Inside ETFs+ Canada AgendaTuesday, 3 December 2024 - ET (Eastern Time, GMT-05:00)

A practical how-to-walk through of other KYC & KYP requirements under Client Focused Reforms, their academic, best practice and legal underpinning, and how to create and document a best-in-class and compliant process.

This session will provide a concise overview of Passive, Active, and Factor-based portfolio construction strategies. It will explore the key principles, advantages, and disadvantages of each approach, helping you choose the right strategy for their investment goals and market outlook.

It’s time to think differently about investing for retirement & decumulation. With Canadians living longer and with less financial capital saved for retirement there is an ever-widening gap between individual’s Human Longevity and their Portfolio Longevity. Moreover, there are historically unaddressed shortcomings in Canadian investment solutions which lead to portfolios that lack any defenses against a bad ‘sequence of returns’ and do not provide any longevity protection. This 30-minute presentation will provide an overview of the challenges and possible solutions to “investing for longevity” in Canada.

This panel will provide insights into the benefits of utilizing ETFs throughout the portfolio management process. Panelists will highlight the benefits of using ETFs as part of their investment research, security selection, portfolio construction, and risk management framework.

A distinguished panel of economic and investment experts will share their insights and forecasts on the global economic landscape. They will delve into the largest investment trends and explore strategies to navigate the challenges and seize the opportunities that lie ahead.

As digital assets and blockchain technology revolutionize the financial landscape, investors are increasingly seeking ways to gain exposure to this rapidly evolving sector.

This session will explore the growth and dynamics of the digital asset market, understand the structure and appeal of cryptocurrency ETFs, and gain insights into the regulatory environment that shapes their development. The session will also cover various investment strategies, discussing the potential risks and rewards of incorporating cryptocurrency ETFs into a diversified portfolio.

Whether you are an experienced investor or new to the world of digital assets, this session offers a comprehensive overview of the opportunities presented by cryptocurrency ETFs and the broader digital asset space

Everyone of a certain vintage knows the analogy posed in the title of this panel – however in this case, the addition makes things better. Alternatives have received mixed reviews: many of them undeserved because of confusion or misinformation about some alternatives, and others based on out-dated information. They are only for the rich – wrong, anyone can purchase alternative funds and ETFs (aka liquid alts). They are risky/volatile – wrong, they display lower volatility than the markets on their own and their correlation benefits allow them to shine when placed alongside and within a portfolio of long-only assets. This panel will provide evidence of how alternatives can provide value for virtually any investor, just as they do for virtually every pension plan, family office, and other longer-term portfolios.

Join this insightful panel discussion on the evolving landscape of independent wealth management in Canada. This session will feature three panelists, all who have embraced the independent path.

It will discuss the various independent options available within the Canadian market, contrasting them with the landscape in the United States. The conversation will cover the unique investment opportunities that the independent space offers and explore the future trajectory of wealth management in Canada.

Attendees will gain valuable perspectives on the benefits and challenges of operating within an independent framework, the implications for clients, and the broader industry trends shaping this sector.

Interested in independence or simply understanding the shifting dynamics of wealth management in Canada, this session will provide essential insights and practical takeaways

ETFs have transformed the investment landscape, offering unparalleled flexibility, liquidity, and access to a diverse range of asset classes. As the ETF market continues to expand and evolve, investors and industry professionals alike are faced with new opportunities and challenges. In this session, we will explore the future of ETFs, delving into key trends that are set to shape the industry in the coming years.