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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 |
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
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
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