ETF Strategy Summit 2018-05-22T11:59:15+00:00

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 Strategy Summit (produced by the original co-creators of Inside ETFs) 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.

We hope you’ll take part in this one-of-a-kind opportunity.

Digital Assets and how to manage them

CONFERENCE CHAIRPERSON

Deborah Fuhr

DEBORAH FUHR

Managing Partner & Co-Founder – ETFGI

Deborah Fuhr is the managing partner and co-founder of ETFGI, an independent research and consultancy firm launched in 2012 in London offering a number of research subscription services. Previously, she served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011.

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ALLOCATORS WHO WILL BE SPEAKING INCLUDE

Ben Blaisdell

BENJAMIN BLAISDELL

Managing Director, Investment Oversight Executive
U.S. Trust

Doug Blanton

DOUG BLANTON

Director of Investments
Merit Financial Advisors

Marguerita Cheng

MARGUERITA CHENG, CFP

CEO & CO-FOUNDER
Blue Ocean Global Wealth

Carl Choy

CARL CHOY

Principal
CKW Financial Group

Stephen Cucchiaro

STEPHEN CUCCHIARO

President & Chief Investment Officer
3EDGE Asset Management

John Davi

JOHN DAVI

Founder | CIO
Astoria Portfolio Advisors

Lorraine Ell

LORRAINE ELL

CEO/Senior Financial Advisor
Better Money Decisions

Zaneilia Harris

ZANEILIA HARRIS

President
Harris & Harris Wealth Management Group

Luke King

LUKE KING

Managing Director
Main Management

Rick Lake

RICK LAKE

Co-Founder & Co-Chairman
Lake Partners

Ben Levine

BENJAMIN LAVINE

Chief Investment Officer
3D Asset Management

Justin Sibears

JUSTIN SIBEARS

Managing Director
Newfound Research

Joe Smith

JOE SMITH

Senior Market Strategist
CLS Investments

Linda Zhang

LINDA ZHANG

CEO
Purview Investments

SESSIONS WILL INCLUDE:

  • Factor Due Diligence; Which ETF Strategy For Today’s Market Environment
  • Portfolio Construction: By Female Advisors for Female Clients
  • 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
  • Managing 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
  • Speed networking for buyers and ETF issuers (90 minutes in total) at the end of Day 1
  • Optional one-on-one meetings throughout the event
  • NO service provider registration available

OUR SPONSORS

Blue Star
Davis
Fidelity Investments
FTS Russell
Goldman Sachs
Granite Shares
Oppenheimer funds
robo Global

IN PARTNERSHIP WITH:

ETF Advisor Magazine
Financial Advistor
Private Wealth
XTF

For further information, please contact:
Don Friedman | Tel: 646-321-1785 | Email: don@jveventsgroup.com
Chris Smith | Tel: 404-382-8598 | Email: chris@phixsolutions.com

STAY INFORMED ON FURTHER EVENT DEVELOPMENTS

GET IN TOUCH

JV Events Group
44 Milton Ave.
Alpharetta, GA 30009
Phone: (646) 321-1785
Email: info@JVEventsGroup.com

ON THE HORIZON

ETF STRATEGIES SUMMIT
October 15-16, 2018 | Dallas, TX
GET THE DETAILS
DIGITAL ASSETS STRATEGIES SUMMIT
October 16-17, 2018 | Dallas, TX
GET THE DETAILS