ETF Portfolios Conference – 30 April 2014 – London

ETF Strategy in partnership with the London Stock Exchange is hosting a conference dedicated to ETF portfolios to be held at the LSE’s Paternoster Square headquarters on Wednesday 30th April 2014.

Please register now to apply for tickets.

The conference, which will run from 8.25am to 2.15pm (with optional breakout sessions to 3.30pm), is specifically aimed at professional investors and will approach a range of topics from an ETF-centric perspective. The event will be accredited for CPD and will comprise a series of presentations, panel discussions and optional breakout sessions, along with networking opportunities.

Topics will include portfolio management and construction, strategies and models, platforms and distribution, with insight and advice from industry-leading ETF experts. The event is particularly suitable for DFMs, FoF managers, portfolio managers, wealth advisers and sophisticated IFAs.

An exciting line-up of sponsors, speakers and exhibitors has been assembled, including some of the biggest names in ETFs and ETF Managed Portfolios both here in Europe and in the US. They include ETF managed portfolio specialists F-Squared Investments, Dorsey Wright & Associates and Twenty20 Investments, ETF providers UBS, First Trust, ETF Securities, Boost, Deutsche Asset & Wealth Management and Source, and wealth management business Raymond James Investment Services.

Conference agenda:
08.25 – 08.55 Registration, Breakfast and Networking
08.55 – 09.00 Presentation Welcome, Introduction and Opening Remarks
Pietro Roletto, Head of Fixed Income, ETPs and Securitised Derivatives, London Stock Exchange Group
09.00 – 09.20 Presentation Separating equity from currency decisions
Florian Cisana, UBS ETF Sales UK & Ireland
09.20 – 09.40 Presentation How commodities can help meet the diversification challenge
Neil Jamieson, Head of UK & Ireland, ETF Securities
09.40 – 10.00 Presentation Building a better portfolio with ETFs
Eric Anderson, Portfolio Manager, First Trust
10.00 – 10.20 Presentation Macro trading strategies using short and leveraged ETPs
Viktor Nossek, Head of Research, Boost ETP
10.20 – 11.00 Panel Session Applications and uses of ETFs from a portfolio management perspective
Andrew Walsh, Head of UBS ETF Sales UK & Ireland; Neil Jamieson, Head of UK & Ireland at ETF Securities; Hector McNeil, Co-CEO of Boost ETP; Kai Bald, Head of Public Distribution for Passive Investments at Deutsche Asset & Wealth Management; Moderated by David Stevenson, FT journalist
11.00 – 11.35 Break with Refreshments and Networking
11.35 – 11.55 Presentation The inevitable rise of ETF Managed Portfolios
Allan Lane, Founder and Managing partner, Twenty20 Investments
11.55 – 12.15 Presentation ETF Strategists in the New World
Jim Celico, Managing Director, F-Squared Investments
12.15 – 12.35 Presentation Momentum-led ETF portfolio strategies
Tom Dorsey, Co-founder and President, Dorsey Wright & Associates
12.35 – 13.15 Panel Session ETF Managed Portfolios: strengths, weaknesses, opportunities and threats
Jim Celico, Managing Director at F-Squared Investments; Eric Anderson, Portfolio Manager at First Trust; David Hazelton, Head of Business Development at Raymond James Investment Services; Peter Thompson, Chief Strategy Officer at Source; Moderated by Irene Bauer, Twenty20
13.15 – 14.15 Lunch and Networking
14.15 – 14.55 Breakout session Technical Insights, Powerful Solutions
Tom Dorsey, Co-founder and President, Dorsey Wright & Associates
14.55 – 15.30 Breakout session An introduction to AlphaDEX ETFs
Eric Anderson, Portfolio Manager, First Trust

The conference will target an audience of around 120 delegates. And whilst the conference will be free to attend, we want to ensure a highly relevant and focused group of professional investors. Consequently, tickets will be allocated based on an applicant’s company and position.

Who should attend?
– Discretionary fund managers
– Fund of funds managers
– Multi-managers
– Private client investment managers
– Investment advisers and IFAs
– Portfolio managers and strategists

Please register now to apply for tickets.

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