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Agenda

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

SUNDAY, January 25, 2015

1:00 - 1:05 p.m.

Opening Remarks

1:05 - 2:00 p.m.

ETFs 101: Fundamentals and Risks
a. How ETFs Work
b. Risks to Avoid
c. How to Trade ETFs

2:00 - 2:50 p.m.

ETFs 201: How to Choose the Best ETF in Every Asset Class

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

3:30 - 4:30 p.m.

ETFs 301: Special Situations – Challenging Areas of the ETF Market
a. Smart Beta and Next Generation Indexing
b. Fixed-Income and Bond ETF Portfolios
c. Commodities, Alternatives and Other Diversifying Tools

4:30 - 4:50 p.m.

Networking Break

4:50 - 5:10 p.m.

ETF Portfolio Fixed-Income X-Ray: A Conversation With Sage CIO Bob Smith

5:10 – 6:00 p.m.

Commencement Address

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 (registration opening soon)




6:30 a.m.

Running Club (registration opening soon)

7:30 - 8:30 a.m.

Registration Opens; Breakfast for Speakers and Delegates

8:30 - 8:40 a.m.

Welcome & Opening Remarks
ETF.com

8:40 - 9:00 a.m.

Chairperson's Introduction

9:00 - 9:30 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 advisors get their portfolios out of neutral and into gear during the next market cycle.

9:30 - 10:30 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.

10:30 – 11:20 a.m.

Morning Networking Break

11:00 - 11:50 a.m.

Rob Arnott: Market Cap Weighting & the Greatest Lie Ever Told
We've all been told that market-cap-weighted indexing is the baseline approach to investing. What if that's not true? In this highly anticipated talk, investing legend Rob Arnott lays out his vision for how to build portfolios that truly deliver in today's challenging environment.

11:50 a.m. - 12:40 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

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.
Presenter:
Phil Simms
Phil Simms
Former NFL Quarterback

2:10 - 3:00 p.m. BREAKOUT SESSIONS COMMENCE

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
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
Reading Commodity Tea Leaves: New Supercycle or 20-Year Bear?
After an epic collapse, commodity prices are showing signs of life. If you're not investing in commodities, you won't want to miss leading experts tell you why you're missing out. If you are, you'll be challenged by their unconventional wisdom.

  • What will be 2015's best-performing commodity?
  • Does broad exposure still work?
  • Are commodities still a good diversifier?
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?

3:00 - 3:50 p.m.

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?
World War 3: 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
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!)
ETF Trading: Myths, Horror Stories & Winning
Intraday trading is one of the greatest advantages ETFs offer. It's also one of the riskiest. In this challenging session, hear real-life horror stories of trades gone wrong ... and learn real-life strategies for how to protect yourself against bad outcomes.

  • How to scale your trading operations as you grow
  • Evaluating true ETF liquidity
  • 5 mistakes you should never make (again)

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 the backtests? ETF.com CEO Jim Wiandt asks the tough questions of the smartest people in quantitative finance, determining if smart beta is the future of index investing.

5:10 - 6:00 p.m.

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.

6:00 - 8:00 p.m.

Yacht Reception: Open to All Attendees

Tuesday, January 27, 2015

6:30 - 8:00 a.m.

CrossFit (registration opening soon)




6:30 a.m.

Running Club (registration opening soon)

8:00 - 8:50 a.m.

Breakfast Workshops

8:50 - 9:00 a.m.

Opening Remarks: 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.
Presenter:
Jeffrey Gundlach
Jeffrey E. Gundlach
Chief Executive Officer & Chief Investment Officer
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.

10:30 - 10:50 a.m.

Morning Networking Break

10:50 – 11:40 a.m.

The Future of Financial Advice: Man vs. Machine
Ric Edelman and 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?

11:40 a.m. – 12:30 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.

12:30 – 1:50 p.m.

Keynote Luncheon Address
You want financial innovation? Hear how two brothers from New York latched onto a cryptographic oddity and helped put an entirely new currency—bitcoin—on the map.

2:00 – 2:50 p.m. BREAKOUT SESSIONS COMMENCE

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.

  • 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
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?
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
ETF.com Analyst Battle Royale 2015: The Expert Debate
A crowd-favorite session from 2014 returns. In this fun, irreverent, game-show-style session, ETF.com Managing Editor Olly Ludwig holds ETF.com's own analyst team to account for their picks and pans. How do the smartest ETF analysts in the world choose between competing ETFs?

*ETFs Debated TBD

2:50 - 3:15 p.m.

The ETF Sessions
Taking a page from the Technology, Entertainment and Design conferences (TED), these short, innovative presentations are designed to entertain, inform and fundamentally change the way you think about investing.
TBD
Larry Swedroe: The Only Portfolio Advice You'll Ever Need
Michael Jones: You Shouldn't Own Bonds Anymore
TBD: When to Buy, When to Sell

3:15 - 3:40 p.m.

Part 2 of the ETF sessions features industry insiders taking aim at the hottest topics facing ETF investors, making sense of an increasingly confusing marketplace.
TOPIC TBD
TOPIC TBD
TOPIC TBD
TOPIC TBD

3:40 – 4:10 p.m.

Afternoon Networking Break

4:10 - 5:00 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? Don't miss this exquisitely timed opportunity to hear how things in Washington are going to change.
Presenters:
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

5:00 – 6:30 p.m.

Pool Side Reception

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."
Presenter:
Bill Cosby
Bill Cosby
Legendary Comedian


Wednesday, January 28, 2015

6:30 - 8:00 a.m.

CrossFit (registration opening soon)




6:30 a.m.

Running Club (registration opening soon)

8:00 - 8:30 a.m.

Breakfast for Delegates & Speakers

8:30 - 8:40 a.m.

Chairperson's Recap

8:40 - 9:30 a.m.

Schiff vs. Gartman: The Outlook for the American Economy
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, much more.

9:30 - 10:20 a.m. BREAKOUT SESSIONS COMMENCE

The Road to $1 Billion (And 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 both their successes and their mistakes. Topics include:

  • The keys to success: War stories and lessons learned
  • How to manage clients and portfolios at the same time
  • The biggest threat to the industry … and why no one is talking about it
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
Through A Glass Darkly: Nontransparent Active ETFs
A new generation of nontransparent ETF structures promises to open the floodgates on the growth of active ETFs. What do you need to know about these new products?

  • How the nontransparent wrapper works
  • Tools for evaluating actively managed ETFs
  • Will active management work in the ETF space?

10:20 – 10:40 a.m.

Networking Break

10:40 - 11:30 a.m. BREAKOUT SESSIONS COMMENCE

Liquid Alternatives: Generating Noncorrelated Returns With ETFs
Leading advisors are rapidly scaling up exposure to liquid alts from 0-10%, or in some cases, 20% of investor portfolios. Should you join this? 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?
Session TBD
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

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.
Presenter:
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:

Lindsey Markewitz
lmarkewitz@etf.com
415-659-9012

IndexUniverse is excited
to announce our new name: