Speakers 2016 Toronto

KEYNOTE SPEAKERS


Matt Hougan, CEO, Inside ETFs

Dave Nadig, Director, ETFs, FactSet

Matt Hougan, CEO, Inside ETFs
Matt Hougan is president of Inside ETFs, the world’s leading authority on ETFs. In this position, he oversees all of the company’s editorial, data and analytical, and conferences.
Matt is quoted regularly in the Wall Street Journal, Barron’s, Investor’s Business Daily, Fortune, Forbes, TheStreet.com, MarketWatch.com and the Associated Press, and was recently named of the 25 most influential people in the ETF industry. He is a regular guest on CNBC, and was recently named to Registered Rep’s “Ten to Watch in 2012” list.
Prior to joining Inside ETFs in 2006, Hougan ran a strategic communications firm providing speechwriting services to Fortune 500 CEOs, U.S. and foreign government agencies, and select nonprofits. Earlier, he was the lead biotech analyst for Open Fund, the world's first transparent mutual fund. Hougan is a 1998 graduate of Bowdoin College.

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
Ted Bader, President, SIA Wealth Management
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
Rob Carrick, Personal Finance Columnist, The Globe and Mail
Randy Cass, CEO, Founder, Portfolio Manager, Nest Wealth
Paul Domjan, Managing Director, Head of Research Products, Partnerships and Client Delivery, Roubini Global Economics
Rich Donovan, CEO, The Return on Disability Group
Andrew Dorrington, Partner, 21st Avenue Partners
Deborah Frame, President & CIO, Frame Global Asset Management
Camilo Gil, Director, Institutional ETF Services, Equity Markets, CIBC World Markets
Rob Glownia, Fixed Income Analyst, RiverFront Investment Group
Tom Goodwin, Senior Director of Research, FTSE Russell
Kevin Gopaul, Senior Vice President and CIO, Global Structured Investments, BMO Asset Management Inc.
Marc Guerin, Director, Member Education, Mutual Fund Dealers Association of Canada
Chris Heakes, Vice President & Portfolio Manager, BMO Asset Management
Stephen Hoffman, Vice President, Exchange Traded Funds, RBC Global Asset Management Inc.
Rob Ivanoff, FPR/ETF Business Review/Boston
Rod Jones, Head of North America, STOXX
Vandana Juneja, Senior Regional Director, Central Canada, Catalyst
Richard Kang, Richard Kang, Co-founder, Emerging Global Advisors LLC, EGShares ETFs
Michael Katchen, Founder & CEO, Wealthsimple
Ron Landry, Executive Director, ETF Services, CIBC Mellon
Josiane Lanoue, Senior Manager, Business Development, Equity Derivatives at Montréal Exchange

Alfred Lee, Vice President, Portfolio Manager, Investment Strategist Global Structured Investments, BMO Asset Management Inc.
Tyler Mordy, President & CIO, Forstrong Global Asset Management Inc.
Justin Oliver, Vice President, Exchange Traded Funds, BMO Global Asset Management
Alex Perel, Director, ETF Trading, TD Securities Inc.
Mike Philbrick, President, ReSolve Asset Management
Jaime Purvis, Executive Vice-President, National Accounts, Horizons Exchange Traded Funds Inc.
Kapil Ramgirwar, Senior Manager, KPMG LLP
Anita Rausch, Director, Capital Markets, WisdomTree
Angus Rogers, Vice President, Senior Portfolio Manager, High Yield Bond, Fiera Capital
Daniel Straus, Ph.D., M.Fin., ETF Research & Strategy, Derivatives & Structured Products, National Bank Financial
Mark Yamada, President & CEO, PŮR Investing
John Youn, Executive Managing Director, ETFs and Global Structured Products, Questrade Wealth Management

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.

Ted Bader, President, SIA Wealth Management
Ted has been in the ETF industry since 2004. 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.

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®.

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.

