The Catalyst for the Next Decade of ETF Innovation & Growth 2022 | Exchange ETF LLC | 11 April 2022 | Fontainebleau Miami Beach, 4441 Collins Ave, Miami Beach, FL 33140, USA

Experience the Exchange Difference.
A New Era Built Around the Exchange of Ideas.
Featuring a Newly Designed Interactive and Immersive Exhibit Hall Connecting You With Your Peers and Industry Innovators.
Be Part of the Most Forward-thinking Etf Event in the Industry.

What Is Exchange?
Exchange Is a New Large-scale Experience Created to Be the Most Important Annual Gathering for the Etf-centric Advisor and Etf Industry. It Is Built With Financial Advisors, Not Just for Them. Exchange Promises to Be a Catalyst for Growth, an Incubator of Ideas and a Safe Place for Attendees to Connect and Learn.

The Exchange Marketplace
No More Empty Exhibit Halls. Exchange’s Marketplace Will Feature Immersive Experiences for Advisors and Industry Participants. Gone Are the Days of Advisors Combing the Exhibit for Swag to Take Home to Their Children. In Place, We Feature a Dynamic Marketplace That Encourages Conversation and Curiosity. Connect and Learn With the Etf Industry’s Best and Brightest Across Four Days of Networking and Learning.

2022 Speakers

Matt Hougan
Co-Founder, Exchange

Tom Lydon
Co-Founder, Exchange

Dave Nadig
Co-Founder, Exchange

Jeremy Senderowicz
Shareholder, VedderPrice

Morrison Warren
Co-Chair, Investment Management Group, Chapman and Cutler

Eric Balchunas
Senior ETF Analyst, Bloomberg Intelligence

Elisabeth Kashner
Director of Global Fund Research & Analytics, FactSet

Cinthia Murphy
Research Director & Business Leader, ETF Think Tank

Shannon Saccocia
CIO, Boston Private, an SVB Company

Michael Cronan
President, ETF Insight

Steve Feinour
Partner, Stradley Ronon Stevens & Young

Andy Hicks
SVP, Director, ETF Portfolio Management & Research, SS&C ALPS Advisors

Hector McNeil
Co-Founder & Co-CEO, HANetf

Terry Norman
Founder, Blue Tractor Group

Bryan Paone
Relationship Manager, SEI

Michael Prendergast
Senior Vice President - Senior ETF Product Specialist, Ultimus Fund Solutions

Jeffrey Sardinha
Managing Director - Head of ETF Bridge Team, State Street Global Services

Nicholas Tannura
CIO, GSI Capital Advisors

Lara Crigger
Managing Editor, ETF Trends & ETF Database

Deborah Fuhr
Founder, Managing Partner, ETFGI

Ben Johnson
Director of Global ETF Research, Morningstar

Todd Rosenbluth
Head of Research, ETF Trends and ETF Database

Sam Hinkie
Former Philadelphia 76ers GM

Julia Stoll
Associate Vice President, Media Relations & Business Development, MacMillan Sullivan Communications

Cleo Chang
Senior Vice President & Head of Investment Solutions, American Century

Emily Meyer
Northern Trust

Anna Paglia
Managing Director,Global Head of ETFs & Indexed Strategies, Invesco

Kara Pagliuca
State Street

Shanna Weber
Managing Director of Corporate Strategy, Charles Schwab

Louise Slinger
Managing Director, Head of Global Marketing, S&P Dow Jones Indices

Dr. Pippa Malmgren
Former US Presidential Advisor, Former Advisor to the UK Cabinet Best-Selling, Award-Winning Author & Tech Entrepreneur

Katie Greifeld
Anchor, Bloomberg Quicktake

Michael Sonnenshein
CEO, Grayscale

Jeffrey Gundlach
CEO CIO, DoubleLine

Charity Dean
CEO & Co-Founder, The Public Health Company

Barry Ritholtz
Chairman & CIO, Ritholtz Wealth Management

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

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

Corey Hoffstein

Michael Green
Chief Strategist and Portfolio Manager, Simplify Asset Management

Richard Bernstein
CEO/CIO, Richard Benstein Advisors

Cameron Dawson
Chief Market Strategist, Fieldpoint Private Securities

Chris Davis
CEO, Davis Funds

Beverly Chandler
Managing Editor, ETF Express

Ryan McCormack
Factor & Core Equity Strategist, Invesco

Gregory Friedman
Head of ETF Management and Strategy, Fidelity Investments

Hamilton Reiner
Managing Director, Head of the U.S. Structured Equity Team, Head of U.S. Equity Derivatives, J.P. Morgan Asset Management

