Agenda 2015 Vancouver

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

Wednesday, June 3, 2015






Conference Registration and Breakfast in the Foyer
Sponsored by: RBC ETFs



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

The Next Generation: The Future Of ETFs Globally


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. Their research covers trends in the Global ETF/ETP industry which had 5,632 ETFs/ETPs, with 10,902 listings, assets of US$2.919 trillion, from 245 providers listed on 63 exchanges in 51 countries.



9:15 – 10:05

Building Intelligent Indices: A Deep Dive

Moderated by: Scott Boniferro, Product Manager, Invesco Canada

Ryan Larson, Vice President, Product Management at Research Affiliates

Kelly Tang, Director, Global Research & Design, S&P Dow Jones Indices


Join two leading index providers as they shed light on the intricacies of what makes their innovative indices tick:

  • Factors - selection & simplicity matters
  • Constrained vs. unconstrained strategies
  • Automated rebalancing: taking the emotion out of harvesting gains
  • Determinants of investibility




10:05 – 10:20

Networking Break in Exhibit Hall
Sponsored by: First Trust Portfolio Canada



10:20 – 11:10

Multi-Factor Models – An Exciting Development In The Evolution Of Smart Beta Strategies
Moderated by: J.P. Lavoie, Vice President, Sales, First Asset

Ngoc Day, Fee Only Financial Advisor, Macdonald, Shymko & Company Ltd.

Derek Lovett, Analyst, Exchange Traded & Mutual Funds, Canaccord Genuity Wealth Management

Rohit Mehta, Senior Vice President, First Asset ETFs


Multi-factor strategies are the strongest growing category of ETF investment methodologies for 2015 and are one of the most exciting developments in the ETF landscape. Incorporating factors into the investment methodology has been demonstrated to often result in increased risk adjusted returns.

Join us as we discuss and debate:

  • Comparison and contrast of various smart beta strategies

  • Factors such as Volatility; Momentum; Value; Which ones are best and how many should be used?

  • The limitations of factor based strategies

  • How is risk affected by factor-based strategies?



11:10 – 11:55

Trading ETFs: Doing It The Right Way
Moderated by: Stephen Hoffman, Vice President, Exchange Traded Funds, RBC Global Asset Management Inc.

Frederic Viger, Managing Director, Global Equity Derivatives, National Bank Financial


Intraday trading is one of the greatest advantages ETFs offer. It's also one of the riskiest, if you do not take care.

This interactive session will highlight what you need to know about capital markets to avoid horror stories of trades gone wrong:

  • Working with trading partners including exchanges & market makers

  • How to evaluate true ETF liquidity

  • Why spreads may not be a penny wide – and why this is ok

  • Trading mistakes you should never make (again)



11:55 – 12:30

TMX Presents: ETF Industry Provider Discussion
Finding Alpha: Are There Opportunities?

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

Rohit Mehta, Senior Vice President, First Asset ETFs

Jaime Purvis, Executive Vice-President, Horizons ETFs Management (Canada) Inc.

Mark Webster, Vice President, Western Canada, BMO ETFs




12:30 – 1:40

Buffet Lunch in Exhibit Hall
Sponsored by: First Asset ETFs







12:50 – 1:30

Smart Beta: The Future of Your Portfolio
Mark Webster, Vice President, Western Canada, BMO ETFs


With fees on broad, market cap weighted ETFs getting about as low as they can, ETF providers in recent years have launched a slew of ETFs that fit under the “smart beta” label in an effort to differentiate. With increased choice, investors now have increased opportunities. However this also means investors cannot just blindly choose their ETF investments without “looking under the hood” to see how these investments operate. This session will look at:

  • Why not all smart beta is smart

  • Methods to compare seemingly similar strategies from different providers

  • How to use smart beta ETFs to tailor portfolios to individual investor needs



1:40 – 2:20


STREAM1 Moderated by: Daniel Straus, Ph.D., M.Fin., ETF Research & Strategy, Derivatives & Structured Products, National Bank Financial


Bonds: Rethinking Your Strategy

Scott Boniferro, Product Manager, Invesco Canada

Rohit Mehta, Senior Vice President, First Asset ETFs

Mark Webster, Vice President, Western Canada, BMO ETFs


After enjoying decades of stable and consistent returns, the traditional fixed-income landscape no longer offers many attractive opportunities. This year may be a case of fool me once, shame on you, but fool me twice – shame on me.

