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Summary
January 29th, 1993 marked the arrival of the first US ETF. Since then, the ETF sector has exploded, disrupting the mutual fund industry and transforming Wall Street. To celebrate the 30th anniversary of this investment product, our panel of industry experts will discuss why execution matters when trading ETFs.
This session will be applicable to all ETF trading though most of our conversation will be through the lens of insurance companies. Join us to hear a variety of ETF topics including:
- What is best trading execution and why does it matter?
- Working with a Capital Markets team or a Market Maker
- Common misconceptions about trading ETFs
Speakers
S&P Global Market Intelligence
Chris Winter
S&P Global Market Intelligence
Associate Director, Insurance
Chris Winter is the North America Insurance solutions lead for S&P Global Market Intelligence. In this role, Chris helps insurance clients utilize the full suite of solutions offered by S&P, such as financial data, credit risk solutions, data feeds, and more, while specializing in the NAIC Statutory and Rate Filings products. He holds a Bachelor of Arts in History and English from the University of Virginia and an MBA from the College of William & Mary.
Ilene Kelman
Vanguard
Insurance General Accounts Regional Director
Ilene G. Kelman, CFA, is a regional director in Vanguard Insurance General Accounts Group. Ms. Kelman is responsible for new business development and insurance general account relationships within her territory, delivering Vanguard products, resources, and her investment expertise to her clients and prospects.
Ilene G. Kelman, CFA, is a regional director in Vanguard Insurance General Accounts Group. Ms. Kelman is responsible for new business development and insurance general account relationships within her territory, delivering Vanguard products, resources, and her investment expertise to her clients and prospects.
Ms. Kelman joined Vanguard as regional director in May of 2018. For the majority of her career, Ms. Kelman has worked with insurance general account portfolios and insurance companies in multiple capacities. Prior to joining Vanguard, she was a managing director at Manulife Asset Management—Private Markets, focused on private placement debt and commercial mortgage loans. Previously, she was a director at Deutsche Insurance Asset Management working with insurance general account clients. Additionally, she worked for Dreyfus and Salomon Brothers Asset Management, managing sub-advisory relationships with insurance companies.
Ms. Kelman earned a B.A. from University of Florida, an M.B.A. from the Stern School of Business at New York University, and is a Chartered Financial Analyst® charterholder.
S&P Global Market Intelligence
Anthony Rayar
S&P Global Market Intelligence
Director, ETF Management Product Lead
Anthony Rayar is an Associate Director and the US Head of Business Development at S&P Global Market Intelligence.
Anthony is responsible for engaging with clients using Exchange-Traded Product and Benchmarking datasets in various capacities such as issuance, trading, market making, risk and compliance. Anthony's experience stems from his tenure at Bloomberg LP where he maintained the ETF dataset, collaborated with news and Bloomberg Intelligence to produce industry related research.
He has completed his undergraduate degree in Finance and Masters in Business Administration with a dual concentration in data analytics and supply chain analytics from Rutgers Business School.
Event Support