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

ETF UNIVERSITY 2015

Sunday, January 25, 2015
  • 11:00 am - 6:00 pm
    Registration Available
  • 1:00 pm - 1:05 pm
    Opening Remarks
  • 1:05 pm - 2:00 pm

    Presenters

    Matt Hougan
    President
    ETF.com
    Michael Iachini
    Managing Director, ETF Research
    Charles Schwab Investment Advisoryte
    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
       
  • 2:00 pm - 2:50 pm

    Presenters

    Dave Nadig
    CIO
    ETF.com
    Todd Rosenbluth
    Director of ETF and Mutual Fund Research
    S&P Capital IQ Equity Research
    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.

  • 2:50 pm - 3:10 pm
    Networking Break
  • 3:10 pm - 3:30 pm

    Moderator

    Drew Voros
    Editor-in-Chief
    ETF.com
    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.

  • 3:30 pm - 4:30 pm

    Presenters

    Robert Deutsch
    Managing Director
    J.P. Morgan Asset Management
    Elisabeth Kashner
    Director of Research
    ETF.com
    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
       
  • 4:30 pm - 4:50 pm
    Refreshment Break
  • 4:50 pm - 5:10 pm

    Moderator

    Olivier Ludwig
    Managing Editor
    ETF.com
    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.

  • 5:10 pm - 6:00 pm
    Larry Swedroe
    Managing Principal & Director of Research
    Buckingham Family of Financial Services & the BAM Alliance
    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.

  • 6:00 pm - 8:00 pm
    Welcome Reception for all Attendees (Casual Dress Encouraged)

    Sponsored By:

Monday, January 26, 2015
  • 6:30 am - 8:00 am
    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.
     

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

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

    Sponsored By:

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

    Sponsored By:

  • 8:30 am - 8:35 am
    Jim Wiandt
    Founder & CEO
    ETF.com
    Welcome & Opening Remarks: ETF.com
  • 8:35 am - 8:55 am
    Joseph Davis
    Chief Economist
    Vanguard
    Chairperson's Introduction
  • 8:55 am - 9:25 am

    Presenters

    Matt Hougan
    President
    ETF.com
    Dave Nadig
    CIO
    ETF.com
    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.

  • 9:25 am - 10:15 am

    Moderator

    Rachael Revesz
    Staff Writer
    ETF.com
    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.

    Panelists

    Richard Bernstein
    CEO & CIO
    Richard Bernstein Advisors
    Mark Luschini
    Chief Investment Strategist
    Janney Montgomery Scott
    Bryan Olson
    President
    Windhaven Investment Management
    Brian Wesbury
    Chief Economist
    First Trust Advisors
  • 10:15 am - 10:45 am
    Morning Networking Break
  • 10:35 am - 11:25 am
    Robert Arnott
    Chairman & CEO
    Research Affiliates
    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
  • 11:25 am - 12:25 pm

    Moderator

    Jim Wiandt
    Founder & CEO
    ETF.com
    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

    Panelists

    William Belden
    Managing Director, Head of Product Development
    Guggenheim Investments
    Joel Dickson
    Global Head of Investment Research and Development
    Vanguard Investment Strategy Group
    Dan Draper
    Managing Director of Global ETFs
    Invesco PowerShares Capital Management
    Daniel Gamba
    Managing Director, Head of BlackRock's iShares Americas Institutional Business
    iShares by BlackRock
    Anthony Rochte
    President, Fidelity
    SelectCo Fidelity Investments
  • 12:25 pm - 12:50 pm
    Tyler Winklevoss
    Principal
    Winklevoss Capital
    Cameron Winklevoss
    Principal
    Winklevoss Capital
    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.

  • 12:50 pm - 2:00 pm
    Phil Simms
    Former NFL Quarterback
    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.

    Sponsored By:

  • 2:10 pm - 3:00 pm TRACK SESSIONS BEGIN
    A

    Moderator

    Rachael Revesz
    Staff Writer
    ETF.com
    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
       

    Panelists

    Darshan Bhatt
    Co-Founder & Deputy CIO
    Glovista Investments
    John Forlines III
    Chairman & CIO
    JAForlines
    Ed Kerschner
    Vice Chairman
    Emerging Global Advisors
  • B

    Moderator

    Elisabeth Kashner
    Director of Research
    ETF.com
    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 

    Panelists

    Pramod Atluri
    Portfolio Manager
    Fidelity Investments
    Sean Clark
    CIO
    Clark Capital Management Group
    Francis Rodilosso
    Senior Investment Officer, Fixed Income ETFs
    Van Eck Global/Market Vectors ETFs
  • C

    Moderator

    Drew Voros
    Editor-in-Chief
    ETF.com
    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?