  • Do real opportunities still exist?

  • Options and challenges

  • Will traditional fixed-income management techniques still work?

  • Reconsidering fixed-income strategies

  • Credit risk (default) and interest-rate risk (duration)

STREAM2 – Moderated by: Yves Rebetez, Managing Director, Editor, ETFinsight


The Evolving Regulatory Landscape: How ETF Regulation will Impact Your Business… and Clients – Panel Discussion
Bill Cavanagh, Owner, PeerConnect Inc.

Stephen Robertson, Partner, Securities & Capital Markets Group, Borden Ladner Gervais

Kevin Rusli, Partner, Blake, Cassels & Graydon LLP


  • Disclosure & Transparency

  • Fees and Expenses

  • Counterparty Risk

  • Securities Lending

  • Conflicts of Interest

  • CRM2

  • Regulatory Outlook




2:20 – 3:00


STREAM1 Moderated by: Jaime Purvis, Executive Vice-President, Horizons ETFs Management (Canada) Inc.


Getting Active With Equities:

Ted Dixon, Owner, INK Research

Fiona Wilson, Portfolio Manager, Systematic Strategies, Guardian Capital LP


Generating an attractive equity in a Canadian Fixed equity portfolio has never been more challenging. With an outlook for increased volatility in 2015 and 2016 and an uncertain rate environment, investors should understand the opportunities and challenges in Canada’s dividend and fixed income space. Canadian equity asset classes, such as dividend paying equities and corporate bonds, are areas where investors may want to look at active management to improve their risk adjusted returns.
Join two of Canada’s leading equity experts, Fiona Wilson and Ted Dixon, as they discuss the opportunities in the dividend equity and bond markets and how they are positioning their own actively managed ETF portfolios for the next 12 months.

  • The risks of indexing for equity

  • Why Canada’s income market is not as efficient as equities

  • Managing bonds in low-rate environment

  • Finding sustainable yield

  • The need to look beyond Canada for income exposure

STREAM2 – Introductions by: Yves Rebetez, Managing Director, Editor, ETFinsight


The Active-Passive Debate

Brian Scott, Senior Investment Analyst, Vanguard


Investors seeking higher returns may wonder whether indexing or active fund management is the better choice. Our research shows that the market environment can have a greater impact on relative performance than manager skill or even cost differences.



3:00 – 3:40

Rise Of The ETF Strategist… A Canadian Perspective

Moderated by:Yves Rebetez, Managing Director, Editor, ETFinsight
Susanne Alexandor, Portfolio Manager, Cougar Global Investments

Jason Leesui, National Sales Manager, SIA Charts

Joseph Pochodyniak, Portfolio Manager, HAHN Investment Stewards & Company Inc.

  • Changes to the asset management industry and associated portfolio management architecture

  • ETF analysis and investment strategies

  • Model development



3:40 – 4:00

Networking Break in Exhibit Hall
Sponsored by: Vanguard



4:00 – 4:40

ETF Portfolio Management, A U.S. Perspective
Moderated by: Bobby Eng, Senior Vice President, Head of Sales, First Trust Portfolios Canada
Jeff Hays, President, Hays Advisory

Chris Konstantinos, Director of International Portfolio Management, RiverFront
Bob Smith, President & CIO, Sage Advisory

This powerful interactive session will educate advisors on investment research, model development, ETF analysis and investment strategies designed to meet the needs of the client.



4:40 – 5:30

Robo Advisors: Friend Or Foe?
Mark Yamada, President & CEO, PUR Investing


Robots now perform brain surgery, vacuum the living room, book the family vacation and soon may drive our cars, so why not use a robo-adviser to manage a financial portfolio?

Shaking hands with the advisor. Can they provide a more efficient financial advisory relationship?

  • Why not use a robo-advisor to manage an investment portfolio

  • Characteristics of robo-advisors

  • Differences between US and Canadian robo markets and providers

  • Trends

  • Exploring the threat to advisor businesses, how to combat them and leverage their strengths




Closing Remarks
Pat Bolland,
Media Consultant



5:30 – 6:30

Networking Reception
Sponsored by: PowerShares
Radius and PowerShares invite all attendees to join us for an enjoyable networking reception in the Exhibit Hall with great food and beverages. Remember to bring your business cards!





*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.



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

T: 416.306.0151

General Questions

If you have a general question about the Forum please contact: