Panel 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; and an examination of US ETF figures and split between the institutional and retail.
Nick Hooten, Head of Investment Solutions, QS Investors
Todd Rosenbluth, Head of ETF & Mutual Fund Research, CFRA
Rochelle Antoniewicz, Senior Director of Industry and Financial Analysis, Investment Company Institute
Beverly Chandler, Managing Editor, ETF Express (moderator).
Beverly Chandler, Managing Editor, ETF Express
20 October (all times in EST)
Floor Opens – Dedicated Networking Time
ETFs offer a wealth of opportunities for the institutional investor, from smart beta, factor-based investment, to exposure to vanilla indices, to thematics such as ESG, medical marijuana, and AI — do ETFs offer a solution to all challenges that face the institutional investor when constructing their portfolios?
Dorrit Lowsen, CEO, Change Finance
Michael N. Loukas, CEO, TrueMark Investments
Panel 2 • Thematic Investing
Floor Opens – Dedicated Networking Time
This panel will discuss ease of trading; relative merits of exchange or platform trading; the RFQ process; transparency and liquidity.
Panel 3 • Accessing ETFs – what is the most efficient route to trade ETFs for the institutional investor?
Institutional investors speak, detailing personal experiences of using ETFs, where they have worked in portfolios and where they haven’t.
Panel 4 • The Investor’s Perspective
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