Sponsors 2012 Toronto

DIAMOND SPONSOR

Become a Sponsor

When you become a sponsor of the Exchange Traded Forum 2012, your organization has an exclusive opportunity to access high-level key world leaders in ETFs, Structured Products and Closed-End Funds.

You will also have the unique opportunity to increase your exposure and visibility to a large group of targeted industry attendees. Our various sponsorship packages offer valuable benefits to showcase and market your organizations valued services.


Sponsor Levels:

Diamond SOLD OUT
Platinum • SOLD OUT
Gold Silver Bronze

Please email us at info@exchangetradedforum.com
to request the Sponsorship Information Package.

PLATINUM SPONSOR

 


GOLD SPONSORS

 

SILVER SPONSORS

 

 



BRONZE SPONSOR

 

EXHIBITORS

 


 




COMPANY DESCRIPTIONS





Barclays moves, lends, invests and protects money for customers and clients worldwide. With over 300 years of history and expertise in banking, we operate in over 50 countries and employ over 140,000 people.
We provide large corporate, government and institutional clients with a full spectrum of solutions to their strategic advisory, financing and risk management needs. Our clients also benefit from access to the breadth of expertise across Barclays. We’re one of the largest financial services providers in the world, and are also engaged in retail banking, credit cards, corporate banking, and wealth and investment management.
Barclays offers premier investment banking products and services to its clients through Barclays Bank PLC.
For more information, visit www.barclays.com
.





Since launching in June 2009, BMO ETFs has emerged as one of the leading ETF providers in Canada. BMO ETFs is a diversified family of ETFs and includes a broad range of domestic and global investment solutions covering a full array of asset classes, sectors and regions. With more than 100 years of combined experience in managing institutional indexing and retail ETF strategies, BMO ETF's 100% Canadian team of ETF experts scours the global marketplace for opportunities to strategically design and build an innovative family of ETFs. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and a separate legal entity from Bank of Montreal.

About BMO Financial Group

Established in 1817 as Bank of Montreal, BMO Financial Group is a highly-diversified North American financial services organization. With total assets of $538 billion as at January 31, 2012, and more than 47,000 employees, BMO Financial Group provides a broad range of retail banking, wealth management and investment banking products and solutions.





The CEE Stock Exchange Group (CEESEG) comprises the stock exchanges of Budapest, Ljubljana, Prague and Vienna. With almost half of total market capitalization and half of equity turnover in Central and Eastern Europe, CEESEG is the largest player of all exchanges in the region.
CEESEG is well-known worldwide as the expert for indices with a reference to Central- and Eastern Europe and the CIS (Commonwealth of Independent States). At present, the Group calculates and disseminates more than 60 indices that represent the national, regional and sector-specific developments in CEE and CIS. The CEE Stock Exchange Group specializes in index calculation for the markets of Austria, Eastern and Southeast Europe as well as Russia. Overall, CEESEG covers 15 markets with its range of indices. Apart from the national and regional indices, sector indices are calculated as well as theme and style indices (e.g. fundamental indices, short indices, total return indices, sustainability indices, etc.).
A total of more than 135 issuers worldwide use the real-time and tradable indices calculated and disseminated by the CEE Stock Exchange Group as underlying for certificates, warrants, ETFs, actively and passively managed funds and other structured products.
More details on the indices of the CEE Stock Exchange Group can be obtained from the index platform www.indices.cc.





CIBC Mellon currently services approximately 33% of Canadian assets. Our client base is comprised of approximately 1,200 relationships representing over 1,100 domestic clients and close to 80 foreign financial institutions. Total assets under administration were more than CA $1.1 trillion as at December 31, 2011.
Our clients include Canadian pension funds, mutual funds, corporations, government, insurance companies, foreign insurance trusts, foundations and foreign financial institutions whose clients invest in Canada. We work in partnership with our clients to increase operational efficiencies, manage risk, and increase performance.
Built on the strengths and traditions of our two parent companies: Canadian Imperial Bank of Commerce (CIBC) and The Bank of New York Mellon Corporation (BNY Mellon), CIBC Mellon strives to design and deliver reliable asset servicing solutions to institutional investors operating in Canada. We first began offering asset services to institutional investors in 1996, when CIBC joined forces with Mellon Financial Corporation (Mellon) to form a 50/50 joint venture—CIBC Mellon Global Securities Services Company. On July 1, 2007, Mellon—our U.S. parent company—merged with The Bank of New York Company Inc. to form the 11th-largest financial services company in the world. As a result of this merger, BNY Mellon is now the global leader in asset servicing with more than US $26 trillion in assets under custody and administration.
For further information about CIBC Mellon, please visit cibcmellon.com.





