ETF 2017 - SPONSORS

BECOME A SPONSOR

DIAMOND SPONSORS



STOXX Ltd. is an established and leading index specialist, which started in Europe. The launch of the first STOXX® indices in 1998, including the EURO STOXX 50® Index, marked the beginning of a unique success story, based on the company’s neutrality and independence. Since then, STOXX has been at the forefront of market developments and has continuously expanded its portfolio of innovative indices. STOXX now operates globally across all asset classes.
STOXX indices are licensed to more than 500 companies, which include the world’s largest financial products issuers, capital owners and asset managers. STOXX indices are used not only as underlyings for financial products, such as ETFs, futures and options and structured products but also for risk and performance measurement.
For more information, please visit www.stoxx.com.




PLATINUM SPONSOR




PowerShares, brought to you by Invesco, is Leading the Intelligent ETF Revolution™. In Canada, you can access the PowerShares Advantage through PowerShares TSX-listed ETFs and the PowerShares® Funds, which pair PowerShares innovative ETFs with another benefit-rich vehicle, the mutual fund. Whether you’re looking for broad market exposure, specialized investment strategies or access to niche markets, PowerShares products represent an intelligent option for your portfolio.

About Invesco Canada Ltd.

Invesco Canada Ltd., operating under three distinct yet complementary product brands (Trimark, Invesco and PowerShares), is one of Canada's leading investment management companies. A subsidiary of Invesco Ltd., Invesco Canada's singular focus is on investment management, offering a diversified suite of solutions to institutions, organizations, companies and individual investors across Canada and around the world. Additional information is available at
www.invesco.com.

About Invesco Ltd.

Invesco Ltd. is a leading independent global investment management firm dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our retail, institutional and high-net-worth clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.




GOLD SPONSORS



Franklin Templeton Investments is a global leader in investment management with clients in over 170 countries. Here in Canada and abroad, we are dedicated to one goal: delivering exceptional asset management for our clients. At the core of our success is our multiple independent investment teams—each with a focused area of expertise—from traditional to alternative strategies and multi-asset solutions. All of these investment teams share a common commitment to excellence grounded in rigorous, fundamental research and robust, disciplined risk management. This expertise in Canada combined with extensive global resources, and a focus on excellence has made us a trusted partner to generations of advisors and investors.





Since their launch in June 2009, BMO Global Asset Management has emerged as one of the leading ETF providers in Canada. BMO ETFs is a diversified family of ETFs and includes a broad range of domestic and global investment solutions covering a full array of asset classes, sectors and regions. With more than 100 years of combined experience in managing institutional indexing and retail ETF strategies, BMO Global Asset Management’s 100% Canadian team of ETF experts scours the global marketplace for opportunities to strategically design and build an innovative family of ETFs. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and a separate legal entity from Bank of Montreal.

 

About BMO Financial Group
Established in 1817, BMO Financial Group is a highly diversified financial services provider based in North America. With total assets of approximately $672 billion as of January 31, 2015, and more than 46,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, Wealth Management and BMO Capital Markets.




The NEO Exchange is a new Canadian stock exchange using a bold new blueprint that puts investors, businesses looking to raise capital and dealers first. Launched in March 2015, the Exchange currently offers an innovative trading venue, a value added listing venue for companies and investment products, and a fund distribution platform that was the first to enable platform traded funds (PTFs).




iShares® is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 700 funds globally across multiple asset classes and strategies and more than US$1 trillion in assets under management as of December 31, 2016, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm1.

1 Based on US$5.147 trillion in AUM as of 12/31/16




ETF Global® (ETFG®) is a leading, independent provider of data, research, investment decision support applications, proprietary risk analytics and educational offerings for Exchange-Traded-Products. The ETFG research platform, which is driven by the ETFG Multi-Factor, Quantitative Model (ETFG Quant), supports the overall investment process with a variety of strategies and applications to pursue return, manage risk, utilize investment analysis and generate investment ideas.




Offered by State Street Global Advisors (SSGA), SPDR ETFs are a comprehensive fund family of over 160 ETFs, providing investors with the flexibility to match virtually any market situation or investment need. Created in 1993, The SPDR S&P 500 (SPY) launched an entire industry, which now offers over 5000 ETFs across every conceivable asset class.
State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with institutions and financial professionals to help them reach their goals through a rigorous, research-driven process spanning both active and index disciplines. We take pride in working closely with our clients to develop precise investment strategies, including our pioneering family of SPDR® ETFs. With trillions* in assets under management, our scale and global footprint provide unrivaled access to markets and asset classes, and allow us to deliver expert insights and investment solutions.

