Seminars & Conferences

Darden Faculty Research - Seminars & Conferences - Academic and Practitioner Symposium on Mutual Funds and ETFs

Academic and Practitioner Symposium on Mutual Funds and ETFs

Mayo Center

The Mayo Center for Asset Management at the UVA Darden School of Business and the Investment Company Institute, held the latest 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.


"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

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

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"
Alberto Rossi

Presenter: Alberto Rossi, Professor of Finance, Georgetown University McDonough School of Business
Watch a brief interview about this session



Michael Reher


Discussant: Michael Reher, Assistant Professor of Finance, UC San Diego Rady School of Management



Scott Smith


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"
Joel Dickson


Joel Dickson, Global Head of Advice Methodology, Vanguard


Phil Korenman


Phil Korenman, Head of Individual Investors, T. Rowe Price
Watch a brief interview here about this session


Alex Michalka



Alex Michalka, Director of Investments, Wealthfront


Sarah Holden


Moderator: Sarah Holden, Senior Director, Retirement & Investor Research, Investment Company Institute



Noon - 1:00 p.m. Keynote Luncheon
Chris Giancarlo


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


Eric Pan


Moderator: Eric Pan, President and CEO, Investment Company Institute



1 p.m. - 2:10 p.m. Paper Presentation
"Miner Collusion and the Bitcoin Protocol"
Christine Parlour


Presenter: Christine Parlour, Professor of Finance, UC Berkeley Haas School of Business


Jiasun Li


Discussants: Jiasun Li, Assistant Professor of Finance, George Mason University School of Business


Ananth Madhavan


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"

David LaValle


Panelists: David LaValle, Global Head of ETFs, Grayscale
Watch a brief interview here about this session

Cesar Fracassi


Cesare Fracassi, Chief Economist, Coinbase Institute


Simeon Hyman


Simeon Hyman, Head of Investment Strategy, ProShares
Read the ProShares Piece, “BITO: One-Year Update,” here.


Marty Burns

Moderator: Marty Burns, Chief Industry Operations (fmr.), Investment Company Institute


3:30 p.m. Concluding Remarks

Shelly Antoniewicz


Shelly Antoniewicz, Sr. Director of Industry and Financial Analysis, Investment Company Institute



Aaron Fernstrom 

Shelly Antoniewicz 

Previous Years

  • 2022

    Climate Change and Asset Management

    11 February 2022

    Noon - 12:40 p.m.: Keynote Address with Moderated Q&A:


    Lisa JonesLisa JonesHead of Americas, President and CEO, Amundi US




    Eric PanEric J. PanPresident and CEO, Investment Company Institute


    12:40 PM-2:00 PM: Paper Presentation, Industry Panel Discussion and Moderated Q&A

    Academic Presenter: 


    Lubos PastorLubos Pastor, Charles P. McQuaid Professor of Finance at the University of Chicago Booth School of Business

    Paper: Dissecting Green Returns




    John StreurJohn Streur, President and CEO, Calvert Research and Management

    John Streur is president and chief executive officer for Calvert Research and Management. John is also president and a trustee of the Calvert Funds as well as a board director of Calvert Impact Capital and chair of its Audit and Finance Committee. He guided the creation of the Calvert Principles for Responsible Investment, the Calvert Research System and the Calvert Indices, and has placed focus on investment research and emphasis on environmental, social and governance (ESG) factors integrated with investment decisions. He joined Calvert Research and Management in 2016. Before joining Calvert Research and Management, he was president and chief executive officer with Calvert Investments. He has managed socially responsible investments at the request of institutional clients, including public funds, religious institutions, and college and university endowments since 1991. Previously, he was president, director and principal of Portfolio 21, a boutique firm specializing in global environmental investing, and spent 20 years at AMG Funds (and its predecessors), a firm he co-founded and where he served as president, CEO and chair of the Investment Committee.


    Jennifer WuJennifer Wu, Managing Director, J.P. Morgan Asset Management

    Jennifer Wu is responsible for leading J.P. Morgan Asset Management’s firm-wide strategic efforts in building a global sustainable investing platform across ESG and climate change research, client solutions and engagement, investment stewardship and ESG integration, and development of innovative strategies. Prior to joining J.P. Morgan, Jennifer was responsible for leading the global effort of creating innovative investment solutions and analytics at BlackRock’s Sustainable Investing team. Previously, Jennifer was BlackRock’s Head of Corporate Strategy & Development for Asia-Pacific. Prior to joining BlackRock in 2014, Jennifer worked for the Asian Development Bank (ADB) in the energy sector of the Central and West Asia Department and was responsible for project finance across power infrastructures and country-level energy sector reforms. Before ADB she served as Managing Director in the Strategic Development group of CLSA Limited responsible for acquisitions and strategic partnerships in Asia-Pacific and Europe.


    Richard EvansRichard B. Evans, Associate Professor of Business Administration and Donald McLean Wilkinson Research Chair in Business Administration, UVA Darden School of Business

  • 2021


    Session 1: Diversity and Inclusion (Friday, 19 February 2021)

    View Video

    12:00PM-12:25pm: Keynote Speaker

    Mellody Hobson
    Co-CEO and President
    Ariel Investments

    12:25 PM-12:40 PM: Moderated Q&A 

    Richard B. Evans, Associate Professor of Business Administration and Donald McLean Wilkinson Research Chair in Business Administration, Darden School of Business

    12:40 PM-1:35 PM: Paper Presentation and Panel Discussion

    Academic Presenter: Renee B. Adams, Professor of Finance, University of Oxford

    Paper: Gender Discrimination as a Consequence of Team Failure

    Panel Discussion: 

    Wendy John, Fidelity, Head of Global Diversity & Inclusion 

    Laura Fergerson, President, Franklin Templeton Services 

    1:35 PM-2:00 PM: Moderated Q&A by Richard Evans 

    Session 2: Financial Fragility, Fixed Income and COVID-19 (Friday, 26 February 2021)

    View Video

    12:00 PM - 12:25 PM: Keynote Speaker

    John Hollyer
    Global Head of Fixed Income

    12:25 PM - 12:40 PM: Moderated Q&A

    Sean Collins
    Chief Economist 
    Investment Company Institute (ICI)

    12:40 PM-1:35 PM: Paper Presentation and Panel Discussion

    Academic Presenter: Itay Goldstein, Professor of Finance, The Wharton School, University of Pennsylvania

    Paper: Financial Fragility in the COVID-19 Crisis: The Case of Investment Funds in Corporate Bond Markets

    Panel Discussion: 

    Gerald Pucci, Head of Global Low Touch Fixed Income Trading and Global Head of Repo, Blackrock

    Marc Seidner, PIMCO, CIO Non-traditional Strategies

    1:35 PM- 2:00 PM: Moderated Q&A 

    Davide Tomio, Assistant Professor of Business Administration, Darden School of Business