Exchange-Traded Funds Investing Summit 2010

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About The Conference

iGlobal Forum is pleased to announce the newest addition to our resourceful list of expert events! The ETFs Investing Summit 2010 will take a closer look at the vast pool of investment opportunities in the field of the Exchange-Traded Funds and will throw light on the latest developments in this exciting arena in New York on March 10th. The senior-level speakers will discuss the attractiveness of ETFs in the today’s economic circumstances, in addition to exchanging opinions on the latest ETFs innovations, risks and strategies. The ETFs Investing Summit 2010 will be the premier opportunity to meet face-to-face and exchange hands-on experience with key ETF experts.

Key Topics Covered

  • Trend line of the Acceleration of New ETF Development for the years ahead
  • New ETF Development: What are the Challenges for New Sponsors?
  • What does the creation of Inverse and Long-Leveraged ETFs mean?
  • Examining the Areas of Future Index-Based Product Development
  • Discussing ETF Packaging and Multi-Asset Strategies 
  • Managing ETF stock selection, trading and performance tracking for the investor

Network With Leading

  • Hedge Fund Managers
  • Asset Managers
  • ETF Issuers
  • Pension Funds
  • Financial Advisors & Consultants
  • Venture Capitalists
  • Broker-Dealers 
  • Index Providers
8:00 am - REGISTRATION & NETWORKING BREAKFAST
8:30 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
8:45 am - ETFs: THE COMPETITIVE PERSPECTIVE
  • How are ETFs Competing with Traditional Mutual Funds in this recovery period?
  • Challenges in Competing in the ETF Business in the US and Internationally
  • Considerations for Competing in the ETF Business
  • Competitive Advantage: Discussing the role of the leading ETF sponsors
Greg Werlinich

Greg Werlinich

President

WERLINICH ASSET MANAGEMENT, LLC

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Hafeez Esmail

Hafeez Esmail

Vice President, Director of Marketing

MAIN MANAGEMENT, LLC

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9:15 am - CHOOSING ETF STRATEGIES FOR YOUR INVESTMENT PLANNING
  • How do ETFs compete with traditional mutual funds? Can they complement each other?
  • Choosing the right ETF for your needs: Bond ETFs, Commodity ETFs, Currency ETFs, Current Affairs
  • Dividend ETFs, Global ETFs, Market Index ETF’s, Long-Short ETFs, New ETFs, Retirement Sector ETFs, Socially Responsible ETFs, State ETFs, Options ETF’s and Inverse ETF’s.
  • Small Investor solutions to place your money in the right ETF for your needs.
Alex Gurvich

Alex Gurvich

Co-Founder and Managing Partner

THE ROCKLEDGE GROUP

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Luciano Siracusano

Luciano Siracusano

Chief Investment Strategist and Director of Sales

WISDOMTREE

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Marvin Appel

Marvin Appel

CEO

APPEL ASSET MANAGEMENT CORP.

View More

Kevin D. Mahn

Kevin D. Mahn

President & CIO

HENNION & WALSH ASSET MANAGEMENT

View More

Elliot Noma

Elliot Noma

Managing Director

GARRETT ASSET MANAGEMENT

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10:15 am - MORNING NETWORKING BREAK
10:45 am - EMERGING MARKETS ETFs: A CORE HOLDING
  • Why emerging markets
  • Why ETFs in this space have been so hot
  • Broad versus country versus sector 
  • Portfolio construction challenges
  • Case studies for using EM ETFs
Richard Kang

Richard Kang

Chief Investment Officer & Director of Research

EMERGING GLOBAL ADVISORS

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Keith P. DeGreen, J.D., CFP

Keith P. DeGreen, J.D., CFP

CEO & Portfolio Manager

DEGREEN CAPITAL MANAGEMENT, LLC

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Andrew Waterman

Andrew Waterman

CEO/Director of Products

EMERGINVEST

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11:30 am - LEVERAGED AND INVERSE ETFS
  • Harnessing volatility in leveraged and inverse products
  • Tactical Use of ETFs: Tax Management, Transitions and More
  • Tax advantages for ETF’s vs. traditional mutual funds and other instruments
  • Marginal tax rate, the ROI, and length of the investment
Ioulia Tretiakova

Ioulia Tretiakova

Vice President & Director of Quantitative Strategies

PUR INVESTING INC.

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12:00 pm - NETWORKING LUNCHEON
1:00 pm - ETF MARKET RISK ANALYSIS: THE MAIN FACTORS TO CONSIDER
  • Understanding risk in tracking errors (divergence in the return earned by the ETF from the index)
  • Encountering the risk of double coverage in ETF’s
  • Analyzing the constant change in the bid ask spreads
  • Addressing index matching performance
  • Analyzing ETF liquidity issues and your investment exit strategy 
  • How to best access liquidity & satisfy best execution in trading
Andrew McOrmond

Andrew McOrmond

Managing Director, ETF Group

WALLACHBETH CAPITAL LLC

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Dave Morton

Dave Morton

Chief Research Officer & Co-CIO

FOXHALL CAPITAL MANAGEMENT, INC.

