Speakers 2011 Montreal

LEADING FACULTY (by last name)

Sandip Bhagat, Head of Equities, Vanguard
Pat Bolland, Senior Counsel, Veritas Communications
Michael Cooke, Head of Distribution, PowerShares Canada
Kevin Gopaul, Vice President and Chief Investment Officer, BMO ETFs
Barry Gordon, President and Chief Executive Officer, First Asset Capital Corporation
Philippe Grubert, Audit Partner, KPMG
Greg Jones, Managing Director, Equity Derivatives, National Bank Financial Markets
Alex Jurshevski, Founder, Recovery Partners
Gary Knight, Vice President, Trading, TSX Markets
Oliver McMahon, Director, Head of Product iShares Canada, BlackRock Asset Management -
Directeur Responsable de la gestion des produits, iShares Canada BlackRock Asset Management Canada Limited
Andrew McOrmond, Managing Director/ETF Trading, WallachBeth Capital LLC
Rohit Mehta, Senior Vice President, Sales & Marketing, XTF Capital
Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange
Elisabeth Prefontaine, Vice President, Business Development Officer in Quebec, BlackRock Asset Management Canada Limited
Jaime Purvis, Executive Vice President, Horizons Exchange Traded Funds
Mark Raes, Portfolio Manager, BMO ETFs
Som Seif, President and CEO, Claymore Investments Inc.
Greg Walker
, Director, iShares Institutional Business, BlackRock Asset Management Canada Limited;
Directeur, Services institutionnels des fonds iShares BlackRock Asset Management Canada Limited

Mark Yamada
, President & CEO, PUR Investing Inc.
Sandip Bhagat, Head of Equities, Vanguard
Sandip A. Bhagat is a principal at Vanguard and head of equities. Mr. Bhagat has direct oversight responsibility for all passive and active equity portfolios and alternatives strategies managed by Vanguard Quantitative Equity Group. He has more than 20 years of experience in investment management, in the areas of quantitative equity, asset allocation, alternatives, currencies, and derivatives. Before joining Vanguard in 2009, Mr. Bhagat was head of global asset allocation and systematic strategies at Morgan Stanley Investment Management from 2004 to 2008. Before that, he was managing director at Citigroup Asset Management. He began his career in 1987 at Travelers Investment Management Company, and eventually became Chief Investment Officer. Mr. Bhagat, a CFA® charterholder, earned his B.S. in chemical engineering from the University of Bombay, and an M.S. in chemical engineering and M.B.A. from the University of Connecticut.
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.
Michael Cooke, Head of Distribution, PowerShares Canada
In this role, Michael integrates PowerShares exchange traded products into the Canadian retail and institutional markets. He works with both internal and external clients to complement Invesco’s existing business and bring the best of Invesco PowerShares global expertise to Canadian investment professionals and their clients.
Michael joined Invesco in 2008 after a career in derivative product marketing where he was responsible for the origination, structuring and distribution support of a broad range of products linked to a range of asset classes including fixed income, equity, commodities, managed funds and currencies. Prior to that, Michael held progressively senior sales, marketing and management positions at several global asset management firms. During his career, Michael has consulted with numerous institutional and retail clients across multiple product and business lines.
He is a graduate of Queen’s University in Political Studies and makes his home in Toronto with his wife and two children.
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.
Barry Gordon, President and Chief Executive Officer, First Asset Capital Corporation
Barry H. Gordon is the President and Chief Executive Officer of First Asset Capital Corporation and its subsidiaries First Asset Investment Management Inc., XTF Capital Corp., Criterion Investments Inc., which have combined assets under management and administration of approximately $2.6 billion. Prior to joining the organization in 1997, Barry practiced securities law at the Toronto law firm of McMillan Binch LLP (now McMillan LLP). Barry holds a Bachelor of Laws degree from the University of Toronto in Toronto, Ontario and a Bachelor of Arts (Honours) degree from Queen’s University in Kingston, Ontario, and is a member of the Law Society of Upper Canada. Barry is active in several charities, and sits on the Foundation Cabinet of Pathways to Education Canada and the board of directors of the Crescent School Foundation.
Philippe Grubert, Audit Partner, KPMG
Philippe Grubert is an audit partner and leader of KPMG’s Financial Services practice in Montreal. He has more than 16 years experience in serving public and private entities in the banking and finance sector, including banks, numerous investment dealers and investment funds and managers.
He possesses a solid experience in the investment management and fund sector, with extensive knowledge of the issues and challenges facing the market and has worked with a number of investment managers, including large pension and institutional managers, on accounting and advisory projects. His audit clients in this sector also include multi-billion-dollar pension plans.
Greg Jones, Managing Director, Equity Derivatives, National Bank Financial Markets
Greg has over 15 years in the Canadian investment industry. He joined National Bank Financial in February 2003 as a marketer of equity derivative products. Prior to joining NBF, Greg was a marketer with the Global Equity Linked Products with Merrill Lynch Canada and has also worked at BMO Nesbitt Burns. Greg holds an Honours B. Comm from the University of Windsor and is a Chartered Financial Analyst.
Alex Jurshevski, Founder, Recovery Partners
Alex is the founder of Recovery Partners and has more than 20 years of experience in investment management, M&A and advisory work. Alex was formerly a Managing Director of Bankers Trust and prior to that he was with Nomura's Investment Banking Division, a member of the European Management Committee at NIplc and Chair of the Emerging Markets Trading Committee. In the early 90's Alex was recruited to turn around the portfolio management operations for the government of New Zealand. He was a member of the Advisory Panel on Government Debt Management and the World Bank's Government Borrowers Forum. He has been involved in over US$40 billion of financial restructurings and over USD 20 Billion of primary transactions. Mr. Jurshevski has held board positions at a variety of not-for-profit, private and public companies. His language skills include English, French, and German.
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.
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.

