2nd Annual ETF Investing Summit

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About The Conference

iGlobal Forum is pleased to announce the upcoming 2nd Annual ETF Investing Summit due to take place on March 16th, 2011 in New York City.  The event will focus on the latest growth trends with this asset class as well as core strategies in investing, buying and selling (trading), top ETF products and how to overcome technical ETF pitfalls.  As the asset class expands, the structures, cost effectiveness, transparency features, tax and dividend reinvestment features are making this product an attractive offer to individual investors as well as to traditional financial and private institutions.  Panelists will debate the pros and cons of ETF investing for all investors and asset managers as well as forecast the international growth for 2011, benefits over mutual funds and how different ETF products are being structured. The 2nd Annual Investing ETF Summit will be the premier opportunity to meet face-to-face and exchange hands-on experience with some of the worlds’ leading ETF experts, Institutional Investors, Portfolio Analysts, Individual Investors, High-net worth Individuals, Fund managers, ETF Researchers, Index providers, Traders, Investment Consultants and more.

Key Topics Covered

  • ETF Investing: What are the new developments for the electronic market?
  • The Credit Crisis & Flash Crash:  How are investors and institutional money managers adapting?
  • Alternative Asset Classes via ETF: Liquidity, Pricing and Costs
  • Diversified Commodity Investing and ETFs in an investor's portfolio
  • Issues to address when launching an ETF
  • Fixed Income Opportunities outside the U.S
  • Volatility Exposure as an Investment Tool
  • How institutional investors and fund managers choose their ETFs

Network With Leading

  • Hedge Fund Managers
  • Asset Managers
  • ETF Issuers
  • Pension Funds
  • Financial Advisors & Consultants
  • Broker-Dealers
  • Index Providers
7:30 am - REGISTRATION & NETWORKING BREAKFAST
8:30 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
8:45 am - ETF INVESTING: WHAT ARE THE NEW DEVELOPMENTS FOR THE ELECTRONIC MARKET?
  • Actively Managed Equity ETFs, past and future
  • Methodology of investing in Emerging Markets using ETFs
  • Fundamental merits of investing in Emerging Markets using ETFs
  • Advanced methods of construction of leveraged ETFs
  • India, an example of a practical approach to ETF investing in an Emerging Markets country
Richard Kang

Richard Kang

Chief Investment Officer & Director of Research

EMERGING GLOBAL ADVISORS

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Roop Chand Betala

Roop Chand Betala

Chief Executive Officer

VOLVIE CAPITAL MANAGEMENT

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Michael I. Schwartzman

Michael I. Schwartzman

President

VALUESEARCH CAPITAL MANAGEMENT, LLC

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Elliot Noma

Elliot Noma

Managing Director

GARRETT ASSET MANAGEMENT

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Hafeez Esmail

Hafeez Esmail

Vice President, Director of Marketing

MAIN MANAGEMENT, LLC

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9:30 am - THE CREDIT CRISIS & FLASH CRASH: HOW ARE INVESTORS AND INSTITUTIONAL MONEY MANAGERS ADAPTING?
  • Analyzing if diversification is insufficient for risk management post crunch
  • Assessing the role of risk management for institutional investors when choosing a fund manager
  • Are broad market ETF overlay strategies becoming a more acceptable tool for investors?
  • Tail risk: Can ETFs assist in this aspect of risk? What other tools are investors using to manage tail risk?
  • What is the ETF asset class performance outlook for 2011?
Philip Gocke

Philip Gocke

Managing Director

OPTIONS INDUSTRY COUNCIL

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Thomas F. McKeon

Thomas F. McKeon

Principal

CLOTHIER SPRINGS CAPITAL MANAGEMENT, LLC

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Joe DeSipio

Joe DeSipio

Co-Founder & Chief Market Strategist

ARIN RISK ADVISORS, LLC

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10:15 am - MORNING NETWORKING BREAK
10:45 am - VOLATILITY EXPOSURE AS AN INVESTMENT TOOL
  • Volatility exposure within portfolios, the creation of volatility ETFs
  • How fund managers treat volatility in their portfolio decision making process
  • Seeking returns from a directional equity volatility view
  • Diversification and hedging applications
  • Key features for using effectively over different market environments
  • Including volatility in your investment outlook for future market cycles
Joanne M. Hill, Ph. D

