Eastern Virtual Event Agenda
Please Note: The event is taking place in Eastern Time
Thursday, December 10, 2020 | |
10:15 a.m. |
Opening Remarks: Justin Warren, General Manager - Radius Financial Education Moderator's Remarks: Pat Bolland - Business Media Guru |
10:30 a.m. |
Pat Dunwoody Executive Director - Canadian ETF Association (CETFA) Update on the ETF Industry in Canada |
10:45 a.m. |
Benjamin Tal Deputy Chief Economist - CIBC World Markets Inc. Economic Update |
11:30 a.m. |
Bobby Eng Vice President, Head of SPDR ETFs Canada - State Street Global Advisors George Milling-Stanley Chief Gold Strategist - State Street Global Advisors Maxwell Gold, CFA Head of Gold Strategy - State Street Global Advisors The Rise of Gold |
12:15 p.m. |
Sponsor Networking Break
|
12:45 p.m. |
Jordan Blain Director of ETFs - Manulife Investment Management Curtis Davis, FCSI, RRC®, CFP® Senior Consultant, Tax, Retirement & Estate Planning Services - Manulife Investment Management Taxation of Canadian-listed ETFs |
1:30 p.m. |
Ahmed Farooq, CFP®, CIMA® Vice President, ETF Business Development - Franklin Templeton Investments Corp. Active ETFs for Today's Market |
2:15 p.m. |
Sponsor Showcase |
3:00 p.m. |
Pat Dunwoody Executive Director - Canadian ETF Association (CETFA) Mary Hagerman Portfolio Manager and Author - The Mary Hagerman Group at Raymond James Ltd. Sue Lemon Chief Executive Officer & Board Member - CFA Society Toronto Women in Wealth |
3:45 p.m. |
Christopher McGrath Director, ETFs, Central Ontario & Manitoba - BMO Global Asset Management Hungry For Yield? 5 ETFs Yielding over 5% |
4:30 p.m. |
Closing Remarks: Pat Bolland - Business Media Guru |
Friday, December 11, 2020 |
|
10:15 a.m. |
First Day Recap: Pat Bolland - Business Media Guru |
10:30 a.m. |
Alfred Lee Director, BMO ETFs Portfolio Manager & Investment Strategist - BMO Global Asset Management Mark Webster Director, Institutional & Advisory, Western Canada - BMO Global Asset Management Important Lessons from the Recent Market Correction |
11:15 a.m. |
Kelly MacDonald Senior Vice President, Sales Leader Central Region - Aon COVID and Cyber Security |
12:00 p.m. |
Sponsor Networking Break
|
1:00 p.m. |
Neville Joanes Chief Investment Officer - Wealthbar Andrew Kirkland President - Justwealth Ben Reeves Chief Investment Officer - Wealthsimple Robo-Advisors in 2020 |
1:45 p.m. |
Benjamin Gossack, CFA Vice President, Director & Portfolio Manager - TD Asset Management Breaking Product Paradigms: Enhancing Income, Without Sacrificing Total Return |
2:30 p.m. |
Sponsor Networking Break
|
3:00 p.m. |
Yves Rebetez Senior Executive Consultant - Credo Consulting |
3:45 p.m. |
Closing Remarks: Pat Bolland - Business Media Guru |