London | October 5, 2017

Bloomberg Invest ETF London

Leveraging the full expertise of power of Bloomberg journalists to uncover data, insights and actionable intelligence, Bloomberg Invest ETF London will provide delegates with actionable information to advance both day-to-day investment decisions and longer term strategy.

Big Money. Big Ideas.

ETFs topped $3.5 trillion of assets under management at the end of 2016 and with consistent, exponential year-over-year growth, show no signs of slowing down. With their lower cost, higher liquidity and broad exposure, ETFs continue to attract more and more investors as top financial players ramp up their offerings around the globe.

On October 5, Bloomberg will host the inaugural Bloomberg Invest ETF London. Through a sharp combination of expert panels and one-on-one interviews with the industry’s biggest players and top analysts, Bloomberg Invest ETF London will tackle head-on the biggest challenges and opportunities inherent in this booming market.

Leveraging the full expertise of power of Bloomberg journalists to uncover data, insights and actionable intelligence, Bloomberg Invest ETF London will provide delegates with actionable information to advance both day-to-day investment decisions and longer term strategy. From fees to fixed income, smart beta to regulation, new technology to the hottest markets, Bloomberg Invest ETF London covers it all.

October 5 - Thursday

8:30 am

Networking Breakfast

9:00 am

Opening Remarks

Speaker

9:15 am

The Passive Management Landscape

Europe is emerging as the next ETF battleground. The market is expected to grow to $1.1 Trillion by 2020 from $725B today. What are the implications of this growth for the European ETF industry and how will it shape the passive investment landscape?

Speakers

9:50 am

Not-So-Fixed Income: The Fast-Developing World of Bond ETFs

Fixed income commands a greater share of ETF assets in Europe than it does in the U.S. We’ll look at innovation in product design and how investors are finding new and novel ways to use bond ETFs in their portfolios.

Speakers

  • Manav Gupta

    Co-Head of European Credit Flow Trading Business, Goldman Sachs

  • Antoine Lesné

    Head of SPDR ETF Strategy & Research, EMEA, State Street Global Advisors

  • Simon McGhee

    Head of ETF Advisory, Bluefin Europe

10:25 am

Under the Hood: Bloomberg Solutions Within the ETF Space

Speaker

  • Carole Bernard

    Senior Specialist in Index, Portfolio and Derivatives, Bloomberg

10:35 am

Networking Break

10:55 am

Smart Beta Special with Rob Arnott

Research Affiliates Chairman and CEO Rob Arnott joins Bloomberg’s Rachel Evans for a deep-dive look at the outlook for smart beta, followed by an extended audience Q&A.

Speaker

11:30 am

Trends in Institutional ETF Trading

How do institutions evaluate ETF liquidity across asset classes and how much are they trading? Who are they executing orders through and using which methods? This presentation will introduce the results of a global survey covering over 200 institutional investors in Europe, the Americas, and Asia.

Speaker

11:40 am

The Liquidity Landscape: From Futures to ETFs

A look at how institutions use ETFs as well as myths vs reality when it comes to ETF liquidity fears.

Moderator

Speakers

12:10 pm

Markets on Demand

Speaker

  • Brett Olsen

    Managing Director, Head of Fixed Income iShares in EMEA, BlackRock

12:20 pm

Networking Lunch

12:25 pm

Special Lunch Session: Examining ESG ETFs

Proudly sponsored by MSCI
Seating is limited. Pre-registration is required

This panel will examine the key drivers of ESG ETFs; what investors should be aware of when blending ESG factors into their portfolio, and how to best align financial and social goa

1:30 pm

To Buy and To Hold: ETFs for the Long Haul

Is it true that ETF investors are trading too often and not investing for the long term? Of all the advantages to using ETFs, has the ease of trading been emphasised too much? What could or should ETF issuers be doing to encourage people to hold for longer? The growth of ETFs has largely happened since the last crash. Many ETF investors have never experienced a serious downturn. Does this augur badly for if and when markets do start sliding?

