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Agenda

  • SUNDAY, January 25
  • MONDAY, January 26
  • TUESDAY, January 27
  • WEDNESDAY, January 28
ETF UNIVERSITY 2015

SUNDAY, January 25, 2015

11:00 a.m. - 6:00 p.m.

Registration Available

1:00 - 1:05 p.m.

Opening Remarks

1:05 - 2:00 p.m.

ETFs 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
Presenter:
MattHougan
Matt Hougan
President
ETF.com

2:00 - 2:50 p.m.

ETFs 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 you select the "right" ETF every time.
Presenters:
Spencer Bogart
Senior ETF Analyst
ETF.com
Dennis Hudachek
Senior ETF Analyst
ETF.com
Todd Rosenbluth
Director of ETF and Mutual Fund Research
S&P Capital IQ Equity Research

2:50 - 3:10 p.m.

Networking Break

3:10 - 3:30 p.m.

ETF Portfolio Equity X-Ray:
A Conversation With Good Harbor CEO Paul Ingersoll
Good Harbor is one of the largest and most sophisticated ETF asset managers in the world. In this fast-moving session, we take a close look at its equity ETF portfolio and examine how it makes buy/sell decisions. You'll discover tools and ideas you can put to work today.
Moderator:
DrewVoros
Drew Voros
Editor-in-Chief
ETF.com

3:30 - 4:30 p.m.

ETFs 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 alternatives, commodities, emerging market bonds, and more. How do you properly evaluate and use these next-generation ETFs to build better outcomes for clients? Topics covered include:

  • Smart beta and next-generation indexing
  • Fixed-income and bond ETF portfolios
  • Commodities, alternatives and other diversifying tools
Presenters:
Robert Deutsch
Managing Director
J.P. Morgan Asset Management
Elisabeth Kashner
Director of Research
ETF.com

4:30 - 4:50 p.m.

Refreshment Break

4:50 - 5:10 p.m.

ETF 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.
Moderator:
OlivierLudwig
Olivier "Olly" Ludwig
Managing Editor
ETF.com

5:10 - 6:00 p.m.

CLOSING KEYNOTE
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.
LarrySwedroe
Larry Swedroe
Managing Principal & Director of Research
Buckingham Family of Financial Services & the BAM Alliance

6:00 - 8:00 p.m.

Welcome Reception for all Attendees (Casual Dress Encouraged)

Monday, January 26, 2015

6:30 - 8:00 a.m.

CrossFit and/or Running Club (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) or the ETF.com running club and be sure to not miss a beat.

  • CrossFit Session I: 6:30 - 7:30 a.m.
  • CrossFit Session II: 7:30 - 8:30 a.m.


  • ETF.com Running Club: 6:30 - 7:30 a.m.

7:00 - 8:30 a.m.

Registration Opens; Breakfast for Speakers & Delegates

7:30 - 8:30 a.m.

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.

8:30 - 8:35 a.m.

Welcome & Opening Remarks: ETF.com
Jim Wiandt
Jim Wiandt
Founder & CEO
ETF.com

8:35 - 8:55 a.m.

Chairperson's Introduction
JoeDavis
Joe Davis
Chief Economist
Vanguard

8:55 - 9:25 a.m.

THE ETF.COM KEYNOTE ADDRESS
Getting Out of the New Neutral: Better Investing With ETFs
Investors are stuck on the sidelines. Advisors don't know where the next big returns will come from. Hear why ETF.com believes ETFs are the ideal vehicle to help get investor portfolios out of neutral and into gear during the next market cycle.
Presenters:
Matt  Hougan
Matt Hougan
President
ETF.com
Dave Nadig
Dave Nadig
CIO
ETF.com

9:25 - 10:15 a.m.

The 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.
Moderator:
Rachael Revesz
Rachael Revesz
Staff Writer
ETF.com
Panelists:
Dan Draper
Richard Bernstein
CEO & CIO
Richard Bernstein Advisors
MarkLuschini
Mark D. Luschini
Chief Investment Strategist
Janney Montgomery Scott
Bryan Olson
Bryan Olson
President
Windhaven Investment Management
Brian Wesbury
Brian Wesbury
Chief Economist
First Trust Advisors

10:15 - 10:45 a.m.

Morning Networking Break

10:45 - 11:25 a.m.

