Active ETFs are disrupting the Canadian market landscape. There’s a lot of noise with more than 800 ETFs vying for investment dollars.

SmartBe Wealth is bringing together leading quantitative practitioners to examine the differences in ETFs and discuss best practices in active ETF portfolio management. This conference is for practitioners interested in staying current in the Canadian market.

Who should attend:

  • Industry Influencers
  • Advisors & Portfolio Managers
  • Research Analysts

Why attend:

  • Improve portfolios using Smart Beta ETFs
  • Gain exclusive insights from leading quantitative experts
  • Learn how to survive in times of rapid change

Agenda*

Day 1

8:30 a.m.Rod HeardIntroduction
8:45 a.m.Patrick ClearyAdvisor Journey
9:45 a.m.Break
10:00 a.m.Art JohnsonInsights to Canadian Market Data
10:45 a.m.Dr. Wesley GrayFactor Investing
12:00 p.m.Lunch
1:00 p.m.Erik SloaneDisrupting the Exchange Market
1:30 p.m.Carol Derk & Chelsea PapadatosRegulatory Matters & New Product Trends
2:15 p.m.Break
2:30 p.m.Brandon KoepkeQuantitative Momentum Investing
3:00 p.m.Dr. Wesley Gray
Moderator
Practitioner Round Table

Art Johnson, Meb Faber, Corey Hoffstein
4:00 p.m.Rod HeardClosing Remarks
6:00 p.m.Cocktail ReceptionBacchus Lounge
7:00 p.m.DinnerThe Jade Room

Day 2

8:00 a.m.Rod HeardHow Clients Buy
8:30 a.m.Meb FaberSurviving in Times of Rapid Change
9:45 a.m.Michael PhilbrickBest Practices in Content Marketing
10:15 a.m.Break
10:30 a.m.Corey HoffsteinSkeptical Data
11:45 a.m.Lunch Break
12:30 p.m.Prithy Serrao
Moderator
The Road to Independence

Art Johnson, Rod Heard, Eric Contreras, Michael Philbrick
1:15 p.m.Prithy SerraoSBEA
1:45 p.m.Art Johnson
Moderator
Quant Round Table
Dr. Wesley Gray, Corey Hoffstein
2:30 p.m.Rod HeardClosing Remarks

*Agenda subject to change

Guest Speakers

Dr. Wesley Gray
CEO, Alpha Architect

Dr. Wesley Gray

Wes Gray has published multiple academic papers and four books, including Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in Finance from the University of Chicago (having studied under Nobel Prize winner Eugene Fama) and then worked as a finance professor at Drexel University.

Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm that delivers affordable active exposures for tax-sensitive investors. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country.

Meb Faber
Co-founder & CIO, Cambria Investment Management

Meb Faber

Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. He is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.

Corey Hoffstein
CIO, Newfound Research

Corey Hoffstein

Corey is a frequent speaker on industry panels and contributes to ETF.com, ETF Trends, Forbes and Great Speculations blog. He leads Newfound’s quantitative asset management portfolios, which are focused on risk-managed, tactical asset allocation strategies driving investment decisions in excess of $1 billion. Corey was named a 2014 ETF All Star by ETF.com. Newfound Research was awarded 2016 ETF Strategist of the Year and was named as a 2017 finalist.

Corey holds a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Science in Computer Science from Cornell University.

Carol Derk

Carol Derk is a partner with Borden Ladner Gervais LLP and is a member of BLG’s Securities and Capital Markets Group, the National Leader of BLG’s Derivatives Group and the Co-National Leader of the Cryptocurrency and Blockchain Group. Carol practises in the area of securities law, specializing in derivatives, investment funds, cryptocurrencies and blockchain. She works extensively for managers of investment funds, particularly in the area of product development. Carol also has an extensive derivatives practice, including negotiating documentation, advising on regulatory compliance matters and developing new derivatives-based investment products. More recently, Carol has also developed a practice in the blockchain and digital asset space, advising clients that are developing products and services focused on cryptocurrencies and distributed ledger technology. Carol is a regular speaker at seminars and conferences on derivatives and investment funds. She is a recipient of the Women’s Executive Network (WXN) 2017 Canada’s Most Powerful Women: Top 100 Award, is recognized as a leader in her field by Derivatives Week and has been selected by her peers for inclusion in The Best Lawyers in Canada 2018 in the field of mutual funds law.

