Sponsors 2015

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





Since their launch in June 2009, BMO Global Asset Management has emerged as one of the leading ETF providers in Canada. BMO ETFs is a diversified family of ETFs and includes a broad range of domestic and global investment solutions covering a full array of asset classes, sectors and regions. With more than 100 years of combined experience in managing institutional indexing and retail ETF strategies, BMO Global Asset Management’s 100% Canadian team of ETF experts scours the global marketplace for opportunities to strategically design and build an innovative family of ETFs. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and a separate legal entity from Bank of Montreal.

 

About BMO Financial Group
Established in 1817, BMO Financial Group is a highly diversified financial services provider based in North America. With total assets of approximately $672 billion as of January 31, 2015, and more than 46,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, Wealth Management and BMO Capital Markets.





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.





Questrade Wealth Management Inc. ("QWM") manages and administers Questrade ETFs and provides professional investment management services through Portfolio IQ. QWM is an investment fund manager and portfolio manager. Commissions, management fees and expenses all may be associated with exchange traded funds. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.
QWM is a wholly owned subsidiary of QFG.





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.




Vanguard Investments Canada is a leading provider of ETFs, offering 21 diverse funds that trade on Toronto Stock Exchange. We provide financial advisors, individual investors and institutional investors with tools and industry expertise to help them make informed investment decisions. As an index-fund investing pioneer, we're spreading the benefits of low-cost investing across Canada. Vanguard won ETF Provider of the Year for the second year in a row in 2014 at the 20th annual Morningstar Canadian Investment Awards.
Vanguard Investments Canada Inc. is a wholly owned indirect subsidiary of The Vanguard Group, Inc. and manages more than $4.9 billion* (CAD) in assets. The Vanguard Group, Inc. is one of the world's largest investment management companies and a leading provider of company-sponsored retirement plan services. Vanguard manages more than $4.1 trillion (CAD) in global assets, including more than $600 billion (CAD) in global ETF assets. Vanguard has offices in the United States, Canada, Europe, Australia and Asia. The firm offers more than 160 funds to U.S. investors and more than 120 additional funds, including ETFs, to clients in the other markets in which the firm operates.
What sets Vanguard apart is the ownership structure of The Vanguard Group, Inc., in the U.S. 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, which are owned by their investors. This unique structure drives the culture, philosophy and policies throughout the Vanguard organization worldwide and allows us to return profits to investors through lower costs. Providing low-cost investments isn't a pricing strategy for us. It's how we do business.

*As of April 30, 2015. All other data as of March 31, 2015.




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.




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.




BRONZE SPONSOR





IFSE Institute (“IFSE”) provides a world of exciting possibilities in distance learning. Specializing in mutual funds, insurance, exempt market, ETF and continuing education, IFSE is the leader in its field. Wholly owned by the Investment Funds Institute of Canada (IFIC) , IFSE has been providing financial services education to professionals and organizations for more than 40 years. Please come and visit us at our booth to ask us about our new Exchange-traded Funds Course (approved for 15 FPSC credits as well as Accredited for 15 hours of IIROC Compliance CE).

LANYARD SPONSOR





Blake, Cassels & Graydon LLP is one of Canada's leading and largest business law firms.
Within Canada, we have offices in each of the major Canadian commercial and regulatory centers: Montréal, Ottawa, Toronto, Calgary and Vancouver as well as international. We represent many of prominent domestic and international corporations, among a diverse clientele of public and private businesses. Our national strength and dedication to sharing our knowledge and expertise among practice groups is the hallmark of our firm.
The Blakes team are among the profession’s most experienced lawyers in advising clients in the investment management industry. A key advantage is the seamless integration of specialized expertise relevant to clients in this sector. Our team is particularly skilled in providing sophisticated advice on capital markets activities, including public and exempt offerings, listings of ETFs and ETNs on the Toronto Stock Exchange (TSX), compliance and registration matters, sales and marketing issues, continuous disclosure issues and governance and regulatory matters to some of the industry’s best known and most active participants. On behalf of these participants, we have advised on the launch of over 200 investment funds listed on the TSX.
For more information visit blakes.com

MEDIA SPONSORS





Webcasting to over 400,000 advisers, pension funds, consultants, family offices, endowments and wealth managers. Our video library at www.asset.tv is available to investment professionals in the US, UK, Europe and Asia. The asset.tv video library is directly linked to some of the biggest and best financial websites around the world, including Barclays Stockbrokers, FE analytics and Reuters. Asset TV Canada www.assettv.ca is the home of helpful pension and investment videos for professional Canadian investors. To bring the experts to your screen, we have invited leading wealth managers and investment companies to produce and share their videos for Asset TV.




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.




ETFGI is a wholly independent research and consultancy firm providing services to leading global institutional and professional investors, the global exchange traded fund and exchange traded product ecosystem, its Regulators and its advisers.
Founded in 2012 by ETF and ETP strategists, Deborah Fuhr, Shane Kelly, CFA and Matthew Murray, ETFGI produces extensive ETF-specific analysis covering over 4,700 ETFs and ETPs, across 9,500 exchange listings.
ETFGI LLP leverages extensive industry experience, unparalleled industry contacts and rigorous analysis to deliver proprietary research on the global ETF and ETP industry.
We provide services to both new and experienced institutional and professional investors interested in using ETFs and ETPs and better understanding the industry, product, regulatory and company specific data points.
We publish industry data and statistics and identify trends within the industry on a global, regional and country basis. We offer a comprehensive and searchable global database which covers over 4,700 ETFs and ETPs, exceeding 9500 stock exchange listings on assets of in excess of US$1.7 trillion, from over 200 providers on 55 exchanges and are available to assist you with any research of a custom nature.
We offer a full range of consulting services covering the spectrum of the exchange traded exposure universe from data and analytics to product structuring, due diligence on products and service providers, from distribution and capital market challenges to governance and the regulatory environment.
We provide thought leadership on industry trends, participate in forums globally and are at the forefront of developments in this rapidly evolving space.
ETFGI partner Deborah Fuhr is one of the industries leading commentators and an early identifier of the significance of the evolving industry over seventeen years ago. Together with our partnership associates and trusted industry partners we collaborate with, ETFGI offers expertise on all aspects of ETFs and other exchange traded exposures.




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





FPR publishes the ETF Business Review, America's leading authority for fund executives and modern asset managers. We provide a top-down dynamic almanac view on the opportunities and threats in the ETP and fund space. We publish 3000 pages of top-down strategic intelligence on 3 continents for our clients, yearly. On average, our subscribers have posted an asset growth of over 125% on an annual basis, since 2009. Many of our clients are Fortune 500 asset managers. FPR was founded in 2009 by Rob Ivanoff, CEO, and a group of ETF and mutual fund market research analysts. We are located in Boston, NYC and Europe.




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



LUXURY SPONSOR

Nestled in the calm, turquoise waters of the Western Caribbean, the Cayman Islands is comprised of three island gems – Grand Cayman, Cayman Brac and Little Cayman – each offering endless possibilities for the Canadian traveller. Cosmopolitan Grand Cayman is the largest of the three with fine dining, shopping and a wealth of activities to soothe the stressed. Cayman Brac is unspoiled and perfect for those wishing to awaken their adventurous spirit, while Little Cayman is quiet and serene with pristine beaches, nature activities and some of the world’s best diving. With over 200 restaurants and award winning Beaches, it is clear why the Cayman Islands is ranked top in the Caribbean.




BECOME A SPONSOR




When you become a sponsor of the Exchange Traded Forum 2015, 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