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Register now! Don't miss your chance to join ETFGI on Wednesday, November 5th, in New York City at the 6th Annual ETFGI Global ETFs Insights Summit for a full day of valuable insights, discussions, and followed be a networking reception with industry leaders.
The summit is designed as an educational event to foster deep, insightful discussions on the use, due diligence and selection and best trading practices for ETFs by financial advisors and institutional investors in the United States. Explore how regulatory changes are impacting product development including share classes, Active ETFs, conversions Crypto, digital assets and tokenisation and market structure.
🎟️ Seats are limited, secure your place today! Don’t miss this opportunity to explore key trends and network with industry leaders driving the future of ETFs. Register now to join us!
🗓️ AGENDA 2025 from 8:30 AM – 6:30 PM (including a networking drinks reception) all times are ET
📍At - The Yale Club, 50 Vanderbilt Ave, New York, NY 10017
8:30 AM - 9:20 AM Registration and Networking Coffee
9:20 AM - 9:30 AM Welcoming Remarks
Deborah Fuhr, Managing Partner, Founder, ETFGI
9:30 AM – 10:00 AM Trends in the ETF Industry from ETFGI Research
Deborah Fuhr, Managing Partner, Founder, ETFGI
10:00 AM – 10:25 AM Global Macro Outlook
Kristina Hooper, Chief Market Strategist, Man Group
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
10:25 AM – 10:45 AM Fireside Chat - Regulatory Update
Trace Rakestraw, Senior Special Counsel, U.S. Securities and Exchange Commission
Richard Vagnoni, Senior Economist, FINRA
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
10:45 AM - 11:05 AM Networking Coffee Break
11:05 AM –11:35 AM Innovation, Growth, and Changing Demographics: The ETF Story in the U.S.
Anthony Giordano, Head of ETF Markets Oversight, State Street Investment Management
Paul Schroeder, QQQ Equity Product Strategist, Invesco
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
11:35 AM – 12:15 PM The Rise of Alternative Strategies in the ETF Wrapper
Thomas Bonville, Managing Director, Head of Derivative Sales, Clear Street
David Pennella, Managing Director, GTS
Cullen Rogers, CIO, Wedbush Fund Advisers
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
12:15 PM – 1:00 PM Networking Lunch
1:05 PM - 1:35 PM Are Index ETFs Still Relevant?
Alex Poukchanski, Director, Index Analytics, CRSP
Kirsten Wegner, Chief Executive Officer, Index Industry Association (IIA)
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
1:35 PM - 2:10 PM How Investors Are Selecting and Using ETFs
Eric Biegeleisen, CFA, Partner, Deputy CIO, 3EDGE Asset Management
Leah J. Miller, Vice President, Model Portfolio Strategy, BlackRock
Kim Tilley, Managing Director, Head of Investment Solutions, Lazard Asset Management
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
2:10 PM – 2:50 PM Structuring Success: ETF & Mutual Fund Share Classes, Section 351 Exchanges, Section 721 Exchange Funds
Barry Pershkow, Partner, Chapman and Cutler LLP
Stacy Fuller, Partner, K&L Gates
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
2:50 PM - 3:10 PM Networking Coffee Break
3:10 PM - 3:40 PM ETF Share Classes: A Practical Guide to Launch
Kip Meadows, Founder & CEO, Nottingham/ ETF Lighthouse
Jeffrey Sardinha, Senior Vice President - Head of ETF Solutions- Americas, State Street
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
3:40 PM – 4:20 PM Crypto, Digital Assets and Tokenization: Landscape and Outlook
Anton Kozlov, Investment Strategist, 21shares
Raline Sexton, Director Digital Asset Business Strategy, MarketVector Indexes
Peter J. Shea, Partner, Seward & Kissel LLP
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
4:20 PM - 4:50 PM How to Successfully Launch an ETF in Europe
Tara O'Reilly, Partner and Co-Head Asset Management and Investment Funds, Arthur Cox LLP
Paddy Walsh, Head of Commercial, Ireland, CACEIS
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
4:50 PM - 5:20 PM Managing Your Career in the ETF Industry – in Partnership with Women in ETFs
Sara Bosek, Senior Relationship Manager, Wealth Strategic Accounts, TCW
Amrita Nandakumar, President, Vident Asset Management
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
5:20 PM - 5:25 PM Closing Remarks
Deborah Fuhr, Managing Partner, Founder, ETFGI
5:30 PM - 6:30 PM Networking Drinks Sponsored by Waystone
🔗Limited tickets are available - Register now
📅Date: Wednesday, November 5, 2025
⏰Time: From 8:30 AM - 6:30 PM, including a networking drinks reception by Waystone
📍Location: The Yale Club, 50 Vanderbilt Avenue, New York, NY 10017
🆓 Free Registration: For CFA members, buy-side institutional investors, and financial advisors
 CPD Credits: Earn educational credits
Upcoming 2025 event:
- 7th Annual ETFGI Global ETFs Insights Summit - Canada - Join us to Celebrate 35 Years of ETFs in Toronto, Canada on Dec 9th at Borden Ladner Gervais LLP (BLG)’s office! Register now.
The ETFGI Global ETFs Insights Summits are a premier series of six annual, regionally focused educational events designed to facilitate deep, practical discussions on ETF due diligence, selection, and trading — covering local, U.S., and UCITS-listed products. These summits are tailored for financial advisors and institutional investors across Europe and Africa, Latin America, Asia Pacific, the Middle East, the United States, and Canada. Register your interest in attending our 2026 ETFGI Global ETFs Insights Summits.
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ETFGI (www.ETFGI.com) is a leading independent research and consulting firm which has for over 13 years provided subscription research services providing monthly reports covering trends in the global ETFs ecosystem. Stay ahead of the curve with ETFGI’s trusted, data-driven insights into the global ETF ecosystem — from active and smart beta strategies to crypto, ESG, and institutional usage.” Contact us if you are interested in subscribing to any of our annual research services. Our reports cover the Global ETFs industry which had 15,125 products, with 29,677 listings, assets of $18.81 trillion, from 915 providers on 81 exchanges in 63 countries at the end of September 2025.
ETF TV (www.ETFtv.net) is an on-demand program that highlights newly launched exchange-traded funds, products, and notes, while exploring the most pressing topics shaping the ETF landscape. Each episode brings together leading voices from across the industry—including issuers, investors, benchmark providers, and traders—to discuss the trends and developments influencing the use and management of exchange-traded products.
Every show features insightful interviews with key market participants, offering expert perspectives on the issues that matter most to the ETF community. ETF TV also offers the opportunity to create sponsored episodes, allowing partners to collaborate with us in producing custom content tailored to their brand and messaging.
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Contact us if you are interested in sponsoring or speaking at any of our upcoming events, subscribing to our annual research services or sponsoring an episode of ETF TV or have any questions, please contact us deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com.
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