etfLIVE Europe

Having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, Matt is now responsible for the day-to-day management of one of the UK’s largest online investment platforms.

With experience managing a discretionary fixed income fund and managing multi-asset funds across a four-person team, Matt is a CFA chartholder with a first class Masters degree in Mathematics from the University of York.

Matt is currently Fund Manager at AJ Bell Funds.

Collaborating with a number of clients in the portfolio solutions space, Allan spearheaded BlackRock’s iShares investment research initiative in Europe.

Before joining iShares in 2008, Allan spent three years within the Active Fixed Income business at Barclay’s Global Investors focusing on a range of trading strategies in the rates and credit arena.

In his rookie years in the early 1990s, he learnt the craft of stochastic calculus as a derivatives specialist at Banque Paribas, before being recruited to head up JP Morgan’s Equity Derivatives Models team.

Allan is currently Founding Partner of the FinTech startup Algo-Chain and Twenty20 Investments.

Rick spent most of his career in senior leadership roles with The CME Group (“CME”), a leading provider of benchmark futures and options products and an innovator in futures trading.

At CME, Rick held the post of Managing Director, Products and Services. In this role he led global sales, product development, and strategic global growth initiatives. He played an integral part in the transition of CME’s ownership stake in Dow Jones Indexes to the S&P Dow Jones Indices joint venture.

He also held senior positions in CME’s index products division.

Rick is currently CEO at the Index Industry Association.

Helen has worked in financial markets for over 17 years. She founded her own macroeconomic consulting firm, BlondeMoney, in 2017. Her team provides expert analysis on financial markets and politics.

Previously, she was Head of Currency Alpha for State Street Global Advisors. She started her career in Foreign Exchange at Merrill Lynch. Helen has also worked as an adviser to former Chancellor of the Exchequer George Osborne during the financial crisis.

She is a keen mentor, helping Chinese entrepreneurs as part of Goldman Sachs 10000 Women initiative.

Helen is currently CEO at BlondeMoney.

Alan co-founded SCM Direct, the actively managed pure ETF investment manager, in June 2009.

In 2012 Alan co-launched the True and Fair Campaign, calling for an end to rip offs and dubious practices in the UK investment and pension industry.

Prior to SCM, Alan was co-founder and CIO of New Star Asset Management from 2001-2007; and prior to New Star, he headed the High-Performance Team at Jupiter.

He is a qualified accountant; as well as an alumnus of the London Business School.

Allan is currently Co-Founder & Chief Investment Officer at SCM Direct.

Oliver is an Investment Director and a member of the Sandaire Investment Committee.

He is involved in all aspects of the investment process with a particular focus on tactical asset allocation recommendations.

Oliver joined Sandaire In October 2019 after three years at IG Group, where he launched an online wealth management platform.

He has 15 years’ industry experience, including, leading the UK Portfolio Construction team at Julius Baer, and working as an Emerging Markets portfolio manager at Sarasin & Partners.

Oliver is currently Investment Director at Sandaire.

Patrick began his career as a fund manager at Standard Life. He subsequently focussed on derivatives, and worked at Merrill Lynch, J.P. Morgan and ABN Amro (RBS). He joined BlackRock iShares in 2010.

In his time there, UCITS AUM grew from $80bn to $350bn. Patrick played a key role in the expansion of FI ETF usage on both buy and sell sides, raised seed and support to successfully launch over 150 funds and pioneered the ETFs vs. Futures campaign which raised over $35bn in ETF assets.

He is a self-confessed ETF evangelist.

Patrick received Masters degrees from the Universities of St Andrews and Stirling, attended Trinity College Dublin and was a Scholar at the University of Pennsylvania.

Patrick is currently ETF Consultant at Aberdeen Standard Investments.

Rumi is responsible for ETF research, fund due diligence and selection.

He plays a lead role in shaping how Nutmeg executes its investment ideas in portfolios, providing in-depth index and ETF research to senior portfolio managers in order to allow us to effectively implement our asset allocation.

