“The real ETF-inspired disruption is in active indexing.”

– Joanne M. Hill – 71st CFA Institute Annual Conference, Hong Kong

SmartBe Wealth is hosting a seminar focused on smart beta and other factor-based investment strategies

  • Not all ETFs are created equally—learn the differences
  • Lessons from the US—they’re five years ahead
  • Lessons from history—stats don’t lie

Agenda – Thursday January 31st
9:45 a.m. – 11:45 a.m.

NEO Exchange
155 University Ave, Suite 400
Toronto, Ontario

9:45 - 10:05Rod Heard, Founder & CEO SmartBe Wealth

Introduction & Advisor Pain.
10:05 - 10:25Patrick Cleary, COO & CCO Alpha Architect

How ETFs have disrupted US Markets. Lessons learned for Canadian Advisors.
10:25 - 10:45Art Johnson, Founder, CIO & CCO SmartBe Wealth

Protecting your client’s wealth in a rising rate world. Introducing new and innovative trend-following algorithms.
10:45 - 11:30Dr. Wesley Gray, CEO Alpha Architect

Active ETF fundamentals. Not all quant strategies are created equally. What’s worth paying for? Why HNWs want them? Why asset gatherers are winning and asset managers love the good ones.
11:30 - 11:45Q&A

Agenda – Friday February 1st
8:30 a.m. – 10:30 a.m.

NEO Exchange
155 University Ave, Suite 400
Toronto, Ontario

8:30 - 8:50Rod Heard, Founder & CEO SmartBe Wealth

Introduction & Advisor Pain.
8:50 - 9:10Patrick Cleary, COO & CCO Alpha Architect

How ETFs have disrupted US Markets. Lessons learned for Canadian Advisors.
9:10 - 9:30Art Johnson, Founder, CIO & CCO SmartBe Wealth

Protecting your client’s wealth in a rising rate world. Introducing new and innovative trend-following algorithms.
9:30 - 10:15Dr. Wesley Gray, CEO Alpha Architect

Active ETF fundamentals. Not all quant strategies are created equally. What’s worth paying for? Why HNWs want them? Why asset gatherers are winning and asset managers love the good ones.
10:15 - 10:30Q&A

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.

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.

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

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.

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

For more information:

403.930.8696 or info@smartbewealth.com

smartbewealth.com