September 19 | Boston

The Future of Investing:
Capitalizing on ETF’s Growth

Exchange-traded funds are on their way to $5 trillion in assets, a growth trajectory that will continue to grow as more nations adopt the increasingly popular investment vehicle. For the U.S. investor knowledge of how the ETF market is growing and changing is vital for finding alpha in today’s uncertain market. Even with passively managed ETFs investors do not necessarily want to stand still. We’ll gather leaders in the space to discuss where ETFs serve a place in your portfolio, how competitiveness in the industry could lead to further growth, and where indexing is headed and how its impacting overall capital markets.

September 19 - Wednesday

8:00 am

Registration & Networking Breakfast

9:00 am

Welcome Remarks

Host

9:05 am

Opening Remarks

Speaker

9:10 am

ETFs & Their Place in Your Portfolio

Exchange-traded funds continue to be one of the biggest investment trends in recent history, but knowing where, and what products to put your money can change as fast as new vehicles are being introduced. Even with passively managed ETFs investors do not necessarily want to stand still. We'll gather investment professionals, strategists, and research heads who can speak to how they are dissecting and researching the swath of products today, where they serve a place in one's portfolio, and debate the right mix of passive and active strategies in order to generate alpha.

Speaker

  • David Perlman

    ETF Strategist, UBS Global Wealth Management Chief Investment Office

  • Shannon Saccocia

    Chief Investment Officer, Boston Private

  • Tom Staudt

    Chief Operating Officer & Director of Product Development, ARK Invest

Moderator

9:40 am

Welcome to the ETF Jungle

Through the lens Bloomberg Intelligence we'll present on the state of the ETF industry from fund flows, performance leaders, and new product launches. Also catch an in depth look at Bloomberg ETF Traffic Light-- live on the terminal is now a robust rating tool to help investors navigate the ever growing ETF industry.

Speaker

10:00 am

Trillions and Growing: Just How Big Can the Industry Get?

There are now ETFs tracking essentially every sector, region and asset class, with most categories of funds seeing steady growth. Whether it is domestically from wider adoption of products or added transparency across trades from MIFID II in Europe, we'll look to answer just how big the industry can get from here. To gain a better understanding of how this growth will play out we'll look to answer questions including-- what are the risks and opportunities of new regulations for the ETF market? Is the industry ripe for consolidation? Where will the growth in new products be, and what are the repercussions of intensifying price wars?

Speaker

  • Dan Draper

    Managing Director and Global Head of ETFs, Invesco

  • Bjorn Sibbern

    Executive Vice President Global Information Services, Nasdaq

Moderator

10:30 am

Where Indexing is Heading

The ascent of indexing has offered investors new opportunities for lower-cost, more diversified portfolios. But with any growth, also comes scepticism including debates as to how it's impacting overall capital markets. In order to understand the truths about indexing, its benefits or risks, and where the future of indexing is headed we'll gather thought leaders on all sides of the investment and product landscape to discuss.

Speaker

Moderator

11:00 am

Closing Remarks & Networking

Host

11:30 am

Event Concludes

Speakers

Shartia Brantley

Deputy New York Bureau Chief and Senior Editor Bloomberg Live

John Frank

QQQ Strategist Invesco

David Perlman

ETF Strategist UBS Global Wealth Management Chief Investment Office

Shannon Saccocia

Chief Investment Officer Boston Private

Tom Staudt

Chief Operating Officer & Director of Product Development ARK Invest

Sarah Ponczek

Reporter Bloomberg News

Athanasios Psarofagis

EMEA ETF Analyst Bloomberg Intelligence

Dan Draper

Managing Director and Global Head of ETFs Invesco

Bjorn Sibbern

Executive Vice President Global Information Services Nasdaq

Rachel Evans

Head of ETF Coverage Bloomberg News

Stephen Clarke

President NextShares Solutions

Jana Haines

Managing Director, Head of Index Products Americas MSCI

Jeff McCarthy

Global Head ETF Services BNY Mellon

Sponsor

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.  NYSE: IVZ; www.invesco.com.  Invesco is the provider of QQQ, one of the earliest and largest ETFs in the industry. QQQ trades on the Nasdaq Stock Market where innovation and technology expertise have created a world-recognized marketplace for the world’s biggest and best technology companies.