Sponsors 2011 Montreal

DIAMOND SPONSOR

PLATINUM SPONSORS

 

 

Become a Sponsor

When you become a sponsor of the Exchange Traded Forum 2011, your organization has an exclusive opportunity to access high-level key world leaders in ETFs, Structured Products and Closed-End Funds.

You will also have the unique opportunity to increase your exposure and visibility to a large group of targeted industry attendees. Our various sponsorship packages offer valuable benefits to showcase and market your organizations valued services.


Sponsor Levels:

Diamond SOLD OUT
Platinum • SOLD OUT
Gold • SOLD OUT
Silver Bronze

Please email us at sponsorship@exchangetradedforum.com
to request the Sponsorship Information Package.

 

 

 

 

GOLD SPONSORS


 

 

SILVER SPONSOR

 

BRONZE SPONSOR

 

EXHIBITORS

 

COMPANY DESCRIPTIONS

BMO Exchange Traded Funds is a diversified family of ETFs that includes a broad range of domestic and global investment solutions, which cover a full array of asset classes, sectors and regions. With more than 100 years of combined experience in managing institutional indexing and retail ETF strategies, BMO's team of ETF experts scours the global marketplace for opportunities to strategically design and build a broad range of ETFs - from core broad index to precise sector and regional offerings - to meet a variety of investment needs. BMO ETFs are managed and administered by BMO Asset Management Inc., a wholly owned, indirect subsidiary of Bank of Montreal.
Established in 1817 as Bank of Montreal, BMO Financial Group is a highly diversified financial services organization. With total assets of $413 billion as of April 30, 2011, and more than 45,000 employees as of July 6, 2011, BMO provides a broad range of retail banking, wealth management and investment banking products and solutions.

"Canada Claims Management is the first of its kind in Canada. We intend to change the Class Action Lawsuit landscape by focusing our attention on increasing the number of claims made by investors and institutions.” Jonathane Ricci, JD. LLM. LLB (EQ) Managing Director, Canada Claims Management.
“We believe Canada Claims Management is the perfect partnership between Legal experience and Investment Industry knowledge to provide expertise and help Individual Investors and Institutions get more for their claims from Securities Class Action Lawsuits and Settlements." Paul Battaglia, TEP, PFP. Managing Director, Canada Claims Management.
Canada Claims Management partners to reinforces the Institutional Investor's Fiduciary Duty Obligations to Monitor Portfolios to Reclaim Funds on behalf of their Clients. Canada Claims Management helps the Institutional Investor fulfill its fiduciary duty by effectively managing claims of the Institutional Investors assets and maximizing recovery of assets on securities settlement claims.
We provide Class Action Consulting to Develop Procedures for Monitoring Litigation and Settlements in Canada and the United States.
We partner with Brokerage Firms and Investment Advisors to keep their Obligation to Monitor and Pursue Claims on behalf of their Clients.
We provide Independent Portfolio Monitoring and Claims Filing Services to claim funds from securities settlements. Canada Claims Management notifies potential class-members of the Class Action Settlement and collects and submits documentary evidence of class eligibility to participate in the settlement and disburses the settlement funds to authorized class members.
Canada Claims Management as an independent entity, monitors securities litigation according to established security's industry and legal standards. Canada Claims Management utilizes our legal and securities industry knowledge and experience (see biographies) to protect your rights and best interest.

Claymore Investments, Inc. (“Claymore”) is a Canadian leader in bringing intelligent, low cost exchange-traded funds in Canada through its family of 29 ETFs and 2 closed-end funds across broad asset classes including core equity, global sectors, fixed income and commodities with approximately $5.7 billion in assets under management as of December 31, 2010. Claymore Investments, Inc. is a wholly-owned subsidiary of Guggenheim Funds Services Group, Inc., a financial services and asset management company based in the Chicago, Illinois area and an indirect subsidiary of Guggenheim Partners, LLC, (“Guggenheim”) a global, diversified financial services firm with more than $100 billion in assets under supervision. Guggenheim, through its affiliates, provides investment management, investment advisory, insurance, investment banking, and capital markets services. The firm is headquartered in Chicago and New York with a global network of offices throughout the United States, Europe, and Asia.

