Location:
Burlington Convention Centre
The 4th Annual ETF Conference
Canada’s Premier Educational Forum for Advisors on Exchange Traded Funds
A Unique, One-Day Educational Conference for IIROC and MFDA Advisors Looking to Utilize ETFs in Their Client Portfolios
Date:
Wednesday, November 29, 2017
Conference Chair
Yves Rebetez
Managing Director, Editor
Pat Dunwoody
Executive Director
Eric Balchunas
Senior ETF Analyst
Ahmed Farooq
Vice President
ETF Business Development
Daniel Straus
Vice President
ETFs & Financial
Products Research
John Mountain
Director
Investment Funds & Structured Products
Hugh Murphy
Managing Director
Jason Stewart
Executive Advisor
Financial Services
Clare O’Hara
Business & Financial
Reporter
Ray Dragunas
Portfolio Manager
Ray Dragunas Investment Consulting
Dave Nugent
Chief Investment Officer
& Portfolio Manager
Christopher Doll
Vice President, Head of Product &
Business Strategy, PowerShares
Gold Sponsor
Diamond Sponsor
Silver Sponsor
CE Credits
Up to 6 CE Credits Available
Conference Overview
The fourth edition of this Mindpath Conference will deliver comprehensive, cutting-edge information on Exchange Traded funds for both IIROC and MFDA Advisors looking to expand their books. The program agenda will include such topics as Evolving Fee Schedules for Advisors Using ETFs; ETF Strategists; Mutual Funds and ETFs – Can they peacefully co-exist ?; Beyond Mainstream ETFs; The Value of Advisors in An Index Investing World; Compliance in today’s CRM2 Environment and much more.
The day will appeal to advisors already using ETFs as well as those advisors looking to transition their books to ETFs or integrate ETFs into their existing product line-ups.
In addition to providing value-added ETF information from the main-stage, ETF Product Providers will be on hand to answer product related questions at their exhibit booths.
Delegate Testimonials
“One of the best conferences from a learning point of view I have attended. You could see the focus here was on education and presenting different points of view.” Chris Edwards, Assante
Capital Management
“Highly educational. I would recommend this conference to my peers.” Lisa Martens, Desjardins Financial Security
“Excellent conference with great speakers. Excellent planning … the whole day was just great. Thank you very much. I learned a lot.” Lisa Chew, BMO Bank of Montreal
“I got a lot out of the conference. The content, speakers, exhibitors, venue, lunch and the colleagues I met were all top notch. I know how much effort goes into setting
these events up and I’m just getting into the ETF space now so I learned a great deal for a one day conference.” Edward Yun, Vice President, Investment Advisor,
Financial Planner RBC Wealth Management | RBC Dominion Securities Inc.
To become a speaker at one of Mindpath’s conferences or to utilize one of our events as a new business development vehicle through sponsorship, please contact Don Bridgeman, CEO (905) 379-0232 or toll free 1 (877) 929-6463. To send Don an email, click here. Alternatively, for our ETF Conference, contact Yves Rebetez, Event Experience Consultant to discuss your participation at this unique educational event for advisors: Tel.: (289) 681-1414 or to send Yves an email, click here.