    Panelists

    James Breech
    President & CEO
    Cougar Global Investments
    Robert Guttschow
    Senior Portfolio Manager
    First Trust Advisors
    Peter Hug
    Director, Precious Metals Division
    Kitco
    Kevin Kerr
    Managing Editor
    Commodities Watch
  • D

    Moderator

    Paul Britt
    Senior ETF Analyst
    ETF.com
    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?

    Panelists

    Cory Burnell
    CIO
    BluePrint Wealth Partners
    Nick Cherney
    CIO
    VelocityShares
    Tim Edwards
    Director of Index Investment Strategy
    S&P Dow Jones Indices
  • 3:00 pm - 3:50 pm TRACK SESSIONS
    A

    Moderator

    John Hyland
    Director, Head of ETF Investment Strategists
    BlackRock’s iShares
    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?

    Panelists

    Robbie Cannon
    President & CEO
    Horizon Investments
    James Ferrin
    Managing Director, Portfolio Management Group
    Quantitative Advantage
    Tyler Mordy
    President & co-CIO
    HAHN Investment Stewards

    Sponsored By:

  • B

    Moderator

    Dennis Hudachek
    Senior ETF Analyst
    ETF.com
    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

    Panelists

    David Garff
    President & CIO
    Accuvest Global Advisors
    Michael John Lytle
    Chief Development Officer
    Source
    Luke Oliver
    Head of Capital Markets, Passive Investments Americas
    Deutsche Asset & Wealth Management
    Jay Pelosky
    Principal
    J2Z Advisory, LLC.
  • C

    Moderator

    Tom Lydon
    Editor & Publisher
    ETF Trends
    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!)

    Panelists

    Mariana Bush
    Head of CEF & ETP Research
    Wells Fargo Advisors
    Rod Jones
    Head of Sales North America, Managing Director
    STOXX Ltd.
    Mitch Reiner
    Managing Partner
    Wela Strategies
  • D

    Moderator

    Dave Nadig
    CIO
    ETF.com
    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)

    Panelists

    Sanjay Chablaney
    Director, Head of ETF Trading for the Americas
    Bank of America Merrill Lynch
    Brian King
    Director of Listings
    BATS Exchange
    Michael Kutsaya
    Head of Portfolio Implementation
    Brinker Capital
    David Mann
    Head of Client Execution Services
    iShares by BlackRock
  • 3:50 pm - 4:20 pm
    Afternoon Networking Break
  • 4:20 pm - 5:10 pm

    Moderator

    Olivier Ludwig
    Managing Editor
    ETF.com
    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.

    Panelists

    Jonathan Horton
    President
    FTSE North America
    Lee Kranefuss
    Executive Chairman
    Source
    James McGowan
    Executive Director
    J.P. Morgan
    Raina Oberoi
    Vice President, Index Applied Research
    MSCI
    Luciano Siracusano
    Chief Investment Strategist
    WisdomTree Asset Management
  • 5:10 pm - 6:00 pm
    Robert D Kaplan
    Chief Geopolitical Analyst
    Stratfor
    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

    Sponsored By:

  • 6:00 pm - 8:00 pm
    Yacht Reception: (Open to All Attendees)

    Sponsored By:

Tuesday, January 27, 2015
  • 6:00 am - 8:00 am
    CrossFit and/or Running Club (preregistration required)
    • ETF.com Running Club: 6:30 - 7:30 a.m.

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

    Sponsored By:

  • 8:00 am - 8:50 am
    Breakfast Workshops
  • 8:50 am - 9:00 am
    Martha King
    MD, Head of U.S. Financial Intermediaries
    Vanguard
    Chairperson's Remarks: Vanguard
  • 9:00 am - 9:40 am
    Jeffrey Gundlach
    Chief Executive Officer & Chief Investment Officer
    DoubleLine Capital
    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.

  • 9:40 am - 10:30 am

    Moderator

    Dave Nadig
    CIO
    ETF.com
    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.