Claymore Investments, Inc. est une société privée de services financiers qui offre des solutions de placement uniques aux conseillers financiers ainsi qu’aux investisseurs de détail. Elle est une pionnière dans le domaine des fonds négociés en bourse (FNB), des fonds institutionnels et des sociétés d’investissement à capital fixe, et prend souvent les devants par rapport à ses concurrents en tant que fournisseur novateur de stratégies de placement sensées. Claymore Investments, Inc., qui, en date du 31 août 2011, assurait la gestion d’environ 6,7 milliards de dollars d’actifs, est une filiale en propriété exclusive de Guggenheim Funds Services Group, Inc.., une société de services financiers et de gestion d’actifs dont le siège social se trouve dans la région de Chicago (Illinois) et une filiale en propriété indirecte de Guggenheim Partners, LLC, («Guggenheim»), une société de services financiers globale et diversifiée avec la gestion de plus que 100 milliards de dollars actifs sous supervision. Guggenheim par ces sociétés affiliées fournissent les prochaines services; de gestion de placements, de conseils de placements, d’assurances, de banques d’investissements, et de marchés capitaux. Le siège social de l’entreprise se trouve à Chicago et New York, avec un réseau de bureaux globales aux États Unis, l’Europe & et l’Asie.

 

Horizons Exchange Traded Funds ("Horizons ETFs") is a leading provider of innovative ETFs allowing investors to profit or protect in various market conditions, or to reduce their risk by hedging their existing market exposure. Horizons ETFs is the exclusive distributor of Horizons BetaPro ETFs and Horizons AlphaPro ETFs. BetaPro Management, Inc., the manager and the trustee of Horizons BetaPro ETFs, offers three types of structures: Bull+/Bear+ leveraged ETFs, Single ETFs, and Inverse ETFs. The HBP Bull+ ETFs and HBP Bear+ ETFs are designed to provide daily investment results, before fees and expenses, which correspond to double the daily performance, or double the inverse daily performance, respectively, of their specified underlying index or benchmark. The HBP Inverse ETFs are designed to provide daily investment results, before fees and expenses, which correspond to one times the inverse of their specified underlying index or benchmark. The HBP Single ETFs are designed to provide investment results, before fees, expenses, distributions, brokerage commissions, and other transaction costs, that endeavor to correspond to the performance of its specified underlying index. BetaPro is a subsidiary of Jovian Capital Corporation and manages approximately $2.3 billion amongst 49 ETFs as of March 31, 2011. AlphaPro Management, Inc., the manager and the trustee of the Horizons AlphaPro ETFs, is Canada's sole provider of actively managed ETFs. AlphaPro is a subsidiary of BetaPro Management, Inc., and manages approximately $609 million across 17* ETFs as of March 2011.
*Certain Funds currently trade on the exchange as closed-end funds and will convert to ETFs as per their prospectus.

Investment Executive is Canada's newspaper for financial advisors. IE offers insightful, hard-hitting news and analysis for financial professionals — stockbrokers, financial planners, insurance representatives, personal bankers and mutual fund salespeople. IE is read by more than 100,000 Canadian financial professionals.
Up to the minute industry news is available on www.investmentexecutive.com. You can also subscribe to our daily email service, which gives a summary of recent financial industry news.
IE is also available as a Smart Edition. You can sign up to be notified when the next issue is available at www.investmentexecutive.com
To sign up for any of our services, simply visit www.investmentexecutive.com/subscribe

