monday, october 6, 2014

MONDAY, OCTOBER 6, 2014
7:45
CONFERENCE REGISTRATION AND BREAKFAST IN PIERRE DE COUBERTIN (EXHIBIT HALL)
Sponsored by: First Trust Portfolios
8:30 – 8:40
OFFICIAL WELCOME
Terry Krotowski, Vice President, Radius Financial Education
OPENING REMARKS AND M ASTER OF CEREMONY
Pat Bolland, Media Consultant
KEYNOTE SPEAKER: DEBORAH FUHR, Managing Partner, ETFGI LLP, Providing Independent
Research/Consulting Services on and for the Global ETF/ETP Industry Investors
8:40 – 9:15
M APPING THE EXCHANGE-TRADED LANDSCAPE
Described as “one of the world’s leading ETF analysts” and an award-winning ETF authority,
Deborah Fuhr, Partner and Co-Founder at ETFGI will give us her insight on the current global ETF
landscape, review the net new asset flows and will briefly touch on how they are being used, who
are the users and how they are being selected.
ETFGI, a London-based Firm produces extensive ETF-specific analysis covering over 5,135 ETFs
and ETPs, with 10,283 listings, assets of US$2.32 trillion, from 218 providers listed on 59
exchanges. It also leverages extensive industry experience, unparalleled industry contacts and
rigorous analysis to deliver proprietary research on the global ETF and ETP industry.
9:15 – 10:05
TURNING IDEAS INTO ACTION – PANEL DISCUSSION
Moderated by: Fraser Coburn, Regional Vice President, Invesco Canada
Michael Cooke, Head of Distribution, PowerShares Canada
Rob Di Iorio, Vice President & Portfolio Manager, RBC Dominion Securities
Yves Rebetez, Managing Director, Editor, ETFinsight
Factor-based indexing strategies are entering the mainstream of investment management. This
panel of financial professionals will focus on:
• Smart Beta
• Portfolio Construction & Strategies
• Liquidity Challenges
• Factor Based Approaches
10:05 – 10:20
NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: RBC ETFs
10:20 – 11:10
SMART BETA: THE INDUSTRY TERM THAT HAS PEOPLE TALKING – INTERACTIVE DISCUSSION
Moderated by: Rohit Mehta, Senior Vice President, First Asset ETFs
Ian Gascon, President, Idema Investments
Yves Rebetez, Managing Director, Editor, ETFinsight
Raman Aylur Subramanian, Managing Director, Head of Index Applied Research for the
Americas, MSCI
Transparent and rules-based, smart beta is changing the way we invest – but how does this
strategy fit in client portfolios? Our panelists discuss: What are the benefits of adding these
strategies to client portfolios?
• Why this strategy is rapidly being adopted by advisors around the world
• How smart beta strategies can be implemented in a portfolio
• The benefit of risk reduction and return enhancement through the use of smart beta
*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.
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MONDAY, OCTOBER 6, 2014
11:10 – 12:00
HOW TO TRADE ETFS - THE ROLE OF THE MARKET M AKER
Moderated by: Trevor Cummings, Head of Business Development, Exchange Traded Funds,
RBC Global Asset Management Inc.
Ed Boyd, Managing Director, RBC Capital Markets
Reggie Browne, Sr. Managing Director, Global Co-Head, ETF Group, Cantor Fitzgerald & Co.
Kevin Fong, Managing Director, BMO Capital Markets
This interactive session will educate advisors about the role of the market maker, how to find ETF
liquidity and practices to get the best price when buying or selling ETFs.
ETF PRODUCT SHOWCASE
Moderated by: Amelia Nedovich, Head, Business Development, ETFs & Structured Products,
Toronto Stock Exchange
Your opportunity to hear the following Providers discuss their products, theories and strategies:
12:00 – 12:40
12:40 – 1:40
First Asset ETFs – Peter Tomiuk, Vice President, Sales
First Trust Portfolios Canada Co. - Bobby Eng, Senior Vice President, Head of Sales
iShares – Elisabeth Prefontaine, Director, Business Development
Vanguard – Benjamin Creary, Sales Executive, Vanguard Investments Canada Inc.