Joanne M. Hill, Ph. D

Head of Investment Strategy

PROSHARES

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Michael I. Schwartzman

Michael I. Schwartzman

President

VALUESEARCH CAPITAL MANAGEMENT, LLC

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Rebecca Cheong

Rebecca Cheong

Head of Advisory, Americas / Global Equity Flow

SOCIETE GENERALE AMERICAS SECURITIES

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11:30 am - DIVERSIFIED COMMODITY INVESTING AND ETFs IN AN INVESTOR'S PORTFOLIO
  • Examining the Case for Commodity Investing in Portfolio Management
  • Analyzing Commodity Indexes and their differences
  • Commodity ETFs 101: How they work and what is the volatility risk associated with them?
  • Strategically selecting the best choice of commodity to invest in
  • Discussing the future of commodity indexes and ETFs. What is their future potential in the US market?
Jessica Jablonowski

Jessica Jablonowski

Investment Analyst

JANNEY MONTGOMERY SCOTT

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Douglas Wolfe

Douglas Wolfe

Co-founder & CIO

SADDLE RIVER CAPITAL MANAGEMENT

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John Hyland

John Hyland

Chief Investment Officer

UNITED STATES COMMODITY FUNDS

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12:15 pm - NETWORKING LUNCHEON
1:30 pm - ISSUES TO ADDRESS WHEN LAUNCHING AN ETF
  • How to locate your preferred landscape, product structure?
  • Dealing with regulatory approval, index selection and exchange listing
  • Understanding the dynamics of successful product launches in the ETF marketplace
  • Examining how firms can successfully partner with third-party service providers
  • Support their endeavors and enhancing the organizational assets.
Mark DiMaio

Mark DiMaio

Principal

ERNST & YOUNG

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Matt Forstenhausler

Matt Forstenhausler

Partner

ERNST & YOUNG

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Alex Gurvich

Alex Gurvich

Co-Founder and Managing Partner

THE ROCKLEDGE GROUP

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2:15 pm - FIXED INCOME OPPORTUNITIES IN THE U.S.
  • Overview the international fixed income landscape
  • Comparing and contrasting global fixed Income rates
  • Understand the risk in the international debt markets
  • Identifying potential opportunities in developed and emerging debt around the world
  • Learn how to access these markets with specific ETFs
  • Understanding how investment professionals are implementing new fixed income investment ideas
Rick Harper

Rick Harper

Director of Fixed Income

WISDOM TREE ASSET MANAGEMENT

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Axel Merk

Axel Merk

President & CIO

MERK INVESTMENTS

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2:45 pm - AFTERNOON NETWORKING BREAK
3:15 pm - TRADING ETFs: FACTORS TO CONSIDER
  • Trading best practices for ETFs
  • Insights for trading inverse and leveraged ETFs
  • Evaluating ETF and market liquidity
  • Advanced ETF trading strategies: using options, hedging, short selling
  • Ensuring best execution for ETF trades
Paul Weisbruch

Paul Weisbruch

VP of ETF/Index Sales and Trading

STREET ONE FINANCIAL

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Briton Ryan

Briton Ryan

Head of U.S. ETF Sales & Trading

NEWEDGE

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Daniel D. O'Neill

Daniel D. O'Neill

President / CEO / CIO

DIREXION

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Eric M. Pollackov

Eric M. Pollackov

Managing Director, ETF Capital Markets

CHARLES SCHWAB & CO., INC.

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4:00 pm - HOW INSTITUTIONAL INVESTORS AND FUND MANAGERS CHOOSE THEIR ETFs
  • Having the same access to investment insight that large institutional investors have
  • Learning how to analyze. ETF purchasing tools and strategies for the individual investor
  • How is competition intensifying as the ETF market grows? Understanding the market trend
  • Why are insurance companies, pension funds and endowments investing their profits in ETFs for 2011?
  • Case Study: An ETF Investor outlook and the analytical tools used to recommend Institutional portfolios
James V. Kelly, CFA

James V. Kelly, CFA

President

KELLY CAPITAL MANAGEMENT, LLC

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Matthew D. McCall

Matthew D. McCall

President

PENN FINANCIAL GROUP LLC

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David Abner

David Abner

Director of Institutional ETF Sales and Trading

WISDOMTREE ASSET MANAGEMENT

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Marvin Appel

Marvin Appel

CEO

APPEL ASSET MANAGEMENT CORP.