Paul Domjan, Managing Director, Head of Research Products, Partnerships and Client Delivery, Roubini Global Economics
Paul Domjan is Managing Director, Head of Research Products, Partnerships and Client Delivery. Paul led the development of Quantitative Country Analytics, the core analytical model used by Country Insights, which was acquired by Roubini Global Economics in 2012. Prior to setting up Country Insights, Paul was a director of JH&Co, where he was responsible for work on economic competitiveness and natural resources and was the process lead for scenario thinking and stakeholder engagement. He is active in policy, most recently as a special adviser to the Energy and Climate Change Select Committee of the UK parliament. He has been a member of the executive committee of the Constellation Energy Institute; an Energy Fellow at the Stockholm Network; and a British Marshall Scholar at Wolfson College, University of Oxford. He has advised on energy, energy technology and climate on a number of major projects of the Atlantic Council, Chatham House, CSIS and the Heritage Foundation. Paul previously served as the first energy security adviser to the U.S. European Command of the U.S. Department of Defense. Prior to this, Paul was the deputy political analyst in the scenario planning group at Royal Dutch/Shell. He has also consulted on the oil and gas industry for the World Bank. He holds a master's of philosophy from Oxford and a bachelor's degree from the University of Texas at Austin, and has also studied at the Budapest University of Economic Sciences and Public Administration, the Middlebury College Russian School and Reed College.

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

Andrew Dorrington, Partner, 21st Avenue Partners
Andrew Dorrington is a partner with 21st Avenue Partners which provides strategic counsel to financial services companies and their senior executives.
Andrew’s career is anchored in the wealth management industry where he was Head of Strategy at AIM Trimark (now Invesco Canada) and, more recently at DundeeWealth (now part of Scotia Bank).
His career also includes strategy consulting at McKinsey & Company, investment banking with Deutsche Bank and venture capital with Anglo American/DeBeers.
Andrew combines an exceptional ability to devise corporate and career strategy with the pragmatism that successfully delivers sustainable results. The FOCUS is thinking differently about ‘how you tell your story and to whom you tell it’.
Versatile in complex environments, Andrew is an astute consensus-builder with a non-hierarchical problem-solving style and recognized creativity in coaching and mentoring.

Deborah Frame, President & CIO, Frame Global Asset Management
Deborah is President and CIO of Frame Global Asset Management, an ETF Managed Portfolio Strategist, launched in October 2015. Deborah has held executive positions over the past 30 years at a number of major Canadian life insurance and investment firms and has sat as a board member of both public and private companies. Most recently, she was Vice President Investments at Cougar Global Investments and prior to that she was Chief Investment Officer at Empire Life in Canada. While at Cougar Global, she worked with the team involved with qualitative and quantitative asset allocation models that focused on downside risk optimization and the use of Exchange Traded Funds. She holds an MBA from York University in Finance and an undergraduate degree in Economics and Business from the University of Guelph. She is a registered Portfolio Manager - Advising Representative with the Ontario Securities Commission, a CFA Charterholder and a member of the Governance Committee of the Toronto Society of Financial Analysts.
Deborah is also the Co-Head of the Canadian Chapter of Women in ETFs. Founded in January 2014, Women in ETFs encourages and supports women in the ETF industry in the United States, Canada, Europe and Asia Pacific.

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.

Rob Glownia, Fixed Income Analyst, RiverFront Investment Group
Rob is an analyst with 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.
The Art & Science: Rob loves to eat. Similarly, he loves to cook. Whether it is preparing chili during the Bills games or lasagna at the holidays, Rob finds refuge in the kitchen.

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.

Kevin Gopaul, Senior Vice President and CIO, Global Structured Investments, BMO Asset Management Inc.
Kevin's vast industry experience in global index and active strategies is a key asset to the ETF team. Previously, he served as Principal, Portfolio Manager at Barclays Global Investors Canada where he played an integral role in overseeing the management of Exchange Traded Funds and Institutional mandates.
In addition to his current responsibilities at BMO Asset Management Inc., Kevin continues to be an active participant in the financial services industry, serving as a member of the Standard & Poor's Advisory Panel, and the Dow Jones Global Index Committee. Kevin studied Economics, Finance and Computer Science at the University of Waterloo.

