Agenda 2012 Vancouver

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Vancouver, Pan Pacific Vancouver


Wednesday, June 20, 2012

8:00

CONFERENCE REGISTRATION AND BREAKFAST IN THE FOYER
Sponsored by: PowerShares

9:00 – 9:05

OFFICIAL WELCOME
Judy Street, Vice- President, Radius Financial Education

9:05 – 9:10

OPENING REMARKS
Pat Bolland, Senior Counsel, Veritas Communications

9:10 – 9:25 ETFs IN CANADA
Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange

2011 and 2012 has been a time of exponential growth and change in Exchange Traded Products. In this session Amelia will drill down on the roll Canada has played as well as the growth and trends we have experienced. She will also discuss the trends occurring around the world.

9:25 – 10:15 BOOMS, BUSTS AND BAILOUTS
John Stephenson, Senior Vice President and Portfolio Manager, First Asset Investment Management Inc.

 

10:15 – 10:55 BEYOND TRADITIONAL INDEXING
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Rohit Mehta, Senior Vice President, Sales & Marketing, First Asset Capital Corporation;
Paul D. Kaplan, Ph.D., Director of Research, Morningstar Canada

The rise of fundamental factor weight strategies
What is the rationale behind them?
How can these strategies ‘fit’ in your portfolios?

10:55 – 11:10 NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: BMO Asset Management
11:10 – 12:10 TRADING
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Christopher Johnson, Director, Knight ETF Trading;
Gary Knight, Vice President, Trading, TSX Markets

• High Frequency Trading
• Best Execution
• Use of a Market Maker
• Dark Pools
• Sourcing Liquidity

12:10 – 12:50 CONCURRENT WORKSHOPS
ETF FUNDAMENTALS
ETF PRODUCT WORKSHOP
Moderator: Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange

Representatives from ETF product manufacturers discuss what's new in their advanced product strategies line up.


ADVANCED STRATEGIES
TACTICAL INVESTING USING ETFS: STRATEGIES FOR A VOLATILE MARKET
Jaime Purvis, Executive Vice President, Horizons ETFs

Due to a progressively interconnected financial system, markets have now become more vulnerable to systemic risks. How should investors respond to unprecedented volatility?

• Tactical ETF approaches for today’s investors
• Bull, bear and trendless market tactics
• How do you best employ ETFs to execute these strategies?

12:50 – 1:40

BUFFET LUNCH IN EXHIBIT HALL

Sponsored by: TMX | Toronto Stock Exchange | TSX Venture Exchange

1:40 – 2:20 CONCURRENT WORKSHOPS
ETF FUNDAMENTALS
JUST STARTING TO USE ETFs, THIS WORKSHOP WILL WALK YOU THROUGH:
Parm Dhaliwal, Sales Executive, Vanguard

• What are ETFs?
• How ETFs work
• Potential benefits of ETFs


ADVANCED STRATEGIES
ADVANCED TRENDS IN PORTFOLIO CONSTRUCTION
Mark Yamada, President & CEO, PUR Investing
Tyler Mordy, Director of Research, HAHN Investment Stewards & Company Inc.

Asset allocation is dead, long live asset allocation
Low volatility strategies
Matching client risk tolerance to ETF portfolios

2:20 – 3:00 CONCURRENT WORKSHOPS
ETF FUNDAMENTALS
JUST STARTING TO USE ETFS, THIS WORKSHOP WILL WALK YOU THROUGH:
Mark Webster, Vice President, BMO Asset Management

BMO Asset Management
• Transitioning your business
• Asset allocation strategies
• Creating portfolios
• How do I get paid


ADVANCED STRATEGIES
ETF PRODUCT WORKSHOP
Moderator: Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange

Representatives from ETF product manufacturers discuss what's new in their product line up.

3:00 – 3:15

NETWORKING BREAK IN EXHIBIT HALL

Sponsored by: Vanguard

3:15 – 3:55 CONCURRENT WORKSHOPS
EXCHANGE TRADED NOTES AND RECEIPTS
Brennan O'Brien, Assistant Vice President, Barclays
Steve Higgins, Manager, Canadian Gold Reserves program, Royal Canadian Mint

Exchange Traded Notes and Receipts are a rapidly growing component of the investor’s toolkit for accessing to ‘hard to reach’ asset classes such as commodities, volatility and multi-asset class strategies. This session explores some of the recent developments in the ETN and ETR market and shares some considerations from the issuer's perspective as to the challenges and advantages for Canadian investors.


ADVANCED ETF STRATEGIES
Tim Pickering, Founder and President, Auspice Capital Advisors
Mark Webster, Vice President, BMO Asset Management
Aye M Soe, Director, Index Research and Design, S&P Indices

• Covered Call strategies
• Alternative Beta Strategies
• Commodity and Managed Futures ETFs
• How they work, cost structure, benefits

3:55 – 4:25

USING FIXED INCOME ETFs TO OPTIMIZE PORTFOLIO PERFORMANCE
Moderators: Pat Bolland, Senior Counsel, Veritas Communications
Michael Cooke, Head of Distribution, PowerShares Canada
Rohit Mehta
, Senior Vice President, Sales & Marketing, First Asset Capital Corporation
Mark Raes, Vice-President and Portfolio Manager, BMO Asset Management

ETFs can fundamentally change the way you access the Fixed Income Market. In this session you will learn how ETFs can:

Offer better liquidity
• Offer more Efficient Trading
• Simplify Portfolio Management

4:25 – 5:05

INDEX METHODOLOGY
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Michael Cooke, Head of Distribution, PowerShares Canada;
Mark Raes, Vice-President and Portfolio Manager, BMO Asset Management

Atul Tiwari, Managing director, Vanguard Investments Canada Inc.

A look under the hood at indexing
• How to choose between competing indexes; cap weight vs. market weight vs. fundamental weight
• Factor weight strategies

5:05

CLOSING REMARKS
Pat Bolland,
Senior Counsel, Veritas Communications


5:05 – 6:30 COCKTAIL RECEPTION IN EXHIBIT HALL
Sponsored by: First Asset: Exchange Traded Funds

Remember to bring your business cards! The not-to-be-missed Reception on the evening of Wednesday June 20th will provide you with crucial time to interact with key players in your industry.

*Please note that, while every effort will be made to present the program as advertised, speakers, topics and timing are subject to change due to circumstances beyond our control.

 
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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