Sponsors 2016

BECOME A SPONSOR

DIAMOND SPONSOR





STOXX Ltd. is an established and leading index specialist, which started in Europe. The launch of the first STOXX® indices in 1998, including the EURO STOXX 50® Index, marked the beginning of a unique success story, based on the company’s neutrality and independence. Since then, STOXX has been at the forefront of market developments and has continuously expanded its portfolio of innovative indices. STOXX now operates globally across all asset classes.
STOXX indices are licensed to more than 500 companies, which include the world’s largest financial products issuers, capital owners and asset managers. STOXX indices are used not only as underlyings for financial products, such as ETFs, futures and options and structured products but also for risk and performance measurement.
For more information, please visit www.stoxx.com.




PLATINUM SPONSOR





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.




SPONSORS (IN ALPHABETICAL ORDER)





Barclays is an international financial services provider engaged in personal, corporate and investment banking, credit cards and wealth management with an extensive presence in Europe, the Americas, Africa and Asia. Barclays’ purpose is to help people achieve their ambitions – in the right way. With 325 years of history and expertise in banking, Barclays operates in over 50 countries and employs over 130,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide. For further information about Barclays, please visit our website www.barclays.com.





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.





CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY Mellon) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon's investment servicing solutions for institutions and corporations are provided in close collaboration with our parent companies, and include custody, multicurrency accounting, fund administration, recordkeeping, pension services, securities lending services, foreign exchange settlement and treasury services. As at December 31, 2015, CIBC Mellon had more than C$1.6 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. CIBC Mellon is part of the BNY Mellon network, which as at December 31, 2015 had US$28.9 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.
For more information visit www.cibcmellon.com or follow us on Twitter @CIBCMellon.





FactSet helps the world’s best investment professionals outperform. For more than 35 years, financial professionals have relied on FactSet’s streamlined solutions and unmatched client support to get their jobs done, better.
FactSet’s global datasets, powerful analytics, and comprehensive data feeds let users stay ahead of market trends, access extensive company and industry intelligence, and monitor performance of their equity and fixed income portfolios in the office or on the go.
Headquartered in Norwalk, Connecticut, FactSet conducts operations with over 6,800 employees in 35 global office locations. Learn more at FactSet.com, and follow us on Twitter: Twitter.com/factset.





FTSE Russell is a leading global provider of benchmarking, analytics and data solutions for investors, giving you a precise view of the market relevant to your investment process. A comprehensive range of reliable and accurate indexes provides investors worldwide with the tools they require to measure and benchmark markets across asset classes, styles or strategies.
www.ftserussell.com




Founded in 1987 Fundata began by collecting and distributing investment fund pricing to local newspapers and businesses.
Over the past two decades Fundata has evolved into a multi-national data distributor and investment fund data and analytics company. The information we provide currently reaches over 80,000 advisors, millions of investors, and scores of institutions every day through our network of newspapers, web and corporate clients across North America.
In all areas of our business, from raw data feeds to hosted web solutions, our goal is to develop strong, long term client relationships and to become a trusted business partner for our clients.
In addition to our commitment to delivering the most timely and accurate information possible, we are committed to being a flexible and reliable business partner.
Today, Fundata offers a variety of products and services that solve problems in a number of industries and for various businesses. Whether custom or white labelled, Fundata’s team of professionals can customized either solution to client specifications.





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.




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).




Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $60.2 billion in assets under management as at April 30, 2016, Mackenzie Investments distributes its investment services through multiple distribution channels to both retail and institutional investors. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's premier financial services companies with over $132 billion in total assets under management as at April 30, 2016. For more information, visit mackenzieinvestments.com.




Nasdaq Global Indexes has been creating innovative, market-leading, transparent indexes since 1971. Today, our index offering spans more than 40,000 indexes across all geographies and asset classes. Along with our flagship and global equity suites, our world-renowned brands include Dorsey, Wright & Associates, AlphaDEX® and Nasdaq Dividend Achievers™. Nasdaq is one of the largest index providers of Smart Beta strategies worldwide (based on AUM).
We continuously offer new opportunities for financial product sponsors across a wide-spectrum of investable products and for asset managers to measure risk and performance. Nasdaq Global Indexes also provides custom index services and design solutions to financial organizations worldwide. For more information, please click here or visit www.business.nasdaq.com/indexes.




