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- With 2020 looming large in the public’s mind, what trends and opportunities should investors begin preparing for?
- How will female lead businesses change the investing landscape? Will the industry be more socially conscious?
- How will AI & FinTech continue to make reverberations? How will that change the investment set?
- What opportunities are available now, that people should jump into?
- 2017 was a tremendous year (yet again) for new product offerings, 2018 has been a good year as well. In this session we explore several of the most exciting new launches.
- What does it take to successfully launch a new ETF in this market? Is competition blindingly fierce? Are investors picky? Or do you just need good marketing?
- Which strategies & styles have seen the most growth?
- How should 2018 shape up in comparison to 2017?
- Looking beyond BRICS: Which markets are hot and worth the risk? How to effectively understand local markets, which sectors to avoid?
- Have the BRICS graduated to developed markets? Will China’s new leadership direction be deleterious to the markets? How will trump’s tariffs impact EM?
- Which type of product generates the most gains? ETF? ETN? Is consumer discretionary still the driving force in EM? Are tech stocks the true story?
- Hot new product launches: taking a look at the most successful new EM ETF launches.
In 2018, we’re seeing advisors:
- Make decisions based on data, not on their gut.
- Rise further above the trading layer and into the fiduciary layer.
- Democratize advice by shifting seamlessly between “scale” and “surgeon.”
- As the industry grows and gains ever more assets, new managers, new products and new leaps in technology enter the market at a rapid pace. We ask ourselves—what will the next wave of investments and investors look like?
- How portfolios driven by the needs of baby boomers will look relative to the portfolios of Millennials or Gen Z?
- Where will fund flows come from? Will the developing world be a bigger player?
- What are your predictions?
- A modern index is one which is actionable and useful for asset allocation. We explore how modern indexes are deployed and what new innovations are under the hood.
- How do portfolio managers utilize indices and ETFs to address dynamic opportunities or to manage risk
- The landscape of indexing keeps evolving with regard to new ideas, changing costs, and market performance. How can CIOs develop processes to evaluate best fiduciary value as these conditions change?
- How will AI & machine learning created more targeted, nimbler index product? Where are the flows and investor appetite coming from?
- Smart Beta has had a meteoric rise in recognition, acceptance and allocation, we explore what went into making that success and what other strategies and styles can learn from it.
- What’s in a name? Have we moved past the attempt to find another appellation for smart beta?
- How have advanced technological innovations contributed to smart beta’s alpha production capabilities?
- Is there a new “next” smart beta waiting in the wings?
- Under the new tax plan, College Endowments are facing a steep tax hike, coupled with the ever increasing need to generate alpha—how do todays portfolio management teams keep competitive and drive returns?
- With fee pressure in mind—how can ETFs, Indexes and Smart Beta products build a low cost core?
- How is technology fitting into your operations? What processes have you augmented with new tech?
- Where are you allocating to? Where can you not allocate to? What’s on your wish list?
TRACK A: EBI: Smarter Investing, Smarter Business
Join us for a series of dedication sessions focusing on in-depth practice management and organizational governance. These sessions contain actionable intelligence for professionals who not only want to keep up with the latest trends in markets and products, but also with the changing environment for growing and scaling a firm.
- With predictive analytics and other advance AI becoming more and more a part of how money is managed—we ask how will these technologies heighten and sharpen the advice that advisors can give clients?
- How will the client/advisor relationship change? Will trust become deeper as advice becomes more data driven and easier to test and explain?
- Will new technology create opportunities for advisors to establish themselves as experts in tech and finance?
- How have you rolled out new tech in your practice?
- The best coaches and players in football relentlessly study their opponents, advisors should do the same thing! This session examines the best way to study and then emulate the competition.
- Sometimes an advisor has to play catch up with their competitors, this isn’t always a bad thing—what are the best ways to adopt and adapt an existing strategy while putting your own spin on it?
- What is your strategy to stay one step ahead? Is it always best to be first to market?
