Speakers

 
 
LEADING FACULTY (by last name)

Jonathan d’Auvergne, Director of ETFs, Western Canada, Manulife Investment Management

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

Rene Dinter, Director, ETF Distribution British Columbia, BMO Global Asset Management

Pat Dunwoody, Executive Director, Canadian ETF Association (CETFA)

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

Ahmed Farooq, Vice President, ETF Business Development, Franklin Templeton Investments Corp.

Ben Gossack, Vice President & Director, Lead Portfolio Manager of TGED & TUED ETFs, TD Asset Management

Paul MacDonald, Chief Investment Officer & Portfolio Manager, Harvest ETFs

Mark Raes, Head of Product, BMO Global Asset Management

Benjamin Tal, Deputy Chief Economist, CIBC World Markets Inc.

James Wang, Analyst, ARK Invest

 

 

 
 

Jonathan d’Auvergne, Director of ETFs, Western Canada, Manulife Investment Management
Based in Calgary, Jonathan is Director of ETFs for Western Canada. He spends his time building relationships, helping investors understand the evolving ETF landscape and how Manulife Investment Management ETFs can help create long-term, efficient portfolios. Advisors and clients alike benefit from his passion and experience.

 
 

Curtis Davis, Senior Consultant, Tax, Retirement & Estate Planning Services, Manulife Investment Management
Curtis joined Manulife in 2017 and has developed a solid background in tax and estate planning built on thirteen years of financial services experience. He works closely with advisors and sales teams to support the tax, retirement, and estate-planning needs of their clients. Curtis has published articles related to tax and estate-planning strategies in various industry publications.

 
 

Rene Dinter, Director, ETF Distribution British Columbia, BMO Global Asset Management
Rene works with fund managers to leverage the benefits of Exchange Traded Funds (ETFs), empowering investment professionals to differentiate their portfolios, grow their business and help investors achieve their financial goals. He brings extensive industry experience in commodities, currencies, options, portfolio construction, and tax management, combined with an in-depth knowledge of structured notes, closed-end funds, and ETFs. Rene also supports business development initiatives at BMO Mutual Funds, BMO Wealth Management and BMO Capital Markets.

 
 

Pat Dunwoody, Executive Director, Canadian ETF Association (CETFA)
Pat is also the Executive Director of the Canadian ETF Association, which was the first (and only) ETF Association in the world. She has spent over 35 years in the Financial Services industry as a client and relationship-focused executive with an in-depth background in all aspects of the industry. Some of her past roles include:

 

  • Vice President, Member Services & Communications at Investment Funds institute of Canada

  • Vice President, Business Development & Market Intelligence at IFDS

  • Vice President, Service and Quality at AIM Funds Management Inc.

  • Director of Customer Relations and Distributor Services at Fidelity Investments Canada

  • She has been an active member on many industry committees including:

  • Co-chair of the first Industry Standards Committees

  • Participation on FundSERV committees from the day it was launched and currently is a member of the FundSERV Standards Steering Committee

  • Chairing of the IFIC Conference Committee and Operations Committee

  • CCMA Committees

Pat is also actively involved in her community:

  • Board Chair, Community Living Dufferin

    • Chair of the Governance Committee

  • Board member, Prosper Canada

    • Chair of the Governance Committee

 
 

Bobby Eng, Vice President, Head of SPDR ETFs Canada, State Street Global Advisors
Bobby is a Vice President at State Street Global Advisors, Ltd and Head of SPDR ETF Business Development for Canada. Bobby is responsible for the distribution of SPDR ETFs to institutional investors throughout Canada including pension plans, endowments, foundations, insurance companies, investment consultants, asset managers and banks.
Prior to this role, Bobby was Senior Vice President and Head of Sales at First Trust Portfolios Canada responsible for overall sales and distribution.
He also spent 10 -years at Blackrock Asset Management, most recently as Director & Vice President, Head of National Accounts responsible for asset managers and brokerage senior executive relationships. Bobby was instrumental in the success of the iShares, Exchange Traded Funds business in Canada being responsible for sales and business development across Canada. Bobby also held sales and relationship management roles at Fidelity Investments and National Bank of Canada.
Bobby holds a Bachelor's degree in Finance from Concordia University and holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultant Association (IMCA).

 
 

Ahmed Farooq, Vice President, ETF Business Development, Franklin Templeton Investments Corp.
Ahmed Farooq is Vice President – ETF Business Development, responsible for directing and expanding the Franklin LibertySharesTM ETF business across major Canadian Investment Dealers and financial professionals.
Mr. Farooq has 10 years of experience in the ETF industry and 14 years in the investment industry.
Prior to joining Franklin Templeton in 2017, Mr. Farooq spent 10 years at BlackRock Canada supporting the promotion and growth of iShares ETFs. Recently, Ahmed was a senior wholesaler covering Toronto and Ottawa. Previously, he managed the internal sales team for the iShares ETFs business across Canada and lead wholesaler activities in Atlantic Canada.
Mr. Farooq earned his Bachelor of Commerce degree with a specialization in Commerce and Finance, and a major in Economics from the University of Toronto. He has completed the Certified Financial Planner (CFP) and has earned his CIMA® designation from the Investment Management Consultants Association® in conjunction with the Wharton School of Business at the University of Pennsylvania. Mr. Farooq has also completed the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), Professional Financial Planning Course (PFP), Wealth Management Techniques (WMT) and has received the designation of Financial Management Advisor (FMA).

 
 

Ben Gossack, Vice President & Director, Lead Portfolio Manager of TGED & TUED ETFs, TD Asset Management

 

Career Experience

  • Lead Manager on the TD Active Global Enhanced Dividend ETF (TGED) & TD Active U.S. Enhanced Dividend ETF (TUED)

  • Co-Manager for several North American and Global equity and balanced mandates, including the TD Balanced Growth, TD Tactical Monthly Income, TD Dividend Growth, TD North American Dividend, TD U.S. Dividend Growth, TD Global Equity Focused and TD Global Tactical Monthly Income Funds

  • Previously held Primary Analyst responsibilities for the global banking, global technology, global media and global telecom sectors

  • Started his career at TDAM as a member of the Derivatives Team where his responsibilities included portfolio management and research for derivative-based portfolios and passive strategies.

  • Prior to joining TDAM, he spent 5 years as an Engineering Analyst in the Aerospace industry

Education

  • B.ASc., University of Toronto

  • MBA, Rotman School of Management at the University of Toronto

Designations

  • CFA

 
 

Paul MacDonald, Chief Investment Officer & Portfolio Manager, Harvest ETFs
Paul serves as the Chief Investment Officer and Portfolio Manager for Harvest. Paul joined Harvest in January 2013 and has 18 years of experience in the investment business, with 15 years as portfolio manager. Paul oversees the investment team and co-covers select Healthcare and Real Estate companies globally and is the lead portfolio manager on the Harvest Healthcare Leaders Income ETF, one of Canada’s largest Healthcare ETFs. He is a frequent media guest commentator on BNN, Globe & Mail, Morningstar, and other leading industry media. Previously Paul held positions as Vice President and Portfolio Manager at a Canadian asset manager where he was responsible for the investment portfolios, including a Lipper Award winning Fund.

 
 

Mark Raes, Head of Product, BMO Global Asset Management
Mark Raes is MD, Head of Product covering ETFs, mutual funds, and pooled products at BMO Global Asset Management. Mark is responsible for product analysis, new launches, supporting distribution activities and identifying investor opportunities. Mark supports BMO ETFs globally. He previously was an ETF portfolio manager focused on fixed income and derivatives. Mark holds a HBBA from Wilfrid Laurier University, and a MBA from York University. He has also received his CFA designation.

 
 

Benjamin Tal, Deputy Chief Economist, CIBC World Markets Inc.
Mr. Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk.
Well-known for his ground-breaking published research on topics such as labour market dynamics, real estate, credit markets, international trade and business economic conditions, Mr. Tal not only contributes to the conversation but also frequently sets the agenda.
He has close to 20 years of experience in the private sector advising clients, industry leaders, corporate boards, trade associations and governments on economic and financial issues.
National and global media regularly seek him out for his insight and analysis on economic issues that impact financial markets, consumers, corporations and public policy. He is also a frequent lecturer in the economic programs of various Canadian universities.
Mr. Tal is a member of the Economic Committee of The Canadian Chamber of Commerce, The Economic Development Committee of the Toronto Board of Trade. He is also a member of board of Governors of Junior Achievement of Central Ontario, and a board member of the Toronto Financial Services Alliance.

 
 

James Wang, Analyst, ARK Invest
James joined ARK in April 2015. As an Analyst for ARK’s Next Generation Internet strategy, James focuses on AI and the next wave of the internet.
Prior to ARK, James worked for nine years at NVIDIA where he helped launch GeForce Experience, a PC gaming application with over 80 million users. He founded and edited GeForce.com, NVIDIA’s gaming portal with over 15 million visitors. He has written about the technology industry since 2000 for various magazines and publications. James graduated from the University of New South Wales with Bachelor of Engineering degree in Computer Engineering.
He has appeared on CNBC, Bloomberg, Fox Business, WSJ, CNNMoney, Barrons, Quartz, EETimes. In 2018 and 2019, James was a featured speaker at CogX, one of the largest AI events in the world.