IndexUniverse is proud to partner with Ric Edelman for this exclusive, paid, three-hour practice management workshop designed to help advisors tackle the biggest issues facing them and their practice. This session will feature extensive audience Q&A, and focus on how you can:

• Improve the profitability of your practice
• Build client loyalty
• Hire and manage your staff
• Grow assets and compete in today's evolving marketplace

In this presentation, the team from IndexUniverse will give you an in-depth walk-through of the newly launched IndexUniverse ETF Analytics research tool which covers equities, fixed income, currencies and commodities. Learn about the future of ETF analysis and be sure and ask our team of analysts how our tool can improve your practice.

This in-depth workshop will give attendees a complete and thorough introduction to ETFs and how they can benefit a financial advisor's practice. It will focus on providing a clear understanding of what ETFs are, how they work and some of their key risks and benefits. Advisors will leave this session with the knowledge of what they should consider when choosing ETFs, as well as firsthand insights from leading advisors on how ETFs work inside client portfolios. Topics covered will include:

• Key factors for picking the best ETF in any asset class
• Avoiding common pitfalls in ETF investing
• Identifying unique risks

This workshop is for experienced ETF users seeking insight into today's pressing ETF issues. The focus will be on complex issues such as issuer risk; the pros and cons of securities lending; and how regulatory changes may impact ETFs. This no-holds-barred Q&A session featuring industry experts and experienced ETF users promises to address all issues raised by those in attendance. Topics covered will include:

• What happens when an ETF closes?
• Trading illiquid ETFs
• Counterparty and other "hidden" risks

Commodity ETFs opened up an entire asset class previously closed to the average investor. But with this new access comes complexity—and heartbreak. This 70-minute workshop will help investors new to commodities better understand these risks, while highlighting how commodities, carefully managed, can play a vital role in any portfolio. Topics to be covered include:

• A closer look at contango and backwardation
• Product structure, taxation and risk
• Finding uncorrelated returns in the commodity markets

Fixed-income ETFs have revolutionized the way investors access bonds and build fixed-income portfolios. But with newfound access come new challenges and concerns. This workshop will help investors better understand fixed-income ETFs and shed light on a complex, opaque and difficult-to-manage market. Topics to be covered include:

• Core fixed-income concepts, from duration to convexity
• In-depth analysis of fixed-income ETFs and ETF structures
• Best practices when building fixed-income ETFs portfolios

ETNs provide access to many of the most unusual, noncorrelated and innovative segments of the markets. But many investors avoid them because of credit risk, perceived illiquidity and concerns about path-dependent fees. This special morning workshop will explore the possibilities offered by ETNs and evaluate what true risks investors face when introducing ETNs into a portfolio. Topics covered include:

• Where do ETNs make sense, and where don't they?
• The argument for ETNs: from tax efficiency to tracking error
• Are path-dependent fees a real concern?

Global markets, ETF structures and the role of the advisor have all changed drastically in the past few years. IndexUniverse's Matt Hougan and Dave Nadig think many advisors are failing to keep up. In this provocative and practical session, you'll learn the most common myths and mistakes that plague ETF investors, data providers, analysts and advisors. Topics include:

• Choosing the right ETFs: risks, misconceptions and bad data
• How ETFs are changing the markets (for better and worse)
• Finding alpha in a macro world

Join IndexUniverse and the New York Stock Exchange as we ring the Opening Bell™ live from the 6th Annual Inside ETFs Conference.

2012 was a pivotal year for ETF providers. Record numbers of new ETFs came onto the market in the first half of the year, and record numbers closed in the second. Flows into bond ETFs surged. Join IndexUniverse and five of the largest ETF providers to discuss the future of ETF investing. Topics to be covered include:

• What's the next major area of growth?
• ETFs and 401(k)s
• How many ETFs is too many ETFs?

The financial advisory landscape is changing faster today than ever before. Vanguard Chairman Emeritus Jack Brennan will discuss how these changes are beneficial for advisors and clients, as well as what new challenges they present. He'll also tackle questions that will shape the ETF industry over the next decade: How low can costs go? Where do you draw the line between product innovation and product proliferation? What's the outlook for actively managed ETFs? What about ETFs in corporate retirement plans?

In this presentation, the team from IndexUniverse will give you an in-depth walk-through of the newly launched IndexUniverse ETF Analytics research tool which covers equities, fixed income, currencies and commodities. Learn about the future of ETF analysis and be sure and ask our team of analysts how our tool can improve your practice.

The global economy is at an inflection point: Central banks have pledged to do whatever it takes to spur global growth, keep the euro intact and revive the global economy. Are these policies doing more harm than good? And how do you position your portfolio for success? Hear leading economists discuss:

• Is the U.S. the next Greece?
• The outlook for the dollar
• Where are the opportunities today?

