The event will run from 7:30 AM to 1:30 PM and include networking breaks. Sessions will include:
Keynote: What’s next—the international view
Canada is often a few years behind other jurisdictions in adopting innovations, and the ETF space is no different. What trends have we seen in the U.S. and Europe that may come here? What are manufacturers working on next? What’s not working elsewhere that we should avoid? A speaker with an international perspective offers insights.
Panel: Why I do and don’t use ETFs
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.
Workshop: Transforming a portfolio
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.
Panel, presented by RBC
Our Platinum Sponsor, RBC, will present a panel. More details to come.
Lunchtime research presentation, presented by CETFA
Our Education Partner, CETFA, will explain CETFA’s new research on investors’ perceptions of ETFs.
Agenda subject to change.
Receive a half day of education and networking for just $99 plus tax, including breakfast and lunch. Register before August 16 and pay only $80 plus tax. Register now.