He joined in early 2017 from the Bank of New York Mellon, where he was an analyst in Global Securities Operations. Prior to that he worked in the energy sector at Royal Dutch Shell.

Rumi holds a master’s degree in Engineering from the University of Manchester.

Rumi is currently Investment Analyst at Nutmeg.

Irene is a founding partner and CIO of Twenty20 Investments and is a leading specialist in innovative portfolio construction models which control target risk while optimising the portfolio's returns.

Previously, Irene was leading a client solutions role at iShares, BlackRock, providing portfolio solutions for their Client Group, along with insights gained from a rigorous ETF investment research process.

Prior to that, Irene gained experience across Actives and Passives, at various roles within iShares, BlackRock, and in the Active Fixed Income business at Barclays Global Investors.

Irene has a degree in mathematics from the University of Augsburg, Germany, completing her doctorate thesis in numerical mathematics at the University of Heidelberg.

Irene is currently CIO and Founding Partner at Twenty20 Investments.

Brian Higgins, Partner Asset Management and Investment Funds, Dillon Eustace, Dublin.

Brain is a partner in the Asset Management and Investment Fund practice of Dillon Eustace.

He advises on the structuring, establishment and operation of the full spectrum of investment funds including ETF’s and on the establishment and operation of UCITS management companies and AIFMs.

He also advises asset managers and fund service providers (including administrators and depositaries) on carrying on business in Ireland.

Brian is a member of the Council of Irish Funds and is a former Chair of Irish Fund’s Legal and Regulatory Working Group.

Brian is currently Partner at Dillon Eustace.

John Reade joined the World Gold Council in February 2017 as Chief Market Strategist and Head of Research.

John is responsible for producing strategy and developing insights on the gold market and engaging with leading economists, academics, policy makers, fund managers and investors on gold.

John has over 30 years’ experience in the gold industry, most recently as a partner and gold strategist with Paulson & Co.

John has a degree in Mining Engineering from the Royal School of Mines, a constituent of Imperial College, London.

John is currently Chief Market Strategist and Head of Research at World Gold Council.

Ciaran Fitzpatrick has been with State Street since 2007, after spending 4 years with Investors Bank and Trust which was acquired by State Street.

He has over 18 years of experience in the financial services industry and is the Managing Director responsible for the overall ETF product strategy for new and existing clients in Europe.

Previously to servicing ETFs, Ciaran serviced equity, derivatives, fixed income multi-currency funds.

Ciaran received an Honours Degree in Business and Finance from the Dublin Institute of Technology in Dublin, Ireland.

Ciaran is currently Managing Director and Head of ETF Servicing Ireland at State Street.

Claire is the founder of humane investment platform Beyond Investing. She is a vegan and environmentalist with 34 years’ experience in finance and investment at top-tier banks and investment houses, including UBS and Albourne Partners.

Based in Switzerland, Claire is the founder of Beyond Cruelty Foundation, formed to campaign for zero animal exploitation and to fund safe havens for animals.

Previously, Claire was a research analyst, partner and shareholder at alternatives advisory firm Albourne Partners, covering managers globally across systematic quantitative equity, convertible and volatility and hedging strategies.

From 1986 to 1998 Claire was employed at various UBS group companies as a derivatives broker, marketer and structurer. Claire started her career in 1985 as a credit analyst at Chase Manhattan Bank after completing a Masters program in Chemical Engineering and Management at Imperial College, London.

Claire is currently CEO at Beyond Investing.

Sean Tuffy is the Head of Market and Regulatory Intelligence for Securities Services. In this capacity, Sean leads a team responsible for analyzing and articulating the impact of the global market and regulatory developments of strategic interest to the asset management industry.

Sean also serves as editor-in-chief of Citi Securities Services Insights, which is a website dedicated to providing institutional investors with insight on current market and regulatory developments affecting their businesses.

Based in Dublin, Sean has 20 years of experience in the cross-border fund industry. Sean joined Citi in 2017, prior to which he worked at Brown Brothers Harriman where he was the Head of Strategy for Europe and Asia. Additionally, Sean established and oversaw its Global Regulatory Intelligence discipline, including founding the well-respected “On The Regs” blog.

