ETF 2018 - SPONSORS

BECOME A SPONSOR

DIAMOND SPONSOR



STOXX Ltd. is an established and leading index specialist, which started in Europe. The launch of the first STOXX® indices in 1998, including the EURO STOXX 50® Index, marked the beginning of a unique success story, based on the company’s neutrality and independence. Since then, STOXX has been at the forefront of market developments and has continuously expanded its portfolio of innovative indices. STOXX now operates globally across all asset classes.
STOXX indices are licensed to more than 500 companies, which include the world’s largest financial products issuers, capital owners and asset managers. STOXX indices are used not only as underlyings for financial products, such as ETFs, futures and options and structured products but also for risk and performance measurement.
For more information, please visit
www.stoxx.com.

PLATINUM SPONSOR



Franklin Templeton Investments is a global leader in investment management with clients in over 170 countries. Here in Canada and abroad, we are dedicated to one goal: delivering exceptional asset management for our clients. At the core of our success is our multiple independent investment teams—each with a focused area of expertise—from traditional to alternative strategies and multi-asset solutions. All of these investment teams share a common commitment to excellence grounded in rigorous, fundamental research and robust, disciplined risk management. This expertise in Canada combined with extensive global resources, and a focus on excellence has made us a trusted partner to generations of advisors and investors.

GOLD SPONSORS



 


Since their launch in June 2009, BMO Global Asset Management has emerged as one of the leading ETF providers in Canada. BMO ETFs is a diversified family of ETFs and includes a broad range of domestic and global investment solutions covering a full array of asset classes, sectors and regions. With more than 100 years of combined experience in managing institutional indexing and retail ETF strategies, BMO Global Asset Management’s 100% Canadian team of ETF experts scours the global marketplace for opportunities to strategically design and build an innovative family of ETFs. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and a separate legal entity from Bank of Montreal.

 

About BMO Financial Group
Established in 1817, BMO Financial Group is a highly diversified financial services provider based in North America. With total assets of approximately $672 billion as of January 31, 2015, and more than 46,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, Wealth Management and BMO Capital Markets.





iShares® is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 800 funds globally across multiple asset classes and strategies and more than US$1.5 trillion in assets under management as of December 31, 2017, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm1.

1 Based on US$6.288 trillion in AUM as of 12/31/17





The First Trust companies are a well-respected global enterprise with a history in the U.S. market since 1991 and in Canada since 1996. First Trust Advisors L.P., the portfolio advisor for the First Trust AlphaDEX™ ETFs, has over US$125 billion at the end of January in assets under supervision or management. First Trust is the umbrella name used for the various businesses conducted in both Canada and the U.S.
FT Portfolios Canada Co. is headquartered in Toronto with sales and service capabilities across Canada. FT Portfolios Canada Co. is a privately owned company and an affiliate of First Trust Portfolios L.P. (FTP), a U.S. registered broker-dealer, and First Trust Advisors L.P. (FTA), a U.S. registered investment advisor, both of which are located in Wheaton, Illinois, a suburb of Chicago.
FT Portfolios Canada Co. is registered with the Ontario Securities Commission as a mutual fund dealer and investment fund manager. FTA is registered with the Ontario Securities Commission as a portfolio manager and provides investment advisory services to our Canadian investment funds.





To help investors empower with different begins with rigorous, independent thinking. Our quantitative, multi-factor process is built by a team of professionals who do just that — think differently. Our suite of investment capabilities are powered by an intellectually diverse, multidisciplinary team that combines the complementary strengths of investment professionals from Highstreet Asset Management Inc. and FFCM, LLC – a collaboration we call AGFiQ.
AGFiQ’s team approach is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns. As such, our objective is to provide better risk-adjusted returns by utilizing a disciplined, multi-factor process, viewing risk through multiple lenses. We collectively understand that while quantitative, multi-factor approaches are a good start, it’s the people behind the strategies that really drives innovation. Through our differentiated approach, we aim to deliver quality solutions to advance wealth accumulation and preservation goals.




As an industry pioneer, State Street Global Advisors created the first US listed ETF in 1993. Since then, each new member of the SPDR ETF family has been built to reflect our intimate knowledge of the ETF market. We believe ETFs are about finding simple solutions to help meet investors’ needs. Out ETFs seek to provide a transparent way to access specific markets. Assets under management were CAD $3.485 trillion as of December 31, 2017 with respect to which State Street Global Advisors Fund Distributors (“SSGA FD”; US Fund Distributor) serves as the marketing agent; SSGA FD and State Street Global Advisors are affiliated.




