Toronto, Canada
Register here to join us at our ETFGI Global ETFs Insights Summit in Toronto on December 2, 2019 from 8:30- 4:30pm at the St. Regis Toronto Hotel. Free registration is offered to buyside investors and financial advisors. Attendees eligible to receive 6 hours FP Canada-Approved CE Credits.
ETFGI Global ETFs Insights Summit qualifies for 6 FP Canada-Approved CE Credits.
Register here to join us at our ETFGI Global ETFs Insights Summit in Toronto on December 2, 2019 from 8:00 - 4:45pm at the St. Regis Toronto Hotel. Free registration is offered to buyside investors and financial advisors. Attendees eligible to receive 6 hours FP Canada-Approved CE
Attendees will receive a complimentary copy of the CFA Institute's book: "A comprehensive Guide to Exchange Traded Funds (ETFs)"
Confirmed Speakers Include:
Spencer Barnes, MSc, CIM, Associate Vice President, Mutual Funds & ETF Strategy, Raymond James
Georgia Bullitt, Partner, Willkie Farr & Gallagher
Raymond Chan, Director, Investment Funds and Structured Products, Ontario Securities Commission
Prerna Chandak, VP ETF Product & Strategy, Mackenzie Investments
Roger Chandhok, Director, Global Equity Derivatives, National Bank Financial Group
Michael Cooke, Senior Vice President, Head of Exchange Traded Funds, Mackenzie Investments
Carol E. Derk, Lawyer, Borden Ladner Gervais
Pat Dunwoody, Executive Director, Canadian ETF Association
Deborah Fuhr, Managing Partner, Founder, ETFGI
Camilo Gil, Executive Director, CIBC Capital Markets
Kevin Law, Execution Services Trading, Virtu Financial
Kevin Gopaul, Global Head Exchange Traded Funds, BMO Global Asset Management
Katie Gouinlock, Head of Canada ETF Capital Markets, Vanguard Investments Canada
Michael Greenberg, CFA, CAIA, Vice President, Portfolio Manager, Franklin Templeton Multi-Asset Solutions
Margaret Gunawan, MD, Head of Canada Legal & Compliance, BlackRock
Andrea Hallett CFA, VP & PM, Multi-Asset Strategies Team, Mackenzie Investments
Steve Hawkins, Chair, CETFA, President & CEO, Horizons ETFs Canada
Naseem Husain, VP ETF Strategist, Mackenzie Investments
Scott Johnston, CFA, Head of Portfolio Review Department, Americas, Vanguard Investments Canada
Ronald C. Landry, Head of Product and Canadian ETF Services, CIBC Mellon
Lisa Lake Langley, CEO & Founder, Emerge Canada Inc
Danielle LeClair, Senior Investment Research Analyst, Franklin Templeton Multi-Asset Solutions
Alfred Lee CFA, CMT, DMS, Director, Portfolio Manager and Investment Strategist, BMO Global Asset Management
Jin Li, Vice President, ETF & Quantitative Research Analyst, Equity Research, BMO Capital Markets
Patrick McEntyre, Managing Director, Electronic Trading & Services, National Bank Financial
Alex Perel, CFA, Director, Head of ETF Services, Scotiabank Global Banking & Markets
Kevin Prins,MBA, CFP, FCSI, Managing Director, Head of Distribution for ETFs and Managed Accounts, BMO Global Asset Management
Jos Schmitt, President & CEO, Executive Director, NEO Exchange
Amol Sodhi, Vice President & Director, Asset Allocation, TD Asset Management
Daniel Straus, PhD, M.Fin., Vice President, ETFs & Financial Products Research, National Bank of Canada Financial Markets
Alex Taylor, Vice President of Equity and Debt Surveillance, IIROC
Mary Jane Young, Head of ETF Trading, Director, TD Securities
AGENDA
8:00 AM - 8:45 AM Registration and Breakfast
Deborah Fuhr, Managing Partner, Founder, ETFGI
8:45 AM – 9:00 AM Opening Remarks
9:00 AM – 9:45 AM An appraisal of Regulatory Issues impacting Trading and Market Structure
Debating the State of Markets and Trading
Best execution
Moderator: Jos Schmitt, President & CE, Executive Director, NEO Exchange
Kevin Law, Execution Services Trading, Virtu Financial
Patrick McEntyre, Managing Director, Electronic Trading & Services, National Bank Financial
Alex Taylor, Vice President of Equity and Debt Surveillance, IIROC
9:45 AM – 10:30 AM How Regulations are Impacting Investor Choice
How are regulations impacting ETFs, indices and investment product development
Meeting regulatory requirements: proficiency, suitability, disclosure
Moderator: Pat Dunwoody, Executive Director, Canadian ETF Association
Carol E. Derk, Lawyer, Borden Ladner Gervais
Margaret Gunawan, MD, Head of Canada Legal & Compliance, BlackRock
Lisa Lake Langley, CEO & Founder, Emerge Canada Inc
Raymond Chan, Director, Investment Funds and Structured Products, Ontario Securities Commission
