WP Advisor Connect - 01 - Reverse_EventDetails

 

 

 

AGENDA

JUNE 16, 2020 | 1:00pm - 4:00pm EST

1:00pm Registration and virtual orientation  

Main stage 

1:10 – 1:15pm The State of the Canadian ETF Market

Inflows into the birthplace of exchange traded funds jumped, despite market volatility. Pat Dunwoody, CETFA kicks off Advisor Connect with a deep dive into the Canadian ETF landscape. 

Speaker: 
Pat Dunwoody, Executive Director, Canadian ETF Association 

1:15pm2:00pm Keynote Panel Discussion: New Approaches & New Solutions – The Next Wave of ETF Investing  

Market volatility, global recession, bear market – the financial industry has been hit with it all during this pandemic and we are not through it yet.  The record-setting volatility has raised a lot of challenges and for advisors, uncertainty is the worst.  But there is light at the end of the tunnel and ETFs have proven their durability.  So, what’s in store for remainder of the 2020 ETF market and what new solutions can they provide for advisors?  Join this not to be missed session to hear from the ETF gurus and get answers to your toughest questions.  

  • ETF trends, risks and opportunities  
  • How can you position yourself and your portfolio for the second pandemic wave?  
  • Where in the world should you invest and what’s the future of the economy? 
  • The next wave of ETF investing and what that means to your portfolio 

Keynote Speakers

 

Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence  

Deborah Fuhr, Managing Partner & Founder, ETFGI 

Dave Nadig, Chief Investment Officer & Director of Research, ETF Trends & ETF Database 

Daniel Straus, PhD, M.Fin., Vice President, ETFs & Financial Products Research, National Bank of Canada Financial Markets 

Moderator:James Burton, Sr. Editor, Key Media 

 

EXHIBITION

1:00pm – 3:30pm

  • Visit the virtual exhibition booths
  • Hear from product issuer experts on ETFs to turn to in any crisis
  • Do business
  • Arrange one-to-one chats
  • Make new connections
  • Network with the industry

WORKSHOPS

2:00pm – 2:15pm Gold – Apocalypse Insurance

Shiraz Ahmed

Shiraz Ahmed, Financial Advisor & Associate Portfolio Manager, Sartorial Wealth of Raymond James Ltd. 

 

2:15pm – 2:30pm Global Disruptive Innovation: The Road to Recovery   

Lisa Langley

Lisa Lake Langley, CEO & President, Emerge Canada Inc. 

Lead by: Emerge Canada Inc.  

 

2:30pm – 2:45pm Learn How to GROW Your Practice by Connecting With Women 

Tammy Cash

Tammy Cash, Co-Chapter Head, WE Canada & Executive Vice-President and Head of Marketing, Horizons ETFs  

Paulette Filion     Judy Paradi

Paulette Filion & Judy Paradi, Partners, StrategyMarketing.ca & co-authors, INVEST(in)HER 

 

2:45pm – 3:00pm Where in The World Can I Find Income? 

Dale Roberts

Dale Roberts, Chief Disruptor, Cut The Crap Investing 

Main stage

3:00pm – 3:30pm Avoiding the Irrational With Goals: Behavioral Finance And The Pandemic 

Mark Yamada, President & CEO, PUR Investing Inc. 

Hoarding toilet paper and treasury bonds are both predictable attempts to retaining some control in the midst of chaos – although one can never have enough toilet paper! However irrational response to uncertainty often leads to action we regret. To avoid suboptimal decisions investors and their advisors need assurance about the status of their goals. Learn how constructing portfolios around goals can circumvent behavioral pitfalls and relieve stress. 

  • Disaster, fear, and anxiety lead to cognitive cheating 
  • Behavioral finance 2: normal smart or normal stupid 
  • Risk tolerances that change under stress can threaten your practice 
  • Building and reporting portfolios around goals is a robo-killer    

3:30pm – 4:00pm Virtual networking lounge  
Connect, interact, and build relationships with your peers in our virtual networking lounge.   


 

Come and meet the industry, ask questions, find new suppliers – live booths with representatives from:

NBI 1080 x 1080 Croesus-Logo-CMJN (1) Emerge 1080 x 1080 1920 x 1080

*Please note that all times listed are Eastern Standard Time


 

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