Whether you’re an investor or trader, we have over 35 live sessions designed to provide you with in-depth analysis and specific strategies on everything ETF-related, from actively managed to buffered, leveraged, non-equity, smart beta, thematic, and more! To help you focus on what interests you most, sessions will be tagged with keywords and we'll even provide you with personalized recommendations based on your unique interests. Please check back often as we continue to add speakers in the days ahead.

(All Presentations Will Be in Eastern Time Zone)

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9:10 am to 9:40 am EST The Roaring 2020s: The Global Economic & Financial Outlook for the Rest of the Decade by Edward Yardeni - President, Yardeni Research, Inc.

As we all know, 2020 has been a head-spinning year. Will the economic and financial outlook be just as crazy in 2021, or can we look forward to less turbulent times next year and beyond? Dr. Ed Yardeni will provide us with a balanced view of the opportunities and risks that are likely to lie ahead. While there are certainly ongoing concerns about the health pandemic, political partisanship, and other challenges weighing on our economy, Dr. Ed will explain why he believes that the remainder of the current decade might turn out to be the Roaring 2020s.

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9:50 am to 10:20 am EST Managing Risk and the Benefits to Rules-Based Investing in 2020 by Chadd Mason - CEO and Co-Founder, The Cabana Group

Market volatility has become the norm this year. Months of gains can be erased in a day or two. With that level of uncertainty comes a lot of client emotion—mostly fear. Cabana's new Target Drawdown Series of ETFs provides a simple, transparent, and easy-to-understand investment designed to capture upside in positive markets (with no ceiling), while aiming protecting downside (to a predetermined percentage) when times get tough. Join Chadd Mason, co-founder and CEO of The Cabana Group, to hear why removing market timing from the equation and following a rules-based and repeatable process can keep clients invested and focused for long-term success.

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10:30 am to 11:00 am EST Women in ETFs Prerna Chandak - Vice President of ETF Product & Strategy, Mackenzie Investments Deborah Fuhr - Managing Partner and Co-Founder, ETFGI Amanda Rebello - Director and Head of Passive Sales, DWS Linda Zhang - CEO, Purview Investments

Join us as leaders from Women in ETFs discuss the trends that are shaping the ETF industry. Women in ETFs is an organization that brings together over 6,100 members, including women and men, in 22 chapters in major financial centers across the United States, Canada, EMEA, and Asia Pacific. The panelists will discuss the trends that have driven the ETF industry in 2020 to a record level of assets and net inflows and their outlook for 2021.

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11:10 am to 11:40 am EST The Emerging Market Consumer in a Post-Covid World by Brendan Ahern - Chief Investment Officer, KraneShares

China is now two full quarters removed from their quarantine. What are the lessons we can learn from China's post-quarantine economy that are apt to play out globally post-Covid? What economic sectors benefited from the quarantine as the habits formed during the quarantine persisted post-quarantine? Brendan Ahern will examine these lessons and how they are particularly important for emerging market investors.

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11:45 am to 12:25 pm EST Defining ESG Through ETFs Jason Bloom - Head of Fixed Income and Alternatives ETF Strategy, Invesco Sal Bruno - CIO, IndexIQ Brookly McLaughlin - VP, Corporate Affairs and Sustainability, Intercontinental Exchange Candice Tse - US Head of Market Strategy, Goldman Sachs Asset Management

Whatever your investing style or financial goals, this panel of experts can guide you with the strategies to set your portfolio on a path to profits. Join this lively discussion of how to make the most of the current financial markets and hear about the best ideas for opportunities in today's global markets.

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12:30 pm to 1:00 pm EST Accelerating Natural Selection: Investing in a Post-Covid-19 World Economy by Edward Egilinsky - Managing Director, Alternative Investments, Direxion Funds

Within a period of less than 180 days, the entire world has changed. Risk has new, unprecedented meaning for everyone. Economies, markets, business, and home environments are evolving at warp speed. Only investors who are able to accept the world as it is, and adapt quickly, will be able to turn the most disruptive world events into a world of opportunity.

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1:05 pm to 1:35 pm EST The Post-Pandemic Investment Landscape for 2021 by Jeremy Schwartz - EVP, Global Head of Research, WisdomTree Asset Management, Inc.