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4:30 pm - CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

Sponsored by: JAVELIN INVESTMENT MANAGEMENT

Speakers

Jessica Jablonowski

Jessica Jablonowski

Investment Analyst

JANNEY MONTGOMERY SCOTT

Jessica Jablonowski is the lead ETF analyst at Janney Montgomery Scott. As an Investment Analyst, Jessica provides

View More

Joe Wong, CFA

Joe Wong, CFA

Portfolio Manager

QS INVESTORS

Member of the portfolio management and trading group. Responsible for asset allocation analysis using

View More

Joanne M. Hill, Ph. D

Joanne M. Hill, Ph. D

Head of Investment Strategy

PROSHARES

Ms. Hill joined ProShare Advisors LLC in 2009 and her responsibilities include research, development and

View More

Alex Gurvich

Alex Gurvich

Co-Founder and Managing Partner

THE ROCKLEDGE GROUP

Mr. Alex Gurvich is founding member and a Managing Partner at The Rockledge Group, which is a money management

View More

Axel Merk

Axel Merk

President & CIO

MERK INVESTMENTS

Axel Merk is the President and CIO of Merk Investments, manager of the Merk Funds. An authority on currencies, he

View More

Briton Ryan

Briton Ryan

Head of U.S. ETF Sales & Trading

NEWEDGE

View More

Daniel D. O'Neill

Daniel D. O'Neill

President / CEO / CIO

DIREXION

As the President, Chief Executive Officer and Chief Investment Officer, Dan is responsible for oversight of the

View More

David Abner

David Abner

Director of Institutional ETF Sales and Trading

WISDOMTREE ASSET MANAGEMENT

View More

Elliot Noma

Elliot Noma

Managing Director

GARRETT ASSET MANAGEMENT

Dr. Noma is the founder of Garrett Asset Management, a systematic trading firm that uses technical systems to

View More

Eric M. Pollackov

Eric M. Pollackov

Managing Director, ETF Capital Markets

CHARLES SCHWAB & CO., INC.

Eric Pollackov is the Managing Director of ETF Capital Markets for Charles Schwab & Co., Inc. He is

View More

Joe DeSipio

Joe DeSipio

Co-Founder & Chief Market Strategist

ARIN RISK ADVISORS, LLC

As Co-Founder and Chief Market Strategist, Joseph DeSipio leads strategy design, risk management, and

View More

Marvin Appel

Marvin Appel

CEO

APPEL ASSET MANAGEMENT CORP.

Marvin Appel originally trained as an anesthesiologist at Harvard Medical School and Johns Hopkins Hospital.  He

View More

Michael I. Schwartzman

Michael I. Schwartzman

President

VALUESEARCH CAPITAL MANAGEMENT, LLC

View More

Paul Weisbruch

Paul Weisbruch

VP of ETF/Index Sales and Trading

STREET ONE FINANCIAL

Paul Weisbruch is the VP of ETF/Index Sales and Trading at Street One Financial. He graduated from the University

View More

Richard Kang

Richard Kang

Chief Investment Officer & Director of Research

EMERGING GLOBAL ADVISORS

Richard Kang has served as Chief Investment Officer and Director of Research at Emerging Global Investors since

View More

Roop Chand Betala

Roop Chand Betala

Chief Executive Officer

VOLVIE CAPITAL MANAGEMENT

Mr.Roop Betala is joined Volvie Capital in 1995. Volvie Capital has office in Mumbai, Singapore and New York. 

View More

James V. Kelly, CFA

James V. Kelly, CFA

President

KELLY CAPITAL MANAGEMENT, LLC

James V. Kelly, CFA is President and Founder of Kelly Capital Management, LLC (KCM). Prior to founding KCM, Jim

View More

Ken Grant

Ken Grant

President

RISK RESOURCES

Ken Grant Ken’s career in risk management has spanned 25 years, working for both buy & sell side firms.

