The 2018 Spring Etp Forum | The Expert Series | 24 April 2018 | New York Athletic Club, 180 Central Park S, New York, NY 10019, USA

With more than $2 Trillion in U.S. listed ETF assets, the demand from the Financial Advisor and Institutional communities continues to grow for what many hail as the premiere investment vehicle of the future. With ETFs providing access to markets formerly only available to select institutions, what’s the best way of positioning your portfolio for 2018? With oil near multi-year lows, equity markets near record highs, QE stimulus packages taking place around the world and U.S. interest rates expected to go higher, are we at an inflection point in various asset classes?

2018 Speakers

Chris Romano
Director of Research, ETF Global

Doug Pet
Global ETF Strategy, BCA Research

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

Graham Day
VP of Product & Research, Innovator Capital Management

Lance McGray
Managing Director, Head of ETF Product, Advisors Asset Management

Toby Loftin
Managing Principal, TriLine Index Solutions

Scott Sacknoff
Founder, SerenityShares

Corey Franco
Founder and Managing Partner, NobleBridge Wealth Management

M. David Sherrill, CFA, CMT
Senior Portfolio Management Director, MSWM

Craig Siena
Senior Vice President, Stifel Nicolaus

Stephen Ruvituso
Managing Director, Merrill Lynch PBIG

Julie Abbett
Executive Director, J.P. Morgan

Scott Kefer, CFA
Senior Portfolio Managerm NewBridge Asset Management

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

Ryan Cvrkel
Sr. Vice President, Institutional ETF Strategist, Direxion Investments

Steven L. Deroian
Head of ETF Strategy, John Hancock Investments

Jim Pacetti
Director of Marketing, ETF Global

Linda H Zhang, Ph.D
CEO and Founder, Purview Investments

Matt Markiewicz
Managing Director, Innovation Shares

Chris Hempstead
ETF Head of Sales, Deutsche Bank US

Jay D. Hatfield
Co-Founder, CEO and Portfolio Manager, Infracap

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

Chris Ferreri
Chief Operating Officer, HTD

Francis G. Rodilosso
Head of Fixed Income ETF Portfolio Management, Van Eck Securities

Conor J. Platt
Founder and CIO, Confluence Capital Management

Ruggero Gramatica
Founder & CEO, Yewno

Shalin Madan
Founder & CIO, Bodhi Tree Asset Management

Jeremie Capron
Managing Partner & Head of Research, ROBO Global

Solomon Shields
Director of Product Management, Nasdaq

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

Michael Obuchowski, Ph.D.
Founder, Merlin Management

Darshan Bhatt
Co-Founder and Deputy CIO, Glovista Investments

Sean O’Hara
Director, Pacer Financial

Karl Snyder
Chief Marketing Strategist, VETS Indexes

Kip Meadows
Founder & Chairman, Nottingham

Ben Phillips
Founder & Chief Investment Officer, EventShares

2018 Sponsors

EXECUTIVE SPONSORS:
• ETF Global®
• VETS Indexes
• LifeStageInvesting
• Virtus ETF Solutions

EXHIBITORS:
• VictoryCapital
• VanEck
• USbancorp
• Direxion ETF / Funds
• InfraCap
• S•NETWORK GLOBAL INDEXES
• Nasdaq
• PACER ETFs
• SPDRs

AGENDA SPONSORS:
• ETC
• Nottingham

SUPPORTERS:
• STIFEL
• CLOSED-END FUND
• ST. JOHN'S UNIVERSITY
• CFA Institute
• SMArt-X
• WOMEN IN ETFs
• madandwall
• CLEARSHARES
• Wilshire
• MONTCLAIR STATE
• BCA
• BODHI TREE
• Confluence Capital
• EVENT SHARES
• FTD
• INNOVATION SHARES
• MERLIN
• Purview Investment
• ROBA GLOBAL
• SerenityShares
• TOROSO INVESTMENT
• TriLine
• Yewno
• John Hancock
• Deutsche BAnk USA
• NATIXIS
• GLOVISTA
• A•A•M
• Morgan Stanley
• Merrill Lynch
• J.P.Morgan
• Northwestern Mutual
• NobleBridge Wealth

MEDIA PARTNERS:
• JOBS IN ETFs
• MARKETMEDIA
• QWAFAFEW