Registration

Luster Gallerie

7:00 AM - 6:30 PM

Marketplace Open

Sparkle

7:00 AM - 6:30 PM

Braindate

Fleur de Lis

8:00 AM - 6:00 PM

Leadership Perspectives

Fontaine

8:00 AM - 8:50 AM

The Women in ETFs breakfast event will feature a panel of established industry leaders set to discuss career navigation, the value of mentorship, as well as the impact of the post-COVID work environment on professional growth.post-COVID work environment on professional growth.

General Session

Glimmer

9:00 AM - 10:30 AM

Conference Kick-off

Glimmer

9:00 AM - 9:10 AM

The Holistic View Of The World Economy: Exploring Megatrends

Glimmer

9:10 AM - 9:40 AM

Things have changed since the ETF world gathered in a meaningful way. Dr. Pippa Malmgren helps distill what megatrends are driving the global economy forward and whatyou need to know to take action for your clients.

The Evolution Of The Crypto Investor

Glimmer

9:40 AM - 10:00 AM

While we have all heard stories of some making millions on crypto investing, the face of crypto investing is changing. As the crypto asset class matures, the crypto investor looks more like your clients, as well as institutional investors. We sit down with the CEO of Grayscale to better understand this sea change: Where is the industry is going? What might be the impact of increased policy and regulations? What do you need to know for the next phase of growth for crypto and Web3?

Convoy

Glimmer

10:00 AM - 10:30 AM

Jeffrey Gundlach will discuss his macroeconomic view and outlook for the markets given today’s global challenges.

Networking Break & Marketplace Tours

Sparkle

10:30 AM - 11:00 AM

Your time to rest, recharge, catch up and make connections. Or do you want to find the best new ETFs? Every major player in the ETF industry will be at our Exchange Marketplace, ready to answer your questions. Not sure where to start? Our Marketplace Tours will get you up close and personal with five leading firms. (Preregistration required)

Braindate Workshop: Coaching Your Clients Through Health and Wealth

Fleur de Lis

10:30 AM - 11:00 AM

Could It Happen Again? The Lessons Of COVID & The Outlook For The Future

Fontaine

11:00 AM - 11:30 AM

The COVID-19 pandemic rocked the world, revealing inadequate global health response capabilities. Variants and vaccine hesitancy prolong the pandemic. What have we learned? And could it happen again?

The Big Debate ...The Macroeconomic Outlook: Bull Market Or Bull@#$?

Glimmer

11:00 AM - 11:40 AM

There are a million and one reasons the economy may implode. Yet more than 10 years into a bull market, returns remain strong. Two noted economists share
their opposing views on the real macro drivers.

Adjusting Your Portfolio For An Age Of Uncertainty

Fontaine

11:30 AM - 12:00 PM

Markets have been unpredictable since their creation. Today is no different. So why are investors more nervous than ever? Our experts walk you through what’s causing the uncertainty and offer new solutions.

Braindate Book Club: Trillions

Fleur de Lis

11:30 AM - 12:00 PM

Tuning Out The Tweets: How Advisors Help Clients Avoid Emotions That Sabotage Returns

Glimmer

11:40 AM - 12:00 PM

Investors are bombarded with headlines and tweets on interest rates, the economy and other key issues. But it’s important to look beyond headlines and learn how advisors help clients stay focused on their long-term financial plans. We’ll draw on Davis’ 50 years of successful investing to share timeless lessons on navigating changing markets and uncovering opportunities.

Center Stage: Active ETFs

Glimmer

12:00 PM - 12:30 PM

Two key experts, for 15 minutes each, provide you with their unique perspective, leaving you with a deeper understanding of the current active market.

A Conversation with QQQ

Fontaine

12:00 PM - 12:30 PM

Longtime ETF pioneer Invesco QQQ ETF and global asset management leader Invesco takes the stage to share their insights on factors, the current state of
equity markets and how you can position client portfolios for the road ahead.

The Exchange Lunch

Ocean Lawn and Spach B-D

12:35 PM - 1:35 PM

Enjoy lunch your way, or join one of our lunch partners for a roundtable discussion on the latest products, challenges and issues they’re hearing from advisors. These roundtables are built to foster solutions-oriented conversations.

Lunch & Learn - Roundtable Discussions

Splash A

12:35 PM - 1:35 PM

Blue Tractor Group: Bringing Active Strategies into the Semi-Transparent ETF Wrapper

Columbia Threadneedle Investments: Beware of Bad Benchmarks

Goldman Sachs Asset Management: Factor Investing for 2022

GraniteShares: Real Assets Outlook: Gold, Commodities & Alternative Income

Harbor Capital Advisors: How To Hedge Inflation In The Current Environment

Braindate Workshop: Secrets to Good Staffing

Fleur de Lis

1:30 PM - 2:00 PM

Investing In Real Asset ETFs

Glimmer

1:40 PM - 2:00 PM

Investors are looking for what real assets can offer: the potential for income, diversification and assets linked to inflation in an unclear global environment.

