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Canadian ETF Masterclass: Building a More Resilient Core
Accepted for CFA®, CFP® and pending IIROC® credit
A complimentary event for investment professionals
This year's mix of volatility and prolonged uncertainty underscores the importance of building a resilient core. As investors look to prepare portfolios for 2021, how could more strategic building blocks offer protection from the unforeseen without sacrificing access to opportunity?
Join us to explore the range of innovative, low-cost strategies designed to meet clients' specific investment goals—from ESG to factors, sectors, and beyond.
Industry experts will also explore:
- How core ESG strategies can provide risk protection while offering a meaningful boost in ESG representation without necessarily sacrificing returns
- How to implement quality and dividend strategies to protect against short-term shocks and keep long-term goals in reach
- How index construction affects risk/return, liquidity, and capacity issues in U.S. small- and mid-cap equities
Keynote Speakers:
- Craig Lazzara, CFA, Global Head of Index Investment Strategy at S&P DJI, will discuss the effectiveness of indexing in building a stable core.
- Sam Stovall, CFP, Chief Investment Strategist at CFRA, will share his post-election equity outlook for North America.
Replays and Downloads
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Webinar Replay - Canadian ETF Masterclass: Building a More Resilient Core
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Evolution in Investment Management. What Is Happening, and Why?
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What's the Role of U.S. Core in Canada?
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Exploring Core Applications of ESG
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How Indexing Has Simplified Factor Investing
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Understanding the Market Impact of the U.S. Election
Featured Speakers
Managing Director, Global Head of Wealth Management Channel
View BioConference Agenda
Canadian ETF Masterclass: Building a More Resilient Core
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11:00 AM – 11:05 AM |
INTRODUCTION & WELCOME Travis Robinson - CFP, Senior Director, Head of Canada Financial Advisor Channel Management, S&P Dow Jones Indices |
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11:05 AM – 11:25 AM |
EVOLUTION IN INVESTMENT MANAGEMENT. WHAT IS HAPPENING, AND WHY? Keynote Speaker: Craig Lazzara - CFA, Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices |
|
11:25 AM - 11:45 AM |
WHAT’S THE ROLE OF U.S. CORE IN CANADA? Moderator: Travis Robinson - CFP, Senior Director, Head of Canada Financial Advisor Channel Management, S&P Dow Jones Indices Panelists: Hamish Preston - Associate Director, U.S. Equity Indices, S&P Dow Jones Indices Erika Toth - CFA, Director, Institutional & Advisory, Eastern Canada, BMO Global Asset Management |
|
11:45 AM – 12:45 PM |
EXPLORING CORE APPLICATIONS FOR ESG Moderator: Jenna Dagenhart - Program Anchor, Asset TV Panelists: Margaret Dorn - Senior Director, ESG Product Strategy, North America, S&P Dow Jones Indices Graham Mackenzie - Head, Exchange Traded Products, TMX Group Hussein Rashid - Vice President, ETF Strategist, Invesco Canada An-Lap Vo-Dignard - Senior Vice Present - Portfolio Manager and Investment Advisor, The Vo-Dignard Provost Group, National Bank Financial Charles Qi - CFA, Director, Institutional Structuring Group, CIBC Capital Markets |
|
12:45 PM – 1:05 PM |
HOW INDEXING HAS SIMPLIFIED FACTOR INVESTING Moderator: Shaun Wurzbach - Managing Director and Global Head of Financial Advisor Channel Management, S&P Dow Jones Indices Panelists: Pavel Vaynshtok - CFA, Managing Director and Global Head of Strategy Indices, S&P Dow Jones Indices Andrew Neatt - Investment Advisor and Portfolio Manager, Naas Neatt Physician Wealth Management, TD Wealth Private Investment Advice |
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1:05 PM – 1:25 PM |
UNDERSTANDING THE MARKET IMPACT OF THE U.S. ELECTION Keynote Speaker: Sam Stovall - CFP, Chielf Investment Strategist, CFRA, Equity and Fund Research |
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1:25 PM – 1:30 PM |
CLOSING REMARKS |
Agenda subject to change.
Statements made by persons who are not S&P Dow Jones Indices employees represent their own views and opinions, and are not necessarily the views of S&P Dow Jones Indices.
Speakers
Managing Director, Global Head of Wealth Management Channel
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