Monday, October 15, 2018
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
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 key equity markets continue to recover or develop, while others experience geopolitical disruptions that act as roadblocks to economic growth, our panel will discuss where the world’s risks and rewards can be found. We will also discuss the ever-shifting composition of global equity indexes, including the inclusion of Chinese A-Shares and recent graduations into Emerging Markets as well as potential future changes in both Developed and Emerging Markets.
11:10 – 12:00 – Customizing Your Fixed Income Portfolio In A World On “Fed Alert”
With the Federal Reserve 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. European and Japanese monetary policy will also be discussed, along with recent volatility in the Chinese Yuan.
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