Additional Speakers Have Been Added, View The Agenda & Register For The 7th Annual ETFGI Global ETFs Insights Summit - United States

📢 Additional speakers have been added, view the agenda & register for the 7th Annual ETFGI Global ETFs Insights Summit - United States

Register to join ETFGI on September 29 in New York City, for the 7th ETFGI Global ETFs Insights Summit - United States. The summit will bring together influential leaders from across the ETF ecosystem to discuss the forces shaping the future of the industry.

Designed specifically for financial advisors, institutional investors, family offices, pension funds, consultants, endowments, foundations, and other buy-side investors, this event will provide practical insights into how ETFs are evolving and how investors are using them in portfolios today. This is a full-day event followed by a networking drinks reception.

Why attend?

• Hear directly from senior decision-makers and innovators.
• Network with institutional investors, advisors, issuers, exchanges, regulators, and trading firms.
• Gain actionable insights into active ETFs, digital assets, tokenisation, market structure, regulations, and emerging investment opportunities.
• Understand how technological advancements are transforming portfolio construction, distribution, trading, and investor engagement.

The event includes a full day of education, thought leadership, and networking with senior decision-makers from across the investment industry, followed by a networking drinks reception.
🔗 Register today

Preliminary agenda, additional speakers will be announced shortly.

📅 29 September 2026 | New York City

Welcome Remarks

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

SEC's, Finra and CFTC’s Regulatory Agenda: Hot Topics   
Richard Vagnoni, Senior Economist, FINRA 
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI

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

Networking Coffee Break

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

Commodities, Precious Metals and Critical Materials in 2026: What's Driving ETF Prices? 
Ed Coyne, Senior Managing Partner, Global Sales, Sprott Inc. 
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI

Networking Lunch Break

India Opportunity – Local Growth, Global Interest 
Aniruddha Chatterjee, CEO - NSE Indices, Data and Cogencis, NSE Indices Limited 
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI

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

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

Networking Coffee Break

Tapping into the Opportunity for ETFs in Europe and Beyond 
Ciara O’Leary, Partner, McCann FitzGerald LLP 
Antoinette Behan, Director, CACEIS US 
Barry Hurley, Director Business Development, Universal Investment 
Moderator: Deborah Fuhr, Managing Partner & Founder, ETFGI

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

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

Closing Remarks by Deborah Fuhr, Managing Partner & Founder, ETFGI

Networking Drinks – Hosted by Nasdaq 

EVENT DETAILS:
📅Tuesday, September 29th
⏰ Full day event followed by a networking drinks reception
📍The Yale Club, 50 Vanderbilt Ave, New York, NY 10017, United States
🌐 Website and registration: https://bit.ly/4biukB1
🆓Free Registration: For CFA members, buy-side institutional investors, and financial advisors.
📚CPD Credits: Earn educational credits

📋View the agenda, speakers, and topics from last year's successful annual ETFGI Global ETFs Insights Summit - United States here.

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. Early bird expires on Sept 18th.
• 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.