Featured speakers

Bob
Bob Pisani
Author, former CNBC Senior Markets Correspondent, formerly at CNBC
SESSION
Placeholder How and why asset managers are turning to custom indexing
Hester
Hester Peirce
Commissioner, SEC
SESSION
Placeholder How and why asset managers are turning to custom indexing
Kara
Kara Swisher
Author, Journalist, and Podcast Host, CNN Contributer, Podcast host of Pivot and On with Kara Swisher
SESSION
Placeholder How and why asset managers are turning to custom indexing
Jeffrey
Jeffrey Sherman, CFA®
Deputy Chief Investment Officer, DoubleLine
SESSION
Placeholder How and why asset managers are turning to custom indexing
Jan
Jan van Eck
CEO, VanEck Funds
SESSION
Placeholder How and why asset managers are turning to custom indexing

2026 speakers

Topic
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Andy
Andy Kalbaugh
President, The Wealth Consulting Group
Practice Management
Andy Kalbaugh
President, The Wealth Consulting Group
Practice Management
Elisabeth
Elisabeth Kashner, CFA®
Director of Global Funds Research & Analytics, FactSet
ETF Study Hall
Elisabeth Kashner, CFA®
Director of Global Funds Research & Analytics, FactSet
Elisabeth Kashner, CFA, serves as Director of Global Funds Research at FactSet. Elisabeth manages FactSet’s Funds Analytics, providing classifications, ratings, and analytical data. Elisabeth’s though leadership covers industry microstructure and investor behavior. Elisabeth holds a BA from Brown University and a Masters in Financial Analysis from the University of San Francisco. Elisabeth is proud of her work with Women in ETFs, where she currently serves as a board member and as US co-secretary, and previously served as the founding co-head of the Speakers’ Bureau and San Francisco chapter.
ETF Study Hall
Dodd
Dodd Kittsley
National Director, Davis Advisors
Portfolio strategies
Dodd Kittsley
National Director, Davis Advisors
Dodd Kittsley is National Director at Davis Advisors, an independent, employee‐owned investment management firm founded in 1969. His responsibilities include managing the firm’s relationship team with advisors as well as leading the ETF business. Dodd was previously Head of ETF Strategy for DWS, Global Head of ETP Research for BlackRock and Head of Due Diligence for iShares. At BGI, he was responsible for providing thought leadership on ETF product and industry related insights. Mr. Kittsley has also held research and fund due diligence positions at State Street Global Advisors and Morgan Stanley, where he helped build one of the first independent ETF research teams in the industry. He has published extensively and is a frequent speaker at industry conferences and in the media. Mr. Kittsley earned a B.A. degree from Hamilton College and a Master’s degree from University of Houston. He holds various U.S. securities licenses, serves on FINRA’s continuing education committee and is on the editorial board for the Journal of Beta Investment Strategies. He received the Chartered Financial Analyst (CFA®) designation and is a member of CFA® Institute.
Portfolio strategies
Chase
Chase Kosinski
Account Executive, Craft & Capital
Industry conclave
Chase Kosinski
Account Executive, Craft & Capital
Industry conclave
Bryon
Bryon Lake
Global Co-Head of Third Party Wealth & Chief Transformation Officer, Goldman Sachs
Plenary sessions
Bryon Lake
Global Co-Head of Third Party Wealth & Chief Transformation Officer, Goldman Sachs
Bryon is a partner in the Client Solutions Group (CSG) within Goldman Sachs Asset Management. He serves as global co-head of Third Party Wealth and chief transformation officer for CSG. Bryon joined Goldman Sachs in 2024 as a partner. Prior to joining the firm, Bryon served as global head of ETF Solutions at JPMorgan, where he oversaw a six-fold increase in assets under management and 200 percent revenue growth, firmly establishing the firm as a leader in the active ETF space. Earlier in his career, he held leadership positions at Invesco and PowerShares, and throughout his career has developed and expanded various businesses globally. Bryon serves on the Board of Visitors of Taylor University. Bryon earned a bachelor's degree in International Business with minors in Finance and Economics from Taylor University
Plenary sessions
Lubna
Lubna Lundy
Director, Investment Product, Fidelity Investments
Industry conclave
Lubna Lundy
Director, Investment Product, Fidelity Investments
Lubna Lundy is director of investment product for Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Ms. Lundy is responsible for product strategy, development, management, and advocacy for Fidelity’s thematic and sector strategies. Prior to assuming her current position Ms. Lundy was a director of product management in Fidelity Institutional (FI) supporting platform solutions for exchange-traded funds (ETFs), mutual funds, alternative investments and 529 plans. She has been in the financial industry since 2010. Ms. Lundy earned her bachelor of science degree in risk management and insurance from St. John’s University. She also holds the Series 7, 24, and 63 licenses.
