This month we dive into the investment management industry and see the impact of financial and technological innovations disrupting the ETF space. See you all on Feb 19th!
6:00 – 6:10 p.m. – Introductions
6:10 – 6:45 p.m. – Building for the Asset Management Industry of the Future by Phil Bak, Founder & CEO of Exponential ETFs
About the Speaker:
Phil Bak is the Founder & CEO of Exponential ETFs, an asset management firm that combines technology and automation with industry leading expertise in portfolio management, operations and capital markets to provide ETF trading and operational solutions to select asset managers. Exponential ETFs currently manages $625 million in ETF AUM across 14 ETFs, including two proprietary strategies: the American Customer Satisfaction ETF (ACSI) and the Reverse Cap Weighted U.S. Large Cap ETF (RVRS). Prior to starting Exponential ETFs Phil was a Managing Director at the New York Stock Exchange where he managed market structure initiatives and the ETF listing process. Phil is widely regarded as a thought leader in the asset management industry. He is the author of two patents on innovative ETF structures and has led market structure initiatives that have become industry standard. Phil has been featured regularly on top-tier media outlets such as the Wall Street Journal, Bloomberg, CNBC, Financial Times and Reuters. Phil is also the Co-Founder of Detroit Invests in You, a financial literacy and education campaign, and the host of the ETF Experience Podcast.
Ann Arbor SPARK Central Innovation Center
330 East Liberty Street
Ann Arbor, MI, USA