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 yera'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