ETFGI reports that assets invested in the actively managed ETFs listed globally reached a new record of US$1.73 trillion at the end of September

Register now to attend our 6th Annual ETFGI Global ETFs Insights Summit – United States, taking place on Wednesday, November 5 in New York City at The Yale Club, New York.

The summit is designed as an educational event to foster deep, insightful discussions on the use, due diligence and selection and best trading practices for ETFs by financial advisors and institutional investors in the United States. Explore how regulatory changes are impacting product development including ETF and mutual fund share classes, Active ETFs, conversions Crypto, digital assets and tokenisation and market structure.

🎟️ Don’t miss this opportunity to explore key trends and network with industry leaders driving the future of ETFs. Register now to join us!

🗓️ AGENDA 2025 from 8:30 AM – 6:30 PM all times are ET
📍Nov 5th – The Yale Club, 50 Vanderbilt Ave, New York, NY 10017

8:30 AM – 9:20 AM Registration and Networking in Exhibit Area

9:20 AM – 9:30 AM Welcoming Remarks 
Deborah Fuhr, Managing Partner, Founder, ETFGI

9:30 AM – 10:00 AM Trends in the ETF Industry from ETFGI Research  
Deborah Fuhr, Managing Partner, Founder, ETFGI

10:00 AM – 10:25 AM Global Macro Outlook 
Kristina Hooper, Chief Market Strategist, Man Group
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

10:25 AM – 10:45 AM Fireside Chat – Regulatory Update
Trace Rakestraw, Senior Special Counsel, U.S. Securities and Exchange Commission
Richard Vagnoni, Senior Economist, FINRA
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

10:45 AM – 11:05 AM Networking Coffee Break

11:05 AM –11:35 AM Innovation, Growth, and Changing Demographics: The ETF Story in the U.S.
Anthony Giordano, Head of ETF Markets Oversight, State Street Investment Management 
Paul Schroeder, QQQ Equity Product Strategist, Invesco
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

11:35 AM – 12:05 PM The Rise of Active ETFs in the US 
Thomas Bonville, Managing Director, Head of Derivative Sales, Clear Street
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

12:05 PM – 12:35 PM Are Index ETFs Still Relevant?
Alex Poukchanski, Director, Index Analytics, CRSP 
Kirsten Wegner, Chief Executive Officer, Index Industry Association (IIA)
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

12:35 PM – 1:20 PM Networking Lunch

1:20 PM – 1:50 PM The Rise of Alternative Strategies in the ETF Wrapper
David Pennella, Managing Director, GTS 
Cullen Rogers, CIO, Wedbush Fund Advisers
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

1:50 PM – 2:20 PM How Investors Are Selecting and Using ETFs
Eric Biegeleisen, CFA, Partner, Deputy CIO, 3EDGE Asset Management 
Leah J. Miller, Vice President, Model Portfolio Strategy, BlackRock 
Kim Tilley, Managing Director, Head of Investment Solutions, Lazard Asset Management
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

2:20 PM – 2:50 PM Structuring Success: ETF & Mutual Fund Share Classes, Section 351 Exchanges, Section 721 Exchange Funds
Barry Pershkow, Partner, Chapman and Cutler LLP 
Stacy Fuller, Partner, K&L Gates
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

2:50 PM – 3:10 PM Networking Coffee Break

3:10 PM – 3:40 PM ETF Share Classes: A Practical Guide to Launch 
Kip Meadows, Founder & CEO, Nottingham/ ETF Lighthouse
Jeffrey Sardinha, Senior Vice President – Head of ETF Solutions- Americas, State Street
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

3:40 PM – 4:20 PM Crypto, Digital Assets and Tokenization: Landscape and Outlook 
Anton Kozlov, Investment Strategist, 21shares
Raline Sexton, Director Digital Asset Business Strategy, MarketVector Indexes
Peter J. Shea, Partner, Seward & Kissel LLP
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

4:20 PM – 4:50 PM How to Successfully Launch an ETF in Europe
Tara O’Reilly, Partner and Co-Head Asset Management and Investment Funds, Arthur Cox 
Paddy Walsh, Head of Commercial, Ireland, CACEIS
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

4:50 PM – 5:20 PM Managing Your Career in the ETF Industry – in Partnership with Women in ETFs 
Amrita Nandakumar, President, Vident Asset Management
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

5:20 PM – 5:25 PM Closing Remarks 
Deborah Fuhr, Managing Partner, Founder, ETFGI

5:30 PM – 6:30 PM Networking Drinks Sponsored by Waystone