View More

Mark DiMaio

Mark DiMaio

Principal

ERNST & YOUNG

Mark is a principal in Ernst & Young’s Financial Services Business Advisory practice. He has served the

View More

Matt Forstenhausler

Matt Forstenhausler

Partner

ERNST & YOUNG

Matt Forstenhausler leads the New York area’s Registered Funds practice at Ernst & Young’s Financial

View More

Philip Gocke

Philip Gocke

Managing Director

OPTIONS INDUSTRY COUNCIL

Since 2005, Mr. Gocke has been a Managing Director of the Options Industry Council (“OIC”) responsible for

View More

Rick Harper

Rick Harper

Director of Fixed Income

WISDOM TREE ASSET MANAGEMENT

Rick Harper serves as the Director of Fixed Income for WisdomTree Asset Management, where he oversees currency,

View More

Thomas F. McKeon

Thomas F. McKeon

Principal

CLOTHIER SPRINGS CAPITAL MANAGEMENT, LLC

A graduate of LaSalle University, Tom has spent the last eighteen years on the long side of the equity markets,

View More

Douglas Wolfe

Douglas Wolfe

Co-founder & CIO

SADDLE RIVER CAPITAL MANAGEMENT

Douglas Wolfe is Principal and CIO of Saddle River Capital Management. SRCM manages five all ETF portfolios it

View More

Hafeez Esmail

Hafeez Esmail

Vice President, Director of Marketing

MAIN MANAGEMENT, LLC

View More

John Hyland

John Hyland

Chief Investment Officer

UNITED STATES COMMODITY FUNDS

John T. Hyland, CFA is the Chief Investment Officer for United States Commodity Funds. USCF is a sponsor and

View More

Matthew D. McCall

Matthew D. McCall

President

PENN FINANCIAL GROUP LLC

Matt McCall is founder and president of Penn Financial Group, an investment advisory firm that specializes in

View More

Rebecca Cheong

Rebecca Cheong

Head of Advisory, Americas / Global Equity Flow

SOCIETE GENERALE AMERICAS SECURITIES

View More

Sponsors

Media Partners

  • Register by

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  • February 4, 2011

    $749

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    $849

  • March 4, 2011

    $899

  • March 16, 2011

    $999

Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
Intercontinental Barclay Intercontinental Barclay

Intercontinental Barclay

111 East 48th Street

New York, NY

 

(212) 755-5900

http://www.Intercontinentalnybarclay.com

 

The InterContinental New York Barclay has embarked on an extensive renovation to restore its original Federal-style elegance. Re-imagined interiors will reveal the luxurious residential feel of the original 1926 hotel.
While the Barclay is closed, we recommend you reserve your stay at our sister property, the InterContinental Times Square with its stunning Manhattan skyline views and close proximity to the Broadway Theater District.
For reservations, visit: http://www.interconny.com

 

Situated just off Park Avenue, InterContinental Barclay New York boasts a central location in the heart of midtown Manhattan’s East Side, near New York’s most exclusive Fifth Avenue and Madison Avenue shopping, fine dining, Broadway theaters, world famous museums and Rockefeller Center. Built in 1926, the hotel opened under the aegis of the Vanderbilt family. Popular in social circles, it was the most luxurious hotel built by the New York Central Railroad and one of the most glamorous and elegant hotels in Manhattan. This landmark hotel offers the perfect combination of historic charm and contemporary features.

Jessica Jablonowski

Jessica Jablonowski

Investment Analyst

JANNEY MONTGOMERY SCOTT

Jessica Jablonowski is the lead ETF analyst at Janney Montgomery Scott. As an Investment Analyst, Jessica provides

View More

Joe Wong, CFA

Joe Wong, CFA

Portfolio Manager

QS INVESTORS

Member of the portfolio management and trading group. Responsible for asset allocation analysis using PortfolioChoice®

View More

Joanne M. Hill, Ph. D

Joanne M. Hill, Ph. D

Head of Investment Strategy

PROSHARES

Ms. Hill joined ProShare Advisors LLC in 2009 and her responsibilities include research, development and dissemination

View More

Alex Gurvich

Alex Gurvich

Co-Founder and Managing Partner

THE ROCKLEDGE GROUP

Mr. Alex Gurvich is founding member and a Managing Partner at The Rockledge Group, which is a money management firm.

View More

Axel Merk

Axel Merk

President & CIO

MERK INVESTMENTS

Axel Merk is the President and CIO of Merk Investments, manager of the Merk Funds. An authority on currencies, he is a

View More

Briton Ryan

Briton Ryan

Head of U.S. ETF Sales & Trading

NEWEDGE

View More

Daniel D. O'Neill

Daniel D. O'Neill

President / CEO / CIO

DIREXION

As the President, Chief Executive Officer and Chief Investment Officer, Dan is responsible for oversight of the company

View More

David Abner

David Abner

Director of Institutional ETF Sales and Trading

WISDOMTREE ASSET MANAGEMENT

View More

Elliot Noma

Elliot Noma

Managing Director

GARRETT ASSET MANAGEMENT

Dr. Noma is the founder of Garrett Asset Management, a systematic trading firm that uses technical systems to invest

View More

Eric M. Pollackov

Eric M. Pollackov

Managing Director, ETF Capital Markets

CHARLES SCHWAB & CO., INC.

