WAISC

WAIS 2017 Canada - SPONSORS

DIAMOND SPONSOR

CIFP has been involved in the delivery of high quality financial planning education to Canadian financial planners since 1972. Currently, CIFP offers educational programs in financial planning, retirement planning, and delivers customized financial education and training programs to many organizations in the financial services industry.
Additionally, CIFP through its CIFPs Retirement Institute is the licensing body for the Registered Retirement Consultant (RRC®) and Registered Financial & Retirement Advisor (RFRA®) designations. These designations are supported by a rigorous educational program of study and examination, work experience, annual continuing education, code of conduct & ethics, and standards of practice. Over 3,000 RRCs are currently licensed to provide the pre and post retirement, and life style planning needs of Canadians. CIFP, through its 724learning.Net, provides IT consulting services to a variety organizations with specialization in financial services.

GOLD SPONSORS

With over 25 years supplying custody and brokerage solutions to Canada's independent financial service providers, National Bank Correspondent Network (NBCN) offers a uniquely integrated full-service solution for today’s Investment Fund Manager. Our robust Prime Services model includes trade execution, clearing and custody services, coupled with securities lending and structured financing. In addition, NBCN can also integrate the critical fund administration services of fund accounting and unit holder record keeping providing a true full service offering.
Whether you handle public funds or private pools, engage in passive or active management of domestic/global mandates, or employ simple versus complex alternative strategies - NBCN has the right solution for you.

 

 

 

 

Offered by State Street Global Advisors (SSGA), SPDR ETFs are a comprehensive fund family of over 160 ETFs, providing investors with the flexibility to match virtually any market situation or investment need. Created in 1993, The SPDR S&P 500 (SPY) launched an entire industry, which now offers over 5000 ETFs across every conceivable asset class.
State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with institutions and financial professionals to help them reach their goals through a rigorous, research-driven process spanning both active and index disciplines. We take pride in working closely with our clients to develop precise investment strategies, including our pioneering family of SPDR® ETFs. With trillions* in assets under management, our scale and global footprint provide unrivaled access to markets and asset classes, and allow us to deliver expert insights and investment solutions.
State Street Global Advisors is the investment management arm of State Street Corporation.

 

*Assets under management were $2.47 trillion CAD as of December 31, 2016.

SILVER SPONSORS

Since 2007, ConnectAndSell has helped 1,000+ companies, ranging from small startups to large enterprises like IBM, Varonis, and Infoblox, boost their sales pipelines as much as 5–8x. Our patented cloud sales-acceleration platform overcomes the limitations of any auto-dialer-only system. ConnectAndSell’s technology and highly trained agents relieve customers of the tedious, time-consuming, and frustrating work of navigating through gatekeepers, interactive voice response systems, phone trees, and voicemail. ConnectAndSell gets the decision maker on the phone for you. All your sales reps have to do is sell. ConnectAndSell allows reps to talk to more decision makers in 90 minutes than they would in a week of conventional dialing. Reps can be 100% focused on selling, since CRM data entry and follow-up scheduling is fully automated with ConnectAndSell. Because reps never miss making follow-up calls, sales leaders see their reps’ productivity skyrocket. In addition, ConnectAndSell’s teleprompter capability lets reps know exactly what to say on follow-up calls, while its InstantResponse™ function maximizes the impact of marketing budgets by making sure inbound inquiries get a call-back in less than five seconds with zero sales effort. For more information about ConnectAndSell, call 888-240-7737 or visit connectandsell.com.

The Horizons ETFs Group consists of innovative financial services companies offering regional families of ETFs in Canada, the United States, Korea, Hong Kong, Australia and Colombia. Currently, all of the ETFs offered by these companies use the Horizons ETFs' brand with the exception of the 'BetaShares' family of ETFs in Australia and the 'Mirae Asset Tiger ETFs' family in Korea. With approximately $8.6 billion in assets under management and 141 ETF listings worldwide, the Horizons ETFs Group makes up one of the largest collective families of ETFs in the world. All of the Horizons ETFs Group companies and affiliates are subsidiaries of Mirae Asset Global Investments Co., Ltd. USA products distributed by Foreside Fund Services, LLC.

The Mint is a commercial federal Crown Corporation producing circulation, numismatic and bullion coins for the domestic and international markets. Since 1908, the Royal Canadian Mint has earned a world-renowned reputation for quality, excellence and security. The Mint operates full-service gold and silver refineries with a range of services from refining to assaying and secure storage. The Royal Canadian Mint established the Canadian Gold and Silver Reserves program in order to provide an exchange-traded investment vehicle that tracks the price of gold (TSX:MNT) or silver (TSX:MNS) and makes investing directly in physical gold or silver available to institutional and retail investors. ETRs are listed on the TSX.

