Upcoming Conferences & Events

1. The ETF Conference: ‘Growing Your Book with Leading-edge ETF Information, Research and Products’

   Date: Tuesday, October 5, 2010
   
   Location: Novotel Toronto North York Hotel
   
   To Register as a delegate at The ETF Conference: Growing Your Book Through Leading-Edge ETF Information, Research and Products, click here to register online or on the thumbnail image below.
   
   
   
   A Must-Attend One Day Educational Conference for Investment Advisors and Securities Brokers
   
   Conference Partners
   
   
   The market for ETFs is growing exponentially. A leading financial newspaper recently ran an article titled: “ETFs Storm the Market” Attend this one day educational conference to find out how and why advisors are using ETFs to grow their business.
   
   Hear from industry experts, consultants, advisors and leading product providers.
      ~ learn how to effectively use ETFs to expand your book
      ~ discussion panel featuring advisors who are using and benefitting from ETFs
      ~ hear the latest research on ETFs
      ~ market-making session: volume vs. liquidity
      ~ gain a better understanding of ETFs and why they are ‘storming the market’
      ~ ETFs simplified and de-mystified
      ~ industry discussion panel featuring the leading product companies
   
   Including the following speakers:
   
   Earl Bederman
   President
   
   
   

   ---

   
   Howard Atkinson
   President
   
   
   Topic: 'Dispelling Common ETF Myths'
   
   Howard is one of Canada’s leading ETF experts and pioneers. His presentation will:
      ~ provide an ETF Market Overview
      ~ dispel five commonly held myths about ETF investing
      ~ discuss future trends in ETF investing
   
   

   ---

   
   Kevin Gopaul
   Chief Investment Officer
   Global Structured Investments
   BMO Asset Management
   
   
   

   ---

   
   Mark Yamada
   President & CEO, PUR Investing
   
   
   

   ---

   
   Greg Jones
   Managing Director, Equity Derivatives
   
   
   

   ---

   
   Brooke Thackray
   Horizons AlphaPro & Author, The 2011 Investors Guide
   
   
   

   ---

   
   John de Goey
   Investment Advisor, Burgeonvest Bick
   
   Participating on the Advisor Discussion Panel
   
   

   ---

   
   Greg Burgess
   Portfolio Manager
   
   Participating on the Advisor Discussion Panel
   
   
   

2. Coaches’ Insights Conference ~ Best Ideas from Today’s Top Advisor Coaches to Grow Your Business

   Dates: Thursday, Nov. 4 & Friday, Nov. 5 (half day)
   
   Location: TBA
   
   Hear from today’s leading advisor coaches including Conference Chair, George Hartman, CEO of Market Logics Inc. and author of the recently published “Blunder, Wonder, Thunder” for advisors.
   
   George Hartman
   CEO
   
   
   
   This unique, interactive 1 ½ day conference brings together a select group of leading advisor coaches who will present insights, advice and tips on how to grow your practice.
   
   You will hear from the advisor coaches in a series of short but informative sessions on Day One which will be followed by small, interactive discussion sessions with the coaches on Day Two.
   
   At this not-to-be-missed Mindpath educational conference will you hear from a wide array of practice-building experts in one place at one time.
   
   Registration information coming soon.
   
   
   

3. Third Annual Doing Well by Doing Good Conference ~ Growing Your Financial Advisory Practice Through Philanthropy

   Date: Tuesday, December 7, 2010
   
   Location: Toronto (Venue: TBA)
   
   Platinum Conference Partner
   
   
   Many financial advisors are utilizing philanthropy and charitable advice-giving to augment and grow their practices.
   
   This one-day educational conference presents leading industry consultants, practitioners and advisors with expertise in this field.
   
   These philanthropic industry leaders will offer their insights and experience on how philanthropic advice-giving offers advisors the opportunity to not only expand their books by doing good but also engage in a worthwhile activity which benefits clients and charities.
   
   Past Delegates to this conference have spoken highly about their experiences:
   
   "This conference was easily one of the best that I have attended. I would definitely attend any future conferences that you hold (on this topic) and would recommend them to my colleagues. Truly a good job!!" Diana Westwood, Investors Group
   
   “This was a fabulous conference. Very informative, good speakers, tangible stuff to leave with. It was refreshing. All too often I do not leave a training session / conference as pleased as I did with this one." Sandra Stewart, Stewart Financial Services
   
   "Excellent – I thought it was very well thought out. The information was well presented. It ran on time… and I loved that it wasn’t a full day sales pitch." Mairi Decordova, Investors Group

To become a speaker at one of Mindpath’s conferences or to utilize one of our events as a new business development vehicle through sponsorship, please contact Dan Jerred (416) 929-6463 or toll free 1-877-929-6463. To send Dan an eMail, click here.