Sign In

  • November 10, 2026
    Event date:
  • November 10, 2026
    Event end:

Overview

The ETP Forum stands as a premiere gathering that bridges the sharpest minds in investment management and exchange-traded products with a highly sophisticated audience of financial professionals. Spanning over fifteen years of industry excellence, this highly regarded conference merges major financial sectors to build a powerful environment for collaborative growth and strategic foresight. Participants engage with cutting-edge market assessments and regulatory evaluations that directly impact how contemporary portfolios are constructed.

The forum is intentionally designed to address the fast-paced advancements, operational hurdles, and structural shifts altering the global investment landscape. With tens of trillion dollars currently active in global exchange-traded fund assets, the underlying consumer and institutional demand from wealth managers continues to accelerate at a rapid pace. This environment offers a vibrant atmosphere where industry leading voices deliver actionable strategies to help attendees maneuver through complex market setups efficiently.

By establishing an expansive format that accommodates diverse market interests, the conference splits into dedicated tracks focusing deeply on distinct sectors of the exchange-traded ecosystem. The interactive framework encourages deep dive panel discussions, open debates, and extensive executive networking opportunities designed to cultivate professional connections. Attendees leave the conference equipped with practical knowledge, research perspectives, and analytical tools necessary to enhance client offerings in a rapidly evolving marketplace.

Enjoy Your Event Stress-Free with USA Travelo

Do you know? Planning a trip to attend a festival, concert, or business event in USA can be overwhelming—tickets, travel, accommodation, and local logistics all take time and effort. USA Travelo makes it simple by providing everything you need through one trusted company. You save time, avoid stress, and enjoy a seamless experience from start to finish.

Event Highlights

  • Dual Track Agenda: The conference features two distinct tracks specifically designed as the ETF Investor track and the ETF Industry track to allow attendees to customize their educational paths.
  • Five Star Faculty: Highly respected asset managers, industry regulators, and top tier wealth advisors serve as panel speakers to provide firsthand insights on product innovation.
  • Advanced Strategy Analysis: Educational panels explore highly complex investment mechanisms including options-based strategies, defined outcome buffers, and digital asset integration.
  • Premium Executive Networking: The structural layout of the gathering coordinates structured meeting spaces that facilitate powerful professional matchmaking between asset owners and service providers.

Why Attend

Attending this specialized gathering provides financial professionals with a significant competitive advantage by granting direct exposure to emerging market vehicles and advanced allocation methodologies. The session content focuses heavily on real world portfolio deployment, helping wealth managers identify precisely where capital is moving and how to manage risk amid changing economic structures. Participants acquire a clear understanding of regulatory adjustments, liquidity preservation techniques, and distribution toolkits required to expand their businesses safely.

This conference is ideal for institutional asset owners, registered investment advisors, family office executives, endowment managers, and foundation trust directors seeking sophisticated investment alternatives. The knowledge gained enables participants to differentiate their practices in an increasingly crowded marketplace while learning how to leverage complex share class structures effectively. Beyond the educational credits, the opportunity to cultivate relationships with leading index providers and liquidity makers makes this event indispensable for modern financial planners.

Date & Duration

  • Date: November 10, 2026
  • Duration: One day event lasting from morning until late evening
Powered by GetYourGuide

Ticket Information

  • How Tickets Are Sold: Registration passes are available online through the official platform with distinct tiered allocations for financial practitioners and corporate service providers.
  • Admission Type: Registration options provide full access passes to all general panels, separate track rooms, official presentation materials, and scheduled networking events.
  • Ticket Pricing: Total ticket prices range across professional categories from free complimentary access for qualifying asset owners and registered investment advisors up to 1499 USD for corporate service vendors.
  • Special Seating Options: Seating within the primary auditorium and secondary track levels is managed on an open access layout to ensure all registrants can select preferred seating options during panels.
  • VIP Options: Enhanced packages include access to private executive lounges, exclusive speaker breakfast sessions, and dedicated networking receptions hosted on the upper floors of the facility.

Venue / Location

  • City and Country: New York City, USA
  • Venue Name: New York Athletic Club
  • Google Maps Address: 180 Central Park S, New York, NY 10019, United States

Contact Information

  • Email: registration@etpforum.org
  • Phone Number: 212-247-5100
  • Official Website: https://etpforum.org/

Accommodation Options

The venue sits in a prime location in Manhattan, offering attendees a wide variety of hospitality choices situated just blocks away from Central Park. Nearby luxury options and boutique establishments feature executive work desks, fitness access, and high-speed internet connections suitable for traveling business professionals. Early reservations are highly recommended due to the high volume of international business travelers visiting Midtown Manhattan during the autumn conference season.

For those looking for alternative arrangements, excellent business standard hotels are situated a short distance away in the surrounding theater district and Times Square neighborhoods. These properties provide excellent corporate amenities along with efficient access to the local transit lines that link directly to the venue. Many participating locations offer specific corporate event rates when booking confirmation codes are arranged in advance through standard channels.

