Sponsors 2014

BECOME A SPONSOR

DIAMOND SPONSOR





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.

About Invesco Canada Ltd.

Invesco Canada Ltd., operating under three distinct yet complementary product brands (Trimark, Invesco and PowerShares), is one of Canada's leading investment management companies. A subsidiary of Invesco Ltd., Invesco Canada's singular focus is on investment management, offering a diversified suite of solutions to institutions, organizations, companies and individual investors across Canada and around the world. Additional information is available at
www.invesco.com.

About Invesco Ltd.

Invesco Ltd. is a leading independent global investment management firm 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 firm is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.

PLATINUM SPONSOR





First Asset Exchange Traded Funds is an independent Canadian investment management company focused on delivering superior risk-adjusted investment returns to Canadian investors and their investment advisors. First Asset strives to achieve this goal by combining the best of what ETFs have to offer – liquidity, transparency, and low cost – with indexes that employ the tools and qualitative screens used by active management, in order to offer ETFs that aim to deliver better risk-adjusted returns than traditional market capitalization weighted indexes.
First Asset’s growing suite of equity and fixed income ETFs aim to create unique and proprietary ETF solutions from some of the world’s leading index providers. Founded in 1996, First Asset has established itself as a leader in developing innovative ETF solutions and is now one of Canada’s fastest growing ETF providers.



GOLD SPONSORS





The First Trust companies are a well-respected global enterprise with a history in the U.S. market since 1991 and in Canada since 1996. First Trust Advisors L.P., the portfolio advisor for the First Trust AlphaDEX™ ETFs, has over US$72 billion in assets under supervision or management. First Trust is the umbrella name used for the various businesses conducted in both Canada and the U.S.
FT Portfolios Canada Co. is headquartered in Toronto with sales and service capabilities across Canada. FT Portfolios Canada Co. is a privately owned company and an affiliate of First Trust Portfolios L.P. (FTP), a U.S. registered broker-dealer, and First Trust Advisors L.P. (FTA), a U.S. registered investment advisor, both of which are located in Wheaton, Illinois, a suburb of Chicago.
FT Portfolios Canada Co. is registered with the Ontario Securities Commission as a mutual fund dealer and investment fund manager. FTA is registered with the Ontario Securities Commission as a portfolio manager and provides investment advisory services to our Canadian investment funds.





The Horizons ETFs Group consists of innovative financial services companies offering regional families of ETFs in Canada, the United States, Korea, Hong Kong, Australia and Colombia. Currently, all of the ETFs offered by these companies use the Horizons ETFs' brand with the exception of the 'BetaShares' family of ETFs in Australia and the 'Mirae Asset Tiger ETFs' family in Korea. With approximately $8.6 billion in assets under management and 141 ETF listings worldwide, the Horizons ETFs Group makes up one of the largest collective families of ETFs in the world. All of the Horizons ETFs Group companies and affiliates are subsidiaries of Mirae Asset Global Investments Co., Ltd. USA products distributed by Foreside Fund Services, LLC.





RBC GAM is a provider of global investment management services and solutions to individual, high-net-worth and institutional investors through exchange-traded funds, hedge funds, mutual funds, pooled funds, separate accounts and specialty investment strategies. RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC), and includes institutional money managers BlueBay Asset Management, Phillips, Hager & North Investment Management and RBC Global Asset Management (U.S.).which manages more than $300 billion in assets and have approximately 1,100 employees located across Canada, the United States, Europe and Asia.





What sets Vanguard apart—and lets Vanguard put investors first around the world—is the ownership structure of The Vanguard Group, Inc., in the United States. Rather than being publicly traded or owned by a small group of individuals, The Vanguard Group is owned by Vanguard's U.S.-domiciled funds and ETFs. Those funds, in turn, are owned by their investors. This unique mutual structure aligns our interests with those of our investors and drives the culture, philosophy and policies throughout the Vanguard organization worldwide.
In Canada, Vanguard leverages the scale, experience and resources of our established global business. Vanguard's ownership structure means that our clients don't have to worry that we'll be acquired. The company they invest with today will continue to serve them in the future.
Investors can’t control the markets, but they can control the costs of investing. Providing low-cost investments isn't a pricing strategy for us.
It's how we do business.
We can keep costs low because of our unique ownership structure in the United States, which allows us to return profits to investors through lower costs.
Vanguard’s scale also helps to keep costs low. As our assets under management increase globally, we can reduce expense ratios for the investors in our funds. Vanguard manages more than $2.0 trillion, including more than $240 billion in low-cost ETFs. Vanguard Investments Canada Inc. has eleven core ETFs on Toronto Stock Exchange.




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.




SILVER SPONSORS





The Canadian Gold Reserves and Canadian Silver Reserves Exchange Traded Receipt (ETR) Programs were established by the Royal Canadian Mint to provide a secure, efficient and convenient exchange traded investment directly in either physical gold or silver bullion. The Mint is a commercial federal Crown corporation founded in 1908 producing circulation, numismatic and bullion coins for the domestic and international markets. The Mint also operates full-service gold and silver refineries with a range of services from refining to assaying and secure storage. Gold and Silver ETRs are TSX listed in both CAD and USD under the ticker symbols MNT/MNT.U and MNS/MNS.U respectively. ETRs are eligible for all Canadian registered plan accounts. All bullion is held in custody at the secure facilities of the Royal Canadian Mint. Backed by the AAA credit rating of the Canadian government, each ETR constitutes a direct unconditional obligation of the Mint, an agent of Her Majesty in right of Canada. For more information on ETRs please visit our website at: www.reserves.mint.ca.



