ETF 2017 Vancouver - SPEAKERS

KEYNOTE SPEAKERS

Matt Hougan, CEO, Inside ETFs
Dave Nadig, CEO, ETF.com

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)

Susanne Alexandor, VP, Client Portfolio Manager, Cougar Global Investments
Jay Bhutani, Senior Vice-President, Head of ETF Strategy, AGF Investments Inc.
Pat Bolland, Media Consultant
Scott Boniferro, Vice President, Global Investment Strategies, Invesco Canada

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.
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)
Yves Rebetez, Managing Director, Editor, ETFinsight
Chris Romano, Director of Research, ETF Global

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

Silvio Stroescu, President, BMO Investorline
Mark Webster, Vice President, Western Canada, BMO ETFs
Joacim Wiklander, Chief Business Officer, Aequitas NEO Exchange
Mark Yamada, President & CEO, PŮR Investing

 

Susanne Alexandor, VP, Client Portfolio Manager, Cougar Global Investments
Susanne is a senior member of the Investment Team and focuses on macro research and portfolio construction. She brings 25 years of global capital market and investing experience that covers a range of asset classes including global fixed income, currencies, equities, and commodities. She has worked with both private and institutional clients as a discretionary portfolio manager and advisor, having held positions with leading global firms around the world. Susanne earned a BA in Economics and German from Rutgers University. In addition, she is a registered Portfolio Manager - Advising Representative with the Ontario Securities Commission. Susanne is involved with several philanthropic initiatives, and is a board member of Project Sunshine Canada.

Jay Bhutani, Senior Vice-President, Head of ETF Strategy, AGF Investments Inc.
Jay Bhutani is Senior Vice-President, Head of ETF Strategy at AGF Investments Inc.
In this role, Jay is focused on driving the business strategy and the launch of AGF’s ETF platform. He is responsible for identifying market, industry and competitor trends, while leveraging AGF’s diverse investment platform to meet the needs of our retail and institutional businesses.
Jay brings more than 20 years of financial services experience in asset management, product and business development to this role. He has been with AGF for nearly 10 years in senior roles, including Head of Product, Head of Marketing and Vice-President of Business Solutions.
Prior to joining AGF, Jay’s experience included Director, Corporate Strategy for Altamira Funds and in retail banking at TD, CIBC and Canada Trust.
Jay holds degrees in Business Administration and Economics from York University.

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.

Scott Boniferro, Vice President, Global Investment Strategies, Invesco Canada
As Vice President, Global Investment Strategies, Mr. Boniferro interacts with investment teams and economists across Invesco globally, distilling their views and strategies for the Canadian market. Mr. Boniferro brings a clear, precise and actionable view of the investment landscape to advisors across the country. Working closely with leading index providers, he is a strong proponent of smart beta indexing, with a deep understanding of exchange-traded fund (ETF) portfolio implementation, liquidity analysis and trade execution.
Prior to joining the Global Investment Strategies team, Mr. Boniferro focused on PowerShares smart beta strategies as a product manager, a position he held since joining Invesco in 2011. Previously, he was with TD Wealth Management where he worked closely with investment advisors and financial planners in sales support and practice management.
Mr. Boniferro earned a BA in Economics from the University of Western Ontario. He also holds the Certified Financial Planner® and Certified International Wealth Manager designations and is a Fellow of the CSI®.

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.

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.

Yves Rebetez, Managing Director, Editor, ETFinsight
Yves is an Exchange Traded Fund and Closed End Fund specialist. Prior to launching ETF Insight, he was Vice President of ETFs/Structured Products with RBC Dominion Securities from 2004 to 2011. Yves also worked as a Portfolio Advisor, specializing in Canadian Equities with the Portfolio Advisory Group at RBC Dominion Securities. Earlier work experience in portfolio management includes, both Fixed Income for Institutional Clients, and International Equities for High Net Worth Individuals, with Credit Suisse Canada in Toronto, and prior to that, with UBS in Switzerland. Yves is a CFA Charterholder.

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.

Erik Sloane, Head of Business Development, Funds, Aequitas NEO Exchange
Erik Sloane is Head of Business Development for Funds at NEO, Canada’s new stock exchange and fund distribution platform. Erik is responsible for all investment product listings on the NEO Exchange, in addition to the mutual fund & OM fund distribution business on NEO Connect.
Erik has been with NEO since its inception in 2013, working to turn its vision to do the right thing for the Canadian capital markets into a reality. Prior to his current role, Erik was Head of Product Management, leading the delivery team in defining and implementing NEO’s overall stock exchange and fund distribution platforms. Erik also chaired several industry advisory groups instrumental in guiding NEO’s approach to meeting the needs of all capital markets participants. He also sits on the Canadian ETF Association (CETFA) Operations Committee.
Before NEO, Erik was with the Alpha Exchange, involved in various capacities across all aspects of the business prior to its acquisition by TMX Group. Erik also spent time at Capco, a global business and technology consultancy. Erik has a Bachelor of Arts (Honours) in Economics from Queen’s University.

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.

Joacim Wiklander, Chief Business Officer, Aequitas NEO Exchange
Joacim Wiklander is Chief Business Officer, responsible for long term business strategy, sales and business development activities across all product and service offerings at Aequitas. Joacim has extensive electronic trading experience in both the equities and derivatives markets, and was the CEO of Neonet Securities, a European agency broker who pioneered Smart Order Routing. Prior to Neonet, Joacim held several different executive positions with the Orc Group, a global provider of electronic trading technology, including Chief Strategy Officer and VP Product Management. Joacim holds a MSc in Engineering Physics and a BSc in Business Administration and Economics.

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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