Speakers 2014 Montreal

KEYNOTE SPEAKERS

Deborah Fuhr, Managing Partner, ETFGI
Deborah Fuhr is a partner and co-founder of ETFGI, an independent research and consultancy firm established in 2012 covering the global ETF and ETP industry. The firm is focused on providing thought leadership, producing independent research on the global ETF and ETP industry including monthly ETF and ETP asset flows, manager rankings, product updates, index providers rankings, exchanges rankings, banks and brokerage firms ETF and ETP trading rankings, providing education and assistance to investors on product comparison, asset allocation implementation as well as offering customised research.
Previously she was the Global Head of ETF Research and Implementation Strategy and a Managing Director at BlackRock/BGI from Sept 2008 – Oct 2011 managing a team which won a number of awards. Ms Fuhr worked at Morgan Stanley in London from 1997 – 2008 as a Managing Director and head of the Investment Strategy team. Prior to this she was an Associate at Greenwich Associates the strategic consulting and research source for providers and users of financial services worldwide.
ETFGI won the Best ETF Research award in 2012 in the ETF Express awards announced on February 28th 2013 in London. In 2012, 2009, 2008 and 2007, Ms Fuhr was named as one of the Top 100 women in Finance, a distinguished list of the most influential women in European Finance, by Financial News.
She has an MBA from the JL Kellogg Graduate School of Management, Northwestern University, and a Bachelor of Science degree from the University of Connecticut.

Reginald M. Browne, Senior Managing Director, Global Co-Head, ETF Group, Cantor Fitzgerald & Co.
Reginald Browne is senior managing director and global Co-Head of the ETF Group at Cantor Fitzgerald & Co., where he oversees the operations of the ETF Group globally. Mr. Browne’s service with Cantor Fitzgerald began in September 2013.
Prior to joining Cantor Fitzgerald, Browne was the Co-Global Head of the Listed Derivatives Group at KCG Holdings, formally Knight Capital, where he built the largest ETF team in the industry and was the steward of 38% of the listed ETFs on the NYSE/Arca exchange as lead market maker. Browne’s team was recognized globally as the best in class in the U.S. with annual industry recognition by clients and peers three consecutive years starting in 2010. Prior to Knight, Browne spent 18 years in senior leadership roles in derivative trading organizations, which began at O’Connor and Associates in Philadelphia.
Mr. Browne has a B.S in Business Administration with an emphasis in Finance from La Salle University. Mr. Browne is a producer of the Broadway show, The Trip to Bountiful, which earned a nomination for the Antoinette Perry Award, commonly known as a Tony Award; Best Revival of a play. Browne is also a trustee of McCarter Theater in Princeton, NJ.

LEADING FACULTY (by last name)
Pat Bolland, Media Consultant
Ed Boyd, Managing Director, RBC Dominion Securities
Fraser Coburn, Regional Vice-President, Invesco Canada
Michael Cooke, Head of Distribution, PowerShares Canada
Benjamin Creary, Sales Executive, Vanguard Investments Canada Inc.
Trevor Cummings, Head of Business Development, Exchange Traded Funds, RBC Global Asset Management
Robert A. Di Iorio, Vice-President & Portfolio Manager, RBC Dominion Securities
Bobby Eng, Senior Vice President, Head of Sales, FT Portfolios Canada Co.
Kevin Fong, Managing Director, Financial Products, BMO Capital Markets
Paritosh Gambhir, Senior Manager, Audit, Financial Services, KPMG
Ian Gascon, President, Idema Investments
Steve Higgins, Senior Manager, ETF Compliance & Investor Relations, Royal Canadian Mint
Ryan Issakainen, Senior Vice President, Exchange-Traded Fund Strategist, First Trust Portfolios LP
Rohit Mehta, Senior Vice President, First Asset ETFs
Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange
Nicolas Normandeau, Vice President and Portfolio Manager, Fiera Capital
Christopher Philips, Senior Analyst, Vanguard Group, Inc.'s Investment Strategy Group
Elisabeth Prefontaine, Director, Business Development, iShares BlackRock Asset Management Canada Ltd.
Jaime Purvis, Executive Vice-President, National Accounts, Horizons ETFs
Yves Rebetez, Managing Director, Editor, ETFinsight
Kevin Rusli, Counsel, Blake, Cassels & Graydon LLP
Raman Aylur Subramanian, Managing Director, Head of Index Applied Research for the Americas, MSCI
Peter Tomiuk, Vice-President Sales, First Asset Investment Management Inc.


