Roadshow: How to enter the European UCITS ETF market
New York, July 17 2023 | Boston, July 19 2023 | Toronto, July 20 2023
New York, July 17 2023 | Boston, July 19 2023 | Toronto, July 20 2023
Bringing European growth opportunities to the US
Meet a panel of European ETF experts at a city near you and find out how you can enter the growing European ETF market.
Europe has a population over twice that of the USA and a similar wealth demographic. Yet, currently Europe only has $1.5 trillion in ETF assets compared to ~7 trillion dollars in the US. Clearly, Europe has untapped growth potential.
According to EY, the European ETF market is expected to grow to more than $3 trillion in AUM by 2030, a prediction of nearly 100% increase over the next seven years. The main areas of focus are likely to be:
To learn about winning strategies on how to successfully enter the European ETF market, join our panel of European ETF experts at one of the upcoming events.
The following topics will be covered:
| Agenda | ||
| Time | Speaker | Topic |
| 3:00 - 3:15pm | Arrival, meet and greet | |
| 3:15 - 3:20pm | Hector McNeil, HANetf | Kick-off with introduction to the panellists |
| 3:20 - 3:30pm | Hetal Patel, London Stock Exchange (LSE) | Overview of the ETF landscape in the UK and Europe post-Brexit, and witnessed growth in the market |
| 3:30 - 3:40pm | Stephen Carson, A&L Goodbody | Regulatory framework in Europe Transparent versus non-transparent Unlisted mutual fund share classes |
| 3:40 - 3:50pm | Todd Rosenbluth (NYC only), VettaFi | Role of the index provider Issuer support Importance of digital marketing |
| Dave Nadig (Boston only), VettaFi | ||
| Morley Conn, Scotiabank (Toronto only) |
Importance of RFQ in Europe |
|
| 3:50 - 4:00pm | Josh Jacobs, J.P. Morgan (Boston only) | Market structure; Key differences for US managers launching in Europe |
| 4:00 - 4:15pm | Hector McNeil, HANetf | How HANetf brings it all together to launch UCITS ETFs and ETCs What the process looks like Tax advantages of an Irish domiciled UCITS ETF |
| 4:15 - 5:00pm | Panel Discussion - All | Gaps in Europe – what strategies would we like to see more of |
| Gaps include defined outcome and active - This is big in the US and is in early days in Europe. Does this present us with an opportunity? | ||
| Fund conversions | ||
| ESG in Europe | ||
| Digital assets – spot bitcoin already exists in Europe | ||
| Cross listings in Europe | ||
| UCITS as a wrapper enabling distribution around the world - specifically Latam and Asia | ||
| 5:00 - 5:30pm | Questions and answers | |
| 5:30pm onwards | Drinks and canapes | |
New York, July 17 2023 | Boston, July 19 2023 | Toronto, July 20 2023
For professional investors only. Capital at risk.