Speakers 2015 North Toronto

KEYNOTE SPEAKER

Deborah Fuhr, Managing Partner, ETFGI

Deborah Fuhr, Managing Partner, ETFGI
Deborah Fuhr is the managing partner and co-founder of ETFGI, an independent research and consultancy firm launched in 2012 offering paid for research subscription services on trends in the global ETF and ETP industry, the institutional users and its eco-system.
Previously, she served as global head of ETF research and implementation strategy and as a managing director at BlackRock/BGI from 2008 – 2011. Fuhr also worked as a managing director and head of the investment strategy team at Morgan Stanley in London from 1997 – 2008, and as an associate at Greenwich Associates.
Deborah Fuhr was the recipient of the 2014 William F. Sharpe Lifetime Achievement Award for outstanding and lasting contributions to the field of index investing. She has been named as one of the “100 Most Influential Women in Finance” by Financial News in 2014, 2013, 2012, 2009, 2008 and 2007, and as one of the “10 to Watch in 2014” by Rep. magazine and wealthmanagement.com. Ms Fuhr won the award for the Greatest Overall Contribution to the development of the Global ETF industry in the ExchangeTradedFunds.com survey in 2011 and received an award for her contribution to the ETF sector at the annual closed end funds and ETF event in New York and was featured in the Investors Chronicle’s list of “150 people that can make you money” in 2010.
Ms Fuhr is one of the founders of Women in ETFs. Ms. Fuhr is on the editorial board of the Journal of Indexes (United States), Journal of Indexes (Europe), and Money Management Executive; the advisory board for the Journal of Index Investing; and the investment panel of experts for Portfolio Adviser, the FTSE ICB Advisory Committee, the NASDAQ listing and hearing review council, the International Advisory Committee for the Egyptian Exchange, and the University of Connecticut School of Business International Advisory Board. She holds a BS degree from the University of Connecticut and an MBA from the Kellogg School of Management at Northwestern University.
ETFGI’s annual research subscription service provides within 10 days of the end of each month: 1) an over 350 page report of charts and analysis on the global ETF and ETP industry covering fund flows, provider, index provider, exchange and broker rankings basis, 2) a monthly directory of ETFs and ETPs and 3) access to the ETFGI database web tool to find and compare ETFs and ETPs across various characteristics.
ETFGI Institutional users of ETFs and ETPs in 2013 report subscription service: discusses trends and provides analysis of the 3,590 institutional investors in 52 countries and the 6, 480 mutual funds in 46 countries that reported using ETFS/ETPs listed around the world in 2013. (source: ThomsonReuters/Lipper database of regulatory filings from over 70 countries and global mutual fund holdings.)

 

LEADING FACULTY (by last name)

Hans Albrecht, Vice President, Portfolio Manager & Options Strategist, Horizons ETFs
Susanne Alexandor, Managing Director, Wealth Management, Cougar Global Investments
Ted Bader, National Sales Manager, National Accounts, SIA Wealth Management
Pat Bolland, Media Consultant
Scott Boniferro, Product Manager, Invesco Canada

