6th Annual ETFGI Global ETFs Insights Summit - Canada - in Toronto on November 27th

canada2024
Borden Ladner Gervais's office, Toronto, Canada

In person

Register now for our 6th Annual ETFGI Global ETFs Insights Summit - Canada taking place at Borden Ladner Gervais’s office in Toronto on November 27 from 8.45am - 4.45pm including a special Bell Ringing Ceremony with the TMX Group.

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 used, selected and traded and hear about the most current regulatory, index, product trends: active, bitcoin, crypto, thematic and trading developments that are impacting investors.


We invite you to visit the Snaptique photo booth from 12:40 PM - 3:40 PM in the exhibit area and capture fun memories to celebrate the 6th Annual ETFGI Global ETFs Insights Summit. Snaptique is the go-to photo booth rental in Toronto. They are experts that have been offering experiential social photo booth experiences at events that are fun and flexible since 2014.


Speakers will include:

AGENDA

📍November 27 - 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)  

 

8.45am - 9.20am Registration & Networking Coffee 

 

9.20am – 9.40am Bell Ringing Ceremony  
Please join us to celebrate opening the market by ringing the bell with TMX Group 

 

10.00am - 10.10am Welcome Remarks  
Deborah Fuhr,
Managing Partner, Founder, ETFGI 
 

10.10am – 10.50am Update on the Canadian ETF Market Landscape
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI 
Helen Hayes,
Managing Director, Head of iShares Canada, BlackRock 
Ronald Landry,
Head of Product and Canadian ETF Services, CIBC Mellon  
Graham MacKenzie,
Managing Director, Exchange Traded Products, TMX Group 

 

10.50am – 11.20am Macro Update
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI 
Sarah Ying,
Executive Director, Head of FX Strategy, FICC Strategy, CIBC Capital Markets

 

11.20am – 12pm How Regulations are Impacting ETFs and Investors  
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI  
Raymond Chan, 
Senior Vice President of the Investment Management Division, Ontario Securities Commission 
Kathryn M. Fuller,
Partner, Borden Ladner Gervais LLP 
Grace Pereira,
Partner, Borden Ladner Gervais LLP
Alex Perel,
Managing Director & Head of ETF Services, Scotiabank 

 

12pm – 12.40pm Using ETFs as Indicators of Investor Sentiment
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI  
Daniela Fajardo,
Associate Director, ETF Services, Scotiabank Global Banking and Markets 
Kevin Prins,
Managing Director, Head of Distribution, ETFs and Digital Distribution, BMO Global Asset Management   
Daniel Straus,
Managing Director - ETF Research and Strategy, National Bank Financial 

 

12.40pm – 1.40pm Networking Lunch   
 

1.40pm – 2.20pm Trends in Thematic and ESG Investing  
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI  
Jean-François Girard,
 Manager, Investment Fund Development and Management, Desjardins  
Steven A. Schoenfeld,
Chief Executive Officer, MarketVector Indexes GmbH 

 

2.20pm – 3pm Understanding Market Trends and User Behavior in ETFs 
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI  
Roger Chandhok,
Director, ETF Sales & Trading, National Bank Financial Markets 
Chris McHaney,
Executive Vice President, Head of Investment Management and Strategy, Global X Investments Canada Inc. 
Casey Yang,
Vice President, ETF Sales & Strategy, TD Securities  

 

3pm - 3.30pm Networking Coffee Break  
 

3.30pm – 4.10pm ETF Industry Outlook – Future Trends
Moderator: Deborah Fuhr,
Managing Partner, Founder, ETFGI
Salvatore D’Angelo, CFA, CFP,
Head of Americas Portfolio Review Department, Vanguard
Steve Hawkins,
Chief Executive Officer, LongPoint Asset Management Inc.
Som Seif,
Founder and CEO, Purpose Investments
Joacim Wiklander,
President & CEO Cboe Canada, Global Head of Listings, Cboe Global Markets

 
4.10pm – 4.40pm Trends in the ETF Industry - ETFGI Research  
Deborah Fuhr, Managing Partner, Founder, ETFGI  

  

4.40pm - 4.45pm Closing Remarks    


 

🆓 Free Registration: For CFA members, buy-side institutional investors, and financial advisors.
📚 CPD Credits: Earn educational credits.
🎧 On-Demand Access: All sessions will be recorded and accessible after the event.
🌐 Industry Leaders: Engage with ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and more.

    

 

Here is a line-up of our upcoming 2025 ETFGI Global ETFs Insights Summits!

  • 6th Annual Europe & MEA 2025 - In person in London
  • 6th Annual Middle East 2025 - In person
  • 6th Annual Latin America 2025 - In person in Mexico City
  • 6th Annual Asia Pacific 2025 - In person in Hong Kong
  • 6th Annual United States 2025 - In person in New York
  • 7th Annual Canada 2025 - In person in Toronto

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.


ETFGI (www.ETFGI.com) is a leading independent firm which has for over 12 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.

 

Last year's Conference Brochure