Inside ETFs 2020 | KNect 365 | 26 January 2020 | Diplomat Beach Resort, 3555 S Ocean Dr, Hollywood, FL 33019, USA

The ETF market is evolving. So is Inside ETFs

Take part in a spectrum of learning and networking opportunities you won’t find anywhere else.

Join 1,000+ advisors at the world's largest ETF event.

Inside ETFs keeps you at the cutting edge with a forward-looking agenda that has been reshaped for 2020, offering more accessibility, flexibility and connection than ever before.

Dive into the hottest topics like the arrival of active ETFs. Put trending macro issues under the microscope. Get the insight you need to position client portfolios for success.

2020 Speakers

James Montier
Asset Allocation Team, GMO

Barney Frank
Former U.S. Congressman (1981-2013), LGBTQ Loyalty Board Member

Brendan Ahern
Chief Investment Officer, KraneShares

Rochelle (Shelly) Antoniewicz
Senior Director, Industry and Financial Analysis, ICI Global

Kim Arthur
Chief Executive Officer & Chief Investment Officer, Main Management LLC

Eric Balchunas
ETF Analyst, Bloomberg Intelligence

Vance Barse
Your Dedicated Fiduciary, Wealth Strategist, Manning Wealth Management, Inc.

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

Heather Beamer
Executive Director, U.S. Portfolio Insights Team, JP Morgan Asset Management

Billy Bean
Vice President & Special Assistant to the Commissioner, Major League Baseball, LGBTQ Loyalty Board Member

Kamal Bhatia
President & CEO, Principal Funds

Eric Biegeleisen
Managing Director, Research, 3EDGE Asset Management

Nick Bollettieri
US Tennis Coach, Nick Bollettieri Tennis Academy

Joshua Brown
CEO, Ritholtz Wealth Management

Robert Bush
Director, DWS Research Institute, DWS

Lara Crigger
Sr. Staff Writter, ETF.com

Cathy Curtis
Founder, Curtis Financial Planning, LLC

John Davi
Founder & Chief Investment Officer, Astoria Portfolio Advisors

John David
CEO and Founder, Amnick

Joe Davis, Ph.D.
Global Chief Economist & Head of Vanguard Investment Strategy Group, Vanguard

Bill DeRoche
Chief Investment Officer & Head of AGFiQ Alternative Strategies, AGF Investment LLC

Sonal Desai
Executive Vice President & Chief Investment Officer, Franklin Templeton Fixed Income, Franklin Templeton

John Diehl
SVP, Strategic Markets, Hartford Funds

Douglas Eby
Founder and CEO, Cambridge Science

Jordan Farris
Head of ETF Product Development, Nuveen

Greg Friedman
Head of ETF Management & Strategy, Fidelity Investments

Allison Fumai
Partner, Dechert LLP

Nate Geraci
President, The ETF Store, Inc.

Lois Gregson
Senior Analyst, FactSet

Priscilla Hancock
Managing Director, Head of the Fixed Income Insights Team, JP Morgan Asset Management

Jane Heinrichs
Associate General Counsel, Investment Company Institute

Chris Hempstead
ETF Consultant, HempsteadETF

Brian Higgins
Partner, Asset Management and Investment Funds, Dillion Eustace

Matt Hougan
Chairman, Inside ETFs

Phil Huber
CIO, Huber Financial Advisors

Robert Hughes
Vice President, Head of Index & Advisor Services, Nasdaq Global Information Services

Sam Huszczo
Founder, SGH Wealth Management

Eric Isenberg
Executive Director, Head of Fixed Income Portfolio Management for Quantitative Beta Strategies, JP Morgan Asset Management

Janet Jackson
Head of US ETF Capital Markets at Vanguard, Vanguard

Ben Johnson
Director of Global ETF Research, Morningstar

Joe Kairen
Head of Strategy and Volatility Indices, S&P Dow Jones Indices

Elisabeth Kashner
Director of ETF Research, FactSet

Dodd Kittsley
Director, Davis Advisors

David Kotok
Chairman/CIO, Cumberland Advisors

Frank Koudelka
Senior Vice President & Global ETF Product Specialist, State Street Global Services

Brian Kraus
Product Specialist Director, Investment Consulting Group, Hartford Funds

Craig Lazzara
Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices

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

Howard Lindzon
Managing Director, Social Leverage

Ed Lopez
Head of ETF Product, VanEck

Vince Lowry
CEO, Global Beta Advisors

Ted Lucas
Head of Investment Strategies and Solutions, Hartford Funds

Kristen Luke
President, Kaleido Creative Studio

Tom Lydon
CEO, ETF Trends

Kevin Mahn
President & Chief Investment Officer, Hennion & Walsh Asset Management

Elizabeth Marchetti
Investment Director, WST Capital Management

Annie Massa
Investing Reporter, Bloomberg News

Anne Mathias
Senior Strategist - Global Rates and Foreign Currency at Vanguard Fixed Income Group, Vanguard

Brian McCabe
Partner, Ropes & Gray LLP

Daniel McCabe
CEO, Precidian Investments

Matthew Moberg
Vice President and Portfolio Manager, Franklin Equity Group, Franklin Templeton

Cinthia Murphy
Staff Writer, ETF.com

Dave Nadig
Managing Director, ETF.com

Mona Naqvi
Senior Director, Product Management ESG Indices, S&P Dow Jones Indices

Robert Nestor
President, Direxion

Terry Norman
Founder, Blue Tractor Group, LLC

Nina O'Neal
Partner & Investment Advisor, Archer Investment Management

Luke Oliver
Head of Index Investing, Americas, DWS Distributors, Inc.

