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4th Annual World Series of ETFs & Investment Management - May 22, 2013 - Boston, MA
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Agenda Last Updated On: Wednesday, March 12, 2014
Day One: Wednesday, May 22, 2013
7:30am Registration for Closed Door Breakfast Attendees

7:50am - 8:50am Closed-Door Institutional Investor & RIA Breakfast Workshop - The Anatomy of ETPs: Understanding the Nuances Between Products and their Pros and Cons for Investors Today

8:20am Registration for All Conference Attendees and Continental Breakfast

8:55am Welcome Remarks from IMN
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9:00am Keynote Session: Looking for Opportunities in a Low Return Environment
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9:30am ETP Market Update & Outlook
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10:20am Networking Refreshment Break

10:50am Investment Executive Panel: Innovation in Indexing & ETP Strategies to Maximize Returns in the Current Low Rate Environment
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11:40am A Practical Application: Portfolio Construction to Weather the Different Economic/Market Scenarios
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12:30pm From Low to High Exposure: Examining How Different Approaches to Volatility Management are Faring, Where ETPs Fit in and What We Can Learn
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1:20pm Lunch

Concurrent Sessions: Choose ‘A’ or ‘B’

2:20pm Track A: Actively Managed ETFs: The Latest on the ‘How, What & Why’
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2:20pm Track B: Re-Tuning Strategy for the ‘New Normal’: Reassessing Fixed Income Investing & the Role of ETPs
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3:10pm Track A: Alternatives ETP Strategies & Their Place in the Investor’s Portfolio
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3:10pm Track B: China, Emerging & Frontier Markets: Are They Worth the Hype? How Do ETPs Compare with Other Investment Vehicles for Exploiting Growth in these Markets?
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4:00pm Afternoon Networking Refreshment Break

All Attendees Reconvene for Closing General Sessions

4:15pm Keynote Presentation: The Impact of Population Aging in the Investment Management Industry
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4:40pm Best Practices in RIA Practice Management: Building Value; Driving Growth; Creating Efficiency
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5:30pm Networking Reception

6:30pm IMN’s 4th Annual World Series of ETFs & Investment Management Concludes


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