Patrick Bowen, President, One Capital Management LLC
James Breech, President & CEO, Cougar Global
Derek Brown, Vice President and Senior Portfolio Manager, Fixed Income, Fiera Capital
Trevor Cummings, Head of Business Development, Exchange Traded Funds, RBC Global Asset Management Inc.
Amanda Davidson, Managing Director, Financial Products, BMO Capital Markets
Bobby Eng, Senior Vice President, Head of Sales, FT Portfolios Canada Co.
Paritosh Gambhir, Senior Manager, Audit, Financial Services, KPMG
Camilo Gil, Director, Institutional ETF Services, Equity Markets, CIBC World Markets
Marty Gillespie, Director - Portfolio Trading, RBC Dominion Securities
Rob Glownia, Fixed Income Analyst, RiverFront
Barry Gordon, President & CEO, First Asset
George Hartman, President & CEO, Market Logics
Jeff Hays, President, Hays Advisory
Steve Higgins, Director, Canadian Gold and Silver Reserves, Royal Canadian Mint
Chris Kresic, Fixed Income Portfolio Manager, Jarislowsky Fraser, Global Investment Management
Alfred Lee, Vice President, Portfolio Manager & Investment Strategist, BMO ETFs
Rohit Mehta, Senior Vice President, First Asset ETFs
Tyler Mordy, President & co-CIO, HAHN Investment Stewards & Company Inc.
Michael Nairne, President & CIO, Tacita Capital Inc.
Michael S. Newton, Portfolio Manager, Director, Wealth Management, ScotiaMcLeod
Prashant Pandey, Product Specialist, Research Affiliates
Jaime Purvis, Executive Vice-President, Horizons ETFs Management (Canada) Inc.
Kevin Rusli, Partner, Blake, Cassels & Graydon LLP
Bob Smith, President & CIO, Sage Advisory
Daniel Straus, Ph.D., M.Fin., ETF Research & Strategy, Derivatives & Structured Products, National Bank Financial
Kelly Tang, Director, Global Research & Design, S&P Dow Jones Indices
Mark Yamada, President & CEO, PŮR Investing
John Youn, Executive Managing Director, ETFs and Global Structured Products, Questrade Wealth Management

Hans Albrecht, Vice President, Portfolio Manager & Options Strategist, Horizons ETFs Management (Canada) Inc.
Hans Albrecht is Vice President, Portfolio Manager and Options Strategist with Horizons ETFs Management (Canada) Inc. (“Horizons ETFs”). He co-manages a number of products in Horizons ETFs’ growing global line-up of covered call ETFs and oversees day-to-day options activities.
Prior to joining Horizons ETFs, Hans spent most of the past 17 years as a Senior Options Trader for National Bank Financial. His volatility portfolio comprised a significant open interest in TSX listed company options, where he blended a number of trading tactics, which included actively managed income and gamma-rich volatility arbitrage strategies and overwrite strategies, among others. Hans graduated from McGill University with a Bachelor of Commerce and holds the Chartered Investment Manager (CIM®) designation.

 

 

Susanne Alexandor, Managing Director, Wealth Management, Cougar Global Investments
Susanne is a senior member of the Investment Team and focuses on macro research and portfolio construction. She brings 25 years of global capital market and investing experience that covers a range of asset classes including global fixed income, currencies, equities, and commodities. She has worked with both private and institutional clients as a discretionary portfolio manager and advisor, having held positions with leading global firms around the world. Susanne earned a BA in Economics and German from Rutgers University. In addition, she is a registered Portfolio Manager - Advising Representative with the Ontario Securities Commission. Susanne is involved with several philanthropic initiatives, and is a board member of Project Sunshine Canada.

Ted Bader, National Sales Manager, National Accounts, SIA Wealth Management
Ted has been in the ETF industry for 10 years. He was part of the initial group of people at Claymore Investments and was instrumental in helping that company grow into one of the premier ETF providers in the country. Ted focused on Retail and Institutional sales as well as Marketing, and Product development. When Claymore was sold to BlackRock iShares it had AUM of $8 Billion. While at BlackRock iShares Ted led the company to focus on the ETF Manager space or Managed ETF portfolio's and created the iShares Connect guide for advisors and broker/dealer firms to aid in deciding which ETF Manager to use for their Investment needs. Ted has since joined SIA Wealth Management to directly assist advisors in selecting the best ETFs to use and to create and launch managed ETF portfolio’s.

 

 

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.

