QS Investors is one of nine subsidiary firms of Legg Mason, and is where the quantitative solutions for institutional investors are found. The majority of its USD15 billion in assets is in quant solutions which marry the firm’s research to client needs, says Nick Hooten, Head of Investment Solutions, at the firm. Hooten will be joining the ETFs in Depth panel at etfLIVE US in October this year.
A desire to work as close to the markets and a love of finance drove Rumi Mahmood to his current role as Investment Analyst at Nutmeg. He started his career as an engineer in the oil industry and then moved over to finance, working at Bank of New York Mellon in global securities.
Tracking the major regulatory market developments in ETFs, and what they mean for clients keeps Sean Tuffy (pictured), Director, Head of Market & Regulatory Intelligence, Securities Services, Citi, and his team busy.
State Street dominates the ETF industry in Ireland, and Ireland dominates the ETF industry across Europe. Ciarán Fitzpatrick (pictured), Managing Director & Head of ETF Servicing Ireland, State Street, explains that Ireland is the firm’s largest domicile for ETFs outside of the US, with over 500 ETFs serviced across 10 clients and USD450 billion in assets under administration in Ireland, representing 83 per cent of the Irish market.
Having trained with Dillon Eustace, Brian Higgins (pictured), partner, returned some 14 years ago and is now in the happy position of being with Ireland’s largest law firm in the funds industry, and working with Dublin-registered ETFs. Higgins is joining the regulatory panel for etfLIVE Europe, discussing the rapid rise of the ETF industry and the potential impact of MiFID II changes and the potential for active ETFs in Europe.
It’s less than a week now until etfLive Europe, our essential online event for institutional investors, fund managers and wealth advisers, kicks off with a programme of panel discussions, Q&A sessions and presentations spread over three days (19-21 May).
Two more panelists have joined the line-up of experts taking part in the inaugural etfLIVE Europe event from 19-21 May, 2020 – Rumi Mahmood, an investment analyst at Nutmeg, and Irene Bauer, CIO and Founding Partner of Twenty20 Investments.
Patrick Mattar was an early convert to the advantages of ETFs and will be joining the first panel at etfLIVE in May 2020. Mattar started his career at Standard Life Investments as an active manager and first heard of passive investing in the late 1990s when a team he was working with lost money to a passive fund.
The principal opposer in etfLIVE’s debate, ‘This house believes ETFs will ultimately increase instability in the capital markets’, is Allan Lane (pictured), co-founder of Algo-Chain, a model portfolio firm which exclusively uses ETFs.