    Panelists

    Orhan Imer
    Senior Portfolio Manager, Head of Inflation, LDI & Fixed Income Index Solutions
    Columbia Management
    James Rieger
    Global Head of Fixed Income Indices
    S&P Dow Jones Indices
    Steve Sachs
    Head of Capital Markets
    ProShares
    Jerome Schneider
    Managing Director Head of PIMCO's Short-Term and Funding Desk
    PIMCO
    Matthew Tucker
    Head of iShares Fixed Income Strategy
    iShares by BlackRock
  • 10:30 am - 11:00 am
    Morning Networking Break
  • 11:00 am - 11:50 am

    Moderator

    Matt Hougan
    President
    ETF.com
    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?

    Panelists

    Ric Edelman
    Chairman & CEO
    Edelman Financial Services LLC
    Adam Nash
    CEO
    Wealthfront
  • 11:50 am - 12:40 pm

    Moderator

    Paul Britt
    Senior ETF Analyst
    ETF.com
    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.

    Panelists

    Benjamin Blaisdell
    Managing Director, Investment Solutions Executive
    U.S. Trust
    Robert Hughes
    Vice President, Global Head – Index Services
    NASDAQ OMX Global Indexes
    Brent Leadbetter
    Vice President, Client Strategies
    Research Affiliates
    Jan-Carl Plagge
    Director, Business Development
    STOXX Ltd.
    Shundrawn Thomas
    EVP, Head of Funds and Managed Accounts Group
    Northern Trust Asset Management
  • 12:40 pm - 2:00 pm
    Brad Katsuyama
    CEO
    IEX Group
    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.

    Sponsored By:

  • 2:10 pm - 3:00 pm TRACK SESSIONS BEGIN
    A

    Moderator

    Dave Nadig
    CIO
    ETF.com
    ETF 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 each participant plays in the trading of ETFs
    • Are all ETFs truly liquid, if not why
    • Pros and cons of ETF trading – Alpha generator or losers game

    Panelists

    Sabrina Gagliotta
    Global Head of Trading & Execution Consulting
    Bloomberg Tradebook LLC
    Chris Hempstead
    Head of ETF Sales
    KCG
  • B

    Moderator

    Olivier Ludwig
    Managing Editor
    ETF.com
    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?

    Panelists

    David Blitzer
    MD & Chairman of the Index Committee
    S&P Dow Jones Indices
    Dave Gedeon
    Associate Vice President
    NASDAQ OMX Global Information Services
    Andrew Lapthorne
    Head of Equity Quantitative Research
    Société Générale
    Michael Vogelzang
    CIO
    Boston Advisors
  • C

    Moderator

    Dennis Hudachek
    Senior ETF Analyst
    ETF.com
    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

    Panelists

    William Ferrell
    Managing Partner
    Ferrell Capital Management
    Raina Oberoi
    Vice President, Index Applied Research
    MSCI
    Paul Simon
    CIO
    Tactical Allocation Group
    Nicholas Smithie
    Chief Investment Strategist
    Emerging Global Advisors
  • D

    Moderator

    Paul Britt
    Senior ETF Analyst
    ETF.com
    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

    Panelists

    Kim Arthur
    CEO and Portfolio Manager
    Main Management
    Howard Atkinson
    Managing Director
    Horizons ETFs USA
    Thomas McKeon
    Principal
    Clothier Springs Capital Management
  • 3:00 pm - 3:25 pm 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.

  • A

    Presenter

    Phil Mackintosh
    Head of Trading Strategy & Analytics
    KCG
    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.

  • B

    Presenter

    David Mazza
    Vice President, Head of Research
    SSgA
    Bag the Agg: Where the Income Opportunities Are in 2015 and Beyond

    Is this it? Every year, economists and strategists tell us we are 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 is not coming anytime soon.

  • C

    Presenter

    Michael Jones
    CIO
    RiverFront Investment Group
    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.

  • D

    Presenter

    Catherine Wood
    CEO & Founder
    ARK Investment Management
    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.

  • 3:25 pm - 3:50 pm TRACK SESSIONS
    A

    Presenter

    Heidi Richardson
    Managing Director, Global Investment Strategist
    iShares by BlackRock
    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.

  • B

    Presenter

    Mitch Zacks
    Portfolio Manager
    Zacks Investment Management
    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.

