Bloomberg Invest ETF Summit: Full Schedule

8:30am PDT

Networking Breakfast

Thursday October 5, 2017 8:30am - 9:00am PDT
TBA

9:00am PDT

Opening Remarks

Moderators

Eric Balchunas

ETF Analyst, Bloomberg Intelligence

Eric Balchunas is an ETF Analyst for Bloomberg Intelligence, a unique research platform that provides context on industries, companies, economics, government, credit, ETFs and litigation available on the Bloomberg Professional service at BI .Prior to joining the ETF team, Eric was... Read More →

Thursday October 5, 2017 9:00am - 9:15am PDT
TBA

9:15am PDT

The Passive Management Landscape

Europe is emerging as the next ETF battleground. The market is expected to grow to $1.1 Trillion by 2020 from $725B today. What are the implications of this growth for the European ETF industry and how will it shape the passive investment landscape?

Moderators

Nejra Cehic

Anchor, Bloomberg

Nejra Cehic is a London-based anchor for Bloomberg TV and Radio. She reports on financial markets on a daily basis, providing breaking news coverage and in-depth analysis. She anchors Bloomberg Markets: Rules and Returns on Bloomberg TV and Daybreak Europe on Bloomberg Radio. In... Read More →

Speakers

Stephen Cohen

Managing Director, Head of EMEA iShares, BlackRock

Prior to assuming his current role in September 2017, Mr. Cohen was Global Head of Fixed Income Beta for BlackRock, responsible for overseeing the fixed income index investment group and the fixed income iShares business. Prior to that, Stephen was the Chief Investment Strategist... Read More →

Manooj Mistry

Head of Passive Investments EMEA, Deutsche Asset Management

Manooj is currently Head of Passive Investments EMEA at Deutsche Asset Management. Manooj joined Deutsche Bank in 2006, and was involved with the launch and development of the db X-trackers ETF platform in 2007. Previously, he held roles at Johnson Fry (now Legg Mason) and Merrill... Read More →

Lionel Paquin

CEO, Lyxor Asset Management

Lionel Paquin is CEO of Lyxor Asset Management since February 2014. He was previously the Head of Lyxor Managed Accounts Platform since 2011. He has also held the position of Chief Risk Officer and Head of Internal Control at the firm, and was a member of Lyxor Executive Committee... Read More →

Thursday October 5, 2017 9:15am - 9:50am PDT
TBA

9:50am PDT

Not-So-Fixed Income: The Fast-Developing World of Bond ETFs

Fixed income commands a greater share of ETF assets in Europe than it does in the U.S. We'll look at innovation in product design and how investors are finding new and novel ways to use bond ETFs in their portfolios.

Moderators

Yakob Peterseil

Editor, ETFs Brief, Structured Notes Reports, Bloomberg

Yakob Peterseil is an editor at Bloomberg News, where he edits stories about exchange-traded funds and the Weekly Brief: ETF newsletter.

Speakers

Manav Gupta

Co-Head of European Credit Flow Trading Business, Goldman Sachs

Manav is co-head of theEuropean credit flowtrading business. He is amember of the Securities Division RiskCouncil and the Credit Operating Committee.Previously, Manav managed the EuropeanCredit Investment Grade and Index Tradingplatform. Prior to that, he worked inStructured Credit... Read More →

Antoine Lesné

Head of SPDR ETF Strategy & Research, EMEA, State Street Global Advisors

Antoine Lesné is Head of SPDR ETF Strategy & Research, EMEA. Antoine's responsibilities include developing a strategy framework for the existing SPDR ETF range to align it with financial market developments and longer term economic outlooks. This is delivered through research on... Read More →

Simon McGhee

Head of ETF Advisory, Bluefin Europe

Simon is Head of ETF Advisory at Bluefin Europe. He is responsible for all aspects of sales and business development across EMEA and has over a decade of buy and sell side experience within the ETF industry having held sales and trading roles in London. Prior to joining Bluefin in... Read More →

