Featured Speakers

Daniel Stanley

Director, ETF Distribution, BMO ETFS

Daniel’s 18 years of experience in the capital markets industry includes positions in sales and investment management in Toronto and New York City. During his 7 years at CIBC World Markets he developed expertise in helping advisors use structured products and foreign exchange solutions. He managed global currency exposure at Bloomberg LP, and previously held a role as an investment advisor at RBC Dominion Securities, where he advised clients on security selection and portfolio management. Daniel’s consultative approach to working with investors is well suited to increasing the awareness of BMO ETFs among retail and institutional clients. Daniel is a CFA Charterholder and holds a B.A. in Economics and Political Science from McGill University.

Speaking Topic

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Innovations In ETFs:

Taking Advantage of Market Opportunities with ETFs

Innovation in ETFs continues to change the investment management industry. ETFs are providing advanced tools allowing investors to be more tactical in their portfolios. With Sector, Industry and Thematic ETFs, investors can take advantage of market opportunities. The session will provide insights in to the range of ETF solutions available to access an investment theme. We will also provide practical tips and real life examples on how to analyse ETFs to best implement a tactical strategy.

Sessions

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Toronto, Ontario

Saturday, March 9, 2019
Cineplex Queensway
12:30pm – 4:00pm

London, Ontario

Thursday, March 21, 2019
Cineplex Westmount
6:30pm – 9:00pm