Inside ETFs 2019 | InsideETFs | 10 February 2019 | Diplomat Resort & Spa Hollywood, 3555 S Ocean Dr, Hollywood, FL 33019, USA

A Fresh Perspective On The Future Of Investing At The World’s Largest Etf Event.

Join ambitious players from asset management, wealth management, institutional investment, investment banking, financial technology and service providers.

ETFs are ascendant. 2017 saw record inflows, massive product launches, and a sustained push by large-scale asset managers into the space.

Inside ETFs keeps you on the cutting-edge with a forward-looking agenda focused on the best new ETFs, hidden gems, and new solutions to major investing problems.

Inside ETFs pulls together speakers like Tim Buckley, Michael Kitces and market-leading advisor technology firms to help you differentiate your business and succeed in the challenging market of today.

2019 Speakers

Rolf Agather
Managing Director of North America Research, FTSE Russell

Brendan Ahern
CIO, KraneShares

Joe Anthony
President, Gregory FCA

David Armstrong
Executive Director, Content & User Engagement, Wealthmanagement.com

Michael Arone
Chief Investment Strategist, SPDR® Americas, State Street Global Advisors

Dan Aronson
Director, Janus Henderson Group

Sanjay Arya
Head of Indexes, Morningstar

Samantha Azzarello
VP, Global Market Strategist, J.P. Morgan Funds

Edward Baer
Partner, Ropes & Gray

Phil Bak
Founder & CEO, Exponential ETFs

Eric Balchunas
ETF Analyst, Bloomberg Intelligence

Matthew Bartolini
Head of SPDR® Americas Researchm, State Street Global Advisors

Fiona Bassett
Global Co-Head Product & Global Co-Head Passive, DWS

Michael Batnick
Director of Research, Ritholtz Wealth Management

Eric Biegeleisen
Managing Director, Research, 3EDGE Asset Management

Kevin Blocker
Sr. Portfolio Manager, Horizon Investments

Jason Bloom
Director of Global Macro ETF Strategy
Invesco

Bruce Bond
Co-Founder & CEO, Innovator Capital Management

Donna Brazile
Political Strategist & Former Chair of the Democratic National Committee (DNC)
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Joshua Brown
CEO, Ritholtz Wealth Management

Sal Bruno
CIO, IndexIQ by New York Life Investments

Jeremie Capron
Head of Research, ROBO Global

David Carter
CIO, Lenox Wealth Advisors

Mark Carver
Executive Director & Global Head of Factor Index Products, MSCI

Justin Castelli
CEO & Financial Advisor, RLS Wealth Management

Richard Cea
Head of Exchange Traded Products, UBS

Benjamin Christensen
Executive Director, Global Fixed Income, Currency & Commodities Group, J.P. Morgan Asset Management

Rodney Comegys
Global Head of Equity Investment, Equity Investment Group, Vanguard

Lara Crigger
Sr. Staff Writer, ETF.com

Mike Cronan
President, ETC Marketing Services

Dominic Crowe
Managing Director, Global Head of Product Development, Custody & Fund Services, Citi

Stacey Cunningham
President, NYSE Group

Yasmin Dahya
Executive Director, Head of Americas Investment Specialist Team, Beta Strategies Group, J.P. Morgan Asset Management

John Davi
Founder & CIO, Astoria Portfolio Advisors

Gregory Davis
CIO, Vanguard

Michael DePalma
CEO, Sr. Portfolio Manager, Phase Capital LP

Bill DeRoche
CIO & Portfolio Manager, AGFiQ

John Diehl
SVP, Strategic Markets, Hartford Funds

Jared Dillian
Editor, The Daily Dirtnap

Kevin DiSano
Sr. Managing Director, Head of ETF Sales, Nuveen

Dan Draper
Managing Director & Global Head of ETF, Invesco

Joe Duran
CEO & Founding Partner, United Capital

Ric Edelman
Founder & Chairman, Financial Education & Client Experience, Edelman Financial Engines

