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

Evolve ETFs: The Innovators Behind Disruption with Raj LalaApr 09, 2021

Episode 47 - Innovation, Infrastructure & AI with Amit Monga
Episode length: 26 min 49 sec
EPISODE #47 – Innovation, Infrastructure & AI with Amit Monga
In this episode of The Innovators Behind Disruption, we explore innovation, infrastructure and artificial intelligence with keynote speaker, Dr. Amit Monga.
TIMESTAMPS:
0:00 Opening remarks and introductions
2:04 Infrastructure evolving into smart infrastructure
4:25 Adoption of technology from pre-pandemic to post-pandemic
8:47 Sustainability and autonomous vehicles in Canada
15:41 The evolution of artificial intelligence (AI)
20:38 Applications of AI in the finance industry
23:28 Predictions on important technological developments over the next decade
26:05 Closing remarks
GUEST SPEAKER: Dr. Amit Monga – Member, Board of Directors, Infrastructure Ontario
Dr. Amit Monga has over 20 years of investment banking, venture capital, and corporate governance experience in the technology, media, telecom, and life sciences sectors. Most recently, he was Managing Director, Technology and Innovation, Global Investment Banking, at one of Canada’s largest bank-owned investment banks. He is an active angel investor and advisor to venture capital and PE funds, and frequently consults with public and private companies on maximizing shareholder value and adoption of disruptive technologies.
Dr. Monga serves on the boards of Infrastructure Ontario and University of Toronto Press. He has previously served on the Innovation Council at Canadian Imperial Bank of Commerce and the boards of both the Canadian Medical Foundation and Alberta Innovates Technology Futures. He received his Ph.D. in Mechanical Engineering from the University of Alberta, where his research focused on solving complex reliability-based design problems using genetic algorithms. An expert in artificial intelligence, machine learning, and data analytics, his research has been published in top peer-reviewed academic journals such as Computers and Industrial Engineering, Advances in Engineering Software, Computers and Operations Research, and International Journal for Quality, Reliability and Safety Engineering.
HOSTED BY: Raj Lala - President & CEO, Evolve ETFs

Episode 46 – Empowering Female Investors with Julie Shipley-Strickland
Episode length: 17 min 53 sec
EPISODE #46 – Empowering Female Investors with Julie Shipley-Strickland
In this episode of The Innovators Behind Disruption, we explore female investors from the point of view of a female investment advisor, keynote speaker, Julie Shipley-Strickland.
TIMESTAMPS:
0:00 Opening remarks and introductions
0:50 About the practice, focusing on female business owners
3:30 Similarities & differences between male & female investors
5:25 Being educated in investments
7:22 How risk tolerance differs between males & females
8:49 Female empowerment and approach towards investing
10:37 Navigating the current market environment
15:06 Investment opportunities in technology
17:17 Closing remarks
GUEST SPEAKER:
Julie Shipley-Strickland - Senior Wealth Advisor, Wellington-Altus Private Wealth
Passionate, forthright and dynamic, Julie Shipley-Strickland builds strong relationships with her valued clients by understanding their goals, supporting their concerns and providing thoughtful and strategic solutions. As a Senior Wealth Advisor with Wellington-Altus Private Wealth, Julie provides independent investment advice, financial planning, insurance solutions and clear guidance to entrepreneurs, executives and their families. As one of the few female investment and insurance advisors in Canada, Julie is paving the way for future females in finance with her strong leadership and dedication to women-led businesses in the community.
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 45 – Cryptocurrency Investing with David Abner
EPISODE #45 – Cryptocurrency Investing with David Abner
In this episode of The Innovators Behind Disruption, we explore cryptocurrencies and investment opportunities in crypto with keynote speaker, David Abner.
TIMESTAMPS:
0:00 Opening remarks and introductions
1:36 About Gemini
6:18 ETFs and the beginnings of bitcoin ETFs
10:38 Why invest in bitcoin?
13:19 Bitcoin as a hedge to inflation
17:23 Cryptocurrency adoption
21:40 Regulation, volatility and other obstacles to crypto adoption
26:44 Growth drivers for cryptocurrencies in the coming years
31:16 Closing remarks
GUEST SPEAKER:
David Abner - Global Head of Business Development, Gemini
David Abner is the Global Head of Business Development at Gemini. In this role, David oversees the expansion of Gemini’s institutional business and leads the relationships with major institutional partners and high-net-worth individuals on a global scale. Prior to joining Gemini, David spent the last 20 years focusing on driving the growth of the Exchange Traded Fund (ETF) industry. He was instrumental in bringing ETFs from a fringe arbitrage trading tool to an investment product utilized by institutional asset managers, reaching more than 7 trillion in assets under management. His most recent book, The ETF Handbook (Wiley Finance) describes the inner workings of ETFs and how to achieve efficient portfolio implementation and execution. Most recently, David was the CEO of the European Division of WisdomTree Asset Management and a member of their global executive committee. He joined the firm as a startup and helped it grow to more than $60 billion in assets under management. Prior to that he held Managing Director roles at BNP Paribas and Bear Stearns & Co, Inc.

Episode 44 – Investing in Disruptive Innovation with Scott Bullis
EPISODE #44 - Investing in Disruptive Innovation with Scott Bullis
In this episode of The Innovators Behind Disruption, we explore disruptive technologies and investment opportunities in disruptive innovation with keynote speaker, Scott Bullis.
TIMESTAMPS:
0:00 Opening remarks and introductions
0:55 Dot com era
2:33 Growth and adoption of disruptive technology
3:50 Looking for investment opportunities for investors
6:10 Pandemic accelerating technologies
8:50 Disruption in the finance industry
10:22 Cryptocurrency & payment systems
13:22 Views on the metaverse
15:20 Social concerns on technologies
16:50 Top predictions for the next five years
18:59 Closing remarks
GUEST SPEAKER:
Scott Bullis - Portfolio Manager, IA Private Wealth
Scott Bullis brings a wide range of skills to the team. As well as having an MBA in finance (Ivey - University of Western Ontario), he has an engineering degree (Queen's University) and has held both Professional Engineer and Project Management Professional designations. He has taught a range of business courses at the University of Alberta (Edmonton), York University (Toronto) and Thompson Rivers University (Kamloops) in the areas of Family Business, Small Business Management, Marketing and Strategy. Before becoming an advisor, Scott held senior roles in a silicon valley during the dot com boom, ran a 450 person offshore engineering firm and was a director of Canada's National Quality Institute. Scott is a fully licensed Portfolio Manager. He holds both the CIM (Chartered Investment Manager) and PM (Portfolio Manager) designations.
DISCLAIMER:
Scott Bullis is a Portfolio Manager for iA Private Wealth®. Opinions expressed in this presentation are those of the Portfolio Manager only and do not necessarily reflect those of IA Private Wealth. The information contained in this podcast comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. The Portfolio Manager can open accounts only in the provinces in which they are registered.
iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Clayline Wealth is a personal trade name of Scott Bullis.

Episode 43 – Everything Crypto with Anthony “Pomp” Pompliano
EPISODE #43 - Everything Crypto with Anthony “Pomp” Pompliano
In this episode of The Innovators Behind Disruption, we explore the current cryptocurrency landscape and what’s next for bitcoin and ether with Elliot Johnson and keynote speaker, Anthony “Pomp” Pompliano.
TIMESTAMPS:
0:00 Opening remarks
1:53 Key opportunities and challenges in bitcoin
7:25 Nation-state adoption of bitcoin & regulations
18:33 Bitcoin adoption in industries
19:35 US ETFs
22:53 Canadian cryptocurrency ETFs
27:40 Institutional adoption of cryptocurrency
33:26 Financial advisors & investing in cryptocurrency
41:24 Closing remarks
GUEST SPEAKERS:
Anthony “Pomp” Pompliano, Entrepreneur and Technology Investor – The Pomp Podcast
Anthony “Pomp” Pompliano is an entrepreneur and technology investor. Most people simply call him “Pomp.” Pomp currently manages an investment portfolio valued at more than $500 million, including investments in many of the largest companies across the bitcoin and crypto industry. He also hosts the popular podcast “The Pomp Podcast,” which has been downloaded more than 20 million times. He writes a daily letter that is read by more than 150,000 investors each morning. Pomp’s interests lie at the intersection of finance, technology, entrepreneurship, and economics, which he tweets about extensively to his more than 1.1 million followers.
Elliot Johnson, CIO & COO - Evolve ETFs
Elliot is Chief Investment Officer and Chief Operation Officer at Evolve ETFs. Prior to joining Evolve ETFs, Elliot was Senior Vice President, Retail Markets at Fiera Capital Corporation, a prominent Canadian investment management firm. Elliot has been a featured guest on BNN Bloomberg and featured in top publications such as, Toronto Star, Yahoo Finance, Benzinga, Investment Executive, Wealth Professional and Motley Fool. Elliot is also a frequent guest on various industry webinars, ETF panels, wealth and cryptocurrency podcasts, including Jessica Moorhouse and BTC Media.

