Cboe is one of the world’s largest exchange holding companies, offering cutting-edge trading and investment solutions to investors around the world. Cboe offers trading across a diverse range of products in multiple asset classes and geographies, including options, futures, U.S. and European equities, exchange-traded products (ETPs), global foreign exchange (FX), and multi-asset volatility products. Our trading venues include the largest options exchange in the U.S. and the largest stock exchange by value traded in Europe. In addition, the company is the second-largest stock exchange operator in the U.S. and a leading market globally for ETP trading.
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We are privileged to manage more than $954.8 billion in assets on behalf of clients worldwide (as of March 31, 2019 ). We have: Specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies. Over 7,000 employees focused on client needs across the globe. Proximity to our clients with an on-the-ground presence in 25 countries. Solid financials, an investment grade debt rating, and a strong balance sheet.
Syntax Advisors provides investors with rules-based, diversified exposure to business risks via products that track Syntax Stratified Weight Indices. Syntax Indices are a new class of indices that reweight the most widely-used benchmarks, including the S&P 500, S&P 400, and MSCI EAFE using the Stratified Weight methodology to deliver a diversified return across all of the business opportunities in a benchmark rather than just the largest.
Chapman and Cutler consistently develops innovative and practical legal solutions for complex financial transactions. In addition to traditional financings, we are widely recognized for our experience in specific areas of finance, including leveraged leasing and other lease finance, asset securitization, and pooled investment products including defined portfolios and mutual funds. As part of our finance-oriented practice, Chapman represents creditors, indenture trustees and other financial market participants in bankruptcy proceedings, workouts and restructurings.
Navigating the ever-expanding ETF ecosystem is best done with a team of experts devoted to client experience and the health of global market structure. Providing services across listings, indexing and regulation, the Nasdaq ETF team works with sponsors, market makers, traders, industry thought leaders and day-to-day data seekers to provide the technology and partner talent necessary to move each and every ETF venture forward.
Ropes & Gray’s asset management practice advises sponsors that represent more than half of all assets under management in the ETF industry. Our team has in-depth knowledge of the evolving business, operational and regulatory landscape ETF managers face. We have experience with a full range of ETF strategies, providing solutions and practical business advice in connection with product design, operation and fund governance, SEC exemptions, and cross-border regulatory compliance. The ETF industry is rapidly expanding across the globe and the impact of regulation has lent itself to opening up new avenues for sales of ETFs. Consequently, we work with our clients to develop innovative products which are first to market. We currently represent 3 of the 10 largest ETF complexes in the country and are advising a number of clients with applications for exemptive relief to launch.
State Street Corporation is the leading global provider of ETF services, currently servicing 62% of assets under custody. A pioneer in the ETF industry, State Street has assisted our clients with many “firsts” through innovation and deep expertise. State Street’s end-to-end ETF service offering, TotalETFSM, is the only global solution that helps you manage uncertainty, capitalize on opportunities, and enhance the value of your services in all major global ETF markets. For more information visit www.statestreet.com or contact Frank Koudelka at firstname.lastname@example.org.
State Street Global Advisors serves governments, institutions and financial advisors with a rigorous approach, breadth of capabilities and belief that good stewardship is good investing for the long term. Pioneers in index, ETF, and ESG investing and the world’s third largest asset manager, we are always inventing new ways to invest.
The Association of the Luxembourg Fund Industry (ALFI) is the representative body of the Luxembourg investment fund community created in 1988. The Luxembourg fund industry is the largest fund domicile in Europe and a worldwide leader in cross-border distribution of funds. Luxembourg-domiciled investment structures are distributed in more than 70 countries with a particular focus on Europe, Asia, Latin America and the Middle East.
FlexShares® leverages research and investment expertise across disciplines to offer new, insightful solutions designed to address actual investor goals. Each strategy is purposefully matched with a core investment objective: growing assets, managing risk, generating income or managing liquidity. FlexShares ETFs are engineered from the ground up including collaborating with an index provider to build the appropriate index that is designed to produce persistent return attributes while emphasizing transparency and cost efficiency in order to deliver alternative index strategies. We intensely focus on identifying and delivering unique insights not already priced into the market. Investors can benefit from our dedication to advancing the science of index design and transparency we deliver through our outcome-oriented ETF solutions for the long-term investor. For more information, please visit www.flexshares.com.
FastINDX™ is a revolutionary cloud-based platform for lifecycle management of Indexes and Portfolios. The solution automates (1) Backtesting and Research (2) Operations – Reviews, Rebalancing (3) Factsheets and Publications. The platform comes pre-loaded with reference and market data (FactSet, Refinitiv) for global equities dating back to 1984.
FastINDX™ is powered by over a decade of data analytics and machine learning experience by Fuzzy Logix, with offices in Charlotte, Bangalore, and Hong Kong. More details at www.fastindx.com.
Founded in 2002, the Chartered Alternative Investment Analyst (CAIA) Association is the global authority in alternative investment education. The CAIA Association is best known for the CAIA Charter®, an internationally recognized finance credential and the gateway to a network of more than 10,000 alternative investment leaders in more than 95 countries.
To reserve your sponsorship, or if you have any questions, please contact:
President, Capital Markets Strategies
Managing Partner, Founder, ETFGI