Speakers 2016 Vancouver

 

KEYNOTE SPEAKERS

Dave Nadig, Director, ETFs, FactSet

Dave Nadig, Director, ETFs, FactSet
Dave Nadig is VP and Director of Exchange Traded Funds at FactSet Research Systems, where he spearheads the in depth ETF and asset class research of the FactSet ETF Team. Dave has been involved in researching, reporting and analyzing the investment management industry for more than 20 years. As the Chief Investment Officer of ETF.com, the leading independent authority on Exchange Traded Funds, he build the world’s most authoritative ETF data and analytics business (sold to FactSet in 2015). As a Managing Director at Barclays Global Investors, Dave helped design and market some of the first exchange-traded funds. With partner Don Luskin, he went on to found MetaMarkets.com, a revolutionary transparent mutual fund company that pushed fund disclosure to the top of the SEC agenda. As co-founder at Cerulli Associates in the early '90s, he conducted some of the earliest research on fee-only financial advisers and the rise of indexing. Dave is widely quoted in the financial press, a regular speaker at finance conferences, and publishes a widely read blog at ETF.com. He’s has an MBA in Finance from Boston University.

LEADING FACULTY (by last name)

Jeff Anderson, Managing Director, Barclays
Tim Anderson, Chief Fixed Income Officer, RiverFront Investment Group
Eric Balchunas, Senior ETF Analyst & Funds Product Specialist, Bloomberg
Natalia Bandera, Director, Equities and Funds Structuring Markets, Barclays
Lewis Bateman, Founder, Chief Executive Officer, Sphere Investments
Pat Bolland, Media Consultant
Scott Boniferro, Vice President, Global Investment Strategies, Invesco Canada
Navid Boostani, Co-Founder & CEO, ModernAdvisor
Adam Butler, CEO, ReSolve Asset Management
Rob Carrick, Personal Finance Columnist, The Globe and Mail
Randy Cass, CEO, Founder, Portfolio Manager, Nest Wealth
Bill Cavanagh, Owner, PeerConnect Inc.
Christina Collini, Senior Manager, Strategy & Implementation, BMO Financial Group
Rich Donovan, CEO, The Return on Disability Group
Bobby Eng, Vice President, State Street Global Advisors, Ltd. & Head, SPDR ETF Business Development for Canada
Camilo Gil, Director, Institutional ETF Services, Equity Markets, CIBC World Markets
Tom Goodwin, Senior Director of Research, FTSE Russell
Steven Hawkins, President and Co-CEO, Horizons ETFs Management (Canada) Inc.
Chris Heakes, Vice President & Portfolio Manager, BMO Asset Management
Stephen Hoffman, Vice President, Exchange Traded Funds, RBC Global Asset Management Inc.
Neville Joanes, Portfolio Manager & CCO, WealthBar
Josiane Lanoue, Senior Manager, Business Development, Equity Derivatives at Montréal Exchange
Jason Leesui, Executive Vice-President, SIA Wealth Management
Dave Nugent, Portfolio Manager & CCO, Wealthsimple
Alex Perel, Director, ETF Trading, TD Securities Inc.
Mike Philbrick, President, ReSolve Asset Management
Joseph Pochodyniak, Portfolio Manager, Private Client Group, Forstrong Global Asset Management Inc.
Jaime Purvis, Executive Vice-President, National Accounts, Horizons Exchange Traded Funds Inc.
Anita Rausch, Director, Capital Markets, WisdomTree
Angus Rogers, Vice President, Senior Portfolio Manager, High Yield Bond, Fiera Capital
Kevin Rusli, Partner, Blake, Cassels & Graydon LLP
Stacey Steinberg, Vice President ETF Distribution, Mackenzie Investments
Daniel Straus, Ph.D., M.Fin., ETF Research & Strategy, Derivatives & Structured Products, National Bank Financial
Michael Walton, Managing Director, Business Management, Sage Advisory
Mark Webster, Vice President, Western Canada, BMO ETFs

Ian Williams, Managing Director, Trading & Sales, ITG Canada Corp.
Jamie Wise, Founder, BUZZ Indexes and President, CEO, Periscope Capital
Mark Yamada, President & CEO, PŮR Investing

Jeff Anderson, Managing Director, Barclays
Jeffrey Anderson is a Managing Director and Head of the Institutional team for EFS Sales, Americas at Barclays. Based in New York, Mr. Anderson is responsible for managing a team that focuses on North American public and corporate pensions, consultants, endowments and foundations within the public and private markets investable space across multiple asset classes.
Mr. Anderson joined Barclays in 2005 from Merrill Lynch where he worked in a similar capacity. Prior to that, he was at Fidelity Investments where he was a Trader on the Investment Grade Trading desk.
Mr. Anderson received an MBA from Columbia's Graduate School of Business and received a BA from Skidmore College.

