Agenda 2016 Toronto


For downloadable presentations please click on title or speaker highlighted in RED

Tuesday, April 19, 2016




Conference Registration




Official Welcome
Radius Financial Education


Opening Remarks and Master of Ceremony
Pat Bolland, Media Consultant



10:30 - 11:10

Global Outlook: Entering the New Abnormal

Paul Domjan, Managing Director, Head of Research Products, Partnerships and Client Delivery, Roubini Global Economics



11:10 - 12:00

Robo Advisor: Better than Man-Made or Complimentary to Advisors?

Moderated by: Mark Yamada, President & CEO, PUR Investing
Rob Carrick, Personal Finance Columnist, The Globe and Mail

Randy Cass, Founder, Nest Wealth
Justin Oliver, Vice President, Exchange Traded Funds, BMO Global Asset Management
John Youn, Executive Managing Director, ETFs and Global Structured Products, Questrade Wealth Management


Robots now perform brain surgery, vacuum the living room, book the family vacation and soon may drive our cars, so why not use a robo-adviser to manage a financial portfolio?

Shaking hands with the advisor. Can they provide a more efficient financial advisory relationship?


  • Why not use a robo-advisor to manage an investment portfolio

  • Characteristics of robo-advisors

  • Differences between US and Canadian robo markets and providers

  • Trends

  • Exploring the threat to advisor businesses, how to combat them and leverage their strengths




Opening Lunch Session – Brought to you by: BMO Global Asset Management



12:00 – 1:20

Buffet Lunch in Exhibit Hall



12:40 – 1:20

10 Mind-Blowing ETF Stats

Eric Balchunas, Senior ETF Analyst & Fund Product Specialist, Bloomberg


Sometimes ETFs can surprise even a seasoned analyst. Fresh off a year-long research dig for a new book on ETFs, Eric will share some of the most eye-opening statistical discoveries and the trends they represent in an entertaining and fast-paced presentation.



1:20 - 2:00

How ETFs Are Impacting The Changing Nature Of The Fixed Income Markets

Moderated by: Jaime Purvis, Executive Vice-President, National Accounts, Horizons Exchange Traded Funds Inc.
Alex Perel, Director, ETF Trading, TD Securities Inc.

Angus Rogers, Vice President, Senior Portfolio Manager, High Yield Bond, Fiera Capital



2:00 – 2:20

Networking Break in Exhibit Hall
Sponsored by: RBC ETFs



2:20 - 3:00

Smart Beta: The Investing Buzzword That Won't- and Needn't- Die – Panel Discussion
Moderated by: Andrew Dorrington, Partner, 21st Avenue Partners
Paul Domjan
, Managing Director, Head of Research Products, Partnerships and Client Delivery, Roubini Global Economics
Tom Goodwin, Senior Director of Research, FTSE Russell
Stephen Hoffman, Vice President, Exchange Traded Funds, RBC Global Asset Management Inc.

Ditching "smart beta" would make sense if it were seriously confusing people. But investors recognize "smart" as a marketing term like many others: Growth funds don't always grow, and value stocks aren't always a good value. Advisors and investors are finally getting their heads around the concept of smart beta. Substituting a bunch of new terms would just be confusing. At this point the genie is out of the bottle and we will spend our energy educating advisors and investors on what smart beta is all about. It's easy to see why many have tried to kill off "smart beta." Many of the other terms are no doubt more technically accurate. They just don’t have the zing of smart beta.



3:00 - 3:40

Behind an ETF Trade: The Role of a Market Maker – Panel Discussion
Moderated by: Pat Bolland, Media Consultant
Camilo Gil, Director, Institutional ETF Services, Equity Markets, CIBC World Markets

Alex Perel, Director, ETF Trading, TD Securities Inc.
Anita Rausch, Director, Capital Markets, WisdomTree

Knowledgeable advisors with strong transactional backgrounds know how to get best execution on stocks, but mistakenly carry that experience over to ETFs.” The differences between the two trading processes are important, and failing to understand them can lead to missed opportunities.

  • Liquidity and ETF Trading Volume

  • How And When To Trade

  • Show Your Hand?



3:40 – 4:10

The Use of Options in Exchange Traded Funds

Chris Heakes, Vice President & Portfolio Manager, BMO Asset Management

Josiane Lanoue, Senior Manager, Business Development, Equity Derivatives at Montréal Exchange

Join the Montréal Exchange and BMO Asset Management to learn more about actively managed exchange traded funds and their equity derivative strategies. This session will offer valuable insight on how exchange traded funds are able to provide alternative yield solutions and ultimately create value for investors by using options. Chris will present you with actionable strategies, widely used among pension funds, insurance companies and institutional investors aiming to reduce portfolio volatility.



4:10 - 5:00

Inside ETFs' Keynote Address:

What's Next: The Battle for the Soul of the ETF Revolution
Matt Hougan, CEO, Inside ETFs
Dave Nadig, Director, ETFs, FactSet


Exchange-traded funds have revolutionized investing, giving every investor the chance to build institutional-caliber portfolios cheaply and easily. But emerging threats -- from regulators, broken markets and middlemen - are darkening the horizon, and 2016 is poised to be the year when these threats resolve, for good or for ill. Two of the industry's leading researchers - Factset's Dave Nadig and Inside ETFs' Matt Hougan - examine those threats, find the silver linings and discuss how all classes of investors can rise above.




Closing Remarks
Pat Bolland,
Media Consultant



5:00 – 6:00

Networking Reception

Sponsored by: STOXX Ltd.

Radius and STOXX Ltd. invite all attendees to join us for an enjoyable networking reception in the Exhibit Hall with great food and beverages. Remember to bring your business cards!