Jamie Farmer
Chief Commercial Officer, S&P Dow Jones Indices

Jordan Farris
Managing Director, Head of ETF Product Development, Nuveen

Cole Feinberg
VP - ETFs, Goldman Sachs Asset Management

Case Fell
CIO, NYSNA Pension Plan & Benefits Fund

Kenny Feng
President & CEO, Alerian

Jorge Fernandez Revilla
Partner, Financial Services, KPMG in Ireland

Rick Ferri
Financial Analyst, Investment Adviser, Industry Consultant, Author, Speaker & Entrepreneur, Rickferri.com

Deborah Frame
President, Frame Global Asset Management

Garth Friesen
CEO, III Capital Management

Deborah Fuhr
Managing Partner, Founder, ETFGI

Stacy Fuller
Partner, K&L Gates

Melissa Gainor
Senior Special Counsel, Division of Investment Management, U.S. Securities & Exchange Commission

Brenton Garen
Editor-in-Chief, ETF Trends

David Garff
President, Accuvest Global Advisors

Dave Gedeon
VP Product Manager, Nasdaq Global Information Services

Patrick Gelshenen
Executive Director, TOBAM

Nate Geraci
President, The ETF Store, Inc.

Lois Gregson
Financial Advisor, Fiduciary Advisors

Inderpal Gujral
Head of Product, Managing Director, STOXX

Jodie Gunzberg
Managing Director, Head of U.S. Equities, S&P Dow Jones Indices

Mo Haghbin
SVP, Head of Product, Beta Solutions, OppenheimerFunds

Robert Hagstrom
Sr. Portfolio Manager, Equity Compass

Corey Hardie
VP, Portfolio Specialist, ClearBridge Investments, a Legg Mason Company

Jane Heinrichs
Associate General Counsel, Investment Company Institute

Chris Heyman
Trading & Operations, Accuvest Global Advisors

Andy Hicks
SVP, Director of Portfolio Management & Research, ALPS Advisors, Inc.

Jerry Hicks
Sales & Business Development Manager, The Perth Mint

Corey Hoffstein
CIO, Newfound Research

Hunter Horsley
CEO, Bitwise Asset Management

Matt Hougan
Chairman, Inside ETFs

William Housey
Sr. Portfolio Manager, First Trust Advisors L.P.

Phil Huber
CIO, Huber Financial Advisors

Simeon Hyman
Global Investment Strategist, ProShares

Ryan Issakainen
Sr. VP, ETF Strategist, First Trust Advisors L.P.

Jay Jacobs
SVP, Head of Research & Strategy, Global X

Todd Jablonski
CIO, Principal Portfolio Strategies

Anu Jayanti
Global Head of Relationship Management, Citi’s Global Institutional Client Group

Ben Johnson
Director of Global ETF & Passive Strategies, Morningstar

Paul Tudor Jones II
Co-Founder & Chairman, JUST Capital

Joseph Janocko
Sr. Portfolio Strategist, Florida Blue

Joe Kairen
Sr. Director, Strategy & Volatility Indices, S&P Dow Jones Indices

Elisabeth Kashner
Director of ETF Research, FactSet

Brian Kelleher
SVP, ETF Strategist, PIMCO

Brian Kelliher
Partner - Asset Management & Investment Funds
Dillon Eustace

Edward Kerschner
Chief Portfolio Strategist, Columbia Threadneedle Investments

Paul Kim
Managing Director - ETF Strategy, Principal Global Investors

Francis Kinniry
Global Head of Portfolio Construction, Investment Strategy Group, Vanguard

Dodd Kittsley
Director, Davis Advisors

Jayni Kosoff
Managing Director & Head of Fixed Income ETF Sales, FTSE Russell

Paul Kovarsky
Director, Institutional Relationships, CFA Institute

Brian Kraus
Managing Director, Investment Consulting, Hartford Funds

Peter Lazroff
Co-CIO, Plancorp

Linda-Eling Lee
Managing Director & Global Head of ESG Research, MSCI

Matt Lewis
VP, Head of ETF Implementation & Capital Markets, American Century Investments

Michael Lewis
Best-Selling Author of The Fifth Risk, Moneyball, The Blind Side, and The Big Short
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Mark Lindbloom
Portfolio Manager, Western Asset Management Company

Theodore Lucas
Head of Investment Strategies & Solutions, Hartford Funds

John Lunt
President, Lunt Capital Management, Inc.