Tim Anderson, Chief Fixed Income Officer, RiverFront Investment Group
Tim serves as Chief Fixed-Income Officer, with over 20 years of experience in every aspect of the fixed-income arena. In addition, he serves on the firm’s Operating Committee.
Prior to launching Riverfront, Tim served as the Chief Fixed-Income Strategist at Wachovia Securities, holding that title from 2004 until joining Riverfront. In this role, he was responsible for managing the traditional and alternative fixed-income holdings in the firm’s discretionary, actively-managed portfolios. In addition, he was charged with developing, implementing, and communicating fixed-income strategies.
Tim began his post-graduate investment career with a 7 year stint in Minnesota, working as a credit analyst and portfolio manager for the St. Paul Companies and Investment Advisors. In 1998 Tim began his working relationship with many of his current co-workers, when he moved to Richmond to serve as High Yield Portfolio Manager for Mentor Investment Group. When Mentor was merged with Evergreen, he was named Director of Corporate Bonds and moved to Charlotte, NC. From 2001-2004 Tim returned to his hometown of Chicago and worked as a high yield portfolio manager for Harris Investment Management Company and as a senior high yield trader for Calamos Investments.
Tim earned a BS in Finance from DePaul University and an MBA from the University of Chicago. He received his CFA designation in 1993.

Eric Balchunas, Senior ETF Analyst & Funds Product Specialist, Bloomberg
Eric Balchunas is an ETF Analyst at Bloomberg. In this role, he manages ETF data on the Bloomberg terminal. He also appears in a weekly on-air segment for Bloomberg TV and Radio called "Exchange-Traded Friday" in which he discusses different ETFs and the way investors can utilize them.
In addition, he is responsible for training clients and conducting seminars on how to use Bloomberg to find and analyze ETFs. He also puts out the Bloomberg ETF Newsletter and is a regular speaker at Bloomberg events. Eric has also written numerous articles on ETFs for Bloomberg Markets magazine and is a regular contributor to Bloomberg's personal finance blog called Ventured&Gained.
Prior to joining the ETF team, Eric was a Public Relations Associate with Bloomberg. Before joining Bloomberg in 2000, Eric worked as a reporter for Institutional Investor Magazine. Eric holds a bachelor's degree in Journalism and Environmental Economics from Rutgers University.

Natalia Bandera, Director, Equities and Funds Structuring Markets, Barclays
Natalia Bandera is a Director in the Equity and Funds Structured Markets team at Barclays, based in New York. She is responsible for structuring and developing new innovative equity product ideas, strategies and indices for institutional, private banking and investment advisor clients.
Natalia joined Barclays in 2008 from Lehman Brothers where she structured and priced equity and cross-asset hybrid structured products for the firm’s institutional and private banking clients. Previously she spent four years at TD Securities trading interest rate derivatives.
She holds a Master of Science in Financial Engineering from Columbia University and a Bachelor of Commerce from the University of Toronto.

Lewis Bateman, Founder, Chief Executive Officer, Sphere Investments
A recognized leader in the global ETF industry, Lewis has held a number of senior executive positions with large ETF providers. In his current role, Lewis leads a team responsible for Trading, Operations, Technology, Sales and Marketing functions.
With more than 17 years of cross-border experience in trading, business development and sales management, Lewis’ previously experience includes leadership roles on both buy-side/sell-side as well as private equity.
Lewis is a key industry insider and sought after global speaker residing in Toronto.

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, Vice President, Global Investment Strategies, Invesco Canada
As Vice President, Global Investment Strategies, Mr. Boniferro interacts with investment teams and economists across Invesco globally, distilling their views and strategies for the Canadian market. Mr. Boniferro brings a clear, precise and actionable view of the investment landscape to advisors across the country. Working closely with leading index providers, he is a strong proponent of smart beta indexing, with a deep understanding of exchange-traded fund (ETF) portfolio implementation, liquidity analysis and trade execution.
Prior to joining the Global Investment Strategies team, Mr. Boniferro focused on PowerShares smart beta strategies as a product manager, a position he held since joining Invesco in 2011. Previously, he was with TD Wealth Management where he worked closely with investment advisors and financial planners in sales support and practice management.
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®.

