ETF Ecosystem Unwrapped

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ETFs continued their meteoric rise in Europe last year posting over €100bn inflows for the second year in a row taking the market’s assets under management (AUM) to €1.1trn.

ETF Stream’s inaugural ETF Ecosystem Unwrapped event on 26 and 27 May will provide both investors and industry participants with invaluable insights into the exchange-traded fund universe.

Topics will include:

  • ETF selection: The role of ETFs within a portfolio and best practices for ETF selection
  • Asset allocation: Analysing the key macro developments to look for over the next 12 months
  • The rise of ESG ETFs
  • Where product innovation is needed to ensure the future growth of ETFs
  • Key regulatory developments in the European ETF space
  • Best ETF execution practices
  • Diversity: What more is needed?

Day One is for the practitioner; professional investors who want to understand the dos and don’ts of ETF investing.

Target audience: Wealth managers, family offices, private banks, institutional investors

Day Two is for the industry, to discuss key developments taking place across the European ETF ecosystem.

Target audience: Market makers, index providers, exchanges, custodians, regulators, capital markets, broker/dealers, issuers

Please note that this event is exclusive to UK and European participants and attendance is subject to approval by ETF Stream.

For any questions please contact events@etfstream.com

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Agenda 

Day One - 26 May 


8:40-9:05am Breakfast workshop on the outlook for ETFs (investors only)
Athanasios Psarofagis, ETF Analyst, Bloomberg Intelligence

9:05-9:15am Opening remarks

Session 1 Portfolio construction

9:15-9:45am Opening keynote
Vincent Deluard, Director - Global Macro Strategy, StoneX Group

9:45-10:20am Panel ETF selection: What makes a good ETF?
With issuers launching ETFs at record rates, investors now have a huge arsenal of products at their disposal to build the perfect portfolio. However, as ETFs become more complex, choosing the right product is more important than ever. This panel will explore the key factors to take into account such as liquidity, tracking error and index selection.
Brendan Ashe, Head of ETFs, HSBC Private Bank

10:20-10:35am In the hotseat: ETF closures and what they mean for investors
Detlef Glow, Head of EMEA Lipper Research, London Stock Exchange

10:35-11:05am Breakout Sessions and networking

Session 2 Asset allocation

11:05-11:40am Fund selector panel: Inflation, central banks and black swans: What are the big risks facing markets?
Markets have had a strong start to the year with the cyclical rebound taking shape as economies begins to emerge out of nation-wide lockdowns. However, there are many risks investors need to consider such as a spike in inflation or a delay in the vaccine rollouts. How should investors be positioned as we enter the post-COVID-19 era of investing?
Norman Villamin, CIO Wealth Management, Union Bancaire Privée (UBP)
Evangelos Assimakos, Investment Director, Rathbones
Francis Chua, Fund Manager, Legal & General Investment Management

11:40am-12:10pm The Big Interview: Analysing the ‘new normal’ in a post-coronavirus environment
George Magnus, Research Associate at the China Centre, Oxford University

12:10-12:40pm Sponsor breakout sessions

12:20-2:00pm Lunch

Session 3 ESG and fixed income ETFs

2:00-2:30pm Keynote

2:30-3:05pm Panel ESG ETFs: Investigating the sustainable boom
2020 was certainly the year of sustainable investing with ESG ETFs posting a 137% increase in assets from the year previous. As more and more sustainable ETFs hit the market, this panel will analyse the opportunities and pitfalls to look for when examining this rapidly developing market.
Juha Venaleinen, Senior Portfolio Manager, Cross Asset Allocation, Ilmarinen
Paris Jordan, Multi-Asset Analyst, Waverton Investment Management

3:05-3:40pm Panel Fixed income ETFs: Time for rapid growth?
Fixed income ETFs passed their biggest stress test during the extreme volatility last March leading to more institutional investors using the wrapper as both a liquidity management tool and for strategic asset allocation purposes. This panel will explore the shift in fixed income ETF usage while examining where future innovation is needed to meet investor demand.
Irene Bauer, CIO, Twenty20 Investments
Raymond Backreedy, CIO, Sparrows Capital

