ETF Oasis agenda puts ETF innovation and tax strategies in focus

ETF.com has announced the agenda for its ETF Oasis programme at the Future Proof conference, setting out a series of discussions on exchange-traded funds and related investment strategies.

The programme features ETF.com President and Director of Research Dave Nadig, alongside executives, advisers and analysts from firms including Alpha Architect, Aptus, Alger, TCW, Davis Advisors, Manulife John Hancock Investment and PIMCO.

Sessions will cover alternatives, including gold and real-estate allocations; tax-managed solutions; options income; and custom overlays for investors with concentrated holdings. One discussion will address so-called 351 exchanges and return-of-capital income products, although the source does not clarify the terminology or independently verify the claims made about these approaches.

Other sessions will examine active ETF strategies, core and core-plus fixed-income portfolios, innovation-driven investing and market opportunities. The agenda also includes discussions on artificial intelligence’s impact on businesses and equity selection, as well as the challenges facing new ETF launches.

The programme is presented as a series of planned conversations and promotional descriptions from participating firms, rather than as independently verified investment advice or evidence of investment outcomes. The agenda also lists breakfasts, ice-cream events, happy hours, cocktails and receptions, including an active ETF sunset social.