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  • TUESDAY June 4, 2013
  • WEDNESDAY June 5, 2013


TUESDAY June 4, 2013

8:00 – 8:50

Registration and Continental Breakfast

8:50 – 9:00

Chairperson’s Welcome
Kai Bald
Head of Public Distribution
Global Client Group
Deutsche Asset & Wealth Management

9:00 – 9:50

ETFs In Europe: What’s Next – A Debate and Discussion
In this keynote session, the leaders of major European ETF issuers debate the biggest challenges and opportunities facing the market in 2013.
Moderator:
Jim Wiandt
Founder & CEO
IndexUniverse
Panelists:
Lee Kranefuss
Executive-in-Residence
Warburg Pincus
Manooj Mistry
Head of ETPs &
Institutional Business EMEA
Deutsche Asset & Wealth Management
Laetitia Roche-Hintzy
Head of Capital Markets
Amundi ETF
Mark Wiedman
Managing Director
Global Head of iShares
BlackRock

9:50 – 10:40

Keynote Address
ETFs As Part Of The Wider UCITS Reform
Tilman Lueder
Head of Asset Management Unit
European Commission

10:40 – 11:10

Morning Networking Break

11:10 – 12:00

Shock Of The Rules: How New Regulations Will Affect ETFs & The Buy Side
Shifting regulations have substantially tilted the ETF landscape. What’s in store for the year to come and how will it affect ETF investors?

  • What will change as a result of ESMA’s new UCITS rules?
  • AIFMD, derivatives clearing, MiFID II: the buy-side impact
  • Index regulation and the benchmark debate
Moderator:
Paul Amery
Editor, Journal of Indexes Europe
IndexUniverse.eu
Panelists:
Simon Gleeson
Partner
Clifford Chance LLP
Paul Heffernan
Head of Business Development,
ETF Fund Administration, Europe
Northern Trust
Tilman Lueder
Head of Asset Management Unit
European Commission
Mirela Vlad
Regional Director
EuroMTS Indices

12:00 – 12:50

The Independent View: The Real Risks and Benefits of ETFs
Independent experts and investors analyse the various criticisms and compliments made of ETFs, discussing which are true, which are false, and which lie somewhere in between.
Moderator:
Matt Hougan
Global Head of Editorial & President of ETF Analytics
IndexUniverse
Panelists:
Paul Amery
Editor, Journal of Indexes Europe
IndexUniverse.eu
Hortense Bioy, CFA
Director of Passive Fund Research, Europe Morningstar
Deborah Fuhr
Partner
ETFGI
Peter Sleep
Senior Portfolio Manager Equities
Seven Investment Management

12:50 – 14:10

Luncheon For Delegates & Speakers

13:30 – 14:10

Keynote Luncheon Address
The Biology Of Exuberance And Pessimism
John Coates
Research Fellow in Neuroscience & Finance
University of Cambridge

14:20 – 15:10 BREAKOUT STREAMS

Stream 1 – ETF Liquidity, Structure and Regulation
HFT: Curse or Blessing?
High-frequency trading has been a lightning rod of controversy. Does it tighten spreads and improve markets or introduce dangerous risks?

  • What is high-frequency trading and how does it work?
  • The impact of MiFID II on HFT
  • Does HFT benefit or disadvantage ETF investors?
Moderator:
Rebecca Hampson
Deputy Editor
IndexUniverse.eu
Panelists:
Dr. Christopher D. Clack
Founder, Financial Computing
MSc Programme
University College London
Mark Spanbroek
Vice-Chairman, Secretary General
FIA EPTA
Stream 2 – ETF Portfolio Management
Searching For Income: Using ETFs To Boost Yield
With global interest rates at low levels, investors are searching for creative ways to access yield using ETFs. What options are there? And are some trades getting crowded?

  • Dividends or high yield: the best sources of income in today’s markets
  • Will a search for yield set up the next crisis?
  • Exploring the edges: outside-the-mainstream sources of yield?
Moderator:
Dennis Hudachek
ETF Analyst
IndexUniverse
Panelists:
Samu Lang
CIO & Partner
Taaleritehdas Asset Management Ltd
Alan Miller
Founding Partner & CIO
SCM Private
Martijn Rozemuller
Founder & Managing Director
Think Capital
Sacha Widin
Head Wealth Management Funds
Credit Suisse AM

15:10 – 16:00 AFTERNOON SESSION II

Stream 1 – ETF Liquidity, Structure and Regulation
Tracking Error, Optimisation & Costs: Evaluating ETF Quality
An in-depth look into why a fund’s performance can diverge from that of its underlying index, and what every passive fund investor needs to know about evaluating fund quality.