Tom Lydon
Editor & Publisher, ETF Trends

Henry Ma
President & CIO, Julex Capital Management, LLC

Christian Magoon
Founder & CEO, Amplify ETFs

James McNerny
Managing Director, Portfolio Manager, J.P. Morgan Asset Management

Kris Moreton
VP, Client Portfolio Manager, Columbia Threadneedle Investments

Brendan Mullooly
Financial Advisor, Mullooly Asset Management, Inc.

Michael Mundt
Partner, Stradley Ronon

Cinthia Murphy
Managing Editor, ETF.com

Dan Muzzarelli
VP, Institutional ETF Business Development, Franklin Templeton

Dave Nadig
Managing Director, ETF.com

Michael Natale
Head of Intermediary Distribution, Northern Trust Asset Management

Robert Nestor
President, Direxion

Duy Nguyen
CIO & Portfolio Manager, Invesco Global Solutions Development & Implementation team, Invesco

Ed Nini
SVP, Head of Investment Marketing & Strategy, OppenheimerFunds

Arne Noack
Exchange Traded Product Development for the U.S., DWS Distributors, Inc.

Bryan Novak
Sr. Managing Director, Astor Investment Management LLC

Bob Pisani
“On-Air Stocks” Editor, CNBC

Gene Podkaminer
SVP, Head of Multi-Asset Research Strategies, Franklin Templeton Multi-Asset Solutions, Franklin Templeton Advisers

Tom Porter
Head, CIPM Program, CFA Institute

Tom Psarofagis
ETF Analyst, Bloomberg Intelligence

Charles Ragauss
Managing Director, Exponential ETFs

Tom Rampulla
Principal & Head of U.S Financial Intermediaries, Vanguard

Joe Rappa
Vice President, Global ETF Product Development, Custody and Fund Services, Citi

William Rhind
Founder & CEO, GraniteShares

Linda Riefler
Board of Directors, MSCI

Matthew Riley
ETF Sales Specialist
J.P. Morgan Asset Management

Barry Ritholtz
Chairman & CIO, Ritholtz Wealth Management

Kali Roberge
Founder, Creative Advisor Marketing

Brian Roberts
Senior Vice President, Head of Exchange Traded , HKEX

Francis Rodilosso
Head of Fixed Income ETF Portfolio Management, VanEck

Ed Rosenberg
SVP, Head of ETFs, American Century Investments

Todd Rosenbluth
Sr. Director, ETF & Mutual Fund Research, CFRA

Tyrone Ross Jr.
Managing Partner, Noble Bridge Wealth Management

Edward Rossetti
Head of US ETF Trading, Goldman Sachs

Sumit Roy
Analyst, ETF.com

Jeffrey Sardinha
VP, State Street Global Services

Malik Sarwar
CEO, K2 Leaders

Jerome Schneider
Managing Director, Head of Short-Term Portfolio Management, PIMCO

Jeremy Schwartz
Global Head of Research, WisdomTree

Jeremy Senderowicz
Partner, Dechert LLP

Jonathan Shelon
COO, KraneShares

Jeffrey Sherman
Deputy CIO, DoubleLine Capital

Robert Shiller
American Economist, best-selling author & Sterling Professor of Economics, Professor of Finance, & Fellow at the International Center for Finance, Yale University

Joel Shulman
Professor of Entrepreneurship, Babson College

Jason Singer
Head of Fixed Income ETFs, Goldman Sachs Asset Management

Keith Slattery
Managing Director & Global Head of Traditional Fund Accounting, J.P. Morgan

Lukas Smart
Sr. Portfolio Manager & VP, Dimensional Fund Advisors

Aye Soe
Managing Director, Global Research & Design, S&P Dow Jones Indices

Michael Steele
Former Chairman of the Republican National Committee (RNC)
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Chris Sullivan
Managing Director, MacMillan Communications

Todd Sunderland
Partner, Head of Risk Management, Head of Quant Strategies, Cushing Asset Management

