Agenda 2014 Toronto

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


Monday, March 31, 2014

 

 

 

 

7:45

CONFERENCE REGISTRATION AND BREAKFAST IN THE FOYER
Sponsored by: First Trust Portfolios Canada

 

 

8:20 – 8:25

OFFICIAL WELCOME
Judy Street, Vice President, Radius Financial Education

OPENING REMARKS AND MASTER OF CEREMONY
Pat Bolland, Media Consultant

 

 

8:25 – 9:05

KEYNOTE SPEAKER: DEBORAH FUHR, Managing Partner, ETFGI, Providing Independent Research/Consulting Services on and for the Global ETF/ETP Industry Investors
MAPPING THE EXHANGE-TRADED LANDSCAPE

Described as “one of the world’s leading ETF analysts” and an Award-winning ETF authority, Deborah Fuhr, Partner and Co-Founder at ETFGI will give us her insight on the current global ETF Landscape, review the net new asset flows and will briefly touch on how they are being used, who are the users and how they are being selected.

ETFGI, a London-based Firm produces extensive ETF-specific analysis covering over 5,135 ETFs and ETPs, with 10,283 listings, assets of US$2.32 trillion, from 218 providers listed on 59 exchanges. It also leverages extensive industry experience, unparalleled industry contacts and rigorous analysis to deliver proprietary research on the global ETF and ETP industry.

 

 

9:05 – 9:55

TURNING IDEAS INTO ACTION – PANEL DISCUSSION
Moderated by: Michael Cooke, Head of Distribution, PowerShares Canada
John DeGoey, VP, Associate Portfolio Manager, Burgeonvest Bick Securities
James Morton,
CIM, The Morton Group, Investment Advisor, Portfolio Manager, CIBC Wood Gundy
Factor-based indexing strategies are entering the mainstream of investment management. This panel of financial professionals will focus on:

Smart Beta

Portfolio Construction & Strategies

Liquidity Challenges

Factor Based Approache

 

 

9:55 – 10:10

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: RBC ETFs

 

 

10:10 – 11:00

Smart Beta: The Industry Term That has People Talking - INTERACTIVE DISCUSSION
Moderated by: Rohit Mehta, Senior Vice President, Sales & Marketing, First Asset ETFs
Barry H. Gordon, President and Chief Executive Officer, First Asset
Paul Kaplan PH.D., Director of Research, Morningstar Canada
Raman Aylur Subramanian, Managing Director, Head of Index Applied Research for the Americas, MSCI

How do they work?
What are the benefits of adding these strategies to client portfolios
Where do they fit in client portfolio?
Why have the world’s largest Inde
x providers developed Smart Beta Indexes?

 

 

11:00 – 11:40

CONCURRENT WORKSHOPS

STREAM1 KING BALLROOM
Moderated by: Pat Bolland, Media Consultant

 

HOW ETF REGULATION WILL IMPACT YOUR BUSINESS… AND CLIENTS – PANEL DISCUSSION
Ronald Landry, Executive Director, ETFs & Investment Funds, CIBC Mellon
Yves Rebetez, Managing Director, Editor, ETFinsight
Laura White, Partner, Borden Ladner Gervais LLP
• New Tax Reporting Rules
Counterparty Risk
• Securities Lending
• Regulatory Outlook


STREAM2 – REGENCY BALLROOM
Introductions by: Mark Yamada, President & CEO, PUR Investing Inc.

 

Exchange Traded Gold & Silver Receipts From the Royal Canadian Mint
Steve Higgins, Senior Manager, Canadian Gold and Silver Reserves, Royal Canadian Mint

Informative discussion of the precious metals markets. Update on the Canadian Gold and Silver Reserves Exchange Traded Receipt (ETR) Programs.

2013 in Review:
• Bullion ETP Contraction: Declining Ounces Under Management
• ETR Growth: Gold Private Placement
• Recent Developments in the Physical Bullion Markets
• Investing in PM Producers vs. Physical Backed ETPs

Upcoming for 2014:
• Gold Fields Mineral Services Ltd (GFMS) Outlook for 2014
• Cash Redemption Service
• Silver Rights Offering

 

 

11:40 – 12:30

HOW TO TRADE ETFs - THE ROLE OF THE MARKET MAKER
Moderated by: Trevor Cummings, Head of Business Development, Exchange Traded Funds, RBC Global Asset Management Inc.
Ed Boyd, Managing Director, RBC Capital Markets

Reggie Browne
, Sr. Managing Director, Global Co-Head, ETF Group, Cantor Fitzgerald & Co.
Kevin Fong, Managing Director, BMO Capital Markets
Ian Williams, Managing Director, Trading & Sales, ITG Canada Corp.

This interactive session will educate advisors about the role of the market maker, how to find ETF liquidity, and practices to get the best price when buying or selling an ETFs.