- When is it ok to follow the beat of your own drum?
This session is proud to host advisors that are consistently placed in Barron’s and FT’s top advisors rankings. Join us as they walk the audience through the following topics (and much more!):
- How did you get here? Who gave you your start? What would you like to tell to your younger self?
- How do you continuously improve on your game? What tips can you share? Do you have a continuous self-development plan?
- What sort technology do you utilize in your practice? How do you train up younger staff? How do you gain new clients while deepening existing relationships?
- What is/was your biggest challenge? What is your outlook moving forward?
TRACK B: Industry Outlook & Opportunities
- Should the record breaking inflows force the ETF industry to take a pause to consider—how big is too big and are ETFs at risk of becoming systemically dangerous?
- Is this a FOMO market? How much money in the market is professional v amateur?
- Has the market systematically been restructured to withstand a crash? With the amount of AUM at play—is a bear market even a possibility?
- What is the case for continued growth? Conversely, is there even a doubt that the market will continue to grow? What is underpinning this?
- With rates set to rise at least four times this year, how will the bond market shift and change? Will this be a good or year for debt? How will ETFs and ETNs react?
- What will the Fed’s new polices be? How do they avoid a securities dump? Will treasuries be the new hot thing? What is the best case/worst case scenario?
- How can credit investors play this new market? Will a little bit of vol spice things up? Will rates rise indefinitely or will there be a cap? Which sectors will be impacted the hardest?
- How will frothy FAANG names impact credit? Will busted converts become appetizing? Opportunities for arb?
- How are you educating clients on this topic? Are they demanding exposure—or cautiously curious? What is your view? How are you educating yourself?
- Bitcoin investment trusts serve a similar purpose as BDC’s, it is only as matter of time before a Bitcoin ETF emerges—how are you currently investing in this area? Are your clients clamoring for ICO’s?
- Are Blockchain companies the better investment? Do you invest directly or via ETFs?
- Would you create an in house crypto wallet or exchange?
- What are today’s managers doing to increase the strength of their factor models? Is it all AI? Or does fundamental research still play a part?
- How many signals are needed? Can too many jam the frequency?
- Is data quality stronger than ever? Or have recent events proven that data is mostly noise?
- Which factors need not be included? Are any factors redundant?
TRACK C: Marketplace: Strategies & Tactics
- In the aftermath of a meltup—will volatility return to the market? Does this spell trouble for passive and quant? Will active managers get their moment in the sun?
- Harvesting the volatility risk premium and collecting premium with the selling of options
- After a decade of safe beat returns—do investors have an appetite for vol?
- How to profit from rising vol? How to protect from its downside? Has market structure changed so thoroughly that vol doesn’t really matter?
Alex Pire, CFA
Paul RT Johnson
Alex Pire, CFA
- Will a massive bull run sending flows into primarily large caps stocks, have smaller capitalized stocks been overlooked?
- Which sectors need to be re-thought? How much alpha is hiding in plain sight? Are industrials due for a second look?
- What dangers lurk in these underexplored corners of the market? What will happen in retail in the wake of Amazon?
- What is the product landscape like? Any buy recommendations?
- Looking beyond oil and gas—how can investors create a robust and diversified commodities portfolio?
- How has the smartphone market, and electric cars changed the commodity landscape? Will China always drive demand? Which quiet consumers are dark horse bets?
- What headwinds should investors be wary of? Which niche needs to be explored further? Will the US energy market continue to expand?
- How do things like crypto futures make the array of commodities more complex?
General Session Reconvenes
Come join us for a morning of calm, community, and collaboration, as renowned yoga instructor Dr. Christa Schwind takes us through an intentional and revitalizing yoga practice. Whether this is your first time trying yoga, or you plan to hold an inversion the entire hour, all ability levels are welcome! The event will take place on the Botanical Garden north lawn, and will utilize Sound Off™ headphone technology. These noise-isolating, LED headsets make amplified sound audible to each attendee while eliminating external distractions. This allows every attendee to have complete control over their experience. Yoga mats will be provided. Athletic wear is encouraged.
