Institutional Asset Management

ETF Synapse Conference 2019, Presented by NASDAQ and CFANY

Friday, November 22 | 8:00 AM - 5:00 PM

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Overview

Introducing Synapse 2019, the ETF educational conference co-hosted by Nasdaq and CFA Society of New York (CFANY)

Synapse 2019 brings together the leading minds in the ETF industry from ETF issuers, market makers, and exchanges, to regulators, industry groups, journalists and academics, with the purpose of providing meaningful and timely ETF education. 2019 will go down as an exciting year for ETFs with regulatory announcements approving The ETF Rule and Precidian Activeshares and product innovations such as managed risk funds and ESG.

This conference will:

  • Focus on the key issues and tackling controversial topics within the ETF industry,
  • Bring you up to speed and set you up to understand what matters most.

Nasdaq global markets reporter Jill Malandrino will be covering the event live and on-site via #TradeTalks.

Submit Questions for our Speakers

Using the form found via the link below, you have the opportunity to ask the super team of ETF experts we’ve assembled for this premier event anything you’d like about the world of ETFs. The top questions will be selected and answered live on stage at the conference.

Submit your questions

Agenda

7:30 AM | BREAKFAST & REGISTRATION


8:30 AM | WELCOME REMARKS — CFA SOCIETY NEW YORK

Leo Schmidt, CFA, Chief Investment Officer, River Eddy Capital Management


8:35 AM | WELCOME REMARKS — NASDAQ

Tal Cohen, Executive Vice President and Head of North American Markets, Nasdaq


8:40 AM | GENERAL REMARKS

General remarks around ETF Industry growth and complexity and the need for better ETF education from the CFA Institute.Important and exciting ETF specific updates to the CFA curriculum and exam.

Stephen M. Horan, PhD, CFA, CIPM, CAIA, Managing Director, Americas, CFA Institute


8:55 AM | KEYNOTE—INDUSTRY SPEAKER

Ryan Kreger, CFA, Sr. ETF Capital Markets Strategist, Invesco ETFs


9:20 AM | OPENING PRESENTATION

ETF industry updates, fake news and need for better research based education.With the phenomenal growth of the ETF industry, media and academic attention has spiked along with an increase in factually incorrect and often inflammatory coverage and research that mislead and harm investors. Nasdaq’s chief economist and head of economic research will guide you through a data and chart driven tour to dispel myths and confirm truths.

Phil Mackintosh, Global Head of Economics & Research and Senior Vice President, Nasdaq


9:50 AM | ACADEMIC AND BUSINESS RESEARCH PAPER REVIEW

The format will be structured like a peer review/critique of academic work by business peers. The goal is to demonstrate the rigor of the academic research methods coupled with the insights coming from the business community to make the research more relevant and impactful.

Moderator

Steve Oh, Head of ETF Listings, Nasdaq

Panelists

John D. Finnerty, Ph.D., Managing Principal, Finnerty Economic Consulting, LLC; Professor of Finance, Fordham University

James Winslow, CFA, Director, BlackRock


10:40 AM | CURRENT THEMES IN INVESTOR ADOPTION OF ETFs

Current themes in investor adoption of ETFs and how they look at and select ETFs for their portfolios and their influence on how ETF issuer and index providers launch new product innovations.  Also looking for some insights into why great ETF ideas aren’t adopted and sometimes fail.

Moderator

Luke Oliver, Managing Director, Head of Index Investing, Americas, DWS Investment Management Americas Inc.

Panelists

Stephen Blumenthal, Executive Chairman & CIO, CMG Capital Management Group, Inc.

Richard Powers, Head of ETF Product Management, Vanguard

Sue Thompson, Head of SPDR Americas Distribution, EVP, State Street Global Advisors


11:30 AM |  UNDERSTANDING ETF LIQUIDITY

Market makers and ETF capital markets specialists will detail what distinguishes ETF liquidity vs single stock and share best practices.

Moderator

Ed Coughlin, Director of Trading Services, Nasdaq

Panelists

Matthew Brennan, Director, BlackRock

Grayson Lipton, Co-Head of ETF Capital Markets Americas, Invesco

Mark Hoffman, Ph.D., CFA, Senior Vice President, Managing Director, Head of Portfolio Management, PNC Asset Management Group


12:15 PM | LUNCH

Sponsored By:


1:15 PM | KEYNOTE—FIRESIDE “INVESTOR ADVOCACY”

A discussion on what the ETF industry is doing together with regulators to protect investors faced with navigating a fast growing world of over 2,200 ETFs and counting.

Moderator

John Zecca, Executive Vice President, Chief Legal Officer and Chief Regulatory Officer (U.S. markets operated by Nasdaq)

Samara Cohen, Managing Director, Co-Head of EII Markets and Investments, Blackrock


2:00 PM | PANEL—BIGGEST TRENDS IN ETF INVESTING

ETF Industry Pundits address the biggest trends in ETF investing, covering a range of topics and leaving you with investment ideas to help boost any portfolio. Anything you wish to know about ETFs for your portfolio while learning about things you weren’t expecting. A never before assembled global panel of ETF experts that may not come together again.

Moderator

Tom Lydon, Co-CEO, ETFtrends.com & ETFdb.com

Panelists

Eric Balchunas, Sr., Senior ETF Analyst, Bloomberg Intelligence

Deborah A. Fuhr, Managing Partner & Founder, ETFGI

Matt Hougan, Global Head of Research, Bitwise Asset Management

Ben Johnson, Director of Global ETF Research, Morningstar

Elisabeth Kashner, Director of ETF Research, FactSet

Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research, CFRA, Equity and Fund Research


2:55 PM | PANEL—EXPLORING ETF-INDUSTRY PERCEPTIONS

Panel on how the media, regulatory bodies, industry groups and research firms all play important roles in the ETF industry. As ETFs are gaining in popularity and attention, how these players are keeping pace to provide the data, research, insights and regulatory tools of tomorrow.

Moderator

Rachel Evans, Financial Journalist, Bloomberg

Panelists

Rochelle Antonewicz,PhD, Senior Director of Industry and Financial Analysis, Investment Company Institute 

Stephen Feinour, Partner, Investment Management Group, Stradley Ronon

Jim Gregory, Director of Business Development, ETF Global


3:45 PM | THROUGH THE ETF CRYSTAL BALL: INTO 2020 AND BEYOND

Through the crystal ETF ball into 2020 and beyond.

Learn more about what is on the horizon for the ETF industry; everything from new user segments, ESG, structured strategies and non-transparent ETFs. And yes we will also address the current state of Bitcoin and Crypto ETPs!

Moderator

Reginald M. BrownePrincipal, GTS Securities

Panelists

Brandon Clark, Managing Director, Product Manager, ETF Management- Legg Mason

Gabor Gurbacs, Director, Digital Asset Strategy,  VanEck/MVIS

Paul S. Kim, CFA, Managing Director, ETF Strategy- Principal Global Investors


4:30 PM | CLOSING REMARKS

Steve Oh, Head of ETF Listings, Nasdaq


4:35 PM | COCKTAILS & NETWORKING RECEPTION

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