Speakers 2013 Vancouver

LEADING FACULTY (by last name)
Dean Allen, Head of Product Management, Vanguard
Pat Bolland, Senior Counsel, Veritas Communications
Karl Cheong, Senior Vice President, Head of Product Development, First Trust Portfolios Canada
Miles Clyne, Portfolio Manager, Raymond James
Michael Cooke, Head of Distribution, PowerShares Canada
Bobby Eng, Senior Vice President, Head of Sales, First Trust Portfolios Canada
Steve Higgins, Senior Manager, ETF Compliance & Investor Relations, Royal Canadian Mint
Rohit Mehta, Senior Vice President Sales & Marketing, First Asset ETFs
Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange
Scott Newman, Global Investment Strategist, Invesco Canada
Christopher Philips, Senior Analyst, The Vanguard Group, Inc.
Jaime Purvis, Executive Vice President, National Accounts, Horizons ETFs
Yves Rebetez, Managing Director, Editor, ETFinsight
Thérèse Soong, Partner, Investment Advisor, IA Securities
Mark Webster, Vice President, Western Canada, BMO ETFs
Mark Yamada, President & CEO, PUR Investing
Dean Allen, Head of Product Management, Vanguard
LDean Allen is head of product management for Vanguard Investments Canada Inc. Mr. Allen supports the development of Vanguard’s ETF business in Canada where he provides product support for sales and manages capital markets relationships.
Prior to his current position, Mr. Allen was a sales executive in Vanguard’s Financial Advisor Services. He was responsible for building and maintaining strategic sales partnerships with private wealth management groups at banks and independent trust companies in the United States.
Mr. Allen earned a B.S. in finance from the University of Maryland. He is a member of the CFA Society of Toronto.
Pat Bolland, Senior Counsel, Veritas Communications
Longtime business commentator Pat Bolland has been a business thought leader north and south of the border, from the investment frontline right up to business opinion media. Pat worked his way up in the investment industry from floor clerk on the Toronto Stock Exchange to VP with a top tier firm before moving into broadcasting. Pat’s been business editor at four major networks, currently Sun New Network on ‘AM Agenda’ and has parlayed his TV hosting skills into media training and corporate PR as well as hosting, moderating and webcasting for events and conferences, not to mention a lot of lacrosse coaching. Despite all his business and sport acumen he’s best know as “the guy with the ‘stache”. Follow him at www.patbolland.com

Karl Cheong, Senior Vice President, Head of Product Development, First Trust Portfolios Canada
Karl Cheong is Senior Vice President, Head of Product Development. Mr. Cheong has over 10 years of experience in product structuring, asset allocation and sales. He was most recently Vice President, Head of Product for Claymore Investments Inc. (recently acquired by Blackrock Asset Management Canada Limited) where he played an integral role in developing and bringing to market some of the most successful Exchange Traded Funds in the Canadian marketplace. He also played a significant role in the implementation of Claymore's key corporate initiatives.

