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Showing of Streams
Showing of Streams
8:00am - 8:50am 50 mins
Info
Breakfast Workshop 1 - Location: Drummond Est
Breakfast Workshop: Annual Women in ETFs: Untapped Wealth: Bridging the Gender Gap in Your Business
  • Opening Remarks Tammy Cash - EVP & Head of Marketing, Horizons ETFs Management
  • Moderator Pat Dunwoody - Executive Director, Canadian ETF Association
  • Panelist Paulette Filion - Partner, StrategyMarketing.ca
  • Panelist Judy Paradi - Partner, StrategyMarketing.ca

Representing $1.1 trillion of assets in Canada, women are a source of untapped wealth for advisors and fund firms. Despite recognizing the need for financial advice, 87% of women looking for a financial advisor say they can’t find one they can connect with.

Sponsored by Women in ETFs, this panel will focus on bridging the gap in your communications, ensuring you aren't missing out on connecting with this very important client base. Moderated by Pat Dunwoody, Executive Director, the Canadian ETF Association, the panel will feature Judy Parodi and Paulette Filion, founders of Strategy Marketing, a firm dedicated to marketing to female investors.

8:00am - 8:50am 50 mins
Info
Breakfast Workshop 2 - Location: Drummond Ouest
Breakfast Workshop: FTSE Russell Presents: What's in my ETF? How institutions select indexes and why advisors should care
  • Presenter Rolf Agather - Managing Director of North America Research, FTSE Russell
  • Presenter Scott Johnston - Head of Portfolio Review Department, Americas, Vanguard
  • Presenter Steven Leong - Director, Head of Canada iShares Product, BlackRock
  • Presenter Marina Mets - Managing Director, FTSE Russell
  • Presenter Mark Raes - Head of Product ETFs and Mutual Funds, BMO Global Asset Management

Join us at "What's in my ETF? How institutions select indexes and why advisors should care" to hear from representatives from three well-known ETF providers as they discuss the process for choosing the right indexes underlying their products.

In this session, you will learn:
• Why index selection is important for advisors
• How ETF providers select an index provider and the underlying benchmarks for their products
• Unique considerations for equity and fixed-income index selection
• How multi-asset products will be benchmarked

Pre-registration required.

Register Here!

8:50am - 9:00am 10 mins
Info
Main Session
The Future of Disruption in Canada: Through the CREDO ’Lens’
  • Presenter Yves Rebetez - Senior Executive Consultant, CREDO Consulting

Take a seat in this intense, fast-paced tour of Canada’s evolving financial advice landscape through the CREDO lens and walk away with useful frameworks for your business strategy for 2019 and beyond.

9:00am - 9:05am 5 mins
Main Session
Chairperson Welcome
  • Presenter Alain Desbiens - Director , ETF distribution Québec, BMO Global Asset Management
9:05am - 9:40am 35 mins
Info
Main Session
Transitioning from Robo 1.0 to 2.0: The Evolution of Digital Tools
  • Moderator Clare O'Hara - Wealth Management Reporter, The Globe and Mail
  • Panelist Randy Cass - CEO, Founder, Portfolio Manager, Nest Wealth
  • Panelist Neville Joanes - CIO, WealthBar
  • Panelist Dave Nugent - Head of Investments, Wealthsimple

Evolving digital tools are not about robo vs. advisor, they’re about modernizing and complementing to enable advisors to improve relationships, scale their business and generate income. But what are these tools? Are they compliant, and how do they effect robos and advisors?

9:40am - 10:20am 40 mins
Info
Main Session
Fixed Income: Why Uncertainty Is the Worst Thing for Investors
  • Moderator Tom Lydon - Co-CEO, ETFTrends.com & ETFdb.com
  • Panelist Andrew Buntain - VP, Institutional Portfolio Manager, Franklin Bissett Investment Management
  • Panelist Joyce Choi - Director, Fixed Income Product Strategy, BlackRock
  • Panelist Alfred Lee - Director, Portfolio Manager, ETFs, BMO Asset Management
  • Panelist Marina Mets - Managing Director, FTSE Russell

Where rates go is anyone’s guess; how you navigate the uncertainty is what truly matters. In this interactive session, we line up four of the smartest bond investors and let you grill them on how they’re invested, what comes next and how to better position portfolios.

