Montebello 2021

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SmartBe Advanced Conference

Meb Faber of Cambria Investment Management, speaks about his last experience at our Lake Louise 2019 event in November.

Start: Oct 20, 2021 , 8:00 AM
End: Oct 21, 2021 , 4:00 PM

Montebello, Quebec

392 Notre Dame, Montebello - Quebec J0V 1L0 Establishment No: 528485, Canada

SmartBe is bringing together leading quantitative practitioners to examine the differences in ETFs and discuss best practices in active ETF portfolio management. This conference is for practitioners interested in staying current in the Canadian market.

Click here to RSVP to the event.

As the federal election looms bright on the horizon, Canadian investors are met with challenges seemingly insurmountable as well as opportunities which beckon. Having gone through the greatest existential moment since WW2, a market that has rallied tremendously and the future of central bank policy in question, investors face a litany of uncertainty. And yet despite this backdrop, one unassailable fact is there will be both opportunities and risks which have yet to be revealed. If history has taught us anything, it is that rarely are strife and adversity not accompanied shortly thereafter by chance and opportunity.

SmartBe Investments is pleased to assemble some of the North America’s leading practitioners and academics within the fields of Quantitative & Factor Investing, Liquid Alternatives (Long/Short) and Special Purpose Acquisition Companies (SPACs) Portfolio Investing. This conference is for practitioners interested in staying current in the Canadian market and being at the forefront of development.

Who should attend:

  • IIROC licensed advisors
  • MFDA advisors licensed to distribute ETFs
  • Single Family Offices

Why attend:

  • Galvanize your knowledge of Quant Investments
  • Gain exclusive insights from leading quantitative experts
  • Learn how to survive in times of rapid change by venturing in to new realms
  • Keep on top of regulatory changes
  • Understand the evolution of asset allocation
  • Creating income from SPAC portfolios

For more information contact:

For information about the spousal program, click here.

Click here to RSVP to the event.

Montebello Event Program

Arrival: Tuesday October 19

7:30 PM
Welcome Reception – Fairmont Montebello
SmartBe Investments invites you to a welcome reception on the evening of Tuesday, October 19th. The historic Chateau Montebello boasts beautiful ‘old world’ charm with contemporary conveniences. The venue is well known for offering a glimpse into its opulent past and generations of history.

Day 1: Wednesday October 20

7:30 am - Breakfast
8:15 – 8:30 am - Opening Remarks
Jay Barrett, Managing Director – SmartBe Investments
Jay Barrett will provide a welcome address to kick off the day, go over the day’s agenda and sundry items.
8:30 - 8:40 am - Message from CEO
Rod Heard, President & CEO – SmartBe Investments
Join CEO Rod Heard for a brief history of the firm, the evolution of our organization and a look at what the future holds for SmartBe Investments.
8:40 – 10:00 am - Quantitative Factor Master Class
Dr. Wes Gray, PhD President – Alpha Architect
Dr. Wes Gray will lead a discussion on the future of the most accretive quantitative factors including Value and Momentum. Wes is not only an academic contributor but one of North America’s most prolific quant practitioners.
10:00 - 10:15 am - Break
10:15 – 11:00 am
Donna Finley, MBA, PhD - Drucker Senior Research Fellow
Donna Finley is the founder and senior strategist at Finley & Associates. For 35 years, Donna has repeatedly proven herself to be a big picture strategist, successfully leading transformational initiatives. She has a solid, well-deserved reputation for strategic leadership, governance, training and organizational capacity building.
11:00 – 11:45 am - Factors in Today’s Market Dynamics
Gavin Graham, CIO
Former Chief Investment Officer for BMO Financial and contributing writer & commentator in global business media, Gavin Graham will provide a practical perspective on the direction of world markets and identify which quantitative factors may offer the greatest opportunities on the horizon.
11:45 – 12:00 pm - Boxed Lunch
12:00 – 1:30 pm - Fall Colours
Walking Tour of Fairmont Montebello and Surrounding Grounds
1:30 – 2:30 pm - Bloomberg’s Perspective on ETF’s
Eric Balchunas, Sr. ETF Analyst - Bloomberg
Join Eric Balchunas of Bloomberg Media for his perspective on current market events, quantitative factors and passive strategies. While information abounds, Eric is well known for his ability to reduce of data into perspective and original thought.
2:30 – 3:15 pm - Breaking into the market
Jos Schmidt - Co-Founder / President & CEO / Board Member NEO Exchange & NEO Connect – NEO
NEO is a dynamic FinTech company that provides next generation capital-raising and liquidity solutions, all designed around the core values of fairness, liquidity, efficiency, and as some would say unrivalled client service. Jos Schmidt will provide unique perspectives on the culture of disruption taking Canadian capital markets by storm.
3:15 – 3:30 pm - Break
3:30 – 4:15 pm - Perspectives from one of Canada’s Top Long / Short Strategist
Paul Beattie, President & CEO – BT Global
The BT Global Growth instrument is a perennial leader within the world of long/short strategies. Over 16 years Paul has established a track record that is the envy of asset managers. Despite the success of this vehicle, it remains somewhat of a ‘sleeper’ and has only recently been made available in the form of a mutual fund trust.
4:15 – 5:00 pm - Why Quant
Meb Faber, Founder and Chief Investment Officer Cambria Investment Management
Join Meb Faber, Founder and Chief Investment Officer at Cambria Investment Management for an understanding of the base case for quant strategies. While globally quant strategies make up as much as 20 - 25% of retail advisor businesses, it is estimated that only 3 - 4% of Canadian advisors utilize quant instruments.
5:30 – 6:20 pm - Cocktail Reception
Bar Le Foyer, located in the hotel lobby, is like no other. It sits comfortably beside the six-sided fireplace and under the massive log ceiling inspired by an architect's dream.
6:30 – 8:30 pm - Dining with guest speaker Graham Singh
Finding the Elusive ‘S’ in ESG
ESG has grown to contain an outstanding array of (E) environmental impact investment opportunities and a much-needed stirring of (G) governance standards. However (S) social impact investment structures remain largely undeveloped. Join London School of Economics & Cambridge graduate, charity founder and community investor Graham Singh as we explore opportunities such as the Federal Social Finance fund, anomalies like the $45 billion in land holdings of Canada’s religious organizations and corresponding shifts in the (S) investing of Canada’s granting foundations, private families and institutional funds.