BUFFET LUNCH IN EXHIBIT HALL
Sponsored by: First Asset ETFs
Optional Lunch French Session – Salon des Saison
LES DÉFIS DE LA GESTION INDICIELLE: LE CAS DES ACTIONS PRIVILÉGIÉES ET OBLIGATIONS CORPORATIVES
CANADIENNES
Introductions by: Yves Rebetez, Managing Director, Editor, ETFinsight
Nicolas Normandeau, Vice President & Portfolio Manager, Fiera Capital
12:55
– 1:25
La récente dynamique de certains marchés a clairement démontré que l'indexation n'est pas une solution attractive pour les classes d’actifs ne
disposant pas d’une importante profondeur. Les actions privilégiées et obligations de sociétés canadiennes sont deux exemples saillants. Nicolas
Normandeau, vice-président et gestionnaire de portefeuille, revenus fixes, chez Fiera Capital est la personne en charge des mandats en actions
privilégiées et stratégies à taux flottants. Fort d’un actif en revenus fixes de plus de 50 milliards de dollars, Fiera Capital est un joueur dominant dans
sur les marchés canadiens. M. Normandeau nous entretiendra aujourd’hui sur les raison pour lesquelles les stratégies gérées activement et à faible
coût constituent la meilleure approche pour obtenir une exposition aux actifs illiquides.
•
Actions privilégiées
o
2014 sera reconnu pour l’ampleur des rachats et entrées de fonds - comment ces circonstances ont-elles impactées le marché ?
o
2015 devrait voir une poursuite dans les nouvelles émissions avec une diminution des rachats – les conditions sont-elles en place
pour un marché plus équilibré ?
o
Quels sont les titres attrayants, et ceux devant être évités?
o
Une solution à durée courte afin de fournir un rendement effectif à faible sensibilité aux taux d'intérêts.
•
Obligations corporatives
o
Comment les conseillers peuvent-ils raccourcir la durée de leurs portefeuilles sans sacrifier le rendement ou supporter un risque de
crédit excessif ?
o
Accéder aux prix institutionnels, améliorer la liquidité des actifs et construire des portefeuilles sur de solides assisses : la proposition
de valeur de Fiera Capital.
THE CHALLENGE OF INDEXING: PREFERRED SHARES AND CORPORATE BONDS
Indexing is not a one-size-fits-all solution, particularly in Canada, where certain asset classes don’t have the breadth of market to effectively support
indexing strategies. Two asset classes where this is particularly true are preferred shares and Canadian corporate bonds. Nicolas Normandeau a VicePresident and Portfolio Manager with Fiera’s $50 billion fixed income team, and is the lead manager on their preferred share and floating rate
mandates. Mr. Normandeau will give a French language presentation on why a low-cost actively managed strategy may be a better approach to
generating better risk-adjusted returns in these popular income-focused asset classes.
•
Preferred Shares :
o
2014 will be known for significant redemptions and money flows – how did it influence the market?
o
2015 should see continuity in new issues with less redemption– will conditions be in place for a more balanced market?
o
What issues are attractive and which ones should be avoided?
o
A short duration solution to provide tax-efficient yield with lower interest rate risk.
•
Investment Grade Corporate Bonds:
o
How advisors can shorten duration of their fixed income portfolios without sacrificing yield or bearing undue credit risk?
o
Accessing institutional pricing, improving liquidity, and building scalability: Fiera’s active management proposition.
*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.
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MONDAY, OCTOBER 6, 2014
PUTTING ALPHA TO WORK: THE NEXT EVOLUTION OF THE ETF MARKET
Introduced by: Bobby Eng, Senior Vice President, Head of Sales, FT Portfolios Canada Co.
Ryan Issakainen, Senior Vice President, Exchange-Traded Fund Strategist, First Trust Portfolios
LP
1:40 – 2:20
2:10 – 2:50
How can alpha be generated while still investing in a cost efficient and transparent ETF
structure? The AlphaDEX™ methodology generates alpha by employing a rigorous and
disciplined strategy screening securities based their investment merit, not market capitalization.
The result is a proven track record of alpha within an ETF structure. This is the next evolutions of
the ETF market!
ETF PRODUCT SHOWCASE
Moderated by: Amelia Nedovich, Head, Business Development, ETFs & Structured Products,
Toronto Stock Exchange
Your opportunity to hear the following providers discuss: Yield Strategies: where can investors go
for yield in the current economic environment – where are the best opportunities; what are the
risks?
