7th Annual ETFGI Global ETFs Insights Summit - Canada: December 9 in Toronto

Join Us to Celebrate 35 Years of ETFs in Canada at the ETFGI Global ETFs Insights Summit - Canada in Toronto on December 9th at Borden Ladner Gervais LLP (BLG)’s office!

The day will begin with an opening bell-ringing ceremony with the TMX Group to celebrate the 35th years of ETFs in Canada, followed by a full-day of panel discussions featuring industry leaders. Register now!

The summit is designed as an educational event to foster deep, insightful discussions on the use, due diligence and selection and best trading practices for ETFs by financial advisors and institutional investors in Canada. Explore how regulatory changes are impacting product development including share classes, Active ETFs, Alternative ETFs, Crypto, digital assets and tokenisation and market structure.

🗓️ AGENDA 2025

8:45 AM – 5:05 PM (all times are EST)
📍Dec 9th - BLG's Office, Bay Adelaide Centre, East Tower 22 Adelaide Street West Suite 3400 Toronto, ON, Canada M5H 4E3

8:45 AM – 9:20 AM Registration & Networking Coffee
 
9:20 AM – 9:40 AM Bell Ringing Ceremony   
Please join us to celebrate opening the market by ringing the bell with TMX Group

9:55 AM – 10:00 AM Welcome Remarks   
Deborah Fuhr, Managing Partner, Founder, ETFGI

10:00 AM – 10:25 AM Trends in the ETF Industry - ETFGI Research   
Deborah Fuhr, Managing Partner, Founder, ETFGI

10:25 AM – 10:50 AM Global Macro Outlook 
Andrew Grantham, Executive Director, Senior Economist, CIBC Capital Markets 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

10:50 AM – 11:20 AM CSA ETF Consultation Update
Pei-Ching Huang, Senior Legal Counsel, Investment Management Division, Ontario Securities Commission 
Stephen Paglia, Vice President, Investment Management Division, Ontario Securities Commission 
Moderator: Whitney Wakeling, Partner, Investment Management, Borden Ladner Gervais LLP

11:20 AM - 12:00 PM Update on the Canadian ETF Market Landscape
Greg Benhaim, Executive Vice President of Product and Head of Trading, 3iQ Corp  
Ronald Landry, Head of Product and Canadian ETF Services, CIBC Mellon   
Graham MacKenzie, Managing Director, Exchange Traded Products, TMX Group 
Mary Jane Young, Managing Director, TD Securities 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

12:00 PM – 12:40 PM Rise of Alternative Strategies in the ETF Wrapper  
Jean-René Carle-Mossdorf, Head of ETF Product Development, Desjardins
Morley Conn, Director, ETF Services/Equity Hybrids, Scotiabank  
Jeffrey Sardinha, SVP - Head of ETF Solutions – Americas, State Street  
Raline Sexton, Director Digital Asset Business Strategy, MarketVector Indexes 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

12:40 PM – 1:30 PM Networking Lunch

1:30 PM – 2:00 PM Fireside Chat – Managing Career Transitions 
In Partnership with Women in ETFs 
Lindsay Patrick, Chief Strategy & Innovation Officer, RBC Capital Markets 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

2:00 PM – 2:40 PM How Regulations are Impacting ETFs and Investors 
Raymond Chan, Senior Vice President of the Investment Management Division, Ontario Securities Commission 
Angela Nikolakakos, Head of Legal, Canada, Vanguard Investments Canada Inc.
Grace Pereira, Partner, Borden Ladner Gervais LLP 
Whitney Wakeling, Partner, Investment Management, Borden Ladner Gervais LLP 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

2:40 PM – 3:20 PM How Investors are Using ETFs
Andrea Hallett, Vice President, Portfolio Manager, Mackenzie Investments 
Marchello Holditch, Head of Multi-Asset Solutions, BMO Global Asset Management  
Jennifer Li, Director, Institutional ETF Sales, CIBC Capital Markets 
Daniel Straus, Managing Director, ETF Research, National Bank Capital Markets 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

3:20 PM - 3:40 PM Networking Coffee Break 

3:40 PM – 4:20 PM The Evolving Life Cycle of ETFs
Valerie Grimba, Director, Head of Global ETF Strategy, RBC Capital Markets 
Stephen Hoffman, Managing Director, Exchange Traded Funds, RBC Global Asset Management 
Breiffni McCormack, Managing Director, Client Solutions, RBC Investor Services 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
 

4:20 PM – 5:00 PM The Future of the Asset Management and ETFs Industry
Pat Chiefalo, Head of Product, Canada, Invesco
Michael Cooke, Principal, MDC Consulting 
Som Seif, CEO, Purpose Investments 
Hail Yang, Director, iShares Strategy, BlackRock Canada 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

5:00 PM – 5.05 PM Closing Remarks

Don’t miss this opportunity to explore key trends and network with industry leaders driving the future of ETFs. Register now to join us!

📅Event Date: Tuesday, December 9th
⏰Time: From 8:45 AM - 5:05 PM
📍Location: Borden Ladner Gervais’s office in Toronto
🆓Free Registration: For CFA members, buy-side institutional investors, and financial advisors.
 CPD Credits: Earn educational credits
📋View the agenda, speakers, and topics from last year's successful annual ETFGI Global ETFs Insights Summit - Canada - https://rb.gy/rremx7