Moderator

Speakers

2:05 pm

In Conversation with Rt. Hon George Osborne CH

Moderator

Speaker

2:35 pm

Survival in the ETF Jungle: Standing Out From the Crowd

More than half of Europe’s 2,200 funds are smaller than $100 million and probably losing money for their managers. Who will survive? How can managers get ahead of first-movers? How much lower can fees get?

Moderator

Speakers

3:10 pm

ETF Crystal Ball Panel: The Next 10 Years

What will the ETF Industry look like in 10 years’ time? From regulation to new products – what will be the key catalysts changing the ETF ecosystem and who will emerge as the winners and losers?

Moderator

Speakers

3:45 pm

Closing Remarks

3:50 pm

Networking Tea

Speakers

Eric Balchunas

Senior ETF Analyst Bloomberg Intelligence

Stephen Cohen

Managing Director, Head of EMEA iShares BlackRock

Manooj Mistry Manooj Mistry

Head of Passive Investments EMEA Deutsche Asset Management

Lionel Paquin

CEO Lyxor Asset Management

Manav Gupta

Co-Head of European Credit Flow Trading Business Goldman Sachs

Antoine Lesné

Head of SPDR ETF Strategy & Research, EMEA State Street Global Advisors

Simon McGhee

Head of ETF Advisory Bluefin Europe

Carole Bernard

Senior Specialist in Index, Portfolio and Derivatives Bloomberg

Rob Arnott Rob Arnott

Chairman & Chief Executive Officer Research Affiliates

Slawomir Rzeszotko

Head of Institutional Sales & Trading, Europe Jane Street

David Abner

Head of Europe WisdomTree

Frank Tirado

Vice President, Education The Options Industry Council

Brett Olsen

Managing Director, Head of Fixed Income iShares in EMEA BlackRock

Robin Powell

Founder Ember Regis Group

Tom Caddick

Head of Global Multi-Asset Solutions Santander Asset Management

Henry Cobbe

Director and Head of Research Elston Consulting

Deborah Fuhr

Managing Partner & Co-Founder ETFGI

Alan Higgins

Managing Director, Global Markets Coutts

John Micklethwait

Editor-in-Chief Bloomberg

Rt Hon George Osborne CH

Editor London Evening Standard

Elisa Martinuzzi

EMEA Finance & Investing Managing Editor Bloomberg News

Dan Draper

Managing Director and Global Head of ETFs Invesco

Lisa Kealy

Partner EY

Nick King

Head of ETFs Fidelity International

Howie Li

CEO of CANVAS ETF Securities

Gerry Cross Gerry Cross

Director of Policy and Risk Central Bank of Ireland

Laurent Kssis

CEO XBT Provider AB

Baer Pettit

Managing Director and Chief Operating Officer MSCI

Fannie Wurtz

Managing Director, ETF, Indexing & Smart Beta Amundi

Sponsors

BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At June 30, 2017, BlackRock’s AUM was $5.7 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of June 30, 2017, the firm had approximately 13,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa.

For additional information, please visit the Company’s website at www.blackrock.com | Twitter: @blackrock_news | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

For more information, visit www.goldmansachs.com

Jane Street is a leading ETF liquidity provider and home to one of the largest dedicated ETF trading teams in the world. We commit our own capital and leverage our global footprint to help institutional clients buy and sell ETFs with consistently tight spreads. We excel at providing liquidity in complex and difficult-to-navigate markets – even during periods of dislocation and volatility. With offices in New York, London, and Hong Kong, we trade over $5.5B of ETFs every day – over $1.4 trillion in 2016.

For more information, visit www.JaneStreetETFs.com

For more than 40 years, MSCI’s research-based indexes and analytics have helped the world’s leading investors build and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research.

Our line of products and services includes indexes, analytical models, data, real estate benchmarks and ESG research.

MSCI serves 97 of the top 100 largest money managers, according to the most recent P&I ranking.

For more information, visit us at www.msci.com.

Partners

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Participation is by invitation only.

 

To request an invitation, please fill out our form here.