ETF 2017 Vancouver - SPEAKERS

KEYNOTE SPEAKERS

Deborah Fuhr, Managing Partner & Co-founder, ETFGI
Matt Hougan, CEO, Inside ETFs
Dave Nadig, CEO, ETF.com

Deborah Fuhr, Managing Partner & Co-founder, ETFGI
Deborah Fuhr is the managing partner and co-founder of ETFGI, an independent research and consultancy firm launched in 2012 in London offering paid for research subscription services: the ETFGI annual research service provides monthly reports on trends in the global ETF and ETP industry, access to the ETFGI database of all ETFs/ETPs listed globally with factsheets which are updated monthly, ETFGI annual review of institutions and mutual funds that use ETFs and ETPs, the Active ETF landscape report service and the Smart Beta ETF Landscape report service which provide monthly reports on trends in that segment of the market.
Previously, she served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011. Fuhr also worked as a managing director and head of the investment strategy team at Morgan Stanley in London from 1997 – 2008, and as an associate at Greenwich Associates.
Deborah Fuhr was the recipient of the 2014 William F. Sharpe Lifetime Achievement Award for outstanding and lasting contributions to the field of index investing, the Nate Most Greatest Contributor to the ETF industry award at the 11th annual ExchangeTradedFunds.com awards dinner in 2015, the ETF.com Lifetime achievement award in 2015. She has been named as one of the “100 Most Influential Women in Finance” by Financial News in 2014, 2013, 2012, 2009, 2008 and 2007, and as one of the “10 to Watch in 2014” by Rep. magazine and wealthmanagement.com. Ms Fuhr won the award for the Greatest Overall Contribution to the development of the Global ETF industry in the ExchangeTradedFunds.com survey in 2011 and 2008 and received an award for her contribution to the ETF sector at the annual closed end funds and ETF event in New York and was featured in the Investors Chronicle’s list of “150 people that can make you money” in 2010.
Ms Fuhr frequently writes articles for various publications including: Financial News, ETFI Asia, CityWire, FT Advisor, Pensions and Investments, IPE: Investments and Pensions Europe, Focus -World Federation of Exchanges and the Financial Times.
Ms Fuhr is one of the founders and on the board of Women in ETFs, one of the founders and on the board of Women in ETFs – Europe chapter, is on the board of Cancer Research UK’s ‘Women of Influence’ initiative to support female scientists. Ms. Fuhr is on the editorial board of the Journal of Indexes (United States), Journal of Indexes (Europe), and Money Management Executive; the advisory board for the Journal of Index Investing; and the investment panel of experts for Portfolio Adviser, the FTSE ICB Advisory Committee, the International Advisory Committee for the Egyptian Exchange, and the University of Connecticut School of Business International Advisory Board. She holds a BS degree from the University of Connecticut and an MBA from the Kellogg School of Management at Northwestern University.

Matt Hougan, CEO, Inside ETFs
Matt Hougan is president of Inside ETFs, the world’s leading authority on ETFs. In this position, he oversees all of the company’s editorial, data and analytical, and conferences.
Matt is quoted regularly in the Wall Street Journal, Barron’s, Investor’s Business Daily, Fortune, Forbes, TheStreet.com, MarketWatch.com and the Associated Press, and was recently named of the 25 most influential people in the ETF industry. He is a regular guest on CNBC, and was recently named to Registered Rep’s “Ten to Watch in 2012” list.
Prior to joining Inside ETFs in 2006, Hougan ran a strategic communications firm providing speechwriting services to Fortune 500 CEOs, U.S. and foreign government agencies, and select nonprofits. Earlier, he was the lead biotech analyst for Open Fund, the world's first transparent mutual fund. Hougan is a 1998 graduate of Bowdoin College.

Dave Nadig, CEO, ETF.com
Dave Nadig is CEO of ETF.com. Previously, he was director of exchange-traded funds at FactSet Research Systems, a position he took when ETF.com divested itself of its ETF data business. Prior to that sale, Dave was ETF.com's chief investment officer, and has served in the company since 2008. He returned to ETF.com as CEO in November 2016.
Dave has been involved in researching, reporting and analyzing the investment management industry for more than 20 years, and recently co-authored a definitive book on ETFs, "A Comprehensive Guide To Exchange-Traded Funds" for the CFA Institute.
As a managing director at Barclays Global Investors, Dave helped design and market some of the first ETFs. With partner Don Luskin, he went on to found MetaMarkets.com, a revolutionary transparent mutual fund company that pushed fund disclosure to the top of the SEC agenda. As co-founder at Cerulli Associates in the early '90s, he conducted some of the first research on fee-only financial advisors and the rise of indexing. Dave is widely quoted in the financial press, a regular speaker at finance conferences, and publishes a widely read blog at ETF.com. He has an MBA in finance from Boston University.

LEADING FACULTY (by last name)

Pat Bolland, Media Consultant

Chris Burniske, Blockchain Products Lead, ARK Investment Management LLP
Bobby Eng, Vice President, State Street Global Advisors, Ltd. & Head, SPDR ETF Business Development for Canada
Steven Hawkins, President and Co-CEO, Horizons ETFs Management (Canada) Inc.
Steve Higgins, Director, Storage & Refinery Solutions, Royal Canadian Mint

Neville Joanes, Portfolio Manager, WealthBar

Todd Mathias, Vice President, Senior ETF Product Specialist Franklin Templeton Investments
Dave Nugent, Chief Investment Officer, Wealthsimple
Jaime Purvis, Executive Vice President, National Accounts, Horizons ETFs Management (Canada)
Chris Romano, Director of Research, ETF Global

Silvio Stroescu, President, BMO Investorline
Mark Webster, Vice President, Western Canada, BMO ETFs
Mark Yamada, President & CEO, PŮR Investing

 

Pat Bolland, Media Consultant
Longtime business commentator Pat Bolland has been a business thought leader north and south of the border. Pat worked his way up in the investment industry from floor clerk on the Toronto Stock Exchange to VP with a top tier firm before moving into broadcasting. Pat’s been business editor at four major networks, currently Sun New Network on ‘AM Agenda’. He has parlayed his TV hosting skills into media training, corporate PR as well as hosting, moderating and webcasting for events and conferences. Not to mention a lot of lacrosse coaching. Despite all his business and sport acumen he’s best known as “the guy with the ‘stache”. Follow him at @patbolland.

Chris Burniske, Blockchain Products Lead, ARK Investment Management LLP
Chris serves as Blockchain Products Lead at ARK Invest, working on both research and business development. In 2015, ARK Invest became the first public fund manager to invest in bitcoin, offering the first two ETFs (ARKW and ARKK) with bitcoin exposure. Chris analyzes both public and private blockchain implementations, and frequently appears in media outlets—including Forbes, CNBC, Bloomberg, Reuters, Quartz and CoinDesk—to discuss blockchain technology. He graduated Phi Beta Kappa with a BS from Stanford.

Bobby Eng, Vice President, State Street Global Advisors, Ltd. & Head, SPDR ETF Business Development for Canada
Bobby is a Vice President at State Street Global Advisors, Ltd and Head of SPDR ETF Business Development for Canada. Bobby focuses on the distribution of SPDR ETFs to institutional investors throughout Canada including pension plans, endowments, foundations, insurance companies, investment consultants, asset managers and banks.
Prior to this role, Bobby spent over 3 years at First Trust Portfolios Canada as Senior Vice President and Head of Sales responsible for overall sales and distribution. Bobby also spent 10 years at Blackrock Asset Management most recently as Director & Vice President, Head of National Accounts at Blackrock Asset Management responsible for asset managers and brokerage senior executive relationships. Bobby was instrumental in the success of the iShares, Exchange Traded Funds business in Canada being responsible for sales and business development across Canada. Bobby also held sales and relationship management roles at Fidelity Investments and National Bank of Canada.
Bobby holds a Bachelor's degree in Finance from Concordia University and holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultant Association (IMCA).

