Inside ETFs Conference to Focus on 'Changing Times'
The four-day conference will include many notable speakers including Ric Edelman, Joe Duran, Michael Lewis and Joe Montana.
“Changing times, solutions defined” is the tagline for this year’s Inside ETFs conference, which begins Sunday in Hollywood, Florida, and runs through Wednesday.
The conference aims to offer the roughly 2,300 attendees “a fresh perspective on the future of investing,” which can be especially valuable at the time of rising market volatility, slowing global economy and continued political conflict both domestically and internationally.
“Staying nimble” is key to managing market volatility and rising risks, says John Swolfs, CEO of Inside ETFs, who ascended to the job about a year ago.
The Inside ETFs organization surveyed 1,000 financial advisors, industry experts and thought leaders to develop the themes at this year’s conference, which include the state of the global market, the competitive environment for advisors and asset managers as fees decline and client needs change and the latest trends, such as ESG investing robotics and AI.
The conference kicks off with a keynote from Ric Edelman, chairman of financial education and client experience at Edelman Financial Engines, who will discuss how advisors can build a planning practice for the 21st century.
Other speakers include United Capital CEO Joe Duran, talking about the client experience, Nobel Prize-winning economist Robert Shiller on financial bubbles and hedge fund manager Paul Tudor Jones II on ESG investing.
American politics will be the focus of conversations with Michael Lewis, whose latest book, “The Fifth Risk,” focuses on the Trump presidency and with former chairs of the Democratic and Republican National Committees Donna Brazile and Michael Steele.
Joe Montana, former San Francisco 49ers tight end and three-time Super Bowl MVP, will offer his lessons about teamwork and performance under pressure.
As always, the conference will include multiple sessions on investing, practice management and the future of ETFs, including passive and active stock and bond funds and a rapid fire “battle of the ETF Pundits” espousing their choices for the best new ETFs among the hundreds launched the previous year.
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