Day
Date
From - To + Timezone
Primrose Hall

Beyond Market Concentration: Active ETFs for today’s market

This session explores how specialized active management can de-risk a portfolio by looking where the benchmarks don’t. We will discuss the 2026 outlook for Infrastructure and Real Assets as a hedge against equity concentration. In addition, we will cover how a high-conviction, fundamental approach to stock picking can identify the next generation of leaders currently overshadowed by the mega-cap tech giants.

Session speakers

Dodd
Dodd Kittsley
National Director, Davis Advisors
Dodd Kittsley
National Director, Davis Advisors
Dodd Kittsley is National Director at Davis Advisors, an independent, employee‐owned investment management firm founded in 1969. His responsibilities include managing the firm’s relationship team with advisors as well as leading the ETF business. Dodd was previously Head of ETF Strategy for DWS, Global Head of ETP Research for BlackRock and Head of Due Diligence for iShares. At BGI, he was responsible for providing thought leadership on ETF product and industry related insights. Mr. Kittsley has also held research and fund due diligence positions at State Street Global Advisors and Morgan Stanley, where he helped build one of the first independent ETF research teams in the industry. He has published extensively and is a frequent speaker at industry conferences and in the media. Mr. Kittsley earned a B.A. degree from Hamilton College and a Master’s degree from University of Houston. He holds various U.S. securities licenses, serves on FINRA’s continuing education committee and is on the editorial board for the Journal of Beta Investment Strategies. He received the Chartered Financial Analyst (CFA®) designation and is a member of CFA® Institute.
Portfolio strategies
Tyler
Tyler Rosenlicht
Head of Natural Resource Equities, Cohen & Steers
Tyler Rosenlicht
Head of Natural Resource Equities, Cohen & Steers
Tyler Rosenlicht, Senior Vice President, is a portfolio manager for Global Listed Infrastructure and serves as Head of Natural Resource Equities. Prior to joining the firm in 2012, Mr. Rosenlicht was an investment banking associate with Keefe, Bruyette & Woods and an investment banking analyst with Wachovia Securities. Mr. Rosenlicht has a BA from the University of Richmond and an MBA from Georgetown University. He is based in New York.
Portfolio strategies
Todd
Todd Rosenbluth
Head of Research, TMX VettaFi
Todd Rosenbluth
Head of Research, TMX VettaFi
Todd Rosenbluth is the Head of Research at VettaFi. He oversees the firm's research into ETFs, product trends, and advisor behavior. He was previously the head of ETF & Mutual Fund Research at CFRA. Todd is frequently quoted in the financial press at outlets like Barron's, the Financial Times, Investment News, and the Wall Street Journal, and has spoken at various ETF conferences.
Plenary sessions
Plenary sessions
Portfolio strategies

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