Day 2: Thursday October 21

7:30 am - Breakfast
8:30 - 8:45 am - Recap Day 1
Jay Barrett & Rod Heard
8:45 – 9:45 am - Quantitative Factor Master Class ‘Part Deux’
Dr. Wes Gray, PhD President – Alpha Architect
Dr. Wes Gray will build on his content from day 1, taking a deeper dive in to factor investing. During this session Dr. Gray will expand on many of the quant themes covered during day 1, contributing to the audience’s expertise in what may be the fastest growing sub-set of the Canadian financial services sector.
9:45 – 10:45 am - Social Justice and Investing
Perth Tolle, Founder – Life + Liberty Indexes
Perth Tolle, Founder – Life + Liberty, has amassed a great deal of domain experience within the socially-conscious investment field. Her work in finance spans 17 years with some of North America’s premier firms. She is a frequent guest and commentator on emerging market trends in ESG in global business media.
10:45 – 11:00 am - Break
11:00 – 12:00 pm - SPAC Arbitrage
Julian Klymocko, Founder & CEO Accelerate Financial Technologies Inc.
While the last 18 months will go down in history as the time of the Covid pandemic, there is little doubt that this same period has shone a light on a long-standing but nevertheless newly prolific instrument: the SPAC. Julian Klymocko will share thoughts on SPAC arbitrage as well as creating an income stream from these vehicles.
12:00 – 12:30 pm - Lunch
12:30 – 1:15 pm
Pat Dunwoody, Executive Director of the Canadian ETF Association
Pat is the Executive Director of the Canadian ETF Association, which is the first (and only) ETF Association in the world. She has spent over 35 years in the Financial Services industry as a client and relationship-focused executive with an in-depth background in all aspects of the industry.
1:15 – 1:25 pm - Roundtable Wrap-up
Gavin Graham, Jay Barrett and Rod Heard
2:30 pm - Golf
Fairmont Le Château Montebello
Golf Club
Designed by Stanley Thompson in 1929, the course winds tightly through graceful forests and features dramatic elevation changes – captivating the imagination of golfers from all over the world.

Guest Speakers

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Rod Heard
Co-founder & CEO, SmartBe Wealth
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Jay Barrett, CFM
Managing Director, National Sales
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Wesley Gray
CEO, Alpha Architect
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Eric Balchunas
Senior ETF Analyst, Bloomberg
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Meb Faber
Co-founder & CIO, Cambria Investment Management
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Graham Singh
Executive Director, Trinity Centres Foundation
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Julian Klymochko
CEO and Chief Investment Officer of Accelerate
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Gavin Graham
Chief Strategy Officer, SmartBe Investments
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Pat Dunwoody
Executive Director of the Canadian ETF Association
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Perth Tolle
Founder – Life + Liberty Indexes
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Paul Beattie
President & CEO – BT Global
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Jos Schmidt
Co-Founder / President & CEO / Board Member NEO Exchange & NEO Connect – NEO
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Donna Finley
MBA, PhD - Drucker Senior Research Fellow


Documents associated with this event are password protected.

Oct 27, 2021
Oct 27, 2021