What did our attendees say about ETF 2016?

 

In Toronto:

"Keep up the great work! "

"This conference changed my life last year "

"First time at the conference. Excellent job and content overall."

 

In Vancouver:

"Good overall conference. Thank you!"

"(Question) How to make this event better? (Answer) Seriously I don't know because this was excellent."

"An "E" production!! 1st time here: Excellent production; great presentations, 1st class venue. Will be back next year."

 

OUR Former Speakers

ETF 2015 Toronto - Ari Polychronopoulos,  		Vice President, Client Strategies, Research Affiliates; Vinit Srivastava,  		Senior Director, Strategy Indices, S&P Dow Jones Indices
ETF 2015 Toronto - Trevor Cummings, Head  		of Business Development, Exchange Traded Funds, RBC Global Asset Management  		Inc.; Alex Perel, Director, Portfolio & ETF Trading, TD Securities Inc.;  		Amanda Davidson, Managing Director, Financial Products, BMO Capital Markets;  		Marty Gillespie, Director - Portfolio Trading, RBC Dominion Securities
ETF 2015 Toronto - Daniel Straus, PhD, M.Fin.,  		ETF Research & Strategy, Derivatives & Structured Products, National Bank  		Financial; Scott Boniferro, Product Manager, Invesco Canada; Barry Gordon,  		President & CEO, First Asset; Alfred Lee, Vice President, Portfolio Manager  		& Investment Strategist, BMO ETFs
ETF 2015 Toronto - Jaime Purvis, Executive  		Vice-President, Horizons ETFs Management (Canada) Inc.; Fiona Wilson, Portfolio  		Manager, Systematic Strategies, Guardian Capital LP
ETF 2015 Toronto - Ted Bader, National Sales  		Manager, National Accounts, SIA Wealth Management; James Breech, President  		& CEO, Cougar Global; Tyler Mordy, President & co-CIO, HAHN Investment Stewards  		& Company Inc.
ETF 2015 Toronto - Bobby Eng, Senior Vice  		President, Head of Sales, FT Portfolios Canada Co.; Sharon French, President,  		F-Squared; Peter Quinn, President, Chief Operating Officer, RiverFront;  		Bob Smith, CIO, Sage Advisory; Linda Zhang, Ph.D., Sr. Portfolio Manager,  		Head of Research, Windhaven Investment Management;
ETF 2015 Toronto - Rick Ferri, Author, Columnist,  		and Index Fund Expert - Managing Partner and CCO, Portfolio Solutions®
ETF 2015 Toronto - Matt Hougan, CEO, ETF.com  		and Dave Nadig, Director, ETFs, FactSet
ETF 2015 Toronto - Mark Yamada, President  		& CEO, PUR Investing
ETF 2015 Toronto - : Deborah Frame, Co-Head,  		Canadian Chapter, Women in ETFs; Sharon French, President, F-Squared; Deborah  		Fuhr, Managing Partner, ETFGI LLP, Providing Independent Research/Consulting  		Services on and for the Global ETF/ETP Industry Investors; ricia Smith,  		Vice President, Product Development, Invesco Canada; Aye Soe, Senior Director,  		Global Research & Design, S&P Dow Jones Indices; Linda Zhang, Ph.D., Sr.  		Portfolio Manager, Head of Research, Windhaven Investment Management; Ling  		Zhang, ETF Research & Strategy, Financial Products Research National Bank  		Financial
ETF 2014 Toronto/Vancouver/Montreal - Deborah  		Fuhr, Managing Partner, ETFGI
ETF 2014 Toronto/Vancouver/Montreal  		- Deborah Fuhr, Managing Partner, ETFGI, and Reginald M. Browne, Senior  		Managing Director, Global Co-Head, ETF Group, Cantor Fitzgerald & Co.
ETF 2013 Vancouver - Mark Yamada,  		President & CEO, PUR Investing
ETF 2013 Vancouver - Michael Cooke,  		Head of Distribution, PowerShares Canada
ETF 2013 Vancouver - Jaime Purvis,  		Executive-Vice President, National Accounts, Horizons ETFs
ETF 2013 Vancouver - Christopher  		Philips, Senior Analyst, Vanguard
ETF 2013 Vancouver - Amelia Nedovich,  		Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange
ETF 2013 Vancouver - Rohit Mehta,  		Senior Vice President Sales & Marketing, First Asset ETFs
ETF 2013 Vancouver - Steve Higgins,  		Senior Manager, ETR Compliance & Investor Relations, Royal Canadian Mint
Harry Markopolos, Madoff Whistleblower
Warren Jestin, Scotiabank; Dr. Avery Shenfeld, CIBC  		World Markets Inc. with moderator Pat Bolland
Mark Yamada, PUR Investing; Rohit Mehta, First Asset  		Capital Corporation; Jaime Purvis, Horizons ETFs
Amelia Nedovich, Head, Business Development, ETFs & Structured  		Products, Toronto Stock Exchange
Dr.Lisa Kramer, Expert in Behavioural Finance & Neuroeconomics
John Youn, BMO Asset Management; John Gabriel, Morningstar,  		Inc.; David Munro, DundeeWealth Private Client Research; Alfred Lee, BMO  		ETFs; Yves Rebetez, ETFinsight; Pat Chiefalo, National Bank Financial
Howard Atkinson, President, Horizons ETFs
Kevin Gopaul, BMO ETFs; Sandip Bhagat, Vanguard; Som  		Seif, Claymore Investments Inc.; Michael Cooke, PowerShares Canada
Neil Bearse, Manager Web-based Marketing, Queen's School  		of Business
Parag Khanna, Senior Fellow, New America Foundation
Richard Jackson, Director & Senior Fellow, CSIS Global  		Aging Initiative
Robert Johnson, Director of Economic Analysis, Morningstar
Seddik Meziani, Professor Finance & Economics, Montclair  		State University
Christopher Johnson, Knight ETF Trading; Gary Knight,  		TSX Market; Michael Cooke, PowerShares Canada
Barry Gordon, First Asset Capital Corporation with moderator  		Pat Bolland
ETF 2015 Toronto - Ari Polychronopoulos, Vice President, Client Strategies, Research Affiliates; Vinit Srivastava, Senior Director, Strategy Indices, S&P Dow Jones Indices