Episode 42 – Midyear ETF Industry Update with Eric Balchunas
In this episode of The Innovators Behind Disruption, we chat with Bloomberg senior ETF analyst, Eric Balchunas on the ETF market thus far in 2021.
TIMESTAMPS:
- 0:00 Opening remarks
- 1:20 This year so far
- 3:30 How is growth spread between DIY and advisors?
- 6:50 What are the biggest trends that are being seen now?
- 12:05 Why ESG investing could be on the up
- 16:50 Bullish on Clean Energy ETFs
- 20:05 Overall thoughts on disruptive tech from Eric
- 22:00 Making sense of retail-driven purchases
- 30:00 Competing with the big boys of disruptive tech
- 32:30 Predictions of when crypto ETFs will hit the US market
- 37:20 Predictions for the first-day volume of Bitcoin ETFs in the US
- 43:55 Favourite tickers
- 49:50 Closing remarks
GUEST SPEAKER:
Eric Balchunas, Senior ETF Analyst - Bloomberg
Episode 41 – The Future of Disruptive Innovation with Shawn Kanungo
In this episode of The Innovators Behind Disruption, we explore what the future of disruptive innovation could look like with keynote speaker, Shawn Kanungo.
TIMESTAMPS:
- 0:00 Opening remarks
- 2:00 Are organizations embracing disruptive tech?
- 6:00 Electricity the backbone of the future
- 9:15 The growth of automation and AI
- 14:26 The bubble of crypto
- 19:05 The biggest disruptive forces to come
- 22:37 Bio-tech, genomics and autonomous vehicles
- 25:00 What advice would you give the younger generation
- 28:34 The paradox of disruption
- 31:59 Is a Metaverse ETF to come?
- 35:15 The new industries of the metaverse
- 35:50 Closing remarks
GUEST SPEAKER:
Shawn Kanungo, Keynote Speaker - Disruptive InnovationShawn Kanungo is a globally recognized innovation strategist. He previously spent 12 years at Deloitte working closely with leaders to better plan for the opportunities associated with disruptive innovation. Shawn is a Partner with Queen & Rook, where he advises leading organizations and executives on disruptive trends, and actively invests in early-stage ventures. His work and interviews have been featured in The Globe & Mail, The Guardian, CBC and CTV. He has been recognized as Avenue Magazine's Top 40 Under 40. In 2021, he was named in Forbes as the “Best Virtual Keynote Speaker I’ve Ever Seen”. Shawn’s content on innovation has garnered millions of views, respectively across LinkedIn, TikTok, YouTube & Facebook.

Episode 40 – The Ever Evolving Privacy Law with Carole Piovesan
In this episode of The Innovators Behind Disruption, we sit down with Carole Piovesan of INQ Law to discuss how spending on cybersecurity is divided and which ways data privacy is involved in everyday life.
TIMESTAMPS:
0:00 Opening remarks
1:30 Banning paying ransom on ransomware attacks
3:50 The three spends of technical defence
5:35 Data privacy in everyday life
7:25 Giving up control of privacy
9:20 Big tech privacy adjustments
12:00 Recent changes of privacy
13:45 AI in the healthcare sector
16:30 Bridging the divide between tech and medicine
17:15 Canadian GDPR
18:50 Closing Remarks
GUEST SPEAKER: Carole Piovesan - Managing partner, INQ Law
Carole is managing partner at INQ Law, focusing her practice on privacy, cyber readiness, data governance and artificial intelligence (AI) risk management. She regularly counsels clients on a wide range of matters related to privacy, cyber readiness and breach response, data governance, ethical AI and responsible innovation. Prior to founding INQ Law, Carole was co-lead of the national Cybersecurity, Privacy and Data Management group at McCarthy Tétrault. She has represented clients before all levels of court in Ontario as well as at the Supreme Court of Canada. Carole plays an active role in shaping data law, policy and standards in Canada and globally. She is the co-chair of the federal government’s Exposure Notification application. She also co-chairs the data governance working group for the Data Governance Standardization Collaborative at the Standards Council of Canada. She is a member of the Data Governance Working Group for the Global Partnership on AI, as well as an advisor to several AI start-ups. In 2018, Carole was appointed by the federal Minister of Innovation to serve as one of six Digital Leaders in the national data and digital transformation consultations. In this role, she led consultations with businesses, academics, civil society and industry associations to inform the first national Digital Charter. Announced on May 21, 2019, the Digital Charter has led to significant proposed reforms to Canada’s federal private sector privacy law.

