Sponsors 2013

BECOME A SPONSOR

DIAMOND SPONSOR





PowerShares, brought to you by Invesco, is Leading the Intelligent ETF Revolution™. In Canada, you can access the PowerShares Advantage through PowerShares TSX-listed ETFs and the PowerShares® Funds, which pair PowerShares innovative ETFs with another benefit-rich vehicle, the mutual fund. Whether you’re looking for broad market exposure, specialized investment strategies or access to niche markets, PowerShares products represent an intelligent option for your portfolio.

About Invesco Canada Ltd.

Invesco Canada Ltd., operating under three distinct yet complementary product brands (Trimark, Invesco and PowerShares), is one of Canada's leading investment management companies. A subsidiary of Invesco Ltd., Invesco Canada's singular focus is on investment management, offering a diversified suite of solutions to institutions, organizations, companies and individual investors across Canada and around the world. Additional information is available at
www.invesco.com.

About Invesco Ltd.

Invesco Ltd. is a leading independent global investment management firm dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our retail, institutional and high-net-worth clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.

PLATINUM SPONSORS





Since launching in June 2009, BMO ETFs has emerged as one of the leading ETF providers in Canada. BMO ETFs is a diversified family of ETFs and includes a broad range of domestic and global investment solutions covering a full array of asset classes, sectors and regions. With more than 100 years of combined experience in managing institutional indexing and retail ETF strategies, BMO ETF's 100% Canadian team of ETF experts scours the global marketplace for opportunities to strategically design and build an innovative family of ETFs. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and a separate legal entity from Bank of Montreal.
About BMO Financial Group
Established in 1817 as Bank of Montreal, BMO Financial Group is a highly-diversified North American financial services organization. With total assets of $538 billion as at January 31, 2012, and more than 47,000 employees, BMO Financial Group provides a broad range of retail banking, wealth management and investment banking products and solutions.





First Asset is an independent Canadian investment management company focused on delivering superior risk-adjusted investment returns to Canadian investors and their investment advisors. Founded in 1996, First Asset is a leading manager of ETFs, mutual funds, and closed end funds in Canada.
First Asset offers a wide variety of solutions designed to fit any investor’s portfolio needs in diverse market conditions. In addition to its families of internally managed investment funds, First Asset provides Canadian investors with access to some of the world’s most recognized and respected investment managers.

GOLD SPONSORS





The First Trust companies are a well-respected global enterprise with a history in the U.S. market since 1991 and in Canada since 1996. First Trust Advisors L.P., the portfolio advisor for the First Trust AlphaDEX™ ETFs, has over US$72 billion in assets under supervision or management. First Trust is the umbrella name used for the various businesses conducted in both Canada and the U.S.
FT Portfolios Canada Co. is headquartered in Toronto with sales and service capabilities across Canada. FT Portfolios Canada Co. is a privately owned company and an affiliate of First Trust Portfolios L.P. (FTP), a U.S. registered broker-dealer, and First Trust Advisors L.P. (FTA), a U.S. registered investment advisor, both of which are located in Wheaton, Illinois, a suburb of Chicago.
FT Portfolios Canada Co. is registered with the Ontario Securities Commission as a mutual fund dealer and investment fund manager. FTA is registered with the Ontario Securities Commission as a portfolio manager and provides investment advisory services to our Canadian investment funds.





Horizons ETFs is an innovative financial services company offering the Horizons ETFs family of ETFs. The Horizons ETFs family includes a broadly diversified range of investment tools with solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions. With approximately $3.6 billion in assets under management and 76 ETFs listed on the Toronto Stock Exchange, the Horizons ETFs family makes up one of the largest families of ETFs in Canada. Horizons ETFs is a subsidiary of Horizons ETFs Management (Canada) Inc. and a member of the Mirae Asset Financial Group.





TMX Group owns and operates Toronto Stock Exchange and TSX Venture Exchange. Toronto Stock Exchange, established in 1852, provides senior issuers with efficient access to public equity, liquidity for existing and new investors, and the prestige and market exposure associated with being listed on a world-class market. Toronto Stock Exchange is Canada’s senior equities market, providing domestic and international investors with access to the Canadian marketplace. Issuers list a variety of securities on Toronto Stock Exchange, including conventional securities and equity-related products, including exchange-traded funds, income trusts and investment funds. Serving the public venture capital market, TSX Venture Exchange provides access to growth capital for early stage companies while offering investors a well-regulated market for making venture investments. TSX Venture Exchange is Canada’s junior listings market, providing companies at the early stages of growth the opportunity to raise capital. TSX Venture offers an excellent venue for growth, while offering investors a well-regulated market for investing.





