Agenda 2013 Vancouver

For downloadable presentations please click on title or speaker highlighted in RED


Wednesday, June 19, 2013

 

 

 

 

8:30

CONFERENCE REGISTRATION AND BREAKFAST IN THE FOYER
Sponsored by: First Asset ETFs

 

 

8:50 – 8:55

OFFICIAL WELCOME
Radius Financial Education

 

 

8:55 – 9:00

OPENING REMARKS AND MASTER OF CEREMONY
Pat Bolland, Senior Counsel, Veritas Communications

 

 

9:00 – 9:30

ETFs IN CANADA

Representing the Canadian ETF Association: Yves Rebetez, Managing Director, Editor, ETFinsight

2012 and 2013 has been a time of exponential growth and change in Exchange Traded Products. In this session we will drill down on the roll Canada has played as well as the growth and trends we have experienced. We will also discuss the trends occurring around the world

 

 

9:30 – 10:20

DEFENDING PORTFOLIOS AGAINST FINANCIAL REPRESSION WITH INTELLIGENT ETFs
Michael Cooke, Head of Distribution, PowerShares Canada

The drums are beating with warnings of the end of the 30-year bond bubble and the great rotation into equities. This comes at a time when North American stock markets are approaching all-time highs. Financial repression may serve to keep interest rates low for longer than people think, but it doesn't mean investors should abandon fixed income. Instead, they could consider strategies that mitigate risk and capture opportunities in fixed income markets. ETFs now offer innovative strategies to help investors build better fixed income and equity portfolios allowing them to step off the curb and back into equities while reducing risk and enhancing current income.

 

 

10:20 – 10:40

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Horizons ETFs

 

 

10:40 – 11:20

 

CONCURRENT WORKSHOPS

STREAM1

 

NEW TOOLS IN ETF PORTFOLIO CONSTRUCTION

Introduced by: Pat Bolland, Senior Counsel, Veritas Communications

Jaime Purvis, Executive-Vice President, National Accounts, Horizons ETFs

 

Maximizing tax efficiency in core portfolio holdings
• Achieving real diversification using alternative strategy ETFs

 


STREAM2

 

THE EVOLUTION OF ETFs: BLENDING THE BENEFITS OF PASSIVE AND ACTIVE MANAGEMENT
Introduced by: Yves Rebetez, Managing Director, ETFinsight

Bobby Eng
, Senior Vice President, Head of Sales, First Trust Portfolios Canada
The evolution of the ETF market provides investors with a hybrid approach of blending the desired features of a traditional passive index tracking ETF with the risk management and stock filtering process of active management. How can we generate alpha while still investing in a cost efficient, transparent, tradable ETF structure?

11:20 – 12:00

CONCURRENT WORKSHOPS

STREAM1

 

MYTHS AND MISCONCEPTIONS OF INTERNATIONAL INVESTING
Introduced by: Pat Bolland, Senior Counsel, Veritas Communications

Christopher Philips, Senior Analyst, Vanguard

 

• Global investable markets
• Comfort food: Home cooking and home bias
• Diversification: Alive and kicking
• Implementing an international strategy

 


STREAM2

 

EXCHANGE TRADED RECEIPTS
Introduced by: Yves Rebetez, Managing Director, ETFinsight

Steve Higgins, Senior Manager, ETR Compliance & Investor Relations, Royal Canadian Mint

Join Steve for an informative discussion on both the Canadian Gold Reserves and new Canadian Silver Reserves Exchange Traded Receipt (ETR) Programs. Learn about the unique structure and features of the ETRs and how they differ from other bullion ETF products in the market.

 

 

 

12:00 – 1:00

BUFFET LUNCH IN EXHIBIT HALL
Sponsored by: BMO Exchange Traded Funds

 

 

1:00 – 1:30

ETF PRODUCT WORKSHOP
Moderated by: Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange
Rohit Mehta, Senior Vice President Sales & Marketing, First Asset ETFs
Mark Webster, Vice President, Western Canada, BMO ETFs
Dean Allen, Head of Product Management, Vanguard

Representatives of ETF providers will discuss how their products might be used in investors' portfolios to address some of the key issues financial advisors are facing in today's economic environment.

 

 

1:30 – 2:00

ETF PRODUCT WORKSHOP
Moderated by: Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange
Jaime Purvis, Executive-Vice President, National Accounts, Horizons ETFs
Michael Cooke, Head of Distribution, PowerShares Canada
Karl Cheong, Senior Vice President, Head of Product Development, First Trust Portfolios Canada

Representatives of ETF providers will select ETFs from their suite of products to demonstrate how their construction is designed to meet specific objectives.

 

 

2:00 – 2:40

RULES BASED ETFs – ARE THEY HERE TO STAY?
Rohit Mehta, Senior Vice President Sales & Marketing, First Asset ETFs

Although passive in nature, a new breed of ETFs with active characteristics applied to their structure has emerged. Rohit will discuss these innovative investment strategies and how they are changing the way ETFs are used in investment portfolios.

 

 

 

2:40 – 3:00

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Vanguard

 

 

3:00 – 3:40

BOND ETFs
Moderated by: Pat Bolland, Senior Counsel, Veritas Communications
Scott Newman
, Global Investment Strategist, Invesco Canada
Yves Rebetez, Managing Director, Editor, ETFinsight

 

• I can buy my own bonds, why would I consider them?
• Managing Premiums and Discounts
• How to Trade FI ETFs

 

 

 

3:40 – 4:20

BUILDING BETTER PORTFOLIOS
Moderated by: Mark Webster, Vice President, Western Canada, BMO ETFs
Miles Clyne, Portfolio Manager, Raymond James
Therese Soong, Investment Advisor, IA Securities

 

• Sophisticated Asset Allocation
• Searching for Non-Correlation in a Correlated world
• Focusing on Downside Protection

 

 

 

4:20 – 5:00

You asked and we listened! Back by popular demand, Mark Yamada, President & CEO, PUR Investing

 

“MONEYBALL: THE ART AND SCIENCE OF MANAGING OTHER PEOPLE'S MONEY”

 

• what we do well

• what we do poorly

• how to completely change the game

 

 

5:00

CLOSING REMARKS
Pat Bolland,
Senior Counsel, Veritas Communications

 

 

5:00 – 6:30

RECEPTION IN EXHIBIT HALL
Sponsored by: PowerShares Canada

 

Remember to bring your business cards!
The not-to-be-missed Reception on the evening of Wednesday June 19
th 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