in a provocative point/counterpoint discussion moderated by CNBC's Bob Pisani. What's really at stake in the 2016 election, and how will results impact global politics and investment portfolios?
PanelistsPolitical Icon & FOX News ContributorFormer Deputy Chief of Staff & Senior Advisor to PresidentGeorge W. Bush
Infinity Pool Party
In our first-ever poolside party, ETF.com has partnered with PowerShares and NASDAQ to bring you a unique and enjoyable networking opportunity. The evening will be highlighted by music, fantastic food and beverages.
CrossFit (preregistration required)
- CrossFit Session I: 6:00 - 7:00 a.m.
- CrossFit Session II: 7:00 - 8:00 a.m.
Breakfast Workshop: Alternative Thinking About ETFs: The Endowment Perspective
The Endowment Model of investing is not just for large institutional investors anymore. In this session, Mark Yusko will discuss how to achieve the basic goals of an endowment portfolio—asset class and geographical diversification, the integration of alternative investments and tactical asset allocation—by incorporating tactical and alternative ETFs into portfolios.
Breakfast for Delegates & Speakers
MD, Head of U.S. Financial IntermediariesVanguardChairperson's Remarks
ModeratorManaging EditorETF.comThe Big Fed Debate: Yusko vs. Gartman
Is the sky falling? Or is the sky so bright we need sunglasses? In Wednesday's opening session, noted investors Dennis Gartman and Mark Yusko square off to debate the future of the American economy, Fed policy and much more.
PanelistsFounderThe Gartman LetterChief Executive Officer and Chief Investment OfficerMorgan Creek Capital Management
- 9:35 am - 10:25 am TRACK SESSIONS BEGINA
ModeratorStaff WriterETF.comSmart Beta Round 3: Three Innovative Approaches to Managing Risk & Raising Return
In the last of our three-part smart-beta series, hear cutting-edge experts discuss their approach to managing risk and providing the returns clients need.
- Why you should manage for risk and not returns
- Best approaches to isolating -- and limiting -- risks in your portfolio
- Building a better mousetrap: Index innovation that works
PanelistsManaging Director, Research & InnovationRussell IndexesGlobal Director of Passive Funds ResearchMorningstar, Inc.Managing Partner, Investment and Risk ManagementLattice StrategiesDirector of ResearchETF Securities
ModeratorSenior ETF AnalystETF.comSectors: A Tactical Approach to Alpha Generation
The use of sectors has been widely adopted by tactical investors, but could long-term strategic investors also benefit? Hear from leading sector experts as they shed light on how they're capturing alpha through sector strategies. Topics to be covered include:
- Business cycle vs. market timing
- How to spot developing trends and catalysts
- Risk reduction and improving returns
PanelistsChief Operating OfficerDorsey, Wright & AssociatesDirector of Behavioral Finance and InvestmentsBettermentChief Operating Officer and Sr. Director of Consulting and PlanningHeck Capital AdvisorsManaging Director & Head of Index Applied Research for the AmericasMSCI
ModeratorPresidentETF.comThe Road to $1 Billion (& More)
Back by popular demand, leaders in the ETF strategist community talk about the biggest challenges facing their business and how you can learn from their successes and their mistakes. Topics include:
- The keys to success: War stories and lessons learned
- How to simultaneously manage clients and portfolios
- The biggest threat to the industry … and why no one's talking about it
PanelistsCEOCLS InvestmentsPrincipalCKW Financial GroupSVP, Business DevelopmentInnealta Capital
- 10:45 am - 11:35 am TRACK SESSIONS CONTINUEA
ModeratorSenior ETF AnalystETF.comLiquid Alternatives: Generating Noncorrelated Returns With ETFs
Leading advisors are rapidly scaling up exposure to liquid alts from 0% to 10%, or in some cases, 20% of investor portfolios. Should you too? Leading experts on liquid alts discuss how to put these strategies to work and what investors should really expect
- Best strategies for 2015 and beyond
- Setting performance expectations for clients
- Taking action: liquidity, costs and taxes
PanelistsHead of Investment StrategyProSharesSenior Vice President, Portfolio StrategiesInvesco PowerSharesCEO & Co-FounderIndexIQ
ModeratorDirector of ResearchETF.comInstitutional Index Strategies: The Latest Research
Institutional investors are pushing the envelope to find ways to capture risk-adjusted returns in today's challenging environment. In this breakthrough session, three of the world's leading index researchers discuss what's on the cutting edge for the smartest investors in the world.
- Strategies you can use today to advance returns
- How institutions approach tactical management
- What LDI, risk-weighting and other institutional strategies mean for advisors
PanelistsPrincipal, Investment Strategy GroupVanguardManaging Director & Head of Index Applied ResearchMSCICo-Founder & CIOCrest Investment Partners
ModeratorCEO, FounderT Hayes Consulting, LLCDIY: A Guide to Building, Registering & Selling a New ETF
Got an idea for a new ETF? Going from concept to market is not as difficult as you might expect. This session brings together the ETF industry's foremost experts on launching an ETF to share what you need to know to bring your ETF to life. Topics include:
- The registration process: Working with the SEC and other regulatory agencies
- Threshold for success: How big must your ETF be to sustain itself ?
- Control: What's given up and what's maintained in different methods for launching an ETF?
PanelistsSenior Vice President – ETF Product SpecialistState Street Global ServicesExecutive DirectorJ.P. MorganPartnerKatten Muchin RosenmanManaging Director, ETF Capital MarketsCharles Schwab & Co., Inc.
Co-founder & Chief Investment OfficerKenbelle Capital LPCLOSING KEYNOTE
In 2007, Whitney was named one of the best stock pickers on Wall Street by Forbes.com. In 2008, she predicted the global financial crisis. In 2012, the Financial Times named her one of the world's top analysts. Hear where Whitney sees both opportunity and risk today in the new American economy.