Steven Hawkins, President and Co-CEO, Horizons ETFs Management (Canada) Inc.
Steven Hawkins, Co-CEO and Chief Investment Officer, Horizons ETFs Management (Canada) Inc. has been with Horizons ETFs since 2009, and one of its predecessor companies since 2007. Mr. Hawkins oversees the day–to-day business and affairs of Horizons ETFs. Prior to this, Mr. Hawkins was a Managing Partner and Director of JovFunds Management Inc., a subsidiary of Jovian Capital Corporation, from 2006 to 2011. From 2000 to 2006, Mr. Hawkins served in a dual capacity as Chief Investment Officer and Senior Vice-President, Compliance and Risk Management, for First Asset Investment Management Inc., as well as Vice-President, Compliance, for its parent company, AMG Canada Inc. Mr. Hawkins has more than 20 years of experience in the investment industry on both the buy and sell side.

Steve Higgins, Director, Storage & Refinery Solutions, Royal Canadian Mint
Steve Higgins oversees the Royal Canadian Mint’s precious metals storage and refining business lines. The Mint provides highly secure and transparent storage for large financial institutions, investment funds, corporations and HNW clients. He is responsible for the design, development and management of the Canadian Gold Reserves (TSX: MNT/MNT.U) and Canadian Silver Reserves (TSX: MNS/MNS.U) exchange-traded receipt programs (ETR). ETRs have monthly redemption rights for newly cast Royal Canadian Mint gold and silver bars or coins. Before joining the Mint in 2009 Steve was the Manager, Corporate Performance at Sustainable Development Technology Canada which makes early stage investments into the Cleantech sector. Steve completed his MBA at HEC School of Management in Paris and his Bachelor of Science and Business at the University of Waterloo.

Neville Joanes, Portfolio Manager, WealthBar
Neville oversees investment strategy, asset allocation, ETF selection and investment operations at WealthBar, a Vancouver based digital portfolio manager. His position at WealthBar has enabled him to follow his passions around digitizing wealth management, spurring innovation in the financial industry and bringing transparency to clients across Canada.
In a previous role at a Canadian investment firm, Neville was responsible for over $500 million of assets. With over 10 years of experience in financial services, he has held roles at Mackenzie, TD Bank and Horizon ETFs.
Neville has extensive experience in analysis, product development, trading and asset management. He is also a CFA charterholder.

Todd Mathias, Vice President, Senior ETF Product Specialist Franklin Templeton Investments
Todd Mathias is a Senior ETF Product Specialist. Todd is responsible for positioning the firm's strategic beta ETF investment products internally and externally to clients. His responsibilities also include the strategy and development of the global ETF platform.
Mr. Mathias has 10 years of industry experience. Prior to joining Franklin Templeton in 2016, Mr. Mathias spent almost 6 years at BlackRock as an ETF Product Strategist working in both the San Francisco and more recently the London office. He partnered with distribution teams to differentiate more technical products, inclusive of the global strategic beta suite. Prior to BlackRock, Mr. Mathias worked in global manager research at Callan Associates and in defined benefit sales at Vanguard.
Mr. Mathias earned his B.S. in business from the University of Colorado, Boulder. He is a Chartered Financial Analyst (CFA) Charterholder.

Dave Nugent, Chief Investment Officer, Wealthsimple
Dave Nugent is the Chief Investment Officer at Wealthsimple, Canada's leading online investing service. Dave co-founded the company in 2014 and leads its B2B solution, Wealthsimple for Advisors, which launched in early 2016. Founded in Canada by a team of financial experts and technology entrepreneurs, Wealthsimple is backed by Power Financial Corporation, a global management and holding company.
Prior to joining Wealthsimple, Dave was an investment advisor with RBC Dominion Securities. Dave is a graduate of Huron University college at Western University and is a Portfolio Manager.

