ETF Express

etfLIVE North America

-

Online
US

Overview

Event Update

From 20 to 22 October, we're going digital. In light of the global Covid-19 pandemic, ETF Express will be moving some of its physical events online, including etfLIVE North America from 20 to 22 October. Expect an informative, engaging, online version of United States' etfLIVE event.

 

“Institutional use of ETFs"

 

A three-days event in front of a select audience of institutional investors, that will discuss and debate how ETFs can be used in an institutional portfolio.

For many, the ETF industry is a semi retail industry used by individuals, RFAs and wealth managers to achieve index exposure. But increasingly, institutional portfolio managers of all types are employing ETFs to achieve their investment goals.

ETF Express is pleased to bring you our three-days event to discuss the opportunities, and drill into the detail. We would be delighted to have you participate.

We are offering four principal sponsorships – the chance to Chair and shape one of the panels below. Each sponsor will work with our editor to agree the topics and select other speakers on the panel and will have two guest passes for the full event. There will also be the opportunity to set up virtual exhibition stands at the event.

Event Agenda
Date
Agenda Items
Time
Opening Address
Time
Panel Discussion 1: Investing in ETFs
  • This panel will detail the growth of ETF industry and current trends globally; its robustness in the face of market volatility

  • Examination of the US ETF figures and split between the institutional and retail audience and rise of the institutional investor in the US

Time
Issuer Presentation 1
Time
Floor Opens: Dedicated Networking Session
Time
Panel Discussion 2: ETFs in Depth
  • ETFs offer a wealth of opportunities for the institutional investor, from smart beta, factor-based investment, to exposure to vanilla indices, to thematic such as ESG or AI, ETFs offer a solution to all challenges that face the institutional investor when constructing their portfolios.

Time
Issuer Presentation 2
Time
Floor Opens: Dedicated Networking Time & Live Sponsors Booths
Date
Agenda Items
Time
Panel Discussion 3: The Big Debate - This house says that non or semi-transparent ETFs will cause the end of 40Act Mutual Funds
  • Proposed and opposed, two ETF industry participants will debate this motion with support from the audience and a vote at the end.

Time
Issuer Presentation 3
Time
Floor Opens: Dedicated Networking Session
Time
Panel Discussion 4: The Index Providers' Panel
  • Index providers discuss the construction and range of the indices underpinning the ETF market, examining sectors, geographical spread, factor issues, tracking error, and costs.

Time
Issuer Presentation 4
Time
Floor Opens: Dedicated Networking Time & Live Sponsors Booths
Date
Agenda Items
Time
Panel Discussion 5: Accessing ETFs - what is the most efficient route to trade ETFs for the institutional investor?
  • This panel will discuss ease of trading; relative merits of exchange or platform trading; the RFQ process; transparency and liquidity.

Time
Issuer Presentation 5
Time
Floor Opens: Dedicated Networking Session
Time
Panel Discussion 6: Regulation and the ETFs
  • Regulation and the ETF - the increasing impact of post-GFC regulation

  • The new ETF rule 6c-11, non transparent ETFs

  • Going overseas - what overseas regulatory issues pose a concern for US fund managers.

Time
Panel Discussion 7: The rise of ESG
  • Panel discussion on applying ESG in institutional ETF portfolios. Using ESG factors within ETFs to gain low cost, liquid and transparent exposure to ESG investing.

Time
Closing Remarks
Time
Floor Opens: Dedicated Networking Time & Live Sponsors Booths
Time
Event Concludes