Register now to join us for the ETFGI Global ETFs Insights Summit Canada on Nov 30th in Toronto

 

Press Release London (November 23, 2022) -  Register now to join us on Nov 30th in Toronto for the 4th annual ETFGI Global ETFs Insights Summit, Canada. Only a few spaces are left to attend in person. If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.

Nov 30th - day 1 - In person from 8:30am – 6:45pm ET including a drinks reception at Borden Ladner Gervais LLP's Toronto office. Full day event free for IFAs and institutional investors – spaces are allocated on a first come basis as spaces are limited.

Dec 1st - day 2 - virtual panel discussions on our virtual event platform.

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.
REGISTER NOW
 

 

Agenda Wednesday, November 30th

*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 TradingModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIRizwan Awan, President Equity Trading and Head of TMX Markets Products & Services, TMX GroupKevin Gopaul, Global Head of ETFs, BMO Global Asset ManagementPatrick McEntyre, Managing Director, Electronic Trading & Services, National Bank FinancialJos Schmitt, President & CEO, NEO Group  9:50am – 10:15am Global Macro Outlook  10:15am – 10:40am What You Need to Know About Covered Call ETFsModerator: Deborah Fuhr, Managing Partner, Founder, ETFGITrevor 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 CanadaModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIRaymond Chan, Director of the Investment Funds and Structured Products Branch (IFSP), Ontario Securities CommissionRoma Lotay, Partner, Borden Ladner Gervais LLP  11:30am – 11:50am Tax Update for Investors in CanadaModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIJoseph Micallef, FCPA, FCA, Partner, Tax – National Tax Leader Financial Services & Asset Management, KPMGGrace Pereira, Partner, Borden Ladner Gervais LLP  11:50am – 12:25pm ETF Trading TrendsModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIAlex Perel, CFA, Head of ETF Services, ScotiabankKevin Law, Head of Canadian ETF Trading, Virtu ITG Canada Corp.  12:25pm – 1:10pm Lunch and Panel DiscussionWomen in ETFs – Managing Career TransitionsModerator: Pat Dunwoody, Executive Director, Canadian ETF Association  1:10pm – 1:35pm Trends in the ETF industry ETFGI ResearchDeborah Fuhr, Managing Partner, Founder, ETFGI  1:35pm – 2:05pm How Are Institutions and Financial Advisors Using ETFsModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIRoger Chandhok, Director, Global Equity Derivatives, ETF Sales & Trading, National Bank Financial MarketsMegan France, Director, ETF Business Development, CIBC Capital MarketsGreg Walker, Director, ETF Capital Markets & Strategic