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Title

Regina - Institutional Uses of ETFs (Change of Venue)

Event Description

CFA SOCIETY SASKATCHEWAN
PROGRAMMING

 
    
BOBBY ENG, CIMA, 
Vice President - Head of SPDR ETF Business Development Canada, 
State Street Global Advisors

Global Advisors, Ltd and Head of SPDR ETF Business Development for Canada. Bobby focuses on the distribution of SPDR ETFs to institutional investors throughout Canada including pension plans, endowments, foundations, insurance companies, investment consultants, asset managers and banks.
 
Prior to this role, Bobby spent over 3 years at First Trust Portfolios Canada as Senior Vice President and Head of Sales responsible for overall sales and distribution. He was also Director & Vice President, Head of National Accounts at Blackrock Asset Management responsible for asset managers and brokerage senior executive relationships. Bobby was instrumental in the success of the iShares, Exchange Traded Funds business in Canada being responsible for sales and business development across Canada. Bobby also held sales and relationship management roles at Fidelity Investments and National Bank of Canada.
 
Bobby holds a Bachelor's degree in Finance from Concordia University and holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultant Association (IMCA).

 
Institutional Uses of ETFs

BOBBY ENG, CIMA, 
Vice President - Head of SPDR ETF Business Development Canada, 
State Street Global Advisors


Large institutional investors continue to use Exchange Traded Funds in a variety of different strategies.  In fact, Exchange Traded Funds are among the fastest growing investment vehicles in institutional investment portfolios.  We will discuss the most commonly used institutional ETF strategies and gain knowledge on how these valuable tools are supporting active decisions related to portfolio construction and asset allocation.  ETFs will play an important role in portfolio strategies and solutions in the years to come.
 
Gain perspective on
  • Growth of the Global ETF landscape
  • Commonly used Institutional ETF Strategies
  • Innovative investment ETF solutions and products
  • ETFs versus Futures
  • Fixed Income ETF usage
  • Cash Management and Liquidity
  • Smart Beta and Factor Investing
  • ESG Investing using ETFs
  • Securities Lending


DATE :  Regina: Wednesday, May 23rd
Saskatoon: Thursday, May 24th 

TIME:   Regina & Saskatoon: 11:45 am - 1:00 pm
  
PRESENTATION:  Regina & Saskatoon: Noon
  
COST:   Members - $25/ Non Members - $35

LOCATION:   Regina: Change of Venue - Crave Kichen & Wine Bar, 1925 Victoria Avenue
             Saskatoon: Saskatoon Club, 417 21st St E

REGISTRATION:   REGINA



Registration is Open until Thursday, May 17th

Event Type

Society; Educational

Education Topic

Derivatives; Equity Investments; Portfolio Management

Start Time

5/23/2018 11:45 AM

End Time

5/23/2018 1:00 PM

Event City

Regina

Event State/Province

Saskatchewan

Event Country

Canada

Event Region

Americas

Location Info

Crave Kichen & Wine Bar,
1925 Victoria Avenue

Speaker

BOBBY ENG, CIMA,

CE Credits

1

SER Credit

0

Currency

CAD

Member Price

Members $25/ Non Members $35

Non-Member Price

Members $25/ Non Members $35

Candidate Price

Members $25/ Non Members $35

Registration

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 4/27/2018 1:40 PM by info@sask.cfasociety.org
Last modified at 5/16/2018 2:35 PM by info@sask.cfasociety.org