Scott Boniferro, Product Manager, Invesco Canada
Scott Boniferro is a product manager with Invesco Canada, focused on managing the firm's Canadian lineup of PowerShares® funds and exchange-traded funds (ETFs). His areas of expertise include smart beta 'Indexing as well as ETF portfolio implementation, liquidity analysis and trade execution.
Mr. Boniferro joined Invesco in 2011. Previously, he was with TD Wealth, where he worked closely with investment advisors and financial planners in progressively senior roles in practice management and sales support/acquisition.
Mr. Boniferro earned a BA in Economics from the University of Western Ontario. He also holds the Certified Financial Planner® and Certified International Wealth Manager designations and is a Fellow of the CSI®.

Patrick Bowen, President, One Capital Management LLC
Patrick is a partner with One Capital Management and directs the firm’s Global Asset Allocation and Wealth Management Practice. Previously, Patrick spent four years as an Executive Director of Investments in the Private Client Division of Oppenheimer & Co. Prior to Oppenheimer, Patrick was a Vice President with Bernstein Investment Research & Management (formerly Sanford C. Bernstein & Co., Inc.) for six years. With Bernstein, he was in the Institutional Asset Management division where he worked with some of the firm’s largest corporate, pension, endowment and foundation clients. He then moved to the private asset management practice to applause his investment planning and asset allocation expertise to clients’ particularly complex issues. Patrick earned his Bachelors of Science degree in Economics from California Polytechnic State University at San Louis Obispo. He serves on the Board of Directors of the Juvenile Diabetes Research Foundations.

 

 

James Breech, President & CEO, Cougar Global
Prior to founding Cougar Global in 1993, Dr. Breech spent over ten years specializing in global capital markets. He taught international finance in the MBA program in the Faculty of Administrative Studies and was a Full Professor at York University in Toronto. Dr. Breech earned his BA (Honours) in English Language and Literature at the University of Toronto (1966), his PhD in Hellenistic and Greco-Roman History, Religion and Culture at Harvard University (1976), and his MBA in International Finance at the Wharton School (1983). Dr. Breech is registered as a Portfolio Manager – Advising Representative with the Ontario Securities Commission.

Derek Brown, Vice President and Senior Portfolio Manager, Fixed Income, Fiera Capital
Derek Brown is a member of the Tactical Fixed Income team and is a senior portfolio manager for the Tactical Fixed Income Universe fund as well as the lead manager of the High Yield Bond strategy.
Mr. Brown has 12 years of industry experience and has been with the firm since 2010. Prior experiences include Associate Trader and Proprietary Trader positions at major Canadian financial and investment management firms.
Mr. Brown graduated from Concordia University with a Bachelor of Commerce (BComm), majoring in Finance and later received a Master of Business Administration (MBA) in Finance from McGill University. He also received the Chartered Financial Analyst (CFA) designation.

Trevor Cummings, Head of Business Development, Exchange Traded Funds, RBC Global Asset Management Inc.
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 sevTed Bader, National Sales Manager, National Accounts, SIA Wealth Management Management Analyst® designation, offered by the Investment Management Consultants Association and The Wharton School.

Amanda Davidson, Managing Director, Financial Products, BMO Capital Markets
Ms. Davidson is a Managing Director in the Financial Products group at BMO Capital Markets. After graduating from York University in 1991 with an Honors Degree in Economics, she began her career with Burns Fry Ltd (now BMO Capital Markets) managing various derivative strategies. Amanda has 18 years of ETF trading experience providing markets on a diverse list of ETFs across multiple asset classes. She also develops customized ETF trading strategies for retail and institutional clients, and works with ETF issuers in launching new products. Ms. Davidson received her CFA designation in 1997.

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).

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, Questrade ETFs, Hamilton Capital, Waratah, Panorama.

Camilo Gil, Director, Institutional ETF Services, Equity Markets, CIBC World Markets
Mr. Gil joined CIBC in 2010 and is responsible for the exchange-traded fund (ETF) trading business, bringing liquidity and trading expertise to one of Canada’s fastest growing asset classes. Prior to assuming his current role Mr. Gil developed and maintained relationships with institutional accounts and hedge funds in relation to direct market access (DMA), algorithmic trading and electronic connectivity. He was also instrumental in growing CIBC’s noted electronic trading franchise while playing a critical role in developing capabilities and client relationships in Latin America.
Mr. Gil holds a H.BComm from McMaster University.

