SPEAKER OPPORTUNITIES

If you're interested in speaking opportunities please contact:

John Swolfs
jswolfs@etf.com
415-659-9023

PRESS INQUIRIES

If you are a member of the media interested in attending the event please contact:

Vanessa Friedman
vanessa@vdotconsulting.com
917-405-1897

GENERAL QUESTIONS

If you have a general question about the conference please contact:

Marissa Morris
mmorris@etf.com
415-659-9014

Agenda

  • 11:00 am - 6:00 pm
    Check-In and On-Site Registration Available
  • 1:00 pm - 1:30 pm ETF UNIVERSITY
    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 this provocative session, ETF.com explores the basics, debunks common myths and shows how these unique vehicles work … and can work in your portfolio.

     

  • 1:30 pm - 2:00 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.  

  • 2:00 pm - 2:30 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.

     

  • 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.

  • 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?  

  • 4:20 pm - 4:50 pm
    Networking Break
  • 4:50 pm - 5:20 pm
    ETFs 303: ETF Concept of the Year—What ETF Will Change the Game in 2016?

    ETFs continue to push the envelope, offering investors new and innovative solutions for today’s challenging markets. In this one-of-a-kind session, we take a closer look at one of the best ideas for 2016, including why it makes sense, how it fits in a portfolio and what you should know before investing.

  • 5:20 pm - 6:00 pm
    Commencement Address: Speaking the Language of Trust—Supercharging Your ETF Advisory Practice
  • 1:00 pm - 1:30 pm Inside ETFs Workshop: How to Launch an ETF
    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.

  • 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 - 4:00 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.
     

  • 4:00 pm - 4:30 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.   

  • 4:30 pm - 4:50 pm
    Networking Break
  • 4:50 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: 3 ETF Entrepreneurs Share Their Stories

    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.

  • 6:30 pm - 8:00 pm
    A Party Fit for Champions: All Attendees Welcome

    Sponsored By:

  • 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.
  • 7:00 am - 8:30 am
    Check-In and Registration Opens; Breakfast for Speakers and Delegates
  • 7:30 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.

    Sponsored By:

  • 8:30 am - 8:35 am
    Welcome & Opening Remarks
  • 8:35 am - 9:05 am
    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 may choose from a wide range of in-person and technology-based advice offerings. Vanguard Chairman Bill McNabb will share his perspectives 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

    Todays’ 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. 

  • 9:55 am - 10:35 am

    Presenters

    Matt Hougan
    CEO
    ETF.com
    Dave Nadig
    Director of Exchange-Traded Funds
    FactSet Research Systems
    Keynote Address: What’s Next?

    Annual Keynote from Matt Hougan and Dave Nadig

  • 10:35 am - 11:05 am
    Networking Break
  • 11:05 am - 11:40 am

    Presenter

    Jeffrey Gundlach
    CEO & CIO
    DoubleLine Capital
    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? 

  • 11:40 am - 12:40 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. 

  • 12:40 pm - 1:50 pm

    Presenter

    Stephen Dubner
    Author
    Freakonomics
    Keynote Luncheon Address: Freakonomics’ Stephen Dubner
  • 2:00 pm - 2:50 pm TRACK SESSION
    A
    Will Emerging Markets Recover: Value or Value Trap?

    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. 

  • B
    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.

  • C
    Chasing Moby Dick: The Anatomy of a A $100 Million Trade

    ETFs often boost of their unmatched liquidity claiming to trade humongous size at razor thin spreads. But does this really happen in the real world? In this unique session we breakdown how exactly these trades happen and what you need to know to make sure all your ETF trades access the deep pool of ETF liquidity.

  • D
    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. 

  • 2:50 pm - 3:20 pm
    ETF Sessions: Short Talks, Big Ideas
  • A
    TBD
  • B
    TBD
  • C
    TBD
  • D
    TBD
  • 3:20 pm - 3:50 pm
    Networking Break
  • 3:50 pm - 4:20 pm

    Presenter

    Mark Yusko
    Chief Executive Officer and Chief Investment Officer
    Morgan Creek Capital Management
    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.

