Agenda 2012 Vancouver

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Vancouver, Pan Pacific Vancouver

Wednesday, June 20, 2012


8:00	CONFERENCE REGISTRATION AND BREAKFAST IN THE FOYER Sponsored by: PowerShares

9:00 – 9:05	OFFICIAL WELCOME Judy Street, Vice- President, Radius Financial Education

9:05 – 9:10	OPENING REMARKS Pat Bolland, Senior Counsel, Veritas Communications

9:10 – 9:25	ETFs IN CANADA Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange 2011 and 2012 has been a time of exponential growth and change in Exchange Traded Products. In this session Amelia will drill down on the roll Canada has played as well as the growth and trends we have experienced. She will also discuss the trends occurring around the world.

9:25 – 10:15	BOOMS, BUSTS AND BAILOUTS John Stephenson, Senior Vice President and Portfolio Manager, First Asset Investment Management Inc.

10:15 – 10:55	BEYOND TRADITIONAL INDEXING Moderator: *Pat Bolland, Senior Counsel, Veritas Communications Rohit Mehta, Senior Vice President, Sales & Marketing, First Asset Capital Corporation; Paul D. Kaplan, Ph.D., Director of Research, Morningstar Canada • The rise of fundamental factor weight strategies* • What is the rationale behind them? • How can these strategies ‘fit’ in your portfolios?

10:55 – 11:10	NETWORKING BREAK IN EXHIBIT HALL Sponsored by: BMO Asset Management

11:10 – 12:10	TRADING Moderator: *Pat Bolland*, Senior Counsel, Veritas Communications Christopher Johnson, Director, Knight ETF Trading; Gary Knight, Vice President, Trading, TSX Markets • High Frequency Trading • Best Execution • Use of a Market Maker • Dark Pools • Sourcing Liquidity

12:10 – 12:50	CONCURRENT WORKSHOPS
	ETF FUNDAMENTALS
	ETF PRODUCT WORKSHOP Moderator: Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange Representatives from ETF product manufacturers discuss what's new in their advanced product strategies line up.

	ADVANCED STRATEGIES
	TACTICAL INVESTING USING ETFS: STRATEGIES FOR A VOLATILE MARKET Jaime Purvis, Executive Vice President, Horizons ETFs Due to a progressively interconnected financial system, markets have now become more vulnerable to systemic risks. How should investors respond to unprecedented volatility? • Tactical ETF approaches for today’s investors • Bull, bear and trendless market tactics • How do you best employ ETFs to execute these strategies?

12:50 – 1:40	BUFFET LUNCH IN EXHIBIT HALL Sponsored by: TMX \| Toronto Stock Exchange \| TSX Venture Exchange

1:40 – 2:20	CONCURRENT WORKSHOPS
	ETF FUNDAMENTALS
	JUST STARTING TO USE ETFs, THIS WORKSHOP WILL WALK YOU THROUGH: Parm Dhaliwal, Sales Executive, Vanguard • What are ETFs? • How ETFs work • Potential benefits of ETFs

	ADVANCED STRATEGIES
	ADVANCED TRENDS IN PORTFOLIO CONSTRUCTION Mark Yamada, President & CEO, PUR Investing Tyler Mordy, Director of Research, HAHN Investment Stewards & Company Inc. • Asset allocation is dead, long live asset allocation • Low volatility strategies • Matching client risk tolerance to ETF portfolios

2:20 – 3:00	CONCURRENT WORKSHOPS
	ETF FUNDAMENTALS
	JUST STARTING TO USE ETFS, THIS WORKSHOP WILL WALK YOU THROUGH: Mark Webster, Vice President, BMO Asset Management BMO Asset Management • Transitioning your business • Asset allocation strategies • Creating portfolios • How do I get paid

	ADVANCED STRATEGIES
	ETF PRODUCT WORKSHOP Moderator: Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange Representatives from ETF product manufacturers discuss what's new in their product line up.

3:00 – 3:15	NETWORKING BREAK IN EXHIBIT HALL Sponsored by: Vanguard

3:15 – 3:55	CONCURRENT WORKSHOPS
	EXCHANGE TRADED NOTES AND RECEIPTS Brennan O'Brien, Assistant Vice President, Barclays Steve Higgins, Manager, Canadian Gold Reserves program, Royal Canadian Mint Exchange Traded Notes and Receipts are a rapidly growing component of the investor’s toolkit for accessing to ‘hard to reach’ asset classes such as commodities, volatility and multi-asset class strategies. This session explores some of the recent developments in the ETN and ETR market and shares some considerations from the issuer's perspective as to the challenges and advantages for Canadian investors.

	ADVANCED ETF STRATEGIES Tim Pickering, Founder and President, Auspice Capital Advisors Mark Webster, Vice President, BMO Asset Management Aye M Soe, Director, Index Research and Design, S&P Indices • Covered Call strategies • Alternative Beta Strategies • Commodity and Managed Futures ETFs • How they work, cost structure, benefits

3:55 – 4:25	USING FIXED INCOME ETFs TO OPTIMIZE PORTFOLIO PERFORMANCE Moderators: Pat Bolland, Senior Counsel, Veritas Communications Michael Cooke, Head of Distribution, PowerShares Canada Rohit Mehta, Senior Vice President, Sales & Marketing, First Asset Capital Corporation Mark Raes, Vice-President and Portfolio Manager, BMO Asset Management ETFs can fundamentally change the way you access the Fixed Income Market. In this session you will learn how ETFs can: • Offer better liquidity • Offer more Efficient Trading • Simplify Portfolio Management

4:25 – 5:05	INDEX METHODOLOGY Moderator: Pat Bolland, Senior Counsel, Veritas Communications Michael Cooke, Head of Distribution, PowerShares Canada; Mark Raes, Vice-President and Portfolio Manager, BMO Asset Management Atul Tiwari, Managing director, Vanguard Investments Canada Inc. • A look under the hood at indexing • How to choose between competing indexes; cap weight vs. market weight vs. fundamental weight • Factor weight strategies

5:05	CLOSING REMARKS Pat Bolland, Senior Counsel, Veritas Communications

5:05 – 6:30	COCKTAIL RECEPTION IN EXHIBIT HALL Sponsored by: First Asset: Exchange Traded Funds Remember to bring your business cards! The not-to-be-missed Reception on the evening of Wednesday June 20th will provide you with crucial time to interact with key players in your industry.

*Please note that, while every effort will be made to present the program as advertised, speakers, topics and timing are subject to change due to circumstances beyond our control.

Exchange Traded Forum

Agenda 2012 Vancouver