Industry conclave
Krista
Krista Lynch
Senior Vice President, Head of ETF Capital Markets, Grayscale
Portfolio strategies
Krista Lynch
Senior Vice President, Head of ETF Capital Markets, Grayscale
Krista works with Authorized Participants, ETF market makers, and digital asset liquidity providers to ensure the healthy trading of Grayscale’s ETFs and to grow the surrounding ecosystem. Prior to joining Grayscale, Krista was a Vice President at BlackRock, where she managed daily primary market trading for iShares fixed income ETFs. She first became interested in ETFs during her time at Goldman Sachs, where she gained exposure to the mechanics of the product while supporting the credit index business. Krista earned her BSA in Finance and Accounting from the University of Miami.
Portfolio strategies
Christian
Christian Magoon
Founder and CEO, Amplify ETFs
Portfolio strategies
Christian Magoon
Founder and CEO, Amplify ETFs
Christian Magoon is the Founder and CEO of Amplify ETFs. Christian has launched almost 100 ETFs and helped drive widespread ETF adoption through his advocacy and education efforts. Christian has built a track record of innovative growth throughout his career by introducing new, and often first-mover, strategies to market through his alignment with leading investment managers and index providers. Additionally, Christian has pursued timely collaborations and embraced global partnerships and acquisitions to drive Amplify ETFs' expansion. Appearing regularly on CNBC’s "ETF Edge" and other national, trade, and business press, Christian lends his insights about the latest developments in the ETF industry, sector-specific observations, as well as advancements and new offerings from Amplify ETFs. Prior to founding Amplify ETFs, Christian served as President of Claymore Securities (now Guggenheim Investments). He led product development, marketing and distribution for ETFs, unit investment trusts and closed-end funds. Christian launched Claymore’s ETF business in 2006 and it became one of the fastest growing and most innovative ETF sponsors in the industry. Christian is also the founder of Magoon Capital, LLC.
Portfolio strategies
Todd
Todd Mathias, CFA®
Head of U.S. ETF Product Strategy & Development, Franklin Templeton
Portfolio strategies
Todd Mathias, CFA®
Head of U.S. ETF Product Strategy & Development, Franklin Templeton
Todd Mathias is the Head of U.S. ETF Product Strategy & Development and is responsible for the overall vision of Franklin Templeton’s U.S. ETF platform. Todd’s team is responsible for product design, range management, and influencing product communications. With more than 18 years of industry experience, Todd partners with clients in understanding technical aspects across our ETF offerings, competitive positioning, and portfolio implementation considerations. Todd is also responsible for providing industry thought leadership and is a regular speaker at conferences and events. Prior to joining Franklin Templeton in 2016, Todd spent 6 years at BlackRock as an ETF Product Strategist based in both San Francisco and London. He partnered with distribution teams to differentiate more technical products, inclusive of the global smart beta suite.
Portfolio strategies
Thornton
Thornton McEnery
Head Editor, Moby
Industry conclave
Thornton McEnery
Head Editor, Moby
Thornton McEnery is a financial journalist and editor with experience covering markets, Wall Street, and business news. He is currently Head Editor at Moby, where he oversees content strategy and editorial operations. His previous roles include Executive Editor at The Daily Upside, Markets columnist for MarketWatch, Wall Street Reporter at The New York Post, and Executive Editor at Dealbreaker. Thornton’s work spans traditional journalism and content consulting, with an emphasis on making complex market stories clear and engaging to retail investors.