BRONZE SPONSORS





CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY Mellon) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon's investment servicing solutions for institutions and corporations are provided in close collaboration with our parent companies, and include custody, multicurrency accounting, fund administration, unitholder recordkeeping, pension services, securities lending services, foreign exchange settlement and treasury services. As at December 31, 2013, CIBC Mellon had more than CAD$1.3 trillion of assets under administration on behalf of pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. CIBC Mellon is part of the BNY Mellon global network, which as of December 31, 2013, had USD$27.6 trillion in assets under custody and/or administration and USD$1.58 trillion in assets under management. CIBC Mellon is the corporate brand of CIBC Mellon Trust Company and CIBC Mellon Global Securities Services Company and may be used as a generic term to reference either company or both companies collectively.
For more information – including CIBC Mellon’s latest knowledge leadership on issues relevant to institutional investors active in Canada – visit www.cibcmellon.com or follow us on Twitter @CIBCMellon.

ELITE Advisors Canada Inc. identifies and promotes Canadian financial advisors who are trusted by their clients, deliver great value in their client relationships and demonstrate the highest standards of professional excellence.
When an advisor earns the ELITE Advisor™ distinction, it means they have been recognized for their unparalleled professional conduct and practice standards and for their unsurpassed client satisfaction ratings. The financial services industry has long lacked a measure of excellence that helps investors distinguish between the average and the exceptional advisors. As an industry first, ELITE Advisors Canada Inc. has created this benchmark.

Successful traders and investors understand that superior technology and lower trading costs can result in greater returns. For 31 years we have been building direct access trading technology that delivers real advantages to professionals worldwide. With consolidated equity capital that exceeds US $3.5 billion, IB and its affiliates process in excess of 700,000 trades per day. In addition, our prudent and conservative risk policies make Interactive Brokers a safe haven for your money. Discover some of the reasons why IB is the professional traders' and investors' choice. IB offers direct access to stocks, options, futures, forex, bonds and funds on over 70 market destinations in 17 countries from a single screen. The IB SmartRoutingSM is designed to search for the best price available at the time of your order, and unlike other routers, dynamically routes and re-route all or parts of your order to achieve optimal execution. IB’s real-time margin system continuously enforces limits for each account, and provides real-time monitoring and risk tools to manage risk. Market-maker designed Trader Workstation (TWS) optimizes your trading speed with a single multi-product spreadsheet interface offering real-time streaming quotes and quick click order entry. Member IIROC / CIPF.

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.

MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indexes, portfolio risk and performance analytics, and governance tools.
The company’s flagship product offerings are: the MSCI indexes with approximately USD 8 trillion estimated to be benchmarked to them on a worldwide basis1; Barra multi-asset class factor models, portfolio risk and performance analytics; RiskMetrics multi-asset class market and credit risk analytics; IPD real estate information, indexes and analytics; MSCI ESG (environmental, social and governance) Research screening, analysis and ratings; ISS corporate governance research, data and outsourced proxy voting and reporting services; and FEA valuation models and risk management software for the energy and commodities markets. MSCI is headquartered in New York, with research and commercial offices around the world.
1 As of September 30, 2013, as reported on January 31, 2014 by eVestment, Lipper and Bloomberg



NASDAQ OMX Global Indexes has been creating innovative, market-leading, transparent indexes since 1971. Today, we offer 41,000 indexes across all geographies and major asset classes. Our benchmark families include Global Equity, Dividend and Income (including the NASDAQ Dividend AchieversTM), Fixed Income (including the NASDAQ Bulletshares® Indexes), Nordic, Green Economy, Commodities and more.
We continuously offer new opportunities for financial product sponsors across a wide-spectrum of investable products and for asset managers and RIAs to measure risk and performance. NASDAQ OMX Global Indexes also provides custom index services and design solutions to selected financial organizations.
For more information, visit www.nasdaqomx.com/indexes or or find us on Twitter @nasdaqindexes.

EXCLUSIVE BOOK SPONSOR





BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide. At June 30, 2014, BlackRock’s AUM was $4.594 trillion. BlackRock helps clients meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. Headquartered in New York City, as of June 30, 2014, the firm had approximately 11,600 employees in more than 30 countries and a major presence in key global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company’s website at www.blackrock.com.



MEDIA SPONSORS





Bloomberg, the global business and financial information and news leader, gives influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. The company’s strength –delivering data, news and analytics through innovative technology, quickly and accurately–is at the core of the Bloomberg Professional service, which provides real-time financial information to more than 315,000 subscribers globally. Bloomberg’s enterprise solutions build on the company’s core strength, leveraging technology to allow customers to access, integrate, distribute and manage data and information across organizations more efficiently and effectively.




Mission Statement
• To provide an all encompassing, unbiased forum for Exchange Traded Funds in Canada
• To deliver content that focuses on education, commentary and analysis for Canadian investors and advisors
• To engage reputable industry participants, including ETF Providers, Index Providers, and other investment professionals, to enhance the knowledge base of Canadian investors and advisors
• To develop proprietary tools that enable investors and advisors to sort and analyze data in order to build and optimize wealth-management strategies
• To ensure the accuracy and integrity of all information provided is done so at the highest standard
• To remain completely independent





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



BECOME A SPONSOR




When you become a sponsor of the Exchange Traded Forum 2014, 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 Platinum • Gold Silver Bronze

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

 


 
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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