ETFGI Global ETFs Insights Summit - Canada

Virtual event

Virtual Event

ETFGI Global ETFs Insights Summit Canada - A virtual event taking place on the afternoons of November 30 and December 1, from 12:30 pm – 5:30 pm EDT.

Attendees will have the opportunity to see and hear speakers via live video and audio of the keynote and panel discussions with audience Q&A, virtual event booths where you can meet and speak with our sponsors, virtual networking, attend virtual happy hours, and receive physical promotional items from our sponsors for qualified buy side investors.   

Free registration and CPD educational credits are offered to buy side investors and financial advisors.



Rochelle “Shelly” Antoniewicz, PhD, Senior Director of Industry and Financial Analysis, Investment Company Institute
Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP
Raymond Chan, Director, Investment Funds, Structured Products, Ontario Securities Commission
Pat Chiefalo, Managing Director, Head of iShares Canada, BlackRock
Michael Craig, Managing Director Head of Asset Allocation & Derivatives, TD Asset Management
Jaclyn Daitchman, Vice President, ESG Client Coverage, MSCI Inc.
Carol E. Derk, Partner, Borden Ladner Gervais LLP
Todd Evans, Managing Director, Investment Industry Association of Canada
Deborah Fuhr, Founder, Managing Director, ETFGI
Yann Furic, CFA, Senior Portfolio Manager, Asset Allocation & Alternative Strategies, Financière des Professionnels
Kevin Gopaul, President, Exchange Traded Funds, BMO Global Asset Management
Michael Greenberg, VP, Portfolio Manager, Franklin Templeton
Katie Gouinlock, Head of Canada ETF Capital Markets, Vanguard Canada
Margaret Gunawan, Managing Director, General Counsel & Chief Compliance Officer, BlackRock
John Jacobs, Executive Director, Center for Financial Markets and Policy, McDonough School of Business, Georgetown University  
Tara Kennedy, VP, Trading, Wealthsimple
Dan Kessous, CEO, Nasdaq Canada
Kevin Law, Execution Services Trading, Virtu Financial
Alfred Lee, Director, Portfolio Manager, Investment Strategist, BMO Global Asset Management
Jin Li, Vice President, ETF & Quantitative Research Analyst, BMO Capital Markets
Graham Mackenzie, Head, Exchange Traded Products, TMX Group
Christian Medeiros, Associate - Asset Allocation, TD Asset Management
Joseph Micallef, FCPA, FCA, Partner, Tax – National Tax Leader Financial Services & Asset Management Industry, KPMG
Mona Naqvi, Head of ESG Index Strategy, North America, S&P Dow Jones Indices
Jonathan Needham, Vice President, ETF Distribution, TD Asset Management
Alex Perel, Head of ETF Services, Scotiabank Global Banking & Markets
Rick Redding, CEO, Index Industry Association
Andres Rincon, CMT Director, Head of ETF Sales & Strategy, TD Securities Inc.
Erik Sloane, Chief Revenue Officer, NEO
Fred Wang, Associate Portfolio Manager, Portfolio Solutions, Mackenzie Investments



Introduction to ETF Landscape in Canada
Fireside Chat – Regulatory Initiatives Impacting ETFs  
An Appraisal of Market Structure and ETF Trading
ETF Trading and Implementation
Impact of Regulations on Investor Choice
Update on Regulatory Trends in the US ETF Industry
Trends in the Use of Fixed Income ETFs
Macro Investment Outlook
Fireside Chat – Regulatory Trends in ESG and Sustainable Investing
How Investors Are Implementing ESG Into Their Portfolios
ETF Due Diligence
How Are Institutions and Financial Advisors Using ETFs?
What Are the Future Trends That Will Impact Investor and ETFs?