Agenda 2013 Toronto

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


Thursday, May 2, 2013

 

 

 

 

8:30

CONFERENCE REGISTRATION AND BREAKFAST IN THE FOYER
Sponsored by: Horizons Exchange Traded Funds

 

 

9:00 – 9:05

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

 

 

9:05 – 9:10

OPENING REMARKS AND MASTER OF CEREMONY
Pat Bolland, Senior Counsel, Veritas Communications

 

 

9:10 – 9:40

ETFs IN CANADA

Representing the Canadian ETF Association: Dean Allen, Head of Product Management, Vanguard

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

 

 

9:40 – 10:30

DEFENDING PORTFOLIOS AGAINST FINANCIAL REPRESSION WITH INTELLIGENT ETFs
Michael Cooke
, Head of Distribution, PowerShares Canada
To request the presentation please click here.

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.

 

 

10:30 – 10:50

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Royal Canadian Mint

 

 

10:50 – 11:30

CONCURRENT WORKSHOPS

STREAM1 - KING BALLROOM

 

BEYOND THE CORE
Peter Hayes, National Director, KPMG
Ronald Landry, Executive Director, ETF Services, CIBC Mellon
Robert Jaeger, Managing Director, Markit

 

Counterparty Risk
• Securities Lending
• Trading Strategies
• Regulatory Changes
• How are ETFs Changing the Market?

 


STREAM2 - REGENCY BALLROOM

 

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

 

• Short Duration ETFs
• Preferred Share ETFs

 

 

 

11:30 – 12:20

CONCURRENT WORKSHOPS

STREAM1 - KING BALLROOM

 

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

Michael Cooke, PowerShares
Kevin Prins, BMO ETFs
Jaime Purvis, Horizons ETFs
Jason McIntyre, Vanguard
Rohit Mehta, First Asset 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.

 


STREAM2 - REGENCY BALLROOM

 

ETF STRATEGISTS – ONE OF THE FASTEST GROWING SEGMENTS OF THE MANAGED ACCOUNT UNIVERSE
Robyn Graham, Vice President, Strategic Business Development/Associate Portfolio Manager, HAHN Investment Stewards & Company Inc.
Susanne Alexandor, Managing Director, Cougar Global Investments


• What is an ETF Strategist?
• US Market Growth and the State of the Industry in Canada
• Benefits and Reasons for Recent Popularity
• How can Advisors Capitalize on this Opportunity?

 

 

12:20 – 1:20

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

 

 

1:20 – 2:00

CONCURRENT WORKSHOPS

STREAM1 - KING BALLROOM

 

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

Michael Cooke, PowerShares
Kevin Prins, BMO ETFs
Jaime Purvis, Horizons ETFs
Dave Barber, First Asset 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.

 

 


STREAM2 - REGENCY BALLROOM

 

EXCHANGE TRADED RECEIPTS
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.

 

 

 

2:00 – 2:30

NON-TRANSPARENT ACTIVELY MANAGED ETFS – A REVOLUTION IN THE MAKING
Jeffrey Shaul, President & CEO, Robson Capital Management Inc.

The next wave of growth in ETFs will likely come from fund managers offering actively managed funds in an ETF format. We’re already seeing that in the fixed income space, notably with PIMCO’s actively managed bond ETF at over $4 billion in assets only one year after launch. What’s holding back the launch of actively managed equity ETFs? – daily portfolio disclosure. Once this hurdle is overcome the investment floodgates will open – and the revolution might start in Canada.

 

 

 

2:30 – 2:50

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: KPMG

 

 

2:50 – 3:40

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

 

• Understanding them
• Construction
• How they differ?
• When to use them?

 

 

 

3:40 – 4:30

KEYNOTE SPEAKER: DEBORAH FUHR, Partner, ETFGI, Providing Independent
To request the presentation please click here.
Research/Consulting Services on and for the Global ETF/ETP Industry Investors

Moderated by: Kevin Prins, Vice President, Ontario, BMO ETFs

GLOBAL ETF AND ETP INDUSTRY TRENDS
Award-winning ETF authority, Deborah Fuhr, Partner at ETFGI promises to give us the overview of the current global landscape, reviews the net new asset flows and gives us her insight on how ETFs and ETPs are being used, who the users are and how investors are selecting ETFs.

Debbie will also take some time to introduce us to ETFGI, its main focus, why this work is being done, why it was created and how it can benefit the end users.

 

This not to be missed session is brought to you by: BMO ETFs.

 

 

 

4:30

CLOSING REMARKS
Pat Bolland,
Senior Counsel, Veritas Communications

 

 

4:30 – 6:00

RECEPTION IN EXHIBIT HALL
Sponsored by: PowerShares Canada

 

Remember to bring your business cards!
The not-to-be-missed Reception on the evening of Thursday May 2nd will provide you with crucial time to interact with key players in your industry.

 

 


Friday, May 3, 2013

 

 

 

8:30

BREAKFAST IN EXHIBIT HALL
Sponsored by: Vanguard

 

 

8:55 – 9:00

OPENING REMARKS AND MASTER OF CEREMONY
Pat Bolland, Senior Counsel, Veritas Communications

 

 

9:00 – 9:50

GLOBAL ECONOMIC UPDATE & FORECAST FOR 2014
Benjamin Tal, Deputy Chief Economist, CIBC World Markets

Join Benjamin as he provides an update on the trends and issues that will help you in your present and future investment decisions

 

 

9:50 – 10:30

ALTERNATIVE ETFs – UNDERSTANDING THEIR ROLE IN A PORTFOLIO TO PROTECT AGAINST LOSSES
Rohit Mehta, Senior Vice President Sales & Marketing, First Asset ETFs
Jaime Purvis, Executive Vice President, National Accounts, Horizons ETFs


• Option Strategies
• Physical
• Volatility
• Commodities

 

 

 

10:30 – 10:50

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: TMX | Toronto Stock Exchange | TSX Venture Exchange

 

 

10:50 – 11:30

BOND ETFs
Jason MacKay, Vice President, Global Investment Strategies, Invesco, PowerShares

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

 

 

 

11:30 – 12:10

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

 

 

 

12:10 – 12:50

BUILDING BETTER PORTFOLIOS
Moderated by: Daniel Stanley, Vice President, BMO ETFs
Ryan Gerstel, Vice President, Portfolio Manager, Investment Advisor, CIBC Wood Gundy;
Greg Burgess, Principal, Newhaven Asset Management Inc.

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

 

 

 

12:50 – 1:50

“MONEYBALL”

LUNCH WITH MARK YAMADA

 

You asked and we listened! Back by popular demand, Mark Yamada, President & CEO, PUR Investing

 

Lunch Sponsored by: First Asset Exchange Traded Funds

 

 

 

1:50

CLOSING REMARKS
Pat Bolland, Senior Counsel, Veritas Communications

 

 

*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.

 
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner

 

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