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ETF Portfolios Conference


ETF Strategy in partnership with London Stock Exchange is hosting a conference dedicated to ETF portfolios to be held at London Stock Exchange's Paternoster Square headquarters on Wednesday 30 April 2014.

Please register now to apply for tickets.

The conference, which will run from 8.25am to 2.15pm (with optional breakout sessions to 3.30pm), is specifically aimed at professional investors and will approach a range of topics from an ETF-centric perspective. The event will be accredited for CPD and will comprise a series of presentations, panel discussions and optional breakout sessions, along with networking opportunities.

Topics will include portfolio management and construction, strategies and models, and platforms and distribution, with insight and advice from industry-leading ETF experts. The event is particularly suitable for DFMs, FoF managers, portfolio managers, wealth advisers and sophisticated IFAs.

An exciting line-up of sponsors, speakers and exhibitors has been assembled, including some of the biggest names in ETFs and ETF Managed Portfolios both here in Europe and in the US. They include ETF managed portfolio specialists F-Squared Investments, Dorsey Wright & Associates and Twenty20 Investments, ETF providers UBS, First Trust, ETF Securities, Boost, Deutsche Asset & Wealth Management and Source, and wealth management business Raymond James Investment Services.

Conference agenda:
  
08.25 – 08.55 
Registration, Breakfast and Networking

08.55 – 09.00 
Presentation - Welcome, Introduction and Opening Remarks
Pieetro Poletto, Head of Fixed Income, ETPs and Securitised Derivatives, London Stock Exchange Group, CEO EuroTLX

09.00 – 09.20 
Presentation - Separating equity from currency decisions
Florian Cisana, UBS ETF Sales UK & Ireland

09.20 – 09.40 
Presentation - How commodities can help meet the diversification challenge
Neil Jamieson, Head of UK & Ireland, ETF Securities

09.40 – 10.00
Presentation - Building a better portfolio with ETFs
Eric Anderson, Portfolio Manager, First Trust

10.00 – 10.20 
Presentation - Macro trading strategies using short and leveraged ETPs
Viktor Nossek, Head of Research, Boost ETP

10.20 – 11.00 
Panel Session - Applications and uses of ETFs from a portfolio management perspective
Andrew Walsh, Head of UBS ETF sales UK & Ireland; Neil Jamieson, Head of UK & Ireland at ETF Securities; Hector McNeil, Co-CEO of Boost ETP; Kai Bald, Head of Public Distribution for Passive Investments at Deutsche Asset & Wealth Management; Moderated by David Stevenson, FT Journalist

11.00 – 11.35 
Break with Refreshments and Networking

11.35 – 11.55 
Presentation - The inevitable rise of ETF Managed Portfolios
Allan Lane, Founder and Managing partner, Twenty20 Investments

11.55 – 12.15 
Presentation - ETF Strategists in the New World
Jim Celico, Managing Director, F-Squared Investments

12.15 – 12.35 
Presentation - Momentum-led ETF portfolio strategies
Tom Dorsey, Co-founder and President, Dorsey Wright & Associates

12.35 – 13.15 
Panel Session - ETF Managed Portfolios: strengths, weaknesses,
opportunities and threats

Jim Celico, Managing Director at F-Squared Investments; Eric Anderson, Portfolio Manager at First Trust; David Hazelton, Head  of Business Development at Raymond James Investor Services; Peter Thompson, Chief Strategy Officer at Source; Moderated by Irene Bauer, Twenty20

13.15 – 14.15 
Lunch and Networking

14.15 – 14.55 
Breakout session - Technical Insights, Powerful Solutions
Tom Dorsey, Co-founder and President, Dorsey Wright & Associates

14.55 – 15.30 
Breakout session An introduction to AlphaDEX ETFs
Eric Anderson, Portfolio Manager, First Trust

The conference will target an audience of around 120 delegates and whilst the conference will be free to attend, we want to ensure a highly relevant and focused group of professional investors. Consequently, tickets will be allocated based on an applicant’s company and position.

Delegate registrations look set to far exceed the venue’s capacity, so please register now if you would like to attend.

Please register now to apply for tickets.

 

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