Wednesday, April 20, 2016




Breakfast in Exhibit Hall
Sponsored by: PowerShares



8:55 – 9:00

Opening Remarks and Master of Ceremony
Pat Bolland, Media Consultant



9:00 – 9:40

Smart Alpha

Mark Yamada, President & CEO, PUR Investing

Unlike smart beta, smart alpha is forward-looking and dynamic. Smart beta strategies establish fixed rules-based security selection or weights based on historical data, and rebalance at a preset frequency with an expectation that factors will continue to earn excess returns over the holding period. Smart alpha uses expected returns and/or risks in the context of changing market conditions to adjust strategies or securities based on a continuous information loop. Smart beta is static by design. Smart alpha is dynamic by its nature.
Mark Yamada will discuss how advisors can use smart alpha to improve goals-based investing and how it could change the future of money management.

9:40 – 10:00

The Changing Face Of The Canadian ETF Landscape: Where The Money Is Going & Why?

Daniel Straus, Ph.D., M.Fin., ETF Research & Strategy, Derivatives & Structured Products, National Bank Financial

  • Overview of the ETF Landscape

  • Asset growth by category, style and provider

  • ETF & Mutual fund flows

  • Canadian ETF flow analysis

  • Recent product launches - new entrants and industry trends



10:00 – 10:20

20 Years Of ETF Industry And What Is Next

Rob Ivanoff, FPR / ETF Business Review / Boston

Rob Ivanoff will share insights from his time publishing the ETF Business Review. He will cover products, clients, and share thoughts about what to watch for in the industry going forward.



10:20 – 10:40

Networking Break in Exhibit Hall
Sponsored by: TMX / Toronto Stock Exchange



10:40 – 11:20

The Continued Rise of ETF Strategist – Panel Discussion
Moderated by: Pat Bolland, Media Consultant
Ted Bader
, President, SIA Wealth Management

Rob Glownia, Fixed Income Analyst, RiverFront Investment Group
Mike Philbrick, President, ReSolve Asset Management
Deborah Frame, President & CIO, Frame Global Asset Management
With the continued growth of a new breed of asset manager with specialized skills in the construction and active management of portfolios using exchange traded funds, advisors are increasingly turning to outsourced asset management solutions to help them optimize and grow their own practices.



11:20 – 12:00

ETF Regulatory Overview – Panel Discussion

Moderated by: Pat Bolland, Media Consultant
Marc Guerin, Director, Member Education, Mutual Fund Dealers Association of Canada

Ron Landry, Executive Director, ETF Services, CIBC Mellon
Kapil Ramgirwar, Senior Manager, KPMG LLP

  • Regulatory Outlook: What's Ahead?

  • ETF Classification and Disclosure

  • Structuring of ETFs

  • Trade Settlement and Securities Lending

  • CRM2

  • Can Advisors for MFDA Members offer ETFs?

12:00 – 12:30

What Is My Global Equity Portfolio Betting On?
Rod Jones, Head of North America, STOXX


  • Redefining regional equity risk and return in equity portfolios by uncovering economic exposure

  • Learn how classifying companies by geographic revenue exposure as opposed to county of domicile reduces volatility and enhanced returns

  • Understand the impact of global and local influences

12:30 – 1:30

Buffet lunch in Exhibit Hall
Sponsored by: FTSE Russell



1:30 – 2:10

Model Portfolio Construction and Execution – Panel Discussion

Moderated by: Daniel Straus, Ph.D., M.Fin., ETF Research & Strategy, Derivatives & Structured Products, National Bank Financial
Lewis Bateman, Founder, Chief Executive Officer, Sphere Investments

Scott Boniferro, Vice President, Global Investment Strategies, Invesco Canada

Alfred Lee, Vice President, Portfolio Manager, Investment Strategist Global Structured Investments, BMO Asset Management Inc.

Strategic asset allocation decisions are the key to successful portfolio investment. Deciding which mix of investment asset classes is the most suitable in the light of your particular circumstances and how best to profit from the universe of opportunities in established and newer global investment asset classes, are key investment decisions.

2:10 – 3:00

Latest Developments In "ESG" ETPs. (ESG = Environmental Social Governance)
*A discussion on the excess return merits of ETP’s that isolate and identify companies who advance women in management ranks

Moderated by: Jeff Anderson, Managing Director, Barclays

Natalia Bandera, Director, Equities and Funds Structuring Markets, Barclays

Rich Donovan, CEO, The Return on Disability Group
Kevin Gopaul, Senior Vice President and CIO, Global Structured Investments, BMO Asset Management Inc.
Vandana Juneja, Senior Regional Director, Central Canada, Catalyst

Join us as we focus on the return metrics of investing in companies that in turn invest in women. Be empowered to take the academic knowledge that exists and leave with an investment thesis that will help put your money to work.


Closing Session

3:00 – 3:40

Are You A Future Ready Advisor?

*The Uber moment is here for the investment industry

Moderated by: Richard Kang, Co-founder, Emerging Global Advisors LLC, EGShares ETFs

Michael Katchen, Founder & CEO, Wealthsimple
Tyler Mordy, President & CIO, Forstrong Global Asset Management Inc.

Dave Nadig, Director, ETFs, FactSet


  • Outsourcing
  • Referral Arrangements
  • Unregulated Entities
  • Client Stratification


The Future is Not Picking Mutual Funds off the Corner of Your Desk!





Closing Remarks
Pat Bolland,
Media Consultant



*Please note that, while every effort will be made to present the program as advertised, speakers, topics and timing are subject to change due to circumstances beyond our control.



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

T: 416.306.0151

General Questions

If you have a general question about the Forum please contact: