Navigating a changing ETF landscape

There are now more than 1,000 ETFs listed in Canada, making it harder than ever to know which products are right for your clients. Should you be concerned about ETFs with low trading volumes? Are thematic, ESG and liquid alternative ETFs living up to their hype? Can ETFs help you attract self-directed investors to your practice?

This virtual roundtable that aired on Tuesday, October 26, 2021 at 1:00 pm ET offers expert insight from ETF industry insiders to help you grow your business.

Presented by:
Bobby Eng, Senior Vice President Head of Platform & Institutional ETF Distribution, Franklin Templeton
Kevin Headland, Senior Investment Strategist, Manulife Investment Management
Joe Nakhle, Vice President, Investment Solutions & Business Strategy, National Bank Investments
Jonathan Needham, Vice President, ETF Distribution at TD Asset Management

Moderated by:
Tammy Cash, Co-Head, Women in ETFs; Executive Vice-President, Horizons ETFs

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Tuesday, October 26, 2021 at 1:00 pm ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. CE accreditation is powered by CE Corner.

If you attended the live webinar on Tuesday, October 26, 2021 at 1:00 pm ET, you will receive an e-mail notification from CE Corner when your CE certificate is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact support@cecorner.ca.

Tammy Cash

Co-Head, Women in ETFs; Executive Vice-President, Horizons ETFs

Tammy Cash is an award-winning Chartered Marketer with more than 25 years of financial services experience. She is Co-Head of Women in ETFs Canada and Head of the Marketing and PR Committee at the Canadian ETF Association (CETFA). Founded in January 2014, Women in ETFs works to connect, support, and inspire women in the ETF industry in the United States, Canada, Europe, and Asia Pacific. Tammy also leads marketing at Horizons ETFs.

Bobby Eng

Senior Vice President Head of Platform & Institutional ETF Distribution, Franklin Templeton

Bobby is a Senior Vice President at Franklin Templeton Investments and Head of Platform & Institutional ETF Distribution responsible for the overall development of ETF business within the Canadian institutional market. Prior to this role, Bobby was Vice President and Head of SPDR ETFs Canada responsible for the overall distribution of SPDR ETFs to institutional investors throughout Canada including pension plans, endowments, foundations, insurance companies, investment consultants, asset managers and banks.

Kevin Headland

Senior Investment Strategist, Manulife Investment Management

As Senior Investment Strategist, Kevin has a range of responsibilities, from market and economic analysis to investor education. He analyzes and interprets the economy and markets on behalf of Manulife Investment Management, and works with the portfolio management teams to provide clients and investment intermediaries with guidance and commentary on strategies and asset allocation weightings.

Joe Nakhle

Vice President, Investment Solutions & Business Strategy, National Bank Investments

Joe is responsible for product management, risk management, business intelligence and business strategy as well as sub-advisory relations for National Bank Investments (NBI), the leading Canadian retail open architecture platform. In addition, Joe is responsible for optimizing net interest income across the Bank's Wealth Management division, in close collaboration with treasury and financial markets teams. Prior to joining National Bank, Joe spent 6 years at a global management consultancy, in Europe and the Middle East.

Jonathan Needham

Vice President, ETF Distribution at TD Asset Management

Jonathan is an ETF Specialist responsible for ETF distribution in Canada and works closely with the Wholesaling and National Accounts Teams across Canada with a focus on differentiating TD ETF offerings within the marketplace and driving market share growth. He has extensive experience in the Canadian Investment Industry in various roles including Senior Sales Executive, Senior Marketing Executive, Sales Coach and Consultative Sales.

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Missed the webinar?

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