Venue
Monarch Beach Resort
Monarch Beach Resort, 1 Monarch Beach Resort N, Dana Point, CA 92629, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Jun 19 PDT - Fri Jun 21 PDT (over 5 years ago)
In your timezone (EST): Wed Jun 19 6:00pm - Fri Jun 21 3:30pm
Location Monarch Beach Resort
1 Monarch Beach Resort N, Dana Point, CA 92629, USA
Region Americas
Details

For the past two decades, IMN has created some of the most essential industry events for the asset management space and we are proud to continue that tradition in 2019 with our flagship event. Serving as the industry's longest running indexing and ETF event, Global Indexing & ETFs 2019

We look forward to hosting a cross-section of industry practitioners - institutional investors and asset owners, index providers, ETF issuers, asset managers, exchanges, technology solutions providers, retail investment advisors, academics and more – in California this June.

Who Should Attend?
• Index Providers
• ETF Issuers
• Asset Managers
• Public & Corporate Pension Plans
• Retail Investment Advisors
• Endowments
• Foundations
• Sovereign Funds
• Family Offices
• High Net Worth Individuals
• Hedge Fund Managers
• Regulators
• Traders
• Investment Consultants
• Investment Analysts
• Financial Advisors
• Planners
• Brokers
• Technology Solutions Providers
• Insurance Companies
• Private Banks
• Venture Capitalists
Liquidity Providers
• Academics

Speakers

2019 Speakers

Mohannad Aama
Managing Director, Rutgers University

Sam Adams
Chief Executive Officer & Co-founder, Vert Asset Management

Darya Allen-attar
Financial Advisor, Morgan Stanley Wealth Management

Jim Altenbach
Portfolio Analyst, Dfpg Investments, Inc.

Glenn Ambach
Senior Portfolio Manager, Efficient Market Advisors

Joe Anthony
President, Financial Services, Gregory Fca Communications

Robert Arnott
Chairman & Chief Executive Officer, Research Affiliates, Llc

Phil Bak
Chief Executive Officer, Exponential Etfs

Michael Beck
Managing Director, Portfolio Manager, Wealthstreet Investment Advisors, Llc

Letitia Berbaum
Wealth Advisor, Optivest Wealth Management

Jason Bloom
Senior Director, Etf Strategy, Invesco

Remy Briand
Managing Director & Global Head of Index and Esg Research, Msci

Travis Briggs
Chief Executive Officer, Robo Global, Llc

Justin Castelli
Founder & Financial Advisor, Rls Wealth Management

Vinny Catalano
Chief Investment Officer, Redmount Capital Partners

Amy Charles
Managing Director, Closed-end Fund and Etf Research, Raymond James

Alex Cochran
Vice President, Canterbury Consulting

Ricardo Cortez
Co- Chief Executive Officer, Broadmark Asset Management, Llc

Jillian Delsignore
Head of Etf Distribution, J.p. Morgan Asset Management

Prakash Dheeriya
Professor of Finance, California State University Dominguez Hills

Jane Edmondson
Founder & Chief Executive Officer, Eqm Capital and Indexes

James Esler
Partner, Capital Management Group Llc

Rick Ferri
Founder & Member, Rick Ferri, Llc.

John Feyerer
Senior Director, Equity Etf Strategy, Invesco

Deborah Fuhr
Managing Partner and Co-founder, Etfgi

Christoph Gackstatter
Product Developer, Stoxx Ltd. / Deutsche Börse Group

Will Geisdorf
Etf Strategist, Ned Davis Research, Inc

Christopher Gething
Founder and Managing Member, Atherean Wealth Management, Llc

Anton Gorodniuk
Sector Analyst, Financials, Sustainability Accounting Standards Board

Adam Grealish
Director of Investing, Betterment

Kushal Gupta
Senior Quantitative Analyst / Portfolio Manager, Tennessee Consolidated Retirement System

Jeff Haneline
Partner, Cohen & Company

Chris Hempstead
Head of Etf Sales, Deutsche Bank Securities

Armond Herndon
Financial Advisor, Merrill Lynch Wealth Management

Benjamin Holland
Controller/trustee, Butler County, Pennsylvania

Stephen Horan
Managing Director, Americas, Cfa Institute

Matt Hougan
Head of Research, Bitwise Asset Management

Ryan Hughes
Founder & Chief Executive Officer, Bull Oak Capital, Llc

David Hultstrom
President, Financial Architects, Llc

Barbara Jaffe
Executive Director Wealth Management, Morgan Stanley Wealth Management

Paul Rt Johnson
Board Member-former, State Universities Retirement System of Illinois

Joel Johnson
Investment Director, Hartford Funds

Todd Johnson
Director of Channel Alliances, Riskalyze

Nir Kaissar
Columnist, Bloomberg Opinion

Dodd Kittsley
National Director, Davis Advisors

Lloyd Kurtz
Senior Portfolio Manager, Head of Social Impact Investing, Wells Fargo Private Bank

Sanyu Kyeyune
Program Manager, Imn

Peter Lazaroff
Chief Investment Officer, Plancorp, Llc

Craig Lazzara
Managing Director, S&p Dow Jones Indices

Roberto Lazzarotto
Head of Sales, Senior Managing Director, Stoxx Ltd.