Thursday October 5, 2017 9:50am - 10:20am PDT
TBA

10:25am PDT

Under the Hood: Bloomberg Solutions Within the ETF Space

Speakers

Carole Bernard

Senior Specialist in Index, Portfolio and Derivatives, Bloomberg

Carole is a Senior Specialist in Index, Portfolio and Derivatives.Over the last 15 years, she gained a strong experience in the Indexation, delta one and Derivatives markets in her role as Application specialist and Index/ Portfolio Specialist in Bloomberg. She has a strong knowledge... Read More →

Thursday October 5, 2017 10:25am - 10:35am PDT
TBA

10:35am PDT

Networking Break

Thursday October 5, 2017 10:35am - 10:55am PDT
TBA

10:55am PDT

Smart Beta Special with Rob Arnott

Research Affiliates Chairman and CEO Rob Arnott joins Bloomberg's Rachel Evans for a deep-dive look at the outlook for smart beta, followed by an extended audience Q&A.

Moderators

Rachel Evans

Bloomberg News, Reporter

Rachel Evans is a reporter for Bloomberg in New York covering the explosion in exchange-traded funds that's changing the face of asset management. She regularly appears on Bloomberg Television and radio, as well as being published in Bloomberg's Businessweek and Markets magazines... Read More →

Speakers

Rob Arnott

Chairman & Chief Executive Officer, Research Affiliates

Rob Arnott is the founder and chairman of Research Affiliates, a research-intensive asset management firm that focuses on smart beta and asset allocation. He has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation... Read More →

Thursday October 5, 2017 10:55am - 11:30am PDT
TBA

11:30am PDT

Trends in Institutional ETF Trading

How do institutions evaluate ETF liquidity across asset classes and how much are they trading? Who are they executing orders through and using which methods? This presentation will introduce the results of a global survey covering over 200 institutional investors in Europe, the Americas, and Asia.

Speakers

Slawomir Rzeszotko

Head of Institutional Sales & Trading, Europe , Jane Street

Slawomir oversees European ETF sales initiatives for Jane Street. Slawomir has worked in the ETF industry for nearly a decade, including with large asset managers in which he acquired an in-depth understanding of ETF trading from both a trader’s and customer’s perspective. Before... Read More →

Thursday October 5, 2017 11:30am - 11:40am PDT
TBA

11:40am PDT

The Liquidity Landscape: From Futures to ETFs

A look at how institutions use ETFs as well as myths vs reality when it comes to ETF liquidity fears.

Moderators

Eric Balchunas

ETF Analyst, Bloomberg Intelligence

Speakers

David Abner

Head of Europe, WisdomTree

David Abner is the Head of WisdomTree in Europe. He was previously Head of Capital Markets in the New York office prior to joining the European office. Prior to joining WisdomTree in 2008, David spent two years as a Managing Director and the head of ETF Trading Americas at BNP Paribas... Read More →

Slawomir Rzeszotko

Head of Institutional Sales & Trading, Europe , Jane Street

Frank Tirado

Vice President, Education, The Options Industry Council

Frank Tirado is Vice President, Education, for The Options Industry Council (OIC), an industry cooperative supported by OCC and the U.S. options exchanges. He is responsible for business development efforts and for creating educational initiatives targeted to investors, institutions... Read More →

Thursday October 5, 2017 11:40am - 12:10pm PDT
TBA

12:10pm PDT

Markets On Demand

Market participants are coming to terms that the changes that occurred post-crisis are affecting the bond market in unanticipated, and seemingly irreversible ways. Brett Olson, Head of Fixed Income iShares in EMEA, will explain how institutions can identify new tools and strategies to achieve investment objectives in this fundamentally different environment.

