With more than 18 years of industry experience in banking, securities, mutual funds and financial education, Kevin provides a rare combination of both industry knowledge and educational expertise on Exchange Traded Funds. During his career he has authored several investment industry courses for the Canadian Securities Institute (CSI), including the recent development of an ETF focused course. Kevin frequently interacts with portfolio managers and investors about the benefits of ETFs and how they can be used to add value to any investment portfolio. He is a regular contributor to investment industry publications, has also been a guest speaker and panelist at industry events, and has appeared several times on BNN. Kevin has an MBA from Dalhousie University and holds a number of industry designations including FCSI, CIM and CFP.
ETFs were first invented here in Canada 26 years ago. Approximately 10 years ago they reached a tipping point where the adoption rates among investors exploded. Today the ETF industry has grown to become over $3 trillion dollars, and is causing a domino effect in other areas of the investment industry – even bringing dramatic change to the traditional mutual fund industry. What is fueling this stunning growth? Simply put, innovation. Once investors and ETF issuers alike realized that ETFs can provide access to assets and investment styles once out of reach for most people, the sky became the limit.
This session will count down the top 10 most powerful ETF innovations for investors; from their earliest days of providing broad market access, to today’s most advanced ETF tools to build better portfolios. This presentation will touch upon the areas of equites, fixed income, sectors, factors and yield. This session will be hosted by BMO Exchange Traded Funds. In addition to being a leading force in ETF innovation and investor education, BMO ETFs have also been leading growth in the industry since entering the market 7 years ago. Come hear how ETFs are changing the investment industry by providing better access at low cost for all. You’ll have the opportunity to ask questions of ETF experts, and much more.