3rd annual ETFGI Global ETFs Insights Summit - Canada

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Virtual event

Virtual Event

Register to join the discussions at our 2nd annual ETFGI Global ETFs Insights Summit - Canada. The summit is designed to facilitate a substantive and in-depth discussion on the impact that ETFs have on markets and market structure, and the regulatory, trading, and technological developments impacting the use of ETFs. 

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, visit virtual event booths where you can meet and speak with our sponsors, attend virtual happy hours and virtual networking sessions.

If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.

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

 


Last year's Conference Brochure

Last year's agenda:

 

MONDAY, NOVEMBER 30

12:00-13:00 Registration, Exhibit Hall & Networking

 

13:00-13:15 Welcome and Introduction to ETF Landscape in Canada

Deborah Fuhr, Managing Partner, Founder, ETFGI

 

13:15-13:55 An Appraisal of Market Structure on ETFs and ETF Trading

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

  • Rochelle Antoniewicz, Senior Director, Industry and Financial Analysis, Investment Company Institute
  • Todd Evans, Managing Director, Investment Industry Association of Canada
  • Dan Kessous, CEO, Nasdaq Canada
  • Kevin Law, ETF Trader, Virtu Financial, Canada
  • Alex Taylor, Vice President, Surveillance, IIROC

 

13:55-14:35 ETF Trading and Trade Implementation

Moderator: Graham MacKenzie, Head, Exchange Traded Products, TMX Group

  • Roger Chandhok, Director, Equity Derivatives, National Bank Financial
  • Katie Gouinlock, Head of Canada ETF Capital Markets, Vanguard Canada
  • Tara Kennedy, VP, Trading, Wealthsimple
  • Andres Rincon, CMT, Director, Head of ETF Sales & Strategy, TD Securities Inc

 

14:50-15:25 Impact of Regulations on Investor Choice

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

  • Raymond Chan, Director, Investment Funds and Structured Products, Ontario Securities Commission
  • Carol E. Derk, Partner, Borden Ladner Gervais
  • Margaret Gunawan, MD, Head of Canada Legal & Compliance, BlackRock
  • Grace Pereira, Senior Counsel, Borden Ladner Gervais

 

15:25-15:55 Update on Regulatory Trends in the US ETF Industry

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP

 

15:55-16:25 Trends in the Use of Fixed Income ETFs

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

  • Elmer Atagu, Director, ETF Trading, CIBC Capital Markets
  • Alfred Lee, Director, Portfolio Manager, Investment Strategist, BMO Global Asset Management
  • Alex Perel, Head of ETF Services, Scotiabank Global Banking & Markets

 

​16:25-17:05 What Are the Future Trends That Will Impact Investor and ETFs?

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

  • Kathleen Bock, Principal and Head of the Americas Region, Vanguard
  • Pat Chiefalo, Managing Director, Head of iShares Canada, BlackRock
  • Michael Cooke, SVP, Head of Exchange Traded Funds, Mackenzie Investments
  • Kevin Gopaul, President, Exchange Traded Funds, BMO Global Asset Management
  • Ronald Landry, Head of Product and Canadian ETF Services, CIBC Mellon
  • Jonathan Needham, Vice President, ETF Distribution, TD Asset Management

 

17:05-17:10 Closing Remarks

Deborah Fuhr, Managing Partner, Founder, ETFGI

 

17:10-17:40 Exhibit Hall & Networking Open Discussions

TUESDAY, DECEMBER 1

13:00-13:30 Registration, Exhibit Hall & Networking

13:30-13:35 Welcoming Remarks

Deborah Fuhr, Managing Partner, Founder, ETFGI

 

13:35-14:00 Macro Investment Outlook

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Michael Craig, Managing Director Head of Asset Allocation & Derivatives, TD Asset Management

 

14:00-14:25 Fireside Chat – Regulatory Trends in ESG and Sustainable Investing

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

  • Linda French, Associate Chief Counsel, ICI Global
  • Rick Redding, CEO, Index Industry Association

 

14:25- 15:05 How Investors Are Implementing ESG Into Their Portfolios

Moderator: John Jacobs, Executive Director, Center for Financial Markets and Policy, McDonough School of Business, Georgetown University

 

  • Jaclyn Daitchman, Vice President, ESG Client Coverage, MSCI Inc.
  • Mary Hagerman M.Sc.,FCSI,CIM,Pl.Fin., Portfolio Manager, Investment Advisor, Groupe Mary Hagerman de Raymond James
  • Mona Naqvi, Head of ESG Index Strategy, North America, S&P Dow Jones Indices

15:15-15:55 ETF Due Diligence

Moderator: Erik Sloane, Chief Revenue Officer, NEO

  • Prerna Chandak, VP, ETF Product & Strategy, Mackenzie Investments
  • Jin Li, Vice President, ETF & Quantitative Research Analyst, BMO Capital Markets
  • Joseph Micallef, FCPA, FCA, Partner, Tax – National Tax Leader Financial Services & Asset Management Industry, KPMG

 

15:55-16:35 How Are Institutions and Financial Advisors Using ETFs? ​

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

  • Yann Furic, CFA, Senior Portfolio Manager, Asset Allocation & Alternative Strategies, Financière des Professionnels
  • Michael Greenberg, CFA, CAIA, VP, Portfolio Manager, Franklin Templeton Investment Solutions
  • Christian Medeiros, Associate Portfolio Manager, TD Asset Management
  • Fred Wang, Associate Portfolio Manager, Portfolio Solutions, Mackenzie Investments

 

16:35-16:40 Closing Remarks

Deborah Fuhr, Managing Partner, Founder, ETFGI

16:40-17:10 Exhibit Hall & Networking Open Discussions