DiscoverEvolve ETFs: The Innovators Behind Disruption with Raj Lala
Evolve ETFs: The Innovators Behind Disruption with Raj Lala
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Evolve ETFs: The Innovators Behind Disruption with Raj Lala

Author: Evolve ETFs

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Raj Lala, President & CEO of Evolve ETFs, joins industry experts to discuss topics such as; cyber security, artificial intelligence (A.I.), auto innovation (including electric and self-driving cars), blockchain, ETFs, and more.
33 Episodes
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Episode Length: 27:22 Learn about: · Defining disruption and evolution · Technological advancements in the banking industry · Clientelligent services in the financial industry · Deep learning for product recommendations · Data-driven lead generation · Deep learning model development · Views on industries to watch for disruptive innovation · Predictions on the adoption of evolutionary technology Keynote Speaker: Darren Cabral, Co-Founder & CEO, Clientelligent, Canada Darren Cabral is a co-founder & CEO of Clientelligent, a machine learning company dedicated to helping financial services companies better engage with their clients. Prior to Clientelligent, Darren was a financial services executive. He spent the majority of his career as a Partner and Director at Connor, Clark & Lunn Capital Markets Inc. (CC&LCM), a retail investment management subsidiary of Connor, Clark & Lunn Financial Group, one of Canada's largest asset managers. Darren held several senior leadership roles at CC&LCM, serving as CFO and later as President after a controlling interest in the company was sold to Aston Hill. As a portfolio manager, Darren managed quantitative and derivative-based strategies for CC&LCM and two Canadian banks. Prior to CC&LCM, Darren worked in Canada and the UK for a boutique investment management company. Darren has an MBA and a mathematics (operations research) degree from York University. He is also a CFA charterholder and a recipient of the Canadian Operations Research Society diploma.
Episode Length: 32:58 Learn about: · Overview of the Canadian and U.S. ETF markets · Actively managed ETF strategies · Smart beta strategies · How the ETF market eclipsed the mutual fund market in Canada · U.S. ETF market trends  · Why financial advisors use ETFs in Canada and the U.S. · Views on whether or not the ETF market is overcrowded · Growing interests in thematic ETFs · Institutional investors and ESG  · Expectations on the growth of Canadian thematic ETFs · Predictions on the future of the North American ETF market · Favourite ETF tickers   Keynote Speakers:  Andres Rincon, CMT, Director, Equity Derivatives & ETF Strategy, TD Securities Andres Rincon, CMT, is director of equity, ETFs and derivatives strategy at TD Securities. He advises institutional and wealth investors on ETF and option strategies, publishes a broad array of ETF and derivative publications, and works with TD's ETF market making team in facilitating ETF orders. He holds a bachelor of commerce degree in commerce, finance from the University of Ottawa James Seyffart, CFA, CAIA, ETF & Commodities Analyst, Bloomberg Intelligence James Seyffart is a research analyst within Bloomberg Intelligence (Bloomberg LP's Research Department). He focuses on the research of the broader asset management industry with specialized expertise in the coverage of ETFs, Mutual Funds, Hedge Funds. Works with Bloomberg's commodity strategist in the research of cryptocurrencies and assists in the production of Bloomberg's ETF IQ, the only TV show fully devoted to all things ETFs. He has a B.S. in Finance and Accounting from The College Of New Jersey (TCNJ).
Episode Length: 24:11 Learn about: · Views on the recent Capital One data breach · Canadian law on data breaches  · Global spending in the cybersecurity industry · What CEOs are most concerned about regarding cybersecurity · Outsourcing of cybersecurity services · What banks are doing to protect themselves from security breaches · The biggest shift in the types of cyber attacks  · Sectors that may need to increase cybersecurity spending and efforts · How ransom requests are being dealt with · The importance of industrial cybersecurity · Top predictions for the cybersecurity industry Keynote Speaker: Stew Wolfe CISSP, CISM, CISA, Nippon Telegraph and Telephone (NTT), Canadian Cybersecurity Practice Lead | Canada | Americas  Mr. Wolfe leads the NTT Canadian Cybersecurity practice as well as the America’s pre-sales security Industrial and Internet of Everything go to market strategy. He has over 26 years in the IT field of which 20 were spent in security, including positions at IBM and Cisco. Mr. Wolfe has focused in various areas within the security field including ethical hacking, executive advisory consulting as well as industrial and healthcare security.  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: 20:09 Learn about: · The catalysts for growth in the technology sector · Differences between eGaming and eSports · How revenue streams have changed in the gaming industry · eSports leagues and teams · Size and growth of the eGaming sector · How 5G and cloud computing affects eGaming · Global demographics of gamers · eSports viewership · Top predictions on the eGaming & eSports industry Keynote Speaker: Robert Young, Director, Technology Equity Research, Canaccord Genuity Corp. (Canada) Robert Young has covered the Canadian technology sector since 2008 and joined Canaccord Genuity as part of the integration of Genuity Capital Markets in 2010. Awards include Starmine’s No. 1 stock picker in Canadian IT Equipment. Previously, Robert worked as a technology strategy consultant with IBM and as a systems engineer for Nortel Networks. Robert holds an Masters in Business Administration from the Ivey School of Business at the University of Western Ontario as well as a Bachelor of Engineering from McMaster University. 