After a tumultuous and volatile 2020—from the pandemic and economic shutdowns to the political election uncertainty—Jeremy Schwartz will look ahead into 2021 with WisdomTree's best ideas for positioning portfolios into 2021. Key topics to include where to position within the technology sector, the outlook for emerging markets and China, what factors are apt to perform well, and where can one find sustainable and growing dividends.

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1:40 pm to 2:10 pm EST Tackling Known Unknowns with Defined-Outcome ETFs by Bruce Bond - Co-Founder and CEO, Innovator ETFs

Clients need investment solutions that allow them to manage risk and limit volatility. From the firm that was the first to introduce Defined Outcome ETFs™ to investors, hear how Innovator Buffer ETFs™ and Stacker ETFs™ can help advisors meet target returns, without taking additional downside risk. A defined outcome can help clients know what to expect from the ETFs over a one-year outcome period.

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2:15 pm to 3:00 pm EST Get the Alternative Edge in Your Portfolio Keith Fitz-Gerald - Chief Investment Officer, Fitz-Gerald Group Michael Gayed - Editor, Lead Lag Report Steve Hawkins - President and CEO, Horizons ETFs Management (Canada) Inc. Ophelia Snyder - Co-Founder and President, 21Shares and Amun Tokens

Keeping a balanced portfolio of 60% equity, 40% fixed income has been one of the investing world's most tried-and-true strategies for managing risk. But in this era of high volatility, ultra-low yields, and longer life spans, investors are looking for better, non-correlated returns. Enter alternative ETFs, which can enhance risk-adjusted returns and provide liquidity, without the high fees. This panel will examine the choices available to today's investors, along with tips for incorporating them into a traditional portfolio.

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3:05 pm to 3:35 pm EST Factor Investing with Valuation Discipline by Justin Lowry - President and Chief Investment Officer, Global Beta Advisors

The objective of Global Beta Advisors' strategy is to provide investors with beta to relevant factors in the US equity markets at lower valuations. Global Beta Advisors believes building portfolios on the merits of strong fundamentals relative to price is critical for long-term return potential. Based on academic research in conjunction with their own research, the company believes that building factor-based portfolios with better relative valuations lends to a higher probability of better forward-looking returns.

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3:40 pm to 4:10 pm EST The Ins and Outs of Investing with ETFs by Ben Johnson - Director of Global ETF Research, Morningstar

Join Ben Johnson, director of global ETF research at Morningstar, to learn about the benefits of ETFs, how to put them to good use in your portfolio, and discover some of Morningstar's top-rated ETFs.

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4:15 pm to 4:45 pm EST Investing in Disruptive Tech: Capturing the Growth of Robotics, AI, and Health Tech Jeremie Capron - Director of Research, ROBO Global Lisa Chai - Senior Research Analyst, ROBO Global

For those interested in investing in disruptive technologies, the path can be both rewarding and complex. Capturing the growth of robotics, AI, and healthcare tech requires in-depth research paired with a diversified approach. In this webinar, you'll learn about the companies at the forefront of this technology revolution and how to gain exposure with three unique, global portfolios. Join ROBO Global for a discussion on the best ways for investors to capitalize on the robotics, AI, and healthcare tech revolution.

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4:50 pm to 5:30 pm EST Current Trends in ETFs Eric Balchunas - Senior ETF Analyst, Bloomberg Intelligence Cinthia Murphy - Managing Editor, ETF.com Dave Nadig - CIO and Director of Research, ETF Database Todd Rosenbluth - Head of ETF & Mutual Fund Research, CFRA Research

In December we should be near a record year for ETF flows, with growing adaption of fixed-income products, growing supply of active products, and a combination of those two for thematic ETFs. These experts can help make sense of where the money has gone and what to look for heading into 2021.

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9:30 am to 10:00 am EST The Singularity: What Is It and Why Should You Care? by Bill Bachrach - CEO, Bachrach & Associates, Inc.

What if there was an impending and enormously significant world event that has the potential to radically alter everything you believe to be true about your future? How would that impact your financial choices right now? This event is called The Singularity and it's proving to be the single most significant event of our entire lives with massive implications for your financial choices. The ideas discussed in this thought-provoking session could substantially shift all of your future plans and be vital to every life decision you make, especially when it comes to your money.

Bill Bachrach is a 35-year financial services industry veteran, thought-leader, and adjunct faculty member of Singularity University. His landmark book and methodology for making better financial choices, Values-Based Financial Planning, is used by tens of thousands of financial professionals to help many hundreds of thousands of clients, world-wide. His presentation will answer these questions:

  • What is the Singularity?
  • Why should you care?
  • What should you do-now and later?

