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Jun 18
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8:00am - 8:20am 20 mins
Info
ETF University
ETFs 101: Understanding & Evaluating ETFs – Facts & Fiction/Risks & Opportunities
  • Presenter Matt Hougan - Chairman, Inside ETFs

The 2nd annual ETF University kicks off with a crash course designed to turn the ETF novice into an ETF guru. Inside ETFs Chairman Matt Hougan returns to the stage to explain how ETFs really work and where the true risks and opportunities lie. He’ll leave you with a simple framework to pick the right ETF every time.

8:20am - 8:30am 10 mins
Info
ETF University
ETFs 201: A Practical Guide to Trading ETFs … in 10 Minutes or Less

Best practices when trading ETFs have changed dramatically over the past decade, and even in the past year. In this fast-paced session, we put a leading ETF market maker in the hot seat for a rapid-fire conversation exploring how you should be trading ETFs today.

8:30am - 8:50am 20 mins
Info
ETF University
Graduate Seminar: The Evolution of Portfolio Construction Practices – The Power of Factor ETF Investing

Although factor investing can potentially deliver great returns, poor implementation can lead to unexpected outcomes. Join our expert for tips on how to use factor ETFs to generate returns, reduce risk and help achieve your investment objectives.

9:00am - 9:05am 5 mins
Main Session
Welcome to Inside ETFs Canada 2019!
  • Presenter John Swolfs - CEO, Inside ETFs
9:05am - 9:10am 5 mins
Main Session
Chairperson remarks
9:10am - 9:40am 30 mins
Info
Main Session
What Are Wealth Platforms Thinking? The Future of Wealth Distribution in Canada
  • Panelist Martin Gagnon - Executive Vice-President - Wealth Management and Co-President and Co-CEO, National Bank Financial

As big as the disruption from ETFs has been for Canadian wealth management, changes in retail wealth distribution are probably having a more profound impact on Canada’s investment landscape. We invited a few of the largest Canadian wealth groups to hear their views on Canada’s wealth industry and where it's heading.

9:40am - 10:20am 40 mins
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Main Session
Volatility, Trade Wars & Expectations for Low Growth: A Macro Outlook

With volatility on the rise, Trump’s wall creeping higher and the Canadian debt steeping deeper, what’s in Canada’s future? How are investors to navigate these global land mines? In this not-to-be-missed session, our speaker explores the global economic outlook, and the biggest market opportunities and risks in today’s challenging markets.

10:20am - 10:50am 30 mins
Info
Main Session
Morning Keynote

Stay tuned for exciting updates

10:50am - 11:20am 30 mins
Info
Main Session
Networking Break

Location: Exhibit Hall 

11:20am - 12:00pm 40 mins
Info
Main Session
Figuring Out Factors: Do They Even Matter?

There’s a lot of discussion around factors in the ETF industry, but do they even matter? This segment looks at where there may be some benefits with them or when you should stick to plain-vanilla ETFs. We gathered the smartest factor experts to provide you with real-world solutions and actionable ideas to help navigate this growing market.

12:00pm - 12:20pm 20 mins
Info
Main Session
10 Questions in 20 Minutes:

Inside ETFs’ successful “10 Questions in 20 Minutes” series is designed to deliver deep insight and thoughtful solutions to benefit any advisor. Join us as we sit down with an ETF expert to discuss one of the most critical issues facing investors today, and how empowering a fresh perspective can make all the difference.

12:20pm - 12:50pm 30 mins
Info
Main Session
The State of the ETF Union 2019: The Dawn of Mass Personalization
  • Presenter Matt Hougan - Chairman, Inside ETFs
  • Presenter Dave Nadig - Managing Director, ETF.com

ETFs fundamentally changed the nature of the asset management industry—for the better. But according to ETF legends Matt Hougan and Dave Nadig, ETFs’ dominance may be coming to an end. In this can’t-miss keynote address, Hougan and Nadig gaze into the future and examine where the next $1 trillion opportunity lies.

12:50pm - 2:00pm 70 mins
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Main Session
Luncheon Keynote Session: Get Active With Fixed Income
  • Presenter Jeffrey Sherman - Deputy CIO, DoubleLine Capital

With the stimulus from tax cuts fading and the Federal Reserve Board seeming less determined to raise rates, the path of interest rates this year is very much in question. Inside ETFs and State Street Global Advisors welcomes DoubleLine’s, Deputy CIO Jeffrey Sherman to share his outlook, what opportunities and pitfalls lie ahead and potential implications for investors in the ever-changing bond market.

