Join us at our 5th Annual ETFGI Global ETFs Insights Summit - U.S. - in New York City on October 29th

📢Don’t miss your chance to attend our 5th Annual ETFGI Global ETFs Insights Summit - U.S. taking place at The Yale Club in New York City on October 29.

👉 #RegisterNow https://bit.ly/3vZ2R55 to join us. Only a few seats are remaining. Secure your spot and join the conversations shaping the future of ETFs.

🆓 Free Registration: For CFA members, buy-side institutional investors, and financial advisors. 📚 CPD Credits: Earn educational credits. 🎧 On-Demand Access: All sessions will be recorded and accessible after the event. 🌐 Industry Leaders: Engage with ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and more.

🥂 Exclusive In-Person Networking: Networking lunch and a networking drinks reception sponsored by Waystone

This event will bring together leaders from across the ETF industry, including ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and other market participants.

The summit is designed to provide the opportunity for traders, portfolio managers, and advisors at buyside institutional investor and financial advisors to examine how ETFs are being used, selected and traded and hear about the most current regulatory, index, product trends: active, bitcoin, crypto, thematic and trading developments that are impacting investors.

Speakers will include:

• Scott Acheychek , COO, REX Financial  
• Luis Berruga , Founder & Managing Partner, LBS Capital
• Eric Biegeleisen, CFA CFA, Partner, Deputy CIO, 3EDGE Asset Management gement  
• Monica Camino Matta, CFA, MBA , Business Development Manager, Vanguard  
• Cleo Chang g, Chief Investment Solutions Officer, Avantis Investors  
• Jessica Clancy y, ETF Strategist, Jane Street  
• Naomi DePina , ETF Sales, GTS    
• Deborah Fuhr, CFA fellow , Managing Partner, ETFGI and a founder and board member of Women in ETFs and co-president Women in ETFs EMEA
• Josh Jacobs , Chief Commercial Officer – ETFs, Global Fund Services, U.S. Bank
• Sandy Kaul , Head of Digital Asset and Industry Advisory Services, Franklin Templeton  
• Barry Pershkow , Partner, Chapman and Cutler LLP
• Anita Rausch (Schindelheim) CETF , Global Head of ETF Capital Market, AllianceBernstein  
• Rick Redding , CEO, Index Industry Association  
• Bruce Saltzman, CFA , Managing Director, Head of Americas ETF Capital Markets, State Street Global Advisors   
• Peter Shea , Partner, K&L Gates  
• Ophelia Snyder , Co-Founder and President, 21Shares  
• Kim Tilley , Managing Director, Head of Investment Solutions, Lazard Asset Management  
• Jim Toes , President & CEO, Security Traders Association
• Richard Vagnoni , Senior Economist, FINRA
• Morrison Warren , Co-Chair Investment Management Group, Chapman and Cutler LLP  

TOPICS WILL INCLUDE:

• Fireside Chat with Luis Berruga, Industry Veteran 
• Understanding Market Trends and User Behavior in ETFs
• The Evolution and Future of Active ETFs 
• Trends and Insights on FINRA’s Role in Shaping ETFs and Their Use
• Hot Regulatory Topics - SEC and the Future of ETFs
• What’s Next for Digital Assets Tokenization
• Emerging Trends in Model Portfolios and Future Opportunities 
• International ETF Markets: Regional Insights 
• Future Perspectives: Insights from Industry Leaders 
• Future of ETFs: Trends and Analysis by ETFGI 

You can also register for our 6th Annual ETFGI Global ETFs Insights Summit - Canada – November 27th at Borden Ladner Gervais’s office in Toronto. Register before October 18th for an early bird discount.

📋Check out the agenda, speakers, and topics from last previous successful ETFGI Global ETFs Insights Summits!

• 5th Annual ETFGI Global ETFs Insights Summits - #LatinAmerica - https://bit.ly/3zwjoQ4
• 5th Annual ETFGI Global ETFs Insights Summits - #Europe&MEA - https://bit.ly/3ZDwyoU
• 5th Annual ETFGI Global ETFs Insights Summits - #AisaPacific, Hong Kong - https://bit.ly/47GyfE1
• 4th Annual ETFGI Global ETFs Insights Summits - #US, New York - https://rb.gy/xwhtjr
• 5th Annual ETFGI Global ETFs Insights Summits - #Canada, Toronto- https://rb.gy/rremx7

If you are interested in sponsoring or speaking at any of our upcoming events or have any questions, please contact us deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com. 

ETFGI (www.ETFGI.com) is a leading independent firm which has for over 12 years offered a database and factsheets for all ETFs and ETPs listed globally, published monthly research reports covering trends in the global ETFs ecosystem, provided consulting services and educational events.