Pat Bolland, Media Consultant
Longtime business commentator Pat Bolland has been a business thought leader north and south of the border. Pat worked his way up in the investment industry from floor clerk on the Toronto Stock Exchange to VP with a top tier firm before moving into broadcasting. Pat’s been business editor at four major networks, currently Sun New Network on ‘AM Agenda’. He has parlayed his TV hosting skills into media training, corporate PR as well as hosting, moderating and webcasting for events and conferences. Not to mention a lot of lacrosse coaching. Despite all his business and sport acumen he’s best known as “the guy with the ‘stache”. Follow him at @patbolland.

Ed Boyd, Managing Director, RBC Dominion Securities

Fraser Coburn, Regional Vice-President, Invesco Canada
Fraser Coburn is a Regional Associate in Sales at Invesco Trimark. His primary responsibilities include supporting the sales efforts of advisors in Quebec.
Prior to joining the company in 2006, Fraser worked at RBC Asset Management as an Investment Specialist. His began his career in the industry in 2000.
Fraser earned his B.Comm. in Finance from Concordia University and has completed a number of courses through the Canadian Securities Institute.

Michael Cooke, Head of Distribution, PowerShares Canada
In this role, Michael integrates PowerShares exchange traded products into the Canadian retail and institutional markets. He works with both internal and external clients to complement Invesco’s existing business and bring the best of Invesco PowerShares global expertise to Canadian investment professionals and their clients.
Michael joined Invesco in 2008 after a career in derivative product marketing where he was responsible for the origination, structuring and distribution support of a broad range of products linked to a range of asset classes including fixed income, equity, commodities, managed funds and currencies. Prior to that, Michael held progressively senior sales, marketing and management positions at several global asset management firms. During his career, Michael has consulted with numerous institutional and retail clients across multiple product and business lines.
He is a graduate of Queen’s University in Political Studies and makes his home in Toronto with his wife and two children.

Benjamin Creary, Sales Executive, Vanguard Investments Canada Inc.
Benjamin Creary is a sales executive for Vanguard Investments Canada Inc., serving the Quebec region. Mr. Creary has extensive sales experience in business development, inside sales, and as an associate vice president of sales. Before joining Vanguard, he worked at BluMont Capital, where he generated new business and supported client relationships across Canada.>br> Mr. Creary earned his BA from Queen’s University, Ontario and is fluent in English and French.

Trevor Cummings, Head of Business Development, Exchange Traded Funds, RBC Global Asset Management
Trevor Cummings is the Head of Business Development, Exchange Traded Funds at RBC Global Asset Management. In this capacity, he is responsible for championing the RBC ETF offering, including RBC Target Maturity Bond ETFs and the RBC Quant Dividend Leaders ETFs. Trevor is responsible for growing the asset base of RBC’s ETF offering, including spearheading business initiatives related to the ongoing support and education for this innovative suite of investment solutions.
Trevor has 16 years’ experience in the financial industry. For the past eight years he worked at the largest ETF provider in Canada. He was most recently Vice President of Business Development, a position which he held for six years. Prior to that, he held roles in Sales Strategy and Inside Sales.
Trevor has also spent three years at an IIROC firm in a trading capacity and five years at two MFDA fund companies. He holds a Bachelor of Arts degree in Economics from the University of Toronto and has completed several industry programs including the Certified Investment Management Analyst® designation, offered by the Investment Management Consultants Association and The Wharton School.