  • Synthetic vs. physical replication: the tracking debate
  • TER, swap costs, collateral, taxes: causes of tracking error in ETPs
  • When ETF managers optimise, how and why
Moderator:
Paul Amery
Editor, Journal of Indexes Europe
IndexUniverse.eu
Panelists:
Arnaud Llinas
Global Head of ETFs & Indexing
Lyxor Asset Management
Sebastien Denry
Product Specialist
THEAM, BNP Paribas Group
Philip Seegerer
Senior VP,
Portfolio Management & Structuring
Assenagon
Jörg Sengfelder
ETF Sales Trader
Flow Traders
Stream 2 – ETF Portfolio Management
Strategy Indices & Smart Beta: Understanding Your Risks
What is a strategy index and how should an investor best evaluate it? What’s the role of strategy indices in the UCITS fund market following ESMA’s new guidelines?

  • Have strategy indices delivered for investors: hard facts and good data
  • Liquidity concerns and tracking risk: How well does smart beta work in a portfolio?
  • Have ESMA’s new UCITS rules cut off the strategy indexing boom?
Moderator:
Chris Flood
Reporter
Financial Times
Panelists:


Eric Anderson, CFA
European ETF Portfolio Manager
First Trust Advisors
David Blitz, PhD
Senior VP & Co-Head Quant Research,
Robeco
Douglas K. Gratz, CFA
Senior Vice President, Affiliate Relations
Invesco PowerShares

16:00 – 16:30

Afternoon Networking Break

16:30 – 17:20 AFTERNOON SESSION III

Stream 1 – ETF Liquidity, Structure and Regulation
The Liquidity Challenge
ETFs introduce instantaneous tradability into many asset classes, some of which can be illiquid in tough times. Do the two concepts match?

  • Does ETF liquidity misrepresent underlying liquidity?
  • Managing liquidity mismatches under UCITS
  • The liquidity challenge across asset classes

Moderator:
Paul Amery
Editor, Journal of Indexes Europe
IndexUniverse.eu
Panelists:
Michael John Lytle
Chief Development Officer
Source
Arne Noack
Manufacturing ETFs,
Passive Asset Management
Deutsche Asset & Wealth Management
Peter Tchir
Founder
TF Market Advisors
Stream 2 – ETF Portfolio Management
Managing ETF Portfolios: Building Quality Portfolios In A Difficult World
As more and more fund managers set up ETF-only portfolios, leading practitioners meet to discuss their investment approach and the challenges of building quality portfolios in today’s markets.

  • Managers in a challenging world: coping with sovereign debt concerns, bond bubbles and more.
  • Are ETF-only portfolios a breakthrough in the Fund of Funds business?
  • Fee models and FoFs: what works where in Europe?
Moderator:
Paul Baiocchi
ETF Specialist
IndexUniverse
Panelists:
Hannu Kananen
Chairman of the Board, Partner
Front Group
Lars Kroijer
Author
Financial Times Press
Allan Lane
Partner
Twenty20 Investments
Jan-Rommert Straatman
Senior Portfolio Manager
BNP Paribas Investment Partners

18:00 – 20:00

HEINEKEN EXPERIENCE
Take a journey through time and an appetising trip around the Heineken world. The former brewery, where Heineken’s premium quality beer was brewed for a hundred years, has been transformed into a sensational interactive tour through the dynamic world of Heineken. Join us on Tuesday night and experience it for yourself.


WEDNESDAY June 5, 2013

7:00 – 8:00

Continental Breakfast

8:00 – 8:10

Chairperson’s Recap
Simon Klein
Head of Exchange-Traded Products Sales – EMEA & Asia, Global Client Group
Deutsche Asset & Wealth Management

8:10 – 9:00

Investing Globally with ETFs: New Opportunities, New Challenges
As investors shift to global investment policies, index selection and construction becomes ever more important. This panel will examine critical questions like evaluating liquidity in global benchmarks, separating developed from emerging markets, defining “small cap” in different markets, and more.

  • New global benchmark standards: Finding the most appropriate gauge for global strategies
  • Indexing in difficult markets: Balancing liquidity and exposure
  • Size and style classifications: Is a local, regional or global standard more appropriate?
Moderator:
Dennis Hudachek
ETF Analyst
IndexUniverse
Panelists:
Nizam Hamid
Consultant
FTSE Group
Dimitris Melas
Managing Director,
Global Head of New Product Development
MSCI
Nicholas Soerensen
VP, Senior Product Advisor
Deutsche Asset & Wealth Management
Luxembourg

9:00 – 9:50

ETFs and the Advisor Market: Will It Happen?
Will the European investment advisory market switch from a commission- to a fee-based model, and what does this mean for ETFs?

