ETFGI Global ETFs Insights Summit – Toronto

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The St. Regis, Toronto, Canada

Toronto, Canada

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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.

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ETFGI Global ETFs Insights Summit qualifies for 6 FP Canada-Approved CE Credits.

 

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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

 

DOWNLOAD FINAL AGENDA

 

Attendees will receive a complimentary copy of the CFA Institute's book: "A comprehensive Guide to Exchange Traded Funds (ETFs)"

 

Confirmed Speakers Include:

Spencer BarnesMSc, CIM, Associate Vice President, Mutual Funds & ETF Strategy, Raymond James
Georgia Bullitt, Partner, 
Willkie Farr & Gallagher
Raymond ChanDirector, Investment Funds and Structured Products, Ontario Securities Commission
Prerna ChandakVP ETF Product & Strategy, Mackenzie Investments
Roger Chandhok,
Director, Global Equity Derivatives, National Bank Financial Group
Michael CookeSenior Vice President, Head of Exchange Traded Funds, Mackenzie Investments
Carol E. DerkLawyer, Borden Ladner Gervais

Pat Dunwoody
Executive Director, Canadian ETF Association
Deborah FuhrManaging Partner, Founder, ETFGI
Camilo GilExecutive Director, CIBC Capital Markets

Kevin Law, Execution Services Trading, Virtu Financial
Kevin GopaulGlobal Head Exchange Traded Funds, BMO Global Asset Management
Katie GouinlockHead of Canada ETF Capital Markets, Vanguard Investments Canada
Michael Greenberg, CFA, CAIAVice 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 HusainVP 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 LangleyCEO & 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 LiVice 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 SchmittPresident & 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 DunwoodyExecutive 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 ServicesScotiabank 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 LeClairSenior 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 BarnesMSc, CIM, Associate Vice President, Mutual Funds & ETF Strategy, Raymond James
Michael Greenberg, CFA, CAIAVice President, Portfolio Manager, Franklin Templeton Multi-Asset Solutions
Andrea Hallett CFAVP & 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,FCSIManaging Director, Head of Distribution for ETFs and Managed Accounts, BMO Global Asset Management

Steve Hawkins, Chair, CETFA, President & CEO, Horizons ETFs Canada

Ronald C. LandryHead 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:

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 [email protected]