Evolve ETFs: The Innovators Behind Disruption with Raj Lala

Episode Length: 18:13

Learn about:

· The evolving role of the financial advisor 

· Changes to the wealth management industry

· Rising popularity of ETFs

· Current investor trends and socially responsible investing mandates

· Current investment themes

· Views on how age may play a factor to investment decisions

· Predictions on the future of the Canadian ETF industry

· Helpful tips for investors

Keynote Speaker: John De Goey, Portfolio Manager, Wellington-Altus Private Wealth Inc.

John is a portfolio manager at Wellington-Altus Private Wealth Inc. He is a Certified Financial Planner (CFP), Certified Investment Manager (CIM) and Fellow of the FPSC. John enjoys a national reputation as an authority on professional, transparent financial advice in Canada. He has been named one of Canada's Top 50 Advisors by Wealthy Professional Magazine twice and is the 2017 recipient of the Donald J. Johnston Award for lifetime contribution to financial planning. He is also the author of the Professional Financial Advisor Series of books.

Hosted by: Raj Lala, President & CEO, Evolve ETFs

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. Mr. Lala 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.

Episode Length: 33:48

Learn about:

· Growing systemic challenges in cybersecurity

· How the public sector can protect itself from cybercrime

· the NSA and its role in the recent Baltimore ransomware attack

· Opinions on Baltimore’s decision not to pay their cyber attackers

· CEOs recognizing cyber security as a major business risk 

· Cybersecurity demand and spend

· Government concerns about cyber threats

· Advice on how to protect yourself from cyber attacks

Keynote Speaker: Matthew Rosenquist, Cybersecurity Strategist, Intel Corporation

About Keynote Speaker: 

Matthew is a cybersecurity strategist of Intel Corporation. With about 30 years in the security field, he has operational, strategic, analytical, organizational and leadership experience in the industry. He advises and collaborates with top academia, boards, executives, government, industry groups, tech companies, consumer audiences, and the media on the risks and relevance of cybersecurity issues, best practices and identifying emerging risks and opportunities. 

Hosted by: Raj Lala, President & CEO, Evolve ETFs

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. Mr. Lala 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.

Interested in investing in cybersecurity? Consider the Evolve Cyber Security Index Fund (CYBR) (https://evolveetfs.com/product/cybr)

Episode Length: 35:42

Learn about:

· Defining artificial intelligence (AI) and the importance of decision making

· Data processing and portfolio rebalancing through AI 

· How AI affects investing and portfolio management

· The relationship between AI and cyber security

· Predictions on self-driving cars in Canada

· The role of data, aggregate data, and data privacy in AI

· Data privacy, data ownership, and data trust   

· Montreal as a major hub of AI and deep learning research and development

· What to watch out for in AI development – causality and neural networks

Interested in investing in technology and innovation? Consider the Evolve Innovation Index Fund (EDGE): https://evolveetfs.com/product/edge

Keynote Speaker: Nicolas Chapados, Co-founder & CSO, Element AI & Imagia Cybernetics

Nicolas is the co-founder and CSO of Element AI, one of the largest artificial intelligence companies in the world. He also co-founded Imagia Cybernetics, an applied research lab in AI that has the capability to detect and quantify cancer in the early stages through AI analysis of medical images. He holds an engineering degree from McGill University and a PhD in computer science from the University of Montreal. Nicolas also holds the Chartered Financial Analyst (CFA) designation.

Hosted by: Raj Lala, President & CEO, Evolve ETFs

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. Mr. Lala 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.

Learn about:

· What may be the biggest concerns for the future

· Amazon and how they affect and disrupt various industries

· How 5G may affect different parts of the world and impact lives

· How artificial intelligence and automation may affect the future job market

· Defining robots in the home and their role in our day to day lives

· Sustainability and future of blockchain technologies and cryptocurrencies 

· Predictions about top innovative technologies in the next decade

  • About Matt Ward •  

Matt is an angel investor, startup advisor and serial entrepreneur, author, futurist and podcaster focused on building a better future through innovation and entrepreneurship. He runs the popular exponential tech podcast Disruptors.FM, is a top blogger on Medium.com, and is the author of Gods of the Valley - How Today’s Tech Giants Monopolize the Future.

Learn about Evolve Innovation Index ETF (EDGE): https://evolveetfs.com/product/edge

Learn about:

· How artificial intelligence (AI) works within the financial services industry

· Black box AI & glass box AI, and regulations around AI

· The impact of GDPR (General Data Protection Regulation) in the US & Canada

· How data and digitalization is changing the banking landscape

· The decreasing importance of cash 

· Predictions on new entrants into the financial industry

  • About Salim Naran •  

Sal is the co-founder of Savvyy, a Toronto-based technology company, and co-founder of Borrowell, an innovative marketplace lending platform. He previously held the position of SVP of Information Technology at Paradigm Quest, a business process outsourcing company in the Canadian mortgage industry. He also served as Director of IT and Chief Privacy Officer at Securitas North America, and was responsible for the Canadian information technology department of Canada's third largest security services provider. 

Learn about Evolve Cyber Security Index ETF (CYBR): https://evolveetfs.com/CYBR

Learn about how artificial intelligence (AI) and cyber security are intertwined, the association of increased connectivity to cybercrime, the trade-off between convenience and privacy, the impact of GDPR (General Data Protection Regulation), top predictions, and more.  

 • About Carole Piovesan • 

Carole Piovesan is Lawyer, Lead in Artificial Intelligence, and Co-Lead of the firm’s National Cybersecurity, Privacy and Data Management group for McCarthy Tetrault. She regularly consults across various sectors on legal and policy issues regarding data and AI. Additionally, she is a frequent speaker and author on topics related to transformative  technology, data and artificial intelligence. 

Learn about Evolve Cyber Security Index ETF (CYBR): https://evolveetfs.com/CYBR

Find out how Canada's gender-balanced cabinet has changed the dynamic and views within the government over the past few years; the three biggest challenges in closing the overall gender gap; what is being done to encourage females to enter the STEM (Science, Technology, Engineering and Mathematics) fields; and gender diversity in the United States.

 • About Julia Smith • 

Julia Smith is Senior Policy Analyst, Policy and External Relations Directorate, Department for Women and Gender Equality (formerly Status of Women Canada) / Government of Canada. She helped develop Canada’s first public sector internship program for immigrants, Ontario’s first provincial immigration program and Canada’s first federal gender-based budgeting process. She has also represented Canada around the world on issues including genocide education, organized crime, and building inclusive government institutions.

Julia holds a JD and a BBA from the University of New Brunswick and a Masters of Arts in Immigration and Settlement Studies from Ryerson University. She is a BMW Foundation Global Responsible Leader. Currently, she is a Senior Advisor in the Department for Women and Gender Equality.

Learn about Evolve North American Gender Diversity Index ETF (HERS): https://evolveetfs.com/HERS