October 17 | New York

The Future of Investing:
Understanding the Evolution of Capital Markets

The Future of Investing series continues in New York this October with a deep-dive into the evolution of capital markets. As more technologies take hold of our daily lives, financial markets are not immune and change is happening sooner than you think. Whether you’re a fund manager, trader, quant or exchange operator no one can afford to ignore the technology arms race. For many investors it’s becoming increasingly about being better, faster, and smarter with your investment decisions. In order to do that market-makers must understand how leaders are utilizing tech to invest and stay ahead, what advanced technologies exchanges and hedge funds are going all in on, and simply how you can start to think differently about traditional investment vehicles such as ETFs.

October 17 - Wednesday

8:00 am

Registration & Networking Breakfast

9:00 am

Welcome Remarks


9:05 am

Opening Remarks


9:10 am

Staying Ahead in Today's Market

For today's investor it's all about gaining access and staying ahead of the competition by being better, faster, and smarter and technology is an undeniable component of that. From the explosion of data to advances in artificial intelligence and quantitative strategies how are today's investors evolving with the digital landscape? What's the right mix of new versus traditional strategies and research? Are the concerns about technology causing instability and volatility overblown? We'll gather leaders in the space to look out on the horizon to better understand how investors and the industry are evolving.



9:40 am

Spotlight: The Exchange's View

When it comes to the future of trading, we also need to understand how global marketplaces are viewing and operating with technologies like AI, blockchain, and cloud strategies. And with more innovation also comes the need to for advanced security protections and enhancements. We'll get a firsthand account from one of the world's biggest exchanges who are going all in.



10:00 am

Spotlight: Existing Alongside Robo-Advisors


  • Dan Egan

    Director of Behavioral Finance and Investing, Betterment


10:20 am

Evolving Your Thinking When it Comes to ETFs

While we've assessed where trading and investing may be heading, we also want to better understand where one can adapt their investment views today. With a specific focus on ETFs, Bloomberg Intelligence Senior Analyst Eric Balchunas will lead a lively discussion to address a number of faults and misconceptions investors may be making and how you can begin evolve your thinking.
They include:
- Trading mistakes: How you can better understand market orders and limit orders.
- Watching your Weigh: Understanding why weighing methodologies matter when choosing ETFs.
- Focus on Fee: Why fee is always relative and how you should think differently about costs.



10:50 am

Closing Remarks & Networking

11:30 am

Event Concludes


David Aaron

Co-Chief Executive Officer & Chief Investment Officer EMM Wealth

Stephen Cucchiaro

President & Chief Investment Officer 3EDGE Asset Management

Dan Egan

Director of Behavioral Finance and Investing Betterment

John Frank

QQQ Strategist Invesco

Magnus Haglind

Senior Vice President, Market Technology Nasdaq

Christina Qi

Partner Domeyard

Eric Pollackov

Global Head of ETF Capital Markets Invesco

Maria Cristina Ruiz

Managing Director Cantor Fitzgerald

Eric Balchunas

Senior ETF Analyst Bloomberg Intelligence

Julie Verhage

Technology Reporter Bloomberg News

Max Chafkin

Features Editor Bloomberg Businessweek


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.