LANYARD SPONSOR


Blake, Cassels & Graydon LLP is one of Canada's leading and largest business law firms.
Within Canada, we have offices in each of the major Canadian commercial and regulatory centers: Montréal, Ottawa, Toronto, Calgary and Vancouver as well as international. We represent many of prominent domestic and international corporations, among a diverse clientele of public and private businesses. Our national strength and dedication to sharing our knowledge and expertise among practice groups is the hallmark of our firm.
The Blakes team are among the profession’s most experienced lawyers in advising clients in the investment management industry. A key advantage is the seamless integration of specialized expertise relevant to clients in this sector. Our team is particularly skilled in providing sophisticated advice on capital markets activities, including public and exempt offerings, listings of ETFs and ETNs on the Toronto Stock Exchange (TSX), compliance and registration matters, sales and marketing issues, continuous disclosure issues and governance and regulatory matters to some of the industry’s best known and most active participants. On behalf of these participants, we have advised on the launch of over 200 investment funds listed on the TSX.
For more information visit
blakes.com.

EXHIBITOR SPONSORS


CAF Canada is a registered Canadian charity that makes it easy, reliable and tax effective for Canadians to give both internationally and domestically, in full compliance with Canadian law. CAF Canada enables Canadians to make a difference anywhere in the world.
CAF Canada ensures that international philanthropic donations qualify for tax receipts by meeting all CRA standards. In addition, CAF Canada works closely with donors to fulfill their philanthropic wishes.
As a member of the CAF Global Alliance spanning six continents, CAF Canada offers a full suite of solutions for all international philanthropic needs. We can help craft a cohesive Corporate Social Responsibility program, work with a foundation to identify and direct its philanthropic goals or connect a charity to Canadian donors.
Our vision is for a more globally engaged Canadian donor community, and to carry out this vision, we have established partnerships with a diverse set of NGOs worldwide. In close collaboration with each organization, CAF Canada funds and oversees the implementation of distinct projects that are consistent with our permitted areas of charitable activity.
For a personal discussion about your philanthropic objectives, contact CAF Canada Director, Howard English by e-mailing
howard@cafcanada.ca or calling 416.274.8461.


IFSE Institute (“IFSE”) provides a world of exciting possibilities in distance learning. Specializing in mutual funds, insurance, exempt market, ETF and continuing education, IFSE is the leader in its field. Wholly owned by the Investment Funds Institute of Canada (IFIC) , IFSE has been providing financial services education to professionals and organizations for more than 40 years. Please come and visit us at our booth to ask us about our new Exchange-traded Funds Course (approved for 15 FPSC credits as well as Accredited for 15 hours of IIROC Compliance CE).


Mortgage Company of Canada Inc. is a Mortgage Investment Corporation (“MIC”) providing financing solutions by way of mortgages, primarily in the residential real estate sector within the Greater Toronto Area. Mortgage Company of Canada’s goal is to provide investors with attractive risk-adjusted returns while working within the conservative parameters mandated by its underwriting and administrative policies.


SGGG Fund Services Inc. is a financial services provider that has delivered third-party administration services, solutions and expertise to asset managers since 1997. Our comprehensive services are seamless and integrated with our clients’ operations, and our commitment to helping partners reach their goals has gained us the position as Canada’s largest administrator of alternative investment products. Through our Toronto head office, our offshore affiliate offices in Cayman and Malta, and our proprietary affiliate portfolio management systems technology named AlphaDesk, we can provide immediate and total administrative solutions for any type and size of asset manager, at any phase of development. Drawing upon the depth of talent and breadth of experience of our 110 employees, we have developed a sophisticated understanding of our clients’ needs. SGGG Fund Services Inc. is a true administrative partner that allows its clients to focus on managing their portfolios. Our mission is to provide unparalleled service and support by investing in the continuous development of our people, technology and partnerships.

SUPPORTING ASSOCIATION


Arrow Capital Management, an independent, employee-owned investment firm founded in 1999, has successfully navigated clients through all types of market conditions.
Today, our team of seasoned portfolio managers and industry experts has the global perspective and investment expertise to develop and deploy a wide variety of innovative investment strategies. Our strong, diverse platform features a global selection of outstanding funds, aligned with our investment philosophy and core values.
Arrow currently manages over CAD $1 billion of assets. Our disciplined and proven process for identifying skilled portfolio managers globally, combined with our commitment to true, active portfolio management drives our ability to deliver both a broad range of fund strategies as well as customized portfolios to meet specific client investment objectives.


