ETFGI Global ETFs Insights Summit – New York 2020

The Metropolitan Club, New York

Event Details

 

DRAFT AGENDA 
(Final Program will be Tailored to Issues Specific to each Jurisdiction)

 

8:00 am – 8:50 am   Registration and Breakfast
8:50 am – 9:00 am   Opening Remarks 

Deborah Fuhr, Managing Partner, Founder, Owner, ETFGI
9:00 am – 9:45 am   Global Economic Outlook – Politics and Policy and the Impact on Investments    

  • Current outlook for the global and regional economies
  • Trade wars
  • US tension with China and North Korea
  • Brexit update

9:45 am – 10:15 am   Keynote Address
10:15 am – 11:00 am  How Regulations are Impacting Investor Choice

  • How are regulations impacting ETFs, indices and investment product development in major regions of the world
  • Review of regulations impacting ETF trading and liquidity
  • Update on the US ETF rule, non-transparent active
  • Meeting regulatory requirements: proficiency, suitability, disclosure

11:00 am – 11:30 am  Refreshment and Networking Break
11:30 am – 12:00 pm  Global Insight on the Use of ETFs

  • How is the use of ETFs changing by institutional investors and financial advisors
  • Where are the flows going?
  • Review of product innovation trends
  • Fee wars

Deborah Fuhr, Managing Partner, Founder and Owner, ETFGI
12:00 pm – 12:45 pm  Leaders from the ETF Ecosystem Discuss the Key Challenges and Opportunities 

  • Impact of ETFs on trading and the markets in general
  • Understanding and evaluating ETF liquidity
  • Examination of the need for specific trading rules for ETFs
  • Review of product innovation trends

12:45 pm – 1:45 pm  Networking Luncheon 
1:45 pm – 2:30 pm  How Are Institutions and Financial Advisors Using ETFs 

  • What is ESG and how is it being implemented in portfolios?
  • Who is using fixed income ETFs and how are they being used?
  • Will thematic investing replaced sector investing?
  • What are the trends in the use of Smart beta, active and alt investing?

2:30 pm – 4:00 pm  Refreshment and Sponsor Workshops
Breaking into smaller groups at tables hosted by sponsors, participants will have the opportunity to discuss with their peers topics of importance and interest raised earlier in the day relating to ETFs, as well as raise any questions with, and obtain guidance from, outside experts. The seating will rotate after 45 minutes.
4:00 pm – 4:45 pm  What are the Future Trends that Will Impact Investor and ETFs 

  • Millennials and women investors impact on products and advisors
  • How and where are we likely to see Crypto ETFs and who will use them
  • Can Robo advisors and digital platforms be profitable

4:45 pm – 4:50 pm  Closing Remarks