Speakers 2015 Vancouver

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)

Susanne Alexandor, Managing Director, Wealth Management, Cougar Global Investments
Pat Bolland, Media Consultant
Scott Boniferro, Product Manager, Invesco Canada
Bill Cavanagh, Owner, PeerConnect Inc.
Ngoc Day, Fee Only Financial Advisor, Macdonald, Shymko & Company Ltd.
Ted Dixon, Co-Founder, INK Research
Bobby Eng, Senior Vice President, Head of Sales, FT Portfolios Canada Co.

Jeff Hays, President, Hays Advisory
Stephen Hoffman, Vice President, Exchange Traded Funds, RBC Global Asset Management Inc.
Chris Konstantinos, Director of International Portfolio Management, RiverFront
Ryan Larson, Vice President, Product Management at Research Affiliates
J.P. Lavoie, Vice President, Sales, First Asset
Jason Leesui, National Sales Manager, SIA Charts
Derek Lovett, Analyst, Exchange Traded & Mutual Funds, Canaccord Genuity Wealth Management
Rohit Mehta, Senior Vice President, First Asset ETFs
Amelia Nedovich, Head, Business Development, ETFs & Structured Products, Toronto Stock Exchange
Joseph Pochodyniak, Portfolio Manager, HAHN Investment Stewards & Company Inc.
Jaime Purvis, Executive Vice-President, Horizons ETFs Management (Canada) Inc.
Yves Rebetez, Managing Director, Editor, ETFinsight
Stephen Robertson, Partner, Securities & Capital Markets Group, Borden Ladner Gervais
Kevin Rusli, Partner, Blake, Cassels & Graydon LLP
Brian J. Scott, Senior Investment Analyst, Vanguard

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
Frederic Viger, Managing Director, Global Equity Derivatives, National Bank Financial
Mark Webster, Vice President, Western Canada, BMO ETFs

Fiona Wilson, Portfolio Manager, Systematic Strategies, Guardian Capital LP
Mark Yamada, President & CEO, PŮR Investing

 

 

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.

 

 

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®.

Bill Cavanagh, Owner, PeerConnect Inc.
Bill has been involved in Financial Services, operations, for over 35 years. He was the chair of the CDS Operations Committee for 5 years and a member of that Committee for an additional 12 years. He has held senior, and executive, operations management positions at Dominion Securities, BMO Nesbitt Burns, CIBC Global Securities (now CIBC Mellon), RBC Investor Services, National Trust Company Global Securities. He has also been the Senior Program Manager for the development and implementation of AML and KYC systems at TD Waterhouse and BMO Capital Markets.

Ngoc Day, Fee Only Financial Advisor, Macdonald, Shymko & Company Ltd.
Born in Vietnam, Ngoc became a resident of British Columbia in 1980. She earned her Master of Science from the University of British Columbia (UBC) in 1988, and worked for a federal government agency, UBC, and a major Credit Union in BC prior to joining Macdonald, Shymko and Company Ltd. (MSC) in 2006. She became a principal of Macdonald, Shymko & Company Ltd. (MSC) in 2013.

Following her enthusiasm for financial planning and desire to support people in achieving their goals, Ngoc has earned the CFP® (Certified Financial Planner), CIM® (Canadian Investment Manager), R.F.P. (Registered Financial Planner) and TEP (Trust & Estate Practitioner) designations. She is registered under MSC’s Portfolio Manager status.

Ngoc is an active volunteer in a community organization whose goal is to help women achieve economic security. She enjoys music, cooking, and exploring the world with her family.

http://www.macdonaldshymko.com/in-the-press/bio/ngoc-day/

Ted Dixon, Co-Founder, INK Research
Ted Dixon is co-founder of INK Research. INK stands for Insider News and Knowledge and through www.inkresearch.com is Canada's first on-line financial news and research service providing investor insight into what public company executives and significant shareholders are doing with their ownership interests. He has also recently worked as a part-time lecturer in corporate finance at the British Columbia Institute of Technology. Before starting INK, he worked at the Connor, Clark & Lunn Financial Group where his responsibilities included portfolio strategy and product development. He has also been an analyst at the Fraser Institute and a treasury specialist at the TD Bank. In the early days, he was a floor trader on the Vancouver Stock Exchange. He is a Chartered Financial Analyst and member of CFA Vancouver (formerly The Vancouver Society of Financial Analysts). He holds an MBA in Financial Management from the University of Chicago, and a Bachelor of Commerce from UBC. In terms of volunteer work, his serves on the investment committee of the Fraser Academy Foundation and was Policy Chair for the BC Liberal Party (2011-2012).

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).

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.