  • 4:20 pm - 5:20 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?

  • 5:20 pm - 6:00 pm

    Presenter

    Robert O'Neill
    Former Navy Seal & co-Founder of Your Grateful Nation
    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
    lsland Breeze Yacht Reception: Open to All Attendees

    Sponsored By:

  • 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.
  • 8:00 am - 8:30 am
    Breakfast Workshops
  • 8:30 am - 8:40 am
    Opening Remarks: Vanguard
  • 8:40 am - 9:20 am
    Raging Bull Revisited

    The US markets continue to push higher leaving investors feeling uneasy. Hear legendary investor X share their outlook for the markets and why they believe the markets can and will push higher.  

  • 9:20 am - 10:10 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.

  • 10:10 am - 10:40 am
    Bull vs. Bear: The Outlook for Europe

    There is much debate about where Europe is on the road to recovery. Greece’s continued troubles, a slowing economy in Germany and political tensions indicate rough times ahead, but success stories in Italy, Spain and Ireland buoy investors’ hopes. Find out where the truth lies in this action-packed debate.

  • 10:40 am - 11:10 am
    Networking Break
  • 11:10 am - 12:00 pm
    The Death of ETFs? Why ETFs Might Face Extinction

    ETFs have enjoyed a fairytale 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?

  • 12:00 pm - 12:30 pm

    Presenter

    Joshua Brown
    CEO
    Ritholtz Wealth Management, Star of CNBC's The Halftime Report
    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.

  • 12:50 pm - 2:00 pm

    Presenter

    John Mauldin
    Chairman
    Mauldin Economics
    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.  

    Sponsored By:

  • 2:00 pm - 2:50 pm TRACK SESSIONS BEGIN
    A
    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. 

  • B
    Keeping Pace with Tomorrow: How to Invest in the Future with ETFs

    Facebook, Instagram and Twitter changed the way we live. Technology is not slowing down. With countless ideas and opportunities, how do investors identify and invest in the right ones? Hear how new ETFs like HACK, ROBO, SOCL and XT offer investors the opportunity to join the ride.

  • C
    ETF Strategists: After the Fall

    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?  

  • D
    VIX, VOL and ETF Options

    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.  

  • 2:50 pm - 3:40 pm TRACK SESSION
    A
    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.  

  • B
    Big Kids on the Block: Why Endowments, Insurance Companies and Corporate Plans Are Utilizing ETFs

    The structure and liquidity of an ETF is ideal for institutional investors, yet adoption has been slow as they were seen as a tool for retail investors. But that attitude is changing. Hear institutional investors share why they have turned to ETFs and, how they are using them. 

  • C
    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?  

  • D
    Commodity & Gold Investing in 2016: The Beginning of a New Bull?

    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.

  • 3:40 pm - 4:10 pm
    Networking Break
  • 4:10 pm - 4:50 pm
    Closing Keynote
  • 5:00 pm - 7:00 pm
    An Evening on Bourbon Street Cocktail Reception: Open to All Attendees

    Sponsored By:

  • 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.
  • 7:30 am - 8:30 am
    Breakfast for Delegates & Speakers
  • 8:30 am - 8:40 am
    Chairperson Remarks
  • 8:40 am - 9:10 am

    Presenter

    Kevin O'Leary
    Chairman, O’Shares Investments
    ABC Shark Tank Investor
    Into the ETF Shark Tank

    Famed businessman 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. 

  • 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?

  • 10:00 am - 10:20 am
    ETF Strategist of The Year
  • 10:20 am - 10:40 am
    Networking Break
  • 10:40 am - 11:20 am
    The Best New ETF of 2015: We Present, You Decide

    In this panel, five 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.

  • 11:20 am - 12:00 pm

    Presenter

    Liz Ann Sonders
    Senior Vice President, Chief Investment Strategist
    Charles Schwab & Co., Inc.
    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.