The Evolution of Investing: How to Stay Active in a Passive World

Date Thursday April 4, 2019 11:30 am
Location Wine and Wall, San Francisco
Description While the impacts of MIFID II are most keenly felt by small and midcap companies, the continued rise of, and changes to, passive investing will affect all public companies. There is currently over $6 trillion invested through ETFs and this figure is expected to double in the next 4-5 years. Doug Yones, Head of Exchange Traded Products for the NYSE,  will be moderating an all-star panel of key passive fund managers from BlackRock, State Street and Invesco. All three firms agree that the traditional definition of passive investing no longer holds true, as many fund managers are making active decisions to screen companies for their funds; many based on metrics (ex. ESG) compiled by third parties that may or may not have been tabulated with insight from the companies themselves.  Come join us for this engaging discussion and learn new insights on how to engage with these companies throughout the year, and not just as part of the annual proxy process. It is imperative for IROs and CFOs to actively engage in dialogue with these companies throughout the year, and not just as part of the annual proxy process.
Speakers Moderator: Doug Yones, Head of Exchange Traded Products, New York Stock Exchange
Panelist:  Global Head of Research, ETFs and Index Investments, BlackRock
Panelist: David LaValle, US Head of ETF Capital Markets at State Street Global Advisors
Panelist: Eric Pollackov, Global Head of ETF Capital Markets, PowerShares by INVESCO
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