Join ETFGI Tuesday, September 29, In New York City For The 7th Annual ETFGI Global ETFs Insights Summit | Last Chance To Register

Join ETFGI onTuesday, September 29, in New York City for the 7th Annual ETFGI Global ETFs Insights Summit | Last Chance to Register!

The 7th Annual ETFGI Global ETFs Insights Summit – United States will take place on Tuesday, 29 September, at The Yale Club in New York City.

Limited seats remain, and complimentary registration is available for qualifying financial advisers and institutional investors. View the full agenda below and secure your place today.

Designed for investment professionals from RIAs, family offices, private banks, endowments, foundations, pension funds, insurance companies, and asset management firms, the summit will provide practical insights into how the ETF industry is evolving and how investors are utilising ETFs in portfolios today.

Attendees will hear from industry leaders and experts discussing the latest trends, opportunities, product innovation, portfolio construction strategies, and the growing role of ETFs across global markets.

Following the full-day programme, participants are invited to continue the conversation at a networking drinks reception hosted by Nasdaq.

🔗REGISTER NOW to join fellow investment professionals and gain valuable insights into the future of ETFs.

EVENT AGENDA

📅 29 September 2026 | New York City

(*Please note that all times listed are ET) 

8.15 AM - 9:00 AM Registration & Networking Coffee

9.00 AM - 9.10 AM Welcome Remarks

9.10 AM - 9.40 AM ETF Industry Trends - ETFGI Research   
Speaker: Deborah Fuhr, Managing Partner & Founder, ETFGI

9.40 AM - 10.10 AM Hot Regulatory Topics
Richard Vagnoni, Senior Economist, FINRA 
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI

10.10 AM – 10.50 AM ETF Share Classes, 351 Conversions and the Future of Mutual Funds 
Edward B. Baer, Partner, K&L Gates 
Richard Malinowski, Co-CEO & General Counsel, Exchange Traded Concepts 
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI 

10.50 AM – 11.10 AM Networking Coffee Break

11.10 AM – 11.50 AM From Private Markets to Income ETFs and Beyond: The Rise of Novel ETFs  
Matt Schwark, Head of Broker Dealer Strategy, State Street Investment Management
Morrison Warren, Partner, Chapman and Cutler
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI

11.50 AM – 12.20 PM Commodities, Precious Metals and Critical Materials in 2026: What's Driving Prices? 
Joe Cavatoni, Senior Market Strategist, Americas and Head of Public Policy, US, World Gold Council 
Ed Coyne, Senior Managing Partner, Global Sales, Sprott Inc. 
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI

12.20 PM – 1.20 PM Networking Lunch Break

1.20 PM - 1.40 PM Indian Capital Markets: Unlocking the Next Wave of Passive Growth
Aniruddha Chatterjee, CEO - NSE Indices, Data and Cogencis, NSE Indices Limited 
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI

1.40 PM - 2.20 PM How Investors Are Selecting and Using ETFs  
Leah J. Miller, Vice President, Model Portfolio Strategy, BlackRock  
Kim Tilley, Managing Director, Head of Investment Solutions, Lazard Asset Management 
Richard Tseng, Senior Portfolio Manager, Bank of America Merrill Lynch 
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI

2.20 PM – 3.00 PM Understanding the Offshore U.S. ETF Market: Investors, Products, and Opportunities  
Monica Camino, Head of US Offshore, Vanguard 
Tara O'Reilly, Partner and Head of ETF Strategy, Arthur Cox LLP 
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI

3.00 PM – 3.15 PM Networking Coffee Break

3.15 PM – 3.55 PM Tapping into the Opportunity for ETFs in Europe and Beyond 
Barry Hurley, Director Business Development, Universal Investment 
Ciara O’Leary, Partner, McCann FitzGerald LLP
Paddy Walsh, Head of Commercial – Ireland, CACEIS 
Moderator: Deborah Fuhr, Founder & Managing Partner, ETFGI 

3.55 PM - 4.35 PM Outlook for the Asset Management and ETF Industry 
Alice Taormina, Managing Director and the Head of Strategies Product and Platform  
Management, Blackstone
Clair Turketo, Managing Director, Client Solutions, Carne Group 
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI

4.35 PM - 5.05 PM Women in ETFs Panel: Managing and Advancing Careers in the ETF Industry 
Lauren McCormack Davis, Director of PR and Analyst Relations, DTCC  
Aye M. Soe, Head of Equity and Crypto Research and Product Development, CME Group 
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI

5.05 PM – 5.10 PM Closing Remarks by Deborah Fuhr, Managing Partner & Founder, ETFGI

5.10 PM – 6.30 PM Networking Drinks – Hosted by Nasdaq

EVENT DETAILS: 
📅Tuesday, September 29th 
⏱️ 8:15AM - 6:30 pm ET
🥂 Networking drinks reception hosted by Nasdaq
📍The Yale Club, 50 Vanderbilt Ave, New York, NY 10017, United States
🔗REGISTER NOW

About ETFGI

ETFGI is a leading independent research and consultancy firm covering trends in the global ETFs, ETPs and related ecosystem. ETFGI provides market intelligence, industry research, educational events and strategic insights to support investors and industry participants worldwide. Through its research and events, ETFGI helps market participants better understand the opportunities and developments shaping the global ETF industry.

Register to join one or more of our upcoming ETFGI Global ETFs Insights Summits in 2026:

• 7th Annual - United States, September 29th in New York City.
• 7th Annual - Middle East & GCC, October 20th in Dubai.
• 7th Annual - Europe & Africa, November 19th in London and November 20th virtual. Early bird expires on Oct 9th.
• 8th Annual - Canada, December 8th in Toronto at Borden Ladner Gervais LLP (BLG)'s office. Early bird expires on Oct 27th.

Register to join upcoming ETFGI Global ETFs Insights Summits in 2027:

• 8th Annual - Latin America, day 1 in Mexico City and day 2 virtual. 
• 8th Annual - Asia Pacific, day 1 in Hong Kong and day 2 virtual.