| Daniel Altman, Acclaimed Economics Professor at NYU's Stern School of Business and Originator of 3D Economics
Leading the wave of important young economists who changing the way we think, Daniel Altman has created 3D Economics, a broader, clearer, and more intellectually honest economic focus. 3D Economics helps you see the markets and the world in a much different way which is Dynamic, Deductive, and Decisive. An excellent example of this is his newest book Outrageous Fortunes: The Twelve Surprising Trends That Will Reshape the Global Economy, Dr. Altman looks at deeper factors - geography, culture, government policies - to challenge conventional wisdom: he predicts China's economic supremacy will be short, undermined by its own central government's heavy-handedness and Confucian cultural influences. He examines why capitalism will grow stronger and more consistently with government oversight and redistributive policies. Altman predicts global migratory shifts that will make today's world financial centers obsolete and foresees the pitfalls of a unified European currency. He sees that the United States will continue to grow as the world’s salesmen. Altman delivers more than mere analysis or foreshadowing: this is a revelatory presentation for even the most casual observer of economics, and invaluable for reconsidering how the world makes money. Dr. Altman is director of thought leadership at Dalberg Global Development Advisors and president of North Yard Economics, a nonprofit consulting firm serving developing countries. He is the author of four books and previously wrote economics columns for The Economist, the International Herald Tribune and The New York Times, where he was one of the youngest-ever members of the editorial board. He also served as an economic advisor in the British government.
|LEADING FACULTY (by last name)|
| Randy Ambrosie, Founder and Chief Executive Officer, Accretive
Pat Bolland, Senior Counsel, Veritas Communications
Kevin Gopaul, Vice President and Chief Investment Officer, BMO ETFs
Christopher Johnson, Senior Manager ETF Product Management Department, Vanguard
Gary Knight, Vice President, Trading, TSX Markets
Randy Kraft, Partner, KPMG
Oliver McMahon, Director, Head of Product iShares Canada, BlackRock Asset Management
Andrew McOrmond, Managing Director, ETF Group, WallachBeth Capital LLC
Brennan O'Brien, Assistant Vice President, Product Origination, Americas, Investor Solutions, Barclays Capital
Nicolas Patard, Managing Director, Global Equity Derivatives, National Bank Financial Markets
Mark Raes, Portfolio Manager, BMO ETFs
Som Seif, President and CEO, Claymore Investments Inc.
Tim Simard, Managing Director, National Bank Financial Markets
Stacey Steinberg, Vice President iShares, BlackRock Asset Management Canada Limited
Greg Walker, Director, iShares Institutional Business, BlackRock Asset Management Canada Limited
Mark Yamada, President & CEO, PUR Investing Inc.
| Randy Ambrosie, Founder and Chief Executive Officer, Accretive
Prior to founding Accretive in 2009, Randy was the President of AGF Funds, a global investment management firm, where he was responsible for all aspects of AGF's retail and institutional businesses. Among his many responsibilities he led the effort to solidify and grow AGF's 26,000 Advisor relationships in Canada. During his time as President, AGF was chosen as Advisors Choice Fund Company of the Year for 2006 and 2008.
Over the last 20 years, Randy also held senior leadership positions at HSBC Securities and HSBC Brokerage USA, CIBC Wood Gundy, Merrill Lynch and Midland Walwyn.
| Pat Bolland, Senior Counsel, Veritas Communications
Pat is Senior Counsel at Veritas Communications advising on media training, crisis management and public and investor relations. Pat recently left his hosting duties at BNN; the leading source of business television programming in Canada. Pat is a Queen’s University graduate with a BPHE/BA(Mathematics). Pat worked his way up in the investment industry from floor clerk on the Toronto Stock Exchange to Vice President of Equity Trading with a firm in the top tier of the industry in Canada. Pat then moved into broadcasting and became a leading business figure in Canada on TV and radio and included a stint at CNBC in the USA before returning to his roots in Canada.
| Kevin Gopaul, Vice President and Chief Investment Officer, BMO ETFs
Kevin’s vast industry experience in Canadian, US and international indexing and enhanced indexing strategies is a key asset to the BMO ETF team. Prior to joining BMO Financial Group, Kevin served as Principal, Portfolio Manager at Barclays Global Investors Canada Ltd where he played an integral role in the overseeing the management of $11 billion in institutional equity, and ETF portfolios. In addition to his core responsibilities at BMO Financial Group, Kevin continues to be an active member of the financial services industry, serving as a member of the Standard & Poors Advisory Panel, and the Dow Jones Global Index Committee. Kevin brings with him a degree in Economics from the University of Waterloo.
| Christopher Johnson, Senior Manager ETF Product Management Department, Vanguard
Chris Johnson is a senior manager in Vanguard’s ETF Product Management Department. He leads a team dedicated to the development of Vanguard’s ETF business outside the United States, which includes new product launch implementation and sales support for Vanguard’s regional offices around the globe.
