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Pre-Summit Focus Day – Investing in ETFs & Indexing Monday 11th October
Pre-Summit Focus Day – Investing in ETFs & Indexing Monday 11th October
8am Registration & refreshments9am Chairman’s opening remarks
CEO, IGS Hedge Fund Advisory
WHERE IS THE INDUSTRY HEADING? - ANALYSING
TRENDS IN ETF & INDEX INVESTING9.10am The investor perspective: how have ETFs transformed the
investment landscape and will the revolution continue?
- Now active management is beginning to return to favour, will growth in ETFs begin to slow?
- How have ETFs changed your investment decision making?
- Using ETFs for risk management & hedging
- Case study: SCM Private
9.40am Investor panel debate: outlining the different investor
applications of ETFs – why use them over other delta 1
products?
- Tactical vs. Strategic Asset Allocation
- Portable Alpha strategies (Beta vs. Alpha portfolios)
- Enhanced Index Fund strategies through ETFs
- Assessing the benefits of ETFs for Tactical Asset Allocation implementation
- Using ETFs as the Transition asset portfolio
Chief Executive, Evercore Director, Head of ETF Trading & Advisory, UniCredit Corporate & Investment Banking Founder & Managing Director,, Treevest Capital Chief Investment Officer, Octopus Investments Managing Partner, AVANA Invest
10.20am Indexation – why ETFs are gaining ground
- Investor perspectives on the pros and cons of different approaches to gaining market exposure
- How and why the ETF industry should eventually integrate itself into existing wealth distribution channels
- Why ETFs and Index funds can co-exist in a world where the client moves from questioning 'whether' to 'how' to go passive
Head of ETF Sales, EMEA, HSBC Bank
11.20am Morning Refreshments11.40am An overview of the ETF market – what are the consequences
of ETF growth for investors?
- Industry update – what’s changed in 12 months?
- Understanding the new world of ETFs & ETNs
- How has the risk environment changed?
- How are exchange traded products evolving to address new markets?
- Is the new product rush a prelude to consolidation?
Global Head of ETF Research and Implementation Strategy, Blackrock
FINDING YOUR PERFECT ETF! - UNDERSTANDING VARIANCES
IN RISK & DIFFERENTIATING BETWEEN PRODUCTS12.10pm Panel debate: different ETFs = different risks – understanding the variances in risk between the different products
- Let’s get physical vs. the ETF swap shop – when is a synthetic ETF better than a fully replicated fund?
- “3rd generation” ETFs – a solution to the counterparty risk concern?
- Does tracking error depend on the index being tracked?
- Analysing ETF liquidity risk and the role of Market Participants
CEO, IGS Hedge Fund Advisory Chief Executive Officer, Schmidt Research Partners Head EasyETF Platform Development, BNP Paribas Asset Management
12.50pm Panel debate: with so much choice in the equities market,
what criteria do investors use to differentiate between funds?
- What is your decision making process when choosing an ETF?
- Analysing tracking error, liquidity and cost
- How important is the index?
- 2 managers tracking the same index – how will the results differ?
Chief Executive Officer, Hinder Asset Management Partner & Chief Investment Officer, Connectum Capital Management AS Senior Fund Manager, VERITAS INVESTMENT TRUST
1.30pm Networking Lunch hosted by Commerzbank2.30pm How to carry out due diligence on an ETF?
- Replication methodologies and associated risk
- How to compare ETFs on the same underlying index
- Where does added value come from?
Head EasyETF Platform Development, BNP Paribas Asset Management
PORTFOLIO CONSTRUCTION & ASSET ALLOCATION
USING ETFs3pm Investor case study: using ETFs to implement a dynamic
allocation strategy
- Why do investors use a core-satellite strategy?
- Implementing a core-satellite approach to investment
- What are the benefits of a core/satellite approach incorporating ETFs?
- Could using ETFs in a core-satellite strategy enable wealth managers and IFA’s to provide broad exposure in the satellite while staying active at the core?
Chief Investment Officer, Octopus Investments
3.30pm Examining the evolution of indices and index providers and
the value added by them
- Explaining the exponential growth in number of indices
- The need for further index concepts for the financial markets
- How innovation in index design adds value for investors
4pm Afternoon refreshments & networking4.30pm Investor case study: What role can ETFs play within an
actively managed portfolio?
- Using ETFs for quick and easy allocation changes
- Combining indexed and active investing
- Effectively budgeting risk
- ETFs as a rebalancing tool
- Do ETFs have a role to play in less efficient markets?
Chief Investment Officer, T Bailey Asset Management
5pm Investor case study: implementing global tactical asset
allocation (GTAA) using ETFs
- Why did you choose an ETF over other Delta 1 products?
- What do you look for from your ETF issuer?
- Working with your provider to create new products
- Why are ETFs appropriate tools for a GTAA mandate
Chief Executive Officer, Absolute Return Investment Advisors (ARIA)
5.30pm Chairman’s closing remarks
CEO, IGS Hedge Fund Advisory
5.50pm Networking Drinks Reception hosted by |
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