Sponsors 2022

 

 

BMO Global Asset Management (GAM) is a multi-asset management business in Canada with $151B* of assets under management, on behalf of an array of clients including institutional, advisory, and retail. The business is characterized by specialized investment teams providing a range of ETF and Mutual Fund solutions, with the objective of delivering world-class investment management expertise to clients across North America. Specialties span asset classes and investment styles.
BMO GAM’s Exchange Traded Funds (“ETF”) business was launched in 2009 and quickly became the top ETF asset gatherer in Canada for the past eleven years up to 2021. Located in Toronto, the ETF team manages over $80B* in assets and both beta and smart beta strategies, and has more than 200 years of combined investment industry experience.
*As of June 30, 2022.

CI Global Asset Management (CI GAM) is one of Canada’s largest investment fund companies with more than 100 investment professionals – each with extensive expertise navigating multiple markets. CI GAM offers an unparalleled lineup of traditional, alternative and ESG strategies you want with the performance you need to achieve your unique goals. About 1.3 million Canadians trust CI to help realize their financial goals and we are proud to partner with financial advisors across Canada, who offer our funds to their clients. We believe investors are most successful when they follow a sound financial plan developed with the assistance of a qualified advisor.

 

Franklin Templeton is a global investment management organization serving clients in over 165 countries. Everything Franklin Templeton does has a single focus: to deliver better client outcomes through investment management expertise, wealth management and technology solutions. The company is made up of diverse and independent specialist investment managers that are entrepreneurial and practice true specialization. Through its specialist investment managers, the company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. The Investment teams are backed by global resources for analytics, sustainable investing capabilities, and risk management. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and over US$1.4 trillion (over CAN$1.8 trillion) in assets under management as of June 30, 2022. Franklin Templeton aims to offer the best of both worlds: global strength and boutique specialization. For more information, please visit franklintempleton.ca and connect with Franklin Templeton on Twitter, Facebook and LinkedIn, and read the Beyond Bulls & Bears blog.

Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship and the full resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. Headquartered in Toronto, our leading capabilities in public and private markets are strengthened by an investment footprint that spans 18 countries and territories. We complement these capabilities by providing access to a network of unaffiliated asset managers from around the world. We’re committed to investing responsibly across our businesses. We develop innovative global frameworks for sustainable investing, collaboratively engage with companies in our securities portfolios, and maintain a high standard of stewardship where we own and operate assets, and we believe in supporting financial well-being through our workplace retirement plans. Today, plan sponsors around the world rely on our retirement plan administration and investment expertise to help their employees plan for, save for, and live a better retirement. 

 

For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $4.14 trillion under our care.

* Pensions & Investments Research Center, as of 12/31/20.
This figure is presented as of December 31, 2021 and includes approximately $61.43 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.

 

TD Asset Management (TDAM), a member of TD Bank Group, is a leading North American investment management firm. Operating through TD Asset Management Inc. in Canada and TDAM USA Inc. in the U.S., TDAM brings new thinking to investors' most important challenges. TDAM offers investment solutions to corporations, pension funds, endowments, foundations and manages assets on behalf of almost 2 million retail investors. TDAM provides access to mutual funds with a wide variety of mandates, a range of diverse Exchange Traded Funds (ETFs) as well as alternative investments, giving clients access to one of the broadest offerings of investment solutions available in Canada. TDAM, together with our affiliate, Epoch Investment Partners, Inc. oversees more than $389.4 billion1 in assets and is the largest manager of pension fund assets in Canada2. All entities are wholly-owned subsidiaries of The Toronto-Dominion Bank.

1 Assets under management (AUM) as at December 31, 2019 for TD Asset Management Inc., TDAM USA Inc., and Epoch Investment Partners, Inc. TD Asset Management operates through TD Asset Management Inc. in Canada and through TDAM USA Inc. in the United States. All entities listed are affiliates and wholly-owned subsidiaries of The Toronto-Dominion Bank.

2 The Top 40 Money Managers (as of December 31, 2019), Benefits Canada, May 2020.

 

Emerge Canada Inc. is Canada’s first and only woman-owned investment fund firm. Our team of experts provide guidance and expertise to high-calibre emerging investment managers by serving as a resource and an advocate on all levels.

