7:30 – 8:15 am
Registration and breakfast
8:15 – 8:30 am
8:30 – 9:00 am
Keynote: What’s next—the international view
Kendra Thompson, Head of Wealth Management, North America, Accenture
Canada can learn from other jurisdictions when it comes to innovation, and the ETF space is no different. What trends have we seen in the U.S. or Europe that may come here? What are manufacturers working on next? What’s not working elsewhere that we should avoid? Accenture’s Kendra Thompson offers insights, with an international perspective, to help you understand the digital transformations impacting financial advisors.
9:00 – 10:00 am
Panel: Why I do and don’t use ETFs
Andrew Clee, CFA, CMT, Vice President, Exchange Traded Funds, Fidelity Canada;
Linda Shick, CIM, Senior Vice President & Portfolio Manager, Family Wealth Counsel Advisory Group, Raymond James;
Kurt Rosentreter, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, Senior Financial Advisor and Associate Portfolio Manager, Manulife Securities
ETFs are growing quickly, but Investment Executive’s research shows an 8% penetration rate for the products. What’s holding advisors back from using these tools? Learn when and why advisors use–and don’t use–ETFs.
10:00 – 10:15 am
10:15 – 11:15 am
Best practices to maximize success: Find out what really matters when evaluating ETFs
Trevor Cummings, Head, Business Development, Exchange Traded Funds, RBC Global Asset Management;
Naseem Husain, ETF Capital Markets Specialist, Exchange Traded Funds, RBC Global Asset Management
Having trouble deciding which ETFs to choose? Find out how to examine the strengths and characteristics of a variety of funds, and make sure you’re not missing out on important strategies.
Session presented by our Platinum Sponsor, RBC Global Asset Management. RBC Global Asset Management is one of Canada’s fastest growing ETF providers, with more than $5.0 billion in ETF assets under management (as of June 30, 2018). Backed by the strength and experience of its global, award-winning investment management team, RBC ETFs are designed to meet clients’ income, diversification and risk management needs.
11:15 – 12:00 pm
Workshop: Transforming a portfolio
Graham Westmacott, CFA, Portfolio Manager, PWL Capital
This practical workshop walks you through the investment, rebalancing and taxation implications of adding ETFs to a portfolio while closing out other positions. An in-depth look at the process will leave you with the tools to determine the optimal strategies for your own clients.
12:00 – 12:30 pm
12:30 – 1:15 pm
Research presentation: The value of ETFs in your client’s portfolio
Pat Dunwoody, Executive Director, Canadian ETF Association;
Hugh Murphy, Managing Director, Credo Consulting Inc.
Our Education Partner, CETFA, will explain CETFA’s new research on investors’ perceptions of ETFs. The session will also discuss how to use ETFs to complement clients’ current investments with solutions ranging from broad-based index portfolios to funds that provide targeted exposures.
1:15 – 1:30 pm
Agenda subject to change.
ETF Summit registration is now closed as the event is sold out.
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Virtual booth sponsors: