Global Indexing & ETFs
Dana Point, CA
June 19 - 21, 2019


The industry’s longest-running indexing and ETF event, Global Indexing and ETFs 2019, returns to the Monarch Beach Resort in Dana Point, CA, on June 19-21. Not only will this year’s event feature the first-ever track dedicated to ESG-focused content, but it will also highlight the accelerating shift toward purposeful capitalism.

After a thought-provoking 2018 program—which featured speakers including Joe Davis (Vanguard), Ken Fisher (Fisher Investments), Gerard O'Reilly (Dimensional Fund Advisors), Joanna Gallegos (J.P. Morgan Asset Management), and Jerome Schneider (PIMCO)—this year’s conference will once again serve a cross-section of industry practitioners and offer a fresh take on the most pressing issues facing the asset management space. The 2019 program will feature comprehensive coverage on topics including fixed-income ETFs, systemic risk considerations of ETFs, volatility’s role in portfolio construction, China’s impact on global investment opportunities, Brexit’s uncertain future, rising interest rates, new technologies and tactics for financial advisors, and much more.

New to Global Indexing & ETFs 2019 is the addition of a track focused solely on ESG indexing and ETFs. Growth in this space has taken off in the past year. Each of the top 20 ETF issuers launched ESG-focused products in 2018, triggering a 35% rise in asset inflows and suggesting that demand is only likely to continue as 2019 unfolds. At the same time, the number of ESG-aware indexes grew by 60% year-over-year through June. All of this momentum has caught the attention of institutional investors worldwide. View more details here.

We look forward to hosting the industry’s longest-running indexing and ETF event once again in California this June.

Who Should Attend
  • Index Providers
  • ETF Issuers
  • Asset Managers
  • Public & Corporate Pension Plans
  • Retail Investment Advisors
  • Endowments
  • Foundations
  • Sovereign Funds
  • Family Offices
  • High Net Worth Individuals
  • Hedge Fund Managers
  • Regulators
  • Traders
  • Investment Consultants
  • Investment Analysts
  • Financial Advisors
  • Planners
  • Brokers
  • Technology Solutions Providers
  • Insurance Companies
  • Private Banks
  • Venture Capitalists
  • Liquidity Providers
  • Academics

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My Agenda

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    Wednesday, June 19th, 2019

      Capitalism with a Cause

      • An increasingly chaotic geopolitical and economic system has called into question the nature of capitalism. Today, corporations worldwide are being held at an ever-higher standard by their stakeholders. The call for companies to be environmental stewards, deliver social value, and demonstrate ethical and transparent governance has never been more resonant, and a new generation of investors and employees is demanding that corporations act with purpose. Earlier this year, Larry Fink, CEO of the world’s largest asset manager BlackRock, urged fellow chief executives to take a long-term approach to growth and profitability. This keynote address will explain how business leaders can embrace an unprecedented opportunity: the potential to be a force for good.

      Women in ETFs

      • The pioneering women’s group for the ETF industry furthers the career goals of its more than 4,400 members globally through education, networking and philanthropy. Women in ETFs Managing Partner & Co-Founder Deborah Fuhr will head up this closed-door session.

      A New Look for Indexing

        • What are the latest innovations in indexing, and how are indices being launched?
        • How are AI and machine learning accelerating the evolution of indexing?
        • What trends are driving flows and investor demand?
        • How is a new crop of investors impacting the global indexing space?
        • Which new methods are portfolio managers using to manage risk?
        • How is global market exposure affecting index performance?
        • What are the ramifications of the new communications services sector?
        • How are indices being used to measure related risk in companies?
        • Market vs. reverse-cap weighting: Is cap weighting still optimal? How does the reverse-cap method work beyond a momentum cycle?
        • What are methods for perfecting a multifactor model?

      Is the ETF Industry Getting Too Big To Fail?

        • Amid robust growth, is the ETF sector positioned to weather a downshift?
        • Where are ETF investors taking risks to get higher yields on a global scale?
        • What trends underlie the future growth of the ETF industry? Where are flows headed, and where might they pull back?
        • What headwinds are on the horizon?

      Global Economic Outlook

        • What does data tell us about global economic growth?
        • What might a no-deal Brexit mean for the global indexing and ETF industries?
        • What are the most prominent geopolitical risks on the horizon, and how are they impacting investment decisions?
        • Is volatility going to become more severe as the record-long cycle continues?
        • How will U.S.-China trade tensions impact commodity ETFs?
        • What are the risks that headlines aren’t reporting? How do risks differ across global markets?
        • What are the top global capital markets trends, and what does mounting global debt mean for indexing and ETFs?

      Investing for 2025

        • Which trends are transforming the global investing landscape?
        • Will artificial intelligence and FinTech continue to play a growing role?
        • What do rising interest rates mean for the investment set?
        • What are the top geopolitical risks to global markets right now?
        • How are investors approaching late-cycle opportunities?

      To Market, To Market: New ETF Launches

        • Do no-fee ETFs have the potential to unseat index fund giants?
        • The industry is moving toward packaged solutions for a wide range of investors. How do these products work when partnering with other firms, such as pension firms or consultants?
        • As a provider, how do you think about partnering with firms that have expertise in asset classes that you’d like to harness and offer? Or is that something that you try to do in-house?
        • What are the trademarks of successful new ETFs in an increasingly competitive market?
        • How are new funds being marketed, and to which segments of investors?
        • How are ETF investor sentiments changing?
        • Which ETF strategies are experiencing the most growth?
        • What are the latest trends among no-fee ETFs?
        • Which niche ETFs have become more popular among investors?
        • Have your 2019 predictions come true?
        • Is growth likely to keep up in a prolonged bull market? How are ETFs expected to perform in a downcycle?

      What Institutional Asset Owners Want

        • How are institutional asset owners approaching global investment decisions?
        • What products are institutional investors gravitating toward?
        • What benefits do small funds offer institutional investors?
        • How are active managers building portfolios to suit the preferences of institutional investors?
        • What is driving the increase in fund flows by institutional investors? Is this momentum likely to keep up?
        • How do institutional investors use indexing and ETFs?
        • What are the top considerations of pension CIOs?

      Endowment & Foundation Managers

        • What are endowment managers’ market expectations for the rest of the year and 2020?
        • What types of alternative investments are helping diversify endowment portfolios?
        • What allocation restrictions do portfolio managers face?
        • Which ETFs should smaller foundations consider?

      From Investment Managers to Financial Fiduciaries: A Women’s Forum

      • Women in financial advisor leadership roles detail their approaches to guiding clients’ investment decisions, as well as the paths that companies should take to strike a gender balance among financial advisors.
        • Amid a historically large global wealth transfer, how will the views of younger investors impact demand for female financial advisors?
        • How are mergers within the financial advice industry impacting employment prospects for women? 
        • More financial advisors are embracing the fiduciary role. What opportunities does this create for women seeking leadership roles in the financial advice field?

      The Fee Pressure Is On

      • Advisors are grappling with fee compression amid competition from less costly robo-advisors and active-passive hybrids.
        • How are advisors expanding their services in an increasingly competitive environment?
        • What additional services should they offer, and at what cost?
        • What should advisors do to protect their practices from fee pressure?
        • Which tech-enabled solutions are advisors using to engage new customers?
        • Which alternative fee methods are advisors adopting, such as subscription-based, hourly, flat-fee and retainer models?

      Volatility and the Evolution of Active ETFs

      • Market volatility is putting a damper on asset growth, moving more managers to focus on active strategies.
        • How are they using active strategies to create successful portfolios? What types of allocation models are most effective?
        • How resilient are risk-based strategies in a market downturn?
        • How will equity market performance impact strategic beta ETFs?
        • Will actively managed ETFs, despite their higher fees, encroach on passive ETFs’ market share if volatility continues?
        • What should advisors consider when constructing tactical portfolios?

      Building Bond ETF Ladders in a Rising-Rate Environment

      • Despite growing investor demand for bond ETFs, financial advisors have been slow to adopt them.
        • What’s behind the increased caution?
        • How are some advisors using these instruments to build bond ladders?
        • What’s the outlook for credit investing in a rising-rate environment?
        • How will trade tensions impact the market for bond ETFs?
        • What’s driving more investors toward bond ETFs, how should advisors answer those needs?

      The Rise of Fixed-Income Indices and ETFs

      • Fixed-income indices and ETFs are getting more attention as passive investing grows more prevalent and market volatility intensifies.
        • What are the methodologies used to create fixed-income indices and ETFs?
        • How is liquidity in the bond market being affected?
        • How is the composition of these markets changing?
        • What’s the outlook for actively managed fixed-income ETFs?

      Marketing to Young Investors

      • A new crop of investors is coming of age, and their preferences and values will have a major impact on the global investment landscape.
        • What do advisors need to do to better understand and attract a younger investor base?
        • How can advisors take advantage of the largest wealth transfer in history cater to the 25- to 40-year old cohort?
        • What channels are financial advisors using to market products to younger investors?
        • Which investment strategies resonate most with the values of Millennials and Generation Z?
        • Do inclusion and diversity ETFs offer an opportunity to engage younger investors? How are those funds performing?

      Building Smarter Portfolios with Machine Learning

        • How are managers using machine learning in portfolio construction?
        • What are some of the more unconventional data sources for identifying companies’ thematic exposure?
        • What are the latest innovations in data aggregation?
        • What are the challenges, lessons learned, and outlook for newly launched machine learning ETFs?
        • What is the role of natural language processing in portfolio and index construction?
        • What are the pros and cons of sector tilting vs. concentration investing in portfolio construction?

      Back to the Future: The Next Iteration of Smart Beta

      • The term “smart beta” has been applied to so many strategies that the term is essentially meaningless.  What does this suggest for the future evolution of quantitative strategies?
        • What was the original meaning of “smart beta,” and is it truly “smart”?
        • What strategies qualify for that definition, and what strategies don’t?
        • Is smart beta a free lunch, or compensation for taking on more risk?  Does it even work?
        • Is too much capital chasing factor investing?  Does factor investing even work?
        • The line between active and passive strategies is becoming increasingly blurred. How will this play out?
        • Where do active smart-beta strategies fit in to portfolio construction?
        • Now that the price war in ETFs and passive investing has delivered zero fees, where to from here?
        • What are the most interesting lines of research, these days, and how will they show up in future funds?

      ETF Capital Markets Outlook

        • What impact do ETF capital market trends have on ETF issuers?
        • What is required to bring a liquid, investable product to market?
        • How are market-makers positioning themselves to continue participating in the ETF ecosystem?
        • What’s changing around providing liquidity for existing ETFs and developing new ETFs?
        • How are regulatory shifts impacting exchange rules and operating models for market-makers?

      Mainland China & Emerging Markets

        • What is the contagion risk of the trade war with China to the entire emerging market economy?
        • What will the inclusion of A-shares into indices mean for emerging markets?
        • Will further tariffs and ongoing trade relations between the U.S. and China create opportunities in other emerging markets?
        • Will lower fees for Chinese ETFs drum up demand?

      Thematic ETFs—What Makes Them Work?

        • How are broad- and narrow-themed ETFs performing?
        • What does the consolidation of the cybersecurity industry mean for ETFs targeting the sector?
        • Are thematic ETFs a passing fad, or do they have the capacity to endure a downshift?
        • Which new launches are drawing strong investor demand?
        • Who is investing in thematic ETFs? Which segments of the investor market are targeting which themes?
        • Which companies have seen material benefits from implementing ESG policies?
        • What is the outlook for disruptive tech-focused ETFs, such as those focused on robotics & AI?
        • What are the risks and rewards of cannabis legalization ETFs?
        • Which trends are driving demand for clean energy, low carbon and natural gas ETFs?
        • What are some examples of successful implementations of thematic ETFs?

