ETF 2018 Toronto - AGENDA

 

Last updated: February 21, 2018

 

Monday, April 30th

 

 

 

7:00 am

CONFERENCE REGISTRATION

 

 

 

 

7:30 – 8:15

BREAKFAST

Sponsored by:

 

 

8:15

Official Welcome

 

Open ing Remarks and Master of Ceremony

Pat Bolland, Former BNN Anchor, Media Consultant

 

 

8:20 9:10

panel: a global economic outlook in a time of volatile politics and policy

Moderated by : Pat Bolland, Former BNN Anchor, Media Consultant

Craig Wright, Senior Vice-President & Chief Economist, Royal Bank of Canada

Douglas Porter, Chief Economist & Managing Director, BMO

Angella MacEwen, Senior Economist, Canadian Labour Congress (CLC) & Policy Fellow, Broadbent Institute

 

Leading Economists discuss wide-ranging issues facing the Canadian, US and global economies in a fast changing world of politics and policy and its impact on Investments.

 

 

9:10 – 9:40

BIG DATA MEETS INVESTING

Rod Jones, Head of North America, STOXX Ltd.

 

This session will discuss how data and AI is creating new product opportunities for investors.

 

9:40 – 10:20

MANULIFE PRESENTATION : TBA

 

 

 

 

NETWORKING BREAK

 

 

10:20 – 10:40

Networking Break

Sponsored by:


10:40 – 11:20

USING FIXED INCOME TO OPTIMIZE PORTFOLIO PERFORMANCE

Moderated by:
Alfred Lee
, Director, Portfolio Manager, Exchange Traded Funds, BMO Asset Management Inc.

 

11:20 – 12:00

PANEL: After a record-breaking 2017 Growth what's next for canada's ETF industry?

Moderated by:

Alan Green, Director, iShares Canada Capital Markets, BlackRock

 

 

12:00 – 12:30

LARGE INSTITUTIONAL INVESTORS CONTINUE TO USE ETFS IN A VARIETY OF DIFFERENT WAYS

Bobby Eng, Vice President, State Street Global Advisors, Ltd. & Head, SPDR ETF Business Development for Canada

 

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

 

 

 

 

LUNCH

 

 

12:30 – 1:30

LUNCH

Sponsored by:

 

 

1:30 – 2:00

Concurrent Sessions

 

STREAM 1

 

EXCHANGE TRADED GOLD & SILVER RECEIPTS

Steve Higgins, Director, Storage & Refinery Solutions, Royal Canadian Mint

 

 

STREAM 2

 

the rise of Thematic Innovation using ETFs: what are they and how are they being used

 

2:00 – 2:40

Concurrent Sessions

 

STREAM 1

 

Panel: ETF Strategists and Asset Allocation

Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant

Deborah Frame, President & CIO, Frame Global Asset Management

Francis D’Andrade, VP, Private Client, Forstrong Global Asset Management


 

STREAM 2

 

ETF Regulation in canada and How it will impact your business and your clients

 

 

 

NETWORKING BREAK

 

 

2:40 – 3:00

Networking Break

Sponsored by:

 

 

3:00 – 3:50

PANEL: FACTOR BASED INVESTING: HOW FACTORS ARE USED TO DEFINE RISK, RETURN, AND CORRELATION

Moderated by:

Stephen Duench, Vice-President, Portfolio Manager, AGFiQ Asset Management

Chris Heakes, Director, Portfolio Manager, Exchange Traded Funds, BMO Asset Management Inc.
Jeff Weniger, Asset Allocation Strategist, WisdomTree Asset Management, Inc.

 

 

 

3:50 – 4:40

Panel: ETF Toronto CEO Roundtable

Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant
Rod Jones, Head of North America, STOXX Ltd.

Som Seif, Founder & Chief Executive Officer, Purpose Investments Inc.

 

 

4:40

Closing Remarks

Pat Bolland, Former BNN Anchor, Media Consultant

 

 

5:00 6:00

Networking Reception

Sponsored by:

 

 

 

 

 

 

Tuesday, May 1st

 

 

7:30 – 8:30

Breakfast

Sponsored by:

 

 

8:30 – 8:40

First Day Recap

Pat Bolland, Former BNN Anchor, Media Consultant

 

 

8:40 – 9:20

ADVISORS AT RISK: A ROADMAP TO PROTECT YOUR BUSINESS

Ellen Bessner, Partner, Babin Bessner Spry LLP

 

 

 

9:20 – 10:00

Global ETF update : an in depth analysis and its impact on canada

Deborah Fuhr, Managing Partner & Co-founder, ETFGI

 

 

10:00 – 10:40

The Next Wave: Finding Tomorrow’s Leading Emerging Markets Investments

Ahmed Farooq, Vice President, ETF Business Development, Franklin Templeton Investments Canada

Technological advances, GDP growth, and demographic shifts are some of the key drivers of transformative change in emerging markets. But not all opportunities are created equal. How can you help clients tap into this growth story while being mindful of the risks? Industry veteran, Ahmed Farooq, weighs in on this debate.

 

 

 

NETWORKING BREAK

 

 

10:40 – 11:00

Networking Break

Sponsored by:

 

 

11:00 – 11:40

Panel - Robo 2.0: Working for the next generation advisor

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

Neville Joanes, Portfolio Manager, WealthBar

Silvio Stroescu, President, BMO Investorline

 

 

11:40 – 12:20

a new investing high: the rapidly growing marijuana industry

Eric Balchunas, Senior ETF Analyst & Funds Product Specialist, Bloomberg

 

The medical marijuana industry is more developed in Canada than in many other nations and cannabis is expected to soon be legal for all Canadian Adults. As Canada's Cannabis industry continues its rapid growth, its overall impact on other industry sectors is also dramatically growing.

 

 

12:20 – 1:00

What Your Client Said (While you weren't listening...)

Robert Gignac, Author: Rich is a State of Mind

 

Communication is at the core of every successful client/advisor relationship - and lack of communication (or improperly structured communication...) is one of the leading causes of client/advisor dissatisfaction and eventual breakup.
Robert will offer concrete examples of what clients are struggling with today and how you can start to bridge the communication gap with your most valuable asset. Robert's 20 years of experience as a client of the Canadian financial services industry and regular conversations with clients just like yours from coast to coast provide the background for this session. Their concerns might surprise you, they might even scare you, but they will certainly enlighten you.
Get ready to communicate - because if you're not willing to listen, prepare to watch your clients seek out someone who will.

 

 

 

 

LUNCH

 

 

1:00 – 1:50

Buffet Lunch in Exhibit Hall

Sponsored by:

 

 

1:50 – 2:30

Panel: a look at canada's Market Makers vital role in setting etf pricing, providing liquidity and market oversight

Moderated by:

Camilo Gil, Executive Director, Institutional ETF Services, Equity Markets, CIBC World Markets

 

 

 

2:30 – 3:10

Panel: INVESTING IN blockchain technology ETFS

Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant

Blockchain technology is creating revolutionary and disruptive change at all levels which is providing new opportunities for businesses and governments.
This session will discuss ways of participating in this high growth sector.

 

 

 

CLOSING SESSION

 

 

3:10 – 4:00

featured Keynote presentation:

 

 

4:00

Closing Remarks

Pat Bolland, Former BNN Anchor, Media Consultant

 

 


* 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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner

 

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