WisdomTree launched its first ETFs in the United States in June of 2006 and in Canada in July of 2016. Globally, WisdomTree is currently the tenth largest ETF provider with strategies spanning asset classes and countries around the world. A smart beta innovator, WisdomTree pioneered the concepts of fundamentally weighted indexes and active ETFs — and is currently an industry leader in both categories.




Purpose Investments, an asset management company with approximately $5 billion under management, has an unrelenting focus on customer-centric innovation. Purpose offers a range of managed and quantitative investment products. Purpose is led by well-known entrepreneur Som Seif and is a division of Purpose Financial, an independent technology-driven financial services company backed by OMERS, one of Canada's largest pension funds.




The Mint is a commercial federal Crown Corporation producing circulation, numismatic and bullion coins for the domestic and international markets. Since 1908, the Royal Canadian Mint has earned a world-renowned reputation for quality, excellence and security. The Mint operates full-service gold and silver refineries with a range of services from refining to assaying and secure storage. The Royal Canadian Mint established the Canadian Gold and Silver Reserves program in order to provide an exchange-traded investment vehicle that tracks the price of gold (TSX:MNT) or silver (TSX:MNS) and makes investing directly in physical gold or silver available to institutional and retail investors. ETRs are listed on the TSX.





ETF Global® (ETFG®) is a leading, independent provider of data, research, investment decision support applications, proprietary risk analytics and educational offerings for Exchange-Traded-Products. The ETFG research platform, which is driven by the ETFG Multi-Factor, Quantitative Model (ETFG Quant), supports the overall investment process with a variety of strategies and applications to pursue return, manage risk, utilize investment analysis and generate investment ideas.




SILVER SPONSOR




Horizons ETFs Management (Canada) Inc. is an innovative financial services company and offers one of the largest suites of exchange traded funds in Canada. The Horizons ETFs product suite includes a broadly diversified range of solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions. Horizons ETFs currently has more than $10 billion of assets under management and 82 ETFs listed on the Toronto Stock Exchange. Horizons ETFs Management (Canada) Inc. is a member of the Mirae Asset Global Investments Group.




BRONZE SPONSORS




CIFP has been involved in the delivery of high quality financial planning education to Canadian financial planners since 1972. Currently, CIFP offers educational programs in financial planning, retirement planning, and delivers customized financial education and training programs to many organizations in the financial services industry.
Additionally, CIFP through its CIFPs Retirement Institute is the licensing body for the Registered Retirement Consultant (RRC®) and Registered Financial & Retirement Advisor (RFRA®) designations. These designations are supported by a rigorous educational program of study and examination, work experience, annual continuing education, code of conduct & ethics, and standards of practice. Over 3,000 RRCs are currently licensed to provide the pre and post retirement, and life style planning needs of Canadians. CIFP, through its 724learning.Net, provides IT consulting services to a variety organizations with specialization in financial services.





IFSE Institute (“IFSE”) provides a world of exciting possibilities in distance learning. Specializing in mutual funds, insurance, exempt market, ETF and continuing education, IFSE is the leader in its field. Wholly owned by the Investment Funds Institute of Canada (IFIC) , IFSE has been providing financial services education to professionals and organizations for more than 40 years. Please come and visit us at our booth to ask us about our new Exchange-traded Funds Course (approved for 15 FPSC credits as well as Accredited for 15 hours of IIROC Compliance CE).
MEDIA SPONSORS


Wealth Professional Magazine is Canada’s definitive source of news, opinion and analysis for today’s sophisticated financial planning and advice professionals. Delivered exclusively online to Canada’s financial planners and advice community, Wealth Professional provides a real-time web service that keeps time-poor advisers up to date with the latest breaking news, cutting-edge opinion, and expert analysis affecting both their business, and their industry.
Wealth Professional is published by Key Media- a fast-growing, independently owned group of B2B media companies. It uses multi-platform business intelligence and content to put buyers and sellers together across six key verticals in six worldwide markets.




FPR publishes the ETF Business Review, America's leading authority for fund executives and modern asset managers. We provide a top-down dynamic almanac view on the opportunities and threats in the ETP and fund space. We publish 3000 pages of top-down strategic intelligence on 3 continents for our clients, yearly. On average, our subscribers have posted an asset growth of over 125% on an annual basis, since 2009. Many of our clients are Fortune 500 asset managers. FPR was founded in 2009 by Rob Ivanoff, CEO, and a group of ETF and mutual fund market research analysts. We are located in Boston, NYC and Europe.