Getting There

  • Nearest Airport: John F. Kennedy International Airport is located approximately 18 miles from the location, while LaGuardia Airport is situated roughly 9 miles away.
  • Nearest Train/Metro Station: The 57th Street Subway Station serving the N, Q, R, and W lines is located just two blocks away from the main entrance.
  • Bus Routes or Public Transport Options: Local city bus routes M1, M2, M3, and M4 provide consistent service along the nearby avenues with dedicated stops located adjacent to Central Park South.
  • Parking Availability: Valet services and multiple public parking garages are operating within a three block radius of the facility for those arriving by personal transport.
  • Directions by Car: Access from major corridors is achieved via the West Side Highway by exiting toward West 57th Street, then proceeding east before turning toward Central Park South.

What is this event?

This gathering is a premier educational and commercial convention focused entirely on the development, management, and distribution of exchange-traded investment products. It operates as a strategic educational bridge where active portfolio managers and financial advisors meet to debate market structures, liquidity challenges, and structural fund changes.

The conference serves as a centralized platform for dissecting modern indexing methodologies, thematic fund launches, and digital asset integration strategies. It concentrates on providing clear analysis regarding complex regulatory shifts to ensure that wealth managers can execute sophisticated investment choices safely.

Why is it popular?

The event has achieved substantial popularity because it consistently gathers a high concentration of institutional decision makers and top wealth advisors in a single location. The instructional panels avoid general commentary, focusing instead on advanced allocation techniques, active product strategies, and authentic case studies regarding fund conversions.

Its popularity is further driven by the strict focus on high-quality networking, allowing attendees to build direct relationships with leading fund issuers and market makers. The reputation of its speaking faculty ensures that participants receive reliable information regarding where investment capital is shifting globally.

Tips before you go

  • Download the official schedule application prior to arrival to review panel topics and select your preferred track paths in advance.
  • Bring an ample supply of physical business cards or digital contact codes to utilize during the structured executive networking sessions.
  • Dress in traditional business professional attire to align with the standard corporate environment of the host venue and its attendees.
  • Arrive early for morning check-in to secure your registration badges and avoid potential entry queues before the opening remarks.
  • Review the conference guidelines regarding specific panels held under the Chatham House Rule where speaker identities must remain confidential.

Attendee Experiences

  • The panel on defined outcome strategies provided exactly the type of structural insight our portfolio management team needed for the upcoming year.
  • Meeting the principal index developers face to face allowed us to resolve complex product questions that standard documentation never covers clearly.
  • The separation between investor and industry tracks made it incredibly simple to navigate the day based on our specific operational goals.

Video

Location

FAQ

What is the official dress code enforced by the host venue for this corporate event?

The host facility maintains a strict business professional dress code requiring traditional business attire for all event attendees and guest speakers. Jackets are generally required for gentlemen, and comparable professional garments are mandatory for ladies throughout the upper floors of the building. Jeans, sneakers, tee shirts, and athletic apparel are explicitly prohibited within the common spaces of the club.

Are there specific professional prerequisites required to qualify for complimentary registration tickets?

Yes, complimentary registration passes are strictly reserved for verified top wealth advisors, chief investment officers, institutional asset owners, and retail registered investment advisors. Financial service vendors, software providers, and general product consultants do not qualify for these specific passes and must purchase a paid corporate pass. The organizing committee reviews every registration profile manually to confirm professional credentials before issuing final admission confirmations.

Does the conference offer continuing education credits for attending the panel discussions?

The individual educational sessions are structured to meet the necessary standards for continuing education credits across several major financial certifications. Attendees can track their participation through the official event application or sign in at the specific session rooms to document their attendance. Certificates of completion are compiled and sent out electronically to participants within a few weeks following the conclusion of the event.

What does it mean when specific panels are held under the Chatham House Rule?

When a panel session operates under the Chatham House Rule, participants are entirely free to use the information received during the discussion within their own practices. However, attendees are strictly forbidden from revealing either the identity or the professional affiliation of the speakers or any other participant in that session. This arrangement encourages open, honest debates regarding complex market issues without the risk of public disclosure or media attribution.

Is on-site storage available for luggage and heavy promotional materials during the forum?

The venue provides a secure coat check and luggage storage area near the main registration desk on the lobby level for traveling attendees. Guests can safely check their personal bags, outerwear, and briefcases upon arrival in the morning before heading up to the main presentation floors. All stored items must be retrieved by the conclusion of the evening reception as overnight storage options are not available.

Add Review

Leave a Reply

Your email address will not be published. Required fields are marked *

Service
Please rate Service
Value for Money
Please rate Value for Money
Location
Please rate Location
Cleanliness
Please rate Cleanliness

Verified Listing

Corporate Travel Help Service

USA Travelo offers Corporate Travel Help designed to simplify business travel and event planning for companies and professionals. Whether you’re attending conferences, organizing team trips, or planning corporate events. We are here.

Contact Us →