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


9:05 am

Opening Remarks


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.


  • 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


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.


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?


  • Dan Draper

    Managing Director and Global Head of ETFs, Invesco

  • Bjorn Sibbern

    Executive Vice President Global Information Services, Nasdaq


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.



11:00 am

Closing Remarks & Networking


11:30 am

Event Concludes


Shartia Brantley

Bloomberg Live Senior Programming Director

John Frank

Invesco QQQ Strategist

David Perlman

UBS Global Wealth Management Chief Investment Office ETF Strategist

Shannon Saccocia

Boston Private Chief Investment Officer

Tom Staudt

ARK Invest Chief Operating Officer & Director of Product Development

Sarah Ponczek

Bloomberg News Reporter

Athanasios Psarofagis

Bloomberg Intelligence EMEA ETF Analyst

Dan Draper

Invesco Managing Director and Global Head of ETFs

Bjorn Sibbern

Nasdaq Executive Vice President Global Information Services

Rachel Evans

Bloomberg News Head of ETF Coverage

Stephen Clarke

NextShares Solutions President

Jana Haines

MSCI Managing Director, Head of Index Products Americas

Jeff McCarthy

BNY Mellon Chief Executive Officer of ETFs


Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.  NYSE: IVZ;  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.