Sean holds a Bachelor of Science in Business Administration from The University of Mary Washington.

Sean is currently Director, Head of Market & Regulatory Intelligence, Securities Services at Citi.

Roberto Lazzarotto is Head of Sales and Marketing at the global index provider STOXX Ltd and co-head of sales of the newly formed Qontigo.

Roberto is responsible for the distribution and promotion of innovative new index concepts and analytic so-lutions across all asset classes branded STOXX, DAX and Axioma to a variety of institutional clients.

Prior to joining STOXX, Roberto led Institutional Sales for Equity Derivatives at UniCredit Bank AG. Roberto has over 20 years of experience in the capital markets industry, primarily in the investment bank-ing divisions of SBC Warburg and Merrill Lynch, where he held several senior positions.

Serving an institu-tional clientele, he has developed expertise in the field of cross assets derivatives and convertible bonds to the benefit of traditional and alternative portfolio management.

Roberto is currently Senior Managing Director - Global Head of Sales Index at STOXX.

Adriano Pace is a managing director at Tradeweb, head of Equities (Europe). Since joining the firm in 2010, Adriano has been instrumental in developing and running the equity derivatives and European ETF client-to-dealer platforms.

After starting his career with a three year spell on the equity futures and options desk at Union Bank of Switzerland, he moved to Credit Suisse First Boston where he became a director in the equity derivatives division.

Then, as a director of the global equity derivatives desk at Deutsche Bank AG, Adriano was responsible for the sales coverage of UK institutional clients in all flow derivatives. In 2006 Adriano joined consultancy ‘lucidate’ and was responsible for financial training in the areas of derivative markets, derivative and volatility products, fund management trends and portfolio strategy.

Adriano holds a B.A. in economics from Kent University and an MsC in economics with finance from Bristol University.

Adriano is currently Managing DirectorHead of Equities (Europe) at Tradeweb.

William “Will” Rhind is the Founder and CEO of GraniteShares.

GraniteShares is an independent tech enabled Exchange Traded Fund (ETF) company built for investors seeking simple, cost effective access to differentiated investments.

Graniteshares recently launched Europe’s first Single Stock ETP platform on the London Stock Exchange providing 22 ETPs (3x Leveraged Long and Short) on some of the UK’s most popular blue-chip companies. Graniteshares is backed by leading Fintech VCs such as Bain Capital Ventures and Clocktower Technologies.

Will has built and managed businesses in the ETF market for almost his entire career and held positions at firms such as iShares, World Gold Council & ETF Securities. Will is regularly featured in media outlets such as Fox, CNBC, Bloomberg, WSJ, Barrons.

Will is currently Founder & CEO at GraniteShares.

Michael John (“MJ”) Lytle is CEO of Tabula Investment Management. Tabula is focused on offering investors precise tools for fixed income exposure.

Previously MJ was a founding partner in Source, an investment manager focused on the creation and distribution of ETFs. Source was purchased by Invesco in 2017.

Prior to Source, MJ spent 18 years at Morgan Stanley with a variety of roles across corporate finance, capital markets origination, trading, sales, equity, fixed income, private wealth and technology strategy.

MJ has a BA in Economics and Government from Dartmouth College with further studies at the London School of Economics.

Michael is currently CEO at Tabula.

Dave has over 30 years experience and expertise in operations, technology and finance, primarily in investment services and investment banking.

Dave guides the strategy and development of Truss Edge, delivering complete infrastructure solutions to investment managers. Dave is excited to help investment firms significantly improve their environments and support their success.

Dave has found that a great team of people are not only are the key to these accomplishments, but they are most enjoyable to work with.

Dave is currently Chief Strategy Officer at Trussedge.

Hector is a veteran of the ETF industry, establishing Susquehanna’s ETF desk in Europe, before co-founding ETF Securities in 2005.

In 2011, Hector founded Boost ETP with Nik which, in 2014, became WisdomTree Europe with Hector as co-CEO.

He has since set up Europe’s first independent ‘white label’ ETF platform, HANetf, with business partner Nik Bienkowski, which will provide asset managers with a turnkey solution to enter the European ETF market.