Episode Length: 22:24 Learn about: · How the Canadian cannabis market is changing  · The role of retail in the cannabis space · Recent developments in the U.S. cannabis industry · Insights on legalization in the U.S. · How the U.S market is developing in comparison with the Canadian market  · The cannabis market in California · Market projections for the Canadian and U.S. cannabis industry · Latest company updates on MedMen · Predictions on the top investment opportunities in the cannabis industry Keynote Speaker: Vahan Ajamian, Managing Director of Analyst Relations, MedMen Inc.  About Keynote Speaker:  Vahan Ajamian is MedMen’s principal liaison with brokers and financial analysts covering investment opportunities in the cannabis space. Named a rising star in marijuana investment by Business Insider, he is a capital markets forerunner and expert in the cannabis sector with more than a dozen years of experience in equity research and analysis. Prior to joining MedMen, he was an analyst at Beacon Securities Limited, a full-service independent investment firm in Canada, and at TD Securities. 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: 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
Listen to discussions about the overview of the 2018 Canadian and US ETF market, the importance of active management for fixed income, the role of ETFs in the current market environment, key differences in the way advisors use ETFs in Canada and the US, the effects of regulations in the US regarding launching active ETFs, pros and cons of the race to zero fees, competition in the ETF space, and thematic ETFs. • Tom Psarofagis & Cam Gill • Tom Psarofagis is an ETF analyst for Bloomberg Intelligence. Prior to joining Bloomberg, he held roles in ETF groups at both Oppenheimer Funds and IndexIQ. Previously, Tom was in Product Development at Nasdaq where he worked on creating innovative indexes for ETF sponsors. Tom attended the University of Connecticut where he earned his Bachelor’s degree in Finance. Tom is a Chartered Market Technician and a member of the Market Technicians Association. Cam Gill currently leads CIBC’s ETF Execution and Retail Block trading businesses and is responsible for institutional sales, market-making and risk management across all ETF asset classes. Cam and his team actively advise ETF manufacturers and play an integral role in the launch of new ETF products. Learn about Evolve ETFs: https://evolveetfs.com/
Learn about the definition and differences between "automation" and "robotics", predictions for collaborative robots (cobots) that help with day-to-day chores at home, view on surgical robots, the convergence of embodied intelligence in machines, the shift from robots using a preplanned series of actions to robots that are able to be intelligent and adaptive, the industries that are most likely to be affected by robotic automation, how Canada ranks in regards to A.I. innovation, advancements from the University of Toronto, and predictions for the next 5-10 years.   • About Dr. Jonathan Kelly • Dr. Kelly is Dean’s Catalyst Professor at the University of Toronto Institute for Aerospace Studies (UTIAS) and Director of the Space & Terrestrial Autonomous Robotic Systems (STARS) Laboratory. Before joining the UofT, he was a postdoctoral researcher at the Massachusetts Institute of Technology and received his PhD degree from the University of Southern California, where his dissertation work focused on sensor fusion for robust robot navigation. Prior to graduate school, he was a software engineer at the Canadian Space Agency in Montreal. His research interests lie primarily in the areas of estimation and machine learning for navigation and mapping, applied to both robotics and human-centred assistive technologies. Learn more about the Evolve Innovation Index ETF (TSX: EDGE) - evolveetfs.com/EDGE
Learn about why cannabis-infused beverages are at the forefront of the "cannabis format war", barriers to entry into the market, views on how the industry will grow, how big the cannabis-infused beverages market is expected to be in Canada, recreational marijuana legalization predictions for other countries, the importance of brand recognition to gain market share, and more. • About Dooma Wendschuh • Dooma Wendschuh is the Co-Founder and CEO of Province Brands, a highly disruptive, Toronto-based startup in Canada’s legal cannabis industry. With 30+ speaking engagements, 20+ national television appearances and hundreds of media interviews, Wendschuh has emerged as a leading voice in the burgeoning cannabis industry. Learn more about the Evolve Marijuana ETF (TSX: SEED) - evolveetfs.com/SEED