EXCHANGE TRADED FORUM 2017

Radius Financial Education (Radius), a division of CHW Inc., has been producing high level conferences within the financial services sector in Canada for over 15 years. As Canada’s leading producer of conferences within the financial sector, Radius events focus completely on education and networking through an exchange of unbiased ideas and information, allowing our delegates to be leaders in their chosen fields.

Our top-down approach to the agenda enables us to deliver timely, thought-provoking, cutting edge, and sometimes controversial insight in a stimulating manner. We understand the importance of learning from the best. Each conference offers a well balanced speaker composition consisting of insight from authors, educators, economists, regulatory bodies and industry leaders from around the globe.

Join us at Canada's largest ETF conference. This annual event promises to deliver timely and actionable ideas to help attendees navigate any market conditions. With a top-notch speaking faculty and a content-driven agenda focusing on the needs of all financial advisors, Exchange Traded Forum has something for everyone. Investing has changed, let Exchange Traded Forum 2017 be your opportunity to learn, network, gain experience and be visible.

Radius Financial Education is proud to be hosting this annual event in both Toronto and Vancouver, bringing together leading professionals from every segment of this dynamic group of investment products, including investors, advisors, managers, research professionals, regulatory experts, noted financial educators and authors, to share their expertise, views and analysis.

Who Should Attend

Financial Advisors & Consultants:

  • Registered Investment Advisors

  • Investment Consultants

  • Financial Advisors/Planners/Consultants

  • Investment Analysts

  • Management Consultants

  • CFPs, CFAs, CTFAs

  • High-Net-Worth Individuals

 

Investors:

  • Institutional Investors

  • Endowments & Charities

  • Insurance Companies

  • Private Client Fund Managers

  • Private Banks

  • Pension Fund Managers

  • Venture Capitalists

Service Providers:

  • ETF Issuers

  • ETF Marketers

  • Index Providers

  • Broker-Dealers

  • Attorneys

  • Regulators

  • Prime Brokers

  • Third-Party Distributors

  • Tax Analysts

  • Technology Providers

 

Asset Allocators & Exchanges:

  • Hedge Fund Managers

  • Market Makers

  • Liquidity Providers

  • Model Portfolio Advisors

  • Exchanges

 

 

 
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Sponsor and Speaking Opportunities
If you're interested in sponsorship and speaking opportunities please contact:

Tony
sanfelice@radiusfinancialeducation.com

T: 416.407.1445


Press Inquiries

If you are a member of the media interested in attending the event please contact:
Sara Kasuji
kasuji@radiusfinancialeducation.com

T: 416.306.0151

General Questions

If you have a general question about the Forum please contact:
info@exchangetradedforum.com