The Canadian funds industry is fighting fee compression in an increasingly uncertain environment. Acquire new strategies to tackle compliance, new technologies, evolving products, and the shifting demands of consumers to unlock growth. Join the key players in the Canadian funds industry to discuss the latest developments.
Through thought provoking presentations, interactive sessions, and Q&A periods, take away strategies to:
Attend this exclusive event that will put you at the industry forefront.
Som Seif is the founder and Chief Executive Officer of Purpose Investments Inc. which he formed following the sale of Claymore Investments to BlackRock Inc. in March 2012. Mr. Seif started Claymore Investments in Canada in January 2005 and was the former President and Chief Executive Officer leading the implementation of the company’s business development and corporate strategies. Over the seven years of its operation, Claymore Investments organically grew to $8 billion in assets and established itself as a Canadian leader in bringing intelligent, low cost exchange-traded funds to investors through its family of thirty-four exchange-traded funds across broad asset classes.
Prior to Claymore Investments, Mr. Seif was an investment banker with RBC Capital Markets, where he worked since 1999. He played a key role in developing the structured products group at RBC Capital Markets in both Canada and the U.S., where he structured and raised capital for both Canadian and U.S. asset managers.
Som is a Chartered Financial Analyst and has a Bachelor of Applied Science with an emphasis on Industrial and Systems Engineering from the University of Toronto. Som has a strong commitment to community and is currently a member of the Sunnybrook Hospital Foundation Board, Chair of the Art Gallery of Ontario Corporate Development Committee, a member of the Art Gallery of Ontario’s Foundation Board and University of Toronto Mechanical & Industrial Engineering Advisory Board, and a board member of The Next 36. In 2011, Som was recognized for his vision and leadership by Caldwell Partners International with the Top 40 Under 40 award.
Ross is accountable for the development and implementation of a multi-year distribution strategy for BMO Global Asset Management’s suite of Canadian retail and institutional investment products. Retail brands include BMO Mutual Funds and BMO Exchange Traded Funds. Ross has over 25 years of investment industry experience. In his previous roles, Ross was Co-President, BMO Investments Inc. and President, Guardian Group of Funds Ltd. Ross is Vice Chair of the Investment Funds Institute of Canada (IFIC). Ross is a Chartered Financial Analyst and holds a Bachelor of Arts, Economics from the University of Western Ontario.
Leveraging more than 20 years of experience in the investment fund industry, Mr. Tew is responsible for the overall strategic direction of all retail distribution initiatives. He is responsible for setting the strategy for how we best service our financial advisor channel, including; setting the product development direction and aligning all parts of our business that service the retail market. Mr. Tew partners closely with our other distribution channel leads in Institutional and Private Wealth ensuring one seamless and integrated approach to the Canadian market.
As president & CEO of FTC Investor Services Inc., Mr. Tew oversees the strategy and operations of Franklin Templeton Investments MFDA registered mutual fund dealership.
Prior to his current role, Mr. Tew was the head of Sales Compliance and Business Operations for all distribution activities in North America. Earlier roles included acting as the head of Corporate Development and Planning for Canada and serving as senior vice president and chief financial officer for Franklin Templeton Investments Corp. for more than a decade. Having joined the firm in 1996, Mr. Tew's previous roles have also included head of Taxation and controller. Before joining Franklin Templeton, he held a management position in the taxation department of a major assurance, tax and advisory services firm.
Mr. Tew earned an honours B.A. degree in Chartered accounting from the University of Waterloo where he currently serves as an honorary fellow in the School of Accounting. He is a Canadian Chartered Professional Accountant (CPA), Chartered Accountant (CA), Certified Financial Planner (CFP) and a U.S. Certified Public Accountant (CPA Illinois).
Dave Nugent is the Chief Investment Officer at Wealthsimple, Canada's leading online investing service. Dave co-founded the company in 2014 and leads its B2B solution, Wealthsimple for Advisors, which launched in early 2016.
Prior to joining Wealthsimple, he was an investment advisor with RBC Dominion Securities. Dave is a graduate of Huron University college at Western University and is a Portfolio Manager.