Spring 2026 ETP Forum

June 2, 2026 · New York, NY

The ETP Forum is a single-day event focused on exchange-traded products — issuers, allocators and the advisors putting ETFs to work in client portfolios. The compressed format and New York location make it a working day rather than a destination conference.

Who attends

Financial advisors and investment committee members, ETF issuers and product teams, institutional allocators, and market structure specialists.

What was on the agenda

• ETF product innovation, including active and derivative-income strategies

• Portfolio construction and asset allocation using ETPs

• Market structure, liquidity and trading considerations

• Tax efficiency and the ETF wrapper

Why product decisions run into reporting reality

Adding new instrument types to client portfolios — particularly newer or derivative-based products — regularly exposes gaps in how a firm classifies, reports and bills on holdings. The product decision is straightforward; the downstream work of making every reporting and billing system treat the position correctly is where the effort actually lands.

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