Before joining ETF Product Management, Chris spent three years on secondment to Vanguard Investments Singapore as head of institutional business for Asia ex-Japan.
Chris has been with Vanguard since March 1998 and has served in a variety of institutional relationship management roles in both U.S. and globally focused business lines. He holds a B.A. (honors) degree in Asian Studies from Colgate University and a Graduate Business Certificate in Finance from Saint Joseph’s University.
| Gary Knight, Vice President, Trading, TSX Markets
Gary Knight is Vice President of Trading at TSX Markets. Mr. Knight is responsible for trading, product development, product management, Canadian sales, international sales and business strategy.
Mr. Knight has over 20 years of experience in financial markets, portfolio management and trading.
Before joining TMX Group, Mr. Knight held the position of Institutional Equity Trader, Portfolio and Algorithmic, at Cormark Securities Inc.
Prior to Cormark Securities, Mr. Knight was a Senior Portfolio Manager with the Ontario Municipal Employees Retirement System. He managed and traded Canadian and U.S. Enhanced Index Portfolios. The notional value of assets under his management exceeded $3.0 billion.
Mr. Knight has an MBA from York University, Schulich School of Business and is a CFA charter holder.
| Randy Kraft, Partner, KPMG
Randy has been an auditor with KPMG for 25 years, working with public and private companies. A partner since 1996, he is KPMG Calgary’s Industry Leader for the Building, Construction and Real Estate practice. He has significant experience with both private and public companies where he has performed a broad range of professional advisory services such as audits, reviews, securities filings, business combinations, equity issues, initial public offerings and reverse takeover transactions.
Randy is currently a Director and Treasurer of the Canadian Home Builders’ Association – Calgary Region. He has served on the Economic Research Committee of the Canadian Home Builders’ Association and the Education Committee of the Building Owners and Managers Association of Calgary. Randy has served as Director and Treasurer for the Calgary Chapter – National Association of Industrial and Office Property Owners and has been a director of Hong Kong Canada Business Association. He served as Director in the roles of Treasurer, Vice President and President of Fort Calgary from 1998 – 2005. Randy has also previously served as a member of the Calgary Chamber of Commerce Small Business Committee.
| Oliver McMahon, Director, Head of Product iShares Canada, BlackRock Asset Management
Oliver McMahon is Head of Product for iShares Canada at BlackRock Asset Management Canada Limited, with responsibility for product research and development, managing exchange-traded funds in capital markets, product service and analytics.
Oliver’s service with the firm dates back to 1997, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009.
Prior to his current role, Oliver spent four years as a Portfolio Manager with the firm’s Canadian Equity Hedge Fund team and previously five years managing the Ascent UK quantitative equity strategies in London, England.
Oliver received his Chartered Financial Analyst charterholder designation in 2003 and holds a Bachelor of Arts (Honours) in Business Economics from the University of East London, England.
| Andrew McOrmond, Managing Director, ETF Group, WallachBeth Capital LLC
After graduating from University of Rhode Island with a BA in Communications (Class of ’95), Andrew co-founded and operated a private enterprise that launched a branded spirits product within the food service industry. With that success in hand, Andrew entered the securities industry in 1999. From 2002-2007 Andrew was Managing Director of American Stock Exchange member firm Progressive Securities. In 2007, Andrew acted as a General Partner of FM Brokerage LLC until joining WallachBeth Capital LLC in December 2008. With over a decade of experience in institutional ETF trading, Andrew has become a sought after panelist speaker. His unique perspective on trading, best execution and finding liquidity has added value to conferences for NAAIM, FA Symposium and the 2010 Inside ETFs Conference. He has also been referenced in several publications including The Wall Street Journal, InsideETFs and SeekingAlpha. Andrew holds FINRA Series 7, 63 and 55.
| Brennan O'Brien, Assistant Vice President, Product Origination, Americas, Investor Solutions, Barclays Capital
Brennan O'Brien is an Assistant Vice President and member of the Product Origination team in Investor Solutions at Barclays Capital. Based in New York, Mr. O'Brien joined Barclays Capital in 2008. He works on global product development, specifically focused on retail structured investments and exchange traded notes (ETNs). In this role, Mr. O'Brien works with Sales, Trading and Structuring to create new structured investments for clients. He is also involved in the development of new issuance platforms and vehicles.
He holds a Bachelor of Science in Business Administration with concentrations in Finance and Accounting from the University of Richmond.
| Nicolas Patard, Managing Director, Global Equity Derivatives, National Bank Financial Markets
Nicolas is Co-Head of Sales for the Global Equity Derivatives group. The team is involved in creating, marketing and implementing structured solutions for Institutional, High Net Worth and Retail Channel clients. It is the #1 market maker and structurer of ETFs in Canada and was recently awarded the “House of the Year – Canada” prize for 2010 by Structured Products magazine.