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10:10 am to 10:50 am EST The Rise of ESG Exchange-Traded Funds Hernando Cortina - Executive Director, Head of Index Strategy, ISS ESG Deborah Fuhr - Managing Partner and Co-Founder, ETFGI Tom Lydon - CEO, ETF Trends Linda Zhang - CEO, Purview Investments

Sustainable investing is an area that has grown and changed enormously in the last few years. ESG ETFs have gained $19 billion in inflows, so far this year, versus $8 billion for all of 2019. Learn how these changes have created new opportunities for investors today, and how investors can use these ETFs to capitalize on opportunities and invest in a way that has a positive impact in the world.

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10:55 am to 11:25 am EST The Future of Emerging Markets and a Rising Digital Revolution by Kevin Carter - Founder and CIO, EMQQ The Emerging Markets Internet & Ecommerce ETF

With the internet becoming increasingly affordable and accessible, billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time. The result of this rising middle-class consumer wave has transformed economies and produced new internet giants equal to or even larger than their US counterparts. Kevin Carter will delve into the greater influence of this new consumer wave and the fundamental changes taking place in developing economies, their preference for online shopping via the smartphone, and ways for investors to gain targeted exposure to the rapidly expanding sector.

Here's some of what is covered:

  • What Mckinsey & Co. calls, The biggest growth opportunity in the history of capitalism
  • How the largest Emerging Market Indexes are fundamentally flawed
  • The rising middle-class consumer and their preference for online shopping via smartphones
  • How internet giants like Alibaba, Tencent, and MercadoLibre are leading the digital revolution in Emerging Markets

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11:30 am to 12:05 pm EST ETF Investing Due Diligence Emma Boyde - ETF News Editor, Financial Times Elisabeth Kashner - Director of ETF Research and Analytics, FactSet

This 30-minute presentation will cover how to avoid getting it really wrong by not making the two really big mistakes that investors tend to make: Firstly, that they look at the name of an ETF and think they know all about it and secondly that they tend to choose "shiny" ETFs (popular products from a popular providers). Elisabeth Kashner and Emma Boyd will show how these instincts can lead to diabolical mistakes if the market moves in the wrong direction.

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12:15 pm to 12:45 pm EST Income Investing Using Preferred Stocks by Jay Hatfield - Founder, CEO, and Portfolio Manager, Infrastructure Capital Advisors, LLC

Join Jay Hatfield for this in-depth session, designed to bring you the latest intelligence available so you can identify and profit from the opportunities in today's markets. Positioning portfolios with exposure to income strategies is critical in today's market environment. Jay Hatfield will review the outlook for interest rates and the credit cycle, investments that seek consistent performance with low volatility, and investment opportunities in preferred stocks.

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12:50 pm to 1:20 pm EST Minimize Risk by Following Momentum by David Keller, CMT - Chief Market Strategist, StockCharts.com

Investors should focus on three key tasks every week: identifying trends, following those trends, and anticipating trend reversals. David Keller will illustrate the benefits of trend-following and leverage the StockCharts Technical Ranking (SCTR) model to identify opportunistic movements in ETFs. Most importantly, he will discuss how trend followers manage risk using live market data to determine which trends to follow and which to avoid. Your best weapon against market uncertainty is the consistent application of a disciplined approach!

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1:25 pm to 1:55 pm EST Access to Active Management Using ETFs Todd Brighton - SVP, Head of Direct Investment Portfolio Management, Franklin Templeton Investment Solutions Bryon Lake - Managing Director, Head of Americas ETFs, JP Morgan Renato Leggi - Client Portfolio Manager, ARK Invest Douglas Yones - Head of Exchange Traded Products, New York Stock Exchange

Whatever your investing style or financial goals, this panel of experts can guide you with the strategies to set your portfolio on a path to profits. Join this lively discussion of how to make the most of the current financial markets and hear about the best ideas for opportunities in today's global markets.

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2:00 pm to 2:30 pm EST The 7 Must-Own ETFs for 2021 by Jim Woods - Editor, Successful Investing, Intelligence Report

An altered world requires an altered perception, and an altered perception requires the right exchange traded funds to enhance your portfolio's focus. ETF and trading expert Jim Woods, editor of Successful Investing, Intelligence Report, and Bullseye Stock Trader, will show you the seven must-own ETFs for 2021 so that your portfolio can prevail in an altered world.

