London Stock Exchange is pleased to present the 4th annual ETF Portfolios Summit in partnership with ETF Strategy. This year's conference is focused on the construction of portfolios using ETFs as primary building blocks. It will cover a range of ETF strategy and portfolio management topics, with reference to the major asset classes and the current investment environment.
We will explore the many ways ETFs can and are being combined to deliver efficient portfolio solutions that meet modern-day investment challenges and fulfil client objectives.
Key themes for this year’s conference include: - Reducing risk and managing volatility - Investing for income - Deccumulation and pension-drawdown - Inflation protection - Managing duration - Strategic and tactical allocation ideas - Digital wealth advisory solutions
Participating firms include: - UBS ETF - BMO Global Asset Management - FTSE Russell - Copia Capital Management - Ned Davis Research - Netweath - IG Group - EValue - Milliman
Who should attend The event is aimed exclusively at investment professionals who build and manage ETF portfolios, and advisors who direct client assets into such portfolios. Attendees will include investment representatives from DFMs, robo-advisors, FOFs/multi-managers, family offices, private banks, wealth managers, financial planners and IFAs.
London Stock Exchange
10 Paternoster Square
08.15 – 09.00 Registration, Breakfast and Networking
09.00 – 09.05 Welcome Pietro Poletto, Head of Fixed Income, ETPs and Securitised Derivatives, London Stock Exchange Group
09.05 – 09.35 Hedging Inflation with TIPS ETFs Pawel Janus, Head Passive & ETF Investment Analytics, UBS
09.35 – 10.05 Duration Management with Bond ETFs Christine Cantrell, UK Sales Director for ETFs, BMO Global Asset Management
10.05 – 10.25 Increased Income, Reduced Risk, Enhanced Returns: Can Multi-Factor Indexes Meet Multiple Objectives Marlies van Boven, Director of Research, FTSE Russell
10.25 – 10.45 Global Allocation Models: Outlook and Ideas Timothy Heyes, Chief Global Investment Strategist, Ned Davis Research
10.45 – 11.15 Refreshment Break
11.15 – 12.00 Panel discussion 1 Constructing Retirement Investment Strategies with ETFs Hortense Bioy, Director, Passive Funds Research, Europe, Morningstar Hoshang Daroga, Quantitative Investment Manager, Copia Capital Management Colette Dunn, Head of Strategy Consulting, Milliman Andrew Storey, Sales Director, Evalue
12.00 – 12.45 Panel discussion 2 Digital Wealth Management Solutions using ETFs Iain Barnes, Chief Investment Officer, Netwealth Ian Peacock, Head of UK, IG Luis Rivera, Co-Founder and CEO, ETFmatic George Watson, Research Analyst, ETF Strategy