Eric Pollackov is the Managing Director of ETF Capital Markets for Charles Schwab & Co., Inc. He is responsible for

View More

Joe DeSipio

Joe DeSipio

Co-Founder & Chief Market Strategist

ARIN RISK ADVISORS, LLC

As Co-Founder and Chief Market Strategist, Joseph DeSipio leads strategy design, risk management, and intermediary

View More

Marvin Appel

Marvin Appel

CEO

APPEL ASSET MANAGEMENT CORP.

Marvin Appel originally trained as an anesthesiologist at Harvard Medical School and Johns Hopkins Hospital.  He

View More

Michael I. Schwartzman

Michael I. Schwartzman

President

VALUESEARCH CAPITAL MANAGEMENT, LLC

View More

Paul Weisbruch

Paul Weisbruch

VP of ETF/Index Sales and Trading

STREET ONE FINANCIAL

Paul Weisbruch is the VP of ETF/Index Sales and Trading at Street One Financial. He graduated from the University of

View More

Richard Kang

Richard Kang

Chief Investment Officer & Director of Research

EMERGING GLOBAL ADVISORS

Richard Kang has served as Chief Investment Officer and Director of Research at Emerging Global Investors since its

View More

Roop Chand Betala

Roop Chand Betala

Chief Executive Officer

VOLVIE CAPITAL MANAGEMENT

Mr.Roop Betala is joined Volvie Capital in 1995. Volvie Capital has office in Mumbai, Singapore and New York.  Roop

View More

James V. Kelly, CFA

James V. Kelly, CFA

President

KELLY CAPITAL MANAGEMENT, LLC

James V. Kelly, CFA is President and Founder of Kelly Capital Management, LLC (KCM). Prior to founding KCM, Jim was

View More

Ken Grant

Ken Grant

President

RISK RESOURCES

Ken Grant Ken’s career in risk management has spanned 25 years, working for both buy & sell side firms. Before

View More

Mark DiMaio

Mark DiMaio

Principal

ERNST & YOUNG

Mark is a principal in Ernst & Young’s Financial Services Business Advisory practice. He has served the financial

View More

Matt Forstenhausler

Matt Forstenhausler

Partner

ERNST & YOUNG

Matt Forstenhausler leads the New York area’s Registered Funds practice at Ernst & Young’s Financial Services

View More

Philip Gocke

Philip Gocke

Managing Director

OPTIONS INDUSTRY COUNCIL

Since 2005, Mr. Gocke has been a Managing Director of the Options Industry Council (“OIC”) responsible for research

View More

Rick Harper

Rick Harper

Director of Fixed Income

WISDOM TREE ASSET MANAGEMENT

Rick Harper serves as the Director of Fixed Income for WisdomTree Asset Management, where he oversees currency, cash

View More

Thomas F. McKeon

Thomas F. McKeon

Principal

CLOTHIER SPRINGS CAPITAL MANAGEMENT, LLC

A graduate of LaSalle University, Tom has spent the last eighteen years on the long side of the equity markets,

View More

Douglas Wolfe

Douglas Wolfe

Co-founder & CIO

SADDLE RIVER CAPITAL MANAGEMENT

Douglas Wolfe is Principal and CIO of Saddle River Capital Management. SRCM manages five all ETF portfolios it offers

View More

Hafeez Esmail

Hafeez Esmail

Vice President, Director of Marketing

MAIN MANAGEMENT, LLC

View More

John Hyland

John Hyland

Chief Investment Officer

UNITED STATES COMMODITY FUNDS

John T. Hyland, CFA is the Chief Investment Officer for United States Commodity Funds. USCF is a sponsor and manager of

View More

Matthew D. McCall

Matthew D. McCall

President

PENN FINANCIAL GROUP LLC

Matt McCall is founder and president of Penn Financial Group, an investment advisory firm that specializes in ETFs and

View More

Rebecca Cheong

Rebecca Cheong

Head of Advisory, Americas / Global Equity Flow

SOCIETE GENERALE AMERICAS SECURITIES

View More

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