State Street Global Advisors is the investment management arm of State Street Corporation.

 

*Assets under management were $2.47 trillion CAD as of December 31, 2016.




The Mint is a commercial federal Crown Corporation producing circulation, numismatic and bullion coins for the domestic and international markets. Since 1908, the Royal Canadian Mint has earned a world-renowned reputation for quality, excellence and security. The Mint operates full-service gold and silver refineries with a range of services from refining to assaying and secure storage. The Royal Canadian Mint established the Canadian Gold and Silver Reserves program in order to provide an exchange-traded investment vehicle that tracks the price of gold (TSX:MNT) or silver (TSX:MNS) and makes investing directly in physical gold or silver available to institutional and retail investors. ETRs are listed on the TSX.




To help investors empower with different begins with rigorous, independent thinking. Our quantitative, multi-factor process is built by a team of professionals who do just that — think differently. Our suite of investment capabilities are powered by an intellectually diverse, multidisciplinary team that combines the complementary strengths of investment professionals from Highstreet Asset Management Inc. and FFCM, LLC – a collaboration we call AGFiQ.
AGFiQ’s team approach is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns. As such, our objective is to provide better risk-adjusted returns by utilizing a disciplined, multi-factor process, viewing risk through multiple lenses. We collectively understand that while quantitative, multi-factor approaches are a good start, it’s the people behind the strategies that really drives innovation. Through our differentiated approach, we aim to deliver quality solutions to advance wealth accumulation and preservation goals.




SILVER SPONSORS




The Horizons ETFs Group consists of innovative financial services companies offering regional families of ETFs in Canada, the United States, Korea, Hong Kong, Australia and Colombia. Currently, all of the ETFs offered by these companies use the Horizons ETFs' brand with the exception of the 'BetaShares' family of ETFs in Australia and the 'Mirae Asset Tiger ETFs' family in Korea. With approximately $8.6 billion in assets under management and 141 ETF listings worldwide, the Horizons ETFs Group makes up one of the largest collective families of ETFs in the world. All of the Horizons ETFs Group companies and affiliates are subsidiaries of Mirae Asset Global Investments Co., Ltd. USA products distributed by Foreside Fund Services, LLC.




SGGG Fund Services Inc. is a financial services provider that has delivered third-party administration services, solutions and expertise to asset managers since 1997. Our comprehensive services are seamless and integrated with our clients’ operations, and our commitment to helping partners reach their goals has gained us the position as Canada’s largest administrator of alternative investment products. Through our Toronto head office, our offshore affiliate offices in Cayman and Malta, and our proprietary affiliate portfolio management systems technology named AlphaDesk, we can provide immediate and total administrative solutions for any type and size of asset manager, at any phase of development. Drawing upon the depth of talent and breadth of experience of our 110 employees, we have developed a sophisticated understanding of our clients’ needs. SGGG Fund Services Inc. is a true administrative partner that allows its clients to focus on managing their portfolios. Our mission is to provide unparalleled service and support by investing in the continuous development of our people, technology and partnerships.

 

For more than 40 years, MSCI’s research-based indexes and analytics have helped the world’s leading investors build and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research.
Our line of products and services includes indexes, analytical models, data, real estate benchmarks and ESG research.
MSCI serves 97 of the top 100 largest money managers, according to the most recent P&I ranking.
For more information, visit us at www.msci.com.



BRONZE SPONSOR




CIFP has been involved in the delivery of high quality financial planning education to Canadian financial planners since 1972. Currently, CIFP offers educational programs in financial planning, retirement planning, and delivers customized financial education and training programs to many organizations in the financial services industry.
Additionally, CIFP through its CIFPs Retirement Institute is the licensing body for the Registered Retirement Consultant (RRC®) and Registered Financial & Retirement Advisor (RFRA®) designations. These designations are supported by a rigorous educational program of study and examination, work experience, annual continuing education, code of conduct & ethics, and standards of practice. Over 3,000 RRCs are currently licensed to provide the pre and post retirement, and life style planning needs of Canadians. CIFP, through its 724learning.Net, provides IT consulting services to a variety organizations with specialization in financial services.




