Nov 29 In person & Nov 30 Virtual
Register to join the discussions at our 5th annual ETFGI Global ETFs Insights Summit -Canada on Nov 29th in Toronto and virtual Nov 30
📍Nov 29 - day 1 - In person, from 8:15am - 6pm EST including networking drinks at Borden Ladner Gervais LLP (BLG)’s office, Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3, Canada
📍Nov 30 - 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 5th annual ETFGI Global ETFs Insight Summit Canada. The event will be in person in Toronto on November 29th and November 30th will be a virtual day of content. Register now to join us!
This event will bring together leaders from across the ETF industry, including ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and other market participants. The summit is designed to provide the opportunity for traders, portfolio managers, and advisors at buyside institutional investor and financial advisors to examine how ETFs are being traded, selected, and used and hear about the most current regulatory, index, product trends: active, bitcoin, crypto, ESG, thematic and trading developments that are impacting investors.
Wednesday, Nov 29th - DAY 1 AGENDA
BLG’s office, Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3, Canada
(*Please note that all times listed are EST)
8:15am Registration & Welcome Coffee
8:55am - 9:00am Welcome Remarks
9:00am – 9:30am How Regulations are Impacting Market Structure
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Rizwan Awan, President Equity Trading and Head of TMX Markets, Products & Services, TMX Group
Bryan Blake, Vice President and Head of Canadian Equities, Cboe Global Markets
Eric Bryce, CFA, Associate Director, ETF & Electronic Trading, National Bank Financial
9:30am - 10:00am Update on the Canadian ETF Market Landscape
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Naseem Husain, Senior Vice President, ETF Strategist, Horizons ETFs Management (Canada) Inc.
Elliot Johnson, Chief Investment Officer & Chief Operating Officer, Evolve ETFs
Ronald Landry, Head of Product and Canadian ETF Services, CIBC Mellon
10:00am – 10:30am An Update and Outlook from CIRO
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Kevin Gopaul, Previously, President, BMO ETFs
Andrew Kriegler, President and Chief Executive Officer, Canadian Investment Regulatory Organization (CIRO)
10:30am – 10:45am Networking Break
10:45am – 11:15am How Regulations are Impacting ETFs and Investors
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Catherine Chamberlain, Head of Legal and Compliance, Americas, Vanguard Investments Canada Inc.
Raymond Chan, Director of the Investment Funds and Structured Products Branch (IFSP), Ontario Securities Commission
Roma Lotay, Partner, Borden Ladner Gervais LLP
Grace Pereira, Partner, Borden Ladner Gervais LLP
11:15am – 11:45am ETF Trading Trends and Trading Tools
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Roger Chandhok, Director, Global Equity Derivatives, ETF Sales, National Bank Financial Markets
Kevin Law, Head of Canadian ETFs, Virtu Financial
Alex Perel, CFA, Head of ETF Services, Scotiabank Global Banking and Markets
11:45am – 12:15pm How ETFs are Being Used to Drive Alpha
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Valerie Grimba, Director, Global ETF Sales & Strategy, RBC Capital Markets
Jing Huang, Managing Director, BMO Capital Markets
Prerna Mathews, VP, ETF Product Strategy, Mackenzie Investments
12:15pm – 1pm Networking Lunch
12:30pm - 1pm Women in ETFs: Top 3 Trends in Asset Management, Career and Diversity
Moderator: Pat Dunwoody, Executive Director, Canadian ETF Association
Jasmit Bhandal, CFA, Chief Operating Officer, Horizons ETFs Management (Canada) Inc.
Michael Cooke, Chair, Canadian ETF Association
1pm – 1:30pm Now is the Time for Fixed Income ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Markus Otema, Executive Director, Automated Market Making, CIBC Capital Markets
Rachel Siu, Head of Canadian Fixed Income Strategy, BlackRock
1:30pm – 2pm The Unfolding Story for Crypto - Digital Assets
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Christopher Matta, President (US), 3iQ Digital Asset Management
Som Seif, CEO, Purpose Investments
2pm – 2:30pm Trends in Active ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Dave Shastri, Chief Strategy Officer, Truss Edge
Daniel Straus, Managing Director, ETFs & Financial Products Research, National Bank of Canada Financial Markets
2:30pm – 3pm Managing the Great Transition
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Trevor Cummings, CIMA, Vice President, ETF Distribution, TD Asset Management Inc.
Andres Rincon, Director, Head of ETF Sales & Strategy, TD Securities
3pm – 3:15pm Networking Break
3:15pm – 3:45pm Institutional Advantages of Using ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Daniela Fajardo, Associate, ETF Services, Scotia Capital Inc.
Daniel Stanley, Director, BMO Global Asset Management
3:45pm – 4:15pm The Evolving Story for ESG
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Bonnie Lyn de Bartok, Founder & CEO, The S Factor Co.
Rick Redding, CEO, Index Industry Association
4:15pm – 4:45pm Trends in the ETF Industry - ETFGI Research
Deborah Fuhr, Managing Partner, Founder, ETFGI
4:45pm - 6pm Drinks Reception
Thursday, Nov 30th - DAY 2 AGENDA
Virtual
(*Please note that all times listed are EST)
1:00pm – 4:00pm Replaying Selected Sessions from Day 1
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
Upcoming 2024 events:
- 5th Annual ETFGI Global ETFs Insights Summit - Latin America 2024
- 5th Annual ETFGI Global ETFs Insights Summit - Europe & MEA 2024
- 5th Annual ETFGI Global ETFs Insights Summit - United States 2024
- 5th Annual ETFGI Global ETFs Insights Summit - Asia Pacific 2024
- 6th Annual ETFGI Global ETFs Insights Summit - Canada 2024
If you are interested in sponsoring or speaking at any of our upcoming events or have any questions, please contact us deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com.
Last year's Conference Brochure