Tuesday, October 13, 2020

Western Virtual Event Agenda

Please Note: The event is taking place in Pacific Time

9:00 a.m.

Opening Remarks: Pat Bolland - Business Media Guru

9:10 a.m.

Official Welcome: Justin Warren, General Manager - Radius Financial Education

9:15 a.m.

Pat Dunwoody,

Executive Director, Canadian ETF Association (CETFA)

Update on the ETF Industry in Canada

9:30 a.m.

Mark Raes

Head of Product - BMO Global Asset Management

Rene Dinter

Director, ETF Distribution British Columbia - BMO Global Asset Management

BMO ETFs: Important Lessons From the Recent Market Correction

10:15 a.m.

Benjamin Tal

Deputy Chief Economist - CIBC World Markets Inc.

Economic Update

11:00 a.m.

Sponsor Showcase / Networking Break

11:30 a.m.

Jonathan d'Auvergne

Director of ETFs, Western Canada - Manulife Investment Management

Curtis Davis, FCSI, RRC, CFP

Senior Consultant, Tax, Retirement & Estate Planning Services - Manulife Investment Management

Taxation of Canadian-listed ETFs

12:15 p.m.

Bobby Eng

Vice President, Head of SPDR ETFs Canada - State Street Global Advisors

ETF Trading & Liquidity Considerations

1:00 p.m.

Networking Break

1:30 p.m.

Paul MacDonald

Chief Investment Officer and Portfolio Manager - Harvest ETFs

Healthcare Sector: Politics & Pandemic

2:15 p.m.

Ahmed Farooq, CFP, CIMA®

Vice President, ETF Business Development - Franklin Templeton Investments Corp.

The Case and Place for Active ETFs

Actively managed ETFs represent a niche but growing segment of the ETF landscape. Their popularity has grown given they can adjust to shifting market conditions while delivering the benefits of an ETF structure.
In this presentation, Ahmed Farooq, Vice President, ETF Business Development, with Franklin Templeton Canada will make the case for how active ETFs can navigate changing and uncertain markets in order to deliver targeted outcomes to investors.

3:00 p.m.

Sponsor Showcase / Networking Break

3:30 p.m.

Benjamin Gossack, CFA

Vice President, Director & Portfolio Manager - TD Asset Management

Breaking Product Paradigms: Enhancing Income, Without Sacrificing Total Return

4:15 p.m.

James Wang

Analyst - ARK Invest

Next Generation Internet

5:00 p.m.

Closing Remarks: Pat Bolland - Business Media Guru