Focus on Evolution of Indexing

August 1 2017
The Westin Copley Place
10 Huntington Avenue
Boston, MA 02116
United States

An all-star line-up of industry leaders tackles the active-passive debate head-on. No matter where you fall on the spectrum, you’ll gain insight on practical ways to implement investment strategies using exchange-traded funds (ETFs) and other vehicles.

General Session
Tue. Aug 1
Guggenheim Investments

William Belden III, managing director, Guggenheim Investments, directs business development for the firm’s exchange-traded funds including distribution and marketing activities. Previously, Mr. Belden was a senior product manager at Northern Trust Global Investments, where he was responsible for overseeing proprietary mutual fund products. Before that, he served as vice president of product management at Stein, Roe & Farnham and as vice president for relationship management in the cash products group at Kemper Financial Services. Mr. Belden is regularly quoted in financial media outlets. He earned a B.S. in finance, Miami University, and an MBA, University of Chicago Booth School of Business.


3EDGE Asset Management

Eric Biegeleisen, managing director and investment committee member, 3EDGE Asset Management, heads the firm’s research efforts by discovering and exploring the interconnections of global capital markets through quantitative and qualitative analyses, with a focus on using machine learning algorithms to uncover these relationships. As an exchange-traded fund industry expert, he is experienced in investment modeling, implementing best trading practices, and providing unique investment strategies to individual and institutional investors. Previously, he served on the investment committee for Windward Investment Management, Inc. and Windhaven Investment Management, Inc. Mr. Biegeleisen has also served in various management roles at Beaumont Capital Management, Broadmeadow Capital, LLC, Windhaven Investment Management, General Dynamics, and Textron. He earned a B.S. in electrical engineering, Trinity College, an M.S. in electrical engineering, University of Southern California, and an MBA, Questrom School of Business, Boston University.

J.P. Morgan Asset Management

Yasmin Dahya, executive director, J.P. Morgan, works in J.P. Morgan Asset Management’s exchange-traded funds (ETF) business in product development. In her role, Ms. Dahya develops the firm’s ETF product strategy, as well as builds and launches new products across all asset classes. Previously, she served in the Management Associate Program, a management training program at J.P. Morgan Chase. While there, she worked across the firm in a variety of functions, businesses, and geographies. Before that, she worked at Goldman Sachs & Co. in fixed income, both in interest rate and macro cross asset sales, where she provided specialist knowledge and sales coverage for macro, credit, and equity hedge funds. Ms. Dahya earned an MBA, Harvard Business School.

The Schwab Center for Financial Research

Anthony Davidow, vice president, alternative beta and asset allocation strategist, The Schwab Center for Financial Research, is responsible for providing Schwab’s point of view on asset allocation and portfolio construction. He is also responsible for providing research and analysis on alternative beta strategies and how investors can incorporate them in portfolios and is a member of the firm’s Asset Allocation Council. Previously, Mr. Davidow was a managing director, portfolio strategist, and head of the ETF Knowledge Center for Guggenheim Investments. Before that, he was executive vice president and head of distribution for IndexIQ. He also spent 15 years at Morgan Stanley, where he served as managing director, and head of sales and training for the consulting services group, and worked with many of the firm’s largest clients in developing and implementing asset allocation strategies, incorporating active and passive strategies, and using alternative investments as risk management tools. He has authored several white papers and strategy pieces, and spoken at industry conferences on a range of topics. He earned a B.B.A in finance and investments, Bernard M. Baruch College. He served on IMCA’s board of directors from 2009 to 2014.

Merrill Lynch Wealth Management

Philip Dodson, private wealth advisor, managing director, senior portfolio manager, Merrill Lynch Wealth Management, has more than 30 years of investment experience and has been with Merrill Lynch since 1988. As a senior portfolio manager, Mr. Dodson designs and manages customized portfolios for many of the firm’s ultra-high-net-worth clients and also manages client assets for Merrill Lynch Financial Advisors across the country.  His 18 person team, part of Merrill Lynch’s Private Banking and Investment Group, oversees approximately $3.3 billion in client assets. A featured presenter at conferences sponsored by BlackRock, State Street Global Advisors, Standard & Poors/Dow Jones Indices, and others, he has been recognized by Barron’s for the past six years as one of America’s Top 1,000 Advisors. In 2016, Mr. Dodson was recognized by Forbes as ranking among America’s Top 200 Wealth Advisors. He earned a B.A., Baylor University.