10:30 AM – 11:00 AM Refreshment and Networking Break
11:00 AM – 11:45 AM ETF trading and implementation
Understanding and evaluating ETF liquidity
Best execution issues
Strategies in trading ETFs
Moderator: Roger Chandhok, Director, Global Equity Derivatives, National Bank Financial Group
Camilo Gil, Executive Director, CIBC Capital Markets
Katie Gouinlock, Head of Canada ETF Capital Markets, Vanguard Investments Canada
Naseem Husain, VP ETF Strategist, Mackenzie Investments
Alex Perel, CFA, Director, Head of ETF Services, Scotiabank Global Banking & Markets
11:45 AM - 12:00 PM 30th anniversary of ETFs – retrospective & perspectives
Understanding 30 years of continuous growth
Busting the myths that stick to the 5 trillion industry
Expectations for the next decade, drivers and forces behind further growth
Deborah Fuhr, Managing Partner, Founder, ETFGI
12:00 PM – 1:00 PM Networking Luncheon
Fireside Chat
Discussion on using and trading fixed income ETFs with
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Mary Jane Young, Head of ETF Trading, Director, TD Securities
Alfred Lee CFA, CMT, DMS, Director, Portfolio Manager and Investment Strategist, BMO Global Asset Management
1:00 PM – 1:45 PM ETF due diligence
How should Institutions and Financial Advisors compare and select ETFs
Using ETFs for fixed income
Using ETFs for ESG, Smart Beta, Thematic exposures
Moderator Erik Sloane, Chief Revenue Officer, Neo Exchange
Prerna Chandak, VP ETF Product & Strategy, Mackenzie Investments
Danielle LeClair, Senior Investment Research Analyst, Franklin Templeton Multi-Asset Solutions
Daniel Straus M.Fin., PhD, ETF Research, NBCFM
1:45 PM – 2:30 PM Portfolio construction – how are Institutions and Financial Advisors Using ETFs
How are political and economic trends impacting portfolio construction?
How and what types of ETFs are being used in portfolios?
How are model portfolios being constructed?
Who is using model portfolios?
Moderator: Scott Johnston, CFA, Head of Portfolio Review Department, Americas, Vanguard Investments Canada
Spencer Barnes, MSc, CIM, Associate Vice President, Mutual Funds & ETF Strategy, Raymond James
Michael Greenberg, CFA, CAIA, Vice President, Portfolio Manager, Franklin Templeton Multi-Asset Solutions
Andrea Hallett CFA, VP & PM, Multi-Asset Strategies Team, Mackenzie Investments
Jin Li, Vice President, ETF & Quantitative Research Analyst, BMO Capital Market
Amol Sodhi, Vice President & Director, Asset Allocation, TD Asset Management
2:30 PM - 3:00 PM Fireside chat ETF Rule and Periodically disclosed ETFs (Non-transparent Active ETFs)
What do these new rules mean for investors?
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Georgia Bullitt, Partner, Asset Management Group, Willkie Farr & Gallagher LLP
3:00 PM – 4:00 PM Refreshment and Sponsor Workshops
Breaking into smaller groups at tables hosted by sponsors, participants will have the opportunity to discuss with their peers topics of importance and interest raised earlier in the day relating to ETFs, as well as raise any questions with, and obtain guidance from, outside experts. The seating will rotate after 30 minutes.
4:00 PM – 4:45 PM What are the Future Trends that Will Impact Investor and ETFs
Millennials and women investors impact on products and advisors
How and where are we likely to see Crypto ETFs and who will use them
Can Robo advisors and digital platforms be profitable
Moderator Deborah Fuhr, Managing Partner, Founder ETFGI
Michael Cooke, Senior Vice President, Head of Exchange Traded Funds, Mackenzie Investments
Kevin Prins,MBA,CFP,FCSI, Managing Director, Head of Distribution for ETFs and Managed Accounts, BMO Global Asset Management
Steve Hawkins, Chair, CETFA, President & CEO, Horizons ETFs Canada
Ronald C. Landry, Head of Product and Canadian ETF Services, CIBC Mellon
4:45 PM – 4:50 PM Closing Remarks
The ETFGI Global ETFs Insights Summit 2019 and 2020 schedule is:
- Toronto – December 2, 2019 click here to register 6 FP Canada-Approved CE Credits
- New York – April 2, 2020 click here to register
- London – May 19, 2020 click here to register
- Toronto – September 2020
- Hong Kong – November 2020
ETFGI Global ETFs Insights Summit Toronto qualifies for 6 FP Canada-Approved CE Credits.
THANK YOU TO
OUR SPONSORS
Contact Information
To sponsor, or if you have any questions, please contact:
Deborah Fuhr, Managing Partner, Founder, Owner, ETFGI
+44 777 5823 111 or deborah.fuhr@etfgi.com