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7:45 – 8:30 – Registration & Breakfast -
8:20 – 8:30 – Welcome Comments - Don Friedman, Founder & CEO Joint Venture Events Group
8:30 – 9:00 – Chairperson’s Overview - Deborah Fuhr, Managing Partner & Co-Founder ETFGI
9:00 – 9:50 – ETF Strategists All Star Panel – Learn From the ETF Experts - Amid a rapidly changing market environment, and with new products proliferating every day, hear how our panel of all-star strategists are implementing ETFs in their portfolios to create an optimal investment experience.
9:50 – 10:20 – Morning Networking Break -
10:20 – 11:10 – Upgrading Your Global ETF Equity Allocation Strategy - As certain markets continue to recover or develop, while others experience geopolitical disruptions that act as roadblocks to economic growth, our panel will discuss where the globe’s risks and rewards reside.
11:10 – 12:00 – Customizing Your Fixed Income Portfolio In A Fed Watching World - With the Fed pursuing a gradual – but continuous – path of interest rate hikes, our panelists will discuss which ETF strategies offer investors capital preservation – and perhaps some alpha too – when most traditional bond investments decline in value.
12:00 – 1:10 – Networking Lunch -
1:10 – 2:00 – Single Factor or Multi-Factor ETFs? Deciphering Smart Beta 2.0 - A new breed of smart beta products offer strategies that blend or rotate between factors, layering additional complexity onto the ETF universe. Our panel discusses the reasoning behind these strategies and uncovers ways to deploy them within portfolios.
2:00 – 2:50 – Alternative ETFs for Rising Volatility and Rising Rates - Rising volatility and rising rates pose significant challenges for portfolio construction. Alternative ETFs may deliver broad diversification benefits—and at a lower cost—at a time when traditional assets are fully priced and “60/40” portfolios face mounting pressures. In this session, we will review how liquid alternative strategies may help mitigate a variety of portfolio risks, and how innovative alternative ETFs may provide lower-cost, tax-efficient, and user-friendly tools for diversification. This session will include an overview of the universe of alternative ETFs, which has grown beyond leveraged and short index funds to a broad array of single and multi-strategy offerings, encompassing long/short equity, arbitrage, nontraditional bonds, global macro, currencies, commodities, and more. The session will provide in-depth insight into how alternative ETFs are designed to capture differentiated sources of risk and return, as well as key considerations for implementation.
2:50 – 3:20 – Afternoon Networking Break -
3:20 – 4:10 – Portfolio Construction: By Female Advisors for Female Clients - Do female advisors manage money differently than their male counterparts? Should portfolios for female clients be built differently since they oftentimes outlive men? When constructing a portfolio, is “beating the market” less important to female clients? In this session you will not only learn portfolio construction ideas for the forward looking market but also how to share/convey those thoughts and better understand the needs of female clients.
4:10 – 5:00 – Key Components For Portfolio Construction In Today’s Markets - Managers now have scores of options for how to slice up the investment universe. The first day of ETF Strategy Summit panels closes with a discussion on how to rebuild that universe in the current market environment coherently using ETFs.
5:00 – 6:30– Speed Networking/Cocktail Reception -
7:45 – 8:45 – Breakfast -
8:30 – 8:45 – Chairperson’s Recap of Day 1 - Deborah Fuhr, Managing Partner & Co-Founder ETFGI
8:45 – 9:35 – Thematic ETFs: AI, IoT, FinTech, Blockchain and more - Certain sectors are the vanguard of the 21st-century economy, and ETFs that pinpoint these sectors offer tremendous growth potential. Many thematic ETFs have performed well, but a lot of advisors still aren’t sure how they fit into client portfolios. Are they short-term tactical vehicles or long-term strategic positions? This panel examines where and how they fit into the broader asset allocation model.
9:35 – 10:25 – Active ETFs: Finding the Outperformers - Actively managed ETFs remain a small but growing slice of the overall ETF pie, but that slice will continue to grow as new players—such as large mutual fund shops and other asset managers with active strategies—enter the ETF space. Find out who some of the main players are in the active space, and when active strategies make sense versus passive products.
10:25 – 10:55 – Morning Networking Break -
10:55 – 11:45 – ESG: Where the Opportunities Lie In This Burgeoning Space - There are as many definitions of ESG as there are investment vehicles claiming to provide “ESG” exposures. What exactly is ESG investing? Panelists in this session will describe why this space matters to investors and where they can find opportunities to both do good for their portfolios and for the planet.
11:45 – 12:35 – Commodities: Is the Bottom In the Rear-View Mirror? - Commodities are a notorious boom-and-bust story that went big-time bust during the financial crisis. Since then, commodity producers have trimmed supply at a time when the global growth story has resumed, creating a favorable supply-and-demand picture for many commodities. Listen as panelists discuss whether we’re on the cusp of a new commodity bull market.
12:35 – 1:45 – Networking Lunch -
1:45 – 2:35 – Factor Due Diligence; Which ETF Strategy For Today’s Market Environment - Factors are attributes that help explain the risk/reward characteristics—and price movement—of a security. Researchers have found literally thousands of factors; fortunately, most asset managers focus on only a half-dozen or so when constructing factor-based products. Education is key for advisors to understand how factor-based investing can benefit clients, and this panel will discuss how to access factors via ETFs.
2:35 – 3:25 – ETF Overweights and Underweights; Today’s Best Tactical ETF Strategies - Every investment portfolio needs core positions for stability and satellite, or tactical positions for flexibility. This panel will discuss which tactical strategies appear best-positioned to take advantage of current marketplace trends.
3:25 – Conference Concludes -