Fall ETP Forum 2019 | The Expert Series | 21 November 2019 | New York Athletic Club, 180 Central Park S, New York, NY 10019, USA

This comprehensive 1 day program has been built upon the premise of allowing Advisors & Institutions the opportunity to take a deep dive into the most relevant investment themes this year. Our 5-star speaking faculty will be at your disposal to address cutting edge topics and answer questions.

The need:
With more than $3 trillion in U.S. listed ETF assets, the demand from the Financial Advisor and Institutional communities continues to grow. ETFs are now providing access to markets formerly only available to select institutions.

The Solution:
With oil prices rising, equity markets near record highs, and United States interest rates heading higher, are we at an inflection point in various asset classes? We’ll tackle these questions and many more at our upcoming ETP Forum.

The Forum:
With oil prices rising, equity markets near record highs, and United States interest rates heading higher, are we at an inflection point in various asset classes? We’ll tackle these questions and many more at our upcoming ETP Forum.

2019 Speakers

Julie Abbett
Executive Director, J.P. Morgan

Robert E. Amodeo
Head of Municipals, Western Asset Management Company, LLC

Tony Barchetto
Founder & Chief Investment Officer, Salt Financial

George Bollenbacher
Head of Fixed Income Research, Tabb group

Lou Cannataro
ChFC, REBC, AEP, CASL, CLU, CLTC, MBA, Wealth Management Advisor, Northwestern Mutual

Mike Castino
Senior Vice President, U.S. Bancorp Fund Services

Andrew Chanin
CEO, ProcureAM

Nicholas Colas
Co-Founder, DataTrek Research

John Cole Scott
CFS, Chief Investment Officer, Chief Compliance Officer, Closed-End Fund Advisors

Donald Colombo
Director of Business Development - North America, CorFinancial

Sylvia Jablonski
Managing Director, Head of the Capital Markets & Institutional Strategy Team, Direxion

Christopher T. Harms
VP and Portfolio Manager, Loomis, Sayles & Company

Scott Kefer, CFA
Senior Portfolio Strategist for VictoryShares and Solutions

Kevin Kelly
CEO and Managing Partner, Benchmark Investments.

Mark Landis
Founder, Wavelength Capital Management

Robert A. Martinez
Chief Revenue Officer, BattleFin

Lance McGray
Managing Director, Head of ETF Product

Timothy C. Ng
Chief Investment Officer, Clearbrook

Ha Nguyen
5th Place, Keuka College

Jason Orlosky
Senior Investment Strategist, Stifel

Carlos Pelaez
ETP Product Manager, Nasdaq

Alex Pettee
President and Head of ETFs, Hoya Capital Real Estate

Conor J. Platt
Founder and CIO, Confluence Capital Management

Raghu Ramachandran
Head of Insurance Asset Channel, S&P Global

Marc R. Reinganum
Visiting Professor of Finance, Leonard N. Stern School of Business

Eli Reisman
Senior Product Manager, Truvalue Labs

Charles Self
Chief Operating Officer & Chief Investment Officer, iSectors

Brennan Siemens
3rd Place, University of Manitoba

Patrick Shaddow
Director of Index Operations, S-Network Global Indexes

Karl Snyder
Managing Director and Chief Market Strategist, VETS Indexes

Christopher Stanton
Partner, Chief Investment Officer, Portfolio Manager, Sunrise Capital Partners

John Stoltzfus
Managing Director - Chief Investment Strategist, Oppenheimer & Co. Inc.

Scott Szever
Director of Exchange Traded Products, New York Stock Exchange

Matthew Tuttle
CEO & CIO, Tuttle Tactical Management

Michael Venuto
Co-Founder & CIO, Toroso Investments and Tidal Growth Consultants

Rongbai Xue
1st Place Winner, Tulane University

Jae Yoon
CIO, New York Life Investment Management

Linda H Zhang, Ph.D
CEO, Purview Investments

2019 Sponsors

EXECUTIVE SPONSORS:
• ETF Global® (ETFG®)
• Tuttle Tactical Management
• BTIG
• VETS Indexes
• LifeStageInvesting.com
• Virtus ETF Solutions

EXHIBITORS:
• • Cipperman Compliance Services LLC
• Portformer
• RYZZ Capital Management LLC
• US Bank
• Victory Capital

AGENDA SPONSORS
• Capital Institutional Services, INC.
• Direxion
• Nasdaq
• R.W. Pressprich & Co.
• Wall St. Access
• Wedbush