Stephen Hoffman, Vice President, Exchange Traded Funds, RBC Global Asset Management Inc.
As Vice President, Exchange Traded Funds (ETFs), at RBC Global Asset Management (RBC GAM), Stephen leads the product development and management agenda for RBC GAM’s presence in the Canadian ETF market, and supports the utilization of RBC ETFs across all relevant distribution channels.
Previously at RBC GAM, Stephen was responsible for direct-to-investor strategies, working with RBC Direct Investing to develop and implement strategies to increase the profile of mutual funds with self-directed investors. Prior to that, he was responsible for product management of the RBC Funds and RBC Private Pools. As part of this role, Stephen led the re-design and re-launch of RBC Managed Portfolios, a proprietary mutual fund wrap program targeted at the mass affluent market.
Prior to joining RBC GAM in 2003, Stephen spent five years at TD Asset Management, were he was responsible for product development for TD Mutual Funds. He led a number of significant projects while at TD, including planning and executing the TD-CT mutual fund merger, and the design and launch of TD’s ETF initiative.
A CA, CPA and CFA, Stephen received an MBA in Finance and a Bachelor of Business Administration in Accounting from the Schulich School of Business at York University.

Chris Konstantinos, Director of International Portfolio Management, RiverFront
Chris serves as Director of International Portfolio Management with more than 14 years’ experience as an equity sector analyst, portfolio manager, and portfolio risk manager across domestic and international markets. In addition, he serves on the firm’s Operating Committee.
Chris has been with RiverFront since the company’s founding in 2008. He began his career in 2000 as a corporate finance analyst in the Technology sector at a predecessor to Wachovia Securities. He joined Wachovia’s Advisory Services Group in 2002 as an equity strategist, and worked in various capacities within equity strategy and portfolio management until his departure in 2008.
Chris earned his BS in Business Administration from the Kenan-Flagler School of Business at the University of North Carolina at Chapel Hill. Chris received his CFA designation in 2013 and is a member of CFA Virginia Society. He has successfully completed the FINRA Series 7, 66, 86 and 87 licensing exams. Chris is also a regular guest on the financial news channels (CNBC, Bloomberg) and is frequently quoted in the financial press.
The Art: It’s no wonder that Chris’ co-workers are always humming familiar tunes. In his spare time, Chris is an accomplished songwriter whose songs have been featured in television, movies and radio across the U.S. and overseas. His music counts fans across various demographics, but none more energetic than his two young children.

Ryan Larson, Vice President, Product Management at Research Affiliates
Ryan Larson is an investment specialist and product manager for the firm. He conducts investment research and manages products across a broad group of asset classes, including Research Affiliates equity strategies, commodities, and low volatility. Ryan provides capital markets and strategy investment communications to institutional plan sponsors and investment consultants. Ryan is responsible for the firm's investment reviews and authors various publications and research.
Ryan previously worked at the University of Oregon Foundation, where he conducted research on all aspects of the university's endowment, such as manager selection in the asset classes of long-only equity and fixed income, hedge funds, private equity, and real estate. Previously, he worked in asset class and manager research as a partner at CTC Consulting in Portland, Oregon, and at Citigroup Global Markets/Francis Investment Counsel as a director of investment analysis and research.
He is a member of CFA Institute and the CFA Society of Orange County. He also is a Chartered Alternative Investment Analyst.
Ryan received his BA from Lake Forest College with a major in finance and a minor in political science.

J.P. Lavoie, Vice President, Sales, First Asset
J.P. Lavoie is Vice President of Sales and brings over 20 years of experience in the financial services sector to his role at First Asset.
J.P. is responsible for sales in British Columbia across First Asset’s three product lines: exchange-traded funds, mutual funds and closed-end funds.
Prior to joining First Asset, J.P. spent six years as Senior Vice President of Wealth Management at Canaccord Capital. In this role, J.P. created and led the development of Canaccord’s fee based programs, including their SMA programs and discretionary programs. He also created a financial planning division, was responsible for the firm’s product line-up and was head of National Training.
J.P. holds a Chartered Financial Analyst designation.

Jason Leesui, National Sales Manager, SIA Charts
Jason has spent the last 15 years in the investment industry as a sales professional working directly with investment advisors at both a major investment dealer and a mutual fund company. For 5 years, he was responsible for facilitating a workshop that helped advisors develop and implement their own customized investment management systems into their practice. He has worked personally with over 350 advisors from every dealership, success level and business structure whether MFDA, IIROC or Portfolio Manager and has extensive experience with the investment systems utilized by the industry's top advisors. Jason lives in Vancouver since 2002 with his wife and son.

