| INVESTOR DISCUSSION |
| INDUSTRY DISCUSSION FORUM |
12th Annual Global ETF Awards®Agenda-Thursday, April 21, 2016
Grand Hyatt New York
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| 1:30 pm - 2:00 pm | Registration |
2:00 pm - 3:00 pm | GENERAL DISCUSSION |
2:00 pm | Maximizing returns with Smart Beta and Actively-managed ETFs | |
Moderator
Danielle K. Jarnot, Vice President, Institutional Sales, Aqua
Panelists
Kathy Cuocolo, CPA, President, Syntax LLC
Jay Jacobs, CFA, Director of Research, Global X
Rowland O. Wilhelm, Jr. , Vice President, Director of Marketing and Sales Reaves Asset Management
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3:00 pm - 6:00 pm | INVESTOR DISCUSSION |
2:45 pm | Managing Volatility-The Saga Continues
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Moderator
Mike Venuto, CIO, Toroso Investments
Panelists
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Jay Caauwe, Managing Director,Global Client Services, CBOE HOLDINGS
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Kevin Kelly, Managing Partner and Chief Investment Officer, Recon Capital Partners
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Corey Villani, International Securities Exchange, Senior Product Development Specialist
| | 3:30 pm | Refreshment Break |
| 3:45 pm | Finding a Unicorn-Liquidity in Fixed Income ETFs |
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Moderator
Mike Castino, Senior Vice President, U.S. Bancorp Fund Services, LLC
Panelists
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Bryce A. Doty, CFA, Senior Vice President, Senior Fixed Income Manager, Sit Investment Associates
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Stefano Pasquali, Head of Liquidity Research, Regulatory & Accounting Products, Bloomberg, LP
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Kelly Westfall, Director, Financial Services O'Connor Davies, LLP
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| 4:30 PM - 6:00PM | General Sessions |
| 4:30 PM | Insights into Indexing |
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Moderator
Robert Tull
ROBERT TULL AND COMPANY
Panelists
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Tom Goodwin, PhD, Senior Research Director, FTSE Russell Indexes
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Joseph Halpern, Exceed Investments, Founder and CEO
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Rod Jones, Head of North America, STOXX
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Robert Michaud, Chief Investment Officer, New Frontier
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| 5:15 PM |
Looking into the Future of the Global ETP Marketplace |
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Moderator
Andrew Pfeifer,, Relationship Executive, BNY MELLON
Panelists
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David Abner, Director, Head of Capital Markets, WisdomTree Asset Management, Inc.
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Brian King, Director of ETP Listings, NYSE
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Dodd Kittsley, CFA, Director, Head of ETF Strategy & National Accounts, DEAWM DISTRIBUTORS, INC., DEUTSCHE ASSET & WEALTH MANAGEMENT
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Phil Nanof, ETF Product Specialist, State Street Global Services
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Kevin Rusli, Lawyer, BLAKE, CASSELS & GRAYDON LLP
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2:00 pm - 3:00 pm | GENERAL DISCUSSION |
2:00 pm | 2:00 Maximizing returns with Smart Beta and Actively-managed ETFs
| |
Moderator
| |
Danielle K. Jarnot,Vice President, Institutional Sales, Aqua
Panelists
Kathy Cuocolo, CPA, President, Syntax LLC
Jay Jacobs, CFA, Director of Research, Global X
Rowland O. Wilhelm, Jr. , Vice President, Director of Marketing and Sales Reaves Asset Management
| | 2:45 pm | Market Makers- Smart Trades, Better Executions |
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Moderator
Richard Keary, Principal/Founder, Global ETF Advisors, LLC
Panelists
Chris Hempstead, Head of ETF Sales, KCG
Christopher Johnson, Vice President, Americas-ETF Sales
Maarten van den Muijsenberg, Head of Trading at Flow Traders US
| | 3:30 pm | Refreshment Break |
| 3:45 pm | Searching for Opportunities in Emerging Markets and Commodities |
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Moderator
Thomas O'Donnell,, Managing Director, ETF Client Service Management Team, BNY Mellon
Panelists
Mike McGlone, MCGLONE ADVISORS LLC
A. Seddik Meziani, Ph. D, Professor of Economics and Finance, MONTCLAIR STATE UNIVERSITY and Author
Steven Schoenfeld, Bluestar Global Investors LLC
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| 4:30 PM - 6:00PM | General Sessions |
| 4:30 PM | Insights into Indexing |
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Moderator
Robert Tull
ROBERT TULL AND COMPANY
Panelists
| |
Tom Goodwin, PhD, Senior Research Director, FTSE Russell Indexes
| |
Joseph Halpern, Exceed Investments, Founder and CEO
| |
Rod Jones, Head of North America, STOXX
| |
Robert Michaud, Chief Investment Officer, New Frontier
|
| 5:15 PM |
Looking into the Future of the Global ETP Marketplace |
|
Moderator
Andrew Pfeifer,, Relationship Executive, BNY MELLON
Panelists
| |
David Abner, Director, Head of Capital Markets, WisdomTree Asset Management, Inc.
| |
Brian King, Director of ETP Listings, NYSE
| |
Dodd Kittsley, CFA, Director, Head of ETF Strategy & National Accounts, DEAWM DISTRIBUTORS, INC., DEUTSCHE ASSET & WEALTH MANAGEMENT
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Phil Nanof, ETF Product Specialist, State Street Global Services
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Kevin Rusli, Lawyer, BLAKE, CASSELS & GRAYDON LLP
| 6:00 pm | Cocktail Reception Hosted by 
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| 7:00 pm | Global ETF Awards® Dinner |
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