Managing Risk & Returns
In A Low-Rate World: The Investor's Dual
Dilemma

Fontaine

1:40 PM - 2:20 PM

Investors face a real challenge with rising interest rates and equity market volatility. Where is the fine line between managing risk and maximizing returns? Our
experts share their roadmap for balancing this dual dilemma.

ETF Strategies For The
Unknown: Looking Beyond Just Asset
Allocation & Bonds

Glimmer

2:00 PM - 2:20 PM

Including the invasion of Ukraine, the past two years have been unprecedented. Navigating the markets in a time of war is no easy task, as risk abounds to both the upside and downside. How does one position a portfolio when both outcomes feel less than ideal? In this session, our expert walks you through the tools
and strategies at your disposal to thread the needle and keep clients protected beyond just asset allocation and bonds.

Center Stage: ESG

Fontaine

2:20 PM - 2:50 PM

Two key experts, for 15 minutes each, provide you with their unique perspective, leaving you with a deeper understanding of the current ESG marketplace.

Thematic Investing:
Exploring A Range Of Opportunities

Glimmer

2:20 PM - 2:50 PM

Thematic investing has grown by leaps and bounds. Yet many investors don’t fully understand how to do their due diligence and use these innovative ETFs to maximize their potential. We solve for that in this fireside chat with two key experts.

Deep F@$king Value: The
Case For Value Investing Today

Fontaine

2:50 PM - 3:20 PM

We’ve all enjoyed the decade-long bull market, but we know it must come to an end. We explore what it means to be a value investor, when the tide might turn and how you can

How to Succeed in Fixed Income

Glimmer

2:50 PM - 3:20 PM

How can you get the most from fixed income, even in a low-rate environment? Vanguard’s Head of Fixed Income Sara Devereux offers you the opportunity to get the inside story on the future of fixed income, what strategies have proven successful and how to put those strategies to work for your clients.

Networking Break

Sparkle

3:20 PM - 3:40 PM

Braindate Workshop: The Key to Creating a Must Read Newsletter

Fleur de Lis

3:30 PM - 4:00 PM

The Next Big Question:
China: Geopolitical Risk, Or Investing
Opportunity?

Glimmer

3:40 PM - 4:20 PM

The investing world loves the potential of Chinese internet stocks. But increased government interventions have many wondering, what’s next? Two leading thinkers discuss what’s opportunity and what’s risk in China.

Portfolio Fundamentals:
Bonds Are Now Highly Correlated With
Stocks. Uh Oh…

Fontaine

3:40 PM - 4:20 PM

For the past decade, bonds have moved in lockstep with stocks. Why are we still building 60/40 portfolios when they move together like Fred & Ginger? We consider a radical challenge to building an asset allocation.

The Value Add Of Model
Portfolios

Glimmer

4:20 PM - 4:45 PM

Model portfolios have the ability to streamline an advisor’s practice by allowing them to focus on increasing revenue and retaining clients. Hear from two ETF strategists with a long track record of supporting advisors and empowering them to focus on the activities that truly add value for their clients.

A Conversation With …
Holly Framsted

Fontaine

4:20 PM - 4:45 PM

As one of the world’s largest investment firms moves into the ETF space, it brings a ton of firepower and expertise with it. Hear Capital Group’s head of ETFsshare how she’s taking on the ETF market, why the company is just now entering the market and what we can expect from its products.

The Power Of Disruption: The New Way Forward For Asset Management

Glimmer

4:55 PM - 5:25 PM

There’s not a person on the planet who represents what the future could be more than ARK’s CEO Cathie Wood. Oh, and she has the research to back up her bold claims. Hear what Cathie thinks the future of asset management must look like to deliver real value.

Brainwashed Or Greenwashed: Demystifying ESG Myths

Glimmer

5:25 PM - 5:50 PM

Claims about greenwashing abound. Are they substantiated, and do ESG products seem more sustainable than they actually are? Different companies and datasets are valued differently depending on the client. Must scores be standardized? Are they subjective? This can be solved by providing a rules-based framework (an index approach) rather than a standard data approach. We set the rules of an index and provide a framework that is clearly translatable to end investors.

The Macro Case For Bitcoin: Why It Will Go Up Forever

Glimmer

5:50 PM - 6:30 PM

Is the idea that an asset can just continue to rise absurd? In this deep-dive interview, weexplore how market conditions and government actions are making this all possible.