Inside ETFs Canada is part of the Informa Connect 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
Showing of Streams
Showing of Streams
Showing of Streams
Showing of Streams
8:00am - 8:20am 20 mins
Info
ETF University - Location: Drummond Est
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.

8:00am - 8:50am 50 mins
Info
Breakfast Workshop 2 - Location: Drummond Ouest
Breakfast Workshop: S&P Dow Jones Indices Presents: How to Outperform by Indexing
  • Presenter Aye Soe - Managing Director, Global Research & Design, S&P Dow Jones Indices

Rules-based indices underlie passive ETFs, so the performance of an ETF is based on the construction of its index and the asset class the index measures. Contrary to myth, well-designed indices historically outperform actively managed mutual funds most of the time. This is a key reason ETFs can be such effective tools for advisors to use in portfolios. Join S&P Dow Jones Indices as they present research and analysis to make the case for topics like:

  • How and why indices tend to outperform actively managed mutual funds
  • The historical outperformance of equally weighted indices
  • How some strategy indices may be a fit or substitute for core exposures because of enhanced performance to risk ratios

8:20am - 8:30am 10 mins
Info
ETF University - Location: Drummond Est
ETFs 201: A Practical Guide to Trading ETFs … in 10 Minutes or Less
  • Moderator Tom Lydon - Co-CEO, ETFTrends.com & ETFdb.com
  • Presenter Jaime Purvis - EVP, Horizons ETFs Canada

Best practices when trading ETFs have changed dramatically over the past decade, 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 - Location: Drummond Est
Graduate Seminar: The Evolution of Portfolio Construction Practices – The Power of Factor ETF Investing
  • Presenter Ahmed Farooq - VP, ETF Business Development, Franklin Templeton Investments

Although factor investing can potentially deliver great returns, poor implementation can lead to unexpected outcomes. Join our expert to learn 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
  • Presenter Alain Desbiens - Director , ETF distribution Québec, BMO Global Asset Management
9:10am - 9:20am 10 mins
Info
Main Session
Morning Keynote: Canada Ripe for Outperformance
  • Presenter Brian Belski - Chief Investment Strategist, BMO Capital Markets

Join Brian Belski, Chief Investment Strategist for BMO Capital Markets as he shares his insight on Canadian financial market beyond 2019.

9:20am - 9:35am 15 mins
Main Session
Join BMO Global Asset Management & Inside ETFs Canada on stage to open the Toronto Stock Exchange in celebration of BMO ETF’s 10 year anniversary.
9:35am - 9:50am 15 mins
Info
Main Session
Morning Keynote: Canada Ripe for Outperformance - Continued
  • Presenter Brian Belski - Chief Investment Strategist, BMO Capital Markets

Join Brian Belski, Chief Investment Strategist for BMO Capital Markets as he shares his insight on Canadian financial market beyond 2019.

9:50am - 10:40am 50 mins
Info
Main Session
What Are Wealth Platforms Thinking? The Future of Wealth Distribution in Canada
  • Moderator Clare O'Hara - Wealth Management Reporter, The Globe and Mail
  • Panelist Chris Enright - President & Managing Director, Aligned Capital Partners
  • Panelist Martin Gagnon - Executive Vice-President - Wealth Management and Co-President and Co-CEO, National Bank Financial
  • Panelist John Kelleway - President, IA Securities
  • Panelist Richard Rousseau - EVP - Head of Wealth Management, Raymond James Ltd.
  • Panelist Dave Kelly - SVP & Head of Private Wealth Management & Financial Planning, TD Wealth

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 four of the largest Canadian wealth groups to get their views on Canada’s wealth industry and where it's heading.

10:40am - 11:00am 20 mins
Info
Main Session
Networking Break

Location: Exhibit Hall 

11:00am - 11:40am 40 mins
Info
Main Session
Volatility, Trade Wars & Expectations for Low Growth: A Macro Outlook
  • Moderator Victor Ferreira - Investing Reporter, Financial Post
  • Panelists Sri Iyer - Managing Director & Lead Portfolio Manager – Head of Systematic Strategies, Guardian Capital
  • Panelists Sébastien Mc Mahon - Senior Portfolio Manager, Diversified Funds and Economist, Industrial Alliance Investment Management Inc.
  • Panelists Tyler Mordy - President & CIO, Forstrong Global
  • Panelists Doug Peta - SVP, U.S. Investment Strategy/Global ETF Strategy, BCA Research

With volatility on the rise, Trump’s wall creeping higher and Canada’s debt getting deeper, what’s in the country’s future? How should investors 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.

11:40am - 12:20pm 40 mins
Info
Main Session
Figuring Out Factors: Do They Even Matter?
  • Moderator Ben Johnson - Director of Global ETF Research, Morningstar
  • Panelist Mark Carver - Executive Director and Global Head of Factor Index Products, MSCI
  • Panelist Alan Fustey - Portfolio Manager, ETF Strategist, Adaptive ETF
  • Panelist Chris Heakes - Director, Portfolio Manager, Exchange Traded Funds, BMO Asset Management
  • Panelist Aye Soe - Managing Director, Global Research & Design, S&P Dow Jones Indices

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.