Navid Boostani, Co-Founder & CEO, ModernAdvisor
Navid Boostani is co-founder and CEO of ModernAdvisor. He holds a Master of Engineering degree from UBC, and is a CFA and CIM charterholder.
An entrepreneur at heart, Navid is passionate about utilizing his problem solving skills and his in-depth knowledge of financial markets to improve the investment management industry in Canada.
Navid began his education in the financial industry in 2006, and became a full-time investor and an independent advisor in 2008. During this time, Navid identified high costs, lack of transparency, and biased advice as problems in the retail investment management market. He founded ModernAdvisor to offer a better alternative to Canadian investors at the end of 2013.

Adam Butler, CEO, ReSolve Asset Management
As CEO of ReSolve Asset Management, Adam brings to bear 13 years of investment experience to direct almost $200 million of quantitative ETF Managed Portfolio solutions across more than a dozen global asset allocation mandates. A passionate writer and educator, Adam is an author of the book Adaptive Asset Allocation (Wiley 2016), and is lead author on ReSolve’s research blog, GestaltU, as well as seven research papers related to asset allocation, portfolio optimization, and distribution strategies. Adam has been a Portfolio Manager since 2007, and holds both CFA and CAIA charters.

Rob Carrick, Personal Finance Columnist, The Globe and Mail
Rob Carrick has been writing about personal finance, business and economics for more than 25 years. He joined The Globe and Mail in late 1996 as an investment reporter and has been personal finance columnist since November 1998.
Rob's personal finance columns appear in The Globe on Monday and Friday, and his Portfolio Strategy column for investors appears every other Saturday. Rob also produces a free twice-weekly personal finance newsletter called Carrick on Money, and he's written or co-written five books. The latest is called How Not to Move Back in With Your Parents: The Young Person's Complete Guide to Financial Empowerment.

Randy Cass, CEO, Founder, Portfolio Manager, Nest Wealth
Randy brings over 15 years experience in the financial services industry to Nest Wealth.
Prior to founding Nest Wealth, Randy managed quantitative portfolios at the Ontario Teachers’ Pension Plan and institutional assets at Orchard Asset Management. Randy’s previous company, First Coverage, won multiple awards as a top start-up including a financial services Morningstar award for best use of Technology in Canada before it was ultimately sold in 2011. Randy hosted Market Sense on BNN between 2012 and 2014.
Randy is committed to providing Canadians with a personalized and professional wealth management solution that lets them keep more of their money.

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.

Christina Collini, Senior Manager, Strategy & Implementation, BMO Financial Group
Christina has over 13 years industry experience and, since December 2012, serves as a Senior Manager on BMO GAM’s Product Implementation Team. Christina is focused on product development and management of BMO GAM’s mutual funds and ETFs, leading the implementation of product changes and launches, including the recent BMO Women in Leadership Fund.
Christina holds a Master of Business Administration from McMaster University and a Bachelor of Science, Specialized Honours, from the University of Guelph.

Rich Donovan, CEO, The Return on Disability Group
Rich Donovan is Founder/CEO of The Return on Disability Group and is a globally recognized subject matter expert on the convergence of disability and corporate profitability. He has spent more than 10 years focused on defining and unlocking the economic value of the disability market for large companies and governments globally. Rich created the Return on Disability concept and model, the first of its kind. The Barclays Return on Disability ETN listed on the New York Stock Exchange on September 11th, 2014 under the ticker RODI.
Rich provides corporate and government clients with insights and tools to act on disability as a global emerging market. His proprietary and proven process translates disability success factors into specific actions that create sustainable value. His Annual Report, The Global Economics of Disability, is featured on the European Union web site and is frequently quoted by businesses, governments and NGOs when defining the size, scope and value of the disability market. He is frequently invited to addresses corporate and government audiences with his insights on the emerging market of disability.
Rich founded Lime (2006), the leading third party recruiter in the disability space, where he worked with Google, PepsiCo, Bank of America/Merrill Lynch, IBM, TD Bank and others to help them attract and retain top talent from within the disability market. Identified as a best practice by the U.S. Department of Labor and featured in the Wall Street Journal, Lime does one thing very well-find great talent.


