Sponsors 2010

DIAMOND SPONSOR

PLATINUM SPONSOR

Download Exhibit Hall Floor Plan here

 

Become a Sponsor

When you become a sponsor of the Exchange Traded Forum 2010, 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 sponsorship@exchangetradedforum.com
to request the Sponsorship Information Package.

 

GOLD SPONSOR

 

SILVER SPONSOR

 

 


 

BRONZE SPONSOR

 

 

MEDIA PARTNERS

 

 

 

 

 

COMPANY DESCRIPTIONS

iShares is the global product leader in ETFs with over 410 funds globally across equities, fixed income and commodities, which trade on 16 exchanges worldwide. The iShares funds are bought and sold like common stocks on securities exchanges. The iShares funds are attractive to many individual and institutional investors and financial intermediaries because of their relative low cost, tax efficiency and trading flexibility. Investors can purchase and sell securities through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account. The iShares customer base consists of the institutional segment of pension plans and fund managers, as well as the retail segment of financial advisors. For more information please visit iShares.ca

Established in 1817 as Bank of Montreal, BMO Financial Group is a highly-diversified North American financial services organization. With total assets of $390 billion as at April 30, 2010, and more than 36,000 employees, BMO Financial Group provides a broad range of retail banking, wealth management and investment banking products and solutions.
BMO Exchange Traded Funds 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. BMO ETFs are managed and administered by BMO Asset Management Inc., a wholly-owned, indirect subsidiary of Bank of Montreal.

CIBC Mellon Global Securities Services Company currently provides custody services to 32% of the Canadian marketplace. Our client base is comprised of approximately 1,100 relationships representing 1,000 domestic clients and nearly 100 foreign financial institutions with assets under administration of more than CAD $980 billion, as at March 31, 2010.
Our clients include Canadian pension funds, mutual funds, corporations, government, insurance companies, foreign insurance trusts, foundations and foreign financial institutions whose clients invest in Canada. We work in partnership with our clients to increase operational efficiencies, manage risk, and increase performance.
Built on the strengths and traditions of our two parent companies: Canadian Imperial Bank of Commerce (CIBC) and The Bank of New York Mellon Corporation (BNY Mellon), CIBC Mellon strives to design and deliver reliable asset servicing solutions to institutional investors operating in Canada. We first began offering asset services to institutional investors in 1996, when CIBC joined forces with Mellon Financial Corporation (Mellon) to form a 50/50 joint venture—CIBC Mellon Global Securities Services Company. On July 1, 2007, Mellon—our U.S. parent company—merged with The Bank of New York Company Inc. to form the 11th-largest financial services company in the world. As a result of this merger, BNY Mellon is now the global leader in asset servicing with more than US $22 trillion in assets under custody and administration.
For further information about CIBC Mellon, please visit
cibcmellon.com.

Horizons Exchange Traded Funds ("Horizons ETFs") is a leading provider of innovative ETFs allowing investors to profit or protect in various market conditions, or to reduce their risk by hedging their existing market exposure. Horizons ETFs is the exclusive distributor of Horizons BetaPro ETFs and Horizons AlphaPro ETFs. BetaPro Management, Inc., the manager and the trustee of Horizons BetaPro ETFs, offers three types of structures: Bull+/Bear+ leveraged ETFs, Single ETFs, and Inverse ETFs. The HBP Bull+ ETFs and HBP Bear+ ETFs are designed to provide daily investment results, before fees and expenses, which correspond to double the daily performance, or double the inverse daily performance, respectively, of their specified underlying index or benchmark. The HBP Inverse ETFs are designed to provide daily investment results, before fees and expenses, which correspond to one times the inverse of their specified underlying index or benchmark. The HBP Single ETFs are designed to provide investment results, before fees, expenses, distributions, brokerage commissions, and other transaction costs, that endeavor to correspond to the performance of its specified underlying index. BetaPro is a subsidiary of Jovian Capital Corporation and manages approximately $2.3 billion amongst 45 ETFs as of August, 2010. AlphaPro Management, Inc., the manager and the trustee of the Horizons AlphaPro ETFs, is Canada's sole provider of actively managed ETFs. AlphaPro is a subsidiary of BetaPro Management, Inc., and manages approximately $422 million across 13* ETFs as of September 2009.
*Certain Funds currently trade on the exchange as closed-end funds and will convert to ETFs as per their prospectus.

