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

The Changing Face Of Active: How The Rise Of Passive Has Reshaped Portfolios

Fontaine

8:00 AM - 8:50 AM

Morning Remarks

Glimmer

9:00 AM - 9:05 AM

Words That Work: Words To Use & Words To Lose

Glimmer

9:05 AM - 9:35 AM

Ever wonder why a prospect left your office without signing? Frank Luntz knows. Putting focus on your words and not your services will change how you communicate with clients and prospects to grow your assets.

How The Pioneers Of Factor Investing Are Changing The ETF Landscape

Glimmer

9:35 AM - 10:00 AM

The pioneers of factor investing, Dimensional, have provided advisors with systematic investment solutions to empower their clients’ financial future for over 40 years. In this interview, we dig into why Dimensional has entered the ETF marketplace, how it’s improving the game through daily flexibility, and how it’s driving the industry forward by filling gaps in the market. Join us for a can’t-miss conversation with its co-CEO & CIOGerard O’Reilly and Citi’s Global Head of ETF Services, Peggy Vena.

From Theme To Reality: Invest In The Future, Not The Past - A
Conversation With Katie Koch

Glimmer

10:00 AM - 10:20 AM

The world is changing, with advancements in innovation and new consumption patterns of young consumers. But investors may be underexposed, as traditional benchmarks are over-concentrated in a few names and allocate too much capital to past winners. Katie Koch, CIO of public equity at Goldman Sachs Asset Management, shares how her team thinks about positioning clients on the right side of disruption by leaning into four key megatrends and why now may be a compelling time to invest in innovation.

Networking Break & Marketplace Tours

Sparkle

10:20 AM - 10:40 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 Book Club: The Allocator's Edge

Fleur de Lis

10:30 AM - 11:00 AM

Digital Consumption
Goes Global: ‘The Biggest Growth

Glimmer

10:40 PM - 11:05 AM

Opportunity In The History Of Capitalism’
The developing world is coming online at a dizzying pace. Defined by McKinsey & Co as “the biggest growth opportunity in the history of capitalism,” Kevin Carter gives you an on-the-ground look at the next wave of global internet giants, driven by the 5.4 billion people under age 30 in emerging and frontier markets.

Building A Modern
Advisory Practice

Fontaine

10:40 PM - 11:10 AM

The advisory industry is constantly changing and adapting to client needs. More recently, the trend has been to build a practice you love and the clients will follow. Hear from three modern-day advisors as they share their stories and leave you with a few tips to
bring your practice into the modern age.

Beyond Bitcoin: Where
Crypto Goes Next

Glimmer

11:05 AM - 11:40 AM

All everyone is talking about is the blockchain and bitcoin. But there’s so much more to crypto and digital currencies as an asset class. In this session, we look into the future and share where the next wave of opportunity sits.

The New Era Of ETF Trading:
Why The Old Rules No Longer Apply

Fontaine

11:10 PM - 11:45 PM

It feels like for the past two-plus decades, ETFs traded according to one set of rules. All of that is changing as new products come to market, capturing flows from different investor segments. We explore the new age of ETFs, how they work, come to market and what you need to know from a trading perspective.

Understanding The Life
Cycle Of Disruptive Innovation

Glimmer

11:40 AM - 12:00 PM

Change does not happen overnight, yet at times it feels like it happens all at once. As technology and innovation continue to increase efficiencies, displace incumbents and gain the majority of market share, it’s more vital than ever to understand their long-term impacts. Hear how these trends will allow investors to capture exponential growth opportunities with a strategic allocation for the investor with a long-term time horizon.

Center Stage: Inflation

Fontaine

11:45 AM - 12:00 PM

Inflation is finally rearing its ugly head as the pandemic winds down and supply chains remain stressed. Our inflation expert walks you through not only solutions but how to speak to your clients about this headline-grabbing market trend.

IPOs & Indexes: Oil &
Vinegar For Investment Opportunities?

Fontaine

12:00 PM - 12:30 PM

Companies are going public later. More of the value is accruing to private investors. But can index investors get a piece of the pie? In this session, we explore how indexes are becoming more proactive and allowing investors to get on board earlier than ever before.

Why You Should Still Own
Bonds (Or Not)

Glimmer

12:00 PM - 12:40 PM

Interest rates are at 5,000-year lows (that’s not a typo). Despite this, some think the future is bright for bonds and that portfolios can’t do without them. We address both sides of the debate to get you answers.