Oliver McMahon, Directeur Responsable de la gestion des produits, iShares Canada BlackRock Asset Management Canada Limited
Oliver McMahon dirige la gestion des produits de la division iShares Canada chez BlackRock Asset Management Canada Limited et, à ce titre, il est responsable des activités de recherche et de développement des produits, de la gestion des fonds négociés en Bourse sur les marchés financiers et des services et de l'analytique des produits.
Oliver est au service de l'entreprise depuis 1997, alors qu'il est entré chez Barclays Global Investors (BGI), société qui a fusionné avec BlackRock en 2009.
Avant d'occuper son poste actuel, Oliver a été pendant quatre ans gestionnaire de portefeuille au sein de l'équipe du fonds de couverture d'actions canadiennes de la société et, il a auparavant participé pendant cinq ans à la gestion des stratégies quantitatives d'actions d'Ascent UK à Londres, en Angleterre.
Oliver a obtenu le titre d'analyste financier agréé (CFA) en 2003 et il est titulaire d'un baccalauréat ès arts en économie (avec distinction) de l'Université East London, en Angleterre.

Andrew McOrmond, Managing Director/ETF Trading, WallachBeth Capital LLC
With Andy’s leadership, the WallachBeth ETF Desk has become widely-recognized for its innovative approach to sourcing liquidity and its commitment to the highest standards of best execution within the ETF marketplace.
A graduate of the University of Rhode Island (’95, BA in Communications), Andy first cultivated a unique understanding of ETF products and the nuances of “best ex” soon after becoming a member of the American Stock Exchange in 1999. In 2002, while serving as a floor broker specializing in ETFs, Andy was elected a principal and Managing Director of Amex member firm Progressive Securities, where he was instrumental in expanding that firm’s presence serving institutional customers active within the ETF market. In December 2008, Andy joined WallachBeth Capital, where he now co-manages one of the Industry’s most respected ETF trade execution desks.
Andy’s 10+ years of experience sourcing liquidity and trading ETFs on behalf of a broad spectrum of Tier 1 “buy-side” and “sell-side” trading desks has made him a recognized thought-leader who progressively defines the highest standards of ETF “best ex” and as a consequence, Andy has become a trusted advocate for leading fund managers and RIAs.
In deference to Andy’s unique insight and ETF market knowledge, he is a sought-after key note speaker and panelist for a wide assortment of securities industry conferences. Andy appears on CNBC and has been profiled in among other publications, The Wall Street Journal, The Financial Times, “TradersMagazine,” “InsideETFs” and SeekingAlpha.
During off-market hours, Andy’s ability to successfully navigate challenging terrains is further exemplified by his snowboarding prowess and his passion for golf.
Rohit Mehta, Senior Vice President, Sales & Marketing, XTF Capital
Rohit leads the sales and marketing team at First Asset and its subsidiaries, XTF Capital and Criterion Investments. He has gained much of his industry knowledge through progressive roles in the financial industry over the last 11 years. This has provided him insight into a broad cross section of products including ETFs, TSX listed Structured Products and Mutual Funds. Rohit and his team partner with Financial Advisors across Canada to educate and deliver investment solutions to their clients. Rohit was integral in the development and launch of XTF Capital. He holds a BA (Honours) in Economics from the University of Western Ontario.
Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange
Ms. Nedovich joined Toronto Stock Exchange 15 years ago and has served in various capacities throughout her tenure. Currently, she is responsible for the implementation of the ETF & Structured Product business development strategy for Toronto Stock Exchange, including sponsored education and marketing initiatives promoting the growth of the industry. She also manages relationships with key ETF and structured product industry participants.