Continuum Economics
Integrated analysis of macroeconomics, markets and policy
Continuum Economics is a leading independent economic research firm. We provide a range of services, from tactical market analysis to long-term thematic thinking. Our economists and market analysts use their institutional expertise to assess market signals and understand economic trends, helping our clients make profitable decisions 24 hours a day. In these uncertain times, portfolio managers, chief investment officers, analysts, bankers and corporates look to us to cut through market noise and deliver actionable insight on their most pressing concerns.
Our award-winning team is based in our offices in London (headquarters), New York and Singapore.
Our Approach
Building on our analysis of national balance sheets, Continuum Economics follows a rigorous, systematic approach to deciphering the dynamics of the global economy, unearthing opportunities and identifying risks that traditional research can miss.
Our coverage runs from fundamental macroeconomic and policy research to tactical market commentary and strategy.
Company History
Continuum Economics was formed from the 2016 merger of two complementary economic research firms:
4CAST, an online financial analysis company founded in 1994, providing real-time research to market participants around the world, and Roubini Global Economics (RGE), a global macroeconomic research, services and analytics firm founded in 2004, serving institutional investors, asset managers, policy leaders and corporate executives.
Our goal in combining the 4CAST and RGE services is to provide our clients with research that spans the continuum between short-term market signals and long-term strategic themes. This holistic approach uncovers opportunities and risks before they come to the attention of markets, helping our clients arrive at better decisions in a timelier manner.


Cryptiv is an enterprise-focused blockchain startup that has been in the industry since 2013. Cryptiv offers wallet systems that enable investors to trade and secure crypto-assets (Bitcoin, Ether, ERC20 tokens). Our software suite is designed for hedge funds, institutional investors, and trading floors as they increasingly try to gain exposure to this new asset class.


Founded in 2001, JC Clark Ltd. is a boutique asset manager to high net worth individuals, families, institutions and foundations. JC Clark focuses on long/short equity strategies and strives to preserve capital and generate attractive risk-adjusted returns, while maintaining low correlation to volatile market indices. JC Clark has six unique funds that have delivered excellent long-term returns and outperformed their benchmarks - most notably during difficult market conditions. Collectively, JC Clark principals and employees are among the largest investors in the funds. This alignment of interests is a key element of a successful long-term relationship with clients.


LOGiQ Asset Management is a new asset management and advisory business headquartered in Toronto, Ontario. Created in December of 2016, LOGiQ was born out of the combination of two asset management firms and a leading provider of institutional investment management representation services.
President and CEO Joe Canavan spent three decades crafting active management solutions aimed at helping Canadian families prosper. Driven by a desire to see the markets reward all investors, Joe saw an opportunity to democratize the wealth strategies typically available only to the high net worth and institutional investor.
LOGiQ is passionately focused on addressing the marketplace’s need for unique, actively managed solutions designed to:
  • Outperform passive or core strategies during volatile markets,
  • Add value above passive strategies in normal conditions, and
  • Add yield in low interest rate environments for equivalent risk levels.

Investment professionals with decades of experience managing specialty equity, fixed income and alternative asset investments have been hand chosen to manage LOGiQ retail portfolios. The portfolio managers are supported by superior talent, tools and technology, enabling nimble decision making in their pursuit of alpha.
For LOGiQ Global Partners, the firm’s institutional arm, the service model is solutions based, focusing on the needs of the institutional client and introducing the appropriate, vetted, best-in-class managers from around the globe to provide suitable solutions. These same sophisticated strategies and managers are a source for solutions for individual investors.
The new LOGiQ investment management and institutional platform has been enabled to serve multiple investor segments and distribution channels—key to building rapid scale, and efficiencies that can be passed on to all clients and stakeholders.
And, in typical Canavan style, Joe has embraced a values-based leadership model to build LOGiQ into a competitive force delivering results for a new era.


Recovery Partners was founded in 2001 and since then has been providing its clients with a two-pronged service offering comprising:
  • Financial and Risk Management Advisory services concerning Sovereign Debt Management Operations, investee companies, acquisition targets, loan obligors or financial asset portfolios.
  • Acquisition of distressed or “off strategy” financial assets.

The Bottom Line is that with us as your Partners you will get “Fast, Effective Relief” for any Restructuring, Debt or Asset Management Problem.