Rob 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
Rob Arnott
Robert Arnott
Chairman & CEO
Research Affiliates

11:25 a.m. - 12:15 p.m.

The 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
Moderator:
Jim Wiandt
Jim Wiandt
Founder & CEO
ETF.com
Panelists:
William Belden
William Belden
Managing Director, Head of Product Development
Guggenheim Investments
Joel Dickson
Joel Dickson
Global Head of Investment Research
and Development
Vanguard Investment Strategy Group
Dan Draper
Dan Draper
Managing Director of Global ETFs
Invesco PowerShares Capital Management
Daniel Gamba
Daniel Gamba
Managing Director, Head of BlackRock's iShares
Americas Institutional Business
iShares by BlackRock
Anthony Rochte
Anthony Rochte
President, Fidelity SelectCo
Fidelity Investments

12:15-12:40 p.m.

Bitcoin, 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.
Tyler Winklevoss
Tyler Winklevoss
Principal
Winklevoss Capital
Cameron Winklevoss
Cameron Winklevoss
Principal
Winklevoss Capital

12:40 - 2:00 p.m.

KEYNOTE LUNCHEON ADDRESS
Phil Simms
New York Giant icon, the voice of Thursday Night Football and Super Bowl XXI Champion & MVP Phil Simms shares highlights from his career, what it was like to play in the Big Apple and insights from a Super Bowl locker room.
Phil Simms
Phil Simms
Former NFL Quarterback & Super Bowl MVP

2:10 - 3:00 p.m. TRACK SESSIONS BEGIN

Global 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
Moderator:
Spencer Bogart
Spencer Bogart
Senior ETF Analyst
ETF.com
Panelists:
Darshan Bhatt
Darshan Bhatt
Co-Founder & Deputy CIO
Glovista Investments
John Forlines
John Forlines III
Chairman & CIO
JAForlines
Ed Kerschner
Ed Kerschner
Vice Chairman
Emerging Global Advisors
Rethinking 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
Moderator:
Elisabeth Kashner
Elisabeth Kashner
Director of Research
ETF.com
Panelists:
Pramod Atluri
Pramod Atluri
Portfolio Manager
Fidelity Investments
Sean Clark
Sean Clark
CIO
Clark Capital Management Group
Francis Rodilosso
Francis Rodilosso
Senior Investment Officer, Fixed Income ETFs
Van Eck Global/Market Vectors ETFs
Reading 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?
Moderator:
Drew Voros
Drew Voros
Editor-in-Chief
ETF.com
Panelists:
Robert Guttschow
Robert Guttschow
Senior Portfolio Manager
First Trust Advisors
Kevin Kerr
Kevin Kerr
Managing Editor
Commodities Watch
VIX & Volatility: An Expensive Hedge
& Why You Need To Own It
Summer 2014 was the lowest-volatility period in stock market history. Why on Earth would you be looking at investing in volatility? Hear why this difficult hedge to manage still makes sense in client portfolios, and how to manage a volatility hedge without getting burned.

  • Reducing tail risk: Effective volatility strategies for every portfolio
  • Alternatives to traditional futures-based products
  • Should you ever buy VIX-based ETFs?
Moderator:
Paul Britt
Paul Britt
Senior ETF Analyst
ETF.com
Panelists:
Cory Burnell
Cory Burnell
CIO
BluePrint Wealth Partners
Nick Cherney
Nick Cherney
CIO
VelocityShares
Tim Edwards
Tim Edwards
Director of Index
Investment Strategy
S&P Dow Jones Indices

