Event Agenda

1:00pm -

Registration & Networking


Welcome Remarks

Douglas Yones, Head of Exchange Traded Products, NYSE

1:40pm -

A Deeper Understanding of the Precidian Activeshares® Model

  • Reginald Browne, Head of ETF Market Making, GTS-Mischler
  • Daniel McCabe, Chief Executive Officer, Precidian Investments, Precidian Investments
  • Edward Rosenberg, Senior Vice President, Head of Exchange Traded Funds, American Century
  • Stewart Thomas, Founding Principal, Precidian Investments
2:20pm -

Demystifying Proposed Non-Transparent Active ETFs Product Structures

  • Thomas Champion, Director, Exchange Traded Products, NYSE
  • Nick Elward, Senior Vice President, Natixis Investment Managers - US Distribution
  • David Geonetta, CFA, Vice President, ETF Management & Strategy, Fidelity Investments
  • Scott Livingston, Vice President, T. Rowe Price Associates, Inc.
  • Terry Norman, Founder, Blue Tractor Group, LLC

Moderated by: Douglas Yones, Head of Exchange Traded Products, NYSE


Networking Break

3:15pm -

Nuts and Bolts: Mechanics of Managing Non-Transparent ETFs

  • Mike Castino, Senior Vice President, U.S. Bancorp Fund Services
  • Frank Koudelka, Global ETF Product Specialist, State Street
  • Vivian Tung, Senior Vice President, Brown Brothers Harriman

Moderated by: Joseph Higgins, Senior Director, Client Development, Foreside

4:00pm -

The Future is Now: The ICE ETF Hub

Peter Borstelmann, Head of ICE ETF Hub, ICE Data Services

4:15pm -

Now What: How to Succeed After Taking the Leap

  • Joseph Keenan, Senior Vice President - AMS Enterprise Sales, SS&C
  • Tom Lydon, Co-Chief Executive Officer, ETFtrends.com and ETFdb.com
  • Jeff McCarthy, Chief Executive Officer of Exchange Traded Funds, BNY Mellon
  • Clare Saperstein, Associate General Counsel, Intercontinental Exchange
  • Peter Shea, Partner, K & L Gates

Moderated by: Scott Szever, Director, Exchange Traded Products, NYSE


Closing Remarks & Cocktail Reception

**Subject to change



Freedom Hall, 7th Floor
New York Stock Exchange

11 Wall St.
New York, New York 10005

(Please enter at 2 Broad St. on the corner of Wall and Broad St.)


Tuesday, October 22, 2019


1:00 PM - 6:00 PM

Register Now