Robert A. Di Iorio, Vice-President & Portfolio Manager, RBC Dominion Securities
Robert graduated from the Concordia University School of Business with degrees in both Finance and Political Science and holds his Chartered Investment Management designation. He started his career with the RBC Dominion Securities in 1998, with the focus on creating simple, conservative portfolios for wealthy Families in Montreal. After having worked as the investment liaison for Atlantic Canada out of Montreal, he decided to join the office at the Stock Exchange Tower as an Investment Advisor in 1999. As the practice grew, so did the trust of his clients, and the success of his practice. Today, Di Iorio Wealth Management of RBC Dominion Securities serves some of the wealthiest families in the country.
In 2001, Di Iorio Wealth Management of RBC Dominion Securities continued new initiatives to broaden its reach across borders by adding several international clients. A move from downtown Montreal to a suburban Pointe-Claire office followed the growth of the practice. In 2002, Robert was named a member of the firm’s prestigious President’s Club. Robert was also honoured in 2003 with the outstanding achievement award for being amongst the top five President’s Club Investment Advisors in the country. More recently, Robert has been an Executive Council member which ranks him among the top Advisors in Canada. Robert sits on the RBC Dominion Securities Advisory Board representing the province of Quebec.
Robert is an alumni member of the Montreal Chapter of EO (Entrepreneurs’ Organization), an organization working to build the world’s most influential community of entrepreneurs, and is involved in various local charitable groups.

Bobby Eng, Senior Vice President, Head of Sales, FT Portfolios Canada Co.
Bobby Eng is Senior Vice President, Head of Sales at First Trust Portfolios Canada. He is responsible for sales and distribution of the AlphaDEX™ Exchange Traded Funds line up as well as other products. Mr. Eng has over 15 years of experience in the financial services industry and was most recently the Director & Vice President, Head of National Accounts at Blackrock Asset Management responsible for retail brokerage senior executive relationships. He was also instrumental in the success of the iShares, Exchange Traded Funds business in Canada being responsible for sales and business development across Canada. Mr. Eng also held sales and relationship management roles at Fidelity Investments and National Bank of Canada.
Mr. Eng holds a Bachelor's degree in Finance and Accounting from Concordia University and holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultant Association (IMCA).

Kevin Fong, Managing Director, Financial Products, BMO Capital Markets
Kevin serves as head of Equity Derivatives Trading in the Financial Products group at BMO Capital Markets. His group is responsible for trading of all global equity derivatives. Kevin has been involved in Canadian ETF market making for 17 years. Prior to joining BMO in 1997, Kevin was at Versus Technology where he designed computer guided trading strategies for the equity and derivative markets. Kevin holds a Bachelor of Mathematics (Computer Science) from the University of Waterloo and a MBA from the University of Toronto.

Paritosh Gambhir, Senior Manager, Audit, Financial Services, KPMG
Paritosh is a Partner in our Asset Management practice with more than 10 years of professional experience in serving Canadian and international investment funds, including reporting issuers. Paritosh is experienced in helping clients meet the challenges of an ever-changing environment. He is also responsible for auditing investment management companies and their managed funds. He has successfully managed the audits of reputable investment management companies and large fund complexes, including Horizons ETFs, and BMO Private Client Group entities, which include investment dealer, mutual fund dealer and investment management companies, including BMO ETF Management Inc, His clients also include Lincluden Funds, Integra Funds, Hamilton Capital, Waratah, Panorama.

Ian Gascon, President, Idema Investments
Ian Gascon is the founder of Idema Investments (www.idema.ca), a portfolio management firm offering independent, personalized and low cost investment solutions. Expert in Exchange Traded Funds (ETFs) and portfolio strategies, he combines portfolio management skills and information technology to create portfolios that are in the best long term interest of investors. He is also author of an ETF blog on lesaffaires.com and acts as consultant for advisors, high net worth individuals and financial institutions. Prior to Idema, he worked as senior director in alternative investments and index and replication management at Desjardins Global Asset Management. M. Gascon holds a master's degree in finance from HEC Montréal (M. Sc.), a gradutate Diploma in Management (D.E.S.G.) and a Bachelor of Engineering, concentration aeronautics (B. Ing.).

Steve Higgins, Senior Manager, ETF Compliance & Investor Relations, Royal Canadian Mint
Steve Higgins, Senior Manager, ETR Compliance & Investor Relations, Canadian Gold Reserves/Canadian Silver Reserves programs, Royal Canadian Mint.
Steve Higgins oversees the ETR program at the Royal Canadian Mint. He is responsible for the design, development and management of exchange traded receipts (ETRs). Before joining the Mint in 2009 Steve was the Manager, Corporate Performance at Sustainable Development Technology Canada which makes early stage investments into the Cleantech sector. Steve completed his MBA at HEC School of Management in Paris and his Bachelor of Science and Business at the University of Waterloo.