Richard Taormina
Managing Director, Head of Tax Aware Strategies, J.P. Morgan Asset Management

Bobby Barnes
Head of Quantitative Index Solutions, Fidelity Investments

Steve Cook
Managing Director, ETFs, Harbor Capital Advisors

Ross Frankenfield
Managing Director, Harbor Capital Advisors

Simon Goulet
Co-Founder, Blue Tractor Group

Jay McAndrew
Head of Strategic Beta Sales, Columbia Threadneedle Investments

William Rhind
Founder CEO, GraniteShares

Kim Arthur
CEO & CIO, Main Management

Marc Odo
Client Portfolio Manager, Swan Global Investments

Christopher Huemmer
Senior Investment Strategist Northern Trust Asset Management, FlexShares

Jeff Chang
President, Cboe Vest

Guillermo Cano
Executive Director, Index Solutions Team, MSCI

Martin Jarzebowski
Director of ESG & Responsible Investing, Federated Hermes

Rolf Agather
Head of Product and Research, Morningstar Indexes

Caleb Silver
Editor in Chief, Investopedia.com

Rebecca Felton
Senior Market Strategist, RiverFront Investment Group

Sam Huszczo
Founder, SGH Wealth Management

Lewis Ratti
Senior Investment Strategist, Hartford Funds

Sara Devereux
Principal, Global Head of Fixed Income Group Investment Management Group, Vanguard

Sébastien Page
Head of Global Multi-Asset, T. Rowe Price

Brendan Ahern
CIO, KraneShares

Robbin Wigglesworth
Global Finance Correspondent, Financial Times

Emlen Miles-Mattingly

Holly Framsted
Head of ETFs, Capital Group

Terry Ober
National Sales Director, Richard Bernstein Advisors

Robb Weiland
Regional Vice President, Main Management

Brie Williams
Head of Practice Management, State Street Global Advisors

Cathie Wood
CEO, ARK Invest

Bob Pisani

Margaret Dorn
Senior Director, Head of ESG Indices, North America, S&P Dow Jones Indices

Daniela Cambone
Editor-at-Large & Chief Anchor, Stansberry Research

Frank Holmes
CEO & CIO, U.S. Global Investors | Executive Chairman, HIVE Blockchain Technologies

Michael Saylor
Chairman & CEO, MicroStrategy (MSTR)

Dr. Frank Luntz
Author & American Political & Communications Consultant

Tina Powell

Gerard O’Reilly
Co-CEO & CIO, Dimensional Fund Advisors

Peggy Vena
Global Head of ETF Services, Securities Services, Citi

Kathryn Koch
CIO, Public Equity, Goldman Sachs Asset Management

Michael Durso
Co-Founder & CIO, ShoreHaven Wealth Partners

Dasarte Yarnway
Founder & Managing Director, Berknell Financial Group

Kevin T. Carter
Founder & Chief Investment Officer, EMQQ & FMQQ

Reginald Browne
Principal, GTS

Lawrence Jules
VP, Head Trader, 3EDGE Asset Management

Jake Rapaport
Head of Digital Asset Index Research, Nasdaq

Hany Rashwan
CEO, 21Shares

Ben Strack
Reporter, Blockworks

Shana Sissel

Suzanne Lundeen Abrams

Nancy Davis
CIO, Quadratic Capital, & Portfolio Manager, IVOL ETF

Brett Winton
Director of Research, ARK Invest

Lois Gregson
Senior ETF Analyst, FactSet Research Systems

Jonathan Strok
Portfolio Manager, Country Trust Bank

Catherine Yoshimoto
Director, Product Management, FTSE Russell

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

Edward Rosenberg
SVP, Head of ETFs, American Century Investments

Mark Lieb
Founder, President & CEO, Spectrum Asset Management

Mr. John Swolfs
Co-Founder, Advisor Circle

Jason Chen
Senior Research Analyst, DWS Research Institute

Sui Chung
CEO, CF Benchmarks

Nathan Miller
Senior Vice President, Emles

Nate Geraci

David LaValle
Managing Director, Global Head of ETFs, Grayscale Investments

Steven McClurg
CIO, Valkyrie Funds

Kathleen Moriarty
Senior Counsel, Chapman and Cutler

Nicole Casperson
Founder & Host, WTFintech?

