September 17, 2019 | Boston
The Future of Investing:
Betting on the ETF Boom
The Future of Investing heads to Boston with a special focus on the $5.6 trillion ETF market. With no signs of slowing, more investors globally are putting ETFs to work in their portfolios. Buoyant investor sentiment combined with a resilient bull market have contributed to robust ETF inflows despite recent volatility as equities continue to drive gains. We’ll gather top names to share their views on the future of the industry with closer looks at such topics as how pressure on fees is affecting growth, the impact of M&A activity in the sector, the explosion of thematic products, smart beta, the rise of active non-transparent ETFs, and how much investors should be worried (or not) about liquidity in the market.
September 17 - Tuesday
Registration and Networking Breakfast
The Shape of the ETF Industry
From the increased pressure on fees to M&A activity to the ongoing explosion of new product offerings, there are a number of interconnected and interrelated forces and trends that are affecting the ETF industry as it continues to grow and expand. It’s important for ETF investors to understand not only the market forces at play but also the ways in which these larger industry trends are in many ways reshaping the ETF investing landscape. In this panel, we’ll take a closer look at a few of the most important trends affecting the ETF market and break down what investors need to know as they look ahead to 2020.
Speakers
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Mary Ann Bartels
Head of the Research Investment Committee & Exchange Traded Fund Strategy, BofA Merrill Lynch
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Cory Laing
Head of ETF and One-Delta Institutional Sales, Citadel Securities
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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
Bloomberg Intelligence Presents: ETFs in Focus
Bloomberg Intelligence ETF analyst James Seyffart presents his latest research.
Speaker
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James Seyffart
Analyst, Bloomberg Intelligence
In Conversation With Dan Draper
Managing Director and Global Head of ETFs for Invesco discusses the state and future of the industry with Bloomberg’s Rachel Evans.
Speaker
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Dan Draper
Managing Director and Global Head of ETFs, Invesco
Interviewer
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Rachel Evans
Head of ETF Coverage, Bloomberg News
Liquidity: How Concerned Should We Be?
Skeptics have long questioned how easily ETFs can be turned into cash during a sell-off. But as funds look to package less liquid securities and money managers increasingly rely on ETFs to pay off investors exiting other kinds of funds, regulators are starting to pay attention. We’ll talk to some of the biggest market makers to get their views on market liquidity and where they see the biggest causes for concern –- or comfort — moving forward.
Speakers
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Reginald M. Browne
Principal, GTS
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Deborah Frame
President, Frame Global Asset Management
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Fadi Abdel Massih
Assistant Vice President - Analyst, Moody's Investors Service
Moderator
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Annie Massa
Investing Reporter, Bloomberg
Closing Remarks and Networking
Speakers

Mary Ann Bartels
Head of the Research Investment Committee & Exchange Traded Fund Strategy BofA Merrill Lynch
Reginald M. Browne
Principal GTS
Dan Draper
Managing Director and Global Head of ETFs Invesco
Deborah Frame
President Frame Global Asset Management
Cory Laing
Head of ETF and One-Delta Institutional Sales Citadel Securities
Fadi Abdel Massih
Assistant Vice President - Analyst Moody's Investors Service
Jeff McCarthy
Global Head ETF Services BNY Mellon
Ryan McCormack
QQQ Equity ETF Strategist Invesco US
Rachel Evans
Head of ETF Coverage Bloomberg News
Annie Massa
Investing Reporter Bloomberg
James Seyffart
Analyst Bloomberg IntelligenceSponsor

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.