June 2015 | Chicago
Bringing Together the Best of the ETF Community
to Optimize Distribution & Product Development


A Forum for ETF Strategists, ETF Sponsors,
Financial Advisors, and Platforms

"The ETF Managed Portfolio Summit was an exceptional event -bringing together Portfolio Strategists, Service Providers and Financial Advisors in an intimate setting and sharing industry best practices."
— Brian J. Sullivan, Vice President, BRAVER CAPITAL MANAGEMENT
"It was an outstanding opportunity to network with some of the industry's thought leaders, and gain some new insights on the trends that will be driving the evolution of the ETF solutions industry going forward."
— Randy Bullard
Sr. Managing Director- ETF Solution
"I found the structure, content and attendees to be engaging and extremely productive. We will be clearly participating in the future."
— John E. Coyne
"The conference was good at recognizing the emerging growth of ETF Managed Portfolios and the continuing role they could play in the marketplace."
— John Thompson
Head of Investment Solutions, HEWITT ENNISKNUPP
"With an impressive roster of industry experts, the ETF Managed Portfolio Summit provided enlightening insights into this rapidly growing segment of the ETF industry. It was an exceedingly educational and well-run event that I will attend in the future."
— Brendan Ahern
Managing Director, KRANESHARES
"The opportunity to learn from your peers and enhance your network was beneficial during this event."
— Mitch Reiner
Principal and Managing Partner, WELA STRATEGIES
"I was extremely impressed with the level of participation from some of the most respected thought leaders in the ETF Managed Portfolio space and beyond. Hedgeable was proud to be part of the discussion."
— Hunter Ward
Head of Sales & Distribution, HEDGEABLE
"The ETF Managed Portfolio Summit provided a great opportunity to network with industry experts and receive valuable insight into today's pressing issues and best practices."
— Tim Friday, Group CEO, Mid Atlantic Capital Group; President, MID ATLANTIC TRUST COMPANY
"The content of the presentations and the quality of the speakers made it well worth attending‎."
— Robyn E. Graham
Vice President, Institutional Services/Associate Portfolio Manager
"The ETF Managed Portfolio Summit gets better each year - I am looking forward to participating again next year."
— Brian J. Reilly, VP, ETF Sales and Relationship Management
"An intimate gathering that provided some new ideas and though leadership to the growing (and complex) ETF strategist arena".
— Brooks Friederich, Director, Fund Strategist Portfolios

Thank you to all those who made the 2nd Annual
ETF Managed Portfolio Summit a success!

We expanded our community by including even more RIAs, innovative platforms and new products. The speaker faculty brought a wealth of insights, tools and industry expertise to our audience.

Highlights included:
  • 6 back-to-back presentations on different model portfolio strategies from six emerging managers
  • An additional 6 rapid-fire presentations on new products, including MLPs, European Recovery and Currency hedging from six leading strategists
  • Two presentations on the disruptive power of ETFs for the 401(k) market
  • Insight into institutional investors' inclination toward integration, as well as advanced trading tactics for ETFs
  • An insightful debate on indexes and creating benchmarks from dueling viewpoints
We look forward to continuing our mission to highlight the further growth of ETF Managed Portfolios. Stay tuned for booking details for 2015, and see you then!


  • A diverse range of strategies and new product development tactics — six emerging managers and six leading strategists in a series of ten-minute, rapid-fire presentations
  • First-hand intelligence from advisors — what products and strategies clients are favoring
  • Institutional investors — understanding how they are integrating ETFs into their portfolios
  • Creating new benchmarks — comparing fundamental, alternative-weight and "smart beta" indices
  • 401(k) market — two case studies on building out all-ETF platforms for the retirement market