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The ETFs Global Markets Roundtable conference, organized by ETFGI and Capital Markets Strategies, will take place in New York on May 15th at the Metropolitan Club. There are still somecomplimentary places available for investment advisers, buyside traders, portfolio managers, fund selectors and institutional investors, standard rates are available for all others interested in attending the conference. To register and view the agenda click here.
In response to the recent SEC roundtables and advisory committee meetings, as well as remarks made by SEC officials at conferences and industry events, we have revised the program at the upcoming to ensure the most up-to-date discussion on the issues impacting investors using ETFs including:
- ETF liquidity (measurement and impact on the markets)
- SEC transaction fee pilot proposal
- Market maker incentives and FINRA Rule 5250
- Update on ETF rule, and
- Impact of eliminating UTP on ETFs
Speakers will include key regulators, leading ETF issuers, market makers, authorised participants, stock exchanges, law firms and others.
Buyside/Investment Adviser Workshop: The day will start off with an exclusive buyside/investment adviser workshop. Separated into small groups, participants will have the opportunity to discuss with their peers the above topics as well as any other questions you may have relating to investing in or trading ETFs, and obtain guidance from, outside experts.
Keynote speakers will include:
Doug Cifu, CEO, Virtu Financial
Dan Draper, Managing Director of Global ETFs, PowerShares by Invesco
Panelists will include:
Rochelle Antoniewicz, Senior Director for Industry and Financial Analysis, Investment Company Institute
Ron Bundy, CEO of Indexes, FTSE Russell
Rajan Chari, Partner, Deloitte
Michael E. Coe, Assistant Director, Office of Market Supervision, Division of Trading & Markets, US Securities and Exchange Commission
John Dibacco, ETF Trading, Virtu Financial
Ryan Louvar, General Counsel, WisdomTree Asset Management
Philip Lovegrove, Partner, Asset Management Group, Matheson
Jon Maier, CIO, Global X
Laura Morrison, SVP, Global Head of Listings, Cboe Global Markets
Bernie Nelson, President - North America, Style Research
Steve Oh, Director, ETF Product, Listings & Trading, Nasdaq
Luke Oliver, Head of ETF Capital Markets, DWS Xtrackers ETFs
Barry Pershkow, Partner, Chapman and Cutler
Christine Podolak, Senior Director, Exchange Traded Products Surveillance & Investigations, FINRA
Eric M. Pollackov, Global Head of ETF Capital Markets, PowerShares by Invesco
Steve Sachs, Managing Director, Investment Management Division, Goldman Sachs Asset Management
Justin Schack, Managing Director/Partner, Rosenblatt Securities
Bill Stush, Managing Director, Head of Trading, Flow Traders US Institutional Trading
Charles Thomas, Head of US ETF Capital Markets, Vanguard
Andrew Upward, ETF Strategy, Jane Street Group
Simon Z. Wu, Ph.D., Chief Economist, Municipal Securities Rulemaking Board
Douglas M. Yones, Head of Exchange Traded Products, New York Stock Exchange
I look forward to seeing you on May 15 – to register click here.
Registration is also open for our ETFs Global Markets Roundtable event in Toronto will be on May 31st at Vantage Venues, 150 King Street, Toronto. To register click here.
Our event in Hong Kong will be in Q4 2018.
Buyside/Investment Adviser Workshop: The day will start off with an exclusive buyside/investment adviser workshop. Separated into small groups, participants will have the opportunity to discuss with their peers the above topics as well as any other questions you may have relating to investing in or trading ETFs, and obtain guidance from, outside experts.
Keynote speakers will include:
Doug Cifu, CEO, Virtu Financial
Dan Draper, Managing Director of Global ETFs, PowerShares by Invesco
Panelists will include:
Rochelle Antoniewicz, Senior Director for Industry and Financial Analysis, Investment Company Institute
Ron Bundy, CEO of Indexes, FTSE Russell
Rajan Chari, Partner, Deloitte
Michael E. Coe, Assistant Director, Office of Market Supervision, Division of Trading & Markets, US Securities and Exchange Commission
John Dibacco, ETF Trading, Virtu Financial
Ryan Louvar, General Counsel, WisdomTree Asset Management
Philip Lovegrove, Partner, Asset Management Group, Matheson
Jon Maier, CIO, Global X
Laura Morrison, SVP, Global Head of Listings, Cboe Global Markets
Bernie Nelson, President - North America, Style Research
Steve Oh, Director, ETF Product, Listings & Trading, Nasdaq
Luke Oliver, Head of ETF Capital Markets, DWS Xtrackers ETFs
Barry Pershkow, Partner, Chapman and Cutler
Christine Podolak, Senior Director, Exchange Traded Products Surveillance & Investigations, FINRA
Eric M. Pollackov, Global Head of ETF Capital Markets, PowerShares by Invesco
Steve Sachs, Managing Director, Investment Management Division, Goldman Sachs Asset Management
Justin Schack, Managing Director/Partner, Rosenblatt Securities
Bill Stush, Managing Director, Head of Trading, Flow Traders US Institutional Trading
Charles Thomas, Head of US ETF Capital Markets, Vanguard
Andrew Upward, ETF Strategy, Jane Street Group
Simon Z. Wu, Ph.D., Chief Economist, Municipal Securities Rulemaking Board
Douglas M. Yones, Head of Exchange Traded Products, New York Stock Exchange
I look forward to seeing you on May 15 – to register click here.
Registration is also open for our ETFs Global Markets Roundtable event in Toronto will be on May 31st at Vantage Venues, 150 King Street, Toronto. To register click here.
Our event in Hong Kong will be in Q4 2018.
