ETF Product Development Summit 2016

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Event
ETF Product Development Summit 2016

Date
Wednesday 23rd November 2016
08:30 – 16:00 (Full day)
FREE TO ATTEND

Description
Now in its third year, the ETF Product Development Summit provides delegates with essential coverage and insight of key ETF industry and product development themes. It attracts a sophisticated audience of 250+ executives from across the asset management industry, representing potential new entrants to the ETF market, existing issuers and participants in the wider ETF community.

For fund management companies not yet active in the ETF space, the summit offers a “one-stop shop” on how to enter this fast-growing market and provides an opportunity to meet a selection of industry-leading vendors, service providers and market participants who can guide prospective new issuers through the ETF launch process and life-cycle, from product conception and design, through to listing, cross-listing and beyond.

For existing ETF issuers, the summit addresses important industry trends, explores product themes that are primed for development, and assesses the various projects and initiatives that are designed to increase ETF adoption and enhance efficiencies and reduce fragmentation in the ETF ecosystem.

Agenda

08:30 – 09:00

Registration and networking

09:00 – 09:20

ETFGI
What are the keys to success as an ETF provider?
- Current landscape
- Product trends
- Distribution trends

Deborah Fuhr,
Managing Partner,
ETFGI

09:20 – 09:40

FTSE Russell
Smart beta meets smart sustainability
- Regulatory drivers of sustainable investment
- A modern approach to sustainable indexing
- Uncovering hidden opportunities – The low carbon economy
- Combining smart beta with sustainability – real world case study

Kevin Bourne,
Managing Director,
FTSE Russell

09:40 – 10:00

MSCI
ESG integration for universal owners
- What is ESG?
- What are the key considerations for ESG investing?
- What are the key challenges of ESG integration for asset owners?
- Case study: how to define an ESG influenced policy benchmark?

Véronique Menou,
Head of ESG Thematic Investing,
MSCI

10:00 – 10:20

Indxx
Thematic ETFs
- Overview of the thematic ETF space
- Product development process: market mapping, value proposition, concept testing, indexing
- Case study: Indxx Millennials Thematic Index / Global X Millennials Thematic ETF

Rahul Sen Sharma,
Partner,
Indxx

10:20 – 10:40

ICE Data Services
The impact of evolving fixed income ETF market dynamics on data requirements
An expanding fixed income ETF market has implications for:
- Issuers - fixed income benchmarking, liquidity information for client reporting, best execution metrics, more scrutiny around publicly available ETF data (INAV)
- Trading desk - sourcing underlying pricing data from multiple sources, accessing reliable reference data
- Index providers - building blocks to create new products

Elisa Prezzavento,
Director, ETF & Index Services (Europe),
ICE Data Services

10:40 – 11:00

Jane Street
Authorised Participants/Market Makers and their role in the ETF ecosystem
- Relationship between issuer and AP/MM
- A liquidity perspective: an overview of ETF platforms and their set-up efficiency
- ETF product innovations and the challenge of liquidity
- Trends and open questions: MiFID II, smart beta/active ETFs etc.

Slawomir Rzeszotko,
European ETF Sales & Trading,
Jane Street

11:00 – 11:25

Refreshment & Networking Break

11:25 – 12:00

Panel session
ETF listing and trading
- Industry landscape – Europe and beyond
- Cross listings – Fragmentation and Connection
- Distribution, Trading and Liquidity
- Innovation by Exchanges

Tara O’Callaghan, Head of Listing, Dillon Eustace (Moderator)
Guy Simpkin, Head of Business Development, Bats Europe
Lida Eslami, Manager, Listed Products, London Stock Exchange
Tom O’Brien, Head of International Sales, Moscow Exchange

12:00 – 12:20

Tradeweb
Enhancing trading efficiencies in ETFs
(i) Benefits of e-trading
- Pre Trade Transparency: dealer rankings, axes, streams
- The complete trading experience
- Proving Bestx
- Automation
(ii) Overcoming market challenges
- Fragmentation, Liquidity misperception and limited transparency
- Upcoming regulation

Adriano Pace,
Managing Director, Head of the ETF marketplace,
Tradeweb

12:20 – 12:40

Dillon Eustace
Evolving legal & regulatory ETF developments
- UCITS V and remuneration requirements
- Securities Financing Transactions Regulation and requirements in relation to reporting, collateral reuse, transparency and disclosure
- MiFID II Developments in the context of pre and post transparency requirements
- Benchmarks Regulation and its impact if any for ETFs using indices
- Brexit – Will ETFs be impacted?

Brian Kelliher,
Partner,
Dillon Eustace

12:40 – 13:00

Brown Brothers Harriman
Optimising performance through marginal gains - Securities Lending spotlight
- Operational challenges of managing an ETF
- Increasing transparency
- The evolution of securities lending programs

Andrew Craswell,
VP, European ETF Services,
Brown Brothers Harriman

13:00 – 13:50

Networking lunch

13:50 – 14:10

IHS Markit
The European ETFs securities lending report card
- Relationship between securities lending market and asset class liquidity
- The evolution in the European ETF securities lending market
- Ground left to make up (relative to US)
- Accepting ETFs as collateral. How IHS Markit is helping the industry

Pierre Khemdoudi,
Managing Director & Co-head of Delta One and Securities Finance,
IHS Markit

14:10 – 14:30

ETF Securities
Staying focused and efficient in launching ETFs
- Options for asset managers in launching ETFs
- Extending IP and distribution capabilities into an ETF structure
- Case studies on partnering and outsourcing ETF operations

Howard Li,
Executive Director – Co-Head of CANVAS
ETF Securities

14:30 – 14:50

Deloitte
Robo-advice: How revolutionary will it be?
- How large could the robo-advice market be?
- What will the next generation of robo look like?
- Who will be the winners?

Andrew Power,
Partner, Consulting, Financial Services
Deloitte

14:50 – 15:30

Panel Session
Robo-advisors
- Algorithm-driven vs Discretionary management
- Benchmark vs Outcome
- Start-ups vs Incumbents
- Friend or Foe?

Anthony Christodoulou, CEO, Robo-Investing (Moderator)
Marco Aboav, Head of Asset Allocation, MoneyFarm
Shaun Port, CIO, Nutmeg
Ella Rabener, CMO, Scalable Capital
Luis Rivera, CEO, ETFmatic

15:30 – 16:00

Networking drinks

Audience
The event is aimed at senior executives from fund management firms of all stripes and sizes, with particular emphasis on decision-makers in product engineering and development, marketing and distribution, risk management and product control, trading and dealing, and legal and compliance functions. Delegates will come from firms from right across the AUM spectrum, from niche boutiques to bulge-bracket behemoths; from existing ETF issuers to those considering entering the industry for the first time.

Venue
The event will be held at etc.venues, 200 Aldersgate, London, EC1A 4HD, a state-of-the-art conference centre located in the heart of the City of London, near St Paul’s Cathedral. Proceedings will take place in the main conference auditorium, with cabaret-style seating. Sponsors’ exhibition stands will be accommodated in the adjacent galleria, where food and drink will be served during networking intervals.

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