Agenda 2014 Vancouver

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


Tuesday, June 17, 2014

 

 

 

 

7:45

CONFERENCE REGISTRATION AND BREAKFAST IN THE FOYER
Sponsored by: First Trust Portfolios Canada

 

 

8:30 – 8:40

OFFICIAL WELCOME
Judy Street, Vice President, Radius Financial Education


OPENING REMARKS AND MASTER OF CEREMONY
Pat Bolland, Media Consultant

 

 

8:40 – 9:20

KEYNOTE SPEAKER: DEBORAH FUHR, Managing Partner, ETFGI, Providing Independent Research/Consulting Services on and for the Global ETF/ETP Industry Investors
MAPPING THE EXHANGE-TRADED LANDSCAPE

Described as “one of the world’s leading ETF analysts” and an award-winning ETF authority, Deborah Fuhr, Partner and Co-Founder at ETFGI will give us her insight on the current global ETF landscape, review the net new asset flows and will briefly touch on how they are being used, who are the users and how they are being selected.
ETFGI, a London-based Firm produces extensive ETF-specific analysis covering over 5,135 ETFs and ETPs, with 10,283 listings, assets of US$2.32 trillion, from 218 providers listed on 59 exchanges. It also leverages extensive industry experience, unparalleled industry contacts and rigorous analysis to deliver proprietary research on the global ETF and ETP industry.

 

 

9:10 – 10:00

TURNING IDEAS INTO ACTION – PANEL DISCUSSION
Moderated by: Michael Cooke, Head of Distribution, PowerShares Canada

Cindy Boury, Independent Financial Advisor and Branch Manager, Raymond James

Eddy Mejlholm, Investment & Wealth Advisor, RBC Wealth Management – RBC Dominion

Securities


Factor-based indexing strategies are entering the mainstream of investment management. This panel of financial professionals will focus on:

Smart Beta

Portfolio Construction & Strategies

Liquidity Challenges

Factor Based Approaches

 

 

10:10 – 10:30

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: RBC ETFs

 

 

10:20 – 11:10

SMART BETA: THE INDUSTRY TERM THAT HAS PEOPLE TALKING – INTERACTIVE DISCUSSION
Moderated by: J.P. Lavoie, Vice President Sales, First Asset ETFs
Eden Engen, Portfolio Manager and Senior Investment Advisor, HollisWealth
Derek Lovett, Analyst, Exchange Traded & Mutual Funds, Canaccord Genuity Wealth Management
Craig MacDougall, Investment Advisor, Credential Securities Inc./ V ancity Life Insurance Services Ltd.

Transparent and rules-based, smart beta is changing the way we invest – but how does this strategy fit in client portfolios? Our panelists discuss: What are the benefits of adding these strategies to client portfolios?

• Why this strategy is rapidly being adopted by advisors around the world

• How smart beta strategies can be implemented in a portfolio

• The benefit of risk reduction and return enhancement through the use of smart beta

 

 

11:10 – 12:00

HOW TO TRADE ETFs - THE ROLE OF THE MARKET MAKER
Moderated by: Stephen Hoffman, Vice President, Exchange Traded Funds, RBC Global Asset Management Inc.
Reggie Browne, Sr. Managing Director, Global Co-Head, ETF Group, Cantor Fitzgerald & Co.
Marty Gillespie, Director, Portfolio Trading, RBC Dominion Securities
Ian Williams, Managing Director, Trading & Sales, ITG Canada Corp.
This interactive session will educate advisors about the role of the market maker, how to find ETF liquidity and practices to get the best price when buying or selling ETFs.

 

 

12:00 – 12:30

ETF PRODUCT SHOWCASE
Moderated by: Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange
Your opportunity to hear the following Providers discuss their products, theories and strategies:
First Asset ETFs - Rohit Mehta, Senior Vice President
First Trust Portfolios Canada Co. - Bobby Eng, Senior Vice President, Head of Sales

Vanguard - Benjamin Creary, Sales Executive

 

 

12:30 – 1:20

BUFFET LUNCH IN EXHIBIT HALL
Sponsored by: First Asset ETFs

 

 

1:20 – 2:00

MANAGING DURATION RISK IN A RISING RATE ENVIRONMENT

Introduced by: Bobby Eng, Senior Vice President, Head of Sales, FT Portfolios Canada Co.

Bill Housey, Senior Vice President & Senior Portfolio Manager, First Trust Leverage Finance Team

Interest rates have declined for the past 30 years to the benefit of traditional fixed income. Today, there's little room for rates to decline further and duration risk is significant by historical standards. With strong US corporate credit and extremely low default rates, senior loan strategies are an important consideration in an effort to enhance risk adjusted returns as well as protect against rising rates within diversified fixed income portfolios.

