Welcome

Douglas Yones ChFC®, Head of Exchange Traded Products, NYSE

What Advisors are Thinking: The Changing Face of ETF Distribution

Dave Nadig, Chief Investment Officer & Director of Research, ETF Trends

Tom Lydon, CEO, ETF Trends & ETF Database

ETF Distribution: Navigating the Gatekeepers

Brooks Friederich, Director of Research Strategy, Envestnet, Inc.

Mustafa Osman, Executive Director, ETP & UIT Product Manager, Fund Investment Solutions, UBS Financials Services Inc.

James Simpson, Founder and President, ETP Resources, LLC

Moderated by: Jillian DelSignore, Managing Director, Head of ETF's & Indexing, FLX Distribution

Break

ICE Technologies: Connecting Your ETF Business

Lynn Martin, President of Fixed Income & Data Services, ICE

ICE ETF Hub: Evolving ETF Primary Market Trading

Peter Borstelmann, President, ICE Bonds

ICE INDICES: Developing Solutions for the Next Wave of Growth

Philip Galdi, Vice President of Indices, ICE

Break

DUAL TRACK: Defining ESG for ETFs

Choose your track:

TRACK 1: ICE Technologies: Your ESG Data Powerhouse

James Brooks, Chief Operating Officer, ICE Data Services

John Gidman, Chief Operating Officer, Loomis, Sayles & Company

Steve Byrne, Ph.D., CFA, BofA US Chemicals Equity Research, BofA Securities, Inc.

Moderated by: Brookly McLaughlin, Vice President, Corporate Affairs and Sustainability, ICE

TRACK 2: ESG ETFs: Best Practices for Building an ESG Franchise

Bill Donahue, U.S. ETF Managing Director, PwC

Allison Fumai, Partner, Dechert LLP

Moderated by: Lara Crigger, Managing Editor, ETF Trends & ETF Database

DUAL TRACK: The New Option for Active

Choose your track:

TRACK 1: Semi - Transparent ETF Models: How They Work

Gregory Friedman, Head of ETF Management & Strategy, Fidelity Investments

Simon Goulet, Co-Founder, Blue Tractor Group, LLC.

Paul Kuhnle, Founding Principal, Precidian Investments

Mo Sparks, Director, Exchange Traded Products, NYSE

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

Nicholas Elward, SVP, Head of Business Development & ETFs, Natixis

Scott Livingston, CFA, Global Head of Exchange Traded Products, T. Rowe Price

Christopher Marangi, Co-Chief Investment Officer, Value, Gabelli Funds

Moderated by: Frank Koudelka, SVP & Global ETF Product Specialist, State Street Global Services

DUAL TRACK: The Future is Today

Choose your track:

TRACK 1: Mutual Fund Conversions: The Better Entry Point?

Jim Atkinson, CEO, Guinness Atkinson Asset Management

Edward Baer, Counsel, Ropes & Gray LLP

Ryan Sullivan, SVP, Head of U.S. ETF Services, BBH

Moderated by: Peter Shea, Partner, K&L Gates

Matthew Fasman, Head of ETF Trading, Virtu

Ben Slavin, Global Head of ETFs for Asset Servicing, BNY Mellon

Adam White, President, Bakkt

Moderated by: Morrison Warren, Partner, Chapman & Cutler LLP

Closing Remarks

Douglas Yones ChFC®, Head of Exchange Traded Products, NYSE