Founded in 1859, National Bank of Canada is an integrated group that provides comprehensive financial services to consumers, small and medium-sized enterprises and large corporations in its core market, while offering specialized services to its clients elsewhere in the world. National Bank offers a full array of banking services, including retail, corporate and investment banking. It is an active player on international capital markets and, through its subsidiaries, is involved in securities brokerage, insurance and wealth management as well as mutual fund and retirement plan management. National Bank has over $150 billion in assets and, together with its subsidiaries, employs 18,248 people.
The Financial Markets division of National Bank of Canada has a substantial presence in all regions of Canada as well as operations in the United States and Europe. To meet its clients' diverse needs, National Bank Financial Markets offer a wide range of products and services that provide access to leading North American equities, fixed income, commodities, foreign exchange and derivatives markets. With multi-currency electronic execution, clients enjoy timely settlement and clearing. Some of Canada's best research capabilities underpin it all. From securities finance to derivatives and capital introduction, National Bank Financial Markets help clients uncover prospects to fuel their growth.

STOXX Limited is an established and leading index specialist with a European heritage. The launch of the first STOXX® indices in 1998, including the EURO STOXX 50® index, marked the beginning of the STOXX success story, based on the neutrality and independence of STOXX. Since that time, STOXX has been at the forefront of market developments, continuously expanding its portfolio of innovative indices, and now operates on a global level, across all asset classes.
STOXX Limited is committed to delivering its high-quality, reliable and trusted index offerings to its global client base.
The indices are licensed to the world’s largest issuers of financial products, capital owners and asset managers as well as to more than 400 companies around the world, and are used not only as underlyings for financial products such as exchange-traded funds (ETFs), futures and options, and structured products, but also for risk and performance measurement.
STOXX is also the marketing agent for the indices of its shareholders Deutsche Börse AG and SIX Group AG, among them the DAX and SMI indices.
For more information, please visit www.stoxx.com

About Investor Solutions
Barclays Capital Investor Solutions is a global platform with dedicated teams in North America, Asia Pacific and UK/Europe. The team provides a global portfolio approach with client-centric solutions across multiple asset classes and is dedicated to providing a suite of customized and innovative products to a wide range of financial professionals, helping them meet their financial goals.
For further information about Barclays Capital Investor Solutions, please visit www.barx-is.com
About Barclays Capital
Barclays Capital is the investment banking division of Barclays Bank PLC. With a distinctive business model, Barclays Capital provides large corporate, government and institutional clients with a full spectrum of solutions to their strategic advisory, financing and risk management needs. Barclays Capital has offices around the world, employs over 25,000 people and has the global reach, advisory services and distribution power to meet the needs of issuers and investors worldwide.
For further information about Barclays Capital, please visit our website www.barclayscapital.com.

Toronto Stock Exchange is Canada’s senior equities market, providing domestic and international investors with access to the Canadian marketplace. Issuers list a variety of securities on Toronto Stock Exchange, including conventional securities and equity-related products, such as exchange traded funds and investment funds. Toronto Stock Exchange provides issuers with efficient access to public equity capital, investors, and the prestige and exposure associated with being listed on a world-class market.

At KPMG, we understand that the Investment Management industry has undergone sizeable growth and change in the past few years. The recent credit crisis, the rise of Gen Y, and the forces of convergence and divergence have helped to make the industry a sea of evolution and opportunity. Integrated teams of professionals from our Audit, Tax and Advisory practices are helping to provide clients with an in-depth understanding of the markets in which they operate, and offer strategies spanning the fund lifecycle from value creation to realization. We provide leading professional services within the domestic and offshore alternative investments space, including: hedge funds, venture capital funds, fund of funds, private equity funds, commodity pools, and infrastructure funds, as well as to the advisers that sponsor these investment vehicles. End to end quality service delivery is a top priority. Helping our clients achieve their business objectives is our measure of success. We welcome an opportunity to discuss how we can help you.

