Day
Date
From - To + Timezone
Clear Street stage
1 CE Credit

ETF Study Hall: Due diligence part 1

After a historic 2025 that saw U.S.-listed ETF inflows shatter the $1.3 trillion mark and total products surpass the number of listed stocks, the ETF industry has entered a new phase. But in a market increasingly crowded with nearly 5,000 products, how do you separate structural innovation from cyclical noise? We will learn due diligence tips from ETF analysts from Bloomberg and FactSet.

Session speakers

Elisabeth
Elisabeth Kashner, CFA®
Director of Global Funds Research & Analytics, FactSet
Elisabeth Kashner, CFA®
Director of Global Funds Research & Analytics, FactSet
Elisabeth Kashner, CFA, serves as Director of Global Funds Research at FactSet. Elisabeth manages FactSet’s Funds Analytics, providing classifications, ratings, and analytical data. Elisabeth’s though leadership covers industry microstructure and investor behavior. Elisabeth holds a BA from Brown University and a Masters in Financial Analysis from the University of San Francisco. Elisabeth is proud of her work with Women in ETFs, where she currently serves as a board member and as US co-secretary, and previously served as the founding co-head of the Speakers’ Bureau and San Francisco chapter.
Practice Management
Eric
Eric Balchunas
Senior ETF Analyst, Bloomberg Intelligence
Eric Balchunas
Senior ETF Analyst, Bloomberg Intelligence
Eric Balchunas is an analyst at Bloomberg Intelligence focused on exchange-traded funds.
Practice Management
Plenary sessions
Kirsten
Kirsten Chang
Senior Industry Analyst, TMX VettaFi
Kirsten Chang
Senior Industry Analyst, TMX VettaFi
Kirsten Chang is a Senior Industry Analyst at VettaFi. She previously worked at CNBC for over ten years as a Markets Producer on the New York Stock Exchange. In that role, she collaborated with Bob Pisani on market coverage and helped launch CNBC's "ETF Edge" show, podcast, and newsletter. Before that, she worked on CNBC's "Squawk Box," where she booked and pre-interviewed various financial leaders.
Practice Management
Practice Management
Portfolio strategies

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