On April 10, 2017, Sprott Inc. entered into an agreement to sell its Canadian diversified assets to a management group led by John Wilson and James Fox, formerly the CEO and President of Sprott Asset Management LP, respectively.
A new operating company named SPR & Co LP has been created to assume portfolio management of those Canadian diversified assets (actively managed hedge and mutual funds). In the coming months, the company intends to launch a new brand for SPR & Co LP.
SPR & Co LP stands as an expert active manager of specialty investment solutions, committed to helping investors explore innovative ways to manage portfolio risk, and advisors to differentiate their businesses with unique investment solutions.

 

MEDIA PARTNERS


Wealth Professional Magazine is Canada’s definitive source of news, opinion and analysis for today’s sophisticated financial planning and advice professionals. Delivered exclusively online to Canada’s financial planners and advice community, Wealth Professional provides a real-time web service that keeps time-poor advisers up to date with the latest breaking news, cutting-edge opinion, and expert analysis affecting both their business, and their industry.
Wealth Professional is published by Key Media- a fast-growing, independently owned group of B2B media companies. It uses multi-platform business intelligence and content to put buyers and sellers together across six key verticals in six worldwide markets.

Webcasting to over 400,000 advisers, pension funds, consultants, family offices, endowments and wealth managers. Our video library at www.asset.tv is available to investment professionals in the US, UK, Europe and Asia. The asset.tv video library is directly linked to some of the biggest and best financial websites around the world, including Barclays Stockbrokers, FE analytics and Reuters. Asset TV Canada www.asset.tv is the home of helpful pension and investment videos for professional Canadian investors. To bring the experts to your screen, we have invited leading wealth managers and investment companies to produce and share their videos for Asset TV.


Jobs in ETFs is the world's first ETF career platform used by industry professionals globally to obtain access to some of the most exciting jobs within the ETF industry and to confidentially connect with top ETF employers.
Professionals are welcomed to showcase their profile and expertise while keeping up to date with the most exciting industry events, people moves and inspiring interviews with some of the most accomplished ETF people. Employers can customize their profiles and create exciting campaigns to attract talent.
Visit our flagship website
www.jobsinetfs.com to see who is hiring, follow companies and access career-specific content and exclusive interviews.


Canadian ETF Watch is an independent organization which provides comprehensive market intelligence, news and fundamental research solutions strongly focused on the ETF markets. We are covering the ETF market globally and have launched the first global, high-end exchange traded funds magazine in Canada.
Canadian ETF Watch’s news stories focus intently on educating investors regarding specific offerings, current market trends, sectors, economies, and sentiment about every ETF market we track for our clients. We hope you find this information insightful, intelligent and in time to help you make the most of ETF investing. You will find a wealth of information in our archives, and can search for keywords targeting articles relevant to you. Please feel free to comment on any of these articles, our community appreciates every-one’s views, and outlooks.


Canadian Hedge Watch is an educational organization whose mission is to promote the alternative investments industry in Canada and provide informational access to the Canadian marketplace through our website, seminars, forums, conferences, research and analytical tools, the HedgeWatch Monthly Report and our Hedge Fund Quarterly Industry Report.


ETFGI is a wholly independent research and consultancy firm providing services to leading global institutional and professional investors, the global exchange traded fund and exchange traded product ecosystem, its Regulators and its advisers.
Founded in 2012 by ETF and ETP strategists, Deborah Fuhr, Shane Kelly, CFA and Matthew Murray, ETFGI produces extensive ETF-specific analysis covering over 4,700 ETFs and ETPs, across 9,500 exchange listings.
ETFGI LLP leverages extensive industry experience, unparalleled industry contacts and rigorous analysis to deliver proprietary research on the global ETF and ETP industry.
We provide services to both new and experienced institutional and professional investors interested in using ETFs and ETPs and better understanding the industry, product, regulatory and company specific data points.
We publish industry data and statistics and identify trends within the industry on a global, regional and country basis. We offer a comprehensive and searchable global database which covers over 4,700 ETFs and ETPs, exceeding 9500 stock exchange listings on assets of in excess of US$1.7 trillion, from over 200 providers on 55 exchanges and are available to assist you with any research of a custom nature.
We offer a full range of consulting services covering the spectrum of the exchange traded exposure universe from data and analytics to product structuring, due diligence on products and service providers, from distribution and capital market challenges to governance and the regulatory environment.
We provide thought leadership on industry trends, participate in forums globally and are at the forefront of developments in this rapidly evolving space.
ETFGI partner Deborah Fuhr is one of the industries leading commentators and an early identifier of the significance of the evolving industry over seventeen years ago. Together with our partnership associates and trusted industry partners we collaborate with, ETFGI offers expertise on all aspects of ETFs and other exchange traded exposures.


Get the Fresh Lowdown on Alternative-Investment Activities Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself -- sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at HFAlert.com, or call 201-659-1700.
 
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