Agenda

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

  • Go to the "Networking" tab to be randomly paired with another participant; spend 3 minutes sharing ideas and getting to know each other

  • Go to the "Expo" tab and browse around our virtual sponsor area; check out our sponsor booths

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%
Join Chris McGrath, Director, BMO ETFs for this short session to hear our 5 picks over 5% for advisors who are looking for ideas to enhance the level of yield in their portfolios.

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

  • Go to the "Networking" tab to be randomly paired with another participant; spend 3 minutes sharing ideas and getting to know each other

  • Go to the "Expo" tab and browse around our virtual sponsor area; check out our sponsor booths

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

  • Go to the "Networking" tab to be randomly paired with another participant; spend 3 minutes sharing ideas and getting to know each other

  • Go to the "Expo" tab and browse around our virtual sponsor area; check out our sponsor booths

3:00 p.m.

Yves Rebetez

Senior Executive Consultant - Credo Consulting

2020 Research on the ETF Industry

3:45 p.m.

Closing Remarks: Pat Bolland - Business Media Guru

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