Agenda 2011 Toronto

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Westin Harbour Castle
Frontenac Ballroom

Tuesday, May 10th

8:00

CONFERENCE REGISTRATION AND BREAKFAST IN THE FOYER
Sponsored by: Vanguard

9:05 – 9:10

WELCOMING REMARKS
Tony Sanfelice, President, Radius Financial Education

9:10 – 9:15

OPENING REMARKS
Pat Bolland, Senior Counsel, Veritas Communications

9:15 – 10:00 ETF: STATE OF THE NATIONS
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Trevor Cummings, Vice President iShares, BlackRock Asset Management Canada Limited
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 PANEL DISCUSSION: GLOBAL ECONOMIC UPDATE & FORECAST FOR 2012
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Warren Jestin, Chief Economist, Scotia Capital;
Benjamin Tal, Economics Department, CIBC World Markets

10:45 – 11:00 NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: National Bank Financial Markets
11:00 – 11:40 INDEX INVESTING PANEL DISCUSSION
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Som Seif, President and CEO, Claymore Investments Inc.
Oliver McMahon, Director, Head of Product iShares Canada, BlackRock Asset Management
David Blitzer, Ph.D., Managing Director and Chairman of the S&P Index Committee; S&P Indices;
Kevin Gopaul, Vice President & CIO, BMO ETFs

• What makes an index the right index for an investment
• What investors and financial advisors need to know about the indices behind ETFs
• Swap Based vs. Index Replication
11:40 – 12:40 CONCURRENT WORKSHOPS
DISCUSSIONS FROM TOP PRACTITIONERS
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Robyn Graham, Vice President Institutional Services, Horizons HAHN Investment Stewards
John DeGoey, VP, Associate Portfolio Manager, Burgeonvest Bick Securities Limited
Mark Yamada, President & CEO, PUR Investing
John C. Hood, Portfolio Manager, JC Hood Investment Counsel
• Best Practices
• Client Education
• Handling Client Reservations

ADVANCED ETF STRATEGIES
Introduced by:
Jeff Parent, Vice President & Portfolio Manager, Quadrexx Asset Management
Jaime Purvis, Executive Vice President, Horizons Exchange Traded Funds
• Using Leveraged and Inverse Products
• Is Active Management the next evolution in ETF Investing?
• Six Ways to 60: ETF Solutions for Every Investor
12:40 – 1:40 LUNCH IN EXHIBIT HALL
Sponsored by: Horizons ETFs
1:40 – 2:40 CONCURRENT WORKSHOPS
EXCHANGE TRADED PORTFOLIO CONSTRUCTION – PANEL DISCUSSION
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Ioulia Tretiakova, Director of Quantative Strategies, PUR Investing
Pat Chiefalo, Director, Derivatives & Structured Products, National Bank Financial Markets
• Understanding the creation and structure of ETPs

• Building Model Portfolios
• Top Down Analysis for Advisors: When do I Choose a Bond, a Stock, a Mutual Fund or ETP?

MILLIONS OF DOLLARS ARE UNCLAIMED FROM SECURITIES - CLASS ACTION SETTLEMENTS BY INSTITUTIONAL INVESTORS!!!
Introduced by: Jeff Parent, Vice President & Portfolio Manager, Quadrexx Asset Management
Jonathane Ricci, Barrister, Solicitor & Foreign Legal Consultant, Canada Claims Management;
Paul Battaglia, Managing Director, Canada Claims Management
It is estimated that each year millions of dollars are unclaimed from securities class action settlements.
On average less than forty percent of Investors with verified losses file claims in these settlements. Financial Institutions have a fiduciary relationship and/or contractual relationship with their clients - whether Institutional Investors or Individual Investors.

2:40 – 3:40

BEYOND OUR BORDERS – WHAT IN THE WORLD IS GOING ON!
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Alex Jurshevski, Founder, Recovery Partners;

3:40 – 3:50 COFFEE BREAK IN EXHIBIT HALL
Sponsored by: CIBC Mellon
3:50 – 4:35

ETFs: ARE THEY BEING USED EFFECTIVELY IN A PORTFOLIO – PANEL DISCUSSION
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Alfred Lee, Vice President & Investment Strategist, BMO ETFs;
David Munro, Research Analyst, DundeeWealth Private Client Research;
Pat Chiefalo, Director, Derivatives & Structured Products, National Bank Financial Markets;
Tyler Mordy, Director of Research, Horizons HAHN Investment Stewards & Company Inc.
Yves Rebetez, Exchange Traded Funds and Closed End Funds specialist

4:35 – 5:20

EVOLUTIONS AND REVOLUTIONS IN CANADA'S CAPITAL MARKETS
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Kevan Cowan, President, TSX Markets and Group Head of Equities
The capital markets in Canada and around the world have experienced dramatic changes in recent years. From the fast growth of the ETF industry, to revolutions in trading, and the waves of consolidation among exchange operators, the landscape continues to be transformed. Kevan Cowan will discuss these changes and others, and debate if these happenings are evolutionary... or perhaps revolutionary?

