Reimagining Core Beyond the Status Quo 

WEDNESDAY, SEPTEMBER 18, 2019 | 8:30 AM - 1:00 PM

A complimentary event for financial advisors

Discover the latest strategies that transcend large-cap core. Reinvigorate clients' portfolios with techniques you may not have seen before. Join S&P DJI and leading industry experts to explore differentiated approaches that deal with risk amid changing market dynamics.

Featured speaker Sam Stovall, Chief Investment Strategist at CFRA, will share his equity market outlook for North America and discuss opportunities at the market, sector, and industry level.

Topics will include:

  • Customizing core equity portfolios using low-cost building blocks that transcend market cap weighting and address home country bias
  • Diversifying with single- and multi-factor strategies designed to help investors participate in the upside while protecting on the downside
  • The latest research on the low volatility anomaly and the effectiveness of equal weighting
  • How advisors are adopting index-based techniques and communicating their strategies in order to potentially win new clients

Location
One King West Hotel & Residence | Toronto, ON

Microsoft Word - SPDJI Toronto ETF Masterclass 2019_FinalAgenda.docx

9:00 AM – 9:30 AM

 

9:30 AM – 9:35 AM

REGISTRATION & BREAKFAST

 

 

WELCOME & INTRODUCTION 

Travis Robinson, Senior Director, Canada and Northwestern U.S. Region,

Financial Advisor Channel, S&P Dow Jones Indices 

9:35 AM – 10:05 AM

MARKET OUTLOOK: PROBING WHETHER IT’S TIME TO BAIL OR BUY

Keynote Speaker: Sam Stovall, Chief Investment Strategist, CFRA   

 

 

10:05 AM – 10:20 AM     HOW INDEXING CONTINUES TO REDEFINE ADVISORS’ OPPORTUNITY SET

 

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

 

 

10:20 AM – 11:00 AM     FACTORING IN FACTORS: BUILDING A STABLE CORE AND MORE

  

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

 

Panelists:

        Vijay Vaidyanathan, President, Optimal Asset Management

        Mario Barbaro, Vice President, Portfolio Manager and Investment Advisor, TD Wealth Management

        Andrew Neatt, Portfolio Manager, TD Wealth Private Investment Advice

             

 

11:00 AM – 11:15 AM     NETWORKING BREAK 

 

 

11:15 AM – 11:35 AM     ESG MEETS CORE: FROM NICHE TO MAINSTREAM

 

Reid Steadman, Managing Director, Global Head of ESG, S&P Dow Jones Indices

 

 

11:35 AM – 12:15 PM     IT’S WHAT’S INSIDE [THE CORE] THAT COUNTS

 

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

 

Panelists:

        Rob Jackson, Head of ETF Strategy, Adaptive ETF

        James Garcelon, Executive Vice-President and Portfolio Manager, Shaunessy Investment Council

        Guy Lalonde, Vice President and Portfolio Manager,  National Bank Financial   

 

12:15 PM – 12:30 PM     ETFs IN APPLICATION: BEST PRACTICES

 

Graham MacKenzie, Head, ETFs and Structured Products, 

Toronto Stock Exchange and TSX Venture Exchange 

 

12:30 PM – 1:00 PM       CLOSING REMARKS & NETWORKING LUNCH 

  

Statements made by persons who are not S&P Dow Jones Indices employees represent their own views and opinions, and are not necessarily the views of S&P Dow Jones Indices. 

 

Agenda subject to change.

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