Download Agenda (PDF)

For downloadable presentations please click on speaker highlighted in RED

Wednesday, June 22nd

7:30

CONFERENCE REGISTRATION AND BREAKFAST IN THE FOYER
Sponsored by: VANGUARD

8:00 – 8:05

WELCOMING REMARKS
Tony Sanfelice, President, Radius Financial Education

8:05 – 8:15

OPENING REMARKS
Pat Bolland, Senior Counsel, Veritas Communications

8:15 – 8:55 ETF: STATE OF THE NATIONS
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Stacey Steinberg, 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
8:55 – 9:35 INDEX INVESTING PANEL DISCUSSION
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Som Seif, President and CEO, Claymore Investments Inc.
Christopher Johnson, Senior Manager ETF Product Management Department, Vanguard;
Kevin Gopaul, Vice President & CIO, BMO ETFs

• A look under the hood
• Swap Based vs. Index Replication
• How to Choose between Competing Indexes; Cap Weight vs. Market Weight vs. Fundamental Weight
9:35 – 10:35 GLOBAL ECONOMY - FUTURE TRENDS, TODAY'S STRATEGIES
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Parag Khanna, Senior Fellow, New America Foundation
Are we becoming a world without borders? Parag Khanna, the "geopolitical whiz kid" provides a bold yet viable roadmap to establishing a stable economic and geopolitical order, one that incorporates governments, corporations, and non-government organizations to create a resilient global system. Parag's discussion will revolve around the political power of Asian and Arab state-capitalism, sovereign wealth funds, the growth of today's thriving cross-emerging market trade patterns, Egypt and the Arab world's revolution and the risks that poor infrastructure poses to American Competitiveness.
10:35 – 10:45 NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: BMO Exchange Traded Funds
10:45 – 11:30 ADVANCED ETF STRATEGIES – PANEL DISCUSSION
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Mark Yamada, President & CEO, PUR Investing
Jaime Purvis, Executive Vice President, Horizons Exchange Traded Funds
• Using Inverse and Active ETFs
• Plugging the Gap in a Portfolio
• Choosing the Right ETF Strategy
11:30 – 12:15

THIS SESSION IS BROUGHT TO YOU BY: Horizons ETFs and National Bank Financial Markets
COMMODITIES THROUGH ETPs
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
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

12:15 – 1:35 BUFFET LUNCH IN EXHIBIT HALL
Sponsored by: TMX | Toronto Stock Exchange | TSX Venture Exchange

WORKSHOP LUNCH SESSION
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Representatives of BMO Financial Group, Claymore Investments Inc., Horizons Exchange Traded Fund Group, iShares Funds and XTF Capital eXchange Traded Funds discuss current developments in the ETF space and what's new in their product lines:

Actively Managed ETFs: what are some of the strategies behind them?
Physical Replication vs Synthetic Replication: different approaches to targeting broad market exposure
What's new in the Commodities and Sectors spaces: new indices and specific sectors
1:35 – 2:15 TRADING EXECUTION – PANEL DISCUSSION
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Andrew McOrmond, Managing Director, WallachBeth Capital LLC

Gary Knight, Vice President of Trading, TSX Markets
Oliver McMahon
, Director, Head of Product iShares Canada, BlackRock Asset Management
Greg Jones, Managing Director, Equity Derivatives, National Bank Financial Markets

• How to get the best execution for your clients
• Dark Pools
• Liquidity Issues
• Market Orders VS. Limit Orders
2:15 – 2:55 CREATING/REDEEMING ETF SHARES: WHAT REALLY HAPPENS?
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Christopher Johnson, Senior Manager ETF Product Management Department, Vanguard
Just how are shares of an exchange-traded fund created and redeemed? We’ll walk you through the process and the decisions behind it: why, when and how shares are created and redeemed; who’s involved; whether a “basket” of securities, cash, or both are exchanged for ETF shares; and how a basket may differ from the ETF portfolio.
2:55 – 3:40 FIXED INCOME – PANEL DISCUSSION
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Greg Walker, Director, iShares Institutional Business, BlackRock Asset Management Canada Limited;
Som Seif, President and CEO, Claymore Investments Inc.;
Mark Raes
, Portfolio Manager, BMO ETFs

• Understanding ETNs
• Trading and Liquidity Constraints
• Index Construction Methodologies
• Generating Income
• Laddered ETFs
3:40 – 3:50 COFFEE BREAK IN EXHIBIT HALL
Sponsored by: Claymore ETFs
3:50 – 4:35 RISKS & REGULATORY IMPACT ON ETFs
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Oliver McMahon, Director, Head of Product iShares Canada, BlackRock Asset Management

Greg Jones, Managing Director, Equity Derivatives, National Bank Financial Markets
Brennan O’Brien, Assistant Vice President, Product Origination, Americas, Investor Solutions, Barclays Capital

• 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?
4:35 – 5:35 MORE SUCCESSFUL FINANCIAL RELATIONSHIPS
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Randy Ambrosie, President & Chief Executive Officer, Accretive Advisor
What does Great Advice look like? There is a great opportunity to elevate the Investor/Advisor relationship to its full potential in the post financial recovery environment. What is it that clients are looking for to achieve a more successful relationship with their Financial Advisors? The baby boomers’ changing set of needs will create winning and losing relationships with their Advisors; some Advisors will meet the standards and some won’t. Will you? Find out what it will take to be that Great Advisor for more successful client relationships.
5:35 – 5:40 CLOSING REMARKS
Pat Bolland,
Senior Counsel, Veritas Communications
5:40 – 7:00 RECEPTION IN EXHIBIT HALL
Sponsored by: iShares

Remember to bring your business cards!

The not-to-be-missed Reception on the evening of Wednesday, June 22nd will provide you with crucial time to interact with key players in your industry.

*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.

 
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner

 

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