Agenda 2012 Montreal

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Montreal, Hotel Omni Mont-Royal


Thursday, October 4, 2012

7:30

CONFERENCE REGISTRATION AND BREAKFAST IN THE FOYER
Sponsored by: PowerShares

8:30 – 8:35

OFFICIAL WELCOME
Judy Street, Vice- President, Radius Financial Education

8:35 – 8:40

OPENING REMARKS
Pat Bolland, Senior Counsel, Veritas Communications

8:40 – 8:55 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.

8:55 – 9:45 THE U.S. CONSUMER, THE KEY TO WORLD GROWTH
Robert Johnson, Director of Economic Analysis, Morningstar

While many economists worry that China and Europe will drag the U.S. into a recession, it seems more likely that the U.S. might pull the rest of the world out of a recession. Lower inflation, better balance sheets and improved employment prospects are all aiding the U.S. consumer. Those same consumers are continuing to spend at a moderate but consistent pace. Though, the consumer is not without worries. Incomes have not kept pace with inflation, gasoline prices are still high and housing price declines have moderated but not stopped completely.

9:45 – 10:25 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?

10:25 – 10:40

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: BMO Exchange Traded Funds


10:40 – 11:20 CONCURRENT WORKSHOPS
ETF FUNDAMENTALS - SALON DE SAISON
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 - SALON PRINTEMPS
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?

11:20 – 12:00 CONCURRENT WORKSHOPS
ETF FUNDAMENTALS - SALON PRINTEMPS
JUST STARTING TO USE ETFs, THIS WORKSHOP WILL WALK YOU THROUGH:
Richard Bernard, Sales Executive, Vanguard Investments Canada Inc.


• What are ETFs?
• How ETFs work
• Potential benefits of ETFs


ADVANCED STRATEGIES - SALON DE SAISON
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

12:00 – 12:40 CONCURRENT WORKSHOPS
ETF FUNDAMENTALS - SALON PRINTEMPS
JUST STARTING TO USE ETFS, THIS WORKSHOP WILL WALK YOU THROUGH:
Alain Desbiens, Vice President, Quebec & Atlantic, BMO Exchange Traded Funds


• Transitioning your business
• Asset allocation strategies
• Creating portfolios
• How do I get paid


ADVANCED STRATEGIES - SALON DE SAISON
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.

12:40 – 1:40

BUFFET LUNCH IN EXHIBIT HALL
Sponsored by: TMX | Toronto Stock Exchange | TSX Venture Exchange


1:40 – 2:20 CONCURRENT WORKSHOPS
ETF FUNDAMENTALS - SALON PRINTEMPS
EXCHANGE TRADED NOTES AND RECEIPTS
Berangere Lion, Director, Head of Retail Distribution, Canada, Investor Solutions, 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 STRATEGIES - SALON DE SAISON
ADVANCED ETF STRATEGIES
Michael Cooke, Head of Distribution, PowerShares Canada
Tim Pickering
, President, Lead Portfolio Manager, CIO, Auspice Capital Advisors
Yves Rebetez, Managing Director, Editor, ETFInsight

• Covered Call strategies
• Alternative Beta Strategies
• Commodity and Managed Futures ETFs
• How they work, cost structure, benefits

2:20 – 3:00

USING FIXED INCOME ETFS TO OPTIMIZE PORTFOLIO PERFORMANCE
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Mark Raes, Vice President & Portfolio Manager, BMO Exchange Traded Funds
Michael Cooke
, Head of Distribution, PowerShares Canada
Rohit Mehta, Senior Vice President, Sales & Marketing, First Asset Capital Corporation

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

3:00 – 3:15

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Vanguard


3:15 – 4:15

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

4:15 – 4:55 INDEX METHODOLOGY
Moderator: Pat Bolland, Senior Counsel, Veritas Communications
Atul Tiwari, Managing Director, Vanguard Investments Canada Inc.
Mark Raes
, Vice President & Portfolio Manager, BMO Exchange Traded Funds
Michael Cooke
, Head of Distribution, PowerShares Canada

A look under the hood at indexing
• How to choose between competing indexes; cap weight vs. market weight vs. fundamental weight
• Factor weight strategies

4:55

CLOSING REMARKS
Pat Bolland,
Senior Counsel, Veritas Communications

5:00 – 6:30 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 Thursday October 4th 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.

 
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Sponsor and Speaking Opportunities and Press Inquiries
If you're interested in sponsorship and speaking opportunities, or 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