The ETF Magazine’s inaugural ETF UK Symposium takes place on Friday and is set to be a high profile event.
The event programme and details of panel members have now been released, as has the hashtag: #ETFsymp.
Industry experts will take this opportunity to share and discuss complex ETF investment strategies, and create dedicated networking opportunities and lively debate. It’s a unique opportunity for DFMs, wealth managers, ETF investment advisers, investment managers and family offices, to discuss core ETF topics such as:
- understanding global trends and flows across the ETF sector, allowing review of client investment decisions;
- the role advanced passive portfolios play in a balanced investment approach;
- understanding ETMFs and the growth of smart beta.
It takes place on Friday, 1 July 2016 from 08:30 to 13:30 at 4 Coleman Street, London, EC2R 5TA.
Event Programme
08:45 Registration, refreshments & networking
09:15 Chairman’s opening remarks
Brian Tora, Associate, JM Finn
Brian Tora’s is a hugely respected economic and market commentator who’s career spans more than half a century. Having worked for a variety of well-respected city firms including, Grieveson Grant, James Capel, Grieg Middleton, Barclays Wealth and, for the last nine years, JM Finn & Co, Brian is a much sought after writer on financial matters, with columns in a wide variety of publications.
09:30 ETF Trends & Flows
Deborah Fuhr, Managing Partner, ETFGI
Understanding global trends and flows across the ETF sector and which ETFs smart investors are using on a global, regional and country basis is essential technical knowledge for any investment or fund manager. Deborah will present a high-level overview of the market, drawing on her extensive ongoing research into the shape and performance of these funds.
Deborah is the leading voice on ETFs, with 15 years’ experience solely on this category. Before co-founding ETFGI she was Global Head of ETF Research and Implementation Strategy at Blackrock/Barclays and prior to that Managing Director and Head of the Investment Strategies Group at Morgan Stanley.
10:15 The ETF Evolution
Simon Cordery, Head of Investor Relations, Bank of Montreal
Simon will take you on a journey looking at the origins, growth and evolution of ETFs.
Simon is Head of Investor Relations & Business Development. He joined F&C in 1993 as a product specialist in the sales and marketing department, dealing with the top 20% of IFA and wealth manager clients. Since 2000 he has worked exclusively in the Investment Trust business, in Investor Relations, servicing the key wealth manager and institutional shareholders along with the sell side brokers. More recently he has been involved in the distribution of ETFs. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.
10:45 Refreshments & networking
11:05 Combining smart beta and strategy ETFs in existing portfolios
Derek Fulton, CEO, First Trust Global Portfolios Ltd
Derek will outline the development of smart beta and strategy ETF’s and how investors can combine them with existing portfolios, including both market cap weighted passives and actively managed mutual funds.
Derek is CEO of First Trust Global Portfolios (FTGP), the UK affiliate of First Trust Advisors, a top ten ETF sponsor in the US. FTGP acts as the distributor of the seven First Trust UCITS ETF funds established in Europe. Prior to joining First Trust he was a founding partner of a boutique fixed income asset management firm in Paris. He has 20 years’ experience in asset management and previously held the position of Head of Global Fixed Income Portfolios at Aberdeen Asset Management in London and Head of Asian Fixed Income based in Singapore.
11:35 Trading considerations for ETFs
David Hazelton, Head of Business Development, Raymond James Investment Services
David joined Raymond James in June 2006 as Head of Business Development, with the task of developing the wealth manager base. As Head of Business Development, David is responsible for the business development strategy as well as managing the business development team. His department identifies new growth opportunities and works to expand the number of wealth managers working with Raymond James. David is a qualified business coach, and he frequently speaks at industry events and training sessions on investment related topics.
11:45 Using ETFs in portfolio construction
Mike Mount, Director of Intermediary Solutions, JM Finn
Following discussions on the ETF Market as a whole, specifics on fund market share and the differences between ETFs, Smart Beta products and ETMFs, Mike pulls everything together into portfolio construction, and how the different types of products can be used depending on clients’ needs, such as income mandates versus capital conservation.
Mike Mount orchestrates a team within JM Finn & Co that builds and manages Core-Satellite model portfolios for Intermediary firms looking to outsource their discretionary portfolio management. He joined JM Finn & Co in 2010 from Barclays Wealth where he ran Long Only Portfolio Distribution, promoting Bespoke, Multi-manager and Index-based discretionary portfolios to high net worth clients across the UK, Europe, Middle East and Africa (EMEA). He is a chartered member of the Chartered Institute for Securities & Investment and is a graduate of the London School of Economics. A former officer in the Brigade of Gurkhas, he commanded a reconnaissance unit of Gurkha paratroopers for two years and served predominantly in Asia.
12:15 Panel Discussion: an opportunity to put your questions to the experts
The speaker panel will take questions on the issues raised throughout the morning and the implications of Brexit.
12:45 Networking lunch
The morning will be rounded off with networking buffet lunch, giving you the chance to discuss and debate the day’s proceedings with the speakers and your peers.
This event is accredited by the Chartered Institute for Securities & Investment for three hours of structured CPD.