3:00-3:50 p.m. TRACK SESSIONS

To 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?
Moderator:
Brian O'Donnell
Brian O'Donnell
MD, co-Head of Institutional iShares Sales
iShares by BlackRock
Panelists:
Robbie Cannon
Robbie Cannon
President & CEO
Horizon Investments
Thomas Fox
Thomas Fox
CIO
Quantitative Advantage
Tyler Mordy
Tyler Mordy
President & co-CIO
HAHN Investment Stewards
World 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
Moderator:
Dennis Hudachek
Senior ETF Analyst
ETF.com
Panelists:
David Garff
David Garff
President & CIO
Accuvest Global Advisors
David  Cleary
Luke Oliver
Head of Capital Markets, Passive Investments Americas
Deutsche Asset & Wealth Management
Jay Pelosky
Jay Pelosky
Principal
J2Z Advisory, LLC.
MLPs & 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!)
Moderator:
Rachael Revesz
Rachael Revesz
Staff Writer
ETF.com
Panelists:
Mariana Bush
Mariana Bush
Head of CEF & ETP Research
Wells Fargo Advisors
Rod Jones
Rod Jones
Head of Sales North America, Managing Director
STOXX Ltd.
Mitch Reiner
Mitch Reiner
Managing Partner
Wela Strategies
ETF 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)
Moderator:
Dave Nadig
Dave Nadig
CIO
ETF.com
Panelists:
Sanjay Chablaney
Sanjay Chablaney
Director, Head of ETF Trading for the Americas
Bank of America
Merrill Lynch
Brian King
Brian King
Director of Listings
BATS Exchange
Michael Kutsaya
Michael Kutsaya
Head of Portfolio Implementation
Brinker Capital
David Mann
David Mann
Head of Client Execution Services
iShares by BlackRock

3:50 - 4:20 p.m.

Afternoon Networking Break

4:20 - 5:10 p.m.

Smart 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.
Moderator:
OlivierLudwig
Olivier "Olly" Ludwig
Managing Editor
ETF.com
Panelists:
Jonathan Horton
Jonathan Horton
President
FTSE North America
James McGowan
James McGowan
Executive Director
J.P. Morgan
Raina Oberoi
Raina Oberoi
Vice President, Index Applied Research
MSCI
Luciano Siracusano
Luciano Siracusano
Chief Investment Strategist
WisdomTree Asset Management

5:10 - 6:00 p.m.

CLOSING KEYNOTE
Robert Kaplan: Making Sense of the South China Sea
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
Robert  Kaplan
Robert Kaplan
Chief Geopolitical Analyst
Stratfor

6:00 - 8:00 p.m.

Yacht Reception: (Open to All Attendees)

Tuesday, January 27, 2015

6:00 - 8:00 a.m.

CrossFit and/or Running Club (preregistration required)
  • CrossFit Session I: 6:30 - 7:30 a.m.
  • CrossFit Session II: 7:30 - 8:30 a.m.


  • ETF.com Running Club: 6:30 - 7:30 a.m.

8:00 - 8:50 a.m.

Breakfast Workshops

8:50 - 9:00 a.m.

Chairperson's Remarks: Vanguard
Martha King
Martha King
MD, Head of U.S. Financial Intermediaries
Vanguard

9:00 - 9:40 a.m.

MORNING 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.
Jeffrey Gundlach
Jeff Gundlach
CEO & CIO
DoubleLine Capital

9:40 - 10:30 a.m.

Bonds? 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.
Moderator:
Dave Nadig
Dave Nadig
CIO
ETF.com
Panelists:
Orhan Imer
Orhan Imer
Senior Portfolio Manager, Head of Inflation, LDI & Fixed Income Index Solutions
Columbia Management
James Rieger
James R. (JR) Rieger
Global Head of Fixed Income Indices
S&P Dow Jones Indices
Steve Sachs
Steve Sachs
Head of Capital Markets
ProShares
Jerome Schneider
Jerome Schneider
Managing Director
Head of PIMCO's Short-Term and Funding Desk
PIMCO
Matthew Tucker
Matthew Tucker
Head of iShares Fixed Income Strategy
iShares by BlackRock

10:30 - 11:00 a.m.

Morning Networking Break

11:00 - 11:50 a.m.

The 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?
Moderator:
MattHougan
Matt Hougan
President
ETF.com
Panelists:
Ric Edelman
Ric Edelman
Chairman & CEO
Edelman Financial Services
Adam Nash
Adam Nash
CEO
Wealthfront

11:50 a.m. – 12:40 p.m.

Smart 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. We promise you'll be surprised by some of the answers to tough "show me the money" questions.
Moderator:
Paul Britt
Paul Britt
Senior ETF Specialist
ETF.com
Panelists:
Benjamin Blaisdell
Benjamin Blaisdell
Managing Director, Investment Solutions Executive
U.S. Trust
Robert Hughes
Robert Hughes
Vice President, Global Head – Index Services
NASDAQ OMX Global Indexes
Brent Leadbetter
Brent Leadbetter
Vice President, Client Strategies
Research Affiliates
Jan-Carl Plagge
Jan-Carl Plagge
Director, Business Development
STOXX Ltd.
Shundrawn Thomas
Shundrawn Thomas
EVP, Head of Funds and Managed Accounts Group
Northern Trust Asset Management

12:40 - 2:00 p.m.

