June 19, 2019 | Zurich
The Future of ETFs: Zurich
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 19 - Wednesday
Registration & Networking Breakfast
Welcome & Opening Remarks
Host
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Rachel Evans
Head of ETF Coverage, Bloomberg News
Speaker
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Sean Hagerty
Managing Director, Vanguard Europe
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
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Ivan Gilmore
Head of Exchange Traded Products & Global Product Development, London Stock Exchange Plc
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Antonette Kleiser
Senior Vice President, ETF Product Manager, Brown Brothers Harriman
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Thomas Merz
Head of Distribution, Europe, Ex-UK, Vanguard
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Steve Palmer
Director, Head of ETF Sales and Trading, HSBC
Moderator
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Rachel Evans
Head of ETF Coverage, Bloomberg News
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
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Athanasios Psarofagis
EMEA ETF Analyst, Bloomberg Intelligence
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
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Sanjay Rao
Product Manager, Bloomberg Barclays Indices Europe
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Philippe Luethy
Head of Investments Switzerland, Aon
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Tim Edwards
Managing Director, Index Investment Strategy, S&P Dow Jones Indices
Moderator
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Rachel Evans
Head of ETF Coverage, Bloomberg News
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
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Alexander Gaillard
CEO and Founder, InvestGlass
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Louis Odette
EMEA Head of ETF Analysis & Strategy, Citigroup
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Lidia Treiber
Director Research, WisdomTree
Moderator
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Yakob Peterseil
Editor, ETFs Brief, Bloomberg News
Closing Remarks & Networking
Event Concludes
Speakers

Rachel Evans
Head of ETF Coverage Bloomberg News
Sean Hagerty
Managing Director Vanguard Europe
Ivan Gilmore
Head of Exchange Traded Products & Global Product Development London Stock Exchange Plc
Antonette Kleiser
Senior Vice President, ETF Product Manager Brown Brothers Harriman
Thomas Merz
Head of Distribution, Europe, Ex-UK Vanguard
Steve Palmer
Director, Head of ETF Sales and Trading HSBC
Athanasios Psarofagis
EMEA ETF Analyst Bloomberg Intelligence
Sanjay Rao
Product Manager Bloomberg Barclays Indices Europe
Philippe Luethy
Head of Investments Switzerland Aon
Tim Edwards
Managing Director, Index Investment Strategy S&P Dow Jones Indices
Alexander Gaillard
CEO and Founder InvestGlass
Louis Odette
EMEA Head of ETF Analysis & Strategy Citigroup
Lidia Treiber
Director Research WisdomTree
Yakob Peterseil
Editor, ETFs Brief Bloomberg NewsSponsors

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.
Park Hyatt Zurich
Beethovenstrasse 21
8002 Zurich, Switzerland