Investors have poured assets into ETFs that aim to provide low-volatility access to the market, meeting the needs of risk-averse investors. Can a low-volatility strategy actually outperform higher-risk strategies? Does this upend modern portfolio theory and the notion of "risk premia?" This 50-minute session will explore this new "low-vol" paradigm, as well as cover:

• How low-vol ETFs are constructed
• Are these funds better mousetraps, or just the flavor of the month?
• The role of low-vol in a portfolio

"Not all ETFs are created equal" has become the mantra of ETF providers, and most investors seem to have taken it to heart. But are investors really assessing the hidden risks of their ETF investments? This session unearths common trouble spots that cost investors money. Topics include:

• Pitfalls in index and ETF construction
• The regulatory environment and what it means for your portfolio
• Unintended exposure to derivative and counterparty risk

Getting a fair price on a less liquid ETF can be a challenge in any asset class. In fixed income, even framing the debate can be tricky. How can investors ensure they're getting a fair deal in the less-than-transparent bond markets? This master class will provide fixed-income investors with the knowledge to trade fixed-income ETFs as well as they trade equity ETFs. Topics to be covered include:

• Analyzing and managing premiums and discounts in fixed-income ETFs
• Optimization strategies within fixed-income ETFs
• Understanding the liquidity of the different fixed-income market segments

Commodities prices tumbled in the first half of 2012, as troubles in Europe and a slowdown in emerging markets combined to reduce demand. Is the 10-year bull market in commodities over? Or will emerging markets, quantitative easing and tight supplies reignite growth? What is the best way to access commodity returns and handle issues like contango? This in-depth session will cover:

• The outlook for gold, precious metals, crude oil and more
• The effects of monetary policy and China's slowdown
• Managing contango and choosing the best commodity ETF

The role of the advisor in a modern wealth management practice has changed. Where once advisors sought out the best managers, now they're often called on to be the manager, making global macroeconomic calls and implementing those strategies with low-cost ETFs. This session brings some of the most successful global macro ETF managers together to discuss:

• The current all-asset class portfolio: what to include, what to skip
• Tactical vs. strategic management:
• How to choose the best ETFs, and how to establish a sell discipline

With rising economic uncertainty, strong equity markets and low interest rates, many advisors are looking for ways to insure their portfolios against loss while generating income for clients. This session will focus on how to use options to achieve those goals. It will cover:

• The risks associated with using options
• Buy/write strategies and income generation
• "Black swan" events and tail risk management

With interest rates pegged at zero and QE-infinity in place, fixed-income investors are justifiably frustrated. Have the days of buying and holding bonds to maturity come and gone? Do investors need to be more tactical? Should all investors embrace international debt? Our panelists will share actionable ideas to help you fine-tune your fixed-income allocation, including:

• Where to position your portfolio on the yield curve today
• International bonds: emerging markets debt for higher returns
• The changing face of high-yield bond

During the financial crisis of 2008, correlations raced to 1 and pundits proclaimed the death of modern portfolio theory. Since then, investors have been searching for a better mousetrap. Fundamental indexing purports to be one. This 50-minute session will feature a debate between four of the industry's foremost leaders on indexing and index construction on one key question: to cap-weight, or to not cap-weight?

Long before the first ETFs, the world's most sophisticated pensions, endowments and sovereign wealth institutions used index products to create highly efficient—and effective—portfolios. Thanks to ETFs, advisors can now construct their own portfolios using the same techniques and tools. In this session, you'll learn:

• How to build portfolios and find non-correlated assets in a highly correlated world
• Why evaluating risk and expected return like a pro is the key to success
• How to pick the right ETFs for a sophisticated asset-allocation strategy

This special session is limited to 150 registrants and will feature some of the most successful ETF model portfolio managers in the country. The session is designed to provide attendees with a complete introduction to how these managers construct portfolios, interact with clients and provide strong returns to other advisors looking to build their practice.

Presentation: ETF Model Portfolio Providers: The Next Wave of Growth – To kick things off, IndexUniverse's Matt Hougan and Katharine Earhart of iShares Connect will review recent growth in the ETF model portfolio space and discuss how investors should approach due diligence when selecting a manager.

Panel Discussion: Building Portfolios in a Challenging Environment – Three of the world's leading ETF model portfolio providers will discuss how they approach building portfolios in today's challenging environment.

In-Depth Roundtable Discussion: The room will break out into small groups, where our carefully selected ETF model portfolio providers will engage in in-depth discussions and answer your questions about building portfolios, building a business and working with third-party portfolio providers.

Traditional equity investing focuses on market-cap differences and the growth-value spectrum. With dozens of ETFs available on these axes, there's little danger this approach will fade. Increasingly, however, sophisticated tactical investors focus on industry sectors, above all else. In this session, both approaches will be examined. Topics include:

• Lowering risk and raising returns: the latest research on strategic size, style and sector investment strategies
• Rotation and tactical trigger approaches, including strategic ideas that are working today
• How to choose the best size/style/sector ETFs

From the hidden costs of indexing to the debate around whether South Korea is an emerging market, index issues are top of mind for investors these days. This 50-minute session will take an in-depth look at index construction, the role of self-indexing and how advisors should approach choosing the best broad-based index for their clients. Topics will include:

• What is an emerging market in a globalized society?
• How to evaluate competing index providers
• What\'s the best global index … and why does index choice matter?

Investors are increasingly clamoring for exposure to frontier markets as they search for the next BRIC. But do frontier markets really offer the kinds of opportunities that emerging markets offered in the early 1990s, or do the risks outweigh the benefits, and are emerging market countries still the best bet? Topics to be covered include:

• Distinguishing "Emerging" from "Frontier"
• Best country exposures for today
• Finding the best emerging markets and frontier markets ETFs

For years now, people have been exploring the concept of actively managed ETFs. The idea seems to offer limitless investment possibilities. Yet major challenges still remain. During this 50-minute session, we will explore the possibilities of actively managed ETFs, including the pros, cons and hurdles of this intriguing marketplace. Topics to be covered include:

• The major regulatory hurdles facing active ETFs
• Market review: Which active ETFs are seeing success and why?
• Where does active work? The most attractive areas of the market for active investors