IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa
Jun 21
Show Filter
Showing of Streams
Showing of Streams
Showing of Streams
Showing of Streams
8:00am - 8:20am 20 mins
Info
ETF University
ETF 101: How ETFs Work & How to Pick the Best ETF Every Time
  • Presenter Matt Hougan - Chairman, Inside ETFs
  • Presenter John Swolfs - CEO, Inside ETFs

Canada’s leading due diligence expert explains how ETFs work, how they trade, and how to cut through the marketing jargon and pick the best ETF every time.

8:20am - 8:30am 10 mins
Info
ETF University
ETF 201: Understanding Bond ETFs … in 10 Minutes Or Less
  • Presenter Aubrey Basdeo - Head of Fixed Income for Canada, BlackRock
  • Presenter Robert Wilson - Investment Management Associate, BlackRock Canada

ETFs are transforming bond investing, and that’s a good thing: With generationally low interest rates and razor-tight credit spreads, investors need new solutions. Inside ETFs teaches you everything you need to know to succeed as a bond ETF investor.

8:30am - 8:50am 20 mins
Info
ETF University
Graduate Seminar: Active ETFs – Why This Is the Year & How to Blend Them With Your Passive Portfolio
  • Presenter Tammy Cash - EVP & Head of Marketing, Horizons ETFs Management

Active ETFs offer investors access to some of the brightest minds at a fraction of the price. But do these ETFs work? Where do they fit in an asset allocation, and most importantly, where does the risk lie? Hear from an active ETF expert as she answers those questions and more.

9:00am - 9:05am 5 mins
Main Session
Welcome to Inside ETFs Canada, Eh!
  • Presenter John Swolfs - CEO, Inside ETFs
9:05am - 9:10am 5 mins
Main Session
Chairperson remarks
  • Presenter Alain Desbiens - Director, ETF Distribution, Quebec & Atlantic, BMO Global Asset Management
9:10am - 9:40am 30 mins
Info
Main Session
Inside ETFs Opening Keynote Address: Where to Invest for Tomorrow, Today
  • Presenter David Rosenberg - Chief Economist & Strategist, Gluskin Sheff + Associates Inc.

Investors are more nervous now than they’ve been in a decade. Does that mean trouble is on the horizon, or is the spike in volatility just a blip before markets push even higher? Hear from renowned economist and strategist David Rosenberg as he shares his outlook and explores exactly where you should be putting money to work for clients today.

9:40am - 10:20am 40 mins
Info
Main Session
The Future of ETFs in Canada: Business Leaders Panel
  • Moderator Ben Johnson - Director of Global ETF & Passive Strategies, Morningstar
  • Panelist Michael Cooke - SVP, Head of Exchange Traded Funds, Mackenzie Investments
  • Panelist Christopher Doll - VP, ETF Sales & Strategy, Invesco Canada
  • Panelist Florence Narine - Senior VP, Head of Product, AGF Investments Inc.
  • Panelist Atul Tiwari - Managing Director & Head, Vanguard Investments Canada Inc.

The Canadian ETF industry is as vibrant and innovative as any on the planet, but obstacles to adoption remain. Inside ETFs Canada invites the business leaders of the largest providers to share where the market is going, what keeps them up at night and what the next leg of ETF growth looks like in Canada.

10:20am - 11:00am 40 mins
Info
Main Session
Empowering Fresh Perspective: A Journey of Intensity, Adversity, Consistency, Leadership & Rewards
  • Presenter Martin St. Louis | #26 - Former NHL MVP & Stanley Cup Champion & Olympic Gold Medal Winner, --

Industry giant BMO Global Asset Management sits down for a fireside chat with a Canadian NHL icon to walk through his life journey and learn why an unwavering belief in empowering a fresh perspective was the key to his success … and why it can be the key to yours as well in an increasingly competitive ecosystem.

11:00am - 11:20am 20 mins
Info
Main Session
Networking Break

Location: Exhibit Hall 

11:20am - 11:50am 30 mins
Info
Main Session
Taking the Show on the Road: The Matt & Dave Keynote
  • Presenter Matt Hougan - Chairman, Inside ETFs
  • Presenter Dave Nadig - Managing Director, ETF.com

Matt Hougan and Dave Nadig’s “State of the Union Address” has become an annual tradition at Inside ETFs, the world’s largest ETF conference, which takes place in Hollywood, Florida. For the first time in more than five years, Matt and Dave—two of the most respected ETF analysts in the world—are bringing the show to Canada. Join them for what’s sure to be an illuminating look at the Canadian ETF universe and the biggest challenges facing wealth managers in the years to come.

