ETF 2018 Vancouver - SPEAKERS

LEADING FACULTY (by last name)

Pat Bolland, Media Consultant

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

Silvio Stroescu, President, BMO Investorline

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.

Ahmed Farooq, Vice President, ETF Business Development, Franklin Templeton Investments Canad
Ahmed Farooq is Vice President, ETF Business Development, responsible for directing and expanding the Franklin LibertyShares™ ETF business across major Canadian Investment Dealers and financial professionals. Ahmed’s responsibilities include providing ETF strategy, marketing and product development support.
Mr. Farooq has 10 years of experience in the ETF industry and 14 years in the investment industry overall. Prior to joining Franklin Templeton in 2017, Mr. Farooq spent 10 years at BlackRock Canada supporting the promotion and growth of iShares ETFs. Recently, Ahmed was a senior wholesaler covering Toronto and Ottawa. Previously, he managed the internal sales team for the iShares ETF business across Canada and lead wholesaler activities for the firm in Atlantic Canada.
Mr. Farooq earned his Bachelor of Commerce degree in Economics with a specialization in Commerce and Finance, and a major in Economics from the University of Toronto. He has completed the Certified Financial Planner (CFP) and has earned his CIMA® designation from the Investment Management Consultants Association® in conjunction with the Wharton School of Business at the University of Pennsylvania. Mr. Farooq has also completed the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), Professional Financial Planning Course (PFP), Wealth Management Techniques (WMT) and has received the designation of Financial Management Advisor (FMA).

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 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