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2:40 pm to 3:10 pm EST Dividends and Income in a Low-Interest-Rate Environment Alexi Panagiotakopoulos - Partner, and CIO, Fundamental Income Andrew Rosivach - Former Managing Director, Goldman Sachs

Join Alexi Panagiotakopoulos, CIO of Fundamental Income, in a Q&A session with former Goldman Sachs (NYSE: GS) managing director, Andrew Rosivach, who specializes in REIT research. The NET Lease ETF (NYSE arca: NETL) is uniquely focused solely on Net Lease Real Estate Investment Trusts (REITs), one of the fastest growing sectors within the REIT space—No Malls, No Multi-tenant Office, and No Multi-family apartments. This pure-play Net Lease REIT ETF encompasses a variety of REITs that aim to provide sustainable cash flows by leasing their properties to corporations on long-term contractual leases, known as on a triple-net lease basis. These leases have terms that are generally 10 years or longer, predetermined contractual rental rate increases, and minimal to no landlord responsibilities.

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3:20 pm to 4:00 pm EST Navigating Volatility with Fixed-Income ETFs Brendan Ahern - Chief Investment Officer, KraneShares Nancy Davis - Managing Partner and CIO, Quadratic Capital Management, LLC Jay Hatfield - Founder, CEO, and Portfolio Manager, Infrastructure Capital Advisors, LLC Rick Redding - CEO, Index Industry Association

When the coronavirus pandemic ended the longest-running bull market in stocks last March, investors fled to the relative safety of bond ETFs. After all, fixed income typically provides regular cash and lower volatility when markets are in turmoil. Fixed-income ETFs have taken the hassle out of investing directly in the bond market, plus they offer liquidity benefits, which you can't always find in the underlying market. Hear from some experts spanning the entire income sphere and find out the latest in this rapidly growing corner of the ETFs universe.

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4:10 pm to 4:40 pm EST To Live on the Beach Like Jimmy Buffett, Learn to Invest Better Than Warren Buffett by Joseph Belmonte - Founder, Buffett and Beyond Research

You can outperform any ETF or index by selecting the best stocks in that ETF or index. The Buffett and Beyond Clean Surplus Finance model has outperformed the S&P 500 by almost 3 to 1 on a compounded basis since 2003. When this methodology is applied to ETFs, we can outperform almost all industry and index ETFs. Over a 5-year period, Buffett and Beyond model portfolios have outperformed some ETFs by as much as a 3 to 1 margin. If you want to differentiate yourselves in the ETF marketplace, this is the strategy for you.

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4:50 pm to 5:30 pm EST Targeted Exchange Traded Products for Sophisticated Investors Jeremie Capron - Director of Research, ROBO Global Jeffrey Hirsch - Editor-in-Chief, The Stock Trader's Almanac; Almanac Investor Sylvia Jablonski - Managing Director, Head of Capital Markets, Direxion Funds Alexi Panagiotakopoulos - Partner, and CIO, Fundamental Income

Stock Trader's Almanac's editor-in-chief, Jeffrey Hirsch leads the discussion on the latest innovations and time-tested strategies in the ETF arena. Get the lowdown on where to focus your attention in sector specific, thematic, leveraged, long and short, and actively traded ETFs. This savvy panel of industry veterans will share their insights, debate current exchange-traded market trends, and take your questions.

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9:30 am to 10:15 am EST Actively Managed ETFs Ready for Prime Time Eric Balchunas - Senior ETF Analyst, Bloomberg Intelligence John Bartlett - President, Reaves Asset Management Chadd Mason - CEO and Co-Founder, The Cabana Group

Although they've been around for a while, actively managed ETFs have never quite gotten much traction in the wider ETF space, accounting for less than 3% of the $4 trillion ETF industry. But they are gaining notice and popularity with investors attracted by their low cost, tax efficiency, transparency, and liquidity. Learn about these vehicles and the strategies they employ to react to changing market conditions.