Jaime Purvis, Executive Vice President, National Accounts, Horizons ETFs Management (Canada)
As Executive Vice President at Horizons ETFs Management (Canada) Inc., Jaime manages the national accounts relationships for Horizons ETFs with Canadian investment dealers, as well as managing relationships with the dealer managed asset and discretionary management programs. Jaime is also responsible for the self-directed investing channel and delivering key concepts and product knowledge to senior management, operations, and investors.

Chris Romano, Director of Research, ETF Global
Chris Romano is the Director of Research at ETF Global, where he leads the development of the proprietary research models and analytics. Chris is the Chairman of the ETFG Research Advisory Board and manages the firm’s team of research analysts. Chris plays an integral role in developing custom solutions for all of ETFG’s client segments.
Chris has extensive experience within investment research having previously served as the Director of Research and Trading Strategies for a successful institutional money management firm. As part of this experience, Chris led the design of quantitative models and the development of trading processes and systems. Additionally, Chris served as a member of the Investment Advisory Committee providing insight and analytical information used for a large tactical asset management firm. Chris began his career in the systems administration and brokerage support areas.
Chris obtained his Bachelor of Science degree in Information Science with a minor in Business from the University of Pittsburgh, where he graduated Magna Cum Laude. Chris has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute as well as the CFA Society of Pittsburgh.

Silvio Stroescu, President, BMO Investorline
Silvio Stroescu is the President of BMO InvestorLine. He is accountable for driving the strategy, client experience and performance of BMO’s self-directed and digital advice brokerage businesses in Canada. He ensures there is alignment between InvestorLine and BMO’s broader Wealth Management and enterprise strategy. He joined BMO Financial Group in October 2016.

Silvio was formerly Vice President of Deposits of Tangerine Bank (ING DIRECT), and prior to that, he served as President & CEO of Tangerine Investments. Over his tenure with ING DIRECT he was one of the pioneers of digital banking in Canada, leading teams that launched innovative products and services in anticipation of clients’ evolving digital preferences. Silvio also brings his experience with developing new business lines, introducing new products to the Canadian market and leading business lines in transition. He credits his progress to a relentless focus on personal development, great mentors and being part of organizations with environments conducive of growth opportunities.

He is a Fellow of the Canadian Securities Institute (FCSI), a Fellow of the Institute of Canadian Bankers (FICB) and a Chartered Investment Manager (CIM). Silvio studied Mathematics and Psychology at the University of Toronto and completed several executive leadership programs at Schulich, Harvard, Ivey, Rotman and ING Business Schools.

Mark Webster, Vice President, Western Canada, BMO ETFs
Mark is the BMO ETF team's representative for Western Canada. With over 25 years of experience in the financial services industry, Mark has covered many diverse forms of financial risk. He began his career as a professional indemnity broker, conducting risk analysis for the Big 8 global accounting firms, as well as some of the top U.S. law firms. Mark has worked as a retail investment advisor with RBC DS; in the mutual fund industry with First Trust Portfolios; and has held several other positions in the pension industry with both Canada Trust & Standard Life. He holds a Master’s degree in Russian History from McGill University and several CSI accreditations.

Mark Yamada, President & CEO, PŮR Investing
Mark Yamada is President and CEO of PŮR Investing Inc. (PŮR). PŮR combines software development with portfolio management delivering innovative solutions to defined contribution pension plans and disruptive strategies to investment advisors and their clients. PŮR provides independent exchange-traded fund (ETF) analysis, risk-based portfolio construction and web-based tools including a multi-factor ETF screener and volatility drag calculator for use with leveraged ETFs. Mark lectures and writes about risk, volatility and portfolio construction in the U.S. and Canada and is a frequent speaker about the use of ETFs. He and his partners at PŮR are dedicated to providing better investment solutions to individual investors.

 
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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