Ric Edelman
Founder, Digital Assets Council of Financial Professionals

Nicholas Kalivas
Head of Factor & Core Equity Product Strategy for ETFs & Indexed Strategies, Invesco

Marc Zeitoun
COO–North America Distribution, Columbia Threadneedle

Vance Barse
Wealth Strategist & Founder, Your Dedicated Fiduciary

Michael Lane
Head of iShares U.S. Wealth Advisory, BlackRock

Dale Hanks
Equity Investment Director, Capital Group

Pavel Vaynshtok
Managing Director, Global Head of Strategy Indices, S&P Dow Jones Indices

Vernita Exum
Principal Global Head, ETF Capital Markets & Broker & Index Relations, Investment Management Group, Vanguard

Ryan Barksdale
Head of Advisor Portfolio Analytics & Consulting, Vanguard

Michael Batnick
Director of Research, Ritholtz Wealth Management

Ben Carlson
Director of Institutional Asset Management, Ritholtz Wealth Management

Julie Hyman
Anchor, Yahoo Finance

Jenny Johnson
President & CEO, Franklin Templeton

Michael Strahan
Host of GMA, NFL Hall of Famer

Michael Kitces
Chief Financial Planning Nerd, Kitces.com

Anna N'Jie-Konte
Founder, Dare to Dream Financial Planning

Daniella Levine Cava
Miami-Dade County Mayor

Nicole Boyson
Professor of Finance & Department Chair, Northeastern University

Brian Portnoy
CEO, Shaping Wealth

2022 Sponsors

5 STAR SPONSORS:
• Ark Invest
• State Street SPDR
• Vanguard

4 STAR SPONSORS:
• American Century Investments
• ETF Action
• Federated Hermes
• Fidelity Investments
• FLX Networks
• FTSE Russell
• Grayscale
• Harbor
• Ice
• Invesco
• Invesco QQQ
• iShares
• John Hancock Investment Management
• J.P Morgan
• J.P Morgan Asset Management
• Morningstar Indexes
• Nasdaq
• NYSE
• S&P Dow Jones Indices
• T.Rowe Price
• Valkyrie

3 STAR SPONSORS:
• 21 Shares
• Cf Benchmarks
• BlueTractor
• Columbia Threadneedle
• Davis ETFs
• Dimensional
• DoubleLine
• DWS Xtrackers
• EMQQ
• First Trust
• Flex Shares
• Goldman Sachs
• Hartford Funds
• iM Global Partner
• Nationwide
• Swan Global Investments

2 STAR SPONSORS:
• Alerian
• Alger
• Bita
• Cambria
• Citadel Securities
• Citi
• Flow Traders
• Global X
• IndexIQ
• Jane Street
• MSCI
• Neubergder Berman
• Pimco
• ProShares
• Putnam Investments
• QontigoX
• SS&C Alps Advisors
• State Street Global Services
• Ultimus Fund Solutions
• Vedder Price

1 STAR SPONSORS:
• AAM
• Abrdn
• Alpha Artchitect
• Amplify ETFs
• Bitwise
• Bloomberg
• BNY Mellon
• Broadridge
• BTIG
• CFRA
• CoinDesk Indices
• CRSP
• Direxion
• EdgarAgents
• Emles
• Engine No.1
• Foreside
• Franklin Templeton
• Gemini
• Granite Shares
• GTS
• Haneft
• Innovative Portfolios
• Innovator
• K&L Gates
• KraneShares
• Natixis
• Nuveen
• Old Mission
• Osprey Funds
• Pacer ETFs
• Principal
• RBC Capital Markets
• SEI
• Simply ETFs
• SmartETFs
• Snappy Kraken
• Stradley Ronon
• Tradeweb
• U.S Global Investors
• US Bank
• USCF
• VanEck
• Virtu Financial
• Virtus ETFs
• Volos
• Wisdom Tree
• Ycharts