Emerge Canada stands for managerial excellence, disciplined investment processes, and a proven track record of success. We are committed to upholding our values in our relationships at every level, whether it’s with the investment managers we support, advisors we advocate for, or our valued distribution partners. Through our focus on DE&I initiatives, we take pride in supporting investment managers who tend to be the most underrepresented in the industry. From infrastructure and due diligence to product development, we provide emerging managers with a full array of go-to-market services, and we also develop investment strategies with high levels of social governance and strong sustainability practices.

The Mint is a commercial federal Crown Corporation producing circulation, numismatic and bullion coins for the domestic and international markets. Since 1908, the Royal Canadian Mint has earned a world-renowned reputation for quality, excellence and security. The Mint operates full-service gold and silver refineries with a range of services from refining to assaying and secure storage. The Royal Canadian Mint established the Canadian Gold and Silver Reserves program in order to provide an exchange-traded investment vehicle that tracks the price of gold (TSX:MNT) or silver (TSX:MNS) and makes investing directly in physical gold or silver available to institutional and retail investors. ETRs are listed on the TSX.

 

Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities, and foreign exchange around the clock on over 150 markets in numerous countries and currencies, from a single IBKR integrated investment account to clients worldwide. In Canada, we service individual investors, proprietary trading groups, fund managers, family offices, financial advisors and introducing brokers.

Since 1977, IBKR has focused on applying technology to every aspect of the trading and settlement process. Over the last 44 years, it has grown internally to become one of the premier securities firms with over $10 billion USD in equity capital. IBKR supports the technology of direct market access and our robust trading platform, Trader Workstation (TWS), supports over 60 order types, from the most basic limit order to the most complex algorithmic trading, to help you execute a wide variety of trading strategies. 

Interactive Brokers Group had won numerous awards and notably the award from Barron’s for the best online broker for consecutive years. For more information, please refer here.

Interactive Brokers Canada Inc. (IBC) is a member of IIROC and the Canadian Investor Protection Fund. Home | Interactive Brokers Canada Inc.

 

Founded in 2009, Harvest Portfolios Group Inc. is a Canadian Investment Fund Manager. At Harvest our guiding principles are premised on building wealth for our clients through the ownership of strong businesses that have the potential to grow & generate income over the long term.

Asset TV is a global video research and learning platform for investment professionals, trusted by over 500,000 financial advisors, pension funds, consultants, family offices and wealth managers across the globe for their due-diligence, validation, research and learning. Website: www.assettv.ca

Fundata offers mutual fund, ETF and stock information through a suite of highly customizable products and services for mutual fund companies, back-office, investment brokerages, financial advisors, data vendors and retail investors.

The Canadian ETF Association (CETFA) is the only ETF association in the world. We are coming up to our 10th anniversary – and we have to 17 Issuers, 19 Affiliate members and 3 Portfolio Manager members. We represent approximately 95% of Canadian ETF AUM.

Our Mandate is to support the growth, sustainability and integrity of Canada’s ETF industry. The majority of our time is spent on education – advisors, regulators, government officials and anyone else who wants to hear about ETFs.

 

Canadian ETF Watch is an independent organization which provides comprehensive market intelligence, news and fundamental research solutions strongly focused on the ETF markets. We are covering the ETF market globally and have launched the first global, high-end exchange traded funds magazine in Canada.
Canadian ETF Watch’s news stories focus intently on educating investors regarding specific offerings, current market trends, sectors, economies, and sentiment about every ETF market we track for our clients. We hope you find this information insightful, intelligent and in time to help you make the most of ETF investing. You will find a wealth of information in our archives, and can search for keywords targeting articles relevant to you. Please feel free to comment on any of these articles, our community appreciates every-one’s views, and outlooks.

BECOME A SPONSOR

When you become a sponsor of the Exchange Traded Forum 2022, your organization has an exclusive opportunity to access high-level key world leaders in ETFs, Structured Products and Closed-End Funds.

You will also have the unique opportunity to increase your exposure and visibility to a large group of targeted industry attendees. Our various sponsorship packages offer valuable benefits to showcase and market your organizations valued services.

Sponsor Levels:

Diamond • Platinum • Gold • Silver • Bronze •

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to request the Sponsorship Information Package.