The Mayo Center for Asset Management at the UVA Darden School of Business and the Investment Company Institute, held the Academic Practitioner Symposium on Mutual Funds and ETFs in Feburary 2023. Returning to its traditional, in-person format, the Symposium convened academics and practitioners with a focus on fintech, cryptocurrency, and robo-advising. Please find program details below with further information and video links as available.
Program
"Fintech, Robo-Advising and Cryptocurrencies"
Friday, 24 February 2023
9 a.m. - 3:30 p.m. (EST)
UVA Darden Sands Family Grounds
1100 Wilson Blvd., Arlington, VA 22209
8 a.m. - 9 a.m. Registration and Continental Breakfast
9 a.m. - 9:20 a.m. Welcome and Opening Remarks
Pedro Matos, James A. and Stacy Cooper Bicentennial Professor of Business Administration, John G. Macfarlane Family Chair and Academic Director, Richard A. Mayo Center for Asset Management, UVA Darden School of Business
Richard Evans, Professor of Business Administration, Donald McLean Wilkinson Research Chair in Business Administration, UVA Darden School of Business
9:20 a.m. - 10:30 a.m. Paper Presentation
"Who Benefits from Robo-Advising? Evidence from Machine Learning"
Presenter: Alberto Rossi, Professor of Finance, Georgetown University McDonough School of Business
Watch a brief interview about this session
Discussant: Michael Reher, Assistant Professor of Finance, UC San Diego Rady School of Management
Discussant: Scott Smith, Director of Advice Relationships, Cerulli Associates
10:30 a.m. - 10:50 a.m. Break
10:50 a.m. - 11:50 a.m Panel Discussion
"The Future of Robo-Advising in Asset Management"
Panelists:
Joel Dickson, Global Head of Advice Methodology, Vanguard
Phil Korenman, Head of Individual Investors, T. Rowe Price
Watch a brief interview here about this session
Alex Michalka, Director of Investments, Wealthfront
Moderator: Sarah Holden, Senior Director, Retirement & Investor Research, Investment Company Institute
Noon - 1:00 p.m. Keynote Luncheon
Chris Giancarlo, Chairman (fmr.), U.S. Commodities Futures Trading Commission
We invite you to explore the latest whitepaper from the Digital Dollar Project, of which Mr. Giancarlo is Executive Chairman.
Watch a brief interview about this session
Moderator: Eric Pan, President and CEO, Investment Company Institute
1 p.m. - 2:10 p.m. Paper Presentation
"Miner Collusion and the Bitcoin Protocol"
Presenter: Christine Parlour, Professor of Finance, UC Berkeley Haas School of Business
Discussants: Jiasun Li, Assistant Professor of Finance, George Mason University School of Business
Ananth Madhavan, Managing Director, BlackRock
2:10 p.m. - 2:30 p.m. Break
2:30 p.m. - 3:30 p.m. Panel Discussion
"The Future of Cryptocurrency in Asset Management"
Panelists: David LaValle, Global Head of ETFs, Grayscale
Watch a brief interview here about this session
Cesare Fracassi, Chief Economist, Coinbase Institute
Simeon Hyman, Head of Investment Strategy, ProShares
Read the ProShares Piece, “BITO: One-Year Update,” here.
Moderator: Marty Burns, Chief Industry Operations (fmr.), Investment Company Institute
3:30 p.m. Concluding Remarks
Shelly Antoniewicz, Sr. Director of Industry and Financial Analysis, Investment Company Institute
