5th annual ETFGI Global ETFs Insights Summit - Canada

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BLG’s office, Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3, Canada

Nov 29 In person & Nov 30 Virtual

Register to join the discussions at our 5th annual ETFGI Global ETFs Insights Summit -Canada on Nov 29th in Toronto and virtual Nov 30

 

?Nov 29 - day 1 - In person, from 8:15am - 6pm EST including networking drinks at Borden Ladner Gervais LLP (BLG)’s office, Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3, Canada

?Nov 30 - day 2 - Virtual panel discussions on our virtual event platform.

ETFGI (www.ETFGI.com), a leading independent firm which has for over 10 years offered a database and factsheets for all ETFs and ETPs listed globally, published monthly research reports covering trends in the global ETFs ecosystem, provided consulting services and educational events, is excited to announce the details of our 5th annual ETFGI Global ETFs Insight Summit Canada. The event will be in person in Toronto on November 29th and November 30th will be a virtual day of content. Register now to join us!

This event will bring together leaders from across the ETF industry, including ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and other market participants. The summit is designed to provide the opportunity for traders, portfolio managers, and advisors at buyside institutional investor and financial advisors to examine how ETFs are being traded, selected, and used and hear about the most current regulatory, index, product trends: active, bitcoin, crypto, ESG, thematic and trading developments that are impacting investors.

 

Wednesday, Nov 29th - DAY 1 AGENDA 

BLG’s office, Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3, Canada 
(*Please note that all times listed are EST) 

 

8:15am Registration & Welcome Coffee

 

8:55am - 9:00am Welcome Remarks  
 

9:00am – 9:30am How Regulations are Impacting Market Structure 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Rizwan Awan, President Equity Trading and Head of TMX Markets, Products & Services, TMX Group 
Bryan Blake, Vice President and Head of Canadian Equities, Cboe Global Markets
Eric Bryce, CFA, Associate Director, ETF & Electronic Trading, National Bank Financial

 

9:30am - 10:00am Update on the Canadian ETF Market Landscape
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Naseem Husain, Senior Vice President, ETF Strategist, Horizons ETFs Management (Canada) Inc. 
Elliot Johnson, Chief Investment Officer & Chief Operating Officer, Evolve ETFs 
Ronald Landry, Head of Product and Canadian ETF Services, CIBC Mellon 

 

10:00am – 10:30am An Update and Outlook from CIRO
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Kevin Gopaul, Previously, President, BMO ETFs 
Andrew Kriegler, President and Chief Executive Officer, Canadian Investment Regulatory Organization (CIRO) 

 

10:30am – 10:45am Networking Break 

 

10:45am – 11:15am How Regulations are Impacting ETFs and Investors
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Catherine Chamberlain, Head of Legal and Compliance, Americas, Vanguard Investments Canada Inc. 
Raymond Chan, Director of the Investment Funds and Structured Products Branch (IFSP), Ontario Securities Commission 
Roma Lotay, Partner, Borden Ladner Gervais LLP 
Grace Pereira, Partner, Borden Ladner Gervais LLP 

 

11:15am – 11:45am ETF Trading Trends and Trading Tools
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Roger Chandhok, Director, Global Equity Derivatives, ETF Sales, National Bank Financial Markets 
Kevin Law, Head of Canadian ETFs, Virtu Financial 
Alex Perel, CFA, Head of ETF Services, Scotiabank Global Banking and Markets 

 

11:45am – 12:15pm How ETFs are Being Used to Drive Alpha 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Valerie Grimba, Director, Global ETF Sales & Strategy, RBC Capital Markets 
Jing Huang, Managing Director, BMO Capital Markets 
Prerna Mathews, VP, ETF Product Strategy, Mackenzie Investments 

 

12:15pm – 1pm Networking Lunch  

 
12:30pm - 1pm Women in ETFs: Top 3 Trends in Asset Management, Career and Diversity 
Moderator: Pat Dunwoody, Executive Director, Canadian ETF Association 
Jasmit Bhandal, CFA, Chief Operating Officer, Horizons ETFs Management (Canada) Inc. 
Michael Cooke, Chair, Canadian ETF Association     

 

1pm – 1:30pm Now is the Time for Fixed Income ETFs 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Markus Otema, Executive Director, Automated Market Making, CIBC Capital Markets 
Rachel Siu, Head of Canadian Fixed Income Strategy, BlackRock 

 

1:30pm – 2pm The Unfolding Story for Crypto - Digital Assets
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Christopher Matta, President (US), 3iQ Digital Asset Management 
Som Seif, CEO, Purpose Investments

 

2pm – 2:30pm Trends in Active ETFs 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Dave Shastri, Chief Strategy Officer, Truss Edge 
Daniel Straus, Managing Director, ETFs & Financial Products Research, National Bank of Canada Financial Markets

 

2:30pm – 3pm Managing the Great Transition 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Trevor Cummings, CIMA, Vice President, ETF Distribution, TD Asset Management Inc. 
Andres Rincon, Director, Head of ETF Sales & Strategy, TD Securities 

 

3pm – 3:15pm Networking Break 

 

3:15pm – 3:45pm Institutional Advantages of Using ETFs  
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Daniela Fajardo, Associate, ETF Services, Scotia Capital Inc. 
Daniel Stanley, Director, BMO Global Asset Management 

 

3:45pm – 4:15pm The Evolving Story for ESG  
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Bonnie Lyn de Bartok, Founder & CEO, The S Factor Co. 
Rick Redding, CEO, Index Industry Association 

 

4:15pm – 4:45pm Trends in the ETF Industry - ETFGI Research 
Deborah Fuhr, Managing Partner, Founder, ETFGI 

 

4:45pm - 6pm Drinks Reception

 

 

Thursday, Nov 30th - DAY 2 AGENDA

Virtual

(*Please note that all times listed are EST) 

1:00pm – 4:00pm Replaying Selected Sessions from Day 1                                 

 

     

 

If you can't attend on the day, register anyway and you'll receive recordings of all the sessions. ?   All sessions are recorded, and you will also receive access to last year's session recordings ?   CPD educational credits  ?   Free registration for buy side institutional investors and financial advisors   

 

 

Upcoming 2024 events:

  • 5th Annual ETFGI Global ETFs Insights Summit - Latin America 2024
  • 5th Annual ETFGI Global ETFs Insights Summit - Europe & MEA 2024
  • 5th Annual ETFGI Global ETFs Insights Summit - United States 2024
  • 5th Annual ETFGI Global ETFs Insights Summit - Asia Pacific 2024
  • 6th Annual ETFGI Global ETFs Insights Summit - Canada 2024

If you are interested in sponsoring or speaking at any of our upcoming events or have any questions, please contact us deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com.


 

Last year's Conference Brochure