3:40-4:10pm Breakout sessions and networking

Session 4 ETF Innovation

4:10-4:40pm Keynote
Gregg Guerin, Senior Product Specialist, First Trust

4:40-5:15pm Panel ETF innovation: Where is further product development needed?
Despite business plans being put on hold by coronavirus in H1 2020, ETF issuers were still active in bringing innovative strategies to market. Thematics, ESG and fixed income are all areas where investors are demanding the latest trend or more specific exposures. This panel will discuss some of these themes and where further innovation is needed.
Moderator: Fabrizio Zumbo, Associate Director, European Asset and Wealth Management Research, Cerulli Associates
Henry Cobbe, Head of Research, Elston Consulting
Pacome Breton, Director of Investment Risk, Nutmeg

5.15-5.30pm Closing remarks
Tom Eckett, Editor, ETF Stream and David Stevenson, Columnist, Financial Times

Day Two - 27 May


8:40-9:05am Breakfast workshop 

9:05-9:15am Opening remarks

Session 1 Leaders

9:15-9:50am Panel CEO session: Future developments in the European ETF industry
The European ETF industry appears in good health following the stress test in March 2020, however, the landscape is becoming more competitive with new players entering the market. What are the key trends to look for over the next five years and how are ETF issuers adapting to the post-COVID-19 environment?
Matteo Andreetto, Head of SPDR ETFs EMEA, State Street Global Advisors
Marie Dzanis, Head of Asset Management in EMEA, Northern Trust Asset Management

9:50-10:20am 1v1 interview Exchanges: Making the ecosystem tick
Brieuc Louchard, Business Development Manager for ETFs and Funds, Euronext

10:20-10:40am In the hot-seat: Entering the European ETF market

10:40-11:05am Breakout Sessions and networking

Session 2 ETF regulation

11:05-11:40am Panel Policy and regulation: Key developments in the European ETF space
The exponential rise of ETFs has led to regulators taking a keen interest in the industry. There have been some crucial developments over the last few years including the introduction of MiFID II, non-transparent ETFs and the incoming CSDR directive in 2022. How are regulators responding to the concerns highlighted by the industry around these and other topics?
Moderator: Keshava Shastry, Chair of ETF Task Force, EFAMA
Ciaran Fitzpatrick, Head of ETF Servicing, Europe, State Street
Tara O’Reilly, Partner and Co-Head Asset Management and Investment Funds, Arthur Cox

11:40am-12:10pm The Big Interview: The future of the asset management industry
Martin Gilbert, Chairman, Revolut

12:10-12:40pm Sponsor breakout sessions

12:10-2:00pm Lunch

Session 3 European ETF ecosystem

2-2:35pm Panel ETF liquidity: Improving market structure
Regulator and industry body concerns around ETFs appeared to calm after the ETF wrapper showed its resilience during the coronavirus turmoil, however, fragmentation issues continues to hamper ETF liquidity in Europe. What are the big challenges facing the ETF market and what steps are needed to improve market structure?

2:35-3:05pm 1v1 interview Best ETF execution practices
Daniel Izzo, CEO, GHCO

3:05-3:35pm Breakout sessions and networking

Session 4 Diversity

3:35-4:10pm Panel Women In ETFs: Outlook for the European ETF Industry
The ETF industry has been at the forefront of financial services in tackling gender equality issues aided by organisations such as Women In ETFs, however, there is still a long way to go. What can the ETF industry do more to tackle diversification issues?
Moderator: Deborah Fuhr, Co-Founder, Women In ETFs
Isabelle Bourcier, Head of Quantitative and Index Management, BNP Paribas Asset Management
Nicola Comninos, Group Chief Risk Officer, JSE
Silvia Bosoni, Head of ETFs, ETPs and Open End Funds, Borsa Italiana

4:10-4:40pm Closing keynote
Gavin Lewis, Managing Director, BlackRock and Co-Founder, #TalkAboutBlack

4.40-4.45pm Closing remarks

Speakers