Don Drummond
TD BANK FINANCIAL GROUP

Dear Friends,

Join us in Montréal for one of the largest annual gatherings of the North American investment community. Over seventy of North America’s most distinguished investment experts have been assembled to discuss the current challenges facing professional investors, covering both Canadian domestic and international topics and issues. The event also features an extensive exhibition of many of the leading international names in investment management, and time for networking, including a fabulous cocktail reception at one of the hottest spots in the city.

An important feature of Canada Cup is that it is designed for both the retail advisor and institutional investor. Some sessions appeal to delegates from both groups, such as presentations on active vs. passive management, the logic and flexibility of indexing, benchmarks, exchange traded funds and income trusts. There also are unique sessions for the retail advisor and the institutional investor designed and presented by their peers, as well as investment professionals prominent in their field. These educational and thought-provoking sessions are scheduled into two concurrently running tracks on Day One of the program.

For the institutional investor there are presentations and roundtable discussions on issues related to actively and passively investing in the Canadian market, the Canadian regulatory environment, domestic and international indexed portfolio management, transition management, and enhanced indexing investment strategies. Retail advisors will hear about how to open up to new strategies that will build their businesses and satisfy their clients at the same time. Included will be presentations and roundtable discussions on exchange traded funds and other index-related products that can be multi-purpose business tools used for portfolio management, leveraging, marketing and efficiency. Both tracks contain sessions that range in duration from 30 minutes for individual presenters and up to 60 minutes for roundtable discussions. Questions from the audience will be welcomed and encouraged.

We are sure you will be delighted by the educational quality and originality of the Canada Cup program and we look forward to seeing you in Montréal.