Speakers

Brett Olsen

Managing Director, Head of Fixed Income iShares in EMEA, BlackRock

Brett Olson, Managing Director, is Head of Fixed Income iShares in EMEA for BlackRock. His cross-functional team is responsible for driving new product innovations and product launches, partnering with fixed income broker/dealers, and developing relationships with new and existing... Read More →

Thursday October 5, 2017 12:10pm - 12:25pm PDT
TBA

12:20pm PDT

Networking Lunch

Thursday October 5, 2017 12:20pm - 1:30pm PDT
TBA

12:25pm PDT

Special Lunch Session: Examining ESG ETFs

Proudly sponsored by MSCI
Seating is limited. Pre-registration is required

This panel will examine the key drivers of ESG ETFs; what investors should be aware of when blending ESG factors into their portfolio, and how to best align financial and social goals.

Thursday October 5, 2017 12:25pm - 1:20pm PDT
TBA

1:30pm PDT

To Buy and To Hold: ETFs for the Long Haul

Is it true that ETF investors are trading too often and not investing for the long term? Of all the advantages to using ETFs, has the ease of trading been emphasised too much? What could or should ETF issuers be doing to encourage people to hold for longer? The growth of ETFs has largely happened since the last crash. Many ETF investors have never experienced a serious downturn. Does this augur badly for if and when markets do start sliding?

Moderators

Robin Powell

Founder, Ember Regis Group

Robin Powell is an award-winning journalist, blogger and content marketing consultant, based in the UK, with specialist expertise in the investing industry. He works primarily work with asset managers and advisory firms at improving outcomes for the end consumer. He also campaigns... Read More →

Speakers

Tom Caddick

Head of Global Multi-Asset Solutions, Santander Asset Management

Tom Caddick has 19 years' experience in fund management and has held several senior fund manager roles during this time. Caddick has overall Multi-Asset department responsibility heading a team of over 25 investment professionals across four locations with in excess of €20 billion... Read More →

Henry Cobbe

Director and Head of Research, Elston Consulting

Henry is Director and Head of Research at Elston Consulting which researches and develops investment strategies for index providers, asset managers and intermediaries. Elston Consulting is developing a range of ETF Model Portfolios for UK wealth managers and financial advisers... Read More →

Deborah A. Fuhr

Managing Partner & Co-founder, ETFGI

Deborah Fuhr is the managing partner and co-founder of ETFGI, an independent research and consultancy firm launched in 2012 in London offering research subscription services. Previously, she served as global head of ETF research and implementation strategy and as a managing director... Read More →

Alan Higgins

Managing Director, Global Markets, Coutts

Alan has held a variety of roles in his time at Coutts including, Chief Investment Officer (UK), Head of Investment Strategy and Head of Multi Asset Investing. He is responsible and leads the investment team for the management and performance of Coutts discretionary managed portfolios... Read More →

Thursday October 5, 2017 1:30pm - 2:05pm PDT
TBA

2:05pm PDT

In Conversation With Rt Hon George Osborne CH

Moderators

John Micklethwait

Editor-in-Chief, Bloomberg

John Micklethwait is the Editor-in-Chief of Bloomberg where he oversees editorial content across all Bloomberg platforms, including its news, newsletters, magazines, opinion, television, radio and digital properties, as well as its research services including Bloomberg Intelligence. Prior... Read More →

Speakers

Rt Hon George Osborne CH

Editor, London Evening Standard

George Osborne is the Editor of the London Evening Standard and he is an adviser to BlackRock Investment Institute. George served as Chancellor of the Exchequer from 2010 to 2016 - one of the longest periods anyone has held the office. Following the successful election of a Conservative... Read More →

Thursday October 5, 2017 2:05pm - 2:35pm PDT
TBA

2:35pm PDT

Survival in the ETF Jungle: Standing Out From the Crowd

More than half of Europe's 2,200 funds are smaller than $100 million and probably losing money for their managers. Who will survive? How can managers get ahead of first-movers? How much lower can fees get?