What sets Vanguard apart—and lets Vanguard put investors first around the world—is the ownership structure of The Vanguard Group, Inc., in the United States. Rather than being publicly traded or owned by a small group of individuals, The Vanguard Group is owned by Vanguard's U.S.-domiciled funds and ETFs. Those funds, in turn, are owned by their investors. This unique mutual structure aligns our interests with those of our investors and drives the culture, philosophy and policies throughout the Vanguard organization worldwide.
In Canada, Vanguard leverages the scale, experience and resources of our established global business. Vanguard's ownership structure means that our clients don't have to worry that we'll be acquired. The company they invest with today will continue to serve them in the future.
Investors can’t control the markets, but they can control the costs of investing. Providing low-cost investments isn't a pricing strategy for us.
It's how we do business.
We can keep costs low because of our unique ownership structure in the United States, which allows us to return profits to investors through lower costs.
Vanguard’s scale also helps to keep costs low. As our assets under management increase globally, we can reduce expense ratios for the investors in our funds. Vanguard manages more than $2.0 trillion, including more than $240 billion in low-cost ETFs. Vanguard Investments Canada Inc. has eleven core ETFs on Toronto Stock Exchange.

SILVER SPONSORS





Founded in 1993 by Dr. James Breech, Cougar Global Investments is an independent investment management firm, utilizing Exchange Traded Funds (ETF) to implement its investment strategy. Since its founding, Cougar Global specialized in global asset allocation and adheres to a strict discipline of downside risk management (Postmodern Portfolio Theory). Cougar Global developed a proprietary investment process that constructs globally diversified portfolios designed to perform in accordance with client investment objectives. The firm's investment process employs downside risk management to protect client's assets in down markets and tactical asset allocation to construct globally diversified portfolios. We provide investment counsel services for high-net-worth individuals, families, foundations, trusts, and corporations in North America and Europe. We operate out of Toronto, Canada and are a registered Portfolio Manager with the Ontario Securities Commission (OSC) and a registered Non-Resident Investment Advisor with the Securities and Exchange Commission (SEC).





As a global wealth manager with a proven record of successfully navigating world markets, HAHN offers wealth management solutions that are aligned with the interests of both private clients and institutional investors. In every way, HAHN strives to deliver unbiased stewardship - the careful and responsible management of client assets entrusted to our care.

HAHN ETF Managed Portfolios

Three Critical Components:

• Tactical Asset Allocation

• Risk Minimization

• “Best of Breed” ETF Selection

Based on our fundamental view that index investing and active portfolio management are not mutually exclusive, our ETF Managed Portfolios incorporate the best of both; the active management of passive indices.

Risk management is the most important aspect of what we do. Recognizing that financial markets will always fluctuate, portfolios are structured to steward capital on a risk-adjusted basis that protects against volatility and losses. We vigilantly seek to control and manage downward volatility, which results in outperformance over time.

While imitators are now rushing to market with managed portfolios of ETFs, HAHN’s leadership, experience, and established performance history speak for themselves. HAHN has the longest known track record in the world managing global, balanced ETF portfolios in separately managed accounts. HAHN services clients in Canada through offices in Toronto, Winnipeg and Kelowna and is a registered investment advisor in the United States.





The Canadian Gold Reserves and Canadian Silver Reserves Exchange Traded Receipt (ETR) Programs were established by the Royal Canadian Mint to provide a secure, efficient and convenient exchange traded investment directly in either physical gold or silver bullion. The Mint is a commercial federal Crown corporation founded in 1908 producing circulation, numismatic and bullion coins for the domestic and international markets. The Mint also operates full-service gold and silver refineries with a range of services from refining to assaying and secure storage. Gold and Silver ETRs are TSX listed in both CAD and USD under the ticker symbols MNT/MNT.U and MNS/MNS.U respectively. ETRs are eligible for all Canadian registered plan accounts. All bullion is held in custody at the secure facilities of the Royal Canadian Mint. Backed by the AAA credit rating of the Canadian government, each ETR constitutes a direct unconditional obligation of the Mint, an agent of Her Majesty in right of Canada. For more information on ETRs please visit our website at: www.reserves.mint.ca.

BRONZE SPONSORS





CIBC Mellon provides asset servicing solutions, including custody, multicurrency accounting, fund administration, unitholder recordkeeping, pension services and securities lending services, for institutions and corporations. We have over 1,100 people dedicated to supporting more than 1,200 client relationships with Canadian banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. As at December 31, 2012, CIBC Mellon held more than CAD$1.2 trillion of assets under administration on behalf of our clients. CIBC Mellon is headquartered in Toronto, with offices across Canada in Vancouver, Calgary, London, Montreal and Halifax. Founded in 1996, CIBC Mellon is 50-50 jointly owned by Canadian Imperial Bank of Commerce (CIBC) and The Bank of New York Mellon Corporation (BNY Mellon), the world’s largest custodian. CIBC Mellon is part of the BNY Mellon network, which as at December 31, 2012 had USD$26.7 trillion in assets under custody and administration, USD$1.4 trillion in assets under management and global payments processed averaging USD$1.5 trillion per day.
For more information – including CIBC Mellon’s latest knowledge leadership on issues relevant to institutional investors active in Canada – visit www.cibcmellon.com or follow us on Twitter @CIBCMellon.