MORNING KEYNOTE ADDRESS
Brad Katsuyama
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.
Brad Katsuyama
Brad Katsuyama
CEO
IEX Group

2:10 - 3:00 p.m. TRACK SESSIONS BEGIN

Gold: Is It Still Too Early? Is It Always Too Late?
Say what you will about gold—everyone has an opinion. Is it either the only true reserve currency and a perpetual store of value, or just a window on investor psychology? Today's volatile markets suggest no one knows for sure. This session explores:

  • What will it take to get a sustained rally in gold?
  • Will easy money make gold irrelevant? Or even more important?
  • Pros and cons: Gold in the mattress, in a company or an ETF
Moderator:
DrewVoros
Drew Voros
Editor-in-Chief
ETF.com
Panelists:
James Breech
James Breech
President & CEO
Cougar Global Investments
Peter Hug
Peter Hug
Director, Precious Metals Division
Kitco
You 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?
Moderator:
OlivierLudwig
Olivier "Olly" Ludwig
Managing Editor
ETF.com
Panelists:
David Blitzer
David Blitzer
MD & Chairman of the Index Committee
S&P Dow Jones Indices
Dave Gedeon
Dave Gedeon
Associate Vice President
NASDAQ OMX Global Information Services
Andrew Lapthorne
Andrew Lapthorne
Head of Equity Quantitative Research
Société Générale
Michael Vogelzang
Michael Vogelzang
CIO
Boston Advisors
You'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
Moderator:
Dennis Hudachek
Senior ETF Analyst
ETF.com
Panelists:
William Ferrell
William Ferrell
Managing Partner
Ferrell Capital Management
Raina Oberoi
Raina Oberoi
Vice President, Index Applied Research
MSCI
Paul Simon
Paul Simon
CIO
Tactical Allocation Group
Nick Smithie
Nick Smithie
Chief Investment Strategist
Emerging Global Advisors
ETF 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 generate income, manage risk and profit from short-term macro insights.

  • Beyond the buy-write: How options really work in a portfolio
  • Understanding option liquidity and trading
  • How advisors are winning business with options strategies
Moderator:
Paul Britt
Paul Britt
Senior ETF Specialist
ETF.com
Panelists:
Kim Arthur
Kim Arthur
CEO and Portfolio Manager
Main Management
Howard Atkinson
Howard Atkinson
Managing Director
Horizons ETFs USA
Thomas McKeon
Thomas McKeon
Principal
Clothier Springs Capital Management

3:00-3:25 p.m. TRACK SESSIONS

The 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.
David 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 is allocating resources.
Presenter:
David Kotok
David Kotok
Chairman & CIO
Cumberland Advisors
Michael 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.
Presenter:
Michael Jones
Michael Jones
CIO
RiverFront Investment Group
Catherine 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.
Presenter:
Catherine Wood
Catherine Wood
CEO & Founder
ARK Investment Management

3:25-3:50 p.m. TRACK SESSIONS

Heidi 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 is advising its clients to invest where others aren't.
Presenter:
Heidi Richardson
Heidi Richardson
Managing Director, Global Investment Strategist
iShares by BlackRock
Dave Underwood: Why the Arizona State Retirement System Uses ETFs
ETFs have largely been considered a tool for retail investors. But with the recent developments of innovative exposures and ever- lower fees, ETFs are gaining traction in institutional portfolios. Hear why a large state retirement plan has embraced ETFs … and how it is changing its approach to managing money.
Presenter:
Dave Underwood
Dave Underwood
Assistant Chief Investment Officer
Officer Arizona

3:50 - 4:20 p.m.

Afternoon Networking Break

4:20 - 5:10 p.m.

Carville & 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?
Moderator:
Bob Pisani
Bob Pisani
"On-Air Stocks" Editor
CNBC
Panelists:
James Carville
James Carville
Political Icon & FOX News Contributor
Karl Rove
Karl Rove
Former Deputy Chief of Staff & Senior Advisor to President
George W. Bush

5:10 - 7:00 p.m.

Pool Party

8:00 - 10:00 p.m.

