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CFA Society New York Lunch & Learn Series

Tuesday, April 28 | 12:00 PM - 1:00 PM

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Overview

Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics.

This week

“Exchange-Traded Funds: Continued Record Growth, But What’s Next?”

With more than 5,000 U.S.-listed exchange-traded funds now on the market, ETF launches continue at a record pace and have become a major force in global asset management. Driven by investor demand for transparency, tax efficiency, low fees, and precise exposures, both established firms and new entrants are launching ETFs across broad beta, thematic, active, and alternative strategies.

With the newly passed regulation around “ETFs as a Share Class,” mutual funds may further expand into ETFs without building separate products, allowing large fund families to convert or extend their lineups more efficiently.

So how does the global investment community keep up with the rapid expansion of exchange-traded funds?

Please join our two expert panelists as they discuss how Chief Investment Officers, Portfolio Managers, Risk Managers, Analysts, and many other professionals are successfully incorporating these products into their investment strategies and workflows.

This Lunch & Learn is open to Members and Non-Members

ETF Global Featured Speakers:

Eric Steinhilber MODERATOR

Director of Digital Strategy & Brand Creative

As the Director of Digital Strategy and Brand Creative at ETF Global, Eric Steinhilber brings over 30 years of experience at the intersection of digital innovation and brand development. His leadership has shaped the creative direction and digital presence of both emerging ventures and established global institutions. With a strategic vision grounded in decades of industry knowledge, he oversees the development and execution of integrated brand strategies that drive engagement and deliver measurable business outcomes. Throughout his career, Eric has successfully led multidisciplinary creative services and digital teams across sectors as diverse as financial services, entertainment and technology.

His portfolio includes transformative work for organizations such as Morgan Stanley, LG, the IMF, Sodexo, Sony Music, and RR Donnelley. From launching new digital platforms to revitalizing global brand identities, he has consistently delivered solutions that align brand purpose with market demand. Renowned for his ability to build high-performing teams, he excels at fostering collaboration between design, content, and technology. His approach emphasizes innovation, operational excellence, and a deep understanding of audience behavior. At ETF Global, he continues to elevate the company’s digital and creative capabilities, positioning the brand for long-term relevance and impact in a competitive landscape.

Trammel Robinson PANELIST

Director, ETF Issuer Relations

Trammel Robinson is the Director of ETF Issuer Relations at ETF Global, the leading provider of reference data for Exchange-Traded Products. In his role, Trammel is responsible for growing the firm’s consortium of ETF Issuers globally. In leading ETF Issuer Relations, Trammel helps ETF Issuers to gain visibility for their products through the firm’s website, partner platforms and direct data feeds. Trammel and his team are currently concluding the most recent data footprint expansion to include the European and Asian listed Exchange-Traded Products.

Prior to joining the firm in August 2021, Trammel attended the University of Lynchburg where he received an MBA with an emphasis in Cybersecurity.
Trammel is domiciled in the company’s New York headquarters in midtown Manhattan.

Jim Gregory PANELIST

Director of Business Development

Jim Gregory is a Senior Director and the Head of Business Development for all facets of business development for the firm, which includes developing the strategy to increase the market share for new data clients and partners. Jim has extensive experience in the financial services marketplace and joined ETF Global after 11 years as the U.S. Sales Director for the TMX – Toronto Stock Exchange – based in New York. The team managed all U.S. accounts and sold data, analytics, hosting and connectivity services to both buy and sell side firms.

Jim’s previous financial industry experience included Senior Sales, Sales Management and Global Account Management positions at ADP Brokerage Services, Thomson Financial and Reuters America, where we brought on hundreds of clients using market data, clearing and treasury and risk management software services. Jim received a Bachelor of Arts degree in Urban Studies from Colgate University. Jim maintains many outside interests including being the President of the St. Joseph’s School – Yorkville School Advisory Board and a Board member of the Colgate University Maroon Council.

Sponsor:

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to [email protected].

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.