Investment Executive&Advisor's Edge

2nd Annual ETF Summit 2019

Tuesday, October 1
Toronto Region Board of Trade,
77 Adelaide Street West, Toronto

2020 details coming soon! Below is the agenda for the live event held Oct. 1, 2019.


8:15 am

Registration and breakfast

8:55 to 9:00 am

Opening remarks

9:00 to 9:30 am

(30 minutes)

Opening Keynote: How long can ETF growth last?

Dave Cassie, Managing Director, Consulting and Deals, PwC

Through his involvement with PwC’s global ETF survey, Roadmap to Growth, Dave Cassie has spoken to nearly every Canadian leader in the ETF space. In the 2018 report’s first Canadian release, Dave will share the insights identified through the survey on both a global and local Canadian level on the expected growth in the sector, including what factors are required to be successful when entering and growing within the Canadian ETF market. Considerations will include asset classes, ETF types and distribution. He will also explain how advisors can apply these findings when they are making product selections for clients.

9:30 to 10:45 am

(75 minutes)

Interactive C-suite discussions

Duane Green, President and CEO, Franklin Templeton Canada
Julian Klymochko, CEO, Accelerate
Dean Orrico, President and CIO, Middlefield Capital Corporation

Replacing the traditional Executive Panel discussion, this new interactive, small-group format will focus on sharing knowledge through forward-thinking content and heightened audience engagement. This interactive session encourages delegates to discuss and debate their views on the ETF market, as well as ETF strategy, with the C-suite from a select group of fund companies. Executives will then reconvene on stage of the last 15 minutes of the session to share the insights from the session.

This session is presented by our Interactive C-Suite Discussions Sponsors: Accelerate, Franklin Templeton Canada & Middlefield Capital Corporation.

10:45 to 11:05 am

(20 minutes)

Networking break and Speakers Corner

11:05 to 12:05 pm

(60 minutes)

Portfolio construction: Using ETFs to solidify your core

Trevor Cummings, Director, ETF Leader, BlackRock Canada

Establishing a scalable portfolio construction process delivers value to investors and advisors alike, and ETFs are an ideal tool for building solid and scalable portfolio foundations. This session will explore how ETFs can be used in the core by discussing portfolio construction concepts and ideas, industry trends, and actionable examples of how to get started.

This session is presented by our Platinum Sponsor, RBC iShares.

12:05 to 12:35 pm

(30 minutes)


12:35 to 1:05 pm

(30 minutes)

Lunchtime presentation: Get out of your own way: how to give advice that clients will follow

Dr. Moira Somers, Author, Neuropsychologist, and Executive Coach

Neuropsychologist Dr. Moira Somers has spent the last decade investigating why clients don’t follow financial advice and finds that part of the problem is advisors themselves. In this illuminating talk, Dr. Somers will explain the ways advisors unintentionally sabotage their own advice-giving and share concrete, evidence-based strategies for boosting advice adherence among clients. Advisors will hear practical methods that they can implement the next day and beyond.

1:05 to 2:05 pm

(60 minutes)

ETFs: The ideal retirement income vehicle?

Andrew Clee, Vice-President, ETFs, Fidelity Investments Canada;
Michelle Munro, Director, Tax and Retirement Research, Fidelity Investments Canada

Thanks to their lower fees and tax efficiency, ETFs can help clients at all stages who are looking for income. Using case study examples, ETF expert Andrew Clee will explain how advisors can use ETFs to construct diversified portfolios that optimize for age and demographic challenges, particularly for retirees who are decumulating. Respected tax expert Michelle Munro will then connect Andrew’s insights to findings from Fidelity’s 2019 retirement survey, Retirement 20/20, which showed that Canadians are retiring earlier than expected, but with more financial obligations than their predecessors. The audience will walk away with a clear understanding of how ETFs fit into an income-oriented, tax-efficient retirement portfolio, as well as a sense of the retirement trends affecting their clients.

This session is presented by our Gold Sponsor, Fidelity Investments Canada.

2:05 to 2:35 pm

(30 minutes)

Networking break and Speakers Corner

2:35 to 3:20 pm

(45 minutes)

ETFs: A regulatory priority

Raymond Chan, Director Investment Funds and Structured Products, Ontario Securities Commission (OSC)

The Ontario Securities Commission (OSC) has made it a priority to examine the unit creation process for the ETF market. The commission plans to review regulatory developments in global ETF markets to help it develop a tailored oversight framework for ETFs in Canada.

Hear more details from the OSC’s director of Investment Funds and Structured Products on what the OSC is hoping to achieve when it comes to product regulation, distribution and disclosure for both active and passive ETFs.

3:20 to 4:05 pm

(45 minutes)

Closing Keynote: Geopolitical fault lines – The end of multilateralism and the New World Order

Charles Myers, Chairman and Founder, Signum Global Advisors

Political disruption is happening around the world in ways we haven’t seen since the Second World War. Brexit and the election of Donald Trump are two of the most visible examples, but we are also seeing the rise of populism in Italy, Mexico, Brazil and other countries. Additionally, there is an increasing rejection of global multilateralism, which has many far-reaching political, economic and social implications. Charles Myers, a New York-based global policy expert, will explore the most important of those implications in his talk.

4:05 pm

Closing remarks