Moderators

Elisa Martinuzzi

EMEA Finance & Investing Managing Editor, Bloomberg News

Elisa Martinuzzi is the EMEA Finance & Investing Managing Editor at Bloomberg News. She holds a BSc in Economics from the University of London. Elisa joined Bloomberg in 2001 and has reported on global banking, capital markets and corporate finance. She formerly covered the finance... Read More →

Speakers

Dan Draper

Managing Director and Global Head of ETFs, PowerShares by Invesco

Dan Draper is a Managing Director at Invesco and Global Head of PowerShares Exchange-Traded Funds. In addition, he serves as President of Invesco PowerShares CapitalManagement LLC, the registered investment advisor and sponsor of the PowerShares familyof exchange-traded funds (ETFs).Prior... Read More →

Lisa Kealy

Partner, EY

Lisa Kealy is a Partner at EY with other 20 years’ experience in audit and advisory services to the financial services industry. Lisa holds a first class honours degree in Pure Mathematics and is a Fellow of the Institute of Chartered Accountants in Ireland from which she holds... Read More →

Nick King

Head of ETFs, Fidelity International

Nick King joined Fidelity International in June 2015 to lead the development of our ETF capabilities. Before joining Fidelity, Nick worked for BlackRock undertaking senior roles in ETF Product Development and Portfolio Management. In these roles, Nick was responsible for the design... Read More →

Howie Li

CEO of CANVAS, ETF Securities

Howie Li joined ETF Securities in 2009 and was appointed Co-Head of CANVAS, the firm’s UCITS ETF business in 2013 before becoming CEO of CANVAS in 2017. CANVAS is ETF Securities’ platform which focuses on bringing new ETFs to market in partnership with third parties. Prior to... Read More →

Thursday October 5, 2017 2:35pm - 3:10pm PDT
TBA

3:10pm PDT

ETF Crystal Ball Panel: The Next 10 Years

What will the ETF Industry look like in 10 years’ time? From regulation to new products - what will be the key catalysts changing the ETF ecosystem and who will emerge as the winners and losers?

Moderators

Eric Balchunas

ETF Analyst, Bloomberg Intelligence

Speakers

Gerry Cross

Director of Policy and Risk, Central Bank of Ireland

Gerry Cross is Director of Policy and Risk at the Central Bank of Ireland. He is responsible for regulatory policy for the banking, insurance, investment funds, and investment firms sectors. He is also responsible for the CBI’s supervisory risk framework, PRISM. Between... Read More →

Laurent Kssis

CEO, XBT Provider AB

Laurent Kssis, a 15-year veteran of the ETF industry known for work with leaders in the industry: HVB (Indexchange) where he build up the PT/Delta one desk, SocGen (Lyxor) created one of of the biggest broker/market maker access to ETF liquidity and State Street Bank among others... Read More →

Baer Pettit

Managing Director and Chief Operating Officer, MSCI

As Chief Operating Officer, Baer Pettit is responsible for oversight of the development, operations and profitability of the firm's full product line, which includes index, analytics, ESG and real estate products.Baer is an Executive Officer of the firm as well as a member of MSCI’s... Read More →

Fannie Wurtz

Managing Director, ETF, Indexing & Smart Beta, Amundi

Fannie Wurtz was appointed Managing Director Amundi ETF, Indexing & Smart Beta in April 2016. Previously, she was Global Head of ETF, Indexing & Smart Beta Sales at Amundi.Prior to joining Amundi in November 2011, she was responsible for ETF Institutional Sales and Amundi ETF business... Read More →

Thursday October 5, 2017 3:10pm - 3:40pm PDT
TBA

3:45pm PDT

Closing Remarks

Thursday October 5, 2017 3:45pm - 3:50pm PDT
TBA

3:50pm PDT

Networking Tea

Thursday October 5, 2017 3:50pm - 4:45pm PDT
TBA