Index Publications, Exchange-Traded Funds Report, Journal of Indexes

Matt Hougan is managing director of ETF analytics for Index Publications, editor of the Exchange-Traded Funds Report, and senior editor of the Journal of Indexes. Under Mr. Hougan’s leadership, the Exchange-Traded Funds Report has been named "Best ETF-Focused Publication" for three consecutive years at the Capital Link Closed-End Fund and Global ETF Conference, the Oscars of the ETF and closed-end fund industries. Recently named one of the “25 Most Influential People in the ETF Industry” by ETF Database, he is regularly quoted by national media. Previously, Mr. Hougan directed his own strategic communications firm, providing public relations and speechwriting services to Fortune 500 companies, government agencies, and nonprofits. He also served as the lead biotech analyst for, a pioneering financial services firm that managed Open Fund. He is a graduate of Bowdoin College.

Morningstar Canada

Paul Kaplan, director of research and senior member of the global research team, Morningstar Canada, led the development of many of the quantitative methodologies behind the firm’s fund analysis, indexes, advisor tools, and other services. An active researcher on asset allocation, retirement income planning, portfolio construction, index methodologies, and other investment topics, many of Mr. Kaplan’s findings have been published in books and professional publications, including Frontiers of Modern Asset Allocation. Previously, he served as quantitative research director for Morningstar Europe, director of quantitative research for Morningstar U.S., and chief investment officer of Morningstar Associates, LLC. A recipient of the Graham and Dodd Award, he earned a bachelor’s degree in mathematics, economics, and computer science, New York University, and a master’s degree and doctorate in economics, Northwestern University.

Dave Nadig, chief executive officer,, has been involved in researching, reporting and analyzing the investment management industry for more than 20 years, and recently co-authored A Comprehensive Guide to Exchange Traded Funds for the CFA Institute. Previously, Mr. Nadig served as managing director at Barclays Global Investors, where he helped design and market some of the first exchange-traded funds (ETFs). With partner Don Luskin, he founded, a revolutionary mutual fund company that pushed fund disclosure to the top of the U.S. Securities and Exchange Commission agenda. Before that, he co-founded Cerulli Associates and conducted some of the earliest research on fee-only financial advisors and the rise of indexing. Mr. Nadig is widely quoted in the financial press, a regular speaker at financial services conferences, and publishes a widely read blog at He earned an MBA in finance, Boston University. 

O’Shares Investment

Kevin O’Leary, chairman, O’Shares Investments and an investor on ABC’s "Shark Tank," is a regular CNBC contributor and the bestselling author of Cold Hard Truth on Men, Women, and Money and Cold Hard Truth on Family, Kids, and Money. The co-founder of Softkey, he sold his business to The Learning Company for $4 billion in 1999. A member of Boston’s Hamilton Trust, Mr. O’Leary earned a B.A. in environmental studies and psychology, University of Waterloo, and an MBA, Richard Ivey School of Business, Western University, where he serves on the board of directors. 

Research Affiliates

Shane Shepherd, director, Research Affiliates, leads the research team and its investigations into bonds, commodities, currencies, equities, and asset allocation. In addition, Mr. Shepherd applies quantitative research to inflation, economic growth, volatility, and other macroeconomic topics. His work strengthens and expands the RAFI™ Fundamental Index™ concept and supports the global tactical asset allocation model. Previously, Mr. Shepherd served as a research assistant at the UC Davis Graduate School of Management, where he investigated issues in behavioral finance and taught at the Anderson School of Management, University of California, Los Angeles (UCLA). He earned a B.A. in political science and philosophy, Duke University, and a Ph.D. in finance, UCLA.

