June 20, 2019 | Milan

The Future of ETFs: Milan

The Future of ETFs will gather leading issuers, industry experts, and a range of voices across finance to examine the latest disruptive threats and opportunities facing the European ETF sector. We’ll dive into the most pressing issues including how factors like concentration, liquidity, and innovation could further develop the path of the current ETF space. We’ll examine what’s really under the hood of indexes and what the significant differences are between providers and their methodologies. And, looking towards the future, for a financial industry under pressure to evolve and innovate, we’ll find out the extent to which investment teams and executives are harnessing cognitive diversity to provide them with an edge.

June 20 - Thursday

11:00 am

Registration

11:40 am

Welcome & Opening Remarks

Host

Speaker

11:45 am

The Shape of the ETF Industry

As growth and adoption of ETFs only increases, a handful of large providers dominate one end of the spectrum with niche providers at the other—and many are beginning to debate the future implications of this landscape. Is this a good or bad thing for the industry and what will it mean for investors, both professional and retail? In terms of competition, where is the industry heading both regionally and globally? Also how could factors like regulation, liquidity, and innovation further develop or change the path of the current market? With views from across the ETF eco-system we’ll look to draw conclusions for what’s to come.

Speakers

  • Silvia Bosoni

    Head of Italy ETFs, ETPs and Open End Funds, Listing and Market Development, Borsa Italiana, London Stock Exchange Group

  • Thomas Merz

    Head of Distribution, Europe, Ex-UK, Vanguard

  • Slawomir Rzeszotko

    Head of Institutional Sales & Trading, Europe, Jane Street

Moderator

12:15 pm

Bloomberg Presentation: Unearthing Europe’s ETF Landscape

Through fresh, in-depth data and analysis on ETFs in Europe we’ll bring investors up to speed as to where the trends, flows, and numbers stand in a 2019 mid-year outlook. Bloomberg Intelligence will bring you the story and the insights through the terminal charts.

Presenter

12:30 pm

The Future of Benchmarking

Benchmarks have served a crucial role in investing for decades but looking to the future, it’s worth discussing how these performance tools are evolving. While it represents a “passive” investment approach, what’s really under the hood of your index and what are the significant differences between providers and their methodologies? The biggest and most heavily invested indices are still owned by a handful of providers so is there any investor concern about concentration risk? And with indexing expanding to other asset classes, themes, and trends like self-indexing, where might it go next?

Speakers

Moderator

1:00 pm

Staying Ahead by Thinking Differently

The finance sector is under continuous pressure to innovate, grow, and move swiftly. Staying ahead of the competition, offering attractive new investments, and delivering alpha requires an edge that ETFs can deliver, but only with the right ingredients. What are executives doing, therefore, to inspire ETF innovation? On the asset management side how are finance leaders viewing future allocation and implementation? What are the team dynamics that make a real difference to promoting cognitive diversity and inspiring creative, bold decision-making? And ultimately, how can firms creatively stand out today by using AI-related technologies and robo-advisers whilst avoiding potential biases and recognising the value of human oversight?

Speakers

  • Bryon Lake

    Managing Director, Head of International ETFs, JP Morgan

  • Richard Flax

    Chief Investment Officer, Moneyfarm

  • Manuela D’Onofrio

    Co-General Manager and Head of Investments & Products, Cordusio SIM – UniCredit Group

Moderator

1:30 pm

Closing Remarks & Networking Lunch

2:30 pm

Event Concludes

Speakers

Rachel Evans

Head of ETF Coverage Bloomberg News

Sean Hagerty

Managing Director Vanguard Europe

Silvia Bosoni

Head of Italy ETFs, ETPs and Open End Funds, Listing and Market Development Borsa Italiana, London Stock Exchange Group

Thomas Merz

Head of Distribution, Europe, Ex-UK Vanguard

Slawomir Rzeszotko

Head of Institutional Sales & Trading, Europe Jane Street

Athanasios Psarofagis

EMEA ETF Analyst Bloomberg Intelligence

Sanjay Rao

Product Manager Bloomberg Barclays Indices Europe

Emanuele Bellingeri

Head of Asset Management Italy Credit Suisse

Tim Edwards

Managing Director, Index Investment Strategy S&P Dow Jones Indices

Bryon Lake

Managing Director, Head of International ETFs JP Morgan

Richard Flax

Chief Investment Officer Moneyfarm

Manuela D’Onofrio

Co-General Manager and Head of Investments & Products Cordusio SIM – UniCredit Group

Yakob Peterseil

Editor, ETFs Brief Bloomberg News

Sponsor

Founded in 1976, The Vanguard Group Inc. has grown into one of the largest fund managers in the world, with $5.5 trillion in total assets under management (as of 30 April 2019). The Vanguard Group’s unique ownership structure means it is free to focus on low-costs, transparency and fairness for all clients. Vanguard has been present in Europe since 1998, opening its London office in 2009. Since that time the company has built a range of mutual funds and ETFs that bring its low-cost, high-quality ethos to investors across Europe.

Four Seasons Hotel Milan
Via Gesù
6
20121 Milan, Italy