ETF Insight/Credo 9th Annual ETF Conference - Nov 2022 Day 2 - Sessions 1 - 3

Language: English

Instructors: John Wilson, Bernd Henseler, Pierre Daillie, Aleksy Wojcik, Reid Baker, Ian Tam, Daniel Straus, Yves Rebetez,

Why this course?

Description

ETF Insight/Credo ETF Conference - Nov 2022 Day 2 - Sessions 1 - 3

Session 1 - We kick off Day 2 with a Thought Leaders’ panel discussion in the conflicting space of the Energy and resource space, and that of the ESG movement, as Advisors ask themselves what to make of and how to implement ESG in their clients' portfolios. The panel includes - John Wilson, Bernd Henseler, Pierre Daillie, Aleksy Wojcik

Session 2 - ESG Shelf and considerations (CIFSC Update Reid Baker, and Ian Tam (Fundata and Morningstar respectively) Different ESG solutions = what are your choices? Choices in the ESG space result in potentially sizeable performance differentials. what to know, what ESG for whom?  The panel includes Reid Baker, Fundata and Ian Tam, Morningstar

Session 3 – Daniel Straus, head of national Bank’s Financial ETF Research & Strategy Group, looks at 2022 trends, performance and flows highlights; prepping for 2023

Course Curriculum

ETF Insight/Credo ETF Conference - Nov 2022 Day 2 - Part 1
ETF Insight/Credo ETF Conference - Nov 2022 Day 2 - Sessions 1 - 3
Energy & ESG: Not Mutually Exclusive - Roundtable hosted by Pierre Daillie (51:00)
Thought Leaders discussion – moderated by AdvisorAnalyst’s Pierre Daillie (Canada’s time: Energy and ESG: Not mutually exclusive
ESG "Shelf" with Reid Baker, Fundata, and Ian Tam, Morningstar (23:00)
ESG Shelf and considerations (CIFSC Update Reid Baker, and Ian Tam (Fundata and Morningstar respectively)
ETFs Market Update with Daniel Straus, National Bank (25:00)
ETFs market update with National Bank Financial’s Daniel Straus

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