Active ETFs Step Out of the Shadows: What’s Driving the Growth?

October 26, 2023 from 11:00 AM to 12:00 PM (ET)

October 26, 2023 from 11:30 AM to 12:30 PM (ET)

After years in the shadows, active ETFs are having their day in the sun. According to Morningstar, in the first half of 2023, active ETFs grew 14%, albeit from a small base, far exceeding the 3% growth in passive ETFs in the same period.

In this webinar, we’ll delve into this emerging trend. Our experts will discuss:

Why active ETFs appeal to investors
What intermediaries are thinking about active ETFs
How active ETFs are changing the fund landscape
How active ETFs are being launched and structured: new funds, conversions, ETF share class, transparency
Infrastructure considerations for establishing an active ETF program

If you have questions about this webinar or need help registering, please contact Lisa Gillette at lisa.gillette@investmentadviser.org.

Webinar Speakers

James Erceg is EVP and head of product at Harbor Capital Advisors, Inc. Prior to joining Harbor, Erceg was at T. Rowe Price & Associates for over 12 years, most recently as head of product strategy and channel management, North America, and prior to that role he served as head of the Investment Product Group, U.S. Investment Services. Before T. Rowe Price, he also held roles at RydexGlobal Advisors as director of investments and the Investment Company Institute as a research analyst. Erceg received a B.A. in Political Science from Kenyon College, an M.A. in Political Science from The Ohio State University, and an MBA from Robert H. School of Business Administration, University of Maryland.

Dan Muzzarelli is head of ETF sales at Franklin Templeton, where he leads ETF distribution efforts across the U.S. and is responsible for strategy and engagement for institutional and wealth management clients. Prior to his current role, Muzzarelli served as team director for Franklin’s Institutional ETF team, and his service with the firm dates back to LibertyShares’ initial launch in 2016. He joined Franklin from BlackRock’s iShares where he served in ETF-focused roles as part of the U.S. Fixed Income and Capital Markets businesses. Previously, he held sales and trading roles at Merrill Lynch and AIG. Muzzarelli earned an MBA from the University of Florida. He holds FINRA Series 7, 24 and 66 licenses.

Eric Pollackov is the global head of ETF capital markets for Invesco ETFs. In this role, he proactively develops relationships with sell-side trading desks, implements capital markets strategies for Invesco’s ETFs, and develops and measures the success of client business plans. Before joining Invesco in 2016, Pollackov was head of ETF capital markets for Charles Schwab. Previously, he served as managing director of exchange-traded products at NYSE Euronext. He began his career in 1999 as a derivatives trader for Susquehanna International Group, specializing in ETFs. He earned a bachelor’s degree from The State University of New York at Buffalo and holds the Series 7 and 24 registrations.

Hannah Glover is editor-in-chief of Money-Media. She joined the Financial Times subsidiary in 2007, working first as a reporter on Ignites, then editor of GatekeeperIQ. She then returned to Ignites as managing editor, and in 2019 became group managing editor, overseeing Money-Media’s asset and wealth management and governance-focused titles. Prior to joining Money-Media, Glover worked at Source Media, as an investigator for the New York City Council and at the Meriden (Conn.) Record-Journal. She earned a B.A. from Boston College and an M.S. in Journalism from Columbia University Graduate School of Journalism.

Active ETFs Step Out of the Shadows: What’s Driving the Growth?

Webinar Speakers

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