Agenda 2010

 

AGENDA (PDF)

For downloadable presentations please click on speaker highlighted in RED

Monday, October 25th

8:00 CONFERENCE REGISTRATION AND BREAKFAST IN THE FOYER
9:05 – 9:10

OFFICIAL WELCOME
Tony Sanfelice, President, Radius Financial Education

9:10 – 9:15

OPENING REMARKS
Pat Bolland, Senior Counsel, Veritas Communications

9:15 – 10:00 STATE OF THE NATION FOR ETFs/STRUCTURED PRODUCTS
Trevor Cummings
, Vice President, iSHARES
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications

  • Growth of ETFs - What do the numbers depict and what does the future hold?
  • Why have investors embraced ETFs and will this trend continue?
  • 3 ways you can take advantage of ETFs immediately, given current market conditions.
10:00 – 10:45 ETFs MECHANICS
Seddik Meziani,
Professor Finance & Economics, Montclair State University

Introduced by: Pat Bolland, Senior Counsel, Veritas Communications


• Flash Crash - What went wrong? What role did ETFs play?
• Understanding what is in your ETF, is what you see, what you get?
• When to and not to use ETFs?

10:45 – 11:00 NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Barclays Capital, Global Marketing
11:00 – 11:45 ETFs : WHY ARE THEY SO POPULAR & HOW ARE THEY BEING USED EFFECTIVELY IN A PORTFOLIO – PANEL DISCUSSION
Moderator: John Youn, Director, BMO Asset Management
Alfred Lee, Investment Strategist, BMO ETFs & Global Structured Investments;
Pat Chiefalo, Director, National Bank Financial;
John Gabriel, ETF Strategist, Morningstar, Inc.
David Munro, Research Analyst, DundeeWealth Private Client Research
Yves Rebetez, Vice President I ETFs/Structured Products, RBC Dominion Securities Inc.
11:45 – 12:45 BUFFET LUNCH IN EXHIBIT HALL
Sponsored by: iShares

WORKING LUNCH SESSION
SOVEREIGN DEBT: ARE WE OUT OF THE WOODS YET?
Moderated by: Pat Bolland, Senior Counsel, Veritas Communications
Alex Jurshevski,
Founder, Recovery Partners;
Beat Guldimann,
Founder,Tribeca Consulting Group

• Examine the Sovereign debt situation discuss whether the crisis is past or whether there are still some issues that need to be resolved.
• Stress indicators to look for and what they mean
• The Sovereign “Zombie” List etc

12:45 – 1:30 PRACTICE MANAGEMENT SESSION: A CLIENT CONVERSATION IN 2010
Dave Pickett,
Senior Vice President, TD Waterhouse
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications

The lens through which clients are looking at our business and relationship has changed in this post crisis era. The need for dialogue regarding risk, transparency, the definition of personal benchmarks and performance has never been more important. Today's discussion revolves around having an "uncommon understanding" of your client.

1:30 – 2:15 RECENT INNOVATIONS AND DEVELOPMENTS IN STRUCTURED PRODUCTS AND ETNs – PANEL DISCUSSION
Moderator: Pat Bolland
, Senior Counsel, Veritas Communications
Neil Murdoch,
President & CEO, Connor, Clark & Lunn Capital Markets Inc;
Bill Bamber,
Global Head of Structuring, CIBC;

Laurent Rimmen, Director and Head of Investor Solutions, Canada, Barclays Capital;


• New directions and innovations in equity linked investments
• How prevailing market conditions are driving innovation and delivery of Structured investments
• The evolution of products to meet client’s needs

2:15 – 3:00

ACTIVE VS. PASSIVE DEBATE – PANEL DISCUSSION
Moderator: Pat Bolland
, Senior Counsel, Veritas Communications
Richard Kang, Chief Investment Officer & Director of Research, Emerging Global Advisors LLC;
Joseph Witthohn, Investment Strategy Group, Janny Montgomery Scott LLC;
Tyler Mordy, Director of Research, HAHN Investment Stewards & Company Inc.
James McGovern, Managing Director & CEO, Arrow Hedge Partners Inc.

• To be active or to be passive, that is the question, and the answer is, it depends
• Why the debate rumbles on – investor interest or competition between ETF sponsors and mutual fund managers?
• Should costs be the overriding consideration?
• The emergence of 'Active ETFs’, what role will they play?

3:00 – 3:15 NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Horizons Exchange Traded Funds Inc.
3:15 – 4:00 ADVANCED STRATEGIES & PRACTICE MANAGEMENT - PANEL DISCUSSION
Moderator: Pat Bolland,
Senior Counsel, Veritas Communications
Ioulia Tretiakova, Director of Quantitative Strategies, PŮR Investing Inc.;
Greg Burgess, Portfolio Manager, Newhaven Asset Management;
Kathleen Morarity, Partner, Katten Muchin Rosenman LLP


• How to best migrate from mutual funds
• Best practices for constructing your portfolio
• How to evaluate what you should buy or avoid

4:00 – 5:00

Featured Speaker: Harry Markopolos, The Madoff Whistleblower
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications

Harry Markopolos realized that Bernard Madoff’s investment strategy was an obvious fraud within five minutes, and spent the next nine years trying in vain to alert the Securities and Exchange Commission. His recently released book, No One Would Listen, details the ten-year quest Markopolos and his team undertook to prevent the biggest financial disaster of the 21st century.

5:00 CLOSING REMARKS
Pat Bolland,
Senior Counsel, Veritas Communications
5:00 – 7:00 SCOTCH TASTING RECEPTION IN EXHIBIT HALL

Remember to bring your business cards!

The not-to-be-missed ‘Scotch Tasting’ Reception on the evening of Monday October 25th will provide you with crucial time to interact with key players in your industry.

This exciting evening of networking will feature Marc Laverdiere, who will provide you with his scotch expertise as well as sampling of some unique brands.

Tuesday, October 26th

7:30 BREAKFAST IN EXHIBIT HALL
Sponsored by: National Bank Financial
8:00 – 8:05

OPENING REMARKS
Pat Bolland
, Senior Counsel, Veritas Communications

8:05 – 8:50 UNDERSTANDING ACTIVE ETFs IN A VOLATILE LANDSCAPE – PANEL DISCUSSION
Moderator: Pat Bolland,
Senior Counsel, Veritas Communications
Joseph Witthohn, Investment Strategy Group, Janny Montgomery Scott LLC;
Tyler Mordy, Director of Research, HAHN Investment Stewards & Company Inc.;

Ken McCord, President, AlphaPro Management Inc.


• How successful are these funds – judging performance in this relatively new arena
• Are Active ETFs tax efficient?
• The potential risks of ‘front running’
• Forthcoming products and the future of Active ETFs

8:50 – 9:35 INDEXING - PANEL DISCUSSION
Moderator: Pat Bolland,
Senior Counsel, Veritas Communications
Mike Bruno, Director, Fixed Income Research, FTSE Americas, Inc.

Konrad Sippel, Global Product Development & Sales, STOXX Limited
Stuart McKinnon, President & CEO, Pro-Financial


• What can we learn from the past – what made indexes successful and what made them fail?
• What will the indexes of tomorrow look like?
• Lifecycle and target date funds – challenges with benchmarking these products
• Are there too many indexes?

9:35 – 10:20 GLOBAL ECONOMIC UPDATE & FORECAST FOR 2011 – PANEL DISCUSSION
Moderator: Pat Bolland,
Senior Counsel, Veritas Communications
Avery Shenfeld, Managing Director and Chief Economist, CIBC World Markets;
Warren Jestin, Chief Economist, Scotia Capital

 

10:20 – 10:35 NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: CIBC Mellon
10:35 – 11:15

UNDERSTANDING LEVERAGED AND INVERSE ETFs
SPONSORED BY: Horizons Exchange Traded Funds
Jaime Purvis, Executive Vice President, Horizons Exchange Traded Funds Inc.
Introduced by: Pat Bolland,
Senior Counsel, Veritas Communications


• Understanding Return Dynamics and Rebalancing approaches
• How do these products work? Product structures and features
• What does this mean on a daily basis?
• Should they be included as part of your portfolio?

11:15 – 12:00 FIXED INCOME - PANEL DISCUSSION
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Mike Bruno, Director, Fixed Income Research, FTSE Americas, Inc.;
Greg Walker, Vice President, iSHARES,
Rob Bechard, Portfolio Manager, BMO Asset Management;
Marc André Gaudreau, Senior Vice President and Co-Head, Fixed Income, NatCan


• The various index designs and their advantages
• Trends and developments shown by users of fixed income
• Which fixed income benchmarks are the most relevant for investors in today’s environment?
• Fixed Income ETFs

12:00 – 1:00 LUNCH IN EXHIBIT HALL
Sponsored by: BMO

WORKING LUNCH SESSION
REBUILDING THE BOX: TACTICAL RISK MANAGEMENT FOR TODAY’S UNCERTAIN MARKETS
Lieutenant Colonel Jeffery E. Lay, Motivational Speaker
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Lt. Lay was a Top Gun fighter pilot, is a cancer survivor and is now working on Wall Street
His Creed: Determination, Accountability and Perseverance - to excel in every circumstance

1:00 – 1:45 RISKS ASSOCIATED WITH ETFs/ETNs/CEFs - PANEL DISCUSSION
Moderator: Pat Bolland,
Senior Counsel, Veritas Communications
Joe Keenan, Managing Director, BNY Mellon;
Oliver McMahon, Director, Head of Product Management, iShares;
Ian Merrill, Director, Head of Product Origination, Americas, Investor Solutions, Barclays Capital Inc.;
Carmela Pallotto, Partner, Tax, KPMG LLP


• How have the events of the last 2 years changed investors’ perspectives to risk management?
• The impact risk management has had on asset allocation over the past 12 months
• How can we price liquidity risk and counterparty risk as part of investment management?

1:45 – 2:45

LIQUIDITY AND TRADING EXECUTION - PANEL DISCUSSION
Moderator: Pat Bolland
, Senior Counsel, Veritas Communications
Kevin Gopaul
, Vice President and CIO, BMO ETFs;
Andrew McOrmond, Managing Director, WallachBeth Capital LLC;
Anthony Welch, Co-Owner / PM, Sarasota Capital Strategies Inc.

Greg Jones, , Managing Director, Equity Derivatives, National Bank Financial
Gary Knight, Vice President, Trading, TSX Markets


What is hidden liquidity?
How does competition help the market place?
Why is experience in ETFS so important in trading and managing money?
Agency versus principal trading.
Are there structural changes in moving your business from stocks to ETFs?

2:45 – 3:25 COMMODITIES: CANADA’S MOST VALUABLE ASSET – PANEL DISCUSSION
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Jean Michaud, Managing Director, Senior Commodity Strategist, Jefferies Asset Management, LLC;
Edward Vallar, Director of Investments, Director of Investments and Research, GM Advisory Group;
Chris Foster, CIO, Blackheath Fund Management Inc.


• China effect for Commodities
• Should Canadian Pension Plans Consider Commodities?
• What is in store for the gold market in 2011?

3:25 – 3:30 CLOSING REMARKS
Pat Bolland,
Senior Counsel, Veritas Communications

*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.

 
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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