Capital Link Dissect ETFs Forum

4th Annual Capital Link Dissect ETFs Forum – Thursday June 22, 2017

At the Metropolitan Club, One E. 60th Street, New York City.

This is a QWAFAFEW-NYC Partner Event

http://forums.capitallink.com/etf/2017/index.html

Please note This forum has been approved for 6 CFP/CIMA/CPWA CE Credits. 

Registration Link: http://forums.capitallink.com/etf/2017/signup.html

7:30 AM REGISTRATION
MORNING SESSIONS
WEST LOUNGE (1ST FLOOR)
8:00 AM – 8:20 AM KEYNOTE ADDRESS
“Where is the market headed from here”

Christopher Davis, Portfolio Manager & Chairman – Davis Advisors
8:20 AM – 9:10 AM ETF Strategies in Today’s Volatile Market Moderator:
Sebastian Mercado, CFA,
Director – ETF Strategist – Deutsche Bank Securities Inc. 

Panelists:

  • Kevin McGrath, High Yield Trader & Portfolio Manager – New Jersey Division of Investment
  • Paul Pietranico, CFA, Director, Senior Portfolio Manager – Allianz Global Investors US LLC
9:10 AM – 10:00 AM ETF Trading & Liquidity Moderator:

 

Panelists:

  • Damon Walvoord, Co-Head, ETF Group – Susquehanna International Group
  • Andrew Swanson, Executive Director – Morgan Stanley
  • Reggie Browne, Senior Managing Director – ETF Group – Cantor Fitzgerald
  • Chris Hempstead, Formerly Head of ETF Sales – KCG Holdings Inc.
10:00 AM – 10:50 AM Investing in Commodities Moderator:
David Perlman
, ETF Strategist – UBS 

Panelists:

  • Maxwell Gold, Director, Investment Strategy – ETF Securities
  • Kurt Nelson, Partner – SummerHaven Investment Management
  • Sal Gilbertie, President/CIO – Teucrium Trading
10:50 AM – 11:10 AM COFFEE BREAK
11:10 AM – 12:00 PM Chasing High Yield Moderator:

 

Panelists:

  • Jay Hatfield, Co-Founder and CEO – Infrastructure Capital Advisors
  • Jeremy Held, CFA, CFP, Director of Research & Investment Strategy – ALPS Portfolio Solutions
  • Tim Seymour, Managing Director – Triogem Asset Management; Panelist – CNBC’s “Fast Money”
12:00 PM – 12:50 PM Actively Managed vs. Smart Beta Panel Moderator:

 

Panelists:

  • Dodd Kittsley, Director – Davis Advisors
  • Matthew Goulet, VP, Sector Investment Strategy – Fidelity Investments
  • Mo Haghbin, Head of Product, Beta Solutions – OppenheimerFunds, Inc.
12:50 PM – 1:40 PM ETF Outlook – C-Suite Panel Moderator:

 

Panelists:

  • Joanna Gallegos, Head of ETF Product Development – JP Morgan Asset Management
  • Josh Penzner, Managing Director – BlackRock