11:50am - 12:30pm 40 mins
Info
Main Session
Adapt or Die: Managing a Bond ETF Portfolio in a New Regime
  • Moderator Elisabeth Kashner - VP & Director of ETF Research, FactSet
  • Panelist Alfred Lee - Director, Portfolio Manager, ETFs, BMO Asset Management
  • Panelist Tyler Mordy - CIO, Forstrong Global
  • Panelist Michael Reed - VP, Institutional Portfolio Manager, Franklin Templeton Fixed Income Groups
  • Panelist Don Suskind - Executive VP, ETF Strategist, PIMCO

Bond investors have enjoyed a magnificent past 30+ years, but the stage has shifted. Today, rates are rising, inflation is creeping up and investors need new approaches. Standard debt-weighted indexes won’t do. In this blockbuster panel, we’ll examine the latest innovations in ETFs and index research to uncover strategies for better returns in a rapidly changing market.

12:30pm - 12:50pm 20 mins
Info
Main Session
10 Questions in 20 Minutes: Making a ‘Fresh Perspective’ Work
  • Moderator John Swolfs - CEO, Inside ETFs
  • Presenter Steve Hawkins - President & Co-CEO, Horizons ETFs Management (Canada)

From a cubicle and an idea to a global reputation as a leading ETF innovator, Horizons ETFs has grown into the 4th-largest ETF company in Canada,  pioneering innovative concepts like leveraged and inverse ETFs, HMMJ and many more. We ask: What’s next, and how do you make a fresh perspective compete with the industry giants?

12:50pm - 2:00pm 70 mins
Info
Main Session
Networking Lunch

Location: Exhibit Hall  

2:00pm - 2:40pm 40 mins
Info
Track A
Track A: The New Emerging Markets Story: What Will Drive Growth?
  • Moderator Darnel Miller - Director ETF Capital Markets & Institutional Sales, Manulife
  • Panelist Navid Boostani - CEO, ModernAdvisor
  • Panelist Ahmed Farooq - VP, ETF Business Development, Franklin Templeton Investments Canada
  • Panelist Raina Oberoi - Executive Director, Head of Americas Regional Research, MSCI
  • Panelist Greg Taylor - Portfolio Manager, Purpose Investments

For years, emerging markets were the cheap labor pool for the rest of the world, and growth was driven by export-oriented business. But the rise of technology and an emerging consumer class have changed the game. In this new era, do more traditional approaches to emerging markets still make sense, or has the time come to change how you invest in emerging markets?

2:00pm - 2:40pm 40 mins
Info
Track B
Track B: The Hottest Topic in Smart Beta: Single Vs. Multifactor Strategies
  • Moderator Mark Carver - Executive Director, Head of Factor Index Products, Americas, MSCI
  • Panelist Wes Crill - Senior Researcher & VP, Dimensional Fund Advisors
  • Panelist John Feyerer - VP, Director of Equity Product Strategy, PowerShares by Invesco
  • Panelist Andrew Neatt - Portfolio Manager & ETF Strategist, MD Private Investment Counsel
  • Panelist Eric Shirbini - Global Research and Investment Solutions Director, ERI Scientific Beta

2017 saw smart-beta assets cross the $640 billion mark. With markets hitting new highs, advisors and institutions are increasingly turning to smart beta to boost alpha, smooth out the ride and offer clients innovative solutions to age-old problems. But what’s the best approach: Do you maximize exposure to a single optimized factor, or blend factors to achieve your goals? And if you blend factors, how do you do it? Join factor experts as they answer your toughest questions and discuss how to effectively use factor-based investment strategies.  

2:40pm - 3:00pm 20 mins
Info
Track A
Track A: When it’s Smart to Research Beta
  • Presenter Dan Lefkovitz - Index Strategist, Morningstar

Index licensing fees are rising, paradoxically at a time of downward fee pressure across the investment management industry. Traditional market exposure indexing is ripe for disruption. Meanwhile, the smart beta phenomenon has introduced enormous complexity into the passive space. In this session, we will discuss the commoditization of beta, the research challenge of smart beta, and new frontiers in indexing.

2:40pm - 3:00pm 20 mins
Info
Track B
Track B: If you think ETFs will take over the asset management industry, you are wrong
  • Presenter John Davi - Founder & CIO, Astoria Portfolio Advisors
  • Presenter Yann Furic - Portfolio Manager, Asset Allocation & Alternative Strategies, Financière des Professionnels

While there’s no denying their growth, ETFs are still far from dominating the asset management industry. ETFs serve an important role in an investor's portfolio, but there is an equally critical place for actively managed funds. Join us as we discuss why active management continues to serve a critical role, particularly given where we are in the economic cycle. Walk away with actionable investment ideas, and a better understanding of  why the blend of active and passive strategies is truly the sweet spot for investors.

