Agenda - 2021 Western

Western Virtual Event Agenda

Please Note: The event is taking place in Pacific Time

Monday, November 1, 2021

9:00 a.m.

Opening Remarks: Justin Warren, General Manager - Radius Financial Education

Moderator's Remarks: Pat Bolland - Business Media Guru

9:15 a.m.

Pat Dunwoody, Executive Director
Canadian ETF Association (CETFA)

Changing the Message in Financial Services

9:30 a.m.

Rene Dinter, Director of ETF Distribution
Alfred Lee,
CFA, CMT, DMS, Portfolio Manager & Investment Strategist
BMO Global Asset Management

From Inflation to Stagflation – Using ETFs to Cover all your Bases

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.

David Roode, Vice President & Director, ETF Product Strategy
Greg Croezen, Vice President, ETF Distribution
TD Asset Management

Innovate with Intention: Stepping up your ETF Game

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.

Paul MacDonald, CFA, Chief Investment Officer & Portfolio Manager

Harvest ETFs

5 Harvest Income ETFs have yields over 5%

2:00 p.m.

Ahmed Farooq, Senior Vice President, Head of Retail ETF Distribution, Franklin Templeton Investments 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.

Lisa Langley, CEO & President

Emerge Canada

Think Canadian, Think Canadian ETFs

3:45 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

4:30 p.m.

Closing Remarks: Pat Bolland - Business Media Guru