Calgary Financial Advisor Forum

THURSDAY, JUNE 21 AT 8:30 AM ET

In uncertain markets, it can be difficult to know which parts of a portfolio are well-suited to buying and holding, and which require a more hands-on, opportunistic approach.

Join S&P DJI and leading industry experts as we explore ways to navigate short-term challenges while steadily achieving long-term client goals.

Featured speaker Sam Stovall, Chief Investment Strategist at CFRA, Equity and Fund Research, will address opportunities in equities and fixed income at the market, sector, and industry level.

Thomas Watters, Managing Director at S&P Global Ratings, will also share his insights on the Canadian energy sector.

Topics will also include:

  • Capitalizing on the evolution of indexing from market-cap equity to factor-based strategies
  • Diving deeper into multi-factor implementation
  • Dissecting 15 years of SPIVA® research that begs the question, "Is active management getting harder?"
  • Applying an evidence-based approach to asset allocation

Accepted for 3-hour CFA® credits

Location
Calgary Marriott Downtown, 110 9 Ave SE, Calgary, AB T2G 5A6, Canada

8:00 AM – 8:25 AM

Registration & Breakfast

 

8:25 AM – 8:30 AM

INTRODUCTION  

Randall O’Leary, Head of Canadian Financial Advisor Channel Management,

S&P Dow Jones Indices

8:30 AM – 9:00 AM

KEYNOTE SPEAKER: 2018 US MARKET OUTLOOK

 

Sam Stovall, CFP, Chief Investment Strategist, CFRA

 

9:00 AM – 9:30 AM

capitalizing on the evolution of indexing, what
spiva research tells us, and more

 

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


9:30 AM – 10:10 AM

Applying an evidence-based approach to asset allocation

Speakers:

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

·         Terry Shaunessy, CEO, CIO, Shaunessy Investment Counsel

·         David Sherlock, Portfolio Manager, SAGE Connected Investing of Raymond James


10:10 AM – 10:25 AM


NETWORKING BREAK

 

10:25 AM – 11:15 AM

THE EVOLUTION OF FACTORS & PUTTING FACTOR STRATEGIES INTO PRACTICE IN YOUR PORTFOLIO

Speakers:

·         Scott Newman, Vice President, Invesco Canada (moderator)

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

·         Michael Philbrick, President, ReSolve Asset Management

·         Vijay Vaidyanathan, CEO, Optimal Asset Management

·         Antonio Cabeda, Senior Advisor, Equity and Commodity Derivatives, TMX Group

 

11:15 AM – 11:45 AM

KEYNOTE SPEAKER: INSIGHTS ON THE CANADIAN ROCKY
MOUNTAIN ENERGY SECTOR

Tom Watters, Managing Director, Energy Sector Specialist,
S&P Global Ratings


 

11:45 AM – 11:50 AM

CLOSING REMARKS  

Brady Fletcher, CEO, TSX Venture Exchange

11:50 AM – 12:30 PM

SUPPLEMENTAL LUNCH SESSION: CUSTOM INDEXING DISCUSSION

Michael Mell, Senior Director, Custom Indices, S&P Dow Jones Indices

 

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