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David Abner

David Abner

Director of Institutional ETF Sales and Trading

WISDOMTREE ASSET MANAGEMENT

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Gregory Fink

Gregory Fink

Senior Vice President

DIREXION FUNDS

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2:00 pm - VOLATILITY AS AN ASSET CLASS
  • Evolution of Volatility Products
  • Trading and hedging with VXX/VXZ
  • Shorting volatility - using covered call strategies (BuyWrite)
Michael Schmanske

Michael Schmanske

Head of Index Volatility Trading

BARCLAYS CAPITAL

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2:30 pm - AFTERNOON NETWORKING BREAK
3:00 pm - ETF INDEXING
  • How to use Index ETF’s in your Portfolio?
  • How does fundamental indexing work for your investment?
  • Back-testing model portfolios using index returns only
  • Research Associates Fundamental Index [RAFI] index and the dividend index
  • Market-cap weighted index vs. the fundamental indexing approach
Kirk Kinder

Kirk Kinder

Founder & President

PICKET FENCE FINANCIAL

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Mark Sladkus

Mark Sladkus

Founder & President

RED LIGHTHOUSE LLC

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3:45 pm - THE FUTURE OF ACTIVELY MANAGED EXCHANGE-TRADED FUNDS
  • What is the transparency required for the active management of ETF’s
  • How do ETF providers launch and price actively managed ETFs?
  • Innovations in the actively managed ETF marketplace
  • Managing ETF stock selection, trading and performance tracking for the investor
  • Hedging: Active ETFs reduce tax efficiency and increase costs as trades increase
Michael I. Schwartzman

Michael I. Schwartzman

President

VALUESEARCH CAPITAL MANAGEMENT, LLC

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Don Suskind, CFA

Don Suskind, CFA

ETF Product Manager

PIMCO

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

Speakers

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

Kirk Kinder

Kirk Kinder

Founder & President

PICKET FENCE FINANCIAL

View More

Luciano Siracusano

Luciano Siracusano

Chief Investment Strategist and Director of Sales

WISDOMTREE

View More

Mark Sladkus

Mark Sladkus

Founder & President

RED LIGHTHOUSE LLC

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

Michael Schmanske

Michael Schmanske

Head of Index Volatility Trading

BARCLAYS CAPITAL

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

Joe Massman

Joe Massman

President & CEO

THE ETF STORE, INC.

Joe Massman is the president and CEO of The ETF Store, Inc., a registered investment advisor based in Kansas City,

View More

Kevin D. Mahn

Kevin D. Mahn

President & CIO

HENNION & WALSH ASSET MANAGEMENT

Kevin D. Mahn joined Parsippany, NJ based Hennion & Walsh as a Managing Director in 2004. Serving as its Chief

View More

Keith P. DeGreen, J.D., CFP

Keith P. DeGreen, J.D., CFP

CEO & Portfolio Manager

DEGREEN CAPITAL MANAGEMENT, LLC

View More

Andrew McOrmond

Andrew McOrmond

Managing Director, ETF Group

WALLACHBETH CAPITAL LLC

View More

Andrew Waterman

Andrew Waterman

CEO/Director of Products

EMERGINVEST

View More

Dave Morton

Dave Morton

Chief Research Officer & Co-CIO

FOXHALL CAPITAL MANAGEMENT, INC.

View More

David Abner

David Abner

Director of Institutional ETF Sales and Trading

WISDOMTREE ASSET MANAGEMENT

View More

Don Suskind, CFA

Don Suskind, CFA

ETF Product Manager

PIMCO

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

Greg Werlinich

Greg Werlinich

President

WERLINICH ASSET MANAGEMENT, LLC

View More

Gregory Fink

Gregory Fink

Senior Vice President

DIREXION FUNDS

View More

Hafeez Esmail

Hafeez Esmail

Vice President, Director of Marketing

MAIN MANAGEMENT, LLC

View More

Ioulia Tretiakova

Ioulia Tretiakova

Vice President & Director of Quantitative Strategies

PUR INVESTING INC.

View More

Michael Johnston

Michael Johnston

Senior Analyst & Founder

ETF DATABASE

Michael Johnston is the senior analyst and founder of ETF Database, a Web-based resource for ETF investors.