Hosted by ALPS and Women in ETFs
Questions: email firstname.lastname@example.org
Join conference co-hosts Ritholtz Wealth Management as they explore best practices for running your business, field questions from an audience of advisor peers and share insights, opinions and anecdotes.
- Clients are increasingly savvy, curious and vocal. How do you find new and interesting investment opportunities for them?
- What is your vetting process? What sort of screens do you utilize?
- What happens when a client is bullish on an investment idea—but it pushes the limits of suitability?
- What opportunities are you getting the most client questions about?
- There is no shortage of ESG themed products available for investors, with the majority of flows coming from institutional investors. When will Advisors adopt ESG products as a method of generating alpha?
- How large can the segment grow? Will the advent of better AI driven inclusive strategies remove any remaining bottlenecks?
- How will factor investing driven ESG/SRI products create wider acceptance?
- How new product launches: taking a look at the most successful new ESG/SRI launches.
- How to create scale, efficiency and repeatable processes: automating functions such as marketing, reporting and back offices, devising and following a marketing/PR plan and optimizing a sales process.
- What does the Rule of 15 mean in today’s Tech enabled world? What types of services do you need to offer your clients (and at no cost!)?
- How will M&A change the landscape? Are you looking to buy or be bought out? Will M&A spur or impede industry growth?
- What is your best advice for the audience—what three things do you wish to impart?
Track A EBI: Smarter Investing, Smarter Business
Join us for a series of dedicated sessions focusing on in-depth practice management and organizational governance. These sessions contain actionable intelligence for professionals who not only want to keep up with the latest trends in markets and products, but also with the changing environment for growing and scaling a firm.
- What is your FinTech bundle like? How many solutions do you use at present? Do you plan on allocating more to the budget?
- Getting the most out of your CRM-more to it than tracking leads! Keeping in touch with existing clients and turning nudges into referrals.
- Converting engagement into investment-do you have a strong social media plan? How many outreach functions are automated?
- Scale! Tech can let you run lean and run big—how are you optimizing? Do you use bots to do basic engagement?
- Dispelling myths: common misconceptions include fears about costs, technology and AUM—our panel helps shine a light on these topics.
- Differences between wirehouse and Independent RIA—more to it than take home pay! What support systems do both methods offer?
- Platform v Consultant—benefits and risks of both. How valuable can strategic alliances be when striking it solo? Can you spread yourself too thin by taking on too many assignments?
- Lessons from advisors who broke away and lived to tell the tale! Did you wait too long? Did you time it right? What would you do different?
Track B: Marketplace: Strategies & Tactics
- In the event of a market decline—tactical strategies can help preserve portfolio value. Which strategies work best?
- How can tactical strategies create truly non-correlated portfolios and drive success? Is all of this academic if liquidity dries up?
- What sort of portfolio allocation model is best? 70% 30%? 50% 50%? 40%30%20%? Do investors need a pre-set allocation model? Or should investors be fluid?
- What do you need to consider when building a tactical portfolio? Liquidity? Performance? Benchmarking? Repeatable?
- Which off-the-run investments offer the most upside for investors today? How are new products being introduced into the market? How long does it take to gain traction?
- Are there any liquidity traps in today’s market—or are things fairly liquid? What is the research and education process like? What are allocations like?
- Which products are investors allocating to? How much of their portfolios are being allocated?
- Which niche areas carry the most risk? In an increasingly volatility market—are investors risk on or de-risking?
General Session Reconvenes
Save sessions of interest, print for onsite use and insert to calendar for auto reminders.
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This Privacy Notice was updated on 23 May 2018
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Business or Asset Sale
If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.
If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.
Additional Third Party Disclosures
We may disclose your personal data to other third parties in the following situations:
- To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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