Venue
Convene
Convene, 117 West 46th St, New York, NY 10036, US

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Event Date Wed Jun 6 EDT - Thu Jun 7 EDT (over 6 years ago)
Location Convene
117 West 46th St, New York, NY 10036, US
Region Americas
Details

Inside Smart Beta & Active ETFs Summit is the pre-eminent industry event. Our expert speakers have shown you what Smart Beta can do for your business; now they'll show you how best to deploy them. We're shifting the focus to practical applications equipping you with the knowledge to deliver extra value for your clients.

2018 will feature more factor and active ETF experts than ever before. Hear from ETF analysts from Morningstar, Bloomberg, CFRA, and ETF.com. New formats include the opening debate and you'll see the return of our very popular 10 questions in 20 minutes sessions.

Speakers

2018 Speakers:

Taylor Ames
Vice President, Product Strategies At Alps Distributors, Inc.

Rochelle Antoniewicz
Senior Director Of Industry & Financial Analysis At Investment Company Institute

Rob Arnott
Founder & Chairman At Research Affiliates

Tim Baker
Director Of Product Strategy At Symmetry Partners

Eric Balchunas
ETF Analyst At Bloomberg Intelligence

Eric Biegeleisen
Managing Director, Research At 3edge Asset Management

Salvatore Bruno
Chief Investment Officer At IndexIQ

Sebastian Ceria
CEO & Founder At Axioma

Nicholas Chan
Portfolio Manager - Quantitative Investment Strategies At Goldman Sachs

Yasmin Dahya
Executive Director, Head Of Americas Beta Specialist Team At J.P. Morgan Asset Management

John Davi
Founder & Chief Investment Officer At Astoria Portfolio Advisors

Christopher Davis
Chairman & Portfolio Manager At Davis Advisors

Kevin Davis
Chief Growth Officer At Vident Financial

Brinton Frith
Managing Director At Virtus ETF Solutions

Stacy Fuller
Partner At K&l Gates

Brian Giere
Director – Sales & Marketing At Amplify ETFs

Blake Graves
Director Of ETF Portfolio Management At Milliman Financial Risk Management LLC

Doug Grim
Senior Investment Strategist At Vanguard Investment Strategy Group

Mo Haghbin
SVP, Head Of Product, Beta Solutions At Oppenheimerfunds, Inc.

Jane Heinrichs
Associate General Counsel At Investment Company Institute

Corey Hoffstein
CIO At Newfound Research

Brian Hunter
Managing Director At Strategic Capital Allocation Group, LLC

Ben Johnson
Director Of Global Etf & Passive Strategies At Morningstar

Nick Kalivas
Senior Equity Product Strategist At Invesco ETFs

Dodd Kittsley
Director At Davis Advisors

Ben Lavine
CIO At 3d Asset Management

Tom Lydon
Editor & Publisher At ETF Trends

Michael Mcniven
Managing Director & Portfolio Manager At Cumberland Advisors

Dave Nadig
Managing Director At ETF.com

Alex Pire'
Head Of Institutional Portfolio Management At Seeyond

Rich Powers
Head Of Etf Product Management At Vanguard Portfolio Review Department

Barry Ritholtz
Chairman & Chief Investment Officer At Ritholtz Wealth Management

Josh Rogers
Vice President, Beta Specialist At J.P. Morgan Asset Management

Timothy Rooney
Vice President Of Product Development And Acquisitions At Nationwide

Todd Rosenbluth
Senior Director Of ETF & Mutual Fund Research At CFRA

Joel Shulman
Founder & Managing Director At Entrepreneurshares

Lukas Smart
VP & Senior Portfolio Manager At Dimensional Fund Advisors

Clint Sorenson
Co-founder At Wealthshield

Joe Staines
Research Analyst And Portfolio Manager At J.p. Morgan Asset Management

John Swolfs
CEO At Inside ETFs

Drew Voros
Editor-in-chief At ETF.com

Mark Yusko
CEO & CIO At Morgan Creek Capital Management

Linda Zhang
CEO & Founder At Pureview Investments

Sponsors & Partners

2018 Sponsors:

PLATINUM:
• J.P. Morgan Asset Management

GOLD:
• Davis ETFs
• Vangaurd

SILVER:
• IndexIQ
• Invesco
• John Hancock Investments

BRONZE:
• Goldman Sachs Asset Management
• OppenheimerFunds

EXHIBITORS:
• Nationwide

ENDORSED BY:
• IFF Training

MEDIA:
• ETF.com
• FON Family Office Networks
• Investor's Business Daily
• Qwafafew
• Savvy Investor
• SmartX Advisory