Industry conclave
Kip
Kip Meadows
Founder, Nottingham
Portfolio strategies
Kip Meadows
Founder, Nottingham
Kip Meadows is the founder of Nottingham and co-founder of ETF Lighthouse, offering consulting, operations and technology solutions for ETFs and mutual funds since 1988. He is a lifelong North Carolinian and Duke graduate with passions for sailing, aviation, his rose gardens, oil painting and ACC basketball.
Portfolio strategies
Zeno
Zeno Mercer
Head of Robotics and AI Research, TMX VettaFi
Portfolio strategies
Zeno Mercer
Head of Robotics and AI Research, TMX VettaFi
Zeno Mercer is the Lead Research Analyst at ROBO Global, which is now part of TMX Group. He leads a team that focuses on high-impact research in innovative equities and emerging technologies. He has over a decade of experience in research, due diligence, growth strategy, and partnership development across enterprise SaaS, healthcare, artificial intelligence, and robotics.
Portfolio strategies
Jennifer D.
Jennifer D. Morgan
Founder & CEO, Connective Communication, LLC
Practice Management
Jennifer D. Morgan
Founder & CEO, Connective Communication, LLC
Jennifer Morgan is a sales, presentation and technology coach, facilitator, author and keynote speaker. She is an award-winning international coach, mentor and partner who assists with up-skilling clients for real time results, over 45,000 to date. CEO & Founder of Connective Communication, LLC with 15 years working internationally in finance based in New York City. Training and coaching extend to 16+ countries. Most recently Jennifer spent 10 years at JPMorgan Asset & Wealth Management as a Sales Coach, and Global Head of Asset Management technology training, partnering to assist revenue generators with closing deals into billions of USD. Previously at Citigroup in the COO office and prior streamlined projects for measurable results at Credit Suisse. Jennifer brings a fresh perspective to every interaction and believes each communication is to be treated as the first connection. Jennifer flexes her styles based on audience need and is embarking on a new chapter into coaching full time with a mission to aid seasoned experts to those newly entering the workforce. She has measured results which incorporate neuroscience and research. She is a Certified Coach in Executive & Leadership from Columbia University, an International Coaching Federation (ICF) Associate Coaching Certificate (ACC) and holds a BA from Western Washington University in Communication, Public Relations. She has been fortunate to work with TEDx, coaching speakers to elevate their idea.
Practice Management
Adam
Adam Morgan McCarthy
Product Specialist, Kaiko Indices
Portfolio strategies
Adam Morgan McCarthy
Product Specialist, Kaiko Indices
Adam Morgan McCarthy is a product specialist at Kaiko Indices, where he drives new product development and research. Prior to this he was head of research at Kaiko, focusing on crypto market structure, derivatives, and ETF impacts since 2024.
Portfolio strategies
Alex
Alex Morris
Co-Founder and CEO, F/m Investments
Plenary sessions
Alex Morris
Co-Founder and CEO, F/m Investments
Alexander (Alex) Morris is Co-Founder and Chief Executive Officer of F/m Investments, an $18 billion asset manager, where he leads strategy, product development, and distribution for a diversified platform of ETFs and separate account strategies. Under his leadership F/m has expanded rapidly into the ETF marketplace, driving innovation starting with building the US Benchmark Series of Treasury ETFs, launching multiple market-first products designed to provide simple, liquid access to solutions designed to solve problems facing all investors, from institutions, to financial advisors, and retail investors. This includes overseeing the rollout of high-impact products — including TBIL, which has become one of the largest ultrashort Treasury ETFs, and RBIL, the industry’s first ETF dedicated to ultrashort TIPS exposure, and most recently the Compoundr Series led by CPAG and CPHY, providing re-investment and tax location in ETFs. He has also driven efforts to add new share-class structures and operational efficiencies intended to widen investor access and reduce friction for advisors. Before founding F/m’s predecessor firm, Rowhouse Capital Partners, Alex led capital markets and corporate development at Fortigent and helped create Vestmark Advisory Solutions — a platform that enabled thousands of advisors and large AUA to adopt institutional asset management services. He began his career in London in alternative investments and holds a B.S. in Chemical & Biomolecular Engineering from Cornell University. Alex appears in industry media including CNBC, Bloomberg, Yahoo!, Ignites, the Financial Times and Wall Street Journal, and is a regular presenter to industry conferences to discuss ETF structure, fixed income market design, and product innovation. He lives in Washington, DC with his wife, two daughters, and dog.