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10:20 am to 10:50 am EST Why ETFs Do Not Trade at Intraday Indicative Value by Louis Navellier - Editor, Growth Investor, Breakthrough Stocks, & Accelerated Profits

Louis Navellier will show you how to check the Intraday Indicative Value of ETFs, so you do not get fleeced on EFT bid/ask spreads, which in the past have been in excess of 30% during fast market conditions. ETFs are delicate and Mr. Navellier will explain how you must wait for the right time of day to trade ETFs and check the Intraday Indicative Value, so you do not get "picked" off!

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11:00 am to 11:30 am EST Investing Logicly Scott McKenna - Sales and Marketing Director, ETFLogic Lindsey Tewell - Head of Sales, ETFLogic

How can professional investors better navigate the ETF landscape, understand liquidity, and streamline portfolio construction? Join ETFLogic as they break it down in this session by diving into the Logicly analytics platform.

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11:40 am to 12:10 pm EST Profiting in Bear Markets with Inverse ETFs by Ken Calhoun - President, TradeMastery.com

After 2020's volatile election, discover how to trade inverse ETFs like SDOW, SQQQ, and TZA. These leveraged ETFs go up when markets sell off.

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12:15 pm to 12:45 pm EST Fresh Strategies for Challenging Markets by Christian Magoon - Founder and CEO, Amplify ETFs

Money market assets are at all-time highs. Interest rates are near all-time lows. Stock markets are regularly moving on headlines. Today's markets are creating new investment challenges for investors as they build core, income, and growth allocations. Attend this webinar to learn about Amplify's unique investment strategies seeking to tackle several of today's investment challenges.

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12:50 pm to 1:35 pm EST What to Do When an Investment Strategy Performs Poorly by Larry Swedroe - Chief Research Officer, Buckingham Wealth Partners

The underlying premise of an investment strategy should be that the market is highly, though not perfectly, efficient. This leads Larry Swedroe to believe that all unique sources of risk have, not similar returns, but similar risk-adjusted returns. Join Mr. Swedroe to learn the criteria behind his core investment principals upon which he builds his investment strategy.

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1:40 pm to 2:10 pm EST 4 Steps to Easy Futures Day Trading by Sean Kozak - CEO and President, NeuroStreet Trading Academy

Imagine how it will feel to finally have consistent trading profits day after day, week after week, month after month! Learning to day trade involves a couple of critical aspects that if done correctly can alter the course of your life and career forever. In today's webinar Sean Kozak will teach you how with four easy-to-follow steps.

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2:20 pm to 2:50 pm EST ETF Investing for Stock Investors by Douglas Gerlach - President, ICLUBcentral, Inc.

Investors in individual stocks prefer the ability to select a personalized mix of securities that allows them to build a portfolio that meets their risk, reward, and diversification preferences, all at very low cost. In this class, Doug Gerlach of BetterInvesting and ICLUBcentral will discuss when it makes sense for stock investors to consider exchange-traded funds, to help meet specific portfolio objectives, to target particular industries, or to explore alternative strategies.

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3:00 pm to 3:30 pm EST Thematic Investing for Investor Portfolios Mike Castino - Senior Vice President, US Bank Global Fund Services Paul Dellaquila - President and Co-Founder, Defiance ETF Christian Magoon - Founder and CEO, Amplify ETFs Robert Nestor - President and Head, Direxion Funds

Whatever your investing style or financial goals, this panel of experts can guide you with the strategies to set your portfolio on a path to profits. Join this lively discussion of how to make the most of the current financial markets and hear about the best ideas for opportunities in today's global markets.

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3:40 pm to 4:10 pm EST Investing, Trading, and Hedging with Real Estate ETFs by Jackie Ann Patterson - Author, Truth About ETF Rotation

Real estate investing is a time-honored method to building wealth. The rise of Real Estate Investment Trusts (REITS) and Exchange Traded Funds (ETFs) make it possible to own and hedge real estate in a brokerage account. This session with Jackie Ann Patterson, explores the opportunities and pitfalls associated with real estate ETFs.

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5:00 pm to 5:30 pm EST ETFs for Capitalizing on Seismic Macro Shifts Impacting the Stock Market by Michael Paulenoff - Founder, MPTrader.com

Mike Paulenoff, founder of MPTrader.com, will discuss the macroeconomic landscape influencing the major asset classes. He will share how perceptions about inflation, deflation, the direction of interest rates, and the efficacy of the Fed impact traders and investors. In particular, Mr. Paulenoff will highlight the opportunities in index, commodity, and sector ETFs for capitalizing on the potential seismic shifts created by macro forces.

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