PowerShares – Michael Cooke, Head of Distribution
RBC ETFs – Trevor Cummings, Head of Business Development, ETFs
Horizons ETFs – Jaime Purvis, Executive Vice-President, National Accounts
Concurrent Workshop
2:50 – 3:30
STREAM 1 – SALON DES SAISON
Moderated by: Pat Bolland, Media Consultant
STREAM 2 – SALON DE PRINTEMPS
Introductions by: Yves Rebetez, Managing
Director, Editor, ETFinsight
HOW ETF REGULATION WILL IMPACT YOUR
BUSINESS… AND CLIENTS – PANEL DISCUSSION
Paritosh Gambhir, Senior Manager, Audit,
Financial Services, KPMG
Kevin Rusli, Counsel at Blake, Cassels &
Graydon LLP
ARE YOUR CLIENTS MISSING OVER 90% OF THE
GLOBAL M ARKETS? AND WHERE TO HEDGE?
Christopher Philips, Senior Analyst, Vanguard
Group, Inc.'s Investment Strategy Group
•
•
•
•
3:30 – 3:50
New Tax Reporting Rules
Counterparty Risk
Securities Lending
Regulatory Outlook
Home bias: We all have it but Canadian
concentration risks including sector risk, issuer
risk, currency risk, increased transaction costs
and moderate liquidity risk....learn about these
risks and how to mitigate them.
NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Vanguard
*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.
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MONDAY, OCTOBER 6, 2014
Concurrent Workshop
STREAM 1 – SALON DES SAISON
Moderated by: Pat Bolland, Media Consultant
3:50 – 4:30
ALTERNATIVE
ETFS
&
RISK-ADJUSTED
PERFORMANCE
Michael Cooke, Head of Distribution,
PowerShares Canada
Rohit Mehta, Senior Vice President, Sales &
Marketing, First Asset ETFs
Jaime Purvis, Executive Vice-President,
National Accounts, Horizons ETFs
They are often misunderstood, rarely
discussed in detail and they may go the
furthest toward reducing overall portfolio risk
STREAM 2 – SALON DE PRINTEMPS
Introductions by: Yves Rebetez, Managing
Director, Editor, ETFinsight
EXCHANGE TRADED GOLD & SILVER RECEIPTS
FROM THE ROYAL CANADIAN MINT
Steve Higgins, Senior Manager, Canadian
Gold and Silver Reserves, Royal Canadian Mint
Informative discussion of the precious metals
markets. Update on the Canadian Gold and
Silver Reserves Exchange Traded Receipt
(ETR) Programs.
2013 in Review:
• Bullion ETP Contraction: Declining Ounces
Under Management
• ETR Growth: Gold Private Placement
• Recent Developments in the Physical
Bullion Markets
• Investing in PM Producers vs. Physical
Backed ETPs
Upcoming for 2014:
• Gold Fields Mineral Services Ltd (GFMS)
Outlook for 2014
• Cash Redemption Service
• Silver Rights Offering
A FIRE SIDE CHAT BETWEEN THE FORCES BEHIND THE SCENES (as quoted in Bloomberg Markets February
2014), THE GODFATHER OF ETFS (as quoted in Forbes Magazine October 2012) - REGINALD BROWNE, Sr.
Managing Director, Global Co-Head, ETF Group, Cantor Fitzgerald & Co.
GODMOTHER OF ETF’S, DEBORAH FUHR, Managing Partner, ETFGI LLP, Providing Independent
Research/Consulting Services on and for the Global ETF/ETP Industry Investors ON ‘WHY EXCHANGE
AND THE
4:30 – 5:10
TRADED FUNDS?”
"There's no other investment vehicle as transformative as ETFs." - Reggie Browne (as originally quoted in
Bloomberg on Feb 26, 2014)
5:10
CLOSING REMARKS
Pat Bolland, Media Consultant
5:10 – 6:30
RECEPTION IN EXHIBIT HALL
Sponsored by: PowerShares
Remember to bring your business cards!
The not-to-be-missed Reception will provide you with crucial time to interact with key players in
your industry.
*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.
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