Learn about: the importance of cyber security measures for low-risk devices, how companies can protect themselves from internal risks vs. external forces, the federal government’s cyber security initiatives including new mandatory data-breach reporting rules, average budget allocations to cyber security for large organizations, the increase in spending on detection instead of just protection, and more. • About David Senf • David is an IT research and advisory thought leader and executive with a particular focus on cybersecurity. He spent close to two decades analyzing and delivering vendor, provider, channel and end-user success. Previously he was a VP at IDC where he worked with and presented to countless organizations – and much of the IT vendor community. He has appeared in a variety of publications, including The Globe and Mail, CBC, The Star, Wall Street Journal, and Wired. Learn more about Canada’s First Cyber Security ETF (TSX: CYBR) - https://evolveetfs.com/CYBR
Learn what cognitive computing is, the development of AI from machine learning and taking into account reasoning, planning, and scheduling, how infusing intelligent automation and deeper meaningful engagement with customers can transform businesses, the benefits of deploying chatbots to assist customer service agents and reduce second calls by 15-20%, the importance of data in an increasingly connected world, recommended data safety measures, self-driving vehicle technology progress, what being an IBM Fellow means to her as a female, predictions and more.  • About Dr. Chitra Dorai • Dr. Dorai is a Computer Scientist, Data Science and AI Expert, Innovation Advisor, and Entrepreneur. She was formerly at IBM as an IBM Fellow & CTO. She has 25+ years of R&D experience and an extensive portfolio of innovations with research contributions in computer science. Learn about Canada's First Innovation ETF (TSX: EDGE) - https://evolveetfs.com/edge
Find out how the terms ESG (environmental, social and governance) and SRI (socially responsible investing) are intertwined and different from each other, the business case for ESG, Millennial investing trends, the suitability of cannabis for responsible investing, especially with the upcoming legalization, the priority for ESG in the institutional space, ESG trends over the next few years from an investment perspective and more.  • About Dustyn Lanz • Dustyn is CEO of Responsible Investment Association. Dustyn is quoted regularly in the national media as an expert on responsible investing and a frequent public speaker at some of Canada’s leading business schools and investment conferences. In 2014, he helped to launch Canada’s first financial designations for advisors with expertise in responsible investing. In 2016, Dustyn received a Clean50 Emerging Leader Award for his contributions to responsible investing in Canada. Learn more about Evolve ETFs: https://evolveetfs.com
Learn about the levels of automation for autonomous cars, the behavioural shift to autonomous driving from traditional petrol cars, the significance of technology vs. legislation, the prediction for 2020 as an important year as level 5 autonomous vehicles will be available for public consumption, which companies are making the most progress towards electric/autonomous vehicles, electric vehicle market drivers, and more.  • Marc Hoag • Marc is a California-licensed attorney-turned-2x-startup founder with nearly 8 years of experience as head of product. He has an undergraduate degree in economics from UCLA. Shortly after law school, he successfully raised a Series A to build his first startup in the job/talent space, from which he spun out an internal tool that became Twibble.io, a social media scheduling and automation platform. He also launched his podcast Autonomous Cars with Marc Hoag. Learn about Canda's First Future Cars ETF (TSX: CARS): evolveetfs.com/CARS
Discover the evolution of stock exchanges, the vision and differentiator for NEO Exchange (a new and innovative Canadian stock exchange), the differences between Canadian and US markets in terms of market data transparency, how PTFs (Platform Traded Funds) work and its expected growth, the launch of NEO Connect, predictions for the industry and more.  • About Jos Schmitt • Jos Schmitt is one of the founders and President & CEO of the Aequitas NEO Exchange, a stock exchange he formed with the support of a number of blue-chip financial institutions. Jos has over thirty years of experience in the financial services industry internationally, with particular expertise in the market infrastructure space, across asset classes and across geographies. Prior to NEO and in the role of President & CEO, Jos formed together with a number of blue-chip financial institutions the Alpha Group of companies, including the Alpha Stock Exchange.
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