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.




About Questrade Financial Group Inc.:
Questrade Financial Group Inc. ("QFG") and its affiliated companies provide financial products and services to Canadians including securities, foreign currency, and wealth management. In 2014, Questrade's CEO was named as EY Entrepreneur of the Year (Ontario) in the services category, and since 2011, Questrade has been ranked one of Canada's Best Managed Companies. Questrade Financial Group is headquartered in Toronto.

 

About Questrade Wealth Management, Inc.:
Questrade Wealth Management Inc. ("QWM") manages and administers the Questrade ETFs and provides professional investment management services through Portfolio IQ. QWM is an investment fund manager and portfolio manager. QWM is a wholly owned subsidiary of QFG.





RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC) and includes BlueBay Asset Management and Phillips, Hager & North Investment Management. RBC GAM is a provider of global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. The RBC GAM group of companies manage more than $380 billion in assets and have approximately 1,300 employees located across Canada, the United States, Europe and Asia.





ReSolve Asset Management delivers ETF Managed Portfolio Solutions focused on global asset allocation. The firm stands for rules-based adaptive portfolios prioritizing diversification and downside protection for strong, stable returns through most market environments. ReSolve serves advisors and institutions in Canada, and advisors, institutions and individuals in the United States, with fund and SMA offerings suitable for both core and explore mandates. For more information visit investresolve.com.





RiverFront Investment Group is a global asset management company whose mission is to lift the burdens of the financial markets off the shoulders of our financial advisors and their clients. RiverFront utilizes a strategic and tactical investment approach with uncommon transparency. RiverFront has grown out of a long and successful working relationship among our company's principals partnering with top financial advisors. Simply stated, the premise is that investment solutions that take into account both the long-term trend of prices and shorter-term market momentum are the foundations of portfolios that will better meet the goals of clients over time.
Our Price Matters® approach to determining value and choosing investments, combined with tactical shifts deemed wise in specific market environments allow us to create a broad range of solutions that a Financial Advisor can then match to a client’s needs and investment horizons.





Sphere Investment Management Inc. (SIMI) is the provider of an integrated wealth management platform based on ETFs. Founded in 2015, Sphere was established with a philosophy of providing Canadians with leading investment solutions based on factor-tilted methodologies that are: innovative, diversified, low cost, tax efficient, transparent and tailored to investor risk/return profiles. For more information visit: sphereetfs.com





Offered by State Street Global Advisors (SSGA), SPDR ETFs are a comprehensive fund family of over 160 ETFs, providing investors with the flexibility to match virtually any market situation or investment need. Created in 1993, The SPDR S&P 500 (SPY) launched an entire industry, which now offers over 5000 ETFs across every conceivable asset class.

State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with institutions and financial professionals to help them reach their goals through a rigorous, research-driven process spanning both active and index disciplines. We take pride in working closely with our clients to develop precise investment strategies, including our pioneering family of SPDR® ETFs. With trillions* in assets under management, our scale and global footprint provide unrivaled access to markets and asset classes, and allow us to deliver expert insights and investment solutions.

State Street Global Advisors is the investment management arm of State Street Corporation.

*Assets under management were $2.97 trillion CAD as of March 31, 2016.





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.

SUPPORTING PARTNERS

21st Avenue Partners is a strategy consulting boutique that represents both individuals and organizations in the changing dynamics of the financial services market. Distinctive in outlook and discreet, 21st Avenue Partners challenges generic messaging and linear thinking to offer a fresh approach for connecting people and opportunities.
The FOCUS is thinking differently. New ideas and fresh connections. A distinctive and authentic story and the right people to hear it. With proprietary research and established credentials in strategy, sales, marketing and branding, 21st Avenue Partners is retained confidentially by a select group of private clients and their advisors to deliver long-term strategies for what they want to accomplish.
21st Avenue is an actual street in Edmunston, New Brunswick – the gateway to the Canadian Maritimes. A place where people connect with ease by sharing genuine and interesting stories and making themselves accessible to meeting others. Transparent, authentic people of substance are fixtures in the community due to their ability to attract and develop meaningful, long term relationships based on an unwavering set of core values.
The combined experience of 21st Avenue Partners has launched successful initiatives ranging from business strategy, new products and sales/advisor training to personal branding, recruiting and career transition programs.

Forstrong Global is Canada’s leading ETF strategist asset manager, providing fully diversified ETF-based solutions for investors across the world. The firm was founded in 2001 to take advantage of the growing universe of ETFs in constructing institutional quality active global asset allocation strategies. Forstrong’s investment committee brings a unique Global Macro investment perspective and deep experience to the active management of ETF portfolios.

Frame Global Asset Management is an independent Portfolio Manager that acts as a subadvisor to its clients in Canada and the United States. We provide model portfolios using a global tactical asset allocation strategy. We strive to minimize downside risk and seek alpha by selecting and managing asset class exposures using Exchange Traded Funds (ETFs).
Our experience in managing investment portfolios has led to the creation of ETF Portfolio Solutions that are logical, disciplined and untraditional in how we define and deal with Portfolio Risk and Quantitative Analysis.
Frame Global Asset Management is wholly owned by employees and a registered Portfolio Manager with the Ontario Securities Commission and a Non-Resident Investment Advisor with the SEC. We are a member of the Portfolio Managers Association of Canada (PMAC).
Website: www.frameglobal.com

PŮR Investing Inc. develops forward-looking tools and technologies that give individual investors and advisors control over costs, risks, and strategies, providing powerfully personal investment solutions on a mass scale in two of the fastest growing segments of the financial services industry, exchange traded funds and defined contribution pension plans.

SIA Wealth Management Inc. (SIAWM) is an independent investment management firm focused on building financial wealth by constructing diversified funds and portfolios based on Relative Strength analysis. A Calgary based wealth management company, SIAWM is focused on Relative Strength analysis and risk management. The analysis and subsequent portfolios will encompass various asset classes via Exchange Traded Funds (ETF) investment vehicles. Being a leader in the Unconstrained Mandate approach provides SIAWM with full flexibility to manage its funds in accordance with all market conditions including the ability to move out of the equity markets entirely in the event of a bear market.

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.




Canadian ETF Watch is an independent organization which provides comprehensive market intelligence, news and fundamental research solutions strongly focused on the ETF markets. We are covering the ETF market globally and have launched the first global, high-end exchange traded funds magazine in Canada.
Canadian ETF Watch’s news stories focus intently on educating investors regarding specific offerings, current market trends, sectors, economies, and sentiment about every ETF market we track for our clients. We hope you find this information insightful, intelligent and in time to help you make the most of ETF investing. You will find a wealth of information in our archives, and can search for keywords targeting articles relevant to you. Please feel free to comment on any of these articles, our community appreciates every-one’s views, and outlooks.




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.


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.


Get the Fresh Lowdown on Alternative-Investment Activities Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself -- sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at HFAlert.com, or call 201-659-1700.




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.





Engage yourself with Canada’s premier news source and network for wealth management professionals!
Wealth Professional’s magazine and daily e-newsletters provide informative, as-it-happens industry news, as well as insightful opinion and best-practice articles written by influential names in the wealth management industry.
Real-Time Content Delivery: Stay informed with up-to-the-minute finance and investment industry news.
Special Reports & Analysis: Discover hot trends and must-attend events that affect how you do business and best serve your clients.
Strategy Insights: Take notes from the brightest and most influential minds in the industry.
Up-close and personal: Get savvy reading exclusive interviews with Canada’s top investment professionals and unravel the key to successful asset management.
Engage yourself: Offer your own insights and opinions into WP’s articles and the industry’s fever-pitch issues via the WP comment section.

For more information, visit wealthprofessional.ca







BECOME A SPONSOR

When you become a sponsor of the Exchange Traded Forum 2016, 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