Smart Beta Europe Conference – Wednesday 21st January 2015


Smart Beta Europe Conference

Wednesday 21st January 2015

ETF Strategy and Cass Business School

Cass Business School, 106 Bunhill Row, London, EC1Y 8TZ

Platinum sponsor

The event is designed to offer delegates a comprehensive and advanced introduction to smart beta and provide a forum for industry participants to discuss and critique the various approaches to smart beta investing. The event also offers an opportunity for delegates to hear directly from leading product providers, including the world’s foremost smart beta ETF issuers and index providers, and learn about the various smart beta solutions that are available on the market today. The event will be composed of a series of informative presentations, expert panel sessions and networking breaks.

Target audience
The conference is aimed at investment professionals within portfolio management, asset allocation and fund selection, including representatives from pension funds, investment consultancies, hedge funds, discretionary fund managers, fund of funds and multi-managers, private banks, family offices, private client wealth managers, fund research houses and IFAs. A select number of journalists and academics will also be admitted.

Agenda topics
The exact agenda will be announced shortly. Topics will include:

  • Introduction to smart beta (e.g. definitions, asset flows and projections)
  • Implementation of smart beta (e.g. structures, uses, benchmarking and portfolio construction)
  • Income-based approaches (e.g. high income and dividend-weighted strategies)
  • Risk-based approaches (e.g. low volatility, minimum variance and risk-controlled strategies)
  • Diversification-based approaches (e.g. equal weight, equal risk contribution and maximum diversification strategies)
  • Factor-based approaches (e.g. single factor and multi-factor strategies)
  • Systematic and thematic approaches (e.g. quantitative alpha, option-incorporated, stock buyback, sector rotation and geographic exposure strategies)
  • Smart beta for commodities (e.g.  enhanced futures, dynamic trading and risk-weighted/controlled strategies)
  • Smart beta for fixed income (e.g. alternatively weighted strategies, such as GDP, credit quality and default probability)

Tom Fekete, Head of Product, EMEA, iShares
Jason Ekaireb, Head of Global Fund Products and Systematic Trading Strategies, Securities Division, Goldman Sachs
Dimitris Melas, Managing Director and Global Head of New Product Research, MSCI
Sudir Raju, Managing Director, ETP Relationships, EMEA, FTSE Group
Caroline Baron, Head of ETF Distribution, UK, PowerShares
Christopher Gannatti, Associate Director of Research, WisdomTree
Andrew Clare, Professor of Asset Management, Cass Business School
Stephen Thomas, Professor of Finance, Cass Business School
Deborah Fuhr, Founder and Managing Partner, ETFGI

Goldman Sachs
Invesco PowerShares
WisdomTree Europe

(Additional speakers and sponsors to be unveiled. Admission is free.)

To secure your delegate pass, please register now.