This two-day online summit is designed for investment management professionals in particular, Family Office, Investment Managers, Financial Advisors, Wealth Managers and Discretionary Asset Managers. Join the discussion and don’t miss out on the opportunity to have your questions answered by industry experts, visionaries and thought leaders!

Access is free, just select a track below and register for your preferred sessions.

November 14, 2018

ETFs continue their popularity: combined assets of the nation’s (US) exchange-traded funds (ETFs) were $3.61 trillion in July, according to...

November 15, 2018

Combined with the performance of the underlying assets and increasingly intelligent sophistication of the algorithms and quants who create them,...

Featured Presenters

William Rhind

Founder & CEO


Linda Zhang, PhD

CEO and Founder

Purview Investments

Mark Carver

ED and Head of Factor Index Products


Chris Buck

Head of Capital Markets & Sales

ROBO Global

Marlies Van Boven

Managing Director of Research & Analytics

FTSE Russell

Mo Haghbin

Head of Product for Beta Solutions


Greg Guerin

Senior Product Specialist

First Trust Global Portfolios

Bruno Taillardat

Global Head of Smart Beta & Factor Investing


Rick Taormina

Portfolio Manager

J.P. Morgan Asset Management

Morgane Delledonne

ETF Investment Strategist


Special thank you to our sponsors!



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