ETF 2017 Vancouver - AGENDA

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

 

Monday, June 5th

 

7:00 am

CONFERENCE REGISTRATION

 

 

7:30 – 8:20

BREAKFAST

Sponsored by: BMO Global Asset Management

 

 

8:20 – 8:30

OFFICIAL WELCOME & OPENING REMARKS

Pat Bolland, Media Consultant

 

 

8:30 – 9:00

ETFs in Canada…You Ain’t Seen Nothin’ Yet…The Inconvenient Truth

Yves Rebetez, Managing Director, Editor, ETFinsight

Keenly focusing on the evolution of the ETF space in Canada at ETFinsight, since its 2012 launch, Yves will share his thoughts on the road ahead for ETFs, and highlight recent trends.

 

 

9:00 – 9:40

SMART BETA FACTORS: PROFIT FROM INVESTORS BEHAVING BADLY

Scott Boniferro, Vice President, Global Investment Strategies, Invesco Canada

Breakthroughs in behavioural economics are revolutionizing fields as diverse as medicine, sports management and government policy. Nowhere is it more applicable today than in the investing world – where cool-headed, rationality prevails over investors’ tendency to let emotional and cognitive biases impair their decision-making processes. Scott will examine the behavioural and structural rationales behind the consistent outperformance of smart beta factor investing, relative to the traditional market-capitalization-weighted approach.

 

 

 

 

9:40 – 10:20

Robo Advisors: Friend or Foe of the Investment Advisor? – Panel Discussion

Moderated by: Mark Yamada, President & CEO, PUR Investing

Neville Joanes, Portfolio Manager & CCO, WealthBar Financial Services

Dave Nugent, Chief Investment Officer, Wealthsimple

Silvio Stroescu, President, BMO Investorline

The robo advisor market in Canada continues to grow, but are they attracting assets in significant amounts to survive long term? Are they taking business away from traditional wealth managers and investment advisors, or are their services complimentary? The panel will explore current trends, and how investment advisors can translate the challenge of the robo advisor phenomenon into an opportunity.

 

 

 

MORNING NETWORKING BREAK

 

 

10:20 – 10:40

MORNING NETWORKING BREAK

Sponsored by: NEO Exchange

 

 

 

 

10:40 – 11:20

THE EVOLUTION OF INDEX INVESTING

Todd Mathias, Vice President, Senior ETF Product Specialist, Franklin Templeton Investments

While “traditional” ETFs were designed to track benchmark indices, the industry continues to evolve in response to growing investor needs for greater choice, more flexibility, and the potential for better investment outcomes. Join Todd Mathias as he shares his insights on the future of the ETF industry, the genesis of strategic beta and actively managed ETFs, and how these innovative strategies are designed to help investors achieve stronger, risk-adjusted performance.

 

 

11:20 – 12:00

FIXED INCOME INVESTING: BETTER SPREAD USING ETFS – PANEL DISCUSSION

Moderated by: Pat Bolland, Media Consultant

Steven Hawkins, President and Co-CEO, Horizons ETFs Management (Canada) Inc.

Mark Webster, Vice President, Regional Sales, BMO ETFs, BMO Global Asset Management

Yves Rebetez, Managing Director, Editor, ETFinsight

Although the size of fixed income ETFs is small compared with that of equity ETFs, they are growing at a much faster rate. Exchange-traded funds are transforming debt markets as big investors are using them in ways considered unheard of just a few years ago – they’ve grown as liquid alternatives to cash and temporary holding pens for capital, and as trading tools. Fixed income ETFs offer a speedier and cheaper alternative to traditional bond investing. But such a dramatic transformation of the debt market brings challenges as well as opportunities, and regulators are taking notice.


 

LUNCH

 

 

12:00 – 1:00

LUNCH

Sponsored by: Franklin Templeton Investments

 

1:00 – 1:40

ETF LESSONS LEARNED FROM INSTITUTIONAL INVESTORS
Bobby Eng, Vice President, State Street Global Advisors, Ltd. & Head, SPDR ETF Business Development for Canada

Large institutional traders continue to use ETFs in a variety of different strategies. Learn about the most popular institutional strategies of ETFs and gain knowledge on how these strategies can be applied to retail investment portfolios. Gain perspective on:

  • Incorporating institutional ETF strategies to improve client portfolios management

  • Optimizing portfolio management using ETFs

  • Innovating your retail investment strategy with new product offerings

  • Enhance your client portfolio management regardless of size and scale using ETFs

 

 

 

 

1:40 – 2:20

The Continued Rise of the ETF Strategist – Panel Discussion

Moderated by: Dave Nadig, CEO, ETF.com

Susanne Alexandor, VP, Client Portfolio Manager, Cougar Global Investments

Jay Bhutani, Senior Vice-President, Head of ETF Strategy, AGF Investments Inc.

Chris Romano, Director of Research, ETF Global

With the continued growth of a new breed of asset manager with specialized skills in the construction and active management of portfolios using exchange traded funds, advisors are increasingly turning to outsourced asset management solution to help them optimize and grow their own practice.

 

 

 

 

2:20 – 2:40

AFTERNOON NETWORKING BREAK

Sponsored by: AGF Investments Inc.

 

 

2:40 – 3:30

THE ETF VANCOUVER CEO ROUNDTABLE

Moderated by: Pat Bolland, Media Consultant

Jay Bhutani, Senior Vice-President, Head of ETF Strategy, AGF Investments Inc.

Scott Boniferro, Vice President, Global Investment Strategies, Invesco Canada

Steven Hawkins, President and Co-CEO, Horizons ETFs Management (Canada) Inc.

Todd Mathias, Vice President, Senior ETF Product Specialist, Franklin Templeton Investments

Joacim Wiklander, Chief Business Officer, Aequitas NEO Exchange

 

New for 2017 – the ETF Vancouver CEO Roundtable will entertain a wide-ranging discussion by industry C-level executives on the future of ETFs, the challenges and opportunities facing ETF issuers, regulatory risks, and the source of the next wave of growth.


3:30 – 4:10

ALTERNATIVE INVESTING USING ETFS: THE NEXT BIG ETF WAVE? – PANEL DISCUSSION

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

Chris Burniske, Blockchain Products Lead, ARK Investment Management LLP

Erik Sloane, Head of Business Development, Funds, Aequitas NEO Exchange

Mark Webster, Vice President, Regional Sales, BMO ETFs, BMO Global Asset Management

ETFs have revolutionized the asset management industry through disruptive innovation. If the first wave of this disruption was in passive, index based investing, with the second wave in smart beta or factor based investing – arguably the next wave is in the area of alternative investing. This panel will discuss how innovation in the ETF space is helping to provide access to alternative investment strategies, including perhaps a Bitcoin ETF and other tradeable cryptocurrencies.


 

CLOSING SESSION

4:10 – 4:50

Inside ETFs Keynote Address: Timing is Everything

Matt Hougan, CEO, Inside ETFs

Dave Nadig, CEO, ETF.com

For the past 20 years, the ETF market has focused on fee wars and product supremacy. The cheapest and sexiest products got all the assets, and reporters breathlessly covered the race to zero on fees. But with expense ratios approaching zero, Hougan and Nadig declare the start of a new era: one where it matters less which ETFs you use and more how you use them. Learn why today, timing is everything.

 

 

4:50 – 5:00

CLOSING REMARKS

Pat Bolland, Media Consultant

 

 

5:00 – 6:15

NETWORKING RECEPTION

Sponsored by: PowerShares by Invesco

 

 

 

 

 

 


* 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

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