An Evening With Bill Cosby
Comedic legend Bill Cosby takes the stage at the 8th annual Inside ETFs conference, letting you know why he is "Far From Finished."
Bill Cosby
Bill Cosby
Legendary Comedian


Wednesday, January 28, 2015

6:00 - 8:00 a.m.

CrossFit and/or Running Club (preregistration required)
  • CrossFit Session I: 6:30 - 7:30 a.m.
  • CrossFit Session II: 7:30 - 8:30 a.m.


  • ETF.com Running Club: 6:30 - 7:30 a.m.

7:30 - 8:30 a.m.

Breakfast for Delegates & Speakers

8:30 - 8:40 a.m.

Chairperson's Remarks
Martha King
Martha King
MD, Head of U.S. Financial Intermediaries
Vanguard

8:40 - 9:30 a.m.

The Big Fed Debate: Schiff 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 Peter Schiff square off to debate the future of the American economy, Fed policy and much more.
Moderator:
OlivierLudwig
Olivier "Olly" Ludwig
Managing Editor
ETF.com
Panelists:
Dennis Gartman
Dennis Gartman
Founder
The Gartman Letter
Peter Schiff
Peter Schiff
CEO & Chief Global Strategist
Euro Pacific Capital

9:30 - 10:20 a.m. TRACK SESSIONS BEGIN

Smart Beta 3: Three Innovative Approaches to Managing Risk & Raising Return
In the last of our three-part smart beta series, hear a cutting-edge expert discuss his 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
Moderator:
Spencer Bogart
Senior ETF Analyst
ETF.com
Panelist:
Ben Johnson
Ben Johnson, CFA
Global Director of Passive Funds Research
Morningstar, Inc.
Theodore Lucas
Theodore Lucas
Managing Partner, Investment and Risk Management
Lattice Strategies
Sectors: 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
Moderator:
Dennis Hudachek
Senior ETF Analyst
ETF.com
Panelists:
Kenneth Heck
Kenneth Heck
CFO & Senior Director of Portfolio Management
Heck Capital Advisors
Raman Subramanian
Raman Aylur Subramanian
Managing Director & Head of Index Applied Research for the Americas
MSCI
The 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 is talking about it
Moderator:
MattHougan
Matt Hougan
President
ETF.com
Panelists:
Todd Clarke
Todd Clarke
CEO
CLS Investments
Lynne Kinney
Lynne Kinney
Principal
CKW Financial Group
Scott  E. Silverman
Scott E. Silverman, CIMA
SVP, Business Development
Innealta Capital

10:20 - 10:40 a.m.

Networking Break

10:40 - 11:30 a.m. TRACK SESSIONS CONTINUE

Liquid 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? Three of the world's leading experts on liquid alts discuss what's next ... and what strategies should be left on the cutting-room floor.

  • Liquid-alt ETFs: Can you package alternative returns in a liquid product?
  • Illiquid exposures: New tools for growth
  • What can go wrong?
Moderator:
Paul Britt
Paul Britt
Senior ETF Specialist
ETF.com
Panelists:
Simeon Hyman
Simeon Hyman
Head of Investment Strategy
ProShares
Lorraine Wang
Lorraine Wang
Head of Global ETF Products & Research
Invesco PowerShares Capital Management
Institutional 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
Moderator:
Elisabeth Kashner
Elisabeth Kashner
Director of Research
ETF.com
Panelists:
Paul Bosse
Paul Bosse
Principal, Investment Strategy Group
Vanguard
Brett Hammond
Brett Hammond
Managing Director & Head of Index Applied Research
MSCI
Massimo Santicchia
Massimo Santicchia
Co-Founder & CIO
Crest Investment Partners
DIY: 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?
Moderator:
Dave Nadig
Dave Nadig
CIO
ETF.com
Panelists:
Frank Koudelka
Frank Koudelka
Senior Vice President – ETF Product Specialist
State Street Global Services
Kathleen Moriarty
Kathleen Moriarty
Partner
Katten Muchin Rosenman

11:30 a.m. - 12:10 p.m.

CLOSING KEYNOTE
Meredith Whitney
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.
Meredith Whitney
Meredith Whitney
Co-founder & Chief
Investment Officer
Kenbelle Capital LP
 
 
Sponsor Opportunities
If you're interested in sponsorship opportunities please contact:

Noel Smith
nsmith@etf.com
646-558-6985

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

IndexUniverse is excited
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