Derek Lovett, Analyst, Exchange Traded & Mutual Funds, Canaccord Genuity Wealth Management
Derek works with the Go Desk, Canaccord Genuity Wealth Management’s idea generation team, where he focuses on managed products such as mutual funds, hedge funds and exchange traded funds. A graduate of Simon Fraser University’s Economics program and holder of the Chartered Financial Analyst designation, he has 13 years of experience in the financial services industry, serving in a variety of roles including research, investment management and financial planning.

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.

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.

Joseph Pochodyniak, Portfolio Manager, HAHN Investment Stewards & Company Inc.
Joseph Pochodyniak is a Portfolio Manager in the Private Client Group of Hahn Investment Stewards. Joseph has 15 years investment experience and prior to his role with Hahn he managed equity investment portfolios for high net worth investors. Earlier in his career Joseph worked in the managed programs division of a major bank-owned asset management firm. Joseph is a graduate of the University of Toronto and a CFA Charter Holder.

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.

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.

Stephen Robertson, Partner, Securities & Capital Markets Group, Borden Ladner Gervais
Stephen Robertson is a Partner in Borden Ladner Gervais LLP’s Securities & Capital Markets Group. He focuses his practice on advising clients in a variety of sectors with respect to securities and investment management industry matters, including investment fund managers, dealers and portfolio advisors. He has been involved in advising with respect to the formation of public and private Canadian investment funds, as well as with respect to day-to-day operations and management of those funds. Stephen has a variety of additional expertise in the investment management industry field, including advising with respect to matters respecting registration under Canadian securities laws, exemptive relief applications, and developing policies and procedure manuals for compliance and regulatory matters. Stephen is a Director of Carousel Theatre Society, and is the Chair of the Securities Law Section of the British Columbia branch of the Canadian Bar Association.

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.

Brian J. Scott, Senior Investment Analyst, Vanguard
Brian J. Scott is a senior investment analyst in Vanguard's Investment Strategy Group. He is a member of the group responsible for capital markets research, the asset allocations used in Vanguard's fund-of-funds solutions, such Target Retirement Funds, as well as maintaining and enhancing the investment methodology used for advice-based relationships with high-net-worth and institutional clients. Previously, Mr. Scott served as a senior investment analyst in Vanguard's Portfolio Review Department, where he was responsible for engage with the institutional and advisory clients of Vanguard funds and contributed to the oversight of the managers of the funds. Mr.Scott has more than 16 years of experience in the investment management industry and holds the Chartered Financial Analyst (R) certification. Mr. Scott earned a bachelor's degree from Boston College and an M.B.A. from The Pennsylvania State University.

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.

Frederic Viger, Managing Director, Global Equity Derivatives, National Bank Financial
Frederic Viger is a Managing Director at National Bank Financial (NBF). Frederic is a senior member of the ETF trading team based in Montreal. The NBF ETF team is a leading participant in the ETF market. The desk is specifically responsible for providing clients with liquidity in a broad range of Canadian and US listed ETFs. Frederic’s main focus is leading the client facing sales trading coverage for the team.
Frederic has been a member of the Global Equity Derivatives group at NBF for 15 years. During this time Frederic traded multiple asset classes and many different products, predominantly facing institutional clients.

Mark Webster, Vice President, Western Canada, BMO ETFs
Mark is the BMO ETF team's representative for Western Canada. With over 25 years of experience in the financial services industry, Mark has covered many diverse forms of financial risk. He began his career as a professional indemnity broker, becoming a vice president at Minet International Professional Indemnity Ltd. (now part of AON), conducting risk analysis for the Big 8 global accounting firms, as well as some of the top U.S. law firms. He is responsible for overseeing the proliferation of ETFs throughout Canada's vast western region and providing support to portfolio managers from the Pacific (Duncan B.C.), to the Lakehead (Thunder Bay, Ontario). He has worked as a retail investment advisor with RBC DS; in the mutual fund industry with First Trust Portfolios; and has held several other positions in the pension industry. He brings with him a Master’s degree in Russian History from McGill University and several CSI accreditations.

Fiona Wilson, Portfolio Manager, Systematic Strategies, Guardian Capital LP
Ms. Wilson is a portfolio manager for Systematic Strategies for Guardian Capital LP, and has been a Portfolio Manager on the Fund since its April 2014 inception. Prior to joining the firm, she owned and operated an independent financial consulting practice. Previous experience includes roles as an options trader and a portfolio manager of global derivative instruments. She received a BA from the University of Western Ontario, obtained her Honours Bachelor of Commerce and MBA from the University of Windsor, and holds the Chartered Financial Analyst designation.

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.

 
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