Nicolas has 13 years experience in marketing derivatives. He joined National Bank in 2000 as marketer and structurer for North American structured products. Prior to joining National Bank, Nicolas worked for Bankers Trust / Deutsche Bank in their Montreal Office. He graduated from McGill University with a Bachelor in Commerce and holds a Masters of Science in Finance degree from HEC.
| Mark Raes, Portfolio Manager, BMO ETFs
Mark is the manager of fixed income portfolios, assists with currency hedging and equity portfolios, and serves as an operational specialist to the BMO ETF team. He has spent more than two-thirds of his 13-year career in the financial services industry working with Exchange Traded Funds. His past work has involved overseeing performance measurement at Mackenzie Financial and fund operations for BGI Canada at Investor's Bank & Trust. He holds a BBA in Finance from Wilfrid Laurier University, an MBA from York University, and is a CFA charter holder.
| Som Seif, President and CEO, Claymore Investments Inc.
Som started Claymore Investments, Inc. in Canada in January 2005 and leads the implementation of the company’s business development and corporate strategies. Prior to joining Claymore, Som was an investment banker with RBC Capital Markets, where he worked since 1999. Som played a key role in developing the structured products group at RBC Capital Markets in both Canada and the U.S., where he structured and raised capital for both Canadian and U.S. asset managers. Som is a Chartered Financial Analyst and has a Bachelor of Applied Science with an emphasis on Industrial and Systems Engineering from the University of Toronto. Som is currently a member for of the Art Gallery of Ontario Corporate Advisory Committee, the Sunnybrook Hospital Cancer Research Foundation Odette Cancer Campaign Cabinet and University of Toronto Engineering Alumni Association Biz Skule™ Committee.
| Tim Simard, Managing Director, National Bank Financial Markets
Mr. Simard joined National Bank of Canada in November 2005 as a Managing Director, and now heads NBC Commodities, the Bank’s energy and metals risk management client coverage and strategic trading business unit. NBC Commodities is a leading provider of risk management instruments to members of the North American energy sector including producers, industrial consumers, utilities and investors. In addition, NBC Commodities plays a key role in the management of the commodity exposures underlying the suite of Horizons Beta Pro commodity exchange-traded funds. The trading activity undertaken to manage clients’ positions and the ETF flows make National Bank the largest trader of financial energy instruments amongst the Canadian banks.
Mr. Simard has been involved in the energy risk management business in Canada for 25 years through prior positions with Burns Fry and Bankers Trust, and as a founding principal of RiskAdvisory, a boutique risk management consulting firm that worked with over 200 energy clients across North America. At National Bank he is also responsible for drafting the daily morning energy commentary which is distributed to over 1,500 clients across North America.
| Stacey Steinberg, Vice President iShares, BlackRock Asset Management Canada Limited
Stacey Steinberg is the Business Development Officer at BlackRock Asset Management and she supports the promotion and growth of the exchange traded products business, including iShares®, through the investment advisory community with a primary focus on Western Canada. Stacey also works with regional and national brokerage head offices in Western Canada.
Stacey has over 11 years of investment management experience including roles as a MFDA and IDA investment advisor. Most recently she was the Western Regional Manager for Worldsource Wealth. Stacey earned her B.A. from the University of Calgary. She holds the CIM designation, has completed the Canadian Securities Course (CSC), Canadian Derivatives Course (CDC), the Branch Manager’s and Partner’s Directors and Officer’s Course and has successfully completed Level 1 of the CFA.
| Greg Walker, Director, iShares Institutional Business, BlackRock Asset Management Canada Limited
Greg is the Director of iShares Institutional Business at BlackRock Asset Management Canada. He is responsible for the promotion and growth of the exchange traded products business, with primary focus on institutional channels across Canada.
Prior to joining BlackRock, Greg was a Director of Institutional Fixed Income at Dundee Securities and has held various positions at Bank of Montreal including Vice President, leverage loan portfolio manager and High Yield Credit Analyst.
Greg is a Chartered Financial Analyst charter holder and holds an HBA in Economics and Financial Management from Wilfrid Laurier University. He also sits on the Board of Directors of the Buy-Side Investment Management Association (BIMA).
| Mark Yamada, President & CEO, PUR Investing Inc.
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.
As founding Managing Director and Chief Investment Officer for the high net worth division of a publicly-traded investment counsellor, he directed the development of a proprietary multi-factor investment management platform providing customized, institutional-level portfolio management to individuals and developed the first web-based investment management system using exclusively exchange-traded funds and launched the service in Canada.
As an analyst, portfolio manager and leader of investment management teams, he has broad experience in managing corporate, pension, multi-employer and individual investment portfolios in taxable, non-taxable, pooled and segregated mandates.
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 for individual investors.