Hector is currently Co-Founder and Co-CEO at HANetf.

Jason is an experienced financial professional, with over 10 years’ experience in the ETF industry and more than 20 years’ in financial markets.

In 2008, Jason joined iShares capital markets where he was responsible for ETF business development and relationship management with investment banks and liquidity providers across EMEA.

In 2013 Jason joined Tradition, one of the largest inter-dealer brokers, where he traded US and European ETFs with banks, market makers and buy side clients.

Jason then joined Source ETFs where he was Director, UK coverage and business development.

Jason is currently Director, Capital Markets and Business Development at HANetf.

Aye M. Soe is Managing Director, Global Head of Product Management at S&P Dow Jones Indices (S&P DJI).

Aye heads up the Product Management Group, which has global responsibility for the commercial success of each of S&P DJI’s product lines: U.S. Equity, Global Equity, Fixed Income, Commodities, Real Assets, Strategy, and Custom Indices, as well as Data.

Prior to this role, Aye headed up the Americas research team. The group is responsible for conceptualization, research, and design of core and quantitative equity, fixed income, commodities, volatility (VIX® futures based), multi asset, environmental, social, and governance (ESG), and alternative asset strategy indices.

Aye is a frequent contributor to financial media outlets such as The Wall Street Journal, Financial Times, The New York Times, Bloomberg, Barron’s, and CNBC. Her research papers have been published in peer-reviewed practitioner journals such as Journal of Investing, Journal of Index Investing, and Journal of Investment Strategies.

Aye is also an Adjunct Professor of Finance at Hofstra University’s Frank G. Zarb School of Business.

Aye is currently Director, Managing Director, Global Head of Product Management at S&P Dow Jones Indices.

USD6.35 trillion. That's the total recorded value of assets in the global ETF and ETP industry from early 2020, according to ETFGI. In Europe alone, ETFs are now worth over USD1 trillion.

This phenomenal growth is driven by the liquidity, transparency and low cost of the ETF, whose underlying investments can range from core vanilla indices to thematic indices in the ESG or robotics sector, or even the medical marijuana industry. Investment managers of all types can gain exposure to a basket of shares in a theme of their choice, through the purchase of the appropriate ETF.

We’ve designed this unique three-day digital summit to connect investors, fund managers and issuers interested in answering the question: what can ETFs add to existing portfolios?

The first quarter of 2020, in what should have been a year of celebration for the ETF industry, saw the sector facing extraordinary market conditions. This panel will discuss the opening months of 2020 and the range of ETFs available — from smart beta, factor-based investment, to exposure to vanilla indices, to short and leveraged with which to meet challenges and opportunities.

Matt Brennan, Fund Manager, AJ Bell Funds

Alan Miller, Founder & CIO, SCM Direct

Patrick Mattar, Aberdeen Standard Investments

Beverly Chandler, Managing Editor, ETF Express (moderator)

Early 2020 gave ETF market makers and authorised participants every chance to show what they were made of as volatile markets caused huge spikes in turnover. This panel will discuss ease of trading; relative merits of exchange or platform trading; the RFW process; transparency and liquidity issues and the role of APs and market makers.

Rumi Mahmood, Investment Analyst, Funds, Nutmeg

Will Rhind, Founder & CEO, GraniteShares

Adriano Pace, Managing DirectorHead of Equities (Europe), Tradeweb

Jason Griffin, Director, Capital Markets and Business Development, HANetf

Beverly Chandler, Managing Editor, ETF Express (moderator)

Launched in 2000, ETF Express is a daily, live, digital service, bringing news, features, interviews and analysis in real time on the vibrant ETF industry. This is our inaugural European event, and we're expecting a massive showing of top GPs and LPs from across the globe.

100% of our sponsorship slots are now filled! We're grateful for all the interest we've received, and are excited to welcome our current sponsors onboard.

If you'd like to receive more information about sponsorship for further events, please get in touch using the link below.

Missed this event? Sign up for our next event in October!Learn More

See what happened at