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Disclaimer: This event was held under the Chatham House Rule, participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed.
SEPTEMBER 14, 2022 (DAY 1)
VIRTUAL
1. Macro Investment Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Paul Jackson, Global Head of Asset Allocation Research, Invesco
2. How are Investors Using Thematic ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Morgane Delledonne, Head of Investment Strategy, Europe, Global X ETFs
Joy Yang, Global Head of Index Product Management, MarketVector Indexes GmbH
3. Moderated Discussion
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Catharine Dwyer, Senior Policy Advisor, Central Bank of Ireland
4. The Future of Equity ETFs: “Scalable, Sustainable – Super Cheap?”
Speaker: Dr. Valerio Schmitz-Esser, Managing Director & Head of Index Solutions, Credit Suisse Asset Management
5. Qatar - The Investment Opportunity
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Mohsin Mujtaba, Director, Product and Market Development, Qatar Stock Exchange
6. Trends in ESG Investing
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Anthony Harper, Head of Sustainable Finance, ETFs and Asset Managers, Euroclear
Andrea Semino, Senior Product Specialist, Credit Suisse Asset Management
Gareth Parker, Chief Indexing Officer & Head of Governance Services, Morningstar Indexes
7. Trends in Crypto – Digital Indices and Products
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Martin Leinweber, Digital Asset Product Strategist, MarketVector Indexes GmbH
Quynh Tran-Thanh, Product Manager, Chainalysis
8. How the ETF Industry in Israel is Evolving
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Adv. Offir Eyal, Director of International Affairs and Business Development Dep., Israel Securities Authority
9. How Institutions and Financial Advisors are Selecting and Using ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Mark Northway, Investment Manager, Sparrows Capital
Eamonn Prendergast, Director & Financial Adviser, Palantir Financial Planning
Weixu Yan, Investment Director, Close Brothers Asset Management
10. Industry Leaders Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Marie Dzanis, CEO, Northern Trust Global Investments Management
Hetal Patel, Senior Manager - Exchange Traded Products, Capital Markets, London Stock Exchange Group
Tobias Sproehnle, Head of Indexes, Europe, Morningstar Indexes
SEPTEMBER 15, 2022 (DAY 2)
VIRTUAL
11. Fireside Chat: How a Consolidated Tape Could Contribute to the Development of ETFs in the EU
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Tilman Lueder, Head of Securities Markets unit – DG FISMA, European Commission
12. Overview of the ETF Landscape in the United Arab Emirates
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Sherif Salem, CIO - Public Markets, Chimera Capital
Joseph El Am, General Manager – MENA, StashAway
13. Overview of the ETF Landscape in Qatar
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Todd Gibson, Partner, K&L Gates
Akber Khan, Senior Director – Asset Management, Al Rayan Investment
Mohsin Mujtaba, Director, Product and Market Development, Qatar Stock Exchange
Talal Samhouri, Portfolio Manager, Aventicum
14. Hot Regulatory Topics Impacting ETFs in the US and Europe
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP
Henrietta de Salis, Partner, Willkie Farr & Gallagher LLP
15. Regulatory Issues Impacting ETF Trading and Market Structure
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Gunjan Chauhan, Global Head of ETF Capital Markets & Strategic Partners SPDR ETF Business, State Street Global Advisors
Keshava Shastry, CFA, Global Head of Capital Markets, DWS Xtrackers
16. Overview of the ETF Landscape in Saudi Arabia
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Mark Makepeace, CEO, Wilshire
17. Trends in the ETF Industry in Europe and MEA
Speaker: Deborah Fuhr, Managing Partner, Founder, ETFGI
SEPTEMBER 16, 2022 (DAY 3)
VIRTUAL
18. Fireside Chat
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Martin Moloney, Secretary General, IOSCO
19. Overview of the ETF Landscape in South Africa
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Tobie van Heerden, CEO, 10X Investments
Michael Mgwaba, Head of Exchange Traded Products, Markets Absa CIB
Nerina Visser, ETF Strategist, etfSA Portfolio Management Company
20. Overview of the ETF Landscape in Africa
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Tiaan Bazuin, Chief Executive Officer, Namibian Stock Exchange
Kopano Bolokwe, Head of Product Development, Botswana Stock Exchange
Duma Mxenge, Business Development Manager, Satrix
Nerina Visser, ETF Strategist, etfSA Portfolio Management Company
21. Hot Topics Impacting Index Providers
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Rick Redding, CEO, Index Industry Association
John Davies, Non-Executive Director and Former Global Head of ETP’s, S&P Global
22. Women in ETFs – Managing Career Transitions
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Mandy Chiu, CFA, Head of Product, Tabula Investment Management
Olga de Tapia, Global Head of ETFs & Indexing Sales, HSBC Asset Management
23. Regulatory Consultations Impacting ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Stacy Fuller, Partner, K&L Gates
Brian Higgins, Partner, Dillon Eustace
