Agenda 2013 Montreal

For downloadable Presentations please click on title or speaker highlighted in RED


October 9, 2013

 

 

 

 

8:30

CONFERENCE REGISTRATION AND BREAKFAST IN THE FOYER
Sponsored by: First Asset ETFs

 

 

8:50 – 8:55

OFFICIAL WELCOME
Judy Street, Vice President, Radius Financial Education

 

 

8:55 – 9:00

OPENING REMARKS AND MASTER OF CEREMONY
Pat Bolland, Media Consultant

 

 

9:00 – 9:30

ETFs IN CANADA

Representing the Canadian ETF Association: Yves Rebetez, Managing Director, Editor, ETFinsight

2012 and 2013 has been a time of exponential growth and change in Exchange Traded Products. In this session we will drill down on the roll Canada has played as well as the growth and trends we have experienced. We will also discuss the trends occurring around the world

 

 

9:30 – 10:20

DEFENDING PORTFOLIOS AGAINST FINANCIAL REPRESSION WITH INTELLIGENT ETFs
Michael Cooke
, Head of Distribution, PowerShares Canada

The drums are beating with warnings of the end of the 30-year bond bubble and the great rotation into equities. This comes at a time when North American stock markets are approaching all-time highs. Financial repression may serve to keep interest rates low for longer than people think, but it doesn't mean investors should abandon fixed income. Instead, they could consider strategies that mitigate risk and capture opportunities in fixed income markets. ETFs now offer innovative strategies to help investors build better fixed income and equity portfolios allowing them to step off the curb and back into equities while reducing risk and enhancing current income.

 

 

10:20 – 10:40

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Horizons ETFs

 

 

10:40 – 11:20

CONCURRENT WORKSHOPS

STREAM1 - SALON DE SAISON

 

ETF STRATEGIES FOR RISING INTEREST RATES
Nicolas Normandeau, Vice President and Portfolio Manager, Fixed Income, Fiera Capital

• Short Duration ETFs
• Preferred Share ETFs

 


STREAM2 - SALON DE PRINTEMPS

 

EXCHANGE TRADED RECEIPTS

Introduced by: Yves Rebetez, Managing Director, ETFinsight

Steve Higgins, Senior Manager, ETF Compliance & Investor Relations, Royal Canadian Mint

Join Steve for an informative discussion on both the Canadian Gold Reserves and new Canadian Silver Reserves Exchange Traded Receipt (ETR) Programs. Learn about the unique structure and features of the ETRs and how they differ from other bullion ETF products in the market.

 

 

11:20 – 12:00

CONCURRENT WORKSHOPS

STREAM1 - SALON DE SAISON

 

MYTHS AND MISCONCEPTIONS OF INTERNATIONAL INVESTING
Donald G. Bennyhoff, Senior Investment Analyst, Vanguard

• Global investable markets
• Comfort food: Home cooking and home bias
• Diversification: Alive and kicking
• Implementing an international strategy

 


STREAM2 - SALON DE PRINTEMPS

 

SENIOR LOANS TO PROTECT AGAINST RISING RATES
Bobby Eng, Senior Vice President, Head of Sales, First Trust Portfolios Canada

Alex Brozyna, Senior Vice President, Leverage Finance Strategy, First Trust Advisors

Senior loans have accumulated over $50B in US inflows this year as institutional and retail investors prepare for rising rates in the future. Senior loans have almost zero duration and provide an attractive yield that will benefit as interest rate rise. We will discuss the different product structures to get exposure to senior loans and the benefits of active management in this space.

 

 

12:00 – 12:40

CONCURRENT WORKSHOPS

STREAM1 - SALON DE SAISON

 

BOND ETFs
Moderated by: Pat Bolland, Media Consultant

Michael Cooke, Head of Distribution, PowerShares Canada;

Yves Rebetez, Managing Director, Editor, ETFinsight

• I can buy my own bonds, why would I consider them?
• Managing Premiums and Discounts
• How to Trade FI ETFs

 


STREAM2 - SALON DE PRINTEMPS

 

USING ETFS TO CREATE OPTIMAL PORTFOLIOS
Susanne Alexandor, Managing Director, Cougar Global Investments

• What is an ETF Strategist

• Downside risk management - a different definition of risk

• A macro approach to active asset allocation

 

 

12:40 – 1:40

BUFFET LUNCH IN EXHIBIT HALL
Sponsored by: BMO Exchange Traded Funds

 

 

1:40 – 2:10

ETF PRODUCT WORKSHOP
Moderated by: Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange

Bobby Eng, Senior Vice President, Head of Sales, First Trust Portfolios Canada
Alfred Lee, Vice President, Portfolio Manager & Investment Strategist, BMO ETFs
Jaime Purvis, Executive Vice President, National Accounts, Horizons ETFs

Representatives of ETF providers will discuss how their products might be used in investors' portfolios to address some of the key issues financial advisors are facing in today's economic environment.

 

 

2:10 – 2:40

PRODUITS ETF ATELIER
Animée par: Matthew Fireman
, Regional Head, TSX Company Services, Toronto Stock Exchange
Fraser Coburn
, Regional Vice President, Sales, PowerShares Canada
Benjamin Creary
, Sales Executive, Vanguard Investments Canada Inc.
Peter Tomiuk
, Vice President Sales, First Asset ETFs
Les représentants des fournisseurs des FNB choisiront parmi leurs fonds des exemples démontrant l'adéquation entre la structure du fond et ses objectifs.

 

 

2:40 – 3:20

RULES BASED ETFs – ARE THEY HERE TO STAY?
Rohit Mehta, Senior Vice President Sales & Marketing, First Asset ETFs

Although passive in nature, a new breed of ETFs with active characteristics applied to their structure has emerged. Rohit will discuss these innovative investment strategies and how they are changing the way ETFs are used in investment portfolios.

 

 

3:20 – 3:40

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Vanguard

 

 

3:40 – 4:20

BUILDING BETTER PORTFOLIOS

Join Alain Desbiens, Vice President, Quebec & Atlantic, BMO ETFs as he has a fireside Question & Answer Session with Larry Berman, Co-Founder, ETF Capital Management

• Sophisticated Asset Allocation
• Searching for Non-Correlation in a Correlated world
• Focusing on Downside Protection

 

 

4:20 – 5:00

You asked and we listened! Back by popular demand:
MARK YAMADA
, President & CEO, PUR Investing

 

“MONEYBALL: THE ART AND SCIENCE OF MANAGING OTHER PEOPLE'S MONEY”

• what we do well

• what we do poorly

• how to completely change the game

 

 

5:00

CLOSING REMARKS
Pat Bolland,
Media Consultant

 

 

5:00 – 6:30

RECEPTION IN EXHIBIT HALL
Sponsored by: PowerShares Canada

 

Remember to bring your business cards!
The not-to-be-missed Reception on the evening 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