LANYARD SPONSOR




Blake, Cassels & Graydon LLP is one of Canada's leading and largest business law firms.
Within Canada, we have offices in each of the major Canadian commercial and regulatory centers: Montréal, Ottawa, Toronto, Calgary and Vancouver as well as international. We represent many of prominent domestic and international corporations, among a diverse clientele of public and private businesses. Our national strength and dedication to sharing our knowledge and expertise among practice groups is the hallmark of our firm.
The Blakes team are among the profession’s most experienced lawyers in advising clients in the investment management industry. A key advantage is the seamless integration of specialized expertise relevant to clients in this sector. Our team is particularly skilled in providing sophisticated advice on capital markets activities, including public and exempt offerings, listings of ETFs and ETNs on the Toronto Stock Exchange (TSX), compliance and registration matters, sales and marketing issues, continuous disclosure issues and governance and regulatory matters to some of the industry’s best known and most active participants. On behalf of these participants, we have advised on the launch of over 200 investment funds listed on the TSX.
For more information visit blakes.com.




SUPPORTING SPONSORS




Cougar Global is an investment management firm based in Toronto and was founded in 1993. The firm is a pioneer in global tactical asset allocation and downside risk management, offering its mandates to individuals and institutions. The firm’s philosophy is centered on generating steady compound growth by avoiding large losses. Utilizing ETFs, our 5-member investment team builds globally diversified portfolios using a macro-oriented approach. The firm has approximately C$ 1.5 billion in assets under advisement (as of December 31, 2016), and is a wholly-owned affiliate of Raymond James Financial, Inc.

Forstrong Global is Canada’s leading ETF strategist asset manager, providing fully diversified ETF-based solutions for investors across the world. The firm was founded in 2001 to take advantage of the growing universe of ETFs in constructing institutional quality active global asset allocation strategies. Forstrong’s investment committee brings a unique Global Macro investment perspective and deep experience to the active management of ETF portfolios.





Frame Global Asset Management is an independent Portfolio Manager that acts as a subadvisor to its clients in Canada and the United States. Our experience in managing investment portfolios has led to the creation of ETF Portfolio Solutions that are logical, disciplined and untraditional in how we define and deal with Portfolio Risk and Quantitative Analysis. We provide model portfolios using a global tactical asset allocation strategy with a focus on the current and expected macro-economic environment. Our goal is to minimize downside risk and seek alpha by selecting and managing asset class exposures using Exchange Traded Funds (ETFs).
Established in 2015, Frame Global Asset Management is a registered Portfolio Manager with the Ontario Securities Commission and a Non-Resident Investment Advisor with the SEC. We are a member of the Portfolio Managers Association of Canada (PMAC). The founding partners have many years of experience in both the traditional asset management world and the ETF ecosystem.




PŮR Investing Inc. develops forward-looking tools and technologies that give individual investors and advisors control over costs, risks, and strategies, providing powerfully personal investment solutions on a mass scale in two of the fastest growing segments of the financial services industry, exchange traded funds and defined contribution pension plans.




EXHIBITOR




IFSE Institute (“IFSE”) provides a world of exciting possibilities in distance learning. Specializing in mutual funds, insurance, exempt market, ETF and continuing education, IFSE is the leader in its field. Wholly owned by the Investment Funds Institute of Canada (IFIC) , IFSE has been providing financial services education to professionals and organizations for more than 40 years. Please come and visit us at our booth to ask us about our new Exchange-traded Funds Course (approved for 15 FPSC credits as well as Accredited for 15 hours of IIROC Compliance CE).



MEDIA SPONSORS


Wealth Professional Magazine is Canada’s definitive source of news, opinion and analysis for today’s sophisticated financial planning and advice professionals. Delivered exclusively online to Canada’s financial planners and advice community, Wealth Professional provides a real-time web service that keeps time-poor advisers up to date with the latest breaking news, cutting-edge opinion, and expert analysis affecting both their business, and their industry.
Wealth Professional is published by Key Media- a fast-growing, independently owned group of B2B media companies. It uses multi-platform business intelligence and content to put buyers and sellers together across six key verticals in six worldwide markets.




Webcasting to over 400,000 advisers, pension funds, consultants, family offices, endowments and wealth managers. Our video library at www.asset.tv is available to investment professionals in the US, UK, Europe and Asia. The asset.tv video library is directly linked to some of the biggest and best financial websites around the world, including Barclays Stockbrokers, FE analytics and Reuters. Asset TV Canada www.assettv.ca is the home of helpful pension and investment videos for professional Canadian investors. To bring the experts to your screen, we have invited leading wealth managers and investment companies to produce and share their videos for Asset TV.




Jobs in ETFs is the world's first ETF career platform used by industry professionals globally to obtain access to some of the most exciting jobs within the ETF industry and to confidentially connect with top ETF employers.
Professionals are welcomed to showcase their profile and expertise while keeping up to date with the most exciting industry events, people moves and inspiring interviews with some of the most accomplished ETF people. Employers can customize their profiles and create exciting campaigns to attract talent.
Visit our flagship website www.jobsinetfs.com to see who is hiring, follow companies and access career-specific content and exclusive interviews.