In Canada, iShares funds are managed by BlackRock Asset Management Canada Limited ( "BlackRock Canada"), an indirect, wholly-owned subsidiary of BlackRock, Inc.
Together with all subsidiaries, "BlackRock" offers products that span the risk spectrum to meet clients' needs, including active, enhanced and index strategies across markets and asset classes. Products are offered in a variety of structures including separate accounts, iShares(r) ETFs and other pooled investment vehicles.
The iShares business is a global product leader in ETFs with over 410 products globally across equities, fixed income and commodities. iShares funds are bought and sold like common stocks on securities exchanges. iShares funds are attractive to many individual and institutional investors and financial intermediaries because of their relative low cost, tax efficiency and trading flexibility. Investors can purchase and sell securities through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account. The iShares customer base consists of the institutional segment of pension plans and fund managers, as well as the retail segment of financial advisors.

KPMG's Financial Services Practice consists of more than 600 experienced professionals across Canada. With access to one of the largest global industry networks we offer customized, industry-focused Audit, Tax, and Advisory services. Our Financial Services teams have the experience, technical skills and industry focus to help clients address and overcome sector-specific business challenges. We help to clarify the issues and enhance competitive advantage.
Our Financial Services practice comprises four areas of focus:
• Banking & Finance
• Asset Management
• Insurance
• Investment Dealers
KPMG’s dedicated and results oriented approach can see you through your toughest business challenges. With our dynamic portfolio, we can help our clients realize their potential.

Founded in 1859, National Bank of Canada is an integrated group that provides comprehensive financial services to consumers, small and medium-sized enterprises and large corporations in its core market, while offering specialized services to its clients elsewhere in the world. National Bank offers a full array of banking services, including retail, corporate and investment banking. It is an active player on international capital markets and, through its subsidiaries, is involved in securities brokerage, insurance and wealth management as well as mutual fund and retirement plan management. National Bank has over $152 billion in assets and, together with its subsidiaries, employs 18,407 people.
The Financial Markets division of National Bank of Canada has a substantial presence in all regions of Canada as well as operations in the United States and Europe. To meet its clients' diverse needs, National Bank Financial Markets offer a wide range of products and services that provide access to leading North American equities, fixed income, commodities, foreign exchange and derivatives markets. With multi-currency electronic execution, clients enjoy timely settlement and clearing. Some of Canada's best research capabilities underpin it all. From securities finance to derivatives and capital introduction, National Bank Financial Markets help clients uncover prospects to fuel their growth.

PowerShares, brought to you by Invesco, is Leading the Intelligent ETF Revolution™. In Canada, you can access the PowerShares Advantage through PowerShares TSX-listed ETFs and the PowerShares® Funds, which pair PowerShares innovative ETFs with another benefit-rich vehicle, the mutual fund. Whether you’re looking for broad market exposure, specialized investment strategies or access to niche markets, PowerShares products represent an intelligent option for your portfolio.
With a history of three decades supporting Canadians, Invesco operates in Canada under the Trimark, Invesco and PowerShares product brands. Invesco Ltd. is a leading independent global investment manager, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our retail, institutional and high-net-worth clients around the world. Operating in more than 20 countries, the company is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.ca.

TMX Group owns and operates Toronto Stock Exchange and TSX Venture Exchange. Toronto Stock Exchange, established in 1852, provides senior issuers with efficient access to public equity, liquidity for existing and new investors, and the prestige and market exposure associated with being listed on a world-class market. Toronto Stock Exchange is Canada’s senior equities market, providing domestic and international investors with access to the Canadian marketplace. Issuers list a variety of securities on Toronto Stock Exchange, including conventional securities and equity-related products, including exchange-traded funds, income trusts and investment funds. Serving the public venture capital market, TSX Venture Exchange provides access to growth capital for early stage companies while offering investors a well-regulated market for making venture investments. TSX Venture Exchange is Canada’s junior listings market, providing companies at the early stages of growth the opportunity to raise capital. TSX Venture offers an excellent venue for growth, while offering investors a well-regulated market for investing.