Plenary sessions
Stacey
Stacey Morris, CFA®
Head of Energy Research, TMX VettaFi
Portfolio strategies
Stacey Morris, CFA®
Head of Energy Research, TMX VettaFi
Stacey Morris is the Head of Energy Research at VettaFi. She creates timely and relevant research on broader energy and energy infrastructure in support of the Alerian index suite. She has over 12 years of experience in finance and energy. Her commentary has been featured in Bloomberg, Reuters, NPR, and the Wall Street Journal. Stacey graduated summa cum laude with a Bachelor of Science in Business Administration from Stetson University. In her spare time, she enjoys traveling, trying new recipes, and baking cinnamon rolls.
Portfolio strategies
Portfolio strategies
Cinthia
Cinthia Murphy
Director of Research, TMX VettaFi
Plenary sessions
Cinthia Murphy
Director of Research, TMX VettaFi
Cinthia Murphy is Director of Research at VettaFi. She was previously Head of Research at the ETF Think Tank, which is the content engine of the Tidal Financial Group. Cinthia also spent over 12 years at ETF.com as a journalist and editor, helping to lead the editorial and digital experience teams. She has also covered commodities futures markets from the trading floor of the Chicago Board of Trade and the Brazilian equities market from Sao Paulo, Brazil.
Plenary sessions
Plenary sessions
Industry conclave
Plenary sessions
Chris
Chris Murphy, CIMA®
Head of ETF Specialists, T. Rowe Price Group, Inc.
Industry conclave
Chris Murphy, CIMA®
Head of ETF Specialists, T. Rowe Price Group, Inc.
Chris Murphy is the head of ETF Specialists in the Exchange Traded Funds Group. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. Chris’s investment experience began in 2010, and he has been with T. Rowe Price since 2021, beginning in the Exchange Traded Funds Group. Prior to this, Chris was employed by State Street Global Advisors as a member of the SPDR exchange-traded funds (ETFs) group, where he supported financial advisors on ETF education, portfolio construction, and emerging trends in the ETF industry. Chris is a frequent guest on financial media and industry podcasts, where he discusses ETF market trends, product innovation, and portfolio construction insights for advisors and investors. Chris earned a B.S. from the University of Tennessee. He also has earned the Certified Investment Management Analyst® certification.
Industry conclave
Kristin
Kristin Myers
ETF Editor in Chief, Asset TV
Portfolio strategies
Kristin Myers
ETF Editor in Chief, Asset TV
Kristin Myers is an award-winning journalist, who covers business and finance news. She is currently ETF Editor in Chief for Asset TV. Previously, she was Senior Vice President of Content and Editor in Chief of etf.com. Former roles include Editor-in-Chief of the economics website The Balance, and on-air anchor and reporter at Yahoo Finance. She hosted Yahoo Finance Live daily, providing afternoon coverage and reporting on markets, and the economy in the hours before the final bell. She was also one of the creators and hosts of “A Time for Change,” a weekly program that explores race, diversity, and inclusion in the world of business, finance, and politics. Earlier in her career, Kristin helped launch Al Jazeera America, where she produced high-profile guest segments and was part of field teams for special coverage, including the protests in Ferguson, and the funeral of Nelson Mandela in South Africa. She has also worked with other news organizations including Bloomberg News, MSNBC, and others, in the U.S. and abroad.
Portfolio strategies
Chris
Chris Natividad
Chief Investment Officer, QuantumStreet AI
Industry conclave
Chris Natividad
Chief Investment Officer, QuantumStreet AI
Chris Natividad is the Chief Investment Officer of QuantumStreet AI and brings nearly two decades of experience in institutional investing and global markets. Over his career at leading institutions including Goldman Sachs, Apple’s Braeburn Capital, and Franklin Templeton, he has managed and traded multi-asset portfolios exceeding $30 billion across global onshore and offshore strategies. At QuantumStreet AI, Chris leads investment strategy and research, applying advanced data science and machine learning to develop systematic investment solutions for institutional clients. He holds an MBA, BS, and BA from the University of California, Berkeley.
Industry conclave

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