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2017 ETF Trends Virtual Summit Agenda

All times listed below are Eastern Time (ET)
10:00 am – 11:00 am ET
Annual ETF Pundits: 2017 Forecast
Take a look behind the scenes as this panel of experts provides candid insights and opinions about the ETF landscape, the regulatory outlook, and effective strategies for advisors using ETFs today. The panel will tackle important questions such as: what's next for the ETF industry as it approaches $3 trillion in assets? And: what are the key ETF strategies that will be popular for advisors in 2017?
  • Ben Johnson, Director of Global ETF Research, Morningstar, Inc.
  • Matt Hougan, CEO, Inside ETFs
  • Tom Lydon, Editor and Publisher, ETF Trends
11:00 am – 11:20 am ET
Keynote: OppenheimerFunds
  • Sharon French, Head of Beta Solutions, OppenheimerFunds
11:20 am – 12:20 pm ET
How To Tackle Yield in Today’s Fixed Income Environment
In light of an improving U.S. economy, the Federal Reserve is eyeing interest rate normalization, even as global central banks adhere to loose monetary policies to stimulate growth. In the context of this approaching divergent backdrop, bond market experts will review the fixed-income market, and provide insights into potential alternative fixed-income strategies for diversification and yield generation going forward.
  • The Fed and Central Banks
  • Global Yield Analysis
  • The Bond Market Today - The Present is Not Like the Past
  • Popular Active Fixed Income ETF Strategies
  • Alternative to Traditional Fixed Income for Diversification
  • Martin Kremenstein, Managing Director, Head of ETFs, Nuveen
  • Fran Rodilosso, Head of Fixed Income ETF Portfolio Management, VanEck
  • Eric Ervin, President & CEO, Reality Shares
12:20 pm – 1:20 pm ET
Top Smart Beta Strategies for 2017
Smart beta index strategies can make up for the shortcomings of a market capitalization-weighted investments by potentially generating improved risk-adjusted returns. Join industry experts as they dive into the customized indices that make up the newest breed of enhanced index-based ETFs. They will also lay out the potential benefits these factor-based strategies may provide for a diversified investment portfolio.
  • What is Smart Beta?
  • Key Single Factor Strategies
  • Multi-Factor – The Next Smart Beta Move
  • Positioning Smart Beta ETFs into Today’s Portfolios
  • Arne Noack, Director, ETP Manufacturing, DeAM
  • Todd Mathias, Vice President, Franklin Templeton Investments
  • Mannik Dhillon, Head of Investment Solutions, Product and Strategy, Victory Capital
1:20 pm ET – 2:20pm ET
Seizing the Alternative ETF Opportunities
The growing spectrum of alternative investment strategies present a significant opportunity for advisors who are looking to diversify client portfolios. A variety of alternative investments will be evaluated by panel experts in terms of their importance in asset allocations. Industry leaders will also discuss options available to advisors for reducing portfolio risk, whether your objective is long-term diversification or short-term tactical positioning
  • Where Alternative Allocations Fit in Today’s Market
  • Top Alternative Strategy Discussions
  • Do Tactical Strategies Play a Bigger Role?
  • Taking Advantage of Research and Education
  • Salvatore Bruno, Chief Investment Officer and Managing Director, IndexIQ
  • Sylvia Jablonski, Capital Markets-Institutional Strategist, Managing Director, Direxion
  • George Milling–Stanley, Head of Gold Investment Strategy, State Street Global Advisors