Patrick Cleary
COO & CCO, Alpha Architect

Mr. Cleary is currently the Chief Operations Officer/Chief Compliance Officer of Alpha Architect where he oversees firm operations, compliance and cybersecurity.

Previously, Mr. Cleary served as Director of Strategy and Corporate Development for Algeco Scotsman, a multinational leasing and manufacturing company. Before Algeco Scotsman, he was a Project Leader for the Boston Consulting Group. In that capacity he advised clients across a variety of industries in the US, Europe, and Africa.

Mr. Cleary also served as a Captain in the United States Marine Corps.
He holds an MBA from Harvard School of Business and a B.S. in Economics from the Wharton School of the University of Pennsylvania

Michael Philbrick
President, ReSolve Asset Management

Mike has over 25 years of experience in investment management, including nine years as a Portfolio Manager, and is a Chartered Investment Manager and Accredited Investment Fiduciary.

He is currently one of the Portfolio Managers for the ReSolve Adaptive Asset Allocation Fund, the Horizons Global Risk Parity ETF, and ReSolve’s managed accounts. Prior to co-founding the ReSolve in 2015, Mike was a Portfolio Manager at Dundee Private Wealth, Richardson GMP and Macquarie Private Wealth. Mike also served as Branch Manager at Scotia McLeod, Richardson GMP and Macquarie Private Wealth. Mike is co-author of the book “Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – And Bad” (Wiley, 2016), and many investment related articles and whitepapers. Mr. Philbrick graduated from Carlton University with a degree in Economics, and has earned both Chartered Investment Manager® and Accredited Investment Fiduciary® credentials.

Specialties: Adaptive Asset Allocation, Global Tactical Asset Allocation, Asset Allocation, Global Market Portfolio, Risk Parity, Systematic Investing, Momentum Investing, Portfolio Optimization, & ETFs.

Art Johnson
Founder & CIO, SmartBe Wealth

Art’s career has taken him down many avenues of interest in the finance world. He has been a regulator, serving both as a manager of the Alberta Stock Exchange trading floor and an Assistant Manager of Surveillance at the Alberta Stock Exchange. He leveraged that experience into the world of portfolio management, and is today considered one of Canada’s premier “quant” portfolio managers.

Prior to joining SmartBe, Art ran a quantitative wealth management team at a major Canadian bank. His team consistently ranked in the top 3% among the bank’s advisory teams and was one of the 50 winners of the PriMe Award following an independent review of 7,000 advisory teams by Pricemetrix.

Rod Heard
Founder & CEO, SmartBe Wealth

Rod’s 30-year career as a corporate executive, strategic consultant and entrepreneur has shaped a unique skillset that makes him ideally suited to lead the charge at SmartBe Wealth. Tenacity, passion and integrity are core to his approach to commercialization and governance.

Rod is on the Board of Advisors for Nanoprecise Sci. Corp. and sits on the advisory council for Diversity Technologies Corporation (DI-Corp). He also volunteers as a board member of the YMCA Calgary. Rod holds the ICD.D designation from the Institute of Corporate Directors.

Eric Contreras
Manager of Client Relations, SmartBe Wealth

Eric is integral to portfolio management, compliance and the wealth planning solutions at SmartBe, and our clients hold his commitment and dedication to service in highest regard. His previous experience in the financial services industry, spanning nearly two decades, includes six years as an Advisor with a national tier 1 wealth management firm.

Eric has his CIM (Chartered Investment Manager) and FMA (Financial Management Advisor) designations and has been named a Fellow of the Canadian Securities Institute.

Space is limited.
Don’t miss out on this fantastic learning opportunity!

Venue & Registration

Registration is now open

Email info@smartbewealth.com for more information or to register.

This conference is being held at the Queen’s Landing Hotel in Niagara-on-the-Lake. The Niagara region is host to internationally award-winning wineries & theatre. It is a perfect escape for this active Smart Beta think tank.

Stay tuned for more details and updates or contact us for more information:

403.930.8693  |  info@smartbewealth.com