Agenda 2014 Montreal

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


Monday, October 6, 2014

 

 

 

 

7:45

CONFERENCE REGISTRATION AND BREAKFAST IN PIERRE DE COUBERTIN (EXHIBIT HALL)
Sponsored by: First Trust Portfolios

 

 

8:30 – 8:40

OFFICIAL WELCOME
Radius Financial Education


OPENING REMARKS AND MASTER OF CEREMONY
Pat Bolland, Media Consultant

 

 

8:40 – 9:15

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.

 

 

9:15 – 10:05

TURNING IDEAS INTO ACTION – PANEL DISCUSSION
Moderated by: Fraser Coburn, Regional Vice President, Invesco Canada
Michael Cooke, Head of Distribution, PowerShares Canada
Rob Di Iorio, Vice President & Portfolio Manager, RBC Dominion Securities
Yves Rebetez, Managing Director, Editor, ETFinsight
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

 

 

10:05 – 10:20

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: Rohit Mehta, Senior Vice President, First Asset ETFs

Ian Gascon, President, Idema Investments
Yves Rebetez, Managing Director, Editor, ETFinsight

Raman Aylur Subramanian, CFA, Managing Director, Head of Index Applied Research for the Americas, MSCI

 

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: Trevor Cummings, Head of Business Development, Exchange Traded Funds, RBC Global Asset Management Inc.
Ed Boyd, Managing Director, RBC Capital Markets
Reggie Browne, Sr. Managing Director, Global Co-Head, ETF Group, Cantor Fitzgerald & Co.
Kevin Fong, Managing Director, BMO Capital Markets .
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 – 12:40

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 Peter Tomiuk, Vice President, Sales

First Trust Portfolios Canada Co. - Bobby Eng, Senior Vice President, Head of Sales
iShares – Elisabeth Prefontaine, Director, Business Development

Vanguard - Benjamin Creary, Sales Executive

 

 

12:40 – 1:40

BUFFET LUNCH IN EXHIBIT HALL
Sponsored by: First Asset ETFs

 

 

OPTIONAL LUNCH FRENCH SESSION - SALON DES SAISON

12:55 – 1:25

Les défis de la gestion indicielle: le cas des actions privilégiées et obligations corporatives canadiennes

Introductions by: Yves Rebetez, Managing Director, Editor, ETFinsight

Nicolas Normandeau, Vice President & Portfolio Manager, Fiera Capital

 

La récente dynamique de certains marchés a clairement démontré que l'indexation n'est pas une solution attractive pour les classes d’actifs ne disposant pas d’une importante profondeur. Les actions privilégiées et obligations de sociétés canadiennes sont deux exemples saillants. Nicolas Normandeau, vice-président et gestionnaire de portefeuille, revenus fixes, chez Fiera Capital est la personne en charge des mandats en actions privilégiées et stratégies à taux flottants. Fort d’un actif en revenus fixes de plus de 50 milliards de dollars, Fiera Capital est un joueur dominant dans sur les marchés canadiens. M. Normandeau nous entretiendra aujourd’hui sur les raison pour lesquelles les stratégies gérées activement et à faible coût constituent la meilleure approche pour obtenir une exposition aux actifs illiquides.

 

Actions privilégiées

  • 2014 sera reconnu pour l’ampleur des rachats et entrées de fonds - comment ces circonstances ont-elles impactées le marché ?

  • 2015 devrait voir une poursuite dans les nouvelles émissions avec une diminution des rachats – les conditions sont-elles en place pour un marché plus équilibré ?

  • Quels sont les titres attrayants, et ceux devant être évités?

  • Une solution à durée courte afin de fournir un rendement effectif à faible sensibilité aux taux d'intérêts.

Obligations corporatives

  • Comment les conseillers peuvent-ils raccourcir la durée de leurs portefeuilles sans sacrifier le rendement ou supporter un risque de crédit excessif ?

  • Accéder aux prix institutionnels, améliorer la liquidité des actifs et construire des portefeuilles sur de solides assisses : la proposition de valeur de Fiera Capital.

The Challenge of Indexing: Preferred Shares and Corporate Bonds

 

Indexing is not a one-size-fits-all solution, particularly in Canada, where certain asset classes don’t have the breadth of market to effectively support indexing strategies. Two asset classes where this is particularly true are preferred shares and Canadian corporate bonds. Nicolas Normandeau a Vice-President and Portfolio Manager with Fiera’s $50 billion fixed income team, and is the lead manager on their preferred share and floating rate mandates. Mr. Normandeau will give a French language presentation on why a low-cost actively managed strategy may be a better approach to generating better risk-adjusted returns in these popular income-focused asset classes.

 

Preferred Shares:

  • 2014 will be known for significant redemptions and money flows – how did it influence the market?

  • 2015 should see continuity in new issues with less redemption– will conditions be in place for a more balanced market?

  • What issues are attractive and which ones should be avoided?

  • A short duration solution to provide tax-efficient yield with lower interest rate risk.

Investment Grade Corporate Bonds:

  • How advisors can shorten duration of their fixed income portfolios without sacrificing yield or bearing undue credit risk?

  • Accessing institutional pricing, improving liquidity, and building scalability: Fiera’s active management proposition.

 

 

1:40 – 2:20

PUTTING ALPHA TO WORK: THE NEXT EVOLUTION OF THE ETF MARKET

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

Ryan Issakainen, Senior Vice President, Exchange-Traded Fund Strategist, First Trust Portfolios LP

How can alpha be generated while still investing in a cost efficient and transparent ETF structure? The AlphaDEX™ methodology generates alpha by employing a rigorous and disciplined strategy screening securities based their investment merit, not market capitalization. The result is a proven track record of alpha within an ETF structure. This is the next evolutions of the ETF market!

 

 

2:20 – 2:50

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

 

 

2:50 – 3:30

CONCURRENT WORKSHOPS

STREAM1 - SALON DES SAISON
Moderated by: Pat Bolland, Media Consultant

 

HOW ETF REGULATION WILL IMPACT YOUR BUSINESS… AND CLIENTS – PANEL DISCUSSION
Paritosh Gambhir, Senior Manager, Audit, Financial Services, KPMG

Kevin Rusli, Counsel at Blake, Cassels & Graydon LLP

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


STREAM2 - SALON DE PRINTEMPS
Introduced by: Yves Rebetez, Managing Director, Editor, ETFinsight

 

ARE YOUR CLIENTS MISSING OVER 90% OF THE GLOBAL MARKETS? AND WHERE TO HEDGE?
Christopher Philips, Senior Analyst, Vanguard Group, Inc.'s Investment Strategy Group

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.

 

 

3:30 – 3:50

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Vanguard

 

 

3:50 – 4:30

CONCURRENT WORKSHOPS

STREAM1 - SALON DES SAISON
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 - SALON DE PRINTEMPS
Introduced by: Yves Rebetez, Managing Director, Editor, ETFinsight

 

EXCHANGE TRADED GOLD & SILVER RECEIPTS FROM THE ROYAL CANADIAN MINT
Steve Higgins, Senior 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

 

 

4:30 – 5:10

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)

 

 

5:10

CLOSING REMARKS
Pat Bolland,
Media Consultant

 

 

5:10 – 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