Rich Donovan: Return on Disability

Bobby Eng, Vice President, State Street Global Advisors, Ltd. & Head, SPDR ETF Business Development for Canada
Bobby is a Vice President at State Street Global Advisors, Ltd and Head of SPDR ETF Business Development for Canada. Bobby focuses on the distribution of SPDR ETFs to institutional investors throughout Canada including pension plans, endowments, foundations, insurance companies, investment consultants, asset managers and banks.
Prior to this role, Bobby spent over 3 years at First Trust Portfolios Canada as Senior Vice President and Head of Sales responsible for overall sales and distribution. He was also Director & Vice President, Head of National Accounts at Blackrock Asset Management responsible for asset managers and brokerage senior executive relationships. Bobby was instrumental in the success of the iShares, Exchange Traded Funds business in Canada being responsible for sales and business development across Canada. Bobby also held sales and relationship management roles at Fidelity Investments and National Bank of Canada.
Bobby holds a Bachelor's degree in Finance from Concordia University and holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultant Association (IMCA).

Camilo Gil, Director, Institutional ETF Services, Equity Markets, CIBC World Markets
Mr. Gil joined CIBC Capital Markets in 2010 and is responsible for the exchangetraded 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 Capital Markets’ 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.

Tom Goodwin, Senior Director of Research, FTSE Russell
Tom Goodwin is Senior Research Director for FTSE Russell. Based in New York, he has recently focused on “smart beta” indexes and speaks on this and other index topics at conferences and media events. He is the author of numerous white papers on investing and benchmarking with FTSE Russell Indexes, including a comprehensive guidebook on the range of smart beta indexes and their uses in client portfolios.
Tom is a financial economist with more than 15 years experience developing research and solutions for asset owners. His areas of focus have included capital markets research, asset allocation, factor allocation, forecasting, performance measurement, and risk budgeting. Holder of both US and UK passports, Tom served as Head of Capital Markets research in London as well as many other roles within Russell Investments, including Director of Portfolio Strategies. Tom has also held the position of Chief Economist for King County in Seattle, Washington.

Steven Hawkins, President and Co-CEO, Horizons ETFs Management (Canada) Inc.
Areas of Expertise: ETFs, Company Initiatives, Financial Regulation
Years of Experience: 28
Steven J. Hawkins currently serves as President and Co-Chief Executive Officer, Horizons ETFs Management (Canada) Inc. In his role at Horizons ETFs, Mr. Hawkins oversees the management and investment management for its suite of ETFs in Canada, Colombia and certain USA and Australian sub-advised ETFs. As Co-CEO, Mr. Hawkins is jointly responsible for leading the development and execution of Horizons’ short and long term strategy and is ultimately responsible for the day-to-day management decisions of the company.
Prior to this, from 2006 to 2011, Mr. Hawkins worked as a member of the executive team and board member with several of the entities primarily within the asset management group of Jovian Capital Corporation. At the time, Jovian Capital was a public company listed on the TSX and managed approximately $12.5 billion of client assets. From 2000 to 2006, Mr. Hawkins served in a dual capacity as Chief Investment Officer and Senior Vice-President, Compliance and Risk Management, for First Asset Investment Management Inc., as well as Vice-President, Compliance, for its then parent company, AMG Canada Inc.

Chris Heakes, Vice President & Portfolio Manager, BMO Asset Management
Chris joined BMO Asset Management in 2010, and is a portfolio manager of equity, derivatives-based and multi-asset portfolios for the ETF and Global Structured Investments group. Chris also trades equity options and foreign exchange for the firm. His several years of industry experience includes a role as a quantitative equity research associate, and work in investment funds product and client support. He holds a Masters of Finance from the University of Toronto, Rotman School of Management (Dean's List), where he studied investments, including derivatives and derivative pricing. Chris also holds a Bachelor of Arts degree from the University of Waterloo, with studies in History and Mathematics, and is a CFA charterholder.

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.

