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?

moderators

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.

Moderators

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.

Moderator

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

Bloomberg Intelligence ETF Analyst

Nejra Cehic

Bloomberg Anchor

Stephen Cohen

BlackRock Managing Director, Head of EMEA iShares

Manooj Mistry Manooj Mistry

Deutsche Asset Management Head of Passive Investments EMEA

Lionel Paquin

Lyxor Asset Management CEO

Yakob Peterseil

Bloomberg Editor, ETFs Brief, Structured Notes Reports

Manav Gupta

Goldman Sachs Co-Head of European Credit Flow Trading Business

Antoine Lesné

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

Simon McGhee

Bluefin Europe Head of ETF Advisory

Carole Bernard

Bloomberg Senior Specialist in Index, Portfolio and Derivatives

Rachel Evans

Bloomberg News Reporter

Rob Arnott Rob Arnott

Research Affiliates Chairman & Chief Executive Officer

Slawomir Rzeszotko

Jane Street Head of Institutional Sales & Trading, Europe

David Abner

WisdomTree Head of Europe

Frank Tirado

The Options Industry Council Vice President, Education

Brett Olsen

BlackRock Managing Director, Head of Fixed Income iShares in EMEA

Robin Powell

Ember Regis Group Founder

Tom Caddick

Santander Asset Management Head of Global Multi-Asset Solutions

Henry Cobbe

Elston Consulting Director and Head of Research

Deborah Fuhr

ETFGI Managing Partner & Co-Founder

Alan Higgins

Coutts Managing Director, Global Markets

John Micklethwait

Bloomberg Editor-in-Chief

Rt Hon George Osborne CH

London Evening Standard Editor

Elisa Martinuzzi

Bloomberg News EMEA Finance & Investing Managing Editor

Dan Draper

PowerShares by Invesco Managing Director and Global Head of ETFs

Lisa Kealy

EY Partner

Nick King

Fidelity International Head of ETFs

Howie Li

ETF Securities CEO of CANVAS

Gerry Cross Gerry Cross

Central Bank of Ireland Director of Policy and Risk

Laurent Kssis Laurent Kssis

XBT Provider AB CEO

Baer Pettit

MSCI Managing Director and Chief Operating Officer

Fannie Wurtz

Amundi Managing Director, ETF, Indexing & Smart Beta

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

Jobs in ETFs is the world’s first ETF career platform specialized in growing the Exchange Traded Funds industry, educating and inspiring fresh as well as established talent. We want to make missed career opportunities a thing of the past! Our mission is to inspire and motivate ETF professionals globally to achieve their career goals and ensure Employers and Industry Talent are connected so that when opportunities arise, neither of them miss an opportunity. Visit our flagship website www.jobsinetfs.com to see who is hiring, follow companies and access career-specific content and exclusive interviews.

Participation is by invitation only.

 

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