First Asset is an independent Canadian investment management company focused on delivering superior risk-adjusted investment returns to Canadian investors and their investment advisors. Founded in 1996, First Asset is a leading manager of ETFs, mutual funds, and closed end funds in Canada.
First Asset offers a wide variety of solutions designed to fit any investor’s portfolio needs in diverse market conditions. In addition to its families of internally managed investment funds, First Asset provides Canadian investors with access to some of the world’s most recognized and respected investment managers.





Horizons Exchange Traded Funds ("Horizons ETFs") is a leading provider of innovative ETFs allowing investors to profit or protect in various market conditions, or to reduce their risk by hedging their existing market exposure. Horizons ETFs is the exclusive distributor of Horizons BetaPro ETFs and Horizons AlphaPro ETFs. BetaPro Management, Inc., the manager and the trustee of Horizons BetaPro ETFs, offers three types of structures: Bull+/Bear+ leveraged ETFs, Single ETFs, and Inverse ETFs. The HBP Bull+ ETFs and HBP Bear+ ETFs are designed to provide daily investment results, before fees and expenses, which correspond to double the daily performance, or double the inverse daily performance, respectively, of their specified underlying index or benchmark. The HBP Inverse ETFs are designed to provide daily investment results, before fees and expenses, which correspond to one times the inverse of their specified underlying index or benchmark. The HBP Single ETFs are designed to provide investment results, before fees, expenses, distributions, brokerage commissions, and other transaction costs, that endeavor to correspond to the performance of its specified underlying index. BetaPro is a subsidiary of Jovian Capital Corporation and manages approximately $2.3 billion amongst 49 ETFs as of March 31, 2011. AlphaPro Management, Inc., the manager and the trustee of the Horizons AlphaPro ETFs, is Canada's sole provider of actively managed ETFs. AlphaPro is a subsidiary of BetaPro Management, Inc., and manages approximately $609 million across 17* ETFs as of March 2011.
*Certain Funds currently trade on the exchange as closed-end funds and will convert to ETFs as per their prospectus.





Investment Executive is Canada's newspaper for financial advisors. IE offers insightful, hard-hitting news and analysis for financial professionals — stockbrokers, financial planners, insurance representatives, personal bankers and mutual fund salespeople. IE is read by more than 100,000 Canadian financial professionals.
Up to the minute industry news is available on www.investmentexecutive.com. You can also subscribe to our daily email service, which gives a summary of recent financial industry news.
IE is also available as a Smart Edition. You can sign up to be notified when the next issue is available at www.investmentexecutive.com
To sign up for any of our services, simply visit www.investmentexecutive.com/subscribe





Knight is a global financial services firm that provides trade execution, research, asset management and capital market services across multiple asset classes.
Through globally integrated desks, Knight is able to offer deep pools of liquidity in addition to well versed and professionally staffed desks. The ETF team’s experience dates back to the inception of ETF trading, over 17 years ago. Knight has consistently ranked #1 in ETF shares executed in the U.S. Knight offers agency and principal facilitation across all ETFs sponsors, in all ETFs, in the Americas & Europe.
For additional information about Knight Capital Group, Inc. (NYSE Euronext: KCG) please visit www.knight.com





KPMG's Financial Services Practice consists of more than 600 experienced professionals across Canada. With access to one of the largest global industry networks we offer customized, industry-focused Audit, Tax, and Advisory services. Our Financial Services teams have the experience, technical skills and industry focus to help clients address and overcome sector-specific business challenges. We help to clarify the issues and enhance competitive advantage.

