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…

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 2 – Thematic Investing


Dorrit Lowsen, President & COO, Change Finance
Michael N Loukas, CEO, TrueMark Investments Paul Dellaquila, President, Defiance ETFs LLC


Panel 3 – Accessing ETFs – what is the most efficient route to trade ETFs for the institutional investor?


Adam Gould, Managing Director, Head of US Equities, Tradeweb
Ben Slavin, Global Head of ETFs, Asset Servicing, BNY Mellon
Scott Szever, Director, Exchange Traded Products, New York Stock Exchange
Beverly Chandler, Managing Editor, ETF Express


Panel 4 - The Investor's Perspective


Robert Smith, President & CIO, Sage Advisory
Mary Gronseth, Portfolio Specialist, Blue Cross Blue Shield of Minnesota
Rusty Vanneman, CIO, Orion Advisor Solutions


Panel 5 – The Big Debate


Terry Norman, Founder, Blue Tractor Group, LLC
Simon Goulet, Co-Founder, Blue Tractor Group, LLC
Ed Rosenberg, Senior Vice President and Head of ETFs, American Century Investments
Beverly Chandler, Managing Editor, ETF Express (moderator)


Panel 6 – The Index Providers' Panel


Rick Redding, CEO, The Index Industry Association
Elizabeth Kashner, CFA, FactSet
Laurence Black, Founder, The Index Standard


Panel 7 – Accessing the European Market


Bill Herrmann, Founder and Managing Partner, Wilshire Phoenix
Hector McNeil, Co-CEO, HANetf
Rob Rushe, Head of ETF Services - EMEA, BNY Mellon
Lida Eslami, Head of Business Development, London Stock Exchange Stephen Carson, Partner, A&L Goodbody

Panel 8 – Regulation


Aisha Hunt, General Counsel, Vident Financial, LLC
Francis Koudelka, Senior Vice President, Global ETF Product Specialist, State Street
Stacy L Fuller, Partner, K&L Gates

Panel 9 – The rise of ESG


Linda Zhang PhD, CEO, Purview Investments
Thomas Kuh PhD, Head of Index, Truvalue Labs


Presentation 1 – Innovator’s Disruptive Innovation: The Power of Defined Outcomes in an ETF

By Graham Day, CFA, Vice President of Product & Research, Innovator ETFs


Presentation 2 – EMQQ

By Kevin Carter, Founder & CIO, EMQQ


Presentation 3 – Introducing Wilshire Phoenix

By Bill Hermann, Founder & MP, Wilshire Phoenix

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