The Institute of Advanced Financial Planners is an organization for financial planners administered by financial planners. Our obligation is to assure Canadian families of the highest standard of competency in advanced financial planning available in Canada. The professional designation, the R.F.P.(Registered Financial Planner), represents the highest standard of excellence in comprehensive financial planning in Canada.
R.F.P.s are dedicated planners who are capable of providing impartial, comprehensive financial planning advice and are committed to furthering the financial knowledge and well-being of Canadians. Our members have not only acquired formal professional training, but have proven by exam and example that they can provide written financial plans of the highest quality and to the most stringent standards.
Members of the IAFP include individuals who may be licensed under various security and/or insurance regimes as well as non-licensed "fee only" financial planners.
Membership in the IAFP provides an opportunity to 'stand out from the crowd'.





Over the last 36 years, Interactive Brokers Group has grown internally to become one of the premier securities firms with over $4.8 billion in equity capital.
Interactive Brokers conducts its broker/dealer business on over 100 market destinations worldwide. In its broker dealer agency business, IB provides direct access ("on line") trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, forex, bonds, CFDs and funds worldwide. Interactive Brokers Group and its affiliates execute nearly 1,000,000 trades per day.
Interactive Brokers' headquarters are in Greenwich Connecticut, and it has approximately 880 employees in its offices in the USA, Switzerland, Canada, Hong Kong, UK, Australia, Hungary, Russia, India, China and Estonia. IB is regulated by the SEC, FINRA, NYSE, FSA and other regulatory agencies around the world.
Interactive Brokers Canada Inc. Member IIROC / Canadian Investor Protection Fund.





Investment Executive is Canada's newspaper for financial advisors. IE offers insightful, hard-hitting news and analysis for financial professionals — stockbrokers, financial planners, insurance representatives, personal bankers and mutual fund salespeople. IE is read by more than 100,000 Canadian financial professionals. Up to the minute industry news is available on www.investmentexecutive.com. You can also subscribe to our daily email service, which gives a summary of recent financial industry news. IE is also available as a Smart Edition. You can sign up to be notified when the next issue is available at www.investmentexecutive.com To sign up for any of our services, simply visit www.investmentexecutive.com/subscribe





KPMG's Financial Services Practice consists of more than 600 experienced professionals across Canada. With access to one of the largest global industry networks we offer customized, industry-focused Audit, Tax, and Advisory services. Our Financial Services teams have the experience, technical skills and industry focus to help clients address and overcome sector-specific business challenges. We help to clarify the issues and enhance competitive advantage.
Our Financial Services practice comprises four areas of focus:
• Banking
• Asset Management & Alternative Investments
• Insurance
• Investment Dealers
KPMG’s dedicated and results oriented approach can see you through your toughest business challenges. With our dynamic portfolio, we can help our clients realize their potential.





NASDAQ OMX Global Indexes has been creating innovative, market-leading, transparent indexes since 1971. Today, our index offering spans geographies and asset classes and includes diverse families such as the Global, Income Investments, Nordic, Green Economy, Sharia and Commodity Indexes. We continuously offer new opportunities for financial product sponsors across a wide-spectrum of investable products and for asset managers to measure risk and performance. NASDAQ OMX Global Indexes also provides custom index services and design solutions to selected financial organizations. For more information, visit www.nasdaqomx.com/indexes

ASSOCIATION SPONSOR





The CETFA is the only exchange-traded fund (“ETF”) association in Canada, and the first of its kind in the world. The association works to increase awareness of ETFs and to provide greater depth of education to investors about their usage, and to deal with industry specific issues, whether they are regulatory or structural, that affect all member firms.





Mission Statement
• To provide an all encompassing, unbiased forum for Exchange Traded Funds in Canada
• To deliver content that focuses on education, commentary and analysis for Canadian investors and advisors
• To engage reputable industry participants, including ETF Providers, Index Providers, and other investment professionals, to enhance the knowledge base of Canadian investors and advisors
• To develop proprietary tools that enable investors and advisors to sort and analyze data in order to build and optimize wealth-management strategies
• To ensure the accuracy and integrity of all information provided is done so at the highest standard
• To remain completely independent




BECOME A SPONSOR




When you become a sponsor of the Exchange Traded Forum 2013, your organization has an exclusive opportunity to access high-level key world leaders in ETFs, Structured Products and Closed-End Funds.

You will also have the unique opportunity to increase your exposure and visibility to a large group of targeted industry attendees. Our various sponsorship packages offer valuable benefits to showcase and market your organizations valued services.


Sponsor Levels:

Diamond Platinum • Gold Silver Bronze

Please email us at info@exchangetradedforum.com
to request the Sponsorship Information Package.


 
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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