5th annual ETFGI Global ETFs Insights Summit - Canada

BLG’s office, Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3, Canada

Nov 29 In person & Nov 30 Virtual

Nov 29 - day 1 - In person in Toronto. 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.

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 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                                                                          





*All times listed below are EDT





NOVEMBER 30, 2022 (DAY 1)




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 SalesVanguard 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.






Last year's Conference Brochure