The Westin Copley Place
10 Huntington Avenue
Boston, MA 02116
Hotel Reservations: 1-888-627-7216

IMCA has reserved a block of rooms at The Westin Copley Place at the special group rate of $279 single/double per night. This rate includes complimentary in-room Internet.

Make your reservation online now or call 1-888-627-7216 and reference IMCA. The special rate is available through July 11, 2017, on a first-come, first-served basis, so early reservations are recommended.

Booking a room in the IMCA room block is an important way to support the association and keep overall meeting costs as low as possible. IMCA commits to a block of rooms at select hotels on behalf of conference attendees and has a financial obligation to fill these blocks. Please help us avoid potential penalties and control costs for future events by staying at the official hotels. Staying within the block is also more convenient and helps you stay connected with the informal activities and networking opportunities that occur at these sites during the conference. If you are required to reserve a room through your company’s travel department, please forward the booking link to them so that you can reserve a room in IMCA’s room block.

Please note that conference attendees who do not make their reservations within the IMCA room block may not receive the same discounted rate or benefits.

Location and Transportation

The Westin Copley Place is located in the heart of Back Bay in downtown Boston. The Boston Logan Airport is five miles from downtown Boston. 

Getting to downtown Boston from the airport is easy with many options.

  • A taxi from the Boston Logan airport to downtown is approximately $30 each way.
  • Subway transportation is available from the airport terminal. Take Massport shuttle bus to the Airport subway station. Take an inbound Blue Line train to State Street. Change at State Street to any inbound Orange Line train to Back Bay station. Exit Back Bay station to Boylston Street. Make a right onto Dartmouth Street, the Westin Copley Place will be on the left. The fare is $2.65.
  • Shared ride services such as Uber and Lyft operate from the airport.


The Westin Copley Place offers valet-parking only. Valet-parking pricing is $28 for 0—2 hours, $38 for 2—4 hours, $48 for 4—8 hours, and $56 for overnight parking. The hotel will provide a discounted daily parking rate of $27 on August 1, 2017, to all non-overnight conference attendees.

Registration Fees

Early-Bird1 by July 18

After July 18


IMCA Members




Join & Go2




Click here to download a hard-copy registration form.

1Both the registration form and payment must be received by July 18, 2017, to be eligible for the early-bird rate.
2Special offer—Renewals and reactivations are not eligible. Conditions apply. Subject to change without notice. Membership is nontransferable and dues are nonrefundable.

Cancellation/Transfer Policy
Cancellations for conference registration must be received in writing. Please send cancellation requests to [email protected]. The registration fee less $50 cancellation fee will be refunded for cancellations received by July 25, 2017. No refunds will be granted for cancellations received after July 25, 2017 or for nonattendance.

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IMCA Certifications (CIMA®, CIMC®, CPWA®). This program will provide up to 7 hours of CE credit.

IMCA will upload all CE earned directly to your My IMCA record within two weeks of the activity. The program is subject to change. 

CFP® Certification. This program will be submitted to the CFP Board for review. IMCA will report your attendance at individual conference sessions to the CFP Board on your behalf.

Please note that IMCA is not able to report to the CFP Board on your behalf if we do not have an accurate CFP ID. Please check your My IMCA account to ensure that your CFP ID is in our database and is accurate. IMCA will report the sessions you attend directly to the CFP Board. The CFP Board will notify you when this occurs.

NASBA CPE Credit. IMCA is registered with the National Association of State Boards of Accountancy as a sponsor of CE on the National Registry of CPE Sponsors (ID 106054). State boards of accountancy have final authority about the acceptance of individual courses. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.

Other certifications/designations. IMCA does not submit programs to state insurance departments and bar associations. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.

Tuesday, August 1, 2017

An all-star line-up of industry leaders tackles the active-passive debate head-on. No matter where you fall on the spectrum, you’ll gain insight on practical ways to implement investment strategies using exchange-traded funds (ETFs) and other vehicles.

The Westin Copley Place
10 Huntington Avenue
Boston, MA 02116
United States