Episode 39 – Understanding eSports With Chris Overholt
In this episode of The Innovators Behind Disruption, we sit down with Chris Overholt of OverActive Media to discuss the ever-growing eSports industry. This discussion ranges from the ins and outs of being an eSport professional, the financial growth this industry will see and where Toronto fits into the potential space for an eSports performance centre.
TIMESTAMPS:
- 0:00 Opening remarks
- 2:05 Getting involve in eSports
- 4:10 The difference between eSport and eGaming
- 7:15 A day in the life of an eSports professional
- 10:00 eSports – A growing industry
- 12:35 Prize pools
- 15:30 How the traditional eGaming companies are involved in eSports
- 20:10 Viewership in eSports during Covid-19
- 23:00 Reopening plans post Covid-19
- 25:00 An eSport performance centre
- 26:40 Toronto’s talent pool
- 29:00 Closing remarks

Episode 38 – Putting a Price on Pollution with Mike Szabo
In this episode of The Innovators Behind Disruption, we sit down with Mike Szabo of Carbon Pulse to discuss the impact of climate change and the steps put in place to combat carbon emissions. While there is a social cost and the very obvious environmental cost, economists have decided to deal with this by putting a monetary cost on pollution and we discuss the two main approaches.

Episode 37 – The Next Phase for Bitcoin with Tyler Winklevoss
In this episode of The Innovators Behind Disruption, we discuss how the rapid rise of bitcoin has sparked an increase in conversations about the future growth of digital finance. As a non-correlated asset class, bitcoin is being viewed as a store of value and a potential hedge against inflation.

Episode 36 – Solving Problems Using Tech with Drew Orsinger
In this episode of The Innovators Behind Disruption, we chat with Drew Orsinger, CEO & Co-Founder of TradeX. Drew is a career security professional who has served as Chief Security Officer at several companies including SpaceX, CME Group, and Honeywell. Drew is excited to fuse a proven Department of Defense technology with blockchain to innovate a market data solution to propel the financial services industry forward. He also served in the U.S. government in a variety of capacities, including leading a resilience and security practice at a National Laboratory providing analysis on infrastructure protection, cybersecurity, and data loss prevention.

Episode 35 – Generational Themes with Robert Di Iorio
In this episode of The Innovators Behind Disruption, we chat with Robert Di Iorio. Robert is Vice-President & Portfolio Manager at RBC Dominion Securities Inc. Robert focuses on working with clients to create long-term, mathematically attainable, personalized plans, and oversees overall portfolio design. In this conversation, we discuss how to discuss a volatile market with clients, how growth themes affect our lives, and which disruptive themes will change our lives.

Episode 34 – Cryptocurrency Advancements with Anthony Di Iorio
In this episode of The Innovators Behind Disruption, we chat with Anthony Di Iorio. Anthony is founder and CEO of Decentral Inc. He funded and co-founded Ethereum, the decentralized smart contract platform. In this conversation, we discuss the ethereum blockchain, cryptocurrencies (ether/bitcoin), disruptive technologies, giving back to the community and helping solve problems.
TIMESTAMPS:
0:15 Opening remarks
0:50 Introduction to Anthony
1:37 How Decentral started
4:15 Who is the Decentral audience
5:25 Background of Di Iorio
8:00 The breakthrough of Crypto
10:30 Creating a win for the public
12:40 Anti-trust movement
16:10 What is Ethereum
17:45 What is required for crypto adoption
20:15 Is wider adoption of crypto coming?
22:15 Top disruptive themes in the next 5 years
23:15 Three influential people in Anthony’s life
25:30 Top podcasts
26:40 Closing remarks

Disruption vs. Evolution with Darren Cabral
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.

Mid-Year Recap: The North American ETF Market with Andres Rincon and James Seyffart
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).

Cybercrime: Industrial Security & the Internet of Things with Stew Wolfe
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.

The Booming eSports Industry with Robert Young
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.

The Canadian Cannabis Landscape
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.