Prior to joining TSX, Ms. Nedovich worked as an economist with the Ontario Public Service.
Ms. Nedovich holds an MA in Political Economy from the University of Toronto and an MBA from the Rotman School of Management.
Elisabeth Prefontaine, Vice President, Business Development Officer in Quebec, BlackRock Asset Management Canada Limited
Elisabeth Prefontaine, CFA, CAIA, Vice President, is the Business Development Officer for the Quebec region.
Ms. Préfontaine has over 15 years of experience in the financial service industry.
Prior to joining iShares, Elisabeth distributed exchange traded funds and alternative investments in the Quebec investment adviser channel.
Prior to that, she worked on the sell-side of both a derivatives and a bond desk.
Ms. Préfontaine holds an MBA from l'Université du Québec à Montréal, is a CFA Charter holder and a Fellow of the Canadian Securities Institute.
Jaime Purvis, Executive Vice President, Horizons Exchange Traded Funds
As Executive Vice-President, National Accounts at Horizons Exchange Traded Funds, Jaime is responsible for developing and maintaining key relationships in the retail investor channel through the Canadian Investment Dealers, both regarding their investment advisor forces and the self-directed distribution channels. Additionally, Jaime also runs special projects, including relationships with managed asset and discretionary management programs operated by the Investment Dealers. As an educational specialist, Jaime is integral in implementing and delivering educational campaigns for Horizons ETFs, such as the acclaimed Horizons ETF University and the monthly technical webinars. Finally, Jaime is the Team Lead for Horizons BetaPro ETFs within Horizons ETFs, where he is responsible for team education and strategy implementation.
A Queen’s University graduate with an Honours degree in Political Science, Jaime has been with Horizons ETFs and predecessor firms since 1995.
Jaime represents Horizons ETFs on the Alternative Investment Management Association, the global organization for Alternative Investments operations and management, and sits on the Canadian Retail Sales Practices Committee.
Mark Raes, Portfolio Manager, BMO ETFs
Mark is a VP & Portfolio Manager with the BMO ETFs. He is the manager of fixed income portfolios, assists with derivatives and equity portfolios, and serves as an operational specialist. 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 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. In 2011, Som was recognized for his vision and leadership by Caldwell Partners International with the Top 40 Under 40 award.
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).

Greg Walker, Directeur, Services institutionnels des fonds iShares BlackRock Asset Management Canada Limited
Greg occupe le poste de directeur des services institutionnels de la division des fonds iShares chez BlackRock Asset Management Canada et, à ce titre, il est responsable de la promotion et de la croissance de la gamme de produits négociés en Bourse, auprès principalement des investisseurs institutionnels partout au Canada.
Avant d'entrer chez BlackRock, Greg était directeur, Titres à revenu fixe institutionnels à la société Valeurs mobilières Dundee. Il a également occupé divers postes à la Banque de Montréal, dont celui de vice-président - gestionnaire de portefeuille de titres d’emprunt à rendement élevé et d'analyste de titres à rendement élevé.
Greg possède le titre d'analyste financier agréé (CFA), il est titulaire d'un baccalauréat spécialisé en économie et gestion financière (avec distinction) de l'Université Wilfrid Laurier, et il est membre du conseil d'administration de la 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. 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 to individual investors.
 
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