Implementing portfolio construction ideas for today’s forward thinking money managers

The Premier “Buyers Only” All-in-One” 2-Day Due Diligence Solution For Building ETF Portfolios

FOR FINANCIAL ADVISORS AND INSTITUTIONAL INVESTORS ONLY

Financial advisors and institutions continue to increase portfolio allocation to ETFs at a growing rate. However, current market conditions and the proliferation of ETF choices have created a demand for more education and guidance on specific ETF strategies. Over 2 days, the ETF Strategies Summit will focus on addressing the opportunities and challenges of today’s market and present a variety of innovative ETF disciplines and portfolio construction ideas designed for today’s forward thinking money managers.

Building off of the success of the Smart Beta Strategies Summit, the original co-creators of Inside ETFs now bring you the ETF Strategies Summit – a program designed exclusively for and only attended by investment professionals. We hope you’ll take part in this one-of-a-kind opportunity.

SESSIONS AT THE CONFERENCE WILL INCLUDE:

Factor Due Diligence; Which ETF Strategy For Today’s Market Environment
Key Elements in Removing Currency Risk With ETFs
ETF Overweights and Underweights; Today’s Best Tactical ETF Strategies
Customizing Your Fixed Income Portfolio In A Fed Watching World
Single Factor or Multi-Factor ETFs? Deciphering Smart Beta 2.0
ETF Strategists All Star Panel – Learn From the ETF Experts
ESG: Where the Opportunities Lie In This Burgeoning Space
Active ETFs: Finding the outperformers
Harnessing Volatility With Alternative ETFs
The Pros and Cons of Dividend ETF Strategies
Commodities: Is the Bottom In the Rear-View Mirror?
Thematic ETFs: AI, IoT, FinTech, Blockchain and more
Upgrading Your Global ETF Equity Allocation Strategy
Key Components For Portfolio Construction In Today’s Markets

WHAT MAKES OUR EVENT UNIQUE:

Buyside investment professional attendees only
10:1 ratio of buyside investment professionals to sponsors
Agenda is strategy/portfolio construction-focused, not industry-focused
Investment & fund manager (C-level exec, Product Specialist, Portfolio Strategist or Analyst) speaking faculty
Drill down into the approach of the strategy with the fund manager
Maximum of 3 panelists on any given session
10 minute preset meetings for buyers and ETF issuers (90 minutes in total) at end of Day 1
NO service provider registration available

ELIGIBLE ATTENDEES INCLUDE:

Registered Investment Advisors
Registered Reps (RRs)
Security Brokers
ETF Strategists
Endowments

Foundations
Family Offices
Pension Plans
Retirement Plans
CPAs

In Partnership With:

For further information, please contact: Don Friedman
Tel: 646-321-1785 | Email: [email protected]

STAY INFORMED ON FURTHER EVENT DEVELOPMENTS

"Don's track record of producing first class industry leading events speaks for itself. His ability to bring together the right audience, relevant content and an engaging experience is second to none. "

Dodd Kittsley, Director, Davis Advisors

"Don is a talented trade show organizer. Over the years Don has demonstrated he understood the needs of my business and has help me achieve my goals at my industry annual trade show."

Reggie Browne, Senior Managing Dir., ETF Group, Cantor Fitzgerald

"Don time and again has proven he knows how to craft a world class agenda filled with very top of mind content, presented by real experts, while also weaving in top draw keynote speakers."

Adam Phillips, COO, Van Eck/Market Vectors ETFs