Bloomberg hosts 11th Annual ETFs in Depth event in NYC on 11/19

Summary

Bloomberg is set to host its 11th Annual ETFs in Depth event on November 19 in New York City, moving to the Conrad hotel for the first time due to high demand for space. The agenda includes rare appearances by major players in the ETF sector, dubbed "The Big Three" (Vanguard, BlackRock, and State Street), a live trivia competition featuring Schwab, Robinhood, and State Street, and an exclusive fireside chat with Jason Wenk, CEO of Altruist. This year’s event will also feature discussions on innovation themes such as AI applications, fixed income strategies, and asset tokenization, reflecting the industry's growing focus on these topics as the SEC engages directly with participants on investment management issues.

Tokens

$SCHW$HOOD$VTI$BLK$SSGA

Analysis

DTCC: DTCC is the Depository Trust & Clearing Corporation, which provides clearing, settlement, and information services for financial markets. It is contributing to a panel on tokenization at the Bloomberg ETFs event focused on emerging technologies in asset management. SSGA: SSGA, or State Street Global Advisors, is the asset management division of State Street focused on ETFs and index-based strategies. It joins the Big Three panel at Bloomberg’s event alongside Vanguard and BlackRock for discussions on industry trends. Corgi: Corgi is an ETF issuer known for thematic or novel fund products. It is featured in the Novel ETFs panel at the Bloomberg event alongside Direxion to highlight innovative fund structures. Schwab: Schwab, or Charles Schwab, is a major brokerage and wealth management firm that offers ETF trading and related services to retail and institutional clients. It is participating in a live trivia competition episode at the Bloomberg ETFs event alongside other industry players. Altruist: Altruist is a technology company focused on providing modern tools and services for financial advisors and wealth management firms. Its CEO Jason Wenk is participating in an exclusive fireside chat at the Bloomberg event to discuss topics relevant to ETF distribution and advisor platforms. Direxion: Direxion is an ETF provider specializing in leveraged and thematic investment products. It participates in the Novel ETFs discussion at the Bloomberg conference to showcase specialized fund offerings. Vanguard: Vanguard is a leading asset manager renowned for its low-cost index funds and ETF offerings. It is one of the Big Three asset managers featured on a rare panel discussion at the Bloomberg ETFs in Depth event, which will also air as a live episode of Trillions. BlackRock: BlackRock is a global asset manager with a significant presence in ETFs and institutional investment products. Along with Vanguard and SSGA, it is participating in a high-profile panel at the Bloomberg event covering ETF market dynamics. Bloomberg: Bloomberg is a global financial information and media company that provides news, data, and analysis across markets and asset classes. It organizes industry events to convene leaders from asset management, exchanges, and regulation for discussions on key developments. The company is hosting its annual ETFs in Depth event featuring high-profile panels and live programming. Robinhood: Robinhood is a brokerage platform known for commission-free trading and retail investor access to ETFs and other securities. The company is joining Schwab and State Street for a live episode of ETF IQ trivia at the Bloomberg event. Jason Wenk: Jason Wenk is the CEO of Altruist, a fintech company serving the wealth management sector. He is scheduled for a fireside chat at Bloomberg’s ETFs in Depth event, moderated by a Bloomberg journalist returning from maternity leave. State Street: State Street is a global financial services company whose asset management arm provides ETF products and custody solutions. It is appearing on a live ETF IQ trivia segment and contributes to broader industry conversations at the Bloomberg gathering. Isabelle Tan Lee: Isabelle Tan Lee serves as the head of investment management at the U.S. Securities and Exchange Commission. She is appearing alongside other speakers at the Bloomberg event for a discussion on regulatory topics impacting ETFs and asset management. Katherine Greifeld: Katherine Greifeld is a Bloomberg journalist covering ETFs and related financial products. She is returning from maternity leave to moderate sessions including a live ETF IQ episode and a fireside chat at the upcoming industry event. Event Format: Bloomberg is expanding its annual ETFs conference to a larger venue to accommodate growing interest from industry participants. Regulatory Focus: SEC leadership is engaging directly with market participants on investment management topics through public events. Innovation Themes: Panels at major ETF conferences increasingly address AI applications, fixed income strategies, and asset tokenization as areas of development.

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