 

 

12:30 – 1:30

BUFFET LUNCH IN EXHIBIT HALL
Sponsored by: First Asset ETFs

 

Optional Lunch Session – Regency Ballroom

12:40 – 1:20

ETFs: Liquidity, Trading & Portfolio Implementation Strategies using Bloomberg
Constantin Cosereanu, Equity Specialist, Bloomberg
Tracking ETF fund flows
Monitoring market liquidity
Portfolio strategies
Factor based backtesting

 

 

1:30 – 2:10

PUTTING ALPHA TO WORK: THE NEXT EVOLUTION OF THE ETF MARKET

Introduced by: Bobby Eng, Senior Vice President, Head of Sales, FT Portfolios Canada Co.
Dan Waldron, Senior Vice President & ETF Strategist, First Trust Portfolios LP
How can alpha be generated while still investing in a cost efficient and transparent ETF structure? The AlphaDEX™ methodology generates alpha by employing a rigorous and disciplined strategy screening securities based their investment merit, not market capitalization. The result is a proven track record of alpha within an ETF structure. This is the next evolutions of the ETF market!

 

 

2:10 – 2:50

CONCURRENT WORKSHOPS

STREAM1 KING BALLROOM
Moderated by: Pat Bolland, Media Consultant

 

Are your clients missing OVER 90% of the global markets? AND WHERE TO HEDGE?
Paul Bosse, Principal, Vanguard
Home bias: we all have it but Canadian concentration risks including sector risk, issuer risk, currency risk, increased transaction costs and moderate liquidity risk....learn about these risks and how to mitigate them.


STREAM2 – REGENCY BALLROOM
Introductions by: Mark Yamada, President & CEO, PUR Investing Inc.

 

EXCHANGE TRADED FUNDS AND THEIR ROLE IN MARKETS: AN ACADEMIC PERSPECTIVE
Andreas Park, Department of Economics, University of Toronto
Trading of ETFs and trading costs
Academic evidence on the market for equities vs ETFs:
- The effects of arbitrage strategies
- Transmission of “shocks” to underlying stocks
- Sentiment risk, excessive co-movements
- Liquidity of underlyings and ETFs
What academics do and do not like about ETF

 

 

2:50 – 3:30

CONCURRENT WORKSHOPS

STREAM1 - KING BALLROOM

 

ALTERNATIVE ETFs & RISK-ADJUSTED PERFORMANCE - PANEL DISCUSSION
Michael Cooke, Head of Distribution, PowerShares Canada
Barry H. Gordon, President and Chief Executive Officer, First Asset
Jaime Purvis, Executive Vice-President, National Accounts, Horizons ETFs
They are often misunderstood, rarely discussed in detail and they may go the furthest toward reducing overall portfolio risk.


STREAM2 - REGENCY BALLROOM

 

10 Things I’ve Learned from Top-Performing Advisors
George Hartman,
Managing Partner, ELITE Advisors Canada Inc.
There was a time when you could be a successful advisor simply by being a good salesperson or a great marketer. That is no longer the case. Today’s top-performing advisors have learned that it takes much more than sales skill or marketing prowess to build a truly great practice. From strategy to tactics, Hartman identifies, highlights examples and shows you how to implement the Top 10 activities that separate the best from the rest.

 

 

3:30 – 3:45

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Vanguard

 

 

3:45 – 4:45

ETF Product Showcase
Moderated by: Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange
Your opportunity to hear the following Providers discuss their products, theories and strategies:
PowerShares - Michael Cooke, Head of Distribution
First Asset ETFs - Rohit Mehta, Senior Vice President, Sales & Marketing

First Trust Portfolios Canada Co. - Bobby Eng, Senior Vice President, Head of Sales
Horizons ETFs - Jaime Purvis, Executive Vice-President, National Accounts
RBC ETFs - Trevor Cummings, Head of Business Development, ETFs
Vanguard - Dean Allen, Head of Product Management

 

 

4:45 – 5:30

A NOT TO BE MISSED SENSATIONAL DIALOGUE BETWEEN THE FORCE BEHIND THE SCENES (as quoted in Bloomberg Markets February 2014), THE GODFATHER OF ETFs (as quoted in Forbes Magazine October 2012) REGINALD BROWNE, Sr. Managing Director, Global Co-Head, ETF Group, Cantor Fitzgerald & Co. AND THE GODMOTHER OF ETFs, DEBORAH FUHR, Managing Partner, ETFGI LLP, Providing Independent Research/Consulting Services on and for the Global ETF/ETP Industry Investors ON "WHY EXCHANGE TRADED FUNDS?"


"There's no other investment vehicle as transformative as ETFs." - Reggie Browne (as originally quoted in Bloomberg on Feb 26, 2014)

 

 

5:30

CLOSING REMARKS
Pat Bolland,
Media Consultant

 

 

5:30 – 6:30

RECEPTION IN EXHIBIT HALL
Sponsored by: PowerShares

 

Remember to bring your business cards!
The not-to-be-missed Reception on the evening of Monday March 31st 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