12:20pm - 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
Info
Main Session
Luncheon Keynote Session: Get Active With Fixed Income
  • Presenter Jeffrey Sherman - Deputy CIO, DoubleLine Capital
  • Introduction Bobby Eng - VP & Head of SPDR ETF Business Development for Canada, State Street Global Advisors

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 - Location: Drummond Est
Track A: Emerging Markets: Investing for the Year Ahead
  • Moderator Joe Rosengarten - Managing Editor, WealthProfessional.ca
  • Panelist Rolf Agather - Managing Director of North America Research, FTSE Russell
  • Panelist John De Goey - Portfolio Manager, Wellington-Altus Private Wealth Inc.
  • Panelist Ahmed Farooq - VP, ETF Business Development, Franklin Templeton Investments
  • Panelist 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 - Location: Drummond Ouest
Track B: Finding Income – How to Boost Income & Still Sleep Soundly at Night?
  • Moderator Yves Rebetez - Senior Executive Consultant, CREDO Consulting
  • Panelist Kristi Ashcroft - VP, Mackenzie Investments
  • Panelist Ralph Hartmann - Portfolio Manager & Co-Founder, FNB Capital Asset Management
  • Panelist Ken MacNeal - Author & Portfolio Manager, Richardson GMP
  • Panelist Nicolas Normandeau - Portfolio Manager, Fiera Capital

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
Info
Track A - Location: Drummond Est
Track A: Hottest Thematic Investment of 2019
  • Moderator Pat Dunwoody - Executive Director, Canadian ETF Association
  • Panelist Fraser Coburn - VP, ETF Leader, BlackRock
  • Panelist Andrew Neatt, TD Wealth, Private Investment Advice
  • Panelist Francis Sabourin - Director, Wealth Managemnt, Portfolio Manager, Richardon GMP
  • Panelist Dan Waldron - SVP, ETF Strategist, First Trust

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 ideas for 2019 and beyond?

2:40pm - 3:20pm 40 mins
Info
Track B - Location: Drummond Ouest
Track B: Where to Hide in a Market Downturn: Smart-Beta ETFs With Downside Protection
  • Moderator Pierre Daillie - Managing Director, AdvisorAnalyst.com
  • Panelist Joseph Hohn - Portfolio Manager & VP, Dimensional Fund Advisors
  • Panelist Himesh Patel - Senior Investment Analyst, ETFs, Fidelity Investments
  • Panelist Eric Shirbini - Global Research & Investment Solutions Director, Scientific Beta
  • Panelist Mark Stacey - SVP, Co-Chief Investment Officer, Highstreet Asset Management & Head of AGFiQ Portfolio Management

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
Info
Track A - Location: Drummond Est
Track A: Better Bond Benchmarks
  • Presenter Dan Lefkovitz - Strategist, Morningstar Indexes

The bond market is massive, complex and difficult to define. Yet shining a light on the market is critical given the importance of bonds and the growth of passive fixed income investing. A new, investor-centric approach is required for bond indexes to be suitable building blocks for portfolio construction.

3:20pm - 3:40pm 20 mins
Info
Track B - Location: Drummond Ouest
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 George Milling-Stanley - VP, Head of Gold Strategy, State Street Global Advisors
  • Panelists Adam Perlaky - Manager, Investment Research, World Gold Council

Uncertainty in 2019 will make gold a valuable strategic asset class and the No. 1 reason 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 - Location: Drummond Est
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 shares his insights on how to build lasting relationships and attract new clients.

3:40pm - 4:00pm 20 mins
Info
Track B - Location: Drummond Ouest
Track B: Peer-to-Peer: Using Technology to Grow Your Business
  • Presenter Ted Bader - President, SIA Wealth Management
  • Presenter Robert Di Iorio - VP & Portfolio Manager, RBC Dominion Securities

Using technology to free up your time to focus on growing your business is a no-brainer. But knowing which tools to use is the million-dollar question. Join our advisors as they guide you through the available tools to help your business, from investment selection to compliance and regulatory changes, allowing you to embrace the changing technology landscape!

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

Location: Exhibit Hall

4:30pm - 5:20pm 50 mins
Info
Main Session
The Future of ETFs: The CEO Roundtable
  • Moderator Eric Balchunas - Senior ETF Analyst, Bloomberg Intelligence
  • Panelist Jasmit Bhandal - VP, Head of Canada ETF Product Strategy & Development, Invesco
  • Panelist Kathy Bock - Head of Vanguard Canada & Regional Head, Americas, Vanguard
  • Panelist Pat Chiefalo - Head of Canadian iShares, BlackRock
  • Panelist Michael Cooke - SVP, Head of ETFs, Mackenzie Investments
  • Panelist Kevin Gopaul - Head, BMO Global Asset Management Canada, Global Head of ETFs and CIO, BMO Global Asset Management

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 Canada’s ETF ecosystem your most pressing questions to get straight answers on the future of ETFs.

5:20pm - 5:50pm 30 mins
Info
Main Session
Best New ETF of 2019: Battle of the ETF Pundits
  • Referee John Swolfs - CEO, Inside ETFs
  • Pundit Eric Balchunas - Senior ETF Analyst, Bloomberg Intelligence
  • Pundit Spencer Barnes - Associate VP, Mutual Funds & ETF Strategy, Raymond James Ltd.
  • Pundit Matt Hougan - Chairman, Inside ETFs
  • Pundit Ben Johnson - Director of Global ETF Research, Morningstar
  • Pundit Tom Lydon - Co-CEO, ETFTrends.com & ETFdb.com
  • Pundit Dave Nadig - Managing Director, ETF.com
  • Pundit Daniel Straus - VP, ETFs & Financial Products Research, National Bank of Canada Financial Markets

Now in its second year, this Inside ETFs tradition pits the world’s leading ETF pundits against each other with their best new Canada ETF. It’s sure to provide you with a few laughs and a few great ideas, and you’ll ultimately vote for your favourite new ETF of 2019.

5:50pm - 7:00pm 70 mins
Info
Main Session
‘Bienvenue à Montréal’ Cocktail Reception

Inside ETFs Canada and Horizons ETFs welcomes you to a networking reception that will be sure to get your evening started off right.