10:20am - 10:40am 20 mins
Info
Main Session
10 Questions in 20 Minutes: Survival of the Fittest
  • Moderator Matt Hougan - Chairman, Inside ETFs
  • Presenter Steve Hawkins - President & CEO, Horizons ETFs Canada

What will it take to survive in the increasingly competitive landscape?
Horizons ETFs CEO Steve Hawkins takes the stage to provide his take in our famous 10 questions in 20 minutes format.


10:40am - 11:10am 30 mins
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Main Session
Networking Break

Location: Exhibit Hall 

11:10am - 11:50am 40 mins
Info
Main Session
ESG Is the New Alpha: Why the Tables Have Turned on ESG Investing
  • Moderator John Swolfs - CEO, Inside ETFs
  • Panelist Jay Aizanman - Director, Desjardins Global Asset Management
  • Panelist Andrew Clee - VP, ETFs, Fidelity Investments
  • Panelist Naomi English - Executive Director & Head of ESG Solutions, MSCI ESG Research
  • Panelist David O'Leary - Director of Impact Investing, Origin Capital

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.

11:50am - 12:10pm 20 mins
Info
Main Session
Fireside Chat: Risks & Rewards - A Global Approach
  • Moderator Dave Nadig - Managing Director, ETF.com
  • Presenter Kristina Hooper - Chief Global Market Strategist, Invesco

The return of volatility sent markets spinning, panicked Main Street and set the 24-hour news cycle abuzz. Is this the end of the bull market? Join ETF.com’s Dave Nadig as he sits down with Invesco’s chief global market strategist to get you the answers you need.

12:10pm - 1:00pm 50 mins
Info
Main Session
Networking Lunch

Location: Exhibit Hall

1:00pm - 1:40pm 40 mins
Info
Main Session
Liquid Alternative ETFs … Here to Stay?
  • Moderator Claire Van Wyk-Allan - Director, Head of Canada, AIMA
  • Panelist Michael Burns - Partner & Co-Chair of Investment Funds & Asset Management Group, McMillan LLP
  • Panelist Marc-André Gaudreau - VP & Senior Portfolio Manager, Head of Fixed Income, 1832 Asset Management
  • Panelist Robert Lemon - Executive Director, Prime Services Group | Equity Markets, CIBC Capital Markets
  • Panelist Andres Rincon - Director, Equity Derivatives & ETF Strategy, TD Securities
  • Panelist Shana Sissel - Sr. Portfolio Manager, CLS Investments

As of Jan. 3, every Canadian investment firm can now sell liquid alternatives, but what does it mean for your portfolio? Is it the answer advisors are searching for to diversify their portfolios? We invite the smartest liquid-alts expert we know to help you navigate this new investment vehicle, and to understand the risks/opportunities and potential performance power.

1:40pm - 2:10pm 30 mins
Info
Main Session
ETF Model Portfolio: The Practitioner Panel
  • Moderator Arthur Salzer - CEO & CIO, Northland Wealth Management
  • Panelist Rob Duncan - SVP Institutional Strategy & Portfolio Manager, Forstrong Global
  • Panelist Mike Philbrick - President, ReSolve Asset Management
  • Panelist Dale Roberts - Chief Disruptor, Cut The Crap Investing

What’s the key to a successful investment strategy: Diversification? Understanding the market? Knowing the perfect balance between growth and value? All of the above? Or none? Join our panelists as they take the stage to give us different scenarios and investment mixes that work to make them so successful.

2:10pm - 2:30pm 20 mins
Info
Main Session
Cryptocurrency: Dead or Alive?
  • Moderator Doug Alexander - Finance Reporter, Bloomberg News
  • Panelist Matt Hougan - Chairman, Inside ETFs
  • Panelist Elisabeth Préfontaine - Founder, Octonomics

Well is it…?  Inside ETFs invites two of the greatest minds to the stage to discuss, debate and provide you with the information you need to make a sound decision!

2:30pm - 2:35pm 5 mins
Main Session
Conference Concludes