Marc Guerin, Director, Member Education, Mutual Fund Dealers Association of Canada
Marc Guerin has been with the MFDA since April 2001. As part of the MFDA's Member Education initiative, Marc is involved in providing Members with educational material on current industry issues and best practices guides for complying with regulatory requirements. Previously Marc was a Manager in the Sales Compliance Department monitoring the conduct of Members and Approved Persons. Prior to joining the MFDA, Marc held various supervisory positions with securities dealers and banking institutions.
Marc is a CFA® charterholder, holds a Bachelor of Commerce degree from Queen’s University and a Master of Laws degree from Osgoode Law School.

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.

Rob Ivanoff, FPR/ETF Business Review/Boston
Rob Ivanoff is a President of Financial Products Research (FPR), based in Boston. At his current role he publishes the ETF Business Review, strategic weekly report written for fund firms. His work and commentary on ETF and mutual fund trends has been featured in the Wall Street Journal, Financial Times, New York Times and other newspapers. Rob has worked closely with some of the largest fund manufacturing firms providing intelligence, competitive insight, and market positioning. He is also the contributing author of the first study ever written on actively managed ETFs. Before the study he met with Clayton Christensen, business professor at Harvard University (best-selling author on the topic of innovation) and after further analysis went on record as the first person communicating to the media that "ETFs are disrupting traditional fund products". Rob is a member of the E-Club at MIT-Cambridge. He is a graduate of Boston University.

Rod Jones, Head of North America, STOXX
Rod Jones is head of North America at STOXX, Limited. In this role, he is responsible for the firm’s operations and business development efforts in the North America region.
Rod previously worked at MSCI Barra heading the hedge fund and broker dealer client coverage teams in the United States.
Prior to Barra, Rod spent 8 years at Frank Russell Company (Russell Investment Group) in various analyst roles including Russell’s US consulting practice.
Rod has extensive business management expertise related to index products, ETFs, funds, notes and other product structures. He also has extensive expertise developing index ideas and helping clients implement them. Finally, Rod is proficient in risk management and quantitative methods and their application to the investment process. Rod holds a B.A. degree in Economics from Whitman College.

Vandana Juneja, Senior Regional Director, Central Canada, Catalyst
As Senior Regional Director with Catalyst, Vandana manages relationships with a broad range of Catalyst's supporter companies in Canada. As a trusted advisor, she coaches supporter companies with respect to their strategies to advance women into leadership and create more inclusive work environments where women, men, and all diverse groups can thrive. She is a frequent speaker on a broad range of topics including: taking charge of your career, high potentials in the pipeline, biases/stereotypes and inclusive leadership, mentoring/sponsorship, engaging men in inclusion, work-life integration/flexible work arrangements, employee resource groups, and women on boards.
Prior to joining Catalyst, Ms. Juneja practiced law, following which she worked as a manager in the Global Diversity and Inclusion groups of Canada’s leading financial institutions, where she focused on women’s initiatives and advising Employee Resource Groups. In pursuing her passion for empowering women, she has also worked as a Research Associate for the Pay Equity Task Force in Ottawa, and travelled to Vietnam with an NGO in partnership with the University of Toronto to evaluate and report back on a micro-finance project designed to help women living in poverty to understand and enter the mainstream banking system.
Ms. Juneja has earned a B.Comm. from McMaster University, an MBA from the University of Windsor, and an LL.B. from the University of Ottawa.

Richard Kang, Richard Kang, Co-founder, Emerging Global Advisors LLC, EGShares ETFs
Richard Kang has the experience of over 25 New York Stock Exchange listed ETF launches since May 2009. Richard was one of three founders and Chief Investment Officer at Emerging Global Advisors LLC based out of New York City which issued and managed ETFs with underlying exposures in emerging and frontier markets. The firm was founded in September 2008 and its first ETFs were launched in May 2009. As of September 30, 2013, their emerging market consumer ETF was ranked #1 (out of roughly 600 open ended funds including actively managed mutual funds) based on risk adjusted returns.
Richard formerly blogged on everything about indexing and ETFs at The Beta Brief (http://www.thebetabrief.com)
Over his 20 years of buy-side experience, Richard has had senior roles at a hedge fund, fund-of-hedge fund, investment counseling firm, index provider and ETF issuer/manager.
Mr. Kang has earned the Financial Risk Manager designation from the Global Association of Risk Professionals and has recently taught the “Fundamentals of Portfolio Management” course at NYU's School of Professional Studies. He sits on FTSE's Country Classification Indexing Committee as well as the editorial board of Institutional Investors' The Journal of Index Investing, the only academic journal for the indexing and ETF industry.