Groupe TMX possède et exploite la Bourse de Toronto et la Bourse de croissance TSX. Fondée en 1852, la Bourse de Toronto offre aux émetteurs à grande capitalisation un accès efficace au marché des capitaux publics et des liquidités pour les investisseurs actuels et nouveaux. Elle leur permet également de bénéficier du prestige et de la visibilité sur le marché que leur offre leur inscription à une Bourse de classe mondiale. La Bourse de Toronto est le marché canadien des titres à grande capitalisation. Elle permet aux investisseurs locaux et internationaux d’avoir accès au marché boursier canadien. Une vaste sélection de titres sont inscrits par les émetteurs à la Bourse de Toronto, y compris des titres traditionnels et des produits liés aux actions comme les fonds indiciels négociables en Bourse, les fiducies de revenu et les fonds de placement. Au service du marché du capital de risque public, la Bourse de croissance TSX offre aux sociétés en phase de démarrage un accès au capital, en plus d'offrir aux investisseurs un marché supervisé pour faire des investissements dans des sociétés en croissance.

Since establishing the first index mutual fund for individual investors in 1976, Vanguard has become one of the world’s largest investment management companies. With more than US$1.6 trillion in assets under management, including US$148.2 billion in ETFs, we have the scale to help in our goal of keeping costs as low as possible for long-term investors. In fact, we maintained or lowered our average annual expense ratio 29 times in our first 35 years, from 0.89% in 1975 to 0.21% in 2010.
Our index-tracking portfolios are managed in-house. Our team of more than 100 professionals has developed and refined a process that seeks low long-term tracking error within strictly defined risk guidelines. Our active offerings employ 26 of the world’s leading institutional investment advisors with stringent and independent oversight. Vanguard offers 160 funds to U.S. investors and more than 50 more in non-U.S. markets.

XTF Capital - the neXt dimension of eXchange Traded Funds
Brought to you by First Asset, XTF Capital’s eXchange Traded Funds (“XTFs”) offer investment strategies that strive to deliver superior risk adjusted returns on a cost effective basis. XTF Capital is delivering the neXt dimension of eXchange Traded Funds – solutions driven by the needs of today’s investors, not yesterday’s. Developed primarily for advisors and individuals, XTF Capital seeks to assist investors in the increasingly complex task of constructing portfolios that meet their needs, while delivering transparency, liquidity and value. We believe that exchange traded funds are an essential tool in the construction of modern portfolios along with individual stocks and bonds, mutual funds and closed-end funds.
In launching XTF Capital and its family of XTFs, First Asset is continuing its long history of providing better risk adjusted solutions to Canadian investors. First Asset is a well-respected investment management company which offers a unique variety of innovative, tax-efficient investment solutions including TSX-listed funds and mutual funds. First Asset, founded in 1996, is one of the largest managers of TSX-listed investment funds in Canada with over $2.5 billion under management and administration.

 

Interactive Brokers Successful traders and investors understand that superior technology and lower trading costs can result in greater returns. For 31 years we have been building direct access trading technology that delivers real advantages to professionals worldwide. With consolidated equity capital that exceeds US $3.5 billion, IB and its affiliates process in excess of 700,000 trades per day. In addition, our prudent and conservative risk policies make Interactive Brokers a safe haven for your money. Discover some of the reasons why IB is the professional traders' and investors' choice. IB offers direct access to stocks, options, futures, forex, bonds and funds on over 70 market destinations in 17 countries from a single screen. The IB SmartRoutingSM is designed to search for the best price available at the time of your order, and unlike other routers, dynamically routes and re-route all or parts of your order to achieve optimal execution. IB’s real-time margin system continuously enforces limits for each account, and provides real-time monitoring and risk tools to manage risk. Market-maker designed Trader Workstation (TWS) optimizes your trading speed with a single multi-product spreadsheet interface offering real-time streaming quotes and quick click order entry. Member IIROC / CIPF.

 
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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