Dan Suzuki
Portfolio Strategist, Richard Bernstein Advisors LLC

Larry Swedroe
Director of Research, Buckingham Strategic Wealth

Kathryn Sweeney
Head of SPDR® Americas Institutional Sales, State Street Global Advisors

John Swolfs
CEO, Inside ETFs

Ryan Szakacs
VP, ETF Capital Markets, J.P. Morgan Asset Management

D.J. Tierney
Sr. Client Portfolio Strategist
Charles Schwab Investment, Management

Jurrien Timmer
Director of Global Macro, Fidelity Investments

Rory Tobin
Head of the Global SPDR® ETF Business, State Street Global Advisors

Jim Ulseth
Deputy CIO, WE Family Offices

Steven Vannelli
CEO & CIO, Knowledge Leaders Capital

Drew Voros
Editor-in-Chief, ETF.com

Jennifer Wappaus
Private Wealth Advisor, PagnatoKarp

Hardeep Walia
Founder & CEO, Motif Investing

Will Wall
Manager of Trading & Operations, RiverFront Investment Group

Robin Wigglesworth
US Markets Editor, Financial Times

Carolina Wilson
Journalist, Bloomberg News

Linda Zhang
CEO, Pureview Investments

2019 Sponsors

DIAMOND:
• Vanguard

PLATINUM:
• Cboe
• ETC
• First Trust
• Goldman Sachs Asset Management
• Invesco
• J.P Morgan Asset Management
• MSCI
• Nasdaq
• State Street Global Advisors
• S&P Dow Jones

GOLD:
• American Century Investments
• Columbia Threadneedle Investments
• DWS
• Fidelity Institutional Asset Management®
• Franklin Templeton
• FTSE Russell
• Hartford Funds
• KraneShares
• Legg Mason Global Asset Management
• Morningstar
• Nuveen
• OppenheimerFunds
• Principal Global Investors
• STOXX LIMITED

SILVER:
• AGFiQ Asset Management
• ALPS
• Davis Advisors
• Direxion
• DoubleLine
• IndexIQ
• John Hancock Investments
• J.P. Morgan Corporate & Investment Bank
• PIMCO
• VanEck
• WisdomTree Investments

BRONZE
• CFRA
• Charles Schwab Investment Management
• FlexShares®
• Global X
• Nationwide
• ROBO Global
• State Street Corporation

INDUSTRY SPONSORS
• BBH
• Citadel Securities
• Citi
• Dechert LLP
• Dillon Eustace
• Exponential ETFs
• Flow Traders
• GTS
• HKEX
• Intercontinental Exchange
• Jane Street
• K&L Gates
• KPMG
• PGIM
• Ropes & Gray
• Stradley Ronon
• Toppan Merrill
• U.S. Bank Global Fund Services
• Wolverine Execution Services

EXHIBITORS:
• AAM
• Aberdeen Standard Investments
• AdvisorShares
• Alliance Bernstein
• Alpha Vee Solutions Ltd.
• Amplify ETFs
• ARK Invest
• Axioma
• Barclays
• Bitwise Asset Management
• BNY Mellon
• Broadridge
• BTIG
• CRSP
• Defiance ETFs
• DeltaShares®
• Diamond Hill Capital Management
• ETF Action
• Foreside
• Indxx
• Innovator ETFs
• ITG
• Janus Henderson
• Moody’s Analytics
• Natixis Investment Managers
• Orion Advisor Services
• Pacer ETFs
• PwC
• SEI
•Select Sector SPDRs
• S-Network Global Indexes
• Syntax
• Tortoise
• TrimTabs Asset Management
• USAA
• USCF
• Victory Capital
• Yewno

PASSPORT SPONSORS
• Arthur Cox
• Evolve ETFs
• HANetf
• Horizons ETFs
• National Bank Financial Markets
• NSE Indices
• Ossiam
• Scotiabank
• State Street Global Advisors Canada
• Tokyo Stock Exchange
• Toronto Stock Exchange
• Vanguard Investments Canada

SUPPORTING ORGANISATIONS:
• CAIA

EDUCATIONAL PARTNER:
• CFA Institute

CHARITY PARTNERS:
• Save the Children
• The Stowers Institute for Medical Research