The Value of ETFs Within Client Portfolios with John De Goey
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.

Evolving Risks of Cybercrime with Matthew Rosenquist
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)

AI and Its Impact on Society with Nicolas Chapados
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.

Insights on Innovative Technologies with Matt Ward
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

Artificial Intelligence with Salim Naran
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

AI and Cyber Security with Carole Piovesan
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

Gender Diversity Inspiring Change with Julia Smith & Raj Lala
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

Growth of the ETF Industry in North America with Tom Psarofagis & Cam Gill

Growth in Robotics with Dr. Jonathan Kelly & Raj Lala

Growth of Cannabis Infused Beverage Market with Dooma Wendschuh
• 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

The Perils of Cybercrime with David Senf & Raj Lala
• 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) - evolveetfs.com/CYBR

Reimagining Work with AI and Dr. Chitra Dorai

Benefits of Responsible Investing with Dustyn Lanz
• 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: evolveetfs.com

Autonomous Driving with Marc Hoag & Raj Lala
• 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

Disrupting the Financial Services Industry with Jos Schmitt

The Future of Marijuana Legalization with Vahan Ajamian
• About Vahan Ajamian •
Vahan Ajamian is Managing Director of Analyst Relations
at MedMen and is the 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 expert in the cannabis sector with more than a dozen years of experience in equity research and analysis.
Learn more about the Evolve Marijuana ETF (TSX: SEED): evolveetfs.com/SEED

Disruption Through ESG with Doug Morrow

Personal Disruption with Whitney Johnson & Raj Lala
• About Whitney Johnson •
Recognized as one of the 50 leading business thinkers in the world (Thinkers50), Whitney Johnson is an expert on disruptive innovation and personal disruption; specifically, a framework which she codifies in the critically acclaimed book Disrupt Yourself: Putting the Power of Disruptive Innovation to Work and in her latest book Build an “A” Team: Play To Their Strengths and Lead Them Up the Learning Curve. (Harvard Business Press, 2018). She co-founded the Disruptive Innovation Fund with Harvard Business School’s Clayton Christensen and spent nearly a decade as an Institutional Investor ranked equity analyst on Wall Street.

Investing in ETFs with Mike Newton

Cyber Security with Sean Sullivan (F-Secure) & Raj Lala
• About Sean Sullivan •
Sean Sullivan is a Security Advisor and researcher at F-Secure, which he joined in 2006. Based in Helsinki, he works with a dynamic group of cyber security experts from over dozen countries. He works primarily with the analyst teams who handle the classification of incoming malware samples and develop antimalware automation, and secondarily with the research teams who develop new antimalware technologies. Sean is an active member of “InfoSec Twitter” and also participates in academic events.
Mr. Sullivan has briefed government officials and technical experts from around the world on computer security issues and antimalware technologies and is frequently interviewed by media worldwide.

Insights with Senior Futurist Thomas Frey & Raj Lala
• About Thomas Frey •
Thomas Frey is Senior Futurist and founder of the DaVinci Institute and an internationally renown futurist, author and keynote speaker.
He has spoken to audiences of high-level government officials such as those of NASA, executives of Fortune 500 companies such as IBM, Capital One, Bell Canada, Visa and Ford Motor Company. He has also been featured in thousands of articles for both national and international publications including New York Times, Huffington Post, USA Today, Forbes, Fast Company, World Economic Forum, and Times.

Marijuana Industry Update with Cronos CEO & Raj Lala

Insights with Futurist Speaker Nikolas Badminton & Raj Lala
• About Nikolas Badminton •
Nikolas is a world-respected futurist speaker, author, and researcher.
He wows audiences with keynote speeches on the impact of exponential technologies including: Renewable Energy, Virtual, Augmented and Mixed Reality; Gene Editing and Personalized Healthcare; Work Productivity; Autonomous Transportation; Smart Cities; and The Future of AI integrated with Life and Business.
Nikolas regularly appears on the BBC, CBC, CTV, Global News, VICE, and writes for the Techcrunch, Huffington Post, Forbes, Venturebeat, Betakit, TechVibes, Business.com, and other media

Artificial Intelligence (AI) with Stuart Sherman & Raj Lala

Cyber Security with Robert Hudyma (Ryerson Professor) & Raj Lala

Cyber Security with Stew Wolfe (Cisco) & Raj Lala

ETF Education with Eric Balchunas (Bloomberg) & Raj Lala