  • C

    Presenter

    Dave Underwood
    Assistant Chief Investment Officer
    Officer Arizona
    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.

  • D

    Presenter

    David Kotok
    Chairman & CIO
    Cumberland Advisors
    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.

  • 3:50 pm - 4:20 pm
    Afternoon Networking Break
  • 4:20 pm - 5:10 pm

    Moderator

    Bob Pisani
    "On-Air Stocks" Editor
    CNBC
    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?

    Panelists

    James Carville
    Political Icon & FOX News Contributor
    Karl Rove
    Former Deputy Chief of Staff & Senior Advisor to President
    George W. Bush

    Sponsored By:

  • 5:10 pm - 7:00 pm
    Pool Party

    Sponsored By:

  • 8:00 pm - 10:00 pm
    Bill Cosby
    Legendary Comedian
    An Evening With Bill Cosby

    Bill Cosby is one of America's most influential stars. He has been compared to such great American humorists as Mark Twain, Buster Keaton and Jonathan Winters. Cosby broke the racial barrier of dramatic television when he co-starred in "I Spy" with Robert Culp. He is a renowned actor, best-selling author, Grammy-award winner and philanthropist. Cosby might have been a professional football player, but the world is richer in laughter because he decided on show business.

    Sponsored By:

Wednesday, January 28, 2015
  • 6:00 am - 8:00 am
    CrossFit and/or Running Club (preregistration required)
    • ETF.com Running Club: 6:30 - 7:30 a.m.

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

    Sponsored By:

  • 7:30 am - 8:30 am
    Breakfast for Delegates & Speakers
  • 8:30 am - 8:40 am
    Martha King
    MD, Head of U.S. Financial Intermediaries
    Vanguard
    Chairperson's Remarks
  • 8:40 am - 9:30 am

    Moderator

    Olivier Ludwig
    Managing Editor
    ETF.com
    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.

    Panelists

    Dennis Gartman
    Founder
    The Gartman Letter
    Peter Schiff
    CEO & Chief Global Strategist
    Euro Pacific Capital
  • 9:30 am - 10:20 am TRACK SESSIONS BEGIN
    A

    Moderator

    Spencer Bogart
    Senior ETF Analyst
    ETF.com
    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

    Panelists

    Rolf Agather
    Managing Director, Research & Innovation
    Russell Indexes
    Ben Johnson
    Global Director of Passive Funds Research
    Morningstar, Inc.
    Theodore Lucas
    Managing Partner, Investment and Risk Management
    Lattice Strategies
  • B

    Moderator

    Dennis Hudachek
    Senior ETF Analyst
    ETF.com
    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

    Panelists

    Kenneth Heck
    CFO & Senior Director of Portfolio Management
    Heck Capital Advisors
    Raman Aylur Subramanian
    Managing Director & Head of Index Applied Research for the Americas
    MSCI
  • C

    Moderator

    Matt Hougan
    President
    ETF.com
    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

    Panelists

    Todd Clarke
    CEO
    CLS Investments
    Lynne Kinney
    Principal
    CKW Financial Group
    Scott Silverman
    SVP, Business Development
    Innealta Capital

    Sponsored By:

  • 10:20 am - 10:40 am
    Networking Break
  • 10:40 am - 11:30 am TRACK SESSIONS CONTINUE
    A

    Moderator

    Paul Britt
    Senior ETF Analyst
    ETF.com
    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?

    Panelists

    Simeon Hyman
    Head of Investment Strategy
    ProShares
    Lorraine Wang
    Head of Global ETF Products & Research
    Invesco PowerShares Capital Management
  • B

    Moderator

    Elisabeth Kashner
    Director of Research
    ETF.com
    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

    Panelists

    Paul Bosse
    Principal, Investment Strategy Group
    Vanguard
    Brett Hammond
    Managing Director & Head of Index Applied Research
    MSCI
    Massimo Santicchia
    Co-Founder & CIO
    Crest Investment Partners
  • C

    Moderator

    Dave Nadig
    CIO
    ETF.com
    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?

    Panelists

    Frank Koudelka
    Senior Vice President – ETF Product Specialist
    State Street Global Services
    Kathleen Moriarty
    Partner
    Katten Muchin Rosenman
  • 11:30 am - 12:10 pm
    Meredith Whitney
    Co-founder & Chief Investment Officer
    Kenbelle Capital LP
    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.