3:00pm - 3:40pm 40 mins
Info
Track A
Track A: The Rainmaker: Trading Strategies for the Modern Advisor
  • Moderator Joe Rosengarten - Senior Editor, Wealth Professional
  • Panelist Camilo Gil - Executive Director, Institutional ETF Services, Global Markets, CIBC Capital Markets
  • Panelist Jin Li - VP & ETF Research Analyst, BMO Capital Markets
  • Panelist Sébastien Mc Mahon - Senior Economist & Portfolio Manager, Industrial Alliance Investment Management Inc.
  • Panelist Frederic Viger - Managing Director, Global Equity Derivatives, ETF & Options, National Bank Financial Group

The landscape of ETF trading has changed dramatically in the last year. With digitally enabled functions at our fingertips, what trading strategies can you execute to drive alpha? In this critical session, we walk you through a modern trade, including pre- and post-trade analysis, while highlighting trading strategies for years to come.

3:00pm - 3:40pm 40 mins
Info
Track B
Track B: Home Bias: Too Much, or Not Enough?
  • Moderator Pat Dunwoody - Executive Director, Canadian ETF Association
  • Panelist Ted Bader - President, SIA Wealth Management
  • Panelist Ralph Hartmann - Portfolio Manager & Co-Founder, FNB Capital Asset Management
  • Panelist Mark Raes - MD, Head of ETF Business Development, BMO Global Asset Management
  • Panelist Lukas Smart - Senior Portfolio Manager & VP, Dimensional Fund Advisors

We pride ourselves on being Canadian. We live and breathe red and white, and invest in our own soil. Are we too home biased, or not enough? In this fast-paced session, we debate and discuss the value around buying local versus global, and how to make the right choice, every time.

3:40pm - 4:00pm 20 mins
Info
Track A
Track A: The Case for Gold as a Strategic Asset Class
  • Moderator Bobby Eng - VP & Head of SPDR ETF Business Development for Canada, State Street Global Advisors
  • Presenter George Milling-Stanley - VP & Head of Gold Strategy, State Street Global Advisors

Gold has historically demonstrated it can improve risk-adjusted returns for a properly balanced portfolio. With historical low-to-negative correlation, diversification and a long track record, this asset class has offered investors mitigation against  unexpected (tail-risk) events, both macroeconomic and geopolitical. Join a leading gold expert as he offers new insights on how investors are incorporating gold into portfolios today.

3:40pm - 4:00pm 20 mins
Info
Track B
Track B: The Power of ESG: Why Responsible Investing = Alpha
  • Presenter Rosalie Vendette - ESG Practice Leader, Desjardins Group

The world is changing, technology is changing … so why aren’t we? Everybody says they want a socially responsible portfolio, but they shy away, fearing underperformance. New research, however, suggests the tide has turned. Find out how ESG can be an alpha-driver in helping you do right by your money in today’s economy.

4:00pm - 4:20pm 20 mins
Info
Main Session
Networking Break

Location: Exhibit Hall

4:20pm - 4:40pm 20 mins
Info
Main Session
A Q&A With Leading ETF Analysts
  • Moderator Dave Nadig - Managing Director, ETF.com
  • Presenter Eric Balchunas - ETF Analyst, Bloomberg Intelligence
  • Presenter Ben Johnson - Director of Global ETF & Passive Strategies, Morningstar
  • Presenter Daniel Straus - VP, ETFs & Financial Products Research, National Bank of Canada Financial Markets

Inside ETFs invites leading ETF analysts to the stage to answer the most difficult questions facing ETF investors … yours. Be sure to attend this can’t-miss session to get unbiased, insightful answers to help you better navigate the crowded ETF universe.  

4:40pm - 5:00pm 20 mins
Info
Main Session
Sourcing Income With Today’s ETF Toolkit
  • Presenter Aubrey Basdeo - Head of Fixed Income for Canada, BlackRock
  • Presenter Kurt Reiman - Chief Economic Strategist for Canada, BlackRock

The combination of unsettled equity markets, rising interest rates and global reflation means that investors face changing risks - and new opportunities -  finding income.  Join our experts to explore strategies to leverage the global opportunity set to source income and manage risk with ETFs.

5:00pm - 5:30pm 30 mins
Info
Main Session
Thematic ETFs: Finding Alpha in a Fast-Changing World
  • Presenter Michael Garcia - Managing Director of Institutional Products, Motif Capital

From AI to cannabis, these niche ETFs are a strong component in any portfolio. But are they a smart strategic play, or just a fad? Our futurist takes us through the next wave of thematic ETF investing and the impact it will have on your portfolio.

5:30pm - 7:10pm 100 mins
Info
Main Session
Bienvenue à Montréal’ Cocktail Reception

Inside ETFs Canada and Horizons ETFs welcomes you to an exclusive French inspired networking reception that will be sure to get your evening started.