ETF 2015 Home

Exchange Traded Forum 2015

North Toronto: OCTOBER 20
Le Parc, Thornhill

Agenda


Toronto: May 26-27
One King West
Agenda

Vancouver: June 3
Fairmont Waterfront
Agenda

 

OUR Former Speakers

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Harry Markopolos, Madoff Whistleblower
Warren Jestin, Scotiabank; Dr. Avery Shenfeld, CIBC  		World Markets Inc. with moderator Pat Bolland
Mark Yamada, PUR Investing; Rohit Mehta, First Asset  		Capital Corporation; Jaime Purvis, Horizons ETFs
Amelia Nedovich, Head, Business Development, ETFs & Structured  		Products, Toronto Stock Exchange
Dr.Lisa Kramer, Expert in Behavioural Finance & Neuroeconomics
John Youn, BMO Asset Management; John Gabriel, Morningstar,  		Inc.; David Munro, DundeeWealth Private Client Research; Alfred Lee, BMO  		ETFs; Yves Rebetez, ETFinsight; Pat Chiefalo, National Bank Financial
Howard Atkinson, President, Horizons ETFs
Kevin Gopaul, BMO ETFs; Sandip Bhagat, Vanguard; Som  		Seif, Claymore Investments Inc.; Michael Cooke, PowerShares Canada
Neil Bearse, Manager Web-based Marketing, Queen's School  		of Business
Parag Khanna, Senior Fellow, New America Foundation
Richard Jackson, Director & Senior Fellow, CSIS Global  		Aging Initiative
Robert Johnson, Director of Economic Analysis, Morningstar
Seddik Meziani, Professor Finance & Economics, Montclair  		State University
Christopher Johnson, Knight ETF Trading; Gary Knight,  		TSX Market; Michael Cooke, PowerShares Canada
Barry Gordon, First Asset Capital Corporation with moderator  		Pat Bolland

EXCHANGE TRADED FORUM 2015

Celebrating 25 Years of Exchange Traded Funds

Twenty five years ago on March 9th, 1990 the first ETF was listed in Canada on the Toronto Stock Exchange: the TIPs (Toronto 35 Index Participation Fund) tracking the TSX 35 index. The TIPS ETF listed nearly three years before the first ETF the SPDR S&P 500 ETF (SPY) was listed in the United States on January 29, 1993. The TIPS ETF does not exist in its original form as it was merged on March 7, 2000 with the HIPs (Hundred Index Participation Fund) tracking the TSX 100 index into the iUnits S&P/TSE Index Participation Fund (XIU CN): which has been renamed the iShares S&P/TSX 60 Index ETF (XIU CN).


Join us and your colleagues at Canada's largest ETF conference. This annual event promises to deliver timely and actionable ideas to help attendees navigate any market conditions. With a top-notch speaking faculty and a content-driven agenda focusing on the needs of all financial advisors, Exchange Traded Forum has something for everyone.


Investing has changed and the products offered are evolving quickly. As these asset classes increase in number and sophistication, investors are rapidly discovering that these products are an excellent investment option to diversify, limit risk and capitalize on opportunity.


At the end of February 2015, the Canadian ETF industry had 355 ETFs, with 502 listings, assets of US$65 billion, from 9 providers listed on the Toronto Stock exchange. Canada accounts for just 2.2% of the assets invested in ETFs/ETPs globally and has been an innovator in the ETF industry listing the first equity, fixed income and currency hedged ETFs to name a few of their firsts.
The global ETF/ETP industry had 5,632 ETFs/ETPs, with 10,902 listings, assets of a record level of US$2.919 trillion in assets, from 245 providers listed on 63 exchanges in 52 countries at the end of February 2015, according to data from ETFGI’s preliminary monthly global ETF and ETP insight report. "The US$338.3 billion of net new assets gathered by ETFs/ETPs globally in 2014 demonstrates that ETFs have become a preferred tool for many types of investors to implement and adjust their asset allocation.


What's in store for ETFs in 2015? We will certainly see continued growth in this rapidly expanding sector. However, in order to attract new assets the providers will continue to launch new cost effective, innovative products. These products will be more sophisticated in both structure and sector allocation.


To this end there will be increased regulatory focus and plenty of media exposure, both good and bad. The need for education and understanding in all types of exchange traded products is now more necessary than ever.


Investing has changed, let Exchange Traded Forum 2015 be your opportunity to learn, network, gain experience and be visible.


Radius Financial Education is proud to be hosting this annual event in both Toronto and Vancouver, bringing together leading professionals from every segment of this dynamic group of investment products, including investors, advisors, managers, research professionals, regulatory experts, noted financial educators and authors, to share their expertise, views and analysis.

Who Should Attend

Financial Advisors & Consultants:

  • Registered Investment Advisors

  • Investment Consultants

  • Financial Advisors/Planners/Consultants

  • Investment Analysts

  • Management Consultants

  • CFPs, CFAs, CTFAs

  • High-Net-Worth Individuals

 

Investors:

  • Institutional Investors

  • Endowments & Charities

  • Insurance Companies

  • Private Client Fund Managers

  • Private Banks

  • Pension Fund Managers

  • Venture Capitalists

Service Providers:

  • ETF Issuers

  • ETF Marketers

  • Index Providers

  • Broker-Dealers

  • Attorneys

  • Regulators

  • Prime Brokers

  • Third-Party Distributors

  • Tax Analysts

  • Technology Providers

 

Asset Allocators & Exchanges:

  • Hedge Fund Managers

  • Market Makers

  • Liquidity Providers

  • Model Portfolio Advisors

  • Exchanges

 

 

 
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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