ETF Strategy Summit2018-11-12T07:48:32+00:00

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

FOR FINANCIAL ADVISORS AND INSTITUTIONAL INVESTORS ONLY

15 CFP, CIMA® and CPWA® CE credits 

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.

The ETF Strategy Summit (produced by the original co-creators of Inside ETFs) focuses on addressing the opportunities and challenges of today’s market and presenting a variety of innovative ETF disciplines and portfolio construction ideas designed for today’s forward thinking money managers.

Stay tuned for details regarding our 2019 event.

FEATURED INTERVIEW
Outlook for Emerging & International Markets & whether the Fed will overshoot on interest rates.

FA mag and JV Events Group welcome you to the ETF Strategy Summit

CONFERENCE CHAIRPERSON

DEBORAH FUHR

Managing Partner & Co-Founder
ETFGI

LUNCH KEYNOTE SPEAKERS

JOHN MAULDIN

Chairman
Mauldin Economics

LEX SOKOLIN

Partner, Global Director – Fintech Strategy
Autonomous Research

FEATURED SPEAKERS

Rolf Agatha

ROLF AGATHER

Managing Director, North America Research
FTSE Russell

Ben Blaisdell

BENJAMIN BLAISDELL

Managing Director, Investment Oversight Executive
Bank of America

Doug Blanton

DOUG BLANTON

Director of Investments
Merit Financial Advisors

Travis Briggs

TRAVIS BRIGGS

CEO US
ROBO Global

Salvatore Bruno

SALVATORE BRUNO

Chief Investment Officer and Managing Director
IndexIQ

Robbie Cannon

ROBBIE CANNON

PRESIDENT, CEO
Horizon Investments, LLC

Marguerita Cheng

MARGUERITA CHENG

CEO & CO-FOUNDER
Blue Ocean Global Wealth

Carl Choy

CARL CHOY

Principal
CKW Financial Group

Julie Cooling

JULIE COOLING

Founder, CEO
RIA Channel

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

Yann Furic

YANN FURIC

Portfolio Manager, Asset Allocation & Alternative Strategies
Professionals’ Financial

Brian Giere

BRIAN GIERE

Director
Amplify ETFs

Jack Gilligan

JACK GILLIGAN, CFA

Director of Research
ClearRock Capital

Zaneilia Harris

ZANEILIA HARRIS

President
Harris & Harris Wealth Management Group

Jay Hatfield

JAY HATFIELD

Co-Founder, CEO & Portfolio Manager
Infrastructure Capital Advisors, LLC

William Hoyt

WILLIAM HOYT, CFA

Head of Research and Portfolio Management
Hartford Funds

Sam Huszczo

SAM HUSZCZO, CFA®, CFP®

Owner
SGH Wealth Management

Jay Jacobs

JAY JACOBS

Director of Research
Global X Funds

Janet Flanders Johnston

JANET FLANDERS JOHNSTON, CFA

Portfolio Manager
TrimTabs Asset Management

Bram Kaplan

BRAM KAPLAN

Executive Director | Equity Derivatives Strategy
J.P. Morgan Securities

Luke King

LUKE KING

Managing Director
Main Management

Dodd Kittsley

DODD KITTSLEY

Director
Davis Advisors

Richard Koerner

RICHARD M. KOERNER, CIMA®

SVP, Sector | ETF Investments Sales Manager
Fidelity Institutional Asset Management

Rick Lake

RICK LAKE

Co-Founder & Co-Chairman
Lake Partners

Ben Levine

BENJAMIN LAVINE

Chief Investment Officer
3D Asset Management

Wes Matthews

WES MATHEWS, CFA

Director, Portfolio Solutions
Milliman, Sub Advisor for DeltaShares

Ryan O'Carroll, CIMA

RYAN O’CARROLL, CIMA®

ETF Specialist
OppenheimerFunds, Inc.

Jay Pelosky

JAY PELOSKY

CIO & Co-Founder
TPW Investment Management

Alex Pire

ALEX PIRÉ

Head of Client Portfolio Management
Seeyond

Steven Quinn

STEVEN QUINN

Head of ETP Distribution
Janus Henderson Investors

Will Rhind

WILL RHIND

Founder & CEO
GraniteShares

Ed Rosenberg

ED ROSENBERG

SVP – Head of ETFs
American Century Investments

James Seyffart

JAMES SEYFFART, CFA

ETF Analyst
Bloomberg Intelligence

Justin Sibears

JUSTIN SIBEARS

Managing Director
Newfound Research

Mansi Singhal

MANSI SINGHAL

Co-Founder
Qplum

Joe Smith

JOE SMITH

Senior Market Strategist
CLS Investments

Perth Tolle

PERTH TOLLE

Founder
Life + Liberty Indexes

Linda Zhang

LINDA ZHANG

CEO
Purview Investments

SESSIONS INCLUDED:

  • 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
  • Alternative ETFs for Rising Volatility and Rising Rates
  • The ABCs of Blockchain & Cryptocurrencies
  • Commodities: Is the Bottom In the Rear-View Mirror?
  • Thematic ETFs: AI, IoT, FinTech, Blockchain and more
  • The Digitization of Wealth Management and the Rise of AI
  • Upgrading Your Global ETF Equity Allocation Strategy
  • Key Components For Portfolio Construction In Today’s Markets

WHAT MAKES OUR EVENT UNIQUE:

  • Allocator/buyside investment professional attendees only
  • 8:1 ratio of allocator/buyside investment professionals to sponsors
  • Agenda is strategy/portfolio construction-focused, not industry-focused
  • An allocator speaker on each session
  • 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
  • Optional one-on-one meetings throughout the event
  • NO service provider registration available

OUR SPONSORS

American Century Investments
Amplify
Blue Star
Davis
Delta Shares
Exponential ETFs
Fidelity Investments
FTS Russell
Global X
Goldman Sachs
Granite Shares
Hartford Funds
Index IQ
InfraCap
Janus Henderson
Natixis
Oppenheimer funds
robo Global
TrimTabs

IN PARTNERSHIP WITH:

Barrons
ETF Advisor Magazine
ETF
ETFGI
Financial Advistor
Wall Street Journal
Private Wealth
XTF

For further information, please contact:
Don Friedman | Tel: 646-321-1785 | Email: don@jveventsgroup.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 STRATEGY SUMMIT
September, 2019
(Details Coming Soon)

DIGITAL ASSET STRATEGY SUMMIT
October, 2019
(Details Coming Soon)