September 16 - 17, 2022|Toronto
Questions? Call: 1-800-970-4355
track logo

Event Overview

Saturday, September 17 - 11:15 am - 5:15 pm

Market volatility has understandably made investors anxious, but it’s notable that in this environment, ETF volumes have increased significantly, as investors used to them to express their views and adjust their portfolios. Several metrics indicate that ETFs have handled the whipsaws well, helping investors manage risk in challenging market conditions. This special event will highlight what top analysts see as the biggest trends and themes on market.

Sponsored By:
...

Eric Balchunas
Bloomberg Intelligence
Trevor Cummings
TD Asset Management Inc.
Myron Genyk
Evermore Capital
Lisa Hannam
MoneySense
Brian Harman
Horizons ETFs
Julia Howe
Horizons ETFs
Alfred Lee
BMO Exchange Traded Funds
Mike Philbrick
Resolve Asset Management
Eric Balchunas
Bloomberg Intelligence
Trevor Cummings
TD Asset Management Inc.
Myron Genyk
Evermore Capital
Lisa Hannam
MoneySense
Brian Harman
Horizons ETFs
Julia Howe
Horizons ETFs
Alfred Lee
BMO Exchange Traded Funds
Mike Philbrick
Resolve Asset Management
Seasonal Investing in an Inflationary Environment with Brooke Thackray
Saturday, September 17, 2022, 11:15 am - 12:00 pm
Presented by: Brooke Thackray
Focus: ETFs
You've heard phrases like the "Santa Claus Rally" or "Sell in May, go away", but have you considered how to implement them into your portfolio? Join Brooke and learn about seasonal investing with Brooke Thackray, Research Analyst for Horizons ETFs Management (Canada) Inc., author of Thackray's 2022 Investor Guide , and the strategist behind Horizons Season Rotation ETF ("HAC").

Through his presentation "Picking the Right Seasonal Trade", you'll learn the following insight into seasonal calls such as timing the market, the seasonality process, incorporating technical triggers, and current investment opportunities.

Optimal Retirement Strategies for High Inflation and Bear Market Regimes
Saturday, September 17, 2022, 12:15 pm - 1:00 pm
Focus: ETFs
Is your retirement investment portfolio recession-ready? With recent marketplace volatility and inflation, managing your finances with an eye towards retirement has become more difficult than ever. Returns from benchmark investing and yields from bonds are no longer guarantees for weathering today's marketplace. To stay ahead of these challenging conditions should investors consider strategies outside of the traditional approach to achieve a portfolio that can fund your retirement, no matter what kind of marketplace is on the horizon? Hosted by Bloomberg's ETF Expert Eric Balchunas, join Mike Philbrick, CEO of Resolve Asset Management and Myron Genyk from Evermore Capital to learn what strategies you can employ to ensure your portfolio will be ready for retirement tomorrow and beyond.
Corporate Class Total Return Index ETF with Julia Howe
Saturday, September 17, 2022, 2:00 pm - 2:45 pm
Presented by: Julia Howe
Focus: ETFs
Join Julia Howe, VP-Business of Horizons ETFs, as she discusses our Total Return Index (TRI) ETFs in the Horizons ETFs product lineup. During her discussion, Julia will focus on the benefits of the Corporate Class structure, the benefits of the Total Return Index (TRI) structure, and the methods of adapting to changing market environments.
ETF Trends and Predictions with MoneySense
Saturday, September 17, 2022, 3:00 pm - 3:45 pm
Focus: ETFs
Executive editor Lisa Hannam will be interviewing leading Canadian ETF experts. The session will talk about the past year investing trends as they pertain to ETF investing, the performance and popularity of Canadian ETFs, investing goals with ETFs, the future of ETFs, and more.
How to Be Active with ETFs in the Age of Passive
Saturday, September 17, 2022, 4:30 pm - 5:15 pm
Presented by: Eric Balchunas
Focus: ETFs
Passive's takeover of the core of portfolios is changing everything- including active management. In this session, Eric Balchunas will go through the more creative, specialized and volatile forms of active that can be used to complement passive, such as themes, crypto, packaged trades, quantitative strategies, and ESG. This is just one of the topics explored in his recent book, The Bogle Effect.