“Disruptive ETFs Demand Differentiated Marketing”

David Partain is the Global CMO for FlexShares — the Northern Trust ETF Group and has over 30 years of industry experience. Prior to Northern Trust, he held numerous marketing positions including at Van Kampen Funds and First Trust Portfolios. He is a three time entrepreneur and has worked in a sales or marketing leadership role in a diverse set of industries including TV, HR consulting and oil & gas. David started in the industry as a fixed income portfolio trader. He is a graduate of Wheaton College, the University of Pennsylvania’s Wharton School, and Liberty University. He has also held FINRA Series 7, 63 & 66 licenses. David is a monthly contributor to entrepreneur.com and Fast Company. He is the co-host of The Flexible Advisor podcast that covers a wide-ranging line-up of trends that are impacting financial advisors.  

Bill is a managing director at Guggenheim Investments. In his role, he directs business development for the firm’s line-up of ETFs, including distribution and marketing activities. Prior to Guggenheim Investments, Mr. Belden worked as a senior product manager at Northern Trust Global Investments, where he was responsible for overseeing proprietary mutual fund products. Prior to joining Northern Trust, he was a vice president of product management at Stein, Roe & Farnham and served as a vice president for relationship management in the cash products group at Kemper Financial Services.  Bill is regularly quoted in financial media outlets.  He earned his MBA from the University of Chicago’s Booth School of Business and has a B.S. in finance from Miami University.  He is series 7, 24 and 63 registered.

Tom Psarofagis is an ETF analyst for Bloomberg Intelligence. Prior to joining Bloomberg, he held roles in ETF groups at both Oppenheimer Funds and IndexIQ. Previously, Tom was in Product Development at Nasdaq where he worked on creating innovative indexes for ETF sponsors. Tom attended the University of Connecticut where he earned his Bachelor’s degree in Finance. Tom is a Chartered Market Technician and a member of the Market Technicians Association.

Brian Giere is responsible for all marketing and branding efforts for Amplify ETFs. Brian’s experience in ETFs spans across many different areas, including sales, business development, marketing, and as an investment advisor creating ETF models for clients. Prior to Amplify, Brian was an investment advisor with Promus Capital, a multi-family office in Chicago. Prior to joining Promus, Brian was Senior Vice President of National Accounts at Claymore Securities (now Guggenheim Investments). His experience in ETFs dates back to 2006 where he helped launch the initial suite of ETFs for Claymore Securities. Brian earned his B.A. from Hope College (Holland, MI), and has held FINRA Series 7, 24 and 63 licenses.

Jordan Farris is Managing Director and Head of ETF Product Development for Nuveen Investments, having joined in April of 2016 with the responsibilities of developing and bringing ETFs to market as well as overseeing the ongoing management of those ETFs. Prior to joining Nuveen in 2016, Jordan was Director of ETF Product Development for Guggenheim Investments, where he was responsible for the development and launch of ETFs within the equity, passive fixed income, active fixed income, and currency asset classes. Jordan was also a Senior Vice President of Institutional Business Development for Direxionshares and held various ETF business development roles at Northern Trust and Rydex Investments. Jordan earned his B.A. from the University of Michigan and M.B.A. from Northwestern’s Kellogg School of Management.