Following up on previous crowd-pleasing ETF panels, this session looks at where ETFs are today and how investors can make the most of them by gaining exposure to broad market factors as well as more niche ones. Moderated by a veteran in the field and including a variety of issues, this session is sure to be very interesting for both new investors to this area as well as those who have perhaps been active in it for many years.
Dial-in details will be sent once registration is complete
CAASA’S Virtual PlatformSenior Vice President – Institutional Strategy & Portfolio Manager
Forstrong Global Asset Management
President & CEO
Evolve ETFs
Portfolio Manager & ETF Strategist
Adaptive ETF
Senior Vice President, Head of Platform and Institutional ETF Distribution
Franklin Templeton Investments
Senior Vice President – Institutional Strategy & Portfolio Manager
Forstrong Global Asset Management
Robert is responsible for advancing sub-advisory relationships with pensions, foundations, endowments, family offices and broker dealer platforms. He is also responsible for managing Forstrong’s institutional client base.
Prior to joining Forstrong in 2018, he gained invaluable experience as Vice President at BlackRock leading their iShares institutional business in Canada. Robert has a Bachelor of Economics from Concordia University and holds the Chartered Financial Analyst® designation.
In his spare time, he likes to spend weekends at the cottage with his wife and 2 sons. He also enjoys pretending to play hockey and golf while avoiding the chiropractor as much as possible.
President & CEO
Evolve ETFs
Mr. Lala is President and Chief Executive Officer of Evolve ETFs. Evolve is one of Canada’s fastest growing ETF providers since launching its first ETF in September 2017. Evolve is a leader in thematic ETFs and specializes in bringing disruptive innovation ETFs to Canadian investors. Evolve’s suite of ETF products provide investors with access to: (i) long term investment themes; (ii) index-based income strategies; and (iii) some of the world’s leading investment managers. Established by a team of industry veterans with a proven track record of success, Evolve creates investment products that make a difference. Prior to founding Evolve ETFs, Mr. Lala served as Head of WisdomTree Canada – a division of WisdomTree Investments Inc., one of the world’s largest ETF issuers. Prior to this, Mr. Lala was Executive Vice President and Head of Retail Markets for Fiera Capital Corporation, a prominent Canadian investment management firm with over $100 billion in assets under management. Mr. Lala co-founded and served as President and CEO of Propel Capital Corporation (which was acquired by Fiera Capital Corporation in September 2014). Propel raised approximately $1 Billion in structured products in its five years of operation. Prior to Propel, Mr. Lala worked with Jovian Capital and held several roles at Jovian including President of JovFunds Inc., an asset management division of Jovian Capital. Mr. Lala holds a Bachelor’s degree in Economics from the University of Toronto.
Senior Vice President, Head of Platform and Institutional ETF Distribution
Franklin Templeton Investments
Bobby is a Senior Vice President at Franklin Templeton Investments and Head of Platform and Institutional ETF Distribution. 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. Bobby was also Senior Vice President and Head of Sales at First Trust Portfolios Canada and also spent 10 -years at Blackrock Asset Management, most recently as Director & Vice President, Head of National Accounts responsible for asset managers and brokerage senior executive relationships.
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).
Event Registration Closed
Event Registration Closed