Ryan Issakainen, Senior Vice President, Exchange-Traded Fund Strategist, First Trust Portfolios LP
Ryan Issakainen is Senior Vice President, Exchange-Traded Fund Strategist for First Trust, which he joined in January of 2000. He is a recipient of the Chartered Financial Analyst (CFA) designation, and holds a B.A. and an M.A from Wheaton College in Wheaton, IL.
As an ETF Strategist, Ryan provides in-depth analysis and commentary related to ETF investing, including the bimonthly Inside First Trust ETFs Newsletter and a monthly ETF webcast for financial advisors. In addition to his research responsibilities, he speaks at various ETF industry events and conferences throughout the country.
Mr. Issakainen has appeared on a number of radio and television outlets including CNBC, Fox Business, Bloomberg Radio, and WBBM Newsradio 780. In addition, he has given interviews to several print outlets including The Wall Street Journal, Investor’s Business Daily, Bloomberg, Reuters, US News and World Report, Fortune Magazine, LA Times, TheStreet.com, and Investment Advisor magazine, for which he also authored a monthly column on ETF investing.

Rohit Mehta, Senior Vice President, First Asset ETFs
As Senior Vice President of Sales and Marketing, Rohit Mehta leads the strategies and execution of sales and marketing for First Asset’s Exchange Traded Funds (ETFs), Mutual Funds and Closed-end Funds.
With over 13 years of financial industry experience, Rohit now leads a team of 16 professionals that cover the three product lines across Canada. He is a contributing speaker at many financial service conferences, events, and has also been a commentator in the media. Rohit sits on the Media and Public Relations committee of the Canadian ETF Association and holds a Bachelor of Arts (Honours Economics) degree from the University of Western Ontario.
Rohit’s passion for financial services started with his first position at RBC Dominion Securities. Since then he has held progressive roles in financial services and management, and prior to joining First Asset in 2009, Rohit was vice-president and national sales manager at a major Canadian investment management firm.

Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange
Ms. Nedovich joined Toronto Stock Exchange 15 years ago and has served in various capacities throughout her tenure. Currently, she is responsible for the implementation of the ETF & Structured Product business development strategy for Toronto Stock Exchange, including sponsored education and marketing initiatives promoting the growth of the industry. She also manages relationships with key ETF and structured product industry participants.
Prior to joining TSX, Ms. Nedovich worked as an economist with the Ontario Public Service.
Ms. Nedovich holds an MA in Political Economy from the University of Toronto and an MBA from the Rotman School of Management.

Nicolas Normandeau, Vice President and Portfolio Manager, Fiera Capital
Nicolas Normandeau is a member of the Corporate Fixed Income team and is a portfolio manager for the Corporate Fixed Income strategy. Mr. Normandeau has 9 years of industry experience and has been with the firm and a predecessor since 2009. Prior experiences include positions as Wealth Management Analyst for a leading Canadian financial institution and a consulting firm. Mr. Normandeau graduated from the Université de Sherbrooke with a Bachelor of Business Administration (BBA), majoring in Finance. He later received a Master’s in Management degree (MSc) in Finance from the Université de Sherbrooke as well as the Chartered Financial Analyst (CFA) designation.

Christopher Philips, Senior Analyst, Vanguard Group, Inc.'s Investment Strategy Group
Christopher Philips, CFA, is a senior analyst in The Vanguard Group, Inc.’s Investment Strategy Group. In this role, Mr. Philips has published and presented research on topics including international investing, indexing and benchmark selection. Mr. Philips joined The Vanguard Group, Inc. in 2000 and has worked in the Investment Strategy Group since its inception in 2001. He earned a BA from Franklin & Marshall College and is a CFA charterholder.

