ETF Strategies Summit 2018 | Financial Advisor | 15 October 2018 | Hyatt Regency Dallas, 300 Reunion Blvd E, Dallas, TX 75207, USA

Financial advisors and institutions continue to increase portfolio allocation to ETFs at a growing rate. However, current market conditions and the proliferation of ETF choices have created a demand for more education and guidance on specific ETF strategies. Over 2 days, the ETF Strategies Summit will focus on addressing the opportunities and challenges of today’s market and present a variety of innovative ETF disciplines and portfolio construction ideas designed for today’s forward thinking money managers.

Building off of the success of the Smart Beta Strategies Summit, the original co-creators of Inside ETFs now bring you the ETF Strategies Summit a program designed exclusively for and only attended by investment professionals. We hope you’ll take part in this one-of-a-kind opportunity.

2018 Speakers

Rolf Agather
Managing Director, North America Research, FTSE Russell

Ben Blaisdell
Managing Director, Investment Oversight Executive, U.S. Trust

Doug Blanton
Director of Investments, Merit Financial Advisors

Travis Briggs
CEO US, ROBO Global

Salvatore Bruno
Chief Investment Officer and Managing Director, IndexIQ

Robbie Cannon
PRESIDENT, CEO, Horizon Investments, LLC

Marguerita Cheng
CEO & CO-FOUNDER, Blue Ocean Global Wealth

Carl Choy
Principal, CKW Financial Group

Stephen Cucchiaro
President & Chief Investment Officer, 3EDGE Asset Management

John Davi
Founder | CIO, Astoria Portfolio Advisors

Lorraine Ell
CEO/Senior Financial Advisor, Better Money Decisions

Yann Furic
Portfolio Manager, Asset Allocation & Alternative Strategies, Professionals’ Financial

Zaneilia Harris
President, Harris & Harris Wealth Management Group

Jay Hatfield
Co-Founder, CEO & Portfolio Manager, Infrastructure Capital Advisors, LLC

Jay Jacobs
Director of Research, Global X Funds

Luke King
Managing Director, Main Management

Dodd Kittsley
Director, Davis Advisors

Richard Koerner
SVP, Sector | ETF Investments Sales Manager, Fidelity Institutional Asset Management

Rick Lake
Co-Founder & Co-Chairman, Lake Partners

Ben Levine
Chief Investment Officer, 3D Asset Management

Brian Giere
Director, Amplify ETFs

Wes Matthews
Director, Portfolio Solutions, Milliman, Sub Advisor for DeltaShares

David Mazza
SVP, Head of ETF Investment Strategy, OppenheimerFunds, Inc.

Steven Quinn
Head of ETP Distribution, Janus Henderson Investors

Will Rhind
Founder & CEO, GraniteShares

Steven Schoenfeld
Founder & CIO, Bluestar Indexes

Justin Sibears
Managing Director, Newfound Research

Mansi Singhal
Co-Founder, Qplum

Joe Smith
Senior Market Strategist, CLS Investments

Perth Tolle
Founder, Life + Liberty Indexes

Linda Zhang
CEO, Purview Investments

2018 Sponsors

• American Century
• Amplify
• Barrons
• Bluestar
• Davis ETFS
• Delta Shares
• ETF
• etfgi.com
• Exponential
• Fidelity
• FTSE Russell
• Global X
• Asset Management
• Granite Shares
• Hartford Funds
• Index IQ
• Infra Cap
• Janus Handerson
• natixis
• Oppenheimer Funds
• Robo Global
• Trimtabs
• The Wall Street Journal
• XTF