2012 Agenda |
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TUESDAY, DECEMBER 11, 2012
8:00 a.m. - 8:55 a.m.Registration & Breakfast
8:55 a.m. - 9:00 a.m.Welcoming Remarks
9:00 a.m. - 10:20 a.m.Introduction to ETF Trading & Live ETF Trading Workshop
In this extended opening session, we will offer a complete overview of ETF trading, including how to get best execution for all of your ETF trades. This interactive workshop will examine the differences between trading traditional securities and ETFs, including evaluating underlying liquidity, understanding the creation/redemption process and identifying the best partners in minimizing transaction costs.
The panel will go into practical, useful detail on evaluating the true "fair" price of any ETF, how to work around low underlying liquidity at the basket level, and real-world strategies for assessing and limiting market impact from large orders. Investors will leave this session better equipped to use ETFs in any portfolio, regardless of market conditions. Additional topics covered will include:
Session Leaders:
10:20 a.m. - 10:50 a.m.Morning Networking Break
10:50 a.m. - 11:40 a.m.ETF Options Strategies: Keeping Your Options Open
Options are often used by investors to capture noncorrelated returns or to boost income. This session will help investors put ETFs and ETF options to work within their portfolio. We will provide a complete introduction on how to use ETFs and ETF options to add noncorrelated returns to a portfolio. Walk away with ideas you can use today, including:
11:40 a.m. - 12:30 p.m.Leveraged & Inverse Trading Strategies
Leveraged and inverse ETFs are often portrayed as poor choices for long-term investors. Sophisticated traders, however, know that they offer one of the most efficient means of capturing short-term market moves. This panel will consider: how leveraged and inverse ETFs can be used correctly in simple and effective trading strategies. Topics include:
12:30 p.m. - 2:00 p.m.Keynote Luncheon Address: Technical Analysis with Dorsey Wright
Tom Dorsey is a legendary technical analyst and one of the foremost investors and traders of our time. In this lunch keynote session, Dorsey will explain how technical analysis and technical trends can help mitigate risk for ETF investors. Topics include:
2:00 p.m. - 2:50 p.m.ETF Arbitrage & High-Frequency Trading
In this unique panel, the world's leading high-frequency traders will explain how HFT and ETF arbitrage strategies work. Understand what's going on behind the curtain and how HFT impacts you as an investor and trader. Topics include:
2:50 p.m. - 3:40 p.m.Volatility: Friend or Foe?
Volatility-linked ETFs and ETNs have been one of the fastestgrowing corners of the exchange-traded-product market over the past year. Do these funds give investors the returns they expect? More fundamentally, how can you best capture and play volatility trends in the marketplace? Topics include:
3:40 p.m. - 4:10 p.m.Afternoon Networking Break
4:10 p.m. - 5:00 p.m.Macro-Driven Trading: Strategic Investments With ETFs
In today's volatile environment, risk-on/risk-off investors are increasingly turning to ETFs to implement strategic, macro-driven trading strategies. This 50-minute panel discussion will feature leading advisors explaining how they take in macroeconomic, political and news-related data and use them to generate effective trading strategies using ETFs.
5:00 p.m. - 5:50 p.m.Fixed Income In Focus: Identifying Opportunities, Executing Trades
With interest rates at record lows, QE3 in full flower and the U.S. facing a fiscal cliff, finding and executing the best fixed-income strategy is a high priority for 2013. This special "In Focus" session will feature leading minds on fixed-income ETFs and liquidity discussing how investors can use ETFs effectively to navigate the fixed-income challenges that lie ahead. Topics include:
6:00 p.m. - 7:30 p.m.Cocktail Reception
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| Sponsor Opportunities |
| If you're interested in sponsorship opportunities please contact: Foster Wright fwright@indexuniverse.com 646-867-4481 |
| Speaker Opportunities |
| If you're interested in speaking opportunities please contact: John Swolfs jswolfs@indexuniverse.com 415-659-9023 |
| 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: Lindsey Markewitz lmarkewitz@indexuniverse.com 415-659-9012 |



























