2nd Annual Smart Beta Strategies Summit

Rules-based strategies designed to outperform the market

Smart Beta Strategies Summit 2018-03-04T03:23:27+00:00

9 CFP, CIMA® and CPWA® CE credits were available for this program

The Details

Our “buyers only” strategy & portfolio construction program led to our Smart Beta Strategies Summit being a great success. After speaking with hundreds of financial advisors, at their request, we will be creating a more enhanced educational experience by incorporating different smart beta strategies into our ETF Strategies Summit (Oct. 15 – 16 – Dallas, TX).

Until our agenda is available for our ETF Strategies Summit, we will leave the agenda, speakers and sponsors for our Smart Beta Strategies Summit available.

We look forward to providing you with more details shortly.

OUR SPEAKERS
THE AGENDA
OUR SPONSORS
ETF SRATEGIES SUMMIT

CONFERENCE CHAIRPERSON

DEBORAH FUHR

Managing Partner & Co-Founder
ETFGI

KEYNOTE SPEAKER

Jeff Sherman

JEFFREY SHERMAN

Deputy Chief Investment Officer
Doubleline

Featured Speakers

Michael Akins
MICHAEL AKINS
SVP, Head of ETFs
ALPS

Tim Baker
TIM BAKER
Director of Product Strategy
Symmetry

Matthew Bartolini
MATTHEW BARTOLINI
Head of SPDR Americas Research
State Street Global Advisors

Reggie Brown
REGGIE BROWNE
Senior Managing Dir. – ETF Group
Cantor Fitzgerald

Jillian DelSignore
JILLIAN DELSIGNORE
Executive Director, Head of ETF Distribution
J.P. Morgan Asset Management

John Eckstein
JOHN ECKSTEIN
Chief Investment Officer
Astor Investment Management

Mike Fardy
MIKE FARDY
Senior Investment Specialist
FlexShares

John Feyerer
JOHN FEYERER
Vice President, Director of Equity ETF Product Strategy
PowerShares by Invesco

Rob Glownia
ROB GLOWNIA
CFA, CFP, Portfolio Manager
RiverFront Investment Group, LLC

Edward Kerschner
EDWARD KERSCHNER
Chief Portfolio Strategist
Columbia Threadneedle Investments

Samuel Lau
SAMUEL C.Y. LAU
Asset Allocation
DoubleLine

Brent Leadbetter
BRENT LEADBETTER
Senior Vice President
Research Affiliates

Joe Mallan
JOE MALLEN
Chief Investment Officer
Helios Quantitative Research

David Mazza
DAVID MAZZA
SVP, Head of ETF Investment Strategy
OppenheimerFunds, Inc.

William McCalpin
WILLIAM McCALPIN
Managing Partner, Impact Investments
Athena Capital Advisors

Steven Quinn
STEVEN QUINN
Head of ETP Distribution
Janus Henderson Investors

Justin Sibears
JUSTIN SIBEARS
Managing Director
Newfound Research

Lukas Smart
LUKAS SMART
Senior Portfolio Manager & Vice President
Dimensional Fund Advisors

Michael Zinkand
MICHAEL ZINKAND
Executive Director, Fund Strategy
FS Investments

Lead Sponsor

DoubleLine

Executive Sponsors

ALPS Funds
Cantor ETF Group
Columbia Threadneedle
FlexShares
Franklin Shares
Janus Henderson Investors
John Hancock
JP Morgan ETFs
OppenheimerFunds
PowerShares by Invesco
State Street Global Advisors
Symmetry

Partners

CAIA Association
ETF Advisor
ETFGI
FA magazine
Private Wealth

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