5th Annual Toronto ETF Masterclass: Ride the Next Wave of Index-Based Strategies

TUESDAY, OCTOBER 9 AT 8:15 AM

Advancements in index-based investing are bringing Canadian investors a range of sophisticated solutions once exclusively implemented by active managers. From sustainable income generation, to single- and multi-factor combinations, to dynamic risk management tools, the expanding indexing toolkit continues to democratize access to low-cost alpha.

Keynote speaker Robert Gignac, author of Rich is a State of Mind, will open the event with his tried-and-true communication techniques for maintaining a successful client/advisor relationship.

Join us to learn how advisors are incorporating index-based strategies to meet tailored client objectives:

  • Approaches to minimizing home bias, getting the right mix of exposures, and accounting 
    for maverick risk
  • Using single- and multi-factor strategies as portfolio diversifiers and risk mitigators
  • Achieving stable income payouts in retirement while keeping risk in check
  • The growth of robo-advisors and their impact on Canada's wealth management industry
Location
One Kings West, 1 King St W, Toronto, ON M5H 1A1, Canada

8:15 AM – 8:45 AM

Registration & Breakfast

8:45 AM – 8:55 AM

INTRODUCTION & WELCOME

8:55 AM – 9:30 AM

EFFECTIVE Techniques for Maintaining a Successful Client/ADVISOR Relationship

Keynote Speaker: Robert Gignac, Author of “Rich Is a State Of Mind:
Building Wealth and Happiness — A Blueprint”

9:30 AM – 10:15 AM

HOW CAN CANADIAN INVESTORS NAVIGATE THE RANGE OF RISK?

Moderator: Shaun Wurzbach, Managing Director and Global Head of Financial Advisor Channel Management, S&P Dow Jones Indices

Panelists:

·         Michael Philbrick, President, ReSolve Asset Management

·         Susanne Alexandor, VP, Client Portfolio Manager,
Cougar Global Investments

·         James Garcelon, Executive VP & PM, Shaunessy Investment

10:15 AM – 10:45 AM

RETIREMENT INCOME FROM A TO D: PLANNING HOLISTICALLY FROM ACCUMULATION TO DECUMULATION

·          Kevin Horan, Director Fixed Income Indices, S&P Dow Jones Indices

·          Tyler Mordy, President & CIO, Forstrong Global Asset Management

10:45 AM – 11:00 AM

NETWORKING BREAK

11:00 AM – 11:30 AM

THERE’S NOTHING EQUAL ABOUT EQUAL-WEIGHT PERFORMANCE

Tim Edwards, Ph.D., Managing Director, Index Investment Strategy,
S&P Dow Jones Indices

11:30 AM – 12:15 PM

SHINING A LIGHT ON FACTOR INVESTING: TRUTHS, HALF-TRUTHS AND LITTLE WHITE LIES

Moderator: Daniel Straus, Ph.D, M.Fin., Vice President, ETFs & Financial Products Research, National Bank of Canada Financial Markets

Panelists:

·         Craig Lazzara, CFA, Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices

·         Dan Hallett, CFA, Vice President & Principal, Highview Financial Group

·         Andrew Neatt, CFA, Senior Advisor, MD Wealth Management

12:15 PM – 12:45 PM

THE FUTURE IS NOW: ROBO-ADVISORS’ GROWING ROLE

Moderator: Randall O’Leary, Head of Canadian Financial Advisor Channel Management, S&P Dow Jones Indices

Panelists:

·         Clare O’Hara, Business Reporter, The Globe & Mail

·         Yves Rebetez, CFA, ETF Specialist, ETF Insight 

12:45 PM – 12:50 PM

CLOSING REMARKS

Randall O’Leary, Head of Canadian Financial Advisor Channel Management,
S&P Dow Jones Indices 

12:50 PM – 1:30 PM

LUNCH & NETWORKING

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