Mission Statement
• To provide an all encompassing, unbiased forum for Exchange Traded Funds in Canada
• To deliver content that focuses on education, commentary and analysis for Canadian investors and advisors
• To engage reputable industry participants, including ETF Providers, Index Providers, and other investment professionals, to enhance the knowledge base of Canadian investors and advisors
• To develop proprietary tools that enable investors and advisors to sort and analyze data in order to build and optimize wealth-management strategies
• To ensure the accuracy and integrity of all information provided is done so at the highest standard
• To remain completely independent





Canadian ETF Watch is an independent organization which provides comprehensive market intelligence, news and fundamental research solutions strongly focused on the ETF markets. We are covering the ETF market globally and have launched the first global, high-end exchange traded funds magazine in Canada.
Canadian ETF Watch’s news stories focus intently on educating investors regarding specific offerings, current market trends, sectors, economies, and sentiment about every ETF market we track for our clients. We hope you find this information insightful, intelligent and in time to help you make the most of ETF investing. You will find a wealth of information in our archives, and can search for keywords targeting articles relevant to you. Please feel free to comment on any of these articles, our community appreciates every-one’s views, and outlooks.




ETFGI is an independent research and consultancy firm launched in 2012 in London offering consulting services, paid for research subscription services, videos and events on trends in the global ETF/ETP ecosystem. The firm tracks and ranks all ETFs/ETPs listed globally, the issuers, index providers, exchanges, custodians, law firms, fund accountants, market makers and authorised participants, mutual funds and institutional investors that use ETFs/ETPs.
Deborah Fuhr a founder of ETFGI previously served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011. She 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.
She has been working with investors, ETF, ETP providers, index providers, exchanges, MMs and APs, regulators, trade associations, custodians, law firms, accounting firms around the world since 1997. ETFGI is honored to count as our research and consulting clients some of the leading firms in the ETF Ecosystem around the world as well as some new entrants and firms that are considering entering the ETF, ETP industry.
Deborah Fuhr is one of the founders and board member of Women in ETFs “WE” a not for profit organisation with over 2,700 women and men members in chapters around the world.

Below is a short description of the 8 services ETFGI currently offers. We welcome your feedback and suggestions.
ETFGI annual research service – paid subscription
ETFGI annual review of institutions and mutual funds that use ETFs and ETPs – paid subscription
ETFGI Active ETF landscape annual report service – paid subscription
ETFGI Smart Beta ETF Landscape annual report service – paid subscription
ETFGI & Kreab ETF Market Structure and trading event – June 7, 2017 in NY City
ETFGI EM and FM report – paid subscription
ETFGI monthly Highlights – free subscription
ETFGI weekly newsletter – free subscription

Please visit our website www.etfgi.com to register for our free Weekly Newsletter and updates, to find ETFGI Press Releases on ETF/ETP industry trends, daily postings of some of the top articles from financial publications around the world in the Industry News tab, details of upcoming Events, monthly videos on industry trends in Views, our twitter feed @etfgi , and to use our directory of firms in the ETF Ecosystem. You are invited to join our group "ETF Network" on Linkedin.
Please contact deborah.fuhr@etfgi.com if you would like to discuss subscribing to ETFGI’s research or consulting services.
Please contact Deborah Fuhr, Managing Partner, ETFGI at deborah.fuhr@etfgi.com if you would like to discuss the cost to subscribe to any of ETFGI’s research or consulting services.





The world's leading authority on exchange-traded funds, ETF.com has delivered clear, independent and authoritative news, analysis and education about ETFs online and in print since 2001. The firm's marquee properties are its website, ETF.com, and its print publication, ETF Report.
ETF.com is a fully-owned, editorially independent subsidiary of CBOE.

 


Get the Fresh Lowdown on Alternative-Investment Activities Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself -- sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at HFAlert.com, or call 201-659-1700.



BECOME A SPONSOR

When you become a sponsor of the Exchange Traded Forum 2017, your organization has an exclusive opportunity to access high-level key world leaders in ETFs, Structured Products and Closed-End Funds.

You will also have the unique opportunity to increase your exposure and visibility to a large group of targeted industry attendees. Our various sponsorship packages offer valuable benefits to showcase and market your organizations valued services.

Sponsor Levels:

Diamond Platinum • Gold Silver Bronze

Please email us at info@exchangetradedforum.com
to request the Sponsorship Information Package.
 
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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