ETF Portfolios Conference – 30 April 2014 – London
ETF Strategy in partnership with the London Stock Exchange is hosting a conference dedicated to ETF portfolios to be held at the LSE’s Paternoster Square headquarters on Wednesday 30th 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, 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 |
| Pietro Roletto, Head of Fixed Income, ETPs and Securitised Derivatives, London Stock Exchange Group | ||
| 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 Investment 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.
Who should attend?
– Discretionary fund managers
– Fund of funds managers
– Multi-managers
– Private client investment managers
– Investment advisers and IFAs
– Portfolio managers and strategists
Please register now to apply for tickets.
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