Index Strategy Advisors, Inc. CEO & CIO James McDonald serves on China expert panel at world’s largest ETF Conference

By | February 1st, 2014 10:02 PM EST | posted in Press Releases, Spotlight, Uncategorized

On January 28, 2014, James McDonald, the Chief Executive Officer and Chief Investment Officer of Index Strategy Advisors, Inc. served as an expert panelist as part of a conference session addressing China: The Outlook & How to invest in it with ETFs at the Inside ETFs Conference in Hollywood, FL.  McDonald’s co-panelists were Bryan Chan, Chief Executive Officer of China Exchanges Services Company, Ltd. Ben Johnson, Director of Global ETF Research, Morningstar, Inc., and Jamie Perrett, Director of Research at FTSE. The panel of experts was moderated by Senior ETF Specialist Dennis Hudachek. 


2014 Inside ETFs Expert Panel – China: The Outlook & How to Invest in it With ETFs (Left to right: James McDonald, Ben Johnson, Bryan Chan, Jamie Perrett)


The expert panel addressed the complexities and challenges facing individuals who seek to profit from the China growth story.  Few experts agree on what to make of China. Is the government going to step in and ensure that growth continues? If not, just how hard of a landing are we in for? The expert panel addressed what investors should be expecting.


  • Can you trust the data? Financial reporting and its implications
  • The hard landing: What happens if things go wrong?
  • ETF exposure: The best approach to a challenging market



bryan-chanPanelist: Bryan Chan joined the HKEx in 2000, and was appointed co-head of Equities, Fixed Income and Currency in the Global Markets division in January 2013. In September 2012, he was appointed chief executive of China Exchanges Services Company Ltd., a joint venture of HKEx and the Shanghai and Shenzhen stock exchanges. Chan was admitted as a Fellow Member of the Hong Kong Securities & Investment Institute in 2012. He holds a B.S. in engineering from the University of Hong Kong.

dennis-hudachekModerator: Dennis Hudachek is a Senior ETF Specialist at IndexUniverse. He is the lead analyst for international and currency ETFs, and leads IndexUniverse’s ETF Classification System (ECS). Dennis also specializes in ETF structures and taxation. Prior to IndexUniverse, Dennis worked as a senior specialist in the Global Wealth Management division at Merrill Lynch. Dennis has a B.A. in economics from UC Davis. He has passed numerous FINRA exams and the CFA Level 1 exam.

ben-johnsonPanelist: Ben Johnson is director of global passive fund research for Morningstar. In this role, he is responsible for leading the firm’s research of passive investment strategies worldwide. Prior to assuming his current role in 2012, Johnson was director of European ETF research, covering European-domiciled ETFs. Before joining Morningstar in 2006, Johnson worked as a financial advisor for Morgan Stanley. He holds a B.S. in economics from the University of Wisconsin.

.James McDonald Index Strategy AdvisorsPanelist: James McDonald is CEO/CIO of Index Strategy Advisors (ISA), and one of IndexUniverse’s 2012 Ten Rising Stars among ETF advisors. He led the design of ISA’s investment research platform, which algorithmically monitors over 1,200 indexes across 150 sectors, within 46 countries, in real time. Prior to ISA, McDonald was the director of Strategic Initiatives at the $12 billion AUM Wealth Management Group at Compass Bank. He holds a bachelor’s degree in economics from Harvard University.

jamie-perrettPanelist: Jamie Perrett is part of FTSE’s research and analytics team. As director, index research, his role involves working closely with FTSE’s partners and key clients, including major asset owners, fund managers and investment banks in the creation of new index products. After joining FTSE in 2000, one of Perrett’s first roles was working on the creation of the FTSE China Index Series, particularly in creating the FTSE China 25 Index.


With over 1,280 attendees, the 7th annual Inside ETFs conference held over a four-day event was highlighted by a world-class speaking faculty that featured keynote addresses from Jeb Bush and Pat Riley (Miami Heat) as well as market insight from industry experts like Tom Dorsey,Nouriel Roubini, Jeremy Siegel, Tom Dorsey, Larry Swedroe and many others. The conference was broadcast live on CNBC and provided all participants the opportunity to hear from thought leaders, share best practices and strengthen their ETF knowledge.

Click here to learn more about’s  7th Annual Inside ETFs Conference

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