ETFGI is an independent research and consultancy firm launched in 2012 in London offering consulting services, paid for research subscription services, videos and events on trends in the global ETF/ETP ecosystem. The firm tracks and ranks all ETFs/ETPs listed globally, the issuers, index providers, exchanges, custodians, law firms, fund accountants, market makers and authorised participants, mutual funds and institutional investors that use ETFs/ETPs.
Deborah Fuhr a founder of ETFGI previously served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011. She 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.
She has been working with investors, ETF, ETP providers, index providers, exchanges, MMs and APs, regulators, trade associations, custodians, law firms, accounting firms around the world since 1997. ETFGI is honored to count as our research and consulting clients some of the leading firms in the ETF Ecosystem around the world as well as some new entrants and firms that are considering entering the ETF, ETP industry.
Deborah Fuhr is one of the founders and board member of Women in ETFs “WE” a not for profit organisation with over 2,700 women and men members in chapters around the world.

Below is a short description of the 8 services ETFGI currently offers. We welcome your feedback and suggestions.
ETFGI annual research service – paid subscription
ETFGI annual review of institutions and mutual funds that use ETFs and ETPs – paid subscription
ETFGI Active ETF landscape annual report service – paid subscription
ETFGI Smart Beta ETF Landscape annual report service – paid subscription
ETFGI & Kreab ETF Market Structure and trading event – June 7, 2017 in NY City
ETFGI EM and FM report – paid subscription
ETFGI monthly Highlights – free subscription
ETFGI weekly newsletter – free subscription

Please visit our website www.etfgi.com to register for our free Weekly Newsletter and updates, to find ETFGI Press Releases on ETF/ETP industry trends, daily postings of some of the top articles from financial publications around the world in the Industry News tab, details of upcoming Events, monthly videos on industry trends in Views, our twitter feed @etfgi , and to use our directory of firms in the ETF Ecosystem. You are invited to join our group "ETF Network" on Linkedin.
Please contact
deborah.fuhr@etfgi.com if you would like to discuss subscribing to ETFGI’s research or consulting services.
Please contact Deborah Fuhr, Managing Partner, ETFGI at
deborah.fuhr@etfgi.com if you would like to discuss the cost to subscribe to any of ETFGI’s research or consulting services.





Webcasting to over 400,000 advisers, pension funds, consultants, family offices, endowments and wealth managers. Our video library at www.asset.tv is available to investment professionals in the US, UK, Europe and Asia. The asset.tv video library is directly linked to some of the biggest and best financial websites around the world, including Barclays Stockbrokers, FE analytics and Reuters. Asset TV Canada www.assettv.ca is the home of helpful pension and investment videos for professional Canadian investors. To bring the experts to your screen, we have invited leading wealth managers and investment companies to produce and share their videos for Asset TV.




Jobs In ETFs - World's First ETF Career Platform and Specialized Recruitment Provider in the ETF Industry.
Jobs in ETFs focused on growing the Exchange Traded Funds industry, educating and inspiring fresh as well as established talent. We help candidates start or progress their career and provide access to the most exciting job openings within the sector. Our team offers hiring and headhunting services to ETF companies looking to build and grow their teams and helps create innovative campaigns to attract talent.
Visit
www.jobsinetfs.com to see who is hiring, follow companies and access career-specific content and exclusive interviews.




Canadian ETF Watch is an independent organization which provides comprehensive market intelligence, news and fundamental research solutions strongly focused on the ETF markets. We are covering the ETF market globally and have launched the first global, high-end exchange traded funds magazine in Canada.
Canadian ETF Watch’s news stories focus intently on educating investors regarding specific offerings, current market trends, sectors, economies, and sentiment about every ETF market we track for our clients. We hope you find this information insightful, intelligent and in time to help you make the most of ETF investing. You will find a wealth of information in our archives, and can search for keywords targeting articles relevant to you. Please feel free to comment on any of these articles, our community appreciates every-one’s views, and outlooks.






BECOME A SPONSOR

When you become a sponsor of the Exchange Traded Forum 2018, your organization has an exclusive opportunity to access high-level key world leaders in ETFs, Structured Products and Closed-End Funds.

You will also have the unique opportunity to increase your exposure and visibility to a large group of targeted industry attendees. Our various sponsorship packages offer valuable benefits to showcase and market your organizations valued services.

Sponsor Levels:

Diamond • Platinum • Gold • Silver • Bronze •

Please email us at info@exchangetradedforum.com
to request the Sponsorship Information Package.
 
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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