Neville Joanes, Portfolio Manager & CCO, WealthBar
Prior to joining WealthBar as its Chief Compliance Officer in 2013, Neville Joanes was interested in digitizing wealth management, innovating technology to advance the financial industry, and bringing transparency to clients. Today he oversees investment strategy, asset allocation, ETF selection and investment operations as WealthBar’s portfolio manager. It’s a massive job but well suited to Neville, who not only built Wealthbar’s portfolios but in his previous role was responsible for over $500 million of assets at a Canadian investment firm.
With over 10 years of experience in financial services, Neville has held roles at Mackenzie, TD Bank and Horizon ETFs, and is experienced in analysis, product development, trading and asset management.
Making the bold decision to move into financial tech with WealthBar has fulfilled Neville’s passion of bringing financial innovation to Canadians. Through WealthBar, Neville has seen leading edge technology be leveraged to service clients at a rate that is fast, convenient, and tailored to their needs.

Josiane Lanoue, Senior Manager, Business Development, Equity Derivatives at Montréal Exchange
Josiane initially studied in actuarial mathematics at Concordia University in Montréal to later pursue the completion of her bachelor degree in Finance at John Molson School of Business. She made her entry in the investment world as a preferred client relationship consultant at BMO InvestorLine where she overlooked the high net-worth clientele of the firm. She joined the Montréal Exchange in 2009 as a business development manager. She currently looks after the equity derivatives market in Canada and is responsible of strategic partnerships with investment advisors, portfolio managers and trading desk across the country.

Jason Leesui, Executive Vice-President, SIA Wealth Management
Jason has spent the last 16 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 500 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.

Dave Nugent, Portfolio Manager & CCO, Wealthsimple
Dave is Wealthsimple's Portfolio Manager and Chief Compliance Officer, overseeing all client investment activities. Dave brings nearly a decade of wealth management and trading experience, most recently serving as Investment Advisor at RBC Dominion Securities where he shared management of $300MM in client assets. Dave has completed the CIM and PDO qualification exams. Dave holds a BA from Huron University College where he was elected President of the student council.

Alex Perel, Director, ETF Trading, TD Securities Inc.
Alex is Director, ETF Trading at TD Securities, where he leads the firm's ETF market-making and client facilitation activities. In addition, he is a regular contributor to TD's Index and Market Structure research, focusing on regulatory and market structure issues. Since joining TD in 2003, Alex has been active in a number of roles in both the institutional and retail equity businesses. Previously, Alex worked the field of transaction processing and e-commerce. Alex also serves as a Governor of the Security Traders Association. He holds a Bachelors of Mathematics degree from the University of Waterloo, and is a CFA charterholder.

Mike Philbrick, President, ReSolve Asset Management
Mike has over 20 years of experience in investment management, including 6 years as a Portfolio Manager, and is a Chartered Investment Manager and Accredited Investment Fiduciary. He is responsible for investment decisions, coaching, and strategic leadership, and has co-authored several whitepapers. Mike spent time at Nesbitt Burns and as a Branch Manager at Scotia McLeod
before being recruited to Richardson GMP’s flagship Toronto branch in 2005, where he was instrumental in building a team of 35 Advisor groups managing over $3 billion in Assets Under Administration during his 6 year stay. Subsequently, Mike, along with his partners, Adam and Rodrigo, continued to evolve their quantitatively focused investment methodology as a Portfolio Manager at Macquarie Private Wealth and Dundee Goodman Private wealth before launching ReSolve Asset Management.
Mike is also the co-author of “Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times - and Bad” – Currently #1 New Release in Business Finance on
Amazon.com.

Joseph Pochodyniak, Portfolio Manager, Private Client Group, Forstrong Global Asset Management Inc.
Joseph Pochodyniak is a Portfolio Manager in the Private Client Group of Forstrong Global Asset Management. 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, National Accounts, Horizons Exchange Traded Funds 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.

Anita Rausch, Director, Capital Markets, WisdomTree
Anita Rausch is Director of Capital Markets at WisdomTree. The Capital Markets group is involved in all aspects of our ETFs including product development, bringing new products to market, and working with the client base on trading strategies and best execution strategies. Anita is responsible for the relationships with the trading community and works with them to support the liquidity of the WisdomTree ETFs. Anita has worked with ETFs for over 15 years and saw the evolution of product types, client adoption and trading first hand. She contributes to WisdomTree’s blogs, educational content and speaks to client groups on best trading practices. Prior to joining WisdomTree, Anita was an Executive Director on the JP Morgan ETF trading desk where she priced and positioned trades for a wide subset of clients across all ETFs. Anita started her career at Morgan Stanley and became an Executive Director co-heading the ETF trading desk. She was in charge of making markets for the firm’s clients in the International ETF product. Anita is also a major contributor to both of David Abner’s books, The ETF Handbook (Wiley, 2010) and The Visual Guide to ETFs (Bloomberg, 2013).