Investment Executive is Canada's newspaper for financial advisors. Investment Executive offers insightful, hard-hitting news and analysis for financial professionals - stockbrokers, financial planners, insurance representatives, personal bankers and mutual fund salespeople. Investment Executive is read by more than 100,000 financial professionals. Investment Executive is also the publisher of The Canadian Investment Guide, and IE’s Career Guide to the financial industry. In addition, Investment Executive and Strategic Imperatives co-host the Top Advisor Summit, a conference geared to help advisors take their business to the next level.

Alternative Asset Adviser (a3), is the first online publication that addresses the need amongst UK and European financial advisers for alternative asset product news, analysis and education.
Brought to you by the experienced editorial team at London-based Hedgemedia www.hedgemedia.com, a3 is delivered as a PDF ten times a year to over 18,000 financial advisers who have requested regular information on alternative assets and specialist funds.
a3 allows product providers of funds of hedge funds, real estate funds, venture capital trusts, ETFs, structured funds, Ucits III products and many more specialised investment vehicles a unique forum through which they can reach financial advisers and product distributors across the UK and Europe. Click here to access www.alternativeassetadviser.com

ETF Express is the ETF’s industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles. ETF Express produces a free daily newsletter covering essential news and features within the exchange traded funds industry and a series of special reports.
Click here to access www.etfexpress.com

Global Fund Wire is a dedicated news service for institutional investors and their fund managers. The content is weighted towards the traditional , long-only sector within this industry. The site includes news on updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Global Fund Wire produces a free daily newsletter covering essential news and features within the asset management industry.
Click here to access www.globalfundwire.com

HedgeCo.Net is the leading online community for qualified investors, hedge funds and service providers. For investors, HedgeCo.Net offers the premier free hedge fund database and powerful tools to search, rank and analyze potential investments. HedgeCo.Net members enjoy access to daily news, manager columns, and a comprehensive directory of service providers.
http://www.hedgeco.net

Hedge Connection has been helping managers and investors through web-based research, events and advisory work since 2005. Hedge Connection is the first and only internet- based platform that offers hedge funds direct access to a membership of "opt-in" qualified active hedge fund allocators. Investor members join for free and gain access to detailed information on hedge fund members. All members receive invitations to member's only events and partner discounts. Learn more and Join the Club at http://www.hedgeconnection.com.

As part of the top-ranked HedgeCo Network, HedgeFundEmployment.com facilitates job searches for the global alternative asset community. Our employment website is devoted exclusively to the hedge fund industry, and offers highly-targeted search tools and a user-friendly meeting place for hedge fund job seekers, hedge fund recruiters and hedge fund firms.
http://www.hedgefundemployment.com

At HedgeFundTools.com we connect hedge funds to pre-qualified service providers with a proven track record of high quality, cost effective results. As part of the HedgeCo Network, our team of project planning, sourcing and management experts draws upon a worldwide pool of talent to drive the success of your projects.
http://www.hedgefundtools.com

Hedgeweek is the hedge fund industry’s leading portal on news and topical features = including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Hedgeweek produces a free weekly and a daily newsletter covering essential news and features within the Hedge Fund industry.
Click here to access www.hedgeweek.com

Institutional Investor Journals introduces The Journal of Index Investing — a newly launched journal that brings you the latest innovations in Exchange-Traded Funds (ETFs), indexes and mutual funds, offering practical, rigorous research and analysis on products, sector allocation and investment strategies. If you are a corporate plan sponsor, pension fund, portfolio management firm, hedge fund, endowment, foundation or financial planner or advisor who wishes to optimize investment prospects, identify innovative uses for ETFs and index funds, and stay abreast of the very latest research in this market, then The Journal of Index Investing is for you. Visit: www.iijii.com for more information.

Leebug is a free, interactive social networking site for people attending conferences. It allows event participants to network before, during and after an event. The platform provides tools to make every connection a strategic one and empowers interactions that will enhance the users ability to build relationships. www.leebug.com

L Private Equity Wire is the private equity industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles. Private Eq uity WIre produces a free daily newsletter covering essential news and features within the private equity industry and a series of special reports.
Click here to access www.privateequitywire.co.uk

Property Funds World is the property fund industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series.
Click here to access www.propertyfundsworld.com

Tech Talk offers free daily reports on equity markets, sectors, commodities and Exchange Traded Funds. Reports are based on a combination of fundamental, technical and seasonal analysis.
http://www.timingthemarket.ca and http://www.equityclock.com

 
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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