November 30 - In person
December 1 - Virtual
Location:
BLG
Bay Adelaide Centre, East Tower
22 Adelaide Street West
Suite 3400
Toronto, ON, Canada
M5H 4E3
Nov 30th - day 1 - In person from 8:30am – 6:45pm ET including a drinks reception at Borden Ladner Gervais LLP's Toronto office. Educational credits and free for IFAs and institutional investors – spaces are allocated on a first come basis as spaces are limited. All sessions will be recorded. Attendees will receive access to virtual event content on day 2.
Dec 1st - day 2 - virtual panel discussions on our virtual event platform.
ETFGI (www.ETFGI.com), a leading independent firm which has for over 10 years offered a database and factsheets for all ETFs and ETPs listed globally, published monthly research reports covering trends in the global ETFs ecosystem, provided consulting services and educational events, is excited to announce the details of our 4th annual ETFGI Global ETFs Insight Summit Canada. The event will be in person in Toronto on November 30th and December 1st will be a virtual day of content. Register now to join us! The summit is designed to provide the opportunity for IIROC and MFDA advisors, and traders, portfolio managers, CIOs at buyside institutional investor to examine how ETFs are being selected, used and traded. Hear panel discussions on the business, technological, and regulatory developments impacting trading, best execution, ESG, crypto and Client Focused Reforms that are impacting investors.
This event will bring together leaders from across the ETF industry, including ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and other market participants. If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.🎧 All sessions are recorded and you will also receive access to last year's session recordings📚 CPD educational credits 🆓 Free registration for buy side institutional investors and financial advisors
DAY 1 Agenda, Wednesday, November 30th
Location: Borden Ladner Gervais LLPs Toronto office
*Please note that all times listed are Eastern Time
8:30am – 9:00am Registration & Welcome Coffee
9:00am - 9:05am Welcoming Remarks
9:05am – 9:50am How Regulations are Impacting Market Structure and ETF Trading
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Rizwan Awan, President Equity Trading and Head of TMX Markets Products & Services, TMX Group
Kevin Gopaul, Global Head of ETFs, BMO Exchange Traded Funds
Patrick McEntyre, Managing Director, Electronic Trading & Services, National Bank Financial
Erik Sloane, Chief Revenue Officer, NEO Group
9:50am – 10:15am Global Macro Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Bilal Hasanjee, CFA, MBA, MScFinance, Senior Investment Strategist, Vanguard Investments Canada Inc.
10:15am – 10:40am What You Need to Know About Covered Call ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Trevor Cummings, CIMA, Vice President, ETF Distribution, TD Asset Management Inc.
10:40am – 11am Networking Break
11am – 11:30am How Regulatory Changes are Impacting ETFs in Canada
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Shalomi Abraham, Senior Vice President, Head of Legal - Canada, Invesco Canada Ltd.
Raymond Chan, Director of the Investment Funds and Structured Products Branch (IFSP), Ontario Securities Commission
Roma Lotay, Partner, Borden Ladner Gervais LLP
11:30am – 11:50am Tax Update for Investors in Canada
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Joseph Micallef, FCPA, FCA, Partner, Tax – National Tax Leader Financial Services & Asset Management, KPMG
Grace Pereira, Partner, Borden Ladner Gervais LLP
11:50am – 12:20pm ETF Trading Trends
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Alex Perel, CFA, Head of ETF Services, Scotiabank
Kevin Law, Head of Canadian ETF Trading, Virtu ITG Canada Corp.
12:20pm – 1:20pm Luncheon
12:50pm – 1:20pm Women in ETFs – Managing Career Transitions
Moderator: Pat Dunwoody, Executive Director, Canadian ETF Association
Tammy Cash, Head of Marketing, Americas, Vanguard, Vanguard Investments Canada Inc.
Divya Steinwall, Wine Consultant, La Barrique Wine Consulting
Heather E. Wahl, Chief Compliance Officer, AGF Investments LLC & AGF Investments America
1:20pm – 1:45pm Trends in the ETF industry ETFGI Research
Deborah Fuhr, Managing Partner, Founder, ETFGI
1:45pm – 2:15pm How Are Institutions and Financial Advisors Using ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Roger Chandhok, Director, Global Equity Derivatives, ETF Sales & Trading, National Bank Financial Markets
Megan France, Director, ETF Business Development, CIBC Capital Markets
Greg Walker, Director, ETF Capital Markets & Strategic Partnerships, BMO Exchange Traded Funds
2:15pm – 2:45pm Update on the Canadian ETF Market Landscape
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Raj Lala, CEO, Evolve ETFs
Ronald Landry, Head of Product and Canadian ETF Services, CIBC Mellon
Daniel Straus, Ph.D., M.Fin., Director of ETF Research, National Bank of Canada Financial Markets
2:45pm – 3:25pm Future Trends - ETF Industry Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Mario Cianfarani, Head of National Accounts and Institutional Sales, Vanguard Investments Canada Inc.
Mark Noble, Executive Vice President, ETF Strategy, Horizons ETFs (Canada) Inc.
Som Seif, CEO, Purpose Unlimited
3:25pm – 3:50pm Advantage of Transparency and Advocacy (ESG)
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Danna Broadworth, CFA, Responsible Investment Client Strategy Manager, BMO Global Asset Management
Laura Tase, Director BMO ETFs, BMO Exchange Traded Funds
3:50pm – 4:05pm Networking Break
4:05pm – 4:35pm The Gender Gap in Wealth Management
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Narinder Dhami, Executive Lead and Co-Founder, New Power Labs
Lisa Langley, CEO, Emerge Canada
4:35pm – 5:05pm Now is the Time for Fixed Income ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Sandy Liang, Head of Fixed Income, Purpose Investments
Daniel Stanley, Director, BMO Exchange Traded Funds
Mary Jane Young, Director, Head of ETF Trading, TD Securities
5:05pm – 5:35pm Trade Ideas for Income and Equities: Ideas for a Recession or Recovery
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Carlos Da Costa Frias, Head - Product Development, Desjardins
Daniela Fajardo Garcia, Associate, ETF Services, Scotiabank
Hussein Rashid, Director, ETF Institutional Sales, TD Securities
5:35pm – 5:40pm Closing Remarks
5:40pm – 6:45pm Networking Drinks Reception
If you interested in speaking, sponsoring or have any questions please contact Deborah Fuhr deborah.fuhr@etfgi.com and Margareta Hricova margareta.hricova@etfgi.com.
