Agenda - 2021 Eastern


Eastern Virtual Event Agenda

Please Note: The event is taking place in Eastern Time

Wednesday, November 10, 2021

9:00 a.m.

Moderator's Remarks: Pat Bolland - Business Media Guru
Opening Remarks:
Justin Warren, General Manager - Radius Financial Education

9:15 a.m.

Pat Dunwoody, Executive Director
Canadian ETF Association (CETFA)
Changing the Message in Financial Services

9:30 a.m.

Chris Heakes, MFin, CFA, Director, Portfolio Manager
Laura Tase, CFA, Director, Institutional & Advisory, Ontario
BMO Global Asset Management

Low Vol Through Market Cycles: Winning by not Losing

10:15 a.m.

Benjamin Tal
Deputy Chief Economist - CIBC World Markets Inc.
Macro Economic Outlook

11:00 a.m.

Networking Break

11:15 a.m.

Jenna Dagenhart
, Program Anchor - Asset TV

Deborah Frame, CFA, MBA
President and Chief Investment Officer - Frame Global Asset Management

Kim Inglis, BCom, CIM, PFP, FCSI, CAFA,
Financial Advisor & Associate Portfolio Manager - Raymond James Ltd.
Konrad Kopacz, CIM, FCSI, CPCA, Partner & Portfolio Manager - Echelon Wealth Partners
ETF Investment Strategies - Advisor Panel

12:00 p.m.

Max Gold, Head of Gold Strategy
State Street Global Advisors
Gold Outlook and Gold ETF Trends

12:45 p.m.

Lunch / Networking Break

1:15 p.m.

Nirujan Kanagasingam, CFA, Vice President of ETF Strategy
Stephen Lingard, CFA, Senior Portfolio Manager
Nick Griffin, Founding Partner & Chief Investment Officer at Munro Partners
CI Global Asset Management
Finding Opportunities with ETFs – A Practitioners Guide

2:00 p.m.

Ahmed Farooq, Senior Vice President, Head of Retail ETF Distribution
Franklin Templeton Investment Corp.
Katie Klingensmith, Senior Vice President, Investment Specialist
Brandywine Global Investment Management, LLC.
Exploring Fixed Income and its Role as a Risk-diversifier and Source of Return

2:45 p.m.

Networking Break

3:00 p.m.

David Roode, Vice President & Director, ETF Product Strategy
Trevor Cummings, Vice President, ETF Distribution
TD Asset Management
Innovate with Intention: Stepping up your ETF Game

3:45 p.m.

Lisa Lake Langley, CEO & President
Emerge Canada
Think Canadian, Think Canadian ETFs

4:30 p.m.

Closing Remarks: Pat Bolland - Business Media Guru