As the long-term benefits of passive investing continue to mount, more and more advisors are incorporating index-based strategies into their practices.

Join us and leading industry practitioners as we pinpoint new ways to help advisors more efficiently construct portfolios while redefining their client value proposition.

Keynote speakers will complement the morning’s discussions with personal accounts of successfully transitioning their practices to a fee-based model even before CRM2 came into play.

Panelists will discuss:

• Building a cost-efficient core with ETFs

• Finding income in an unprecedented rate environment

• Debunking some common misperceptions about trading ETFs

• Using an evidence-based approach to asset allocation

• Exploring correlations among factors and how combining factors can influence risk and return



Accepted for 3-hour CFA® credit.

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8:15 AM – 9:00 AM REGISTRATION & BREAKFAST
9:00 AM – 9:05 AM OPENING REMARKS
9:05 AM – 10:00 AM KEYNOTE ADDRESS:A PRACTITIONER’S EXPERIENCE TRANSITIONING TO A SUCCESSFUL FEE-BASED BUSINESS MODEL 
  ·         John De Goey, Portfolio Manager, Industrial Alliance Securities (iAS)
10:00 AM – 10:35 AM IS ACTIVE MANAGEMENT GETTING HARDER?
  ·         Craig Lazzara, CFA, Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices
10:35 AM – 11:15 AM STRENGTHENING CORE EXPOSURE USING ETFS
  ·         Jonathan Needham, National Sales Manager, Vanguard
  ·         Michael Philbrick, President, ReSolve Asset Management 
  ·         Randall O’Leary, Head of Canadian Financial Advisor Channel Management, S&P Dow Jones Indices
11:15 AM – 11:30 AM NETWORKING BREAK
11:30 AM – 12:20 PM FIRESIDE CHAT: ETF TRADING MISCONCEPTIONS & BEST PRACTICES
  ·         Daniel Straus, PhD, Analyst, ETFs & Financial Products, National Bank Financial
  ·         Alan Green, Head Capital Markets, BlackRock
12:20 PM – 1:00 PM EXCLUSIVE Q&A: KEEPING PACE WITH THE GROWING NEED FOR INCOME
  ·         Tyler Mordy, President and CIO, Forstrong Global Asset Management
  ·         Heather McArdle, Director, Fixed Income Indices, S&P Dow Jones Indices
1:00 PM – 2:00 PM SUPPLEMENTAL LUNCH SESSION: PUTTING FACTOR STRATEGIES INTO PRACTICE IN YOUR PORTFOLIO
  How can factor strategies potentially enhance returns and mitigate risk?
What happens when factors are combined?
What tools are available to make factor investing more accessible?
  Join industry leaders as they demonstrate how practitioners are fine-tuning their portfolios with factors.
  Speakers include:
  ·         Craig Lazzara, CFA, Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices
  ·         Joseph Kairen, Senior Director, Strategy & Volatility Indices, S&P Dow Jones Indices
  ·         Christopher Doll, Vice President, Head of Product & Business Strategy, PowerShares Canada


8:15 AM – 9:00 AM REGISTRATION & BREAKFAST
9:00 AM – 9:05 AM OPENING REMARKS
9:05 AM – 9:40 AM IS ACTIVE MANAGEMENT GETTING HARDER?
  ·         Craig Lazzara, CFA, Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices
9:40 AM – 10:20 AM STRENGTHENING CORE EXPOSURE WITH ETFS
  Panelists:
  ·         Benjamin Creary, Sales Executive, Vanguard
  ·         Raymond Kerzerho, Director of Research, PWL Capital 
  ·         Randall O’Leary, Head of Canadian Financial Advisor Channel Management, S&P Dow Jones Indices
10:20 AM – 11:00 AM ASSET ALLOCATION STRATEGIES FIT FOR ANY TOMORROW
  ·         Adam Butler, CFA, Chief Investment Officer, ReSolve Asset Management
  ·         Rodrigo Gordillo, Partner, ReSolve Asset Management
11:00 AM – 11:15 AM NETWORKING BREAK
11:15 AM – 12:05 PM FIRESIDE CHAT: ETF TRADING MISCONCEPTIONS & BEST PRACTICES
  ·         Daniel Straus, PhD, Analyst, ETFs & Financial Products, National Bank Financial
  ·         Alan Green, Head Capital Markets, BlackRock
12:05 PM – 1:00 PM KEYNOTE ADDRESS: A PRACTITIONER’S EXPERIENCE TRANSITIONING TO A SUCCESSFUL FEE-BASED BUSINESS MODEL
  ·         Guy Lalonde, CAIA, Portfolio Manager, Investment Advisor, Senior Vice President, National Bank Financial Wealth Management
1:00 PM – 2:00 PM SUPPLEMENTAL LUNCH SESSION: PUTTING FACTOR STRATEGIES INTO PRACTICE IN YOUR PORTFOLIO
  How can factor strategies potentially enhance returns and mitigate risk?
What happens when factors are combined?
What tools are available to make factor investing more accessible?
  Join industry leaders as they demonstrate how practitioners are fine-tuning their portfolios with factors.
  Speakers include:
  ·         Craig Lazzara, CFA, Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices
  ·         Joseph Kairen, Senior Director, Strategy & Volatility Indices, S&P Dow Jones Indices
  ·         Christopher Doll, Vice President, Head of Product & Business Strategy, PowerShares Canada

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