Miles Clyne, Portfolio Manager, Raymond James
Miles began his career as an investment advisor with Merrill Lynch. In 2007 he joined Raymond James Ltd. Miles spent about five years early in his career as a financial columnist publishing weekly articles. Miles is a Portfolio Manager who is option licensed in both Canada and the US. Miles is a partner in BouryClyne Private Wealth Management.
In 2005, Miles began work on Quest Portfolio Analytics™, which serves as the heart of his investment process. Quest is an automated quantitative based portfolio management system. Quest focuses on understanding the collective value of a basket of securities verses the independent value of the securities. The initial goal was to determine if there was a better way to bring stability & growth to portfolios compared to the traditional practice of Modern Portfolio Theory.
Quest has developed into and automated portfolio management system that efficiently and accurately deals with three key issues of money management; Security selection, asset allocation and how to manage the asset allocation. The system virtually builds a portfolio around an expected return, providing the portfolio solutions beginning with the lowest risk portfolios. The answer to the question is yes, there is a better way to manage portfolios.
Quest Portfolio Analytics™ is patent pending across North America.
Michael Cooke, Head of Distribution, PowerShares Canada
In this role, Michael integrates PowerShares exchange traded products into the Canadian retail and institutional markets. He works with both internal and external clients to complement Invesco’s existing business and bring the best of Invesco PowerShares global expertise to Canadian investment professionals and their clients.
Michael joined Invesco in 2008 after a career in derivative product marketing where he was responsible for the origination, structuring and distribution support of a broad range of products linked to a range of asset classes including fixed income, equity, commodities, managed funds and currencies. Prior to that, Michael held progressively senior sales, marketing and management positions at several global asset management firms. During his career, Michael has consulted with numerous institutional and retail clients across multiple product and business lines.
He is a graduate of Queen’s University in Political Studies and makes his home in Toronto with his wife and two children.
Bobby Eng, Senior Vice President, Head of Sales, First Trust Portfolios Canada
Bobby Eng is Senior Vice President, Head of Sales at First Trust Portfolios Canada. He is responsible for sales and distribution of the AlphaDEX™ Exchange Traded Funds line up as well as other products. Mr. Eng has over 15 years of experience in the financial services industry and was most recently the Director & Vice President, Head of National Accounts at Blackrock Asset Management responsible for retail brokerage senior executive relationships. He was also instrumental in the success of the iShares, Exchange Traded Funds business in Canada being responsible for sales and business development across Canada. Mr. Eng also held sales and relationship management roles at Fidelity Investments and National Bank of Canada.
Mr. Eng holds a Bachelor's degree in Finance and Accounting from Concordia University and holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultant Association (IMCA).
Steve Higgins, Senior Manager, ETF Compliance & Investor Relations, Royal Canadian Mint
Steve Higgins, Senior Manager, ETR Compliance & Investor Relations, Canadian Gold Reserves/Canadian Silver Reserves programs, Royal Canadian Mint.
Steve Higgins oversees the ETR program at the Royal Canadian Mint. He is responsible for the design, development and management of exchange traded receipts (ETRs). Before joining the Mint in 2009 Steve was the Manager, Corporate Performance at Sustainable Development Technology Canada which makes early stage investments into the Cleantech sector. Steve completed his MBA at HEC School of Management in Paris and his Bachelor of Science and Business at the University of Waterloo.
Rohit Mehta, Senior Vice President Sales & Marketing, First Asset ETFs
As Senior Vice President of Sales and Marketing, Rohit Mehta leads the strategies and execution of sales and marketing for First Asset’s Exchange Traded Funds (ETFs), Mutual Funds and Closed-end Funds.
With over 13 years of financial industry experience, Rohit now leads a team of 16 professionals that cover the three product lines across Canada. He is a contributing speaker at many financial service conferences, events, and has also been a commentator in the media. Rohit sits on the Media and Public Relations committee of the Canadian ETF Association and holds a Bachelor of Arts (Honours Economics) degree from the University of Western Ontario.
Rohit’s passion for financial services started with his first position at RBC Dominion Securities. Since then he has held progressive roles in financial services and management, and prior to joining First Asset in 2009, Rohit was vice-president and national sales manager at a major Canadian investment management firm.
Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange
Ms. Nedovich joined Toronto Stock Exchange 15 years ago and has served in various capacities throughout her tenure. Currently, she is responsible for the implementation of the ETF & Structured Product business development strategy for Toronto Stock Exchange, including sponsored education and marketing initiatives promoting the growth of the industry. She also manages relationships with key ETF and structured product industry participants.
Prior to joining TSX, Ms. Nedovich worked as an economist with the Ontario Public Service.
Ms. Nedovich holds an MA in Political Economy from the University of Toronto and an MBA from the Rotman School of Management.
Scott Newman, Global Investment Strategist, Invesco Canada
Scott Newman is Vice President, Global Investment Strategies at Invesco. Scott integrates Invesco’s global investment reach into the Canadian marketplace with a focus on Invesco’s Global Asset Allocation expertise. Scott also educates and supports other investment vehicles including Invesco Powershares.
Scott provides consultation for integrating investment strategies into portfolios using both strategic and tactical asset allocation. He has been with Invesco since 2001, and has held various positions, including leading the retail bank brokerage division in Western Canada. Prior to joining Invesco in 2001, he spent nine years with a global insurance-based organization focusing on advanced tax and estate planning. He has contributed to several industry publications such as Advisor’s Edge, Advisor’s Edge Vision Forward and The Insurance Journal of Canada, on the subject of asset allocation in particular.
A graduate of the University of Alberta in Finance, Scott and his wife Stephanie along with their two children make their home in Calgary.
Christopher Philips, Senior Analyst, The Vanguard Group, Inc.
Christopher Philips, CFA, is a senior analyst in The Vanguard Group, Inc.’s Investment Strategy Group. In this role, Mr. Philips has published and presented research on topics including international investing, indexing and benchmark selection. Mr. Philips joined The Vanguard Group, Inc. in 2000 and has worked in the Investment Strategy Group since its inception in 2001. He earned a BA from Franklin & Marshall College and is a CFA® charterholder.
Jaime Purvis, Executive Vice President, National Accounts, Horizons ETFs
As Executive Vice-President at Horizons ETFs, Jaime manages the national accounts relationships for Horizons ETFs with Canadian Investment Dealers, as well as managing relationships with the Dealer’ managed asset and discretionary management programs. Jaime is also responsible for directing the Self-Directed Investing channel and delivering key concepts and product knowledge to the management, operations, and investors. Jaime also manages the Institutional sales program for Horizons ETFs in Europe.
Jaime is also the designated Product specialist for Horizons ETFs, and is integral in implementing and delivering educational campaigns for Horizons, such as the very successful Horizons ETF University series.
A Queen’s University graduate with an Honours degree in Political Science, Jaime has been with Horizons ETFs-related firms since 1995.
Yves Rebetez, Managing Director, Editor, ETFinsight
Recognizing the need for an all-encompassing resource dedicated to Canadian Exchange Traded Funds, Yves recently launched www.etfinsight.ca.
From 2004 until early 2011, Yves was Vice President, ETFs/Structured Products with Canada's largest Bank-owned Broker/Dealer, RBC Dominion Securities. Prior to that ( 1996-2004) Yves served as Portfolio Advisor (Canadian Equities) in DS’s Portfolio Advisory Group. His earlier work experience focused on portfolio management, both in Fixed Income (for Institutional Clients), and in International Equities (for High Net Worth Individuals), with Credit Suisse Canada in Toronto, and earlier with UBS in Switzerland. Yves is a CFA charterholder.
Thérèse Soong, Partner, Investment Advisor, IA Securities
Thérèse is a partner at Giezen Soong & Associates Ltd., an independent financial planning and wealth management firm in Vancouver, BC. Thérèse has over 15 years experience in the financial services industry, and has held the Certified Financial Planner designation since 2000. As an associate starting out in the investment industry, Thérèse worked closely with her current business partner, Jan Giezen, which provided the ideal foundation for their eventual collaboration and partnership in 2005. Together, they manage the portfolios of individuals and families using a fee-based investment model.
Thérèse graduated from UBC with a Bachelor of Science in Microbiology, and completed an Associate Certificate in Financial Planning at BCIT.
Mark Webster, Vice President, Western Canada, BMO ETFs
Mark is the BMO ETF team's globetrotter. A veteran of the financial services industry, Mark began his career as a professional indemnity broker before becoming a vice president at Minet International Professional Indemnity Ltd. (now part of AON), conducting risk analysis for the Big 8 global accounting firms, as well as some of the top U.S. law firms. He is responsible for overseeing the proliferation of ETFs throughout Canada's vast western region and providing support to portfolio managers from Duncan B.C. to Thunder Bay, Ontario. He has worked as a retail investment advisor with RBC DS; in the mutual fund industry with First Trust Portfolios; and has held several other positions in the pension industry. He brings with him a Masters degree in Russian History from McGill University. Mark also holds the CSC, CPH and Options designations.
Mark Yamada, President & CEO, PUR Investing
Mark Yamada is President and CEO of PUR Investing Inc. (PUR). PUR combines software development with portfolio management delivering innovative solutions to defined contribution pension plans and disruptive strategies to investment advisors and their clients. PUR provides independent exchange-traded fund (ETF) analysis, risk-based portfolio construction and web-based tools including a multi-factor ETF screener and volatility drag calculator for use with leveraged ETFs. Mark lectures and writes about risk, volatility and portfolio construction in the U.S. and Canada and is a frequent speaker about the use of ETFs. He and his partners at PUR are dedicated to providing better investment solutions to individual investors.
 
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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:

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kasuji@radiusfinancialeducation.com

T: 416.306.0151

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