ETF Express

etfLIVE North America

Agenda File

This three-day event, which took place from 20-22 October, addressed and debated how ETFs can be used in an institutional portfolio.

If you missed out on attending the live event, we recorded the panel discussions and presentations for you to enjoy below...

Panel 1 - Investing in ETFs


Panelists :

Nick Hooten, Head of Client Investment Solutions - Americas, Franklin Templeton Investment Solutions
Todd Rosenbluth, Head of ETF & Mutual Fund Research, CFRA
Rochelle Antoniewicz, Senior Director of Industry and Financial Analysis, Investment Company Institute
Johan Grahn, Vice President, Allianz Investment Management LLC
Beverly Chandler, Managing Editor, ETF Express (moderator).


Panel 1 - Investing in ETFs
Panel 2 – Thematic Investing
Panel 3 – Accessing ETFs – what is the most efficient route to trade ETFs for the institutional investor?
Panel 4 - The Investor's Perspective
Panel 5 – The Big Debate
Panel 6 – The Index Providers' Panel
Panel 7 – Accessing the European Market
Panel 8 – Regulation
Panel 9 – The rise of ESG
Presentation 1 – Innovator’s Disruptive Innovation: The Power of Defined Outcomes in an ETF
Presentation 2 – EMQQ
Presentation 3 – Introducing Wilshire Phoenix
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