Antonio Picca
Senior Portfolio Manager & Head of Factor-Based Strategies in Vanguard Quantitative Equity Group, Vanguard

Bob Pisani
'On-Air Stocks' Editor, CNBC

Richard Powers
Head of ETF Product Management, Vanguard

Thomas Rampulla
Managing Director, Financial Advisor Services, Vanguard

Joe Rappa
Director, ETF Product Development, Custody and Fund Services, Citi

Barry Ritholtz
Chairman & CIO, Ritholtz Wealth Management

Josh Rogers
Executive Director, Beta Specialist, J.P. Morgan Asset Management

Emily Roland
Co-Chief Investment Strategist, John Hancock Investment Management

Ed Rosenberg
Senior Vice President, Head of ETFs, American Century Investments

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

Tyrone Ross Jr.
Managing Partner, Noble Bridge Wealth Management

Sumit Roy
Analyst, ETF.com

Robert Rushe
Head of ETF Services, EMEA, BNY Mellon

Steve Sachs
Global Head of ETF Capital Markets, GSAM ETFs, Goldman Sachs

Stephanie Sammons
Founder, Sammons Wealth Management LLC

Malik Sarwar
CEO, K2 Leaders

Jeff Saut
Chief Market Strategist and Advisory Board Member, Capital Wealth Planning

Kurt Schacht
Managing Director, CFA Institute

Jerome Schneider
Head of Short-Term Portfolio Management, PIMCO

Jeffrey Schwarte
Portfolio Manager, Principal Global Investors

Daniil Shapiro
Associate Director, Product Development, CERULLI ASSOCIATES

Caleb Silver
Editor-in-Chief, Investopedia

Shana Sissel
Director of Investment Due Diligence & Senior Portfolio Manager, Orion Advisor Solutions

Lucas Smart
Senior Portfolio Manager and VP, Dimensional Fund Advisors LP

Casey Smith
Owner & President, Wiser Wealth Management

Aye Soe
Managing Director, Global Head of Product Management, S&P Dow Jones Indices

Michael Sonnenshein
Managing Director, Grayscale Investments

Larry Swedroe
Director of Research, Buckingham Strategic Wealth

John Swolfs
CEO, Inside ETFs

Sue Thompson
Head of SPDR® Americas Distribution, State Street Global Advisors

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

Patrick Tucker
Founder & CEO, True Measure Wealth Management

Aashu Virmani
CMO & EVP Sales, Fuzzy Logix

Jim Wiandt
President, Donostia Ventures

Douglas Yones
Head of Exchange Traded Products, NYSE

2020 Sponsors

DIAMOND SPONSOR:
• Vanguard

PLATINUM SPONSORS:
• First Trust Portfolios, L.P.
• Invesco
• J.P. Morgan Asset Management
• S&P Dow Jones Indices
• State Street Global Advisors

GOLD SPONSORS:
• American Century Investments
• Direxion
• DWS
• Franklin Templeton
• FTSE Russell
• Kraneshares
• LGBTQ Loyalty Holdings
• Morningstar
• Parametric
• Principal
• Qontigo

SILVER SPONSORS:
• AGF
• Blue Tractor Group
• Davis Advisors
• Goldman Sachs Asset Management
• Grayscale Investments
• John Hancock Investment Management
• MSCI
• Nuveen
• PIMCO

BRONZE SPONSORS:
• CFRA
• Charles Schwab Investment Management
• Global Beta Advisors
• State Street Corporation

EXHIBITORS:
• Aberdeen Standard Investments
• Advisors Asset Management
• Amplify ETFs
• Avantis Investors
• BITA
• Bitwise Asset Management
• Bloomberg
• BNY Mellon
• Broadridge
• BTIG
• Cerulli Associates
• Chaikin Analytics
• CRSP
• DeltaShares®
• ETFLogic
• Exchange Traded Concepts
• FastINDX™
• FlexShares®
• Foreside
• Innovator ETFs
• IndexIQ
• iShares® by BlackRock
• Natixis Investment Managers
• Orion Advisors
• ProShares
• SEI
• Select Sector SPDRs
• S-Network
• TrimTabs Asset Management
• USCF

INDUSTRY SPONSORS:
• Brown Brothers Harriman
• Citadel Securities
• Citi
• Dechert LLP
• Flowtraders
• ICE/NYSE
• RBC Capital Markets
• Ropes & Gray
• Stradley Ronon
• Toppan Merrill
• U.S. Bank Global Fund Services
• Virtu Financial

PASSPORT SPONSORS:
• HANetf
• NSE Indices Limited
• Ossiam

LAUNCHPAD:
• IM Global Partner

ETFS START UP:
• SmartETFs

LEAD MEDIA PARTNER:
• Wealthmanagement.com

MEDIA PARTNERS:
• Advisor Hub
• Advisor Perspectives
• Asset TV
• CAIA
• ETF.com
• ETFdb
• ETFGI
• ETF Trends
• Family Office Networks
• Female Advisor Network
• Financial Advisor Magazine
• Funds Europe
• Hedge Fund Alert
• Investor's Business Daily
• IPE
• Jobs in ETFs
• Palm Beach Hedge Fund Association
• QWAFAFEW
• RIA Database
• Savvy Investor
• Women in ETFs