      Investing Off the Beaten Path: Alternative ETFs, Blockchain and Cryptocurrency

        • How do investors view the relative safety of alternative ETFs? What about dividend ETFs? Is their stability and growth likely to continue in 2019, and beyond?
        • How are advisors familiarizing themselves and their clients with blockchain ETFs? What risks do clients find the most concerning?
        • What approaches are clients most interested in when it comes to investing in alternative ETFs?
        • Directing investing vs. ETFs: what’s the best route for investing in blockchain companies?
        • Which alternative sectors are delivering the strongest returns?
        • When can we expect to see a bitcoin ETF launch? How do global investors view the sector’s long-term performance?

      Global Trends in ESG ETFs

        • How does implementation vary in different countries?
        • How does ESG adoption differ around the world?
        • What’s driving investment decisions across global markets?
        • How have we arrived at this point in the evolution of ESG? What’s next for ESG?
        • ESG in a downturn: will the movement be resilient?

      Sustainable Investing: The Role of ESG Indexing and ETFs

        • How do ESG indices affect long-term portfolio performance?
        • Evolution of ESG ratings: how do methodologies differ?
        • Balancing financial and sustainable goals: how do ESG indices compare to their parent indices?
        • Overcoming challenges with structure and standardization, constituent selection and weighting
        • Targeting the right investor segments to market impact investing

      Shifting to an ESG-Tilted Exposure

        • Striking agreement on definition of ESG
        • Measuring the impact of impact investing
        • Finding the right index construction methodology
        • Understanding exposure to active risk

      The Value of Human Capital

        • New methods for measuring value of human capital
        • Examples of companies that have achieved positive financial results from human capital investment
        • Rise in thematic ETFs focused on human capital
        • Communicating value of human capital to stakeholders

      Reaping Rewards of ESG Adoption

        • Working ESG strategies into client investment policy statements
        • What is the return potential of ESG products?
        • How does ESG criteria impact investment performance?
        • What are top considerations when incorporating ESG factors into client portfolios, especially related to cost control and time management?
        • How should advisors educate clients about ESG products, and how can asset managers can help?
        • Millennials are leading a shift toward more purpose-driven investing. What opportunities are they targeting, and what does that mean for advisors?
        • What are best practices for aligning the goals of asset managers and their distribution partners, such as RIAs, broker-dealers, and home offices?
        • What are success stories of ESG-aware advisors?

      The Advisor of the Future

      • Join Riskalyze for an engaging session on how the advisor of the future sets better expectations with clients and makes investment decisions through the lens of a risk-first approach.

      Global Equity Outlook

      • Join Borealis Global Advisory for an engaging presentation on how advisors, using a simple back-of-the-envelope computation, can set return expectations from individual countries for buy-and-hold clients and make investment decisions through an unconventional application of a market valuation measurement.



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  • Financial Advisor - Super Early Bird - $395
  • Financial Advisor - Early Bird - $695
  • Financial Advisor - Standard - $995
  • Super Early Bird Registration - $1,995
  • Early Bird Registration - $2,195
  • Standard Registration - $2,395

Advisory Board


Contact Us


  • Conference Venue
  • Monarch Beach Resort

    1 Monarch Beach Resort
    Dana Point, CA, 92629

    Additional Info:

    Please use the link above to make a reservation in our group room block, pending availability, until our cutoff date of Wednesday, May 15th.  A one (1) night room and tax deposit is required at time of booking. Cancellation is 30 days prior to arrival and any cancellation within 30 days will forfeit the aforementioned deposit and is non-refundable.

1120 Avenue of the Americas, 6th Floor, New York, NY 10036
Tel: +1(212)901-0506 Fax: +1(212)768-2484

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