View More

Peter K. Hill

Peter K. Hill

Principal, Intermediary Business Group

STATE STREET GLOBAL ADVISORS

View More

Post-Conference Workshop

Examining Exchange Traded Vehicle Performance for 2010

Wednesday March 10, 2010 | 5:00 pm to 7:00 pm

What will be covered:

  • Current trends in the ETF Industry - new product development and usage
  • Mixing ETFs with other positions in a portfolio (private equity and other alternative investments)
  • Risk management with ETFs for portfolio constructors
  • Discussion on why ETFs are especially popular for commodity investing
  • Sources for further ETF education and research


How you will benefit:

This workshop will examine the ETF landscape, including manufacturing and assembly, advisor usage, and asset-gathering potential. We will discuss actionable recommendations for implementing an ETF strategy in 2010. Exchange-traded funds (ETFs) remained resilient during the market crisis of 2008 and are expected to reach $1 trillion in 2010. Whether you’re currently offering ETFs, contemplating ETFs, or seeking to understand advisors’ usage trends, a close examination of this marketplace will answer your most pressing questions.

Richard Kang

Richard Kang

Chief Investment Officer & Director of Research

EMERGING GLOBAL ADVISORS

View More

Joe Massman

Joe Massman

President & CEO

THE ETF STORE, INC.

View More

Michael Johnston

Michael Johnston

Senior Analyst & Founder

ETF DATABASE

View More

Peter K. Hill

Peter K. Hill

Principal, Intermediary Business Group

STATE STREET GLOBAL ADVISORS

View More

Sponsors

Media Partners

  • Register by

    Conference Only

    Workshop Only

    Conference & Workshop

  • January 15, 2010

    $799

    $299

    $995

  • February 10, 2010

    $849

    $349

    $1,049

  • February 25, 2010

    $899

    $379

    $1,149

  • March 10, 2010

    $999

    $399

    $1,249

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
Embassy Suites Hotel Embassy Suites Hotel

Embassy Suites Hotel

102 North End Avenue

New York, NY

 

(212) 945-0100

www.newyorkcity.embassysuites.com

 

The Embassy Suites Hotel New York City stands directly across from The World Financial Center and steps from downtown Manhattan’s historic landmarks, popular attractions and hottest new residential area. Adjacent to the Battery Park Esplanade and anchoring a retail complex which includes multiple restaurants and a movie theater, the hotel also contains a dramatic sun-lit Atrium, is surrounded by parks and breathtaking views of the Hudson River, and is walking distance to the Statue of Liberty/Ellis Island Ferry and Wall Street.

 

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

Kirk Kinder

Kirk Kinder

Founder & President

PICKET FENCE FINANCIAL

View More

Luciano Siracusano

Luciano Siracusano

Chief Investment Strategist and Director of Sales

WISDOMTREE

View More

Mark Sladkus

Mark Sladkus

Founder & President

RED LIGHTHOUSE LLC

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

Michael Schmanske

Michael Schmanske

Head of Index Volatility Trading

BARCLAYS CAPITAL

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

Joe Massman

Joe Massman

President & CEO

THE ETF STORE, INC.

Joe Massman is the president and CEO of The ETF Store, Inc., a registered investment advisor based in Kansas City,

View More

Kevin D. Mahn

Kevin D. Mahn

President & CIO

HENNION & WALSH ASSET MANAGEMENT

Kevin D. Mahn joined Parsippany, NJ based Hennion & Walsh as a Managing Director in 2004. Serving as its Chief

View More

Keith P. DeGreen, J.D., CFP

Keith P. DeGreen, J.D., CFP

CEO & Portfolio Manager

DEGREEN CAPITAL MANAGEMENT, LLC

View More

Andrew McOrmond

Andrew McOrmond

Managing Director, ETF Group

WALLACHBETH CAPITAL LLC

View More

Andrew Waterman

Andrew Waterman

CEO/Director of Products

EMERGINVEST

View More

Dave Morton

Dave Morton

Chief Research Officer & Co-CIO

FOXHALL CAPITAL MANAGEMENT, INC.

View More

David Abner

David Abner

Director of Institutional ETF Sales and Trading

WISDOMTREE ASSET MANAGEMENT

View More

Don Suskind, CFA

Don Suskind, CFA

ETF Product Manager

PIMCO

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

Greg Werlinich

Greg Werlinich

President

WERLINICH ASSET MANAGEMENT, LLC

View More

Gregory Fink

Gregory Fink

Senior Vice President

DIREXION FUNDS

View More

Hafeez Esmail

Hafeez Esmail

Vice President, Director of Marketing

MAIN MANAGEMENT, LLC

View More

Ioulia Tretiakova

Ioulia Tretiakova

Vice President & Director of Quantitative Strategies

PUR INVESTING INC.

View More

Michael Johnston

Michael Johnston

Senior Analyst & Founder

ETF DATABASE

Michael Johnston is the senior analyst and founder of ETF Database, a Web-based resource for ETF investors. Johnston

View More

Peter K. Hill

Peter K. Hill

Principal, Intermediary Business Group

STATE STREET GLOBAL ADVISORS

View More

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