Key benefits of attending
Tactical, intimate meetings
Gain market insights through direct conversations with leading fund managers.
Peer-to-peer networking
Connect with fellow CIOs and RIA leaders to exchange strategies and challenges.
Game-changing insights
Explore practical solutions for compliance, fees, tech adoption and portfolio design.
Speakers
Speakers
Panel Session
MODERATOR:
Mustafa Osman
Head of ETF and Mutual Fund Strategy & Analytics, UBS
1:10PM - 2:10PM
Since joining UBS in 2016, Mustafa has held several leadership roles, including overseeing due diligence for Exchange Traded Products and UITs. Prior to UBS, he held positions at New York Life in product management and manager research, covering a wide range of strategies including U.S. Equity, REITs, Liquid Alternatives, and Multi-Asset.
Mustafa holds a B.S. in Finance, Insurance, and Real Estate from the University of North Carolina at Greensboro and an M.B.A. from The George Washington University. He is FINRA Series 7, 24, and 66 licensed.
Panel Session
Peter Lazaroff
CIO, Plancorp Wealth Management
1:10PM - 2:10PM
He is the host of The Long Term Investor podcast, author of Making Money Simple, and author of the forthcoming book The Perfect Portfolio, available September 2026. With nearly two decades in the profession, Peter has built a national reputation as an educator with a rare ability to simplify complex financial matters. His writing has regularly appeared in The Wall Street Journal, Forbes, Investopedia, and the Journal of Financial Planning, and he has served on numerous industry advisory boards.
Panel Session
Daniel Sotiroff
Associate Director, ETF & Passive Strategies Research of Morningstar
1:10PM - 2:10PM
Before joining Morningstar in 2017, Sotiroff was as a design engineer at Caterpillar, where he worked on front-end loaders for heavy construction and mining applications.
Sotiroff holds a bachelor's degree in mechanical engineering and a master's degree in applied mechanics, both from Northern Illinois University.
Workshops
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Workshops
Capital Group
Mastering ETF Due Diligence: Tax Efficiency, Know your Nav, and Custom In-Kind Baskets
Representatives
Join Scott Szever, Global Head of Capital Markets at Capital Group, for an insightful masterclass designed to deepen your understanding of ETFs. This session will explore the fundamentals of ETF tax efficiency, know your nav, and custom in-kind baskets. Attendees will gain practical knowledge to enhance their due diligence process and make well-informed investment decisions. Ideal for finance professionals seeking clarity and confidence in ETF evaluation.
Workshop Objective:
• Understand the principles of ETF tax efficiency and their implications for investors.
• Examine trading mechanics and how they impact ETF performance and liquidity.
• Explore the role of custom in-kind baskets in ETF operations.
• Learn effective strategies for conducting ETF due diligence.
• Gain the confidence to ask the right questions and make informed choices in ETF selection.
Company Profile: Since 1931, Capital Group has been dedicated to improving people's lives through successful investing, collaborative research, diverse perspectives and a long-term view. Known for our American Funds® mutual funds, we’ve brought the same time-tested active management to ETFs and are excited to now offer public-private investments. Our growing lineup of active ETFs and Public-Private+ Solutions represents the latest evolution in our more than 90-year history of bringing our distinct, long-term active management approach to investors in their investment vehicle of choice. As of December 31, 2025, Capital Group manages $3.3 trillion in equity and fixed income assets for millions of individual and institutional investors around the world.
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Innovator ETFs
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Impax Asset Management
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Xtrackers by DWS
To concentrate or not—that’s the question.
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Vanguard
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