Marty Gillespie, Director - Portfolio Trading, RBC Dominion Securities
Marty Gillespie is a Director at RBC Capital Markets, heading the ETF and Program Trading Group. After graduating with Honors from Wilfrid Laurier University, he began his career at TD Securities. With over 15 years experience in ETF markets, he leads a team of professionals, which carry the responsibility of being designated broker and market maker on several products in Canada . In addition, Mr. Gillespie covers Index and Program trading accounts globally. He also spearheads an ETF publication which aims to educate investors on market structure and dynamics of the ETF landscape.

Rob Glownia, Fixed Income Analyst, RiverFront
Rob is in the Fixed Income group. In this role, he is responsible for credit underwriting, as well as measuring and managing interest rate risks. In addition to the investment responsibilities, Rob oversees many of the operational duties associated with our Strategic Income ETF (RIGS), which includes most of the fixed-income trading.
Prior to this role, he served as the firm's Quantitative Strategist, supporting the asset allocation and risk management groups at RiverFront. Here, Rob was a key contributor in the development of models and tools that help guide our global investment process.
Before joining the investment team, Rob served as the Head Equity Trader and oversaw the Portfolio Administration and Trading Team. He is a leading expert on ETF trading and is frequently quoted in the financial press.
Rob is the Chairman of the Best Execution Committee and a member of the firm's Steering Group.
Rob joined RiverFront Investment Group in the summer of 2008. He earned his degree in Managerial Economics from Allegheny College. Rob holds FINRA Series 7 and 66 licenses and received his CFA Designation in 2012.

Barry Gordon, President & CEO, First Asset
Barry Gordon serves as First Asset’s President and Chief Executive Officer, bringing with him over 15 years of experience in the financial services sector.
Barry joined First Asset in 1997 and has overseen the successful growth of the firm to date. He sits on the Board of Directors of the Canadian ETF Association and serves on the Investment Funds Product Advisory Committee. Barry has authored several articles on the evolution of the investment landscape in Canada and internationally, and his active participation in the financial industry has made him a frequent commentator in the media. Alongside his directorship in the financial industry, Barry is active in several charities, including the directorship of Crescent School, the Crescent School Foundation, and is a member of YPO and the Law Society of Upper Canada.
Prior to joining First Asset, Barry practised securities law at the Toronto law firm of McMillan Binch (now McMillan LLP). Barry holds a Bachelor of Laws degree from the University of Toronto and a Bachelor of Arts (Honours) degree from Queen’s University in Kingston, Ontario.

George Hartman, President & CEO, Market Logics
George Hartman’s 40-year career in financial services as an educator and executive spans both the insurance and investment industries.
He has been a featured speaker at numerous conferences in Canada, the US, Japan, Singapore and Malaysia, including the prestigious Million Dollar Round Table (MDRT) Annual Meeting and Top of the Table Annual Meeting. George writes a monthly column called The Coach’s Forum for the trade journal Investment Executive and is a regular guest on Investment Executive’s Building Your Business television broadcast.
George is Co-Founder and Managing Partner of Accretive Advisor Inc. – a firm dedicated to helping great financial advisors build great practices. He presently coaches a number of top-producing advisors in Canada and the US and advises several financial industry firms on their strategic plans. He has published three best-selling books and his most recent, Blunder, Wonder, Thunder – Powering Your Practice to New Heights placed #1 on the Globe & Mail’s Business Book Best-Seller list in its first week of release.
George is also Founder & CEO of Market Logics Inc., a firm that provides intelligence-based solutions to organizations and individuals looking to take their business to new levels.

