November 20, 2019 | Nasdaq MarketSite, New York City

The Future of Investing:
Capital Markets at the Crossroads

Despite their overall robust economic health ($1 trillion in revenue with over $100 billion in economic profit each year), global capital markets are caught in a perfect storm of sorts that portend dramatic shifts within the industry–revenues and margins are being driven down by tighter regulation, technological innovation is on the rise, and changing social expectations are leaving some incumbent financial institutions scrambling to update customer-unfriendly business models.
Well-functioning, deep capital markets will be more important than ever in the years to come, but industry leaders must address continually changing market forces and prove that they can operate within this new customer-centric, technology enabled, highly regulated paradigm.
In this briefing, we’ll talk with leading investors, technologists, and market leaders about what they see as the most important trends, the most challenging problems, and the most likely developments in the future of capital markets.


November 20 - Wednesday

8:00 am

Registration and Networking Breakfast

9:00 am

Welcome Remarks

9:10 am

Capital Markets at the Crossroads

In this wide-ranging panel discussion, Bloomberg investment reporter Sonali Basak sits down with a panel of experts to talk about the state and future of capital markets.



9:40 am

The Future is Now: Technology and Capital Markets

In this wide-ranging panel, a group of experts looks at ETFs and indexing, the electronification of the bond market, and the ways in which tech is changing capital markets.



10:10 am

Bloomberg Intelligence Presents: ETF Trends to Watch in 2020


10:30 am

In Conversation With Nelson Griggs

We sit down with the President of the Nasdaq Stock Exchange for an in-depth discussion on the state and future of the capital markets.


  • Nelson Griggs

    Executive Vice President, Corporate Services & President, Nasdaq Stock Exchange, Nasdaq


10:55 am

Closing Remarks


Nelson Griggs

Executive Vice President, Corporate Services & President, Nasdaq Stock Exchange Nasdaq

Billy Hult

President Tradeweb Markets

Jennifer Kim

Co-Head, ETF Capital Markets for the Americas Invesco

Ryan McCormack

QQQ Equity ETF Strategist Invesco US

Kevin McPartland

Managing Director, Market Structure and Technology Greenwich Associates

Michael O'Donovan

Partner PJT Partners

Adam Smith

Head of Capital Markets KKR

Liz Young

Director of Market Strategy BNY Mellon Investment Management

Sonali Basak

Financial Correspondent Bloomberg

Eric Balchunas

Senior ETF Analyst Bloomberg Intelligence

Rachel Evans

Head of ETF Coverage Bloomberg News


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.