5:20 CLOSING REMARKS
Pat Bolland,
Senior Counsel, Veritas Communications
5:20 – 7:00 RECEPTION IN EXHIBIT HALL
Sponsored by: iShares

Wednesday, May 11th

7:30

BREAKFAST IN EXHIBIT HALL
S
ponsored by: Claymore ETFs

7:55 – 8:00

OPENING REMARKS
Pat Bolland
, Senior Counsel, Veritas Communications

8:00 – 8:45 RISKS & REGULATORY IMPACT ON ETPs
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Margaret Gunawan, Head of Legal, Chief Compliance Officer, BlackRock Asset Management Canada;

James Loewen, Partner, National Director, Canadian Asset Management Practice, KPMG LLP
Ian Merrill, Director, Head of Origination, Americas, Investor Solutions, Barclays Capital
Steve Cook, COO Global ETF Services Business, BNY Mellon Asset Servicing

• Is the industry setting proper expectations?
• Does your ETF or ETN have counterparty risk?
• Are there hidden fees?
• Protecting Yourself from Fund Closures
• Can ETFs Blow Up?
8:45 – 9:40 TRADING EXECUTION – PANEL DISCUSSION
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Andrew McOrmond, Managing Director, WallachBeth Capital LLC;
Brandon Clark, Vanguard;
Gary Knight, Vice President of Trading, TSX Markets;
Greg Jones, Managing Director, Equity Derivatives, National Bank Financial Markets;
Oliver McMahon, Director, Head of Product iShares Canada, BlackRock Asset Management

• How to get the best execution for your clients
• Dark Pools
• Liquidity Issues
• Market Orders VS. Limit Orders
9:40 – 10:25 FIXED INCOME
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Trevor Cummings, Vice President iShares, BlackRock Asset Management Canada Limited
Som Seif, President and CEO, Claymore Investments Inc.
.;
Mark Raes, Portfolio Manager, BMO ETFs
Brennan O’Brien, Assistant Vice President, Product Origination, Americas, Investor Solutions, Barclays Capital

• Understanding ETNs
• Trading and Liquidity Constraints
• Index Construction Methodologies
• Generating Income
• Laddered ETFs
10:25 – 10:35 NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: TMX | Toronto Stock Exchange | TSX Venture Exchange
10:35 – 11:15

WHAT'S IN YOUR ETP?
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Howard J. Atkinson, President, Horizons Exchange Traded Funds

• Structures Matter
• Advantages of Each Type
• What Advisors Need to Know

11:15 – 12:00 ANALYZING GLOBAL DEVELOPMENTS FOR INVESTORS
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Jonathan Lemco, Ph.D., Principal and Senior Analyst, Vanguard

Emerging markets have demonstrated extraordinary fiscal and economic performance in the last few years. In a number of ways, they have outshone the performance of developed countries. Although we expect some headwinds—and inflation risk in particular— we believe emerging-market countries should continue to do well.
12:00 – 1:00 LUNCH IN EXHIBIT HALL
Sponsored by: BMO Exchange Traded Funds
1:00 – 1:45 COMMODITIES THROUGH ETPs
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Jeffrey Logan, Vice President and Director, Claymore Investments Inc.
Tim Simard, Managing Director, National Bank Financial Markets

• Can you access Spot Pricing
• Understanding Contango, Backwardation and Roll Yield
• Choosing the right Strategy for your Clients needs
1:45 – 2:45

KEYNOTE: RICHARD JACKSON, DIRECTOR & SENIOR FELLOW, CSIS GLOBAL AGING INITIATIVE
HOW GLOBAL AGING WILL RESHAPE THE ECONOMY AND FINANCIAL MARKETS
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Richard Jackson, senior fellow at the Center for Strategic and International Studies, will explore the economic and financial market implications of the coming global age wave, which promises to affect everything from fiscal balances and business psychology to savings, investment, productivity, and the direction of global capital flows.

2:45 – 3:45 BEYOND FRIENDS AND FANS: DOING BUSINESS ON THE SOCIAL WEB
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Neil Bearse, Manager Web-based Marketing, Queen's School of Business
Millions of Canadians engage in conversations online, using social media platforms to discuss and recommend products and services. This session will go beyond the basics, showing how to use the social web to build brand and achieve business objectives
3:45 – 3:50 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