Rethink ETF Investing, Zurich, CH

Rethink ETF Investing, Zurich, CH

Agenda

You can find the full agenda below.

05 October
14:00 Registration
14:15 Welcome
14:20 The outlook for ETFs: 2024 and beyond
14:35 Unpacking Fixed Income
15:00 An ETF bestsellers next chapter: the ESG evolution of Research Enhanced Index Equity Investing
15:25 Break
15:50 Investing in the era of climate change
16:15 Finding alternative sources of income
16:40 Active ETFs: Trading best practices
17:05 The active ETF revolution in Europe
17:20 Networking apero

Detailed Agenda

The outlook for ETFs: 2024 and beyond

ETFs continue to see strong flow momentum. But where will ETFs go from here and which are the next areas of growth?

Speaker: Bryon Lake, Global Head of ETF Solutions

Unpacking Fixed Income

Bonds had a big revival this year. What’s next for the asset class? Hear more on the outlook and how active ETF strategies can help navigate these markets from our fixed income experts.

Speaker: Jacob Hegge, Investment specialist Global Fixed Income, Currency & Commodities Group

An ETF bestseller's next chapter: the ESG evolution of Research Enhanced Index Equity investing

Our Research Enhanced Indexing process has been time-tested for over 20 years and has become popular since launching the ETF wrapper five years ago. Let‘s look at the next chapter for sustainable investing through Research Enhanced Indexing.

Speaker: Piera Elisa Grassi, Portfolio Manager, International Equity Group

Investing in the era of climate change

The climate challenge is clear and its impacts more and more visible. Investors have to act to manage the impact of climate risk on their portfolios. Our Sustainable Investing team will look into different climate investing objectives, how these can be implemented in portfolios and how we ensure that our climate ETF solutions meet the criteria of an article 9 SFDR.

Speaker: Alexandra Melhuish, Sustainable Investing Strategist

Finding alternative sources of income

We are excited to bring the US equity income strategy to the UCITS space in Q4. Its US equivalent has reached the status of megafund. Learn more about the approach and how investors allocate it in a portfolio.

Speaker: Ivan Durdevic, Head of ETF Distribution Austria, Germany & Switzerland

Active ETFs: Trading best practices

Most investors are comfortable trading passive ETFs. But for active ETFs misconceptions persist. Our panel with representatives from Authorised Participants and Capital Markets teams will discuss trading best practices.

Speaker: Thomas Stephens, Global Co-head of Capital Markets

The active ETF revolution in Europe

Wrapping up the event, we will look at what the active ETF revolution means for Europe and how the J.P. Morgan Asset Management ETF platform can help investors navigate today‘s market.

Speaker: Travis Spence, Head of EMEA ETF Distribution

speakers
Speaker biographies
Alexandra Melhuish Alexandra Melhuish
Sustainable Investment Strategist
Alexandra Melhuish, Vice President, is a Strategist on the Sustainable Investment Team, and responsible for implementing the firm's sustainable investment strategy, solutions and product innovation in EMEA. In partnership with our distribution and product teams, she leverages our extensive data and research capabilities, proprietary technology and ESG expertise to deliver sustainable solutions to our clients. Prior to joining the firm in December 2021, she spent 9 years at Wellington Management, most recently based in Hong Kong as a Product Specialist supporting a range of Emerging Markets equity investment teams. Previously she was based in London where she held roles as a Product Specialist supporting equity and multi-asset investment teams and as a Relationship Analyst covering Consultant Relations. Alexandra obtained a BA in Modern Languages (Italian and Spanish) from the University of Bristol.
Bryon Lake Bryon Lake
MD, Global Head of ETF Solutions
Bryon Lake, managing director, s Managing Director, Global Head of ETF Solutions for JP Morgan. Prior to leading the Global ETF business, Bryon held roles leading JP Morgan’s Americas and International ETF businesses. Mr. Lake is based in New York City.

Bryon is one of the industry’s most respected and accomplished ETF executives. As one of PowerShares earliest employees, he held various leadership positions with the firm as it advanced from an independent start-up to becoming the fourth-largest ETF provider globally with more than $100 billion in assets under management as part of Invesco. He was Head of Invesco PowerShares EMEA, where he led the firm’s efforts to expand its EMEA team, evolve its portfolio set and maximize growth opportunities. During his 12-year tenure with the firm he also served as Head of Global Business Development and was one of the company’s top sales people.

