Download Agenda (PDF)

For downloadable presentations please
click on title or speaker highlighted in RED

Monday, October 24th

7:30

CONFERENCE REGISTRATION AND BREAKFAST IN THE FOYER
Brought to you by: XTF CAPITAL

8:00 – 8:05

WELCOMING REMARKS
Judy Street, Vice President, Radius Financial Education

8:05 – 8:10

OPENING REMARKS
Pat Bolland, Senior Counsel, Veritas Communications

8:10 – 8:25 ETFs IN CANADA
Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange
8:25 – 9:10 ETF: STATE OF THE NATIONS (English - Français)
Elisabeth Prefontaine, Vice President, Business Development Officer in Quebec, 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
9:10 – 9:50 FIXED INCOME – PANEL DISCUSSION
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Greg Walker, Director, iShares Institutional Business, BlackRock Asset Management Canada Limited
Mark Raes, Portfolio Manager, BMO ETFs
Michael Cooke, Head of Distribution, PowerShares Canada

• Trading and liquidity constraints
• Index construction methodologies
• Generating income
• Laddered ETFs

9:50 – 10:30 THE FUTURE OF ETFS: BEYOND TRADITIONAL INDEXING
Barry Gordon, President and Chief Executive Officer, First Asset Capital Corporation

• Where do financial advisors fit in the future of ETFs?

• How are ETFs matching the growing income needs of your clients at low costs?

What are the emerging trends and patterns in ETFs?

 

10:30 – 10:45

NETWORKING BREAK IN EXHIBIT HALL
Brought to you by:
NATIONAL BANK FINANCIAL MARKETS

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
Rohit Mehta, Senior Vice President, Sales & Marketing, XTF Capital

• Using inverse and active ETFs
• Plugging the gap in a portfolio
• Choosing the right ETF strategy

11:30 – 12:30 TMX | Toronto Stock Exchange | TSX Venture Exchange - ETF PRODUCT WORKSHOP
Moderated by: Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange

Representatives of BMO Financial Group, Claymore Investments Inc., Horizons Exchange Traded Fund Group, iShares Funds, PowerShares and XTF Capital discuss what's new in their product lines:

Various ways to get exposure to bonds
Different approaches to targeting small-cap and large-cap broad markets
How to benefit from strategies such as covered call writing and spreads
What's new in the sectors space

12:30 – 1:05 BUFFET LUNCH IN EXHIBIT HALL
Brought to you by: TMX | Toronto Stock Exchange | TSX Venture Exchange
1:05 – 1:25 DESSERT AND LIVE TRADE DEMO WITH ANDREW MCORMOND, MANAGING DIRECTOR, WALLACHBETH CAPITAL LLC
THIS NOT TO BE MISSED LIVE TRADING DEMO WILL SHOW YOU:

Why you should never put in a Market Order
How bulk orders are bid on and executed
Trading tips for success

1:25 – 2:10 TRADING EXECUTION – PANEL DISCUSSION
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Oliver McMahon, Director, Head of Product iShares Canada, BlackRock Asset Management
Gary Knight, Vice President, Trading, TSX Markets
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

2:10 – 2:55

INDEX METHODOLOGY PANEL DISCUSSION
Moderated by: Pat Bolland, Senior Counsel, Veritas Communications
Kevin Gopaul, Vice President & CIO, BMO ETFs;
Michael Cooke, Head of Distribution, PowerShares Canada;
Som Seif, President and CEO, Claymore Investments Inc.

Sandip Bhagat, Head of Equities, Vanguard
• A look under the hood at indexing
• How to choose between competing indexes; cap weight vs. market weight vs. fundamental weight

2:55 – 3:10

NETWORKING BREAK IN EXHIBIT HALL
Brought to you by:
CLAYMORE INVESTMENTS INC.

3:10 – 3:55 RISKS & REGULATORY IMPACT ON ETFs
Oliver McMahon, Director, Head of Product iShares Canada, BlackRock Asset Management
Jaime Purvis, Executive Vice President, Horizons Exchange Traded Funds
Philippe Grubert, Audit Partner, KPMG

• 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?

3:55 – 4:35

KEYNOTE: ALEX JURSHEVSKI, FOUNDER, RECOVERY PARTNERS
BEYOND OUR BORDERS – WHAT IN THE WORLD IS GOING ON!
• Sovereign debt management overview

The Year Ahead:
- US
- Europe
-
China
US Monetary Policy: A manageable policy re-entry Problem or a QE treadmill?
Points of Risk – the medium term outlook

4:35 CLOSING REMARKS
Pat Bolland,
Senior Counsel, Veritas Communications
4:35 – 6:00 RECEPTION IN EXHIBIT HALL
Brought to you by: iShares

Remember to bring your business cards!

The not-to-be-missed reception will provide you with crucial time to interact with key players in the 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
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