2:00pm - 2:40pm 40 mins
Info
Track A
Track A: Emerging Markets: Where to Invest for the Year Ahead
  • Panelists Ryan Lewenza - SVP & Portfolio Manager, Turner Investments at Raymond James Ltd

2018 was a rough year for emerging market ETFs, with virtually every country underperforming. Surprisingly, many of the world’s largest investment managers believe this asset class is set to rebound. If so, where will the growth come from, and how do you position clients’ portfolios?

2:00pm - 2:40pm 40 mins
Info
Track B
Track B: Finding Income – How Do I Earn 5% & Still Sleep Soundly at Night?

Generating income is difficult for investors; earning 5% is considered impossible. But can it be done? And what risks will you encounter? Take a seat in this session to find out …

2:40pm - 3:20pm 40 mins
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Track A
Track A: Hottest Thematic Investment of 2019

Don’t blink—you might miss the next hot new thematic ETF!
Investors have been using these niche ETFs as a source of outperformance and diversification. What are the best new idea for 2019 and beyond? We’ll find out.

2:40pm - 3:20pm 40 mins
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Track B
Track B: Where to Hide in a Market Downturn: Smart-Beta ETFs With Downside Protection

Finding safe harbors in a market downturn is nearly impossible, but that doesn’t mean you have to go down with the ship. We gather three leading factor experts to share how smart-beta ETFs can serve as a lighthouse to guide your clients through the rough seas.

3:20pm - 3:40pm 20 mins
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Track A
Track A: ETF Spotlight Talks: TBD

Returning to the Inside ETF stage, our fast-paced ETF Spotlight Talks—some people call them “TED Talks for ETFs”—have become a staple for investors looking for cutting-edge ideas, innovative solutions and the latest in ETF investing.

3:20pm - 3:40pm 20 mins
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Track B
Track B: ETF Spotlight Talks: The Case For Gold As A Valuable Asset Class
  • Moderator Bobby Eng - VP & Head of SPDR ETF Business Development for Canada, State Street Global Advisors
  • Panelists Juan Carlos Artigas - Director, Investment Research, World Gold Council
  • Panelists George Milling-Stanley - VP, Head of Gold Strategy, State Street Global Advisors

Uncertainty in 2019 will make gold a valuable strategic asset class and the number one reason why investors shouldn't overlook it in their portfolios.  Join us for an in-depth conversation on the long term performance, how investors are incorporating it into their portfolios to improve risk adjusted returns and the outlook for gold beyond 2019.

3:40pm - 4:00pm 20 mins
Info
Track A
Track A: Peer-To-Peer: Building a Bigger Business: It’s All in the Way You Interact With Your Clients
  • Presenter Justin Castelli - CEO & Financial Advisor, RLS Wealth Management

Effective communication, transparency and value of advice are key to managing and maintaining a healthy client relationship. In this session, our expert and blogger of 'All About Your Benjamins' Justin Castelli, gives you his insights on how to build lasting relationships and attract new clients.

3:40pm - 4:00pm 20 mins
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Track B
Track B: Peer-to-Peer: Regulation Changes Affecting Your Practice, Your Portfolio & Your Clients

The ever-changing regulations and an evolving fee structure are modifying how you run your practice and interact with your clients. Join us for an in-depth conversation on KYP (know your product), CRM3 and the regulatory outlook for 2019 and beyond.

4:00pm - 4:30pm 30 mins
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Main Session
Networking Break

Location: Exhibit Hall

4:30pm - 5:10pm 40 mins
Info
Main Session
The Future of ETFs: The CEO Roundtable

It’s all the rage right now: the goliaths merging together, the race to zero accelerating and Canada’s ETF industry becoming crowded, with more providers launching ETFs. Inside ETFs invites you—the audience—to ask the biggest names in the Canadian ETF ecosystem your most pressing questions to get straight answers on the future of ETFs.

5:10pm - 5:30pm 20 mins
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Main Session
ESG Is the New Alpha: Why the Tables Have Turned on ESG Investing

The world around us is changing, technology is changing, how we invest is changing … so why aren’t we? ETFs that capture ESG principles can help investors manage downside risks and enhance returns. Find out how making ethically conscious investing decisions can generate meaningful returns for your portfolio while making a positive impact on the world.

5:30pm - 6:00pm 30 mins
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Main Session
Closing Keynote

In what has become one of the most highly anticipated sessions of the Inside ETFs conferences, we scoured the globe to find the best and the brightest minds from outside the industry to help you be a better advisor.

6:00pm - 7:40pm 100 mins
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Main Session
Bienvenue à Montréal’ Cocktail Reception

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