 

 

 

2:00 – 2:30

ETF PRODUCT SHOWCASE
Moderated by: Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange
Your opportunity to hear the following providers discuss: Yield Strategies: where can investors go for yield in the current economic environment – where are the best opportunities; what are the risks?
PowerShares - Michael Cooke, Head of Distribution
RBC ETFs - Trevor Cummings, Head of Business Development, ETFs
Horizons ETFs - Jaime Purvis, Executive Vice President, National Accounts

 

 

2:30 – 3:10

CONCURRENT WORKSHOPS

STREAM1 - WATERFRONT C
Moderated by: Pat Bolland, Media Consultant

 

HOW ETF REGULATION WILL IMPACT YOUR BUSINESS… AND CLIENTS – PANEL DISCUSSION

Kevin Rusli, Counsel at Blake, Cassels & Graydon LLP

• New Tax Reporting Rules
Counterparty Risk
• Securities Lending
• Regulatory Outlook


STREAM2 - WATERFRONT B
Introduced by: Judy Street, Vice President, RFE

 

ARE YOUR CLIENTS MISSING 90% OF THE GLOBAL MARKETS? AND WHERE TO HEDGE?
Donald Bennyhoff, Senior Investment Analyst, Vanguard

Home bias: we all have it but Canadian concentration risks including sector risk, issuer risk, currency risk, increased transaction costs and moderate liquidity risk....learn about these risks and how to mitigate them.

EXCHANGE TRADED GOLD & SILVER RECEIPTS FROM THE ROYAL CANADIAN MINT
John Byck, Business Development Manager, Canadian Gold and Silver Reserves, Royal Canadian Mint
I
nformative discussion of the precious metals markets. Update on the Canadian Gold and Silver Reserves Exchange Traded Receipt (ETR) Programs.

2013 in Review:
Bullion ETP Contraction: Declining Ounces Under Management
ETR Growth: Gold Private Placement
Recent Developments in the Physical Bullion Markets
Investing in PM Producers vs. Physical Backed ETPs


Upcoming for 2014:
Gold Fields Mineral Services Ltd (GFMS) Outlook for 2014
Cash Redemption Service
Silver Rights Offering

 

 

3:10 – 3:30

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Vanguard

 

 

3:30 – 4:10

CONCURRENT WORKSHOPS

STREAM1 - WATERFRONT C
Moderated by: Pat Bolland, Media Consultant

 

ARE YOUR CLIENTS MISSING 90% OF THE GLOBAL MARKETS? AND WHERE TO HEDGE?
Paul Bosse, Principal, Vanguard

Home bias: we all have it but Canadian concentration risks including sector risk, issuer risk, currency risk, increased transaction costs and moderate liquidity risk....learn about these risks and how to mitigate them.


STREAM2 - WATERFRONT B
Introduced by: Judy Street, Vice President, RFE

 

EXCHANGE TRADED GOLD & SILVER RECEIPTS FROM THE ROYAL CANADIAN MINT
Steve Higginsk, Business Development Manager, Canadian Gold and Silver Reserves, Royal Canadian Mint
I
nformative discussion of the precious metals markets. Update on the Canadian Gold and Silver Reserves Exchange Traded Receipt (ETR) Programs.

2013 in Review:
Bullion ETP Contraction: Declining Ounces Under Management
ETR Growth: Gold Private Placement
Recent Developments in the Physical Bullion Markets
Investing in PM Producers vs. Physical Backed ETPs


Upcoming for 2014:
Gold Fields Mineral Services Ltd (GFMS) Outlook for 2014
Cash Redemption Service
Silver Rights Offering

 

EXCHANGE TRADED FUNDS AND THEIR ROLE IN YOUR CLIENTS PORTFOLIO

Yves Rebetez, Managing Director, Editor, ETFinsight

Successful strategies to help you; help your clients

Portfolio Construction – How to Guide

Understanding ETFs and their role in the Market – How they work, trade & cost association

Academic evidence on the market for ETFs

 

 

4:10 – 4:50

CONCURRENT WORKSHOPS

STREAM1 - WATERFRONT C
Moderated by: Pat Bolland, Media Consultant

 

ALTERNATIVE ETFs & RISK-ADJUSTED PERFORMANCE
Michael Cooke, Head of Distribution, PowerShares Canada
Rohit Mehta, Senior Vice President, First Asset ETFs
Jaime Purvis
, Executive Vice-President, National Accounts, Horizons ETFs

They are often misunderstood, rarely discussed in detail and they may go the furthest toward reducing overall portfolio risk.


STREAM2 - WATERFRONT B
Introduced by: Judy Street, Vice President, RFE

 

10 THINGS I’VE LEARNED FROM TOP-PERFORMING ADVISORS
George Hartman, Managing Partner, ELITE Advisors Canada Inc.

There was a time when you could be a successful advisor simply by being a good salesperson or a great marketer. That is no longer the case. Today’s top-performing advisors have learned that it takes much more than sales skill or marketing prowess to build a truly great practice. From strategy to tactics, Hartman identifies, highlights examples and shows you how to implement the Top 10 activities that separate the best from the rest.

 

 

4:50 – 5:30

A FIRE SIDE CHAT BETWEEN THE FORCES Behind the scenes (as quoted in Bloomberg Markets February 2014), THE GODFATHER OF ETFs (as quoted in Forbes Magazine October 2012)

REGINALD BROWNE, Sr. Managing Director, Global Co-Head, ETF Group, Cantor Fitzgerald & Co. AND THE GODMOTHER OF ETF’S, DEBORAH FUHR, Managing Partner, ETFGI LLP, Providing Independent Research/Consulting Services on and for the Global ETF/ETP Industry Investors ON ‘WHY EXCHANGE TRADED FUNDS?”

 

"There's no other investment vehicle as transformative as ETFs." - Reggie Browne (as originally quoted in Bloomberg on Feb 26, 2014)

 

 

5:30

CLOSING REMARKS
Pat Bolland,
Media Consultant

 

 

5:30 – 6:30

RECEPTION IN EXHIBIT HALL
Sponsored by: PowerShares

 

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