Our Financial Services practice comprises four areas of focus:
• Banking
• Asset Management & Alternative Investments
• Insurance
• Investment Dealers
KPMG’s dedicated and results oriented approach can see you through your toughest business challenges. With our dynamic portfolio, we can help our clients realize their potential.





PowerShares, brought to you by Invesco, is Leading the Intelligent ETF Revolution™. In Canada, you can access the PowerShares Advantage through PowerShares TSX-listed ETFs and the PowerShares® Funds, which pair PowerShares innovative ETFs with another benefit-rich vehicle, the mutual fund. Whether you’re looking for broad market exposure, specialized investment strategies or access to niche markets, PowerShares products represent an intelligent option for your portfolio.
With a history of three decades supporting Canadians, Invesco operates in Canada under the Trimark, Invesco and PowerShares product brands. Invesco Ltd. is a leading independent global investment manager, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our retail, institutional and high-net-worth clients around the world. Operating in more than 20 countries, the company is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.ca.





Quadrexx, a Canadian investment management firm with offices in Toronto, Calgary and Saskatoon, was established in 2003 to create, manage and distribute investment products. The firm has four divisions: Wealth Management Services, Private Equity, Fund Management Services and Estate Planning and Insurance Advisory Services.
Quadrexx offers a high degree of experience and training within its team of investment professionals. In addition to portfolio management, our principals have backgrounds in management, accounting, engineering, computer modeling, and quantitative, fundamental and technical analysis. Quadrexx is strongly committed to professionalism, creativity, and integrity.
Quadrexx has grown to be a niche player in the alternative investment space by offering retail investors the opportunity to invest in asset classes and strategies that are not easily accessible to Canadian retail investors.





RBC Dexia Investor Services offers a complete range of investor services to institutions worldwide. Our unique offshore and onshore solutions, combined with the expertise of our 5,500 professionals in 15 markets, help clients grow their business and sustain enhanced performance through efficiency improvements and robust risk management practices.
Equally owned by RBC and Dexia, the company ranks among the world's top 10 global custodians with USD 2.7 trillion in client assets under administration.

Services offered
RBC Dexia’s innovative solutions include global custody, fund and pension administration, shareholder services, distribution support, securities lending and borrowing, reconciliation services, compliance monitoring and reporting, investment analytics, and treasury services.

rbcdexia.com





TMX Group owns and operates Toronto Stock Exchange and TSX Venture Exchange. Toronto Stock Exchange, established in 1852, provides senior issuers with efficient access to public equity, liquidity for existing and new investors, and the prestige and market exposure associated with being listed on a world-class market. Toronto Stock Exchange is Canada’s senior equities market, providing domestic and international investors with access to the Canadian marketplace. Issuers list a variety of securities on Toronto Stock Exchange, including conventional securities and equity-related products, including exchange-traded funds, income trusts and investment funds. Serving the public venture capital market, TSX Venture Exchange provides access to growth capital for early stage companies while offering investors a well-regulated market for making venture investments. TSX Venture Exchange is Canada’s junior listings market, providing companies at the early stages of growth the opportunity to raise capital. TSX Venture offers an excellent venue for growth, while offering investors a well-regulated market for investing.





Vanguard is one of the world’s largest investment management companies, providing investments, services, and practice management solutions to help financial advisors build their practices and serve their clients. As of December 31, 2011, global assets under management totalled more than $1.8 trillion, including more than $183 billion in low-cost ETFs. Vanguard Investments Canada Inc. launched six core ETFs on Toronto Stock Exchange in December 2011.




















 
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Sponsor and Speaking Opportunities and Press Inquiries
If you're interested in sponsorship and speaking opportunities, or if you are a member of the media interested in attending the event please contact:

Sara Kasuji
kasuji@radiusfinancialeducation.com

T: 416.306.0151

General Questions

If you have a general question about the Forum please contact:
info@exchangetradedforum.com