Michael Katchen, Founder & CEO, Wealthsimple
Michael Katchen is the founder and CEO of Wealthsimple, Canada’s fastest growing online investment manager. His vision is to make smart, simple investing accessible to every Canadian, regardless of age or net worth. He was recently listed as an "Industry Mover" by the Financial Post, a Change Agent by Canadian Business Magazine and one of the 500 people that will define the next 12 months by Askmen.

Ron Landry, Executive Director, ETF Services, CIBC Mellon
Ronald C. Landry, is Executive Director, ETFs and Investment Funds, at CIBC Mellon where he develops and supports the company’s ETF strategy and plan, including determining growth opportunities and verifying CIBC Mellon’s service model platform meets the needs of current and future ETF clients.
Prior to joining CIBC Mellon, Ron held progressive positions in the financial services sector including senior positions in fund accounting, corporate finance and regulatory compliance at Altamira Investment Services. Ron was then recruited to join Felcom Data Services Inc. where he held the position of Executive Vice President and COO prior to being appointed President in 2007. CIBC Mellon acquired Felcom in 2009.
Since joining CIBC Mellon, Ronald has led the company’s drive to service the ETF segment and develop CIBC Mellon’s comprehensive service delivery platform. He also participates actively in industry groups including IFIC accounting advisory; CETFA policy; marketing & PR and operations committees.

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.

Alfred Lee, Vice President, Portfolio Manager, Investment Strategist Global Structured Investments, BMO Asset Management Inc.
Alfred is a portfolio manager at BMO Asset Management Inc. where he manages fixed income and preferred share related mandates for both institutional and retail clients.
As part of the global fixed income management team, he is involved in the management and trading of a wide variety of portfolios including Canadian bonds, U.S. investment grade, high yield, European and Asian bonds, emerging market debt and others.
Previously, he worked for a large Canadian based brokerage developing ETF related strategies and sat on the firm's investment committee. Alfred is a graduate of the University of Western Ontario, majoring in economics and holds the CFA, Chartered Market Technician and Derivatives Market Specialist designations.

Tyler Mordy, President & CIO, Forstrong Global Asset Management Inc.
Tyler Mordy is President and Chief Investment Officer at Forstrong Global Asset Management. 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”.
Prior to joining HAHN, Tyler gained international experience at Deutsche Asset Management in London, UK. A graduate of the University of British Columbia (Mathematics and English Literature), Tyler is a CFA charter holder.

Justin Oliver, Vice President, Exchange Traded Funds, BMO Global Asset Management
Justin has more than 15 years of experience in the investment industry, specializing in exchange traded funds, new innovative ways to deliver financial advice, capital markets and mutual funds. Justin currently works at BMO as a V.P. for ETFs helping to raise awareness and educate various types of institutions on ETFs and the value of their use. Prior, Justin helped to rebuild Fraser Mackenzie, a small Toronto based brokerage firm for 3 years where he served as a partner. Previously, he worked with Canaccord Genuity for 7 years as a V.P. Institutional Equity Sales raising over $1B dollars in capital for various types of companies, both public and private. Justin has a Chartered Accountant (CPA, CA) designation and holds his undergraduate degree from the University of Western Ontario, Huron College in Finance and Economics. Justin has a passion for being a part of positive change.

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.

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.

Kapil Ramgirwar, Senior Manager, KPMG LLP
Kapil is a senior audit manager in KPMG’s Financial Services practice with over 10 years of international experience in financial services. He specializes in the asset management industry and over the last 5 years has managed audits of large and emerging fund complexes across Europe and North America. With his significant asset management audit experience (primarily exchange traded funds, hedge funds and mutual funds), he has helped and advised his clients on various financial reporting, regulatory and operational matters. He also is a member of AIMA Canada’s operations and compliance committee.

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.

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.

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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