ETF Portfolios Summit 2016 Wednesday 11th May 2016 Hosted by ETF Strategy & London Stock Exchange 08.25 – 08.55 Registration and Networking breakfast 08.55 – 09.00 Welcome introduction Pietro Poletto, Head of ETF & Fixed Income Markets, London Stock Exchange 09.00 – 09.30 UBS Andrew Walsh, Executive Director, Head UBS ETF Essentials of passive sustainable investing UK & Ireland KEYNOTE - Growing importance of sustainable investing - Sustainable indexed investing Florian Cisana, Director, UBS ETF UK & Ireland - Implementation aspects - Portfolio applications: Example of decarbonized exposure 09.30 – 09.50 First Trust Eric Anderson, Vice President & Senior Portfolio 'Smarter' portfolio construction with smart beta ETFs Manager, First Trust - Introduction to fundamentally weighted AlphaDEX methodology - Constructing portfolios using AlphaDEX building blocks - Exploring the benefits of country rotation strategies 09.50 - 10.10 WisdomTree Europe Viktor Nossek, Director of Research, WisdomTree ETF strategies for geopolitical uncertainty and sub-zero rate risks Europe - Major macro risks in 2016 - "Brexit": Lessons from "Grexit" in 2015 and "Scottit" in 2014 - Sub-zero Rates: Distortions in credit markets and implications for equities - EM Producer Deleveraging: Yield premium in equities 10.10 - 10.30 Lyxor Chanchal Samadder, Head of UK & Ireland ETF Building an Emerging Markets allocation using ETFs Sales, Lyxor - Are Emerging Markets set for a comeback in 2016? - Navigating high levels of dispersion among Emerging Markets: the end of acronym investing - Precision targeting with ETFs: regional, single-country and style exposures 10.30 - 10.50 ETF Securities Nitesh Shah, Director, Commodities Strategist, ETF A contrarian approach to traditional allocation strategies with commodity ETPs Securities - Despite the last 5 year rout, an exposure to commodities in a balanced or growth portfolio can still benefit investors with a long-term investment horizon - A contrarian allocation strategy applied to commodity ETPs improves investors’ overall return - A “long-short” version of the contrarian model provides an effective protection against commodity market downturns and enhances the portfolio risk/return profile 10.50 – 11.15 Networking break 11.15 – 11.50 Panel Session Stuart Doole, Head of New Product Development The underlying index: The investment engine behind an ETF Research, MSCI - Trends, innovation and developments in ETF indices: China, ESG/Low Carbon, Factors/Smart Gareth Parker, Senior Director, Index Research, Beta, Currency-hedging Design and Development, FTSE Russell - Importance of index design and methodology Henry Cobbe, Director & Head of Research, Elston - Choosing the right index to achieve a desired investment objective Consulting (MODERATOR) 11.50 – 12.10 MoneyFarm Marco Jean Aboav, Macro Portfolio Manager, A digital approach to asset & wealth management (robo-advisor case study) MoneyFarm - Why: our vision - What: our mission - How: investment strategy 12.10 – 12.50 Panel Session Robert Ferguson, Chief Commercial Officer, IG ETF Managed Portfolios and ETF Investment Strategists Investments - ETF model portfolio design and construction: strategies and approaches Bill Vasilieff, Chief Executive, Novia Financial - ETF portfolio management: practical implementation insight Steven McGregor, Investment Director, Price Bailey - Platforms and distribution James Dougall, Managing Director, Secure Wealth - Robo advisors Management - Industry trends and the changing advisor landscape Chris Flood, Reporter, Financial Times (MODERATOR) 12.50 – 13.45 Networking lunch.