Angus Rogers, Vice President, Senior Portfolio Manager, High Yield Bond, Fiera Capital
Angus was the head of High Yield Trading and Co-head of Leverage Finance Department at Jeffries Group LLC. in Stamford, Connecticut. During his eight years at Jefferies, Angus oversaw a team of six traders and managed a total book size of US$500 million. Prior to that, he was Head of Trading/Co-Head of High Yield Group for RBC Capital Markets in New York.
Angus has over 26 years’ experience in both U.S. and Canadian high-yield and has been Managing Director at RBC Capital Markets in both New York and Toronto. He has a Bachelor’s degree in Economics, Politics, and Philosophy from the University of Western Ontario (1988) and received his CFA designation in 1992.

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. Kevin is ranked by Chambers Canada in Canada's Leading Lawyers for Business 2016 (Investment Funds).

Stacey Steinberg, Vice President ETF Distribution, Mackenzie Investments
Stacey recently joined Mackenzie Investments as the ETF specialist for Western Canada. She has over 20 years of investment industry experience with detailed and extensive knowledge of the ETF and mutual fund landscapes globally and nationally. She has spent close to 15 years in consultative sales and placement of ETFs covering 4,000 retail and institutional clients for major ETF firms, iShares, Vanguard and Horizons.
Stacey has a BA from the University of Calgary, a CIM designation and several CSI accreditations. She is currently a Level 2 CFA candidate.

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.

Michael Walton, Managing Director, Business Management, Sage Advisory
Michael serves as a Managing Director of Business Development. Michael received his Bachelor of Business Administration Degree from Texas Tech University in Lubbock, Texas. Before joining Sage, Michael was previously employed with U.S. Fiduciary, LLC (USF) in Houston, Texas as the Director of Wealth Management services. While at USF Michael was responsible for the design, development and supervision of the USF Wealth Management Platform. Prior to his professional experience with USF, Michael worked from 1996 through 2007 with AIM Distributors, Inc. in a variety of senior marketing and supervisory roles within the organization's internal marketing and financial advisor sales group. Michael comes to Sage with a strong background in Wealth Management Services as well as institutional distribution system design and management.

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.

Ian Williams, Managing Director, Trading & Sales, ITG Canada Corp.
Mr. Williams heads ITG Canada’s High-touch Trading Desk. This group includes experts in portfolio trading, block sourcing, and ETF liquidity. Mr. Williams is responsible for all trading related businesses and electronic trading products at ITG Canada including ITG’s growing ETF business.
Mr. Williams has more than 15 years experience in the brokerage and investment industry and previously held the role of President at Perimeter Markets Inc. and Head of Trading at TD Asset Management.
Mr. Williams has a BA in Economics from York University in Toronto, and holds a Chartered Financial Analyst (CFA) designation.

Jamie Wise, Founder, BUZZ Indexes and President, CEO, Periscope Capital
Jamie Wise is the Founder of BUZZ Indexes and the President and Chief Executive Officer of Periscope Capital, a Toronto-based hedge fund manager. BUZZ Indexes creates and maintains proprietary quantitative index and portfolio strategies based on Big Data analytics models. Established in 2009, Periscope Capital is an alternative investment asset manager focused on cross-asset arbitrage strategies. Previously, Mr. Wise was a managing director at Moore Capital Advisors Canada, a multi-strategy Canadian-focused hedge fund. Prior to Moore Capital, Mr. Wise was a Managing Director and Portfolio Manager at the Bank of Montreal where he led an internal proprietary trading group. At BMO, Mr. Wise was appointed the youngest Managing Director in the firm’s history. Mr. Wise has an undergraduate business degree (hons.), graduating first in his class from the Ivey School of Business at the University of Western Ontario in 1998. Mr. Wise holds a Chartered Financial Analyst (CFA) 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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Sponsor and Speaking Opportunities and Press Inquiries
If you're interested in sponsorship and speaking opportunities, or if you are a member of the media interested in attending the event please contact:

Sara Kasuji
kasuji@radiusfinancialeducation.com

T: 416.306.0151

General Questions

If you have a general question about the Forum please contact:
info@exchangetradedforum.com