Education Luncheon
Join us on Wednesday, October 8, 2025
“What’s new with ETF product innovation and using ETFs to navigate structural changes in AI and Geopolitics in portfolios”
Join us for an engaging education luncheon designed for financial analysts: "What’s New with ETF Product Innovation: Navigating Structural Change in AI and Geopolitics." This timely session will explore the latest trends in ETF development and how innovative strategies are being used to manage risk and capture opportunities in a rapidly evolving global landscape. From the rise of artificial intelligence to shifting geopolitical dynamics, discover how ETFs can be effectively utilized to position portfolios for long-term resilience and growth. Don’t miss this opportunity to gain fresh insights and practical tools from industry experts.
SCHEDULE:
12:00 – 1:30 PM
Lunch & 30-40 minute presentation followed by Q&A.
COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest
Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $40.00
1.5 CE Credit awarded for CFA Society Hartford members.
Join us for an engaging education luncheon designed for financial analysts: "What’s New with ETF Product Innovation: Navigating Structural Change in AI and Geopolitics." This timely session will explore the latest trends in ETF development and how innovative strategies are being used to manage risk and capture opportunities in a rapidly evolving global landscape. From the rise of artificial intelligence to shifting geopolitical dynamics, discover how ETFs can be effectively utilized to position portfolios for long-term resilience and growth. Don’t miss this opportunity to gain fresh insights and practical tools from industry experts.
SCHEDULE:
12:00 – 1:30 PM
Lunch & 30-40 minute presentation followed by Q&A.
COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest
Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $40.00
1.5 CE Credit awarded for CFA Society Hartford members.
Location
Max Downtown
185 Asylum Street, Hartford, CT
185 Asylum Street, Hartford, CT
Date & Time
Wednesday, October. 8, 2025
12:00 PM - 1:30 PM
12:00 PM - 1:30 PM
SPONSORED BY
Guest Speaker
Jay Jacobs
U.S. Head of Equity ETFs
BlackRock
BlackRock
Jay Jacobs is the U.S. Head of Equity ETFs at BlackRock. In this role, Jay oversees the overall product strategy, thought leadership, and client engagement for the firm's index and active equity ETF business. Previously, Jay founded and led Global X ETF's Research and Strategy team. Prior to joining Global X, Jay was a business analyst at the New York Stock Exchange (NYSE) where he helped launch hundreds of ETFs on the NYSE Arca trading platform. Jay is frequently cited as an expert in the media across print, online and broadcast media including CNBC, Bloomberg, and The Wall Street Journal. He holds a BA from Emory University in International Studies and an MBA from Columbia Business School. He is a CFA charter holder. Jay is a member of the executive advisory board of Columbia Business School’s Program for Financial Studies. He resides in the New York area and is an avid explorer, spending his spare time in the outdoors hiking, skiing, kayaking, and mountain biking.