Preferred & Capital
Securities In An Inflationary Environment

Fontaine

12:30 PM - 12:50 PM

Rate hikes are expected through all of 2022. Where are investors to turn? Fixed Income indexes have their pros and cons. Does the answer lie in active management? We look to answer that question in 20 minutes.

The Exchange Lunch

Ocean Lawn and Spach B-D

12:50 PM - 1:55 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

12:55 PM - 1:55 PM

CF Benchmarks: Digital Assets in an exchange-traded wrapper - how to ensure NAV tracking and liquidity

Columbia Threadneedle Asset Management: Beware of Bad Benchmarks -

DWS: ESG - What Impact It Could Have on Your Portfolio

Emles: How An Active Approach Can Uncover Deep Value

How To Explain Digital
Assets & Keep Your Clients

Glimmer

2:00 PM - 2:30 PM

More than 80% of clients expect their financial advisors to be knowledgeable about bitcoin, and 62% say they would switch advisors to get advice about bitcoin. Are you knowledgeable enough about this new asset class to keep your clients and AUM rather than lose them? In this 30-minute session, the founder of the nation’s largest RIA will show you why you can’t ignore digital assets, and how you can explain them to your clients–including responding to common objections.

Accessing & Investing In
Crypto: Why It's Much Easier Than You Think

Fontaine

2:00 PM - 2:35 PM

If it feels like everyone and your mom is talking about investing in cryptocurrencies, it’s because they are. In this session, we focus on getting access, and how you can marry traditional assets with the asset class of the future.

Center Stage: Smart Beta

Glimmer

2:30 PM - 3:00 PM

Two key experts, for 15 minutes each, provide their unique perspective, leaving you with a deeper understanding of the current state of smart beta in the decade-long bull market.

Braindate Book Club

Fleur de Lis

2:30 PM - 3:00 PM

Lessons From The Wealth
Makers

Fontaine

2:35 PM - 3:00 PM

Advisors love to hear how their peers and competitors are integrating ETFs into their asset allocations and investment theses. In this session, the head of iShares Wealth shares how the top wealth makers in the U.S. are embracing ETFs to improve their practices.

Seize The Opportunity:
Marrying Analytics And ETF Capital Market

Glimmer

3:00 PM - 3:25 PM

Insights To Enact Portfolio Change. Every advisor understands the need for changes to their asset allocation, but they’re usually in the dark on the ramifications of such adjustments. In this session, our experts combine their real-world insights— alongside the analytics captured from an exploding ETF marketplace—to offer portfolio construction strategies to help shape client portfolios for the future.

Center Stage: Sourcing
Income

Fontaine

3:00 PM - 3:30 PM

Two key experts, for 15 minutes each, provide their unique perspective, leaving you with a deeper understanding of where to source income.

Networking Break

Sparkle

3:25 PM - 4:00 PM

Braindate Workshop: Decoding The TechStack: How to Pick the Right Software for your Business

Fleur de Lis

3:30 PM - 4:00 PM

Animal Spirits

Glimmer

4:00 PM - 5:00 PM

Join Michael Batnick and Ben Carlson live on the Glimmer stage at Exchange as they talk about what they’re reading, writing, listening to and watching.

A Conversation With Jenny Johnson…

Glimmer

5:00 PM - 5:25 PM

Hear from the CEO of one of the world’s largest asset managers as she has a
wide-ranging conversation with Yahoo Finance’s Julie Hyman, covering FranklinTempleton’s burgeoning ETF business, her thoughts on disruptive innovation, the future of asset management and much more.

Wake Up Happy: The Dream-Big, Win-Big Guide To Transforming Your Life

Glimmer

5:25 PM - 6:00 PM

Two-time Super Bowl Champion, Emmy award-winner and host of Good Morning America... there’s not much Hall of Famer Michael Strahan can’t do. In this closing Tuesday interview, he talks about his life between the lines and how he’s been able to transition and thrive in his new roles.

The Exchange Nightcap

Ocean Lawn

8:30 PM - 10:00 PM

As Exchange draws to a conclusion, we invite you to join us and your fellow attendees to sit, relax and enjoy the final evening of Exchange as we come together for a nightcap on the ocean lawn.