Mr. Lake Graduated from Taylor University with a Major in International Business and Minors in Finance and Economics.
David Smith David Smith
Head of ETF Sales at SIX Swiss Exchange
David, is responsible for business development activities and has spent the last decade working at financial market infrastructure companies. Prior to his current role, he worked at the London Stock Exchange Group most recently as a senior product manager focusing on trading system enhancements, market structure topics, authored trading insights pieces and led regulatory engagement for secondary market topics.
Ivan Durdevic Ivan Durdevic
Head of ETF Distribution Germany, Austria, Switzerland and Liechtenstein
Ivan Durdevic, executive director, is Head of ETF Distribution in Switzerland at J.P. Morgan Asset Management, based in Zurich. In this role, Ivan is responsible for launching and leading J.P. Morgan Asset Management's ETF business in Switzerland. Previously, Ivan worked at Amundi for over 7 years; first as Senior Client Relationship Manager for ETF & Indexing in Germany, and more recently as Deputy Head of ETF, Indexing and Smart Beta Sales Switzerland. He spent his early career at INVESCO Germany, BlackRock Germany, as a Senior Business Development Associate for the iShares product, and at NOMURA Bank Germany, as Equity & Equity Linked Products Sales.
Jacob Hegge Jacob Hegge
Investment Specialist Global Fixed Income, Currency & Commodities Group
Jacob Hegge, vice president, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in London, Jacob is an investment specialist and is responsible for global aggregate and government bond strategies. He is responsible for communicating investment strategy, decisions and performance across various fixed income products to clients, consultants, prospects and internal partners. An employee since 2015, he previously supported the U.S. Broad Markets team in Columbus, OH. Jacob holds a B.A. in economics, Chinese, and Spanish from Kenyon College and is a CFA charterholder.
Piera Elisa Grassi Piera Elisa Grassi
Portfolio Manager, International Equity Group
Piera Elisa Grassi, managing director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. She is the lead of the Research Enhanced Index Portfolio Management Team. An employee since 2004, Piera Elisa was previously a quantitative analyst and portfolio manager for global strategies. Prior to joining, Piera Elisa was a bond quantitative analyst and risk analyst at Foreign and Colonial Asset Management. Before this, she worked for BARRA in London, focusing on equity risk management and portfolio construction. She is also a trustee for the Parallel Learning Trust, which specialises in Special and Alternative Provision academies. Piera Elisa obtained a MA (equivalent) in Economics from Bocconi University in Milan.
Slawomir Rzeszotko Slawomir Rzeszotko
Head of Institutional Sales & Trading in Europe and Asia
Slawomir helps oversee institutional relationships and sales initiatives for ETFs, fixed income, and electronic equities. Prior to Jane Street, he held a number of roles at global asset management firms: he was Head of ETF Capital Markets and Head of the Investment Product Specialist Group at Vanguard Asset Management, and he has also worked in various ETF-related roles at BGI and Blackrock.
Travis Spence Travis Spence
Head of EMEA ETF Distribution
Travis Spence, managing director, is Head of EMEA ETF Distribution at J.P. Morgan Asset Management, and is also a member of EMEA Sales Leadership. Prior to his current role, Travis was the International Head of the Fixed Income Investment Specialist team, responsible for insights, product development and fixed income portfolios across EMEA and Asia. Travis has lived in New York, Singapore, Hong Kong and London, and worked across the Asia region for 20 years. In his more than 18 years at J.P. Morgan Asset Management, Spence built and led JPMAM's short term fixed income business in Asia, oversaw its largest distribution relationships in Asia, served on a variety of regional and global management committees and has been involved in the firm's sustainability efforts since 2016. Prior to J.P. Morgan, Travis spent 10 years in the Corporate & Investment Bank at Citi.

Accommodation

A block of rooms has been reserved at the Sea Containers hotel.

For journalists travelling from outside London with a commute longer than two hours, J.P. Morgan Asset Management will cover the cost of your hotel for the night of 7 June only.

Should you wish to extend your stay at the hotel, we will make these arrangements on your behalf (subject to availability), for your own account. Please request the extra nights on the registration form and contact the events team with any further questions.

Check in: 15:00
Check out: 12:00

J.P. Morgan Asset Management has a negotiated rate of £269 per night, excluding VAT. If you are required to pay for your own accommodation, please select this box on the registration page.

