September 19 | Boston
The Future of Investing:
Capitalizing on ETF’s Growth
Exchange-traded funds are on their way to $5 trillion in assets, a growth trajectory that will continue to grow as more nations adopt the increasingly popular investment vehicle. For the U.S. investor knowledge of how the ETF market is growing and changing is vital for finding alpha in today’s uncertain market. Even with passively managed ETFs investors do not necessarily want to stand still. We’ll gather leaders in the space to discuss where ETFs serve a place in your portfolio, how competitiveness in the industry could lead to further growth, and where indexing is headed and how its impacting overall capital markets.
September 19 - Wednesday
Registration & Networking Breakfast
Welcome Remarks
Host
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Shartia Brantley
Deputy New York Bureau Chief and Senior Editor, Bloomberg Live
ETFs & Their Place in Your Portfolio
Exchange-traded funds continue to be one of the biggest investment trends in recent history, but knowing where, and what products to put your money can change as fast as new vehicles are being introduced. Even with passively managed ETFs investors do not necessarily want to stand still. We'll gather investment professionals, strategists, and research heads who can speak to how they are dissecting and researching the swath of products today, where they serve a place in one's portfolio, and debate the right mix of passive and active strategies in order to generate alpha.
Speaker
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David Perlman
ETF Strategist, UBS Global Wealth Management Chief Investment Office
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Shannon Saccocia
Chief Investment Officer, Boston Private
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Tom Staudt
Chief Operating Officer & Director of Product Development, ARK Invest
Moderator
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Sarah Ponczek
Reporter, Bloomberg News
Welcome to the ETF Jungle
Through the lens Bloomberg Intelligence we'll present on the state of the ETF industry from fund flows, performance leaders, and new product launches. Also catch an in depth look at Bloomberg ETF Traffic Light-- live on the terminal is now a robust rating tool to help investors navigate the ever growing ETF industry.
Speaker
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Athanasios Psarofagis
EMEA ETF Analyst, Bloomberg Intelligence
Trillions and Growing: Just How Big Can the Industry Get?
There are now ETFs tracking essentially every sector, region and asset class, with most categories of funds seeing steady growth. Whether it is domestically from wider adoption of products or added transparency across trades from MIFID II in Europe, we'll look to answer just how big the industry can get from here. To gain a better understanding of how this growth will play out we'll look to answer questions including-- what are the risks and opportunities of new regulations for the ETF market? Is the industry ripe for consolidation? Where will the growth in new products be, and what are the repercussions of intensifying price wars?
Speaker
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Dan Draper
Managing Director and Global Head of ETFs, Invesco
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Bjorn Sibbern
Executive Vice President Global Information Services, Nasdaq
Moderator
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Rachel Evans
Head of ETF Coverage, Bloomberg News
Where Indexing is Heading
The ascent of indexing has offered investors new opportunities for lower-cost, more diversified portfolios. But with any growth, also comes scepticism including debates as to how it's impacting overall capital markets. In order to understand the truths about indexing, its benefits or risks, and where the future of indexing is headed we'll gather thought leaders on all sides of the investment and product landscape to discuss.
Speaker
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Stephen Clarke
President, NextShares Solutions
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Jana Haines
Managing Director, Head of Index Products Americas, MSCI
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Jeff McCarthy
Global Head ETF Services, BNY Mellon
Moderator
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Rachel Evans
Head of ETF Coverage, Bloomberg News
Closing Remarks & Networking
Host
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Shartia Brantley
Deputy New York Bureau Chief and Senior Editor, Bloomberg Live
Event Concludes
Speakers

Shartia Brantley
Deputy New York Bureau Chief and Senior Editor Bloomberg Live
John Frank
QQQ Strategist Invesco
David Perlman
ETF Strategist UBS Global Wealth Management Chief Investment Office
Shannon Saccocia
Chief Investment Officer Boston Private
Tom Staudt
Chief Operating Officer & Director of Product Development ARK Invest
Sarah Ponczek
Reporter Bloomberg News
Athanasios Psarofagis
EMEA ETF Analyst Bloomberg Intelligence
Dan Draper
Managing Director and Global Head of ETFs Invesco
Bjorn Sibbern
Executive Vice President Global Information Services Nasdaq
Rachel Evans
Head of ETF Coverage Bloomberg News
Stephen Clarke
President NextShares Solutions
Jana Haines
Managing Director, Head of Index Products Americas MSCI
Jeff McCarthy
Global Head ETF Services BNY MellonSponsor

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; www.invesco.com. Invesco is the provider of QQQ, one of the earliest and largest ETFs in the industry. QQQ trades on the Nasdaq Stock Market where innovation and technology expertise have created a world-recognized marketplace for the world’s biggest and best technology companies.