  • How far has Europe gone in ditching a rebate-driven investment product market?
  • Will retail investors use advisors or select funds themselves?
  • Are ETF providers equipped for mass-market business?
Moderator:
Chris Flood
Reporter
Financial Times
Panelists:
Eduardo Anton
Investment Analyst, ETFs & Mutual Funds
Inversis Bank
Han Dieperink
Chief Investment Officer
Rabobank
Mirzha de Manuel
Researcher
CEPS – ECMI
IJs van Leijen
Founder
De VermogensMeesters

9:50 – 10:20

Morning Networking Break

10:20 – 11:40

Trading ETFs For Best Execution On And Off-Exchange
A live demonstration and discussion of different ETF trading methods, and how to achieve best execution across asset classes.

  • Accessing liquidity from across Europe’s order books
  • The impact of Europe’s post-trade infrastructure on order-book liquidity
  • When does it make sense to trade OTC and why?
Session Leaders:
Paul Amery
Editor, Journal of Indexes Europe
IndexUniverse.eu
Matt Hougan
Global Head of Editorial &
President of ETF Analytics
IndexUniverse
Panelists:
Pedro Fernandes
European Head of ETPs
NYSE Euronext
David Murtagh
Head, ETF Trading
Susquehanna International Group
Adriano Pace
Director
Tradeweb
Sjoerd Rietberg
Head of Trading and COO
Flow Traders

11:40 – 12:30

Commodities After The Supercycle: The Best Approach To A Changing Asset Class
How and where commodity exchange-traded products fit into a long-term investment portfolio.

  • The outlook for commodities: has increased supply changed the game?
  • Evaluating commodity ETFs: the best approach to a challenging asset class
  • Gold’s role in an institutional portfolio: centrepiece or craziness?
Moderator:
Rebecca Hampson
Deputy Editor
IndexUniverse.eu
Panelists:

Jodie Gunzberg
Head of Commodity Indices
S&P Dow Jones Indices
Lars Hamberg
Portfolio Manager
Aktiva Fonder

12:30 – 13:50

Luncheon For Delegates & Speakers

13:10 – 13:50

Keynote Luncheon Address
Are Central Banks Sowing The Seeds Of A Greater Crisis?
William White
Chair of Economic &
Development Review Committee
OECD Paris

14:00 – 14:50

Diversifying Fixed Income: From Emerging Market Debt to Fundamental Indices
With the bond bull market on its last legs, where do investors turn? This session will examine the most attractive corners of the rapidly evolving bond ETF market.

  • Do traditional fixed income indices make sense? The case for and against fundamental strategies
  • Emerging market debt: undervalued or overbought?
  • Managing downgrade and default risks
Moderator:
Paul Baiocchi
ETF Specialist
IndexUniverse
Panelists:
Stephen Doran, CFA
Fund Manager
HSBC Global Asset Management
Stephen Cohen
Head of Investment strategy and Insight
iShares
Stephen Yeats, CFA
Senior Investment Manager,
Fixed Income Beta Solutions
SPDR ETFs – State Street Global Advisors (SSgA)

14:50 – 15:10

Afternoon Networking Break

15:10 – 16:00

Measuring Your Index’s Economic Exposure: The Future of Analysis?
In a multinational economy, do traditional methods of assigning companies to countries based on location make sense? Or, do new revenue-based region/country indices work better?

  • The nitty-gritty of assigning country exposures to stocks
  • Surprising findings: hidden exposures and overlaps in your portfolios
  • How new data can help build better portfolios
Moderator:
Dennis Hudachek
ETF Analyst
IndexUniverse
Panelists:
Sanjay Arya
Senior Vice President, Indexes
Morningstar
Christos Costandinides
ETF Strategist
Gareth Parker
Senior Director, Index Research
Russell Investments

16:00 – 16:50

The Index Effect: How Indexing Affects Markets And The Economy
A concluding debate, featuring high-profile academics and leading figures from the asset management industry. Are we at the peak of the ETF and indexing boom, or does it still have far to run?

  • When do the demands for index-related investments create capacity constraints?
  • Could there be a shift to greater individual stock holdings, rather than fund investing?
  • Ensuring efficient capital allocation via ETFs and indices
Session Leader:
Jim Wiandt
Founder & CEO
IndexUniverse
Panelists:
Jacco Maters
Head of Equities
Allianz Investment Management SE
Dr. Steffen Meyer
Assistant Professor of Finance
Goethe University Frankfurt
Gabriel Rauterberg
Associate
Cooley LLP
Olivier Rousseau
Executive Director
Fonds de Réserve pour les Retraites

16:50

Conference Adjourns

 

 
Sponsor Opportunities
If you're interested in sponsorship opportunities please contact:

Owen Rees
orees@indexuniverse.com
+44 (0)203 586 7359

Speaker Opportunities
If you're interested in speaking opportunities please contact:

Margareta Hricova
mhricova@indexuniverse.com
+44 (0)203 586 7358

PRESS INQUIRIES
If you are a member of the media interested in attending the event please contact:

Vanessa Friedman
vanessa@vdotconsulting.com
917-405-1897

General Questions
If you have a general question about the conference please contact:

eu_conferences@indexuniverse.com







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