Name
Shifting from Mutual Funds to ETFs in a Tech-Driven Era
Date & Time
Tuesday, February 3, 2026, 1:45 PM - 2:45 PM
Speakers
Frank McDonnell, Chief Product Officer, Steward Partners
Scott Davis, Head of ETFs, Cap Group I American Funds
Daniel Burkott, CCO - Tax Channel, Cetera Financial Group
Ross Rotatori, Vice President - Head of ETF Strategic Relationships, Allianz Life
Scott Davis, Head of ETFs, Cap Group I American Funds
Daniel Burkott, CCO - Tax Channel, Cetera Financial Group
Ross Rotatori, Vice President - Head of ETF Strategic Relationships, Allianz Life
Description
ETFs continue to outpace mutual funds in popularity, innovation and efficiency, leading to a seismic shift in the investment landscape. This dynamic panel brings together industry experts to explore this evolution and unpack the forces driving it. Gain insight into how the transition is reshaping distribution models, fee structures and advisor-client relationships. Most importantly, understand what firms must do to stay competitive—modernizing platforms, rethinking product shelves and adapting to a more transparent, tech-driven environment. Whether you're navigating fiduciary obligations or exploring new revenue strategies, this discussion will equip you with actionable perspectives for the ETF era.
Track Sponsored by:
Location Name
Coral 5
Full Address
Sheraton San Diego Resort
1380 Harbor Island Dr
San Diego, CA 92101
United States
1380 Harbor Island Dr
San Diego, CA 92101
United States
ORDER
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