Travel

Please speak to your J.P. Morgan Asset Management representative with regards to arranging your travel. Transport will not be provided on arrival or departure. The train is the most efficient and direct way to travel between London Airports and the city centre. Estimated travel time is between 30mins - 1hr 30mins. Please check the train schedule and plan to purchase your ticket in advance online or at the station. If you prefer to take a taxi, estimated drive time is over one hour depending on traffic. Please contact the hotel concierge to organize.

Agenda

05 October
Download Agenda

Location

Baur au Lac
Talstrasse 1
8001 Zurich

Please contact your J.P. Morgan Asset Management representative or the Events Management Team for an invitation to this event.

Contact | Email


FOR INSTITUTIONAL / WHOLESALE / PROFESSIONAL CLIENTS AND QUALIFIED INVESTORS ONLY – NOT FOR RETAIL USE OR DISTRIBUTION

We are very pleased to have you attend our event. We at J.P. Morgan Asset Management are, of course, always concerned about conducting our business in compliance with all applicable laws and regulations, as well as any applicable client policies and procedures. In an effort to comply with any applicable requirements and restrictions on gifts and entertainment, J.P. Morgan Asset Management invites you to any and all parts of this event that you are able to attend. If you should have any questions about your acceptance of this invitation, please consult your counsel or compliance officer. Recognizing that custom, practice, regulation and laws differ around the world, J.P. Morgan Asset Management is providing this notice, for the purpose of transparency, so that you may consider whether participation in the event is permissible under the laws of your home country and internal policies of your organization. J.P. Morgan Asset Management therefore kindly asks you to verify that you are able to participate on the basis that J.P. Morgan Asset Management is paying the costs of the event. By accepting this invitation, J.P. Morgan Asset Management will understand that you have obtained all necessary approvals to participate in the event. Attendance at this event by a public official may constitute acceptance of a reportable gift and therefore your acceptance of this invitation represents confirmation that you have obtained any necessary internal approvals from your department or superiors to participate in this event with the understanding that J.P. Morgan Asset Management may be paying the costs. This is a non-guest event. Guests, including spouses, may not attend the group functions. For California officials only – Attendance at this event by a public official will constitute acceptance of a reportable gift. J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our privacy policies at https://am.jpmorgan.com/global/privacy. This communication is issued by the following entities: In the United States, by J.P. Morgan Investment Management Inc. or J.P. Morgan Alternative Asset Management, Inc., both regulated by the Securities and Exchange Commission; in Latin America, for intended recipients’ use only, by local J.P. Morgan entities, as the case may be; in Canada, for institutional clients’ use only, by JPMorgan Asset Management (Canada) Inc., which is a registered Portfolio Manager and Exempt Market Dealer in all Canadian provinces and territories except the Yukon and is also registered as an Investment Fund Manager in British Columbia, Ontario, Quebec and Newfoundland and Labrador. In the United Kingdom, by JPMorgan Asset Management (UK) Limited, which is authorized and regulated by the Financial Conduct Authority; in other European jurisdictions, by JPMorgan Asset Management (Europe) S.à r.l. Issued in respective jurisdictions in which the following issuing entities are primarily regulated: JPMorgan Asset Management (Asia Pacific) Limited, or JPMorgan Funds (Asia) Limited, or JPMorgan Asset Management Real Assets (Asia) Limited, each of which is regulated by the Securities and Futures Commission of Hong Kong; JPMorgan Asset Management (Singapore) Limited (Co. Reg. No. 197601586K), this advertisement or publication has not been reviewed by the Monetary Authority of Singapore; JPMorgan Asset Management (Taiwan) Limited; JPMorgan Asset Management (Japan) Limited, which is a member of the Investment Trusts Association, Japan, the Japan Investment Advisers Association, Type II Financial Instruments Firms Association and the Japan Securities Dealers Association and is regulated by the Financial Services Agency (registration number “Kanto Local Finance Bureau (Financial Instruments Firm) No. 330”); in Australia, to wholesale clients only as defined in section 761A and 761G of the Corporations Act 2001 (Commonwealth), by JPMorgan Asset Management (Australia) Limited (ABN 55143832080) (AFSL 376919).

If you do not wish to receive information regarding our products and services please contact your J.P. Morgan Asset Management representative. For U.S. only: If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance. Copyright 2022 JPMorgan Chase & Co. All rights reserved.


© 2025 JPMorgan Chase & Co.

09oi231907083752