October 17 - 19, 2022
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Day Three Inside ETFs Canada
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8:00am - 8:55am55 mins
Networking
Breakfast and Networking in the Foyer
8:00am - 8:40am40 mins
Women in ETFs Breakfast
The Evolution of ETFs
- Tammy Cash - Head of Marketing, Americas, Vanguard
- Meaghan Kelly - VP, Strategic Communications, Research & Product Innovation, AGF Investments
- Laura Tase, CFA, MBA - Director, BMO GAM
- Kaitlin Thompson, CFA - VP Product Strategy, Evolve ETFs
- Veronika Popova, CFA - Director ETF Strategy, CI
- Krista Hicks - SVP, Business Development, Horizons ETFs
- Rosie Rubie, CFA - Business Development Manager, Funds, Neo.inc
8:55am - 9:05am10 mins
General Session
Event Welcome
- Kendra Thompson - Consulting Partner, Deloitte
9:05am - 9:30am25 mins
General Session
Opening Visionary
- Daniel Straus, PhD, M.Fin. - Director, ETFs & Financial Products Research, National Bank of Canada Financial Markets
9:30am - 9:50am20 mins
General Session
Visionary Address: ETF Trends to Watch in 2023
- Jonathan Needham, CIM - Vice President, TD Asset Management Inc.
- Andres Rincon, CMT - Director, Head of ETF Sales & Strategy, TD Securities
9:50am - 10:20am30 mins
General Session
The Value of Advice: Articulating and Demonstrating Your True “Alpha” to Clients and Prospects
- Pat Dunwoody - Executive Director, Canadian ETF Association
- Christopher J. Enright CIM®, FCSI® - President & Managing Director, Aligned Capital Partners
- Howard Atkinson - President and CEO, PascalWealthTech
10:20am - 10:45am25 mins
General Session
How To ‘Wow’ Your Clients
- Yves Rebetez, CFA - Partner, Credo Consulting
- Colin Andrews, MBA - Sr. Wealth Advisor & Portfolio Manager, The CM Group | CIBC Wood Gundy
10:45am - 11:15am30 mins
Morning Networking and Refreshment Break
11:15am - 11:55am40 mins
General Session
Advisor’s Guide To Building ESG Model Portfolios
- Liz Simmie - Co-Founder, Honeytree Investment Management
- Linda Ma - Analyst, ETFs & Financial Products, National Bank of Canada Financial Markets
- Margaret Dorn - Senior Director, Head of ESG Indices North America, S&P Dow Jones Indices
- David P. O'Leary, CFA, MBA - Founder and Principal, Kind Wealth
11:55am - 12:35pm40 mins
General Session
Canadian Real Estate and REIT ETFs: How Are They Performing and Are They an Effective Hedge Against Inflation?
- Roelof van Dijk - Executive Director, Real Estate, Canadian Real Estate Forums, Informa Connect
- Jenny Ma - Director, Equity Research, BMO Capital Markets
- Carl Gomez - Chief Economist & Head of Market Analytics Canada, CoStar
12:35pm - 1:25pm50 mins
Lunch for all Participants
1:25pm - 2:05pm40 mins
General Session
Understanding the Risks and Opportunities in Digital Assets
- Sean Alloca - Editor in Chief, ETF.com
- Ayla Kremb - Head of Education Committee, Global Digital Asset & Cryptocurrency Association
- Victor Kuntzevitsky, CFA, CAIA - Associate Portfolio Manager, Wellington-Altus Private Counsel
2:05pm - 2:45pm40 mins
General Session
The State of Bitcoin ETFs
- Daniel Gonzalez - Analyst, Wealth Management Practice, Javelin
- Michael Zagari, FCSI, CIM, CIWM - Associate Portfolio Manager, Mandeville Private Client Inc.
- Vlad Taveski - Chief Operating Officer and Head of Product, Purpose
2:45pm - 2:50pm5 mins
Conference Concludes
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