Marriott Pinnacle Hotel
Marriott Pinnacle Hotel, 1128 W Hastings St, Vancouver, BC V6E 4R5, Canada

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Event Date Thu Jun 6 PDT (over 2 years ago)
In your timezone (EDT): Thu Jun 6 10:20am - Thu Jun 6 10:00pm
Location Marriott Pinnacle Hotel
1128 W Hastings St, Vancouver, BC V6E 4R5, Canada
Region Americas

Investing has changed and the products offered are evolving quickly. As these asset classes increase in number and sophistication, investors are rapidly discovering that these products are an excellent investment option to diversify, limit risk and capitalize on opportunity. The alpha/beta separation is becoming more distinct and the need for expert knowledge in every asset class is now needed by investors, advisors and managers.

Our top-down approach to the agenda enables us to deliver timely, thought-provoking, cutting edge, and sometimes controversial insight in a stimulating manner. We understand the importance of learning from the best. Each conference offers a well balanced speaker composition consisting of insight from authors, educators, economists, regulatory bodies and industry leaders from around the globe.

Join us at Canada's largest ETF conference. This annual event promises to deliver timely and actionable ideas to help attendees navigate any market conditions. With a top-notch speaking faculty and a content-driven agenda focusing on the needs of all financial advisors, Exchange Traded Forum has something for everyone. Investing has changed, let Exchange Traded Forum 2019 be your opportunity to learn, network, gain experience and be visible.

Radius Financial Education is proud to be hosting this annual event in both Toronto and Vancouver, bringing together leading professionals from every segment of this dynamic group of investment products, including investors, advisors, managers, research professionals, regulatory experts, noted financial educators and authors, to share their expertise, views and analysis.


2019 Speakers


Karl Cheong
Head of ETFs, Canada of FT Portfolios Canada Co.

Michael Cooke
Senior Vice President, Head of Exchange Traded Funds, Mackenzie Investments

Kevin Gopaul
Head, BMO Global Asset Management Canada, Global Head of ETFs and Chief Investment Officer, BMO Global Asset Management

Duane W. Green
President and Chief Executive Officer, Franklin Templeton Investments Canada


Juan Carlos Artigas
Director, Investment Research, World Gold Council

Pat Bolland
Media Consultant

Roger Chandhok
Director, Equity Derivatives, ETF Sales & Trading, National Bank Financial Group

Skye Collyer
Vice-President, Business Development, Horizons ETFs Management (Canada) Inc.

Darcie Crowe
Senior Vice President, Sr. Investment Advisor & Portfolio Manager, Canaccord Genuity Wealth Management

Rene Dinter
Director, ETF Distribution British Columbia, BMO Global Asset Management

Pat Dunwoody
Executive Director, Canadian ETF Association (CETFA)

Bobby Eng
Vice President, Head of SPDR ETFS Canada, State Street Global Advisors

Ahmed Farooq
Vice President, ETF Business Development, Franklin Templeton Investments Canada

Joseph F. Hohn
Senior Portfolio Manager & Vice President, Dimensional Fund Advisors LP

Michael Kovacs
President & Chief Executive Officer, Harvest Portfolios Group Inc.

Chris Lawless
Chief Economist, British Columbia Investment Management Corporation (BCI)

George Milling-Stanley
Vice President, Head of Gold Strategy, State Street Global Advisors

Jaime Purvis
Executive Vice-President, Horizons ETFs Management (Canada) Inc.

Stacey Steinberg
Vice-President, ETFs, Mackenzie Investments

Daniel Straus, Ph.D., M.Fin.
ETF Research & Strategy, Derivatives & Structured Products, National Bank Financial

Mark Webster, Director
ETF Sales, Institutional Sales & Service, Western Canada, Bank of Montreal Global Asset Management

Sponsors & Partners

2019 Sponsors & Supporters

• Franklin Templeton Investments
• Munlife
• First Trust Portfolios Canada
• MacKenzie Investments
• State Street Global Advisors
• Fundata
• Canadian ETF Association
• Horizons Exchange Traded Funds
• Harvest
• Convention of Independent Financial Advisors
• FastINDX
• Royal Canadian Monnaie Royale
• The Canadian Instiute of Financial Planning
• IFP Retirement Institute

• Canadian ETF Association

• Wealth Professional
• Jobs in ETFs
• Financial Products Research
• ETF Watch