Jeff Hays, President, Hays Advisory
Jeff Hays serves as the president of Hays Advisory where he is responsible for providing strategic leadership for the company, establishing long-range goals, strategies, plans and policies. Jeff’s career in the financial service industry spans over 19 years, where he first gained experience as a financial advisor with Wheat First Securities in Nashville, TN.
When Jeff and his partners launched the first Hays Advisory portfolio in 1998, they decided to take an “out of the box” approach that focused on managing client emotions through a risk management approach. The idea was not to avoid all losses in a portfolio, but rather limit portfolio drawdowns to a level that could be dealt with logically, allowing clients the ability to avoid emotional decisions that may devastate their long-term plans. This risk management approach resonated with investors, and under Jeff’s leadership the firm grew from a few million dollars under management to over a billion dollars under care over the next few years.
In addition to his duties as president, Jeff serves as a member of the firm's Investment Committee, providing oversight to the Portfolio Management team that manages Hays' various investment products. With any additional time, Jeff can be found explaining Hays' time-tested risk management process to clients and Financial Advisors around the country.

Steve Higgins, Director, Canadian Gold and Silver Reserves, Royal Canadian Mint
Steve Higgins is responsible for the design, development and management of exchange-traded receipts (ETRs). Steve has overseen the program since the launch of the gold ETR in November 2011, which resulted in the largest IPO on the Toronto Stock Exchange that year, raising $580 million USD. On the heels of this initial success, silver ETRs were then issued the following year. 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.

Chris Kresic, Fixed Income Portfolio Manager, Jarislowsky Fraser, Global Investment Management
Chris Kresic joined the firm in 2010 and has 27 years of experience in the investment industry. He was named Partner in 2011 and, in 2012, was named to the firm’s Executive Committee and Co-Chair of the Investment Strategy Committee. He is also Portfolio Manager, Fixed Income, and is responsible for the management of all of the firm’s bond portfolios. Previously, he was Head of Fixed Income and Senior Vice President at Mackenzie Financial Corporation. He was also a fixed income portfolio manager and Director with Canada Trust and, prior to that, a portfolio manager with one of Canada’s largest property and casualty insurance companies. He began his career with the Bank of Canada in 1988. Chris has appeared in the national media, including the Globe and Mail, National Post and BNN. He has also led investments teams that have won numerous industry performance awards for fixed income and balanced funds.

Alfred Lee, Vice President, Portfolio Manager & Investment Strategist, BMO ETFs
Alfred is a portfolio manager on the BMO ETFs & Global Structured Investments team where he manages fixed income and preferred shares related mandates. In addition, he manages a liquid alternatives strategy that uses ETFs and develops tactical macro-related strategies using ETFs exclusively. As part of the BMO ETF team, Alfred is involved with portfolio design and construction. Prior to joining BMO, Alfred spent four years at a Canadian brokerage providing ETF Research & Strategy, while simultaneously providing coverage on commodities, foreign exchange and international macro. He also spent four years at a pension consulting and analytics group. Alfred is a graduate of the University of Western Ontario, majoring in economics. He is a CFA Charterholder, and holds the CMT and DMS designations.

Rohit Mehta, Senior Vice President, First Asset ETFs
Rohit Mehta brings 15 years of experience in the financial services industry as Senior Vice President of First Asset and as a member of the senior management team. Rohit is integral in all three of First Asset's product lines: Exchange Traded Funds (ETFs), Mutual Funds and Closed-End Funds.
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. Prior to joining First Asset, he was Vice President and National Sales Manager at a major Canadian investment management firm.
Rohit is a contributing speaker at many industry conferences, events, and also is a regular commentator in the media. He sits on the Media and Public Relations committee of the Canadian ETF Association. Rohit holds a Bachelor of Arts (Honours Economics) degree from the University of Western Ontario.

Tyler Mordy, President & co-CIO, HAHN Investment Stewards & Company Inc.
Tyler Mordy is President and co-CIO for HAHN Investment Stewards. Since joining the firm in 2003, Tyler has become a recognized innovator in the design and application of "global macro" ETF portfolios. He is widely quoted and interviewed by the financial media for his views on global investment strategy and ETF trends. Recently, ETF.com profiled Tyler as one of the "best and brightest" working in the ETF Strategist industry and described him as "a money manager for the modern era". CNBC has also called Tyler one of the "best independent ETF experts".

Michael Nairne, President & CIO, Tacita Capital Inc.
Michael Nairne is President and Chief Investment Officer of Tacita Capital Inc., a family office and investment advisory firm that provides integrated wealth and portfolio management services to families of affluence.
Prior to co-founding Tacita, Michael was the Chief Operating Officer of Loring Ward Inc., a family office located in New York and Los Angeles. Michael was also the co-founder and Vice Chairman of Assante Corporation, Loring Ward’s original parent company.
Michael writes regularly on wealth management matters including the Serious Money column in the Financial Post and has co-authored a best seller on fund management. He has spoken internationally on advanced asset allocation and other investment topics relevant to high worth families.
Michael holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Toronto CFA Society. He is a Registered Financial Planner, a Certified Financial Planner and graduated first in his class in Canada as a Chartered Financial Planner. Michael is also a Certified Management Consultant and was the gold medalist in his graduating year from the Honors Commerce Program at the University of Manitoba. He is a member of the Financial Planning Association, the Canadian Institute of Financial Planners and the Institute of Advanced Financial Planners.

Michael S. Newton, Portfolio Manager, Director, Wealth Management, ScotiaMcLeod
Michael has the expertise to resolve clients’ unique challenges, and delivers his services at the highest level of professional quality. He develops comprehensive financial plans to help his clients achieve their long- term goals, covering the investment, insurance, tax and estate planning aspects of their individual situations.
Michael has the Canadian Investment Manager (CIM) designation, a portfolio management qualification with a Canadian focus, and the Fellow of the Canadian Securities Institute (FCSI) designation. Recognized as the highest honour in the financial services industry, the FCSI is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors.
Michael began his career in the financial services industry in 1992. He is a frequent guest on BNN Market Call, where he takes viewer emails and calls in a live format, and has been featured in The Globe and Mail Report on Business.

Prashant Pandey, Product Specialist, Research Affiliates

Prashant Pandey is a product specialist for RAFI™ Fundamental Index™ strategies. In this role, he helps institutional and retail investors understand the RAFI methodology and the potential contribution of smart beta strategies to their overall investment program. Prashant is also responsible for managing relationships with firms that license and distribute RAFI strategies globally.
Prashant graduated from the University of California, Irvine with a BA degree in business economics. He is a CFA Level III candidate.

Jaime Purvis, Executive Vice-President, Horizons ETFs Management (Canada) Inc.
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 HETFs 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.

Kevin Rusli, Partner, 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 industry and currently sits as a member of the Policy Committee of the Canadian ETF Association.

Bob Smith, President & CIO, Sage Advisory
Bob Smith received his M.B.A. in Finance from New York University Stern School of Business, is an Accredited Investment Fiduciary (AIF) and Certified Investment Management Consultant (CIMC). He has over 35 years of domestic and international portfolio management and institutional research experience.
Bob began his professional career at Moody’s Investors Service as a member of the Corporate Bond Rating Committee; he then went on to Loeb, Rhodes & Co. to cover the insurance industry in the Institutional Equity Research Department. After this assignment, he worked at Merrill Lynch & Co. as a Managing Director over 14 years in a variety of institutional research, trading and portfolio management roles in New York and London. During this period, he worked at the Saudi Arabian Monetary Agency as a Resident Financial Advisor in Riyadh responsible for managing the foreign reserves of the Central Bank. After his time at Merrill Lynch, Bob became Executive Vice President and a senior member of the Investment Committee at Smith Affiliated Capital in New York until 1996. In late 1996, Bob exercised his entrepreneurial spirit and founded Sage Advisory Services Ltd. Co., an independent registered investment advisory firm based in Austin, Texas. The firm currently manages over $10.7 billion of institutional assets, offers a variety of products or services and is the largest independent investment advisory firm in Austin as well as one of the largest in Texas.