John Leon
Executive, Vanguard

Joshua Levin
Co-founder, Chief Strategy Officer, Openinvest

Matt Lewis
Head of Capital Markets, American Century

John Love
President & Chief Executive Officer, Uscf

Rob Marrocco
Director, Listings, Cboe Global Markets

Michael Mell
Senior Director, Custom Indices, S&p Dow Jones Indices

Emlen Miles-mattingly
Founder & Chief Executive Officer, Gen Next Wealth

Kathleen Moriarty
Partner, Chapman & Cutler Llp

Mona Naqvi
Senior Director, Esg Indices, S&p Dow Jones Indices

Chris Natividad
Chief Investment Officer, Equbot

John Orner
Vice President, Treasurer & Chief Investment Officer, Blue Cross and Blue Shield of Minnesota

Jorge Padilla
Senior Advisor / Principal, the Lubitz Financial Group

Ben Philips
Cio, Eventshares

Sailesh Radha
Principal, Borealis Global Advisory Llc

Courtney Ranstrom
Co-founder & Financial Life Planner, Trailhead Planners, Llc

Cory Reader
Chief Investment Officer, Hk Wealth Management, Inc.

Rick Redding
Chief Executive Officer, Index Industry Association

Brian Rice
Portfolio Manager, Calstrs

Cullen Roche
Founder, Orcam Financial Group

Fran Rodilosso
Portfolio Manager, Fixed Income Etfs, Van Eck Global

Tyrone Ross
Managing Partner-nbwp, Noblebridge Wealth Management

Allan Roth
Founder, Wealth Logic, Llc

Robert Seawright
Chief Investment & Information Officer, Madison Avenue Securities

James Seyffart
Analyst, Bloomberg Intelligence

Monica Singhania
Founder, Purposeful Financial

Ophelia Snyder
Chief Product Officer, Amun

Orlando Sthory
Managing Director & Partner, Grove Wealth Management

Gary Stringer
President, Stringer Asset Management, Llc

Himanshu Surti
Chief Operating Officer, Cambria Investment Management

Lindsey Tewell
Head of Sales, Etflogic

Perth Tolle
Founder, Life + Liberty Indexes

Jon Vlachogiannis
Co-founder and Chief Executive Officer, Agentrisk

Jack Vogel
Chief Financial Officer, Alpha Architect

Drew Voros
Editor-in-chief, Etf.com

Ari Weinberg
Contributor, the Wall Street Journal

Robert Wilder
Chief Executive Officer, Wilderhill

Joseph Witthohn
Vice President, Emerald Asset Management

Cathie Wood
Chief Executive Officer, Ark Invest

Dasarte Yarnway
Founder & Financial Advisor, Berknell Financial Group

Sherwood Yuen
Head of Partnerships, Just Invest

Damien Zinck
Equity & Index Derivatives, Eurex Exchange

Sponsors & Partners

2019 Sponsors & partners

PLATINUM PLUS SPONSOR:
• S&P Dow Jones Indices

PLATINUM SPONSORSS:
• Invesco

SILVER SPONSORS:
• American Century Investments
• Bitwise
• Cboe
• Davis ETFs
• Eurex
• ExponentialETFs
• Gregory FCA
• HartfordFunds
• OpenInvest
• RsikAlyza
• RoboGlobal
• Stoxx
• USCF
• VanEck

EXHIBITOR SPONSORS:
• Center for Reseach in Security Prices
• Global Financial Data
• Thompson Hine

KNOWLEDGE PARTNER:
• ETFGI

LEAD ASSOCIATION SUPPORTER:
• Index Industry Association

EVENT SUPPORTERS:
• CFA Society Orange County
• FPA of Los Angeles
• FPA of Orange County
• Women in ETFs

LEAD MEDIA PARTNER:
• ETF

MEDIA PARTNERS:
• Alliance
• Debtwire
• ETFExpress
• GreenMoney
• Hedge Fund Alert
• Jobs in ETFs
• MoneyManagementExecutive
• WealtgAdviser