Elisabeth Prefontaine, Director, Business Development, iShares BlackRock Asset Management Canada Ltd.
Elisabeth Prefontaine, is a Business Development Officer at BlackRock Asset Management Canada Limited (“BlackRock”), supporting the promotion and growth of the iShares exchange traded products business. Elisabeth has nearly 20 years of experience in the financial service industry and her primary focus is on the investment advisory community in Quebec.
Elisabeth spent five years on the sell-side of both a derivatives and bond trading desk, in the early part of her career Elisabeth worked within the retail banking industry during the evolving telephone and internet banking industry.
Elisabeth holds an MBA from l'Université du Québec à Montréal, where she has taught the Canadian securities course at the MBA level. Elisabeth is a CFA and a CAIA Charter holder and also holds a Fellow of the Canadian Securities Institute.
Elisabeth has participated in several industry events and various investor conferences as a guest speaker and she is a regular contributor to a monthly television program on “L’Argent” a specialty channel that is devoted to business news and financial information.

Jaime Purvis, Executive Vice President, National Accounts, Horizons ETFs
As Executive Vice-President at Horizons ETFs, Jaime manages the national accounts relationships for Horizons ETFs with Canadian Investment Dealers, as well as managing relationships with the Dealer’ managed asset and discretionary management programs. Jaime is also responsible for directing the Self-Directed Investing channel and delivering key concepts and product knowledge to the management, operations, and investors. Jaime also manages the Institutional sales program for Horizons ETFs in Europe.
Jaime is also the designated Product specialist for Horizons ETFs, and is integral in implementing and delivering educational campaigns for Horizons, such as the very successful Horizons ETF University series.
A Queen’s University graduate with an Honours degree in Political Science, Jaime has been with Horizons ETFs-related firms since 1995.

Yves Rebetez, Managing Director, Editor, ETFinsight
Recognizing the need for an all-encompassing resource dedicated to Canadian Exchange Traded Funds, Yves recently launched www.etfinsight.ca. From 2004 until early 2011, Yves was Vice President, ETFs/Structured Products with Canada's largest Bank-owned Broker/Dealer, RBC Dominion Securities. Prior to that ( 1996-2004) Yves served as Portfolio Advisor (Canadian Equities) in DS’s Portfolio Advisory Group. His earlier work experience focused on portfolio management, both in Fixed Income (for Institutional Clients), and in International Equities (for High Net Worth Individuals), with Credit Suisse Canada in Toronto, and earlier with UBS in Switzerland. Yves is a CFA charterholder.

 

 

Kevin Rusli, Counsel, Blake, Cassels & Graydon LLP
Kevin regularly provides legal advice regarding the regulation and registration of investment fund managers, portfolio advisers and dealers, and has considerable experience in structuring and implementing new asset management platforms in Canada for both domestic and international investment fund providers. He is engaged in the regulatory changes and development of the mutual fund and exchange-traded fund (ETF) industry and currently sits as a member of the Policy Committee and Media and Public Relations Committee of the Canadian ETF Association.

Raman Aylur Subramanian, Managing Director, Head of Index Applied Research for the Americas, MSCI
Raman Aylur Subramanian is a Managing Director and Head of Index Applied Research for the Americas at MSCI.
Raman has been with MSCI in a variety of research roles for over 14 years. In particular, he pioneered the role of Index Applied Research, which focuses on working closely with clients -- asset owners, managers, brokers, and investment consultants -- to ascertain their needs with respect to MSCI products, conduct research on MSCI product applications, and present the results in interactive sessions with clients.
Raman comes with a Bachelor of Technology in Petroleum Engineering from Indian School of Mines, India, a Masters in International Management from Thunderbird School of Global Management, USA. Raman is a CFA charter holder from the CFA Institute in Virginia.

Peter Tomiuk, Vice-President Sales, First Asset Investment Management Inc.
Peter Tomiuk is Vice-President of Sales and covers the region of Quebec for First Asset. He has over 14 years of experience in the investment business – 11 of which were in sales management in both Toronto and Montreal.
Prior to joining the First Asset team, Peter held the positions of Associate Vice-President of Sales at Sentry Select, Vice-President of Sales at IA ClaringtonFunds, and Managing Director at Eastern Canada Harvest Portfolios. During this time, he was responsible for the distribution of open-end mutual funds, closed-end funds, flow-through shares, principal protected notes and structured products in the greater Montreal area.
Peter holds a Bachelor of Commerce (Finance) degree from Concordia University, and has completed the Level II exam of the CFA program.

 
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