Daniel Straus, Ph.D., M.Fin., ETF Research & Strategy, Derivatives & Structured Products, National Bank Financial
National Bank Financial’s ETF Research & Strategy group focuses on providing both institutional and retail investors with value-add and actionable investment research relating to Exchange-traded Funds. The group regularly publishes street-leading reports on the ETF landscape in Canada and the U.S., theme pieces, flow reports, model portfolios, trade ideas, and strategy reports. Their ETF research has been regularly featured in media outlets such as BNN, National Post, Canal Argent, and the Globe and Mail.
Daniel Straus joined National Bank’s ETF Research group in 2010. He holds a Bachelor’s degree in Applied Science and Engineering from the University of Toronto, a Ph.D. in Engineering from Brown University in Providence, Rhode Island, and a Master of Finance degree from the Schulich School of Business.

Kelly Tang, Director, Global Research & Design, S&P Dow Jones Indices
Kelly Tang is director, global research and design, at S&P Dow Jones Indices. Kelly is responsible for conceptualization, research, and design covering global strategy across different asset classes. Kelly publishes research papers related to capital markets and investment concepts geared for both retail and institutional channels.
Prior to joining S&P Dow Jones Indices in 2015, Kelly was a senior economics analyst at Bessemer Investment Management, reporting directly to the Chief Investment Officer. In addition to her work analyzing economic data trends and publishing reports for Bessemer’s client account managers, she also specialized as a commodities analyst for the firm’s Real Return Commodities Fund and a mid-cap financials analyst. Prior to Bessemer, Kelly worked on the sell-side at Sanford C. Bernstein & Co. covering brokerage stocks and in Goldman Sachs Asset Management investment management services division.
Kelly serves as Adjunct Professor at Fordham University’s Gabelli School of Business. In addition to undergraduate and graduate courses on portfolio management, Kelly teaches “Cases in Investor Relations,” a graduate course she designed. Kelly is a CFA Charterholder, a member of the New York Society of Security Analysts (NYSSA), and the CFA Institute. Kelly has a bachelor’s degree in history from Stanford University and a master’s in business administration from Harvard University.

Mark Yamada, President & CEO, PŮR Investing
Mark Yamada is President and CEO of PŮR Investing Inc. (PŮR). PŮR combines software development with portfolio management delivering innovative solutions to defined contribution pension plans and disruptive strategies to investment advisors and their clients. PŮR provides independent exchange-traded fund (ETF) analysis, risk-based portfolio construction and web-based tools including a multi-factor ETF screener and volatility drag calculator for use with leveraged ETFs. Mark lectures and writes about risk, volatility and portfolio construction in the U.S. and Canada and is a frequent speaker about the use of ETFs. He and his partners at PŮR are dedicated to providing better investment solutions to individual investors.

John Youn, Executive Managing Director, ETFs and Global Structured Products, Questrade Wealth Management
John Youn joined Questrade in 2013 as the Executive Managing Director of ETFs & Global Structured Products. He played a leading role in creating Questrade’s inaugural line-up of Smart ETFs, with the listing of six funds on the TSX in early 2015. He continues to drive the development and oversight of Questrade’s ETFs and in September 2015, two additional ETFs were listed.
John’s talent for identifying strategic opportunities in the market has been key to his success. His vision for Smart ETFs paved the way for strategic partnerships with leading firms such as Russell Indexes and Jarislowsky Fraser.
John began his career as an Investment Advisor with BMO Nesbitt Burns in 1997, where he was on the President’s List for growing $40 million for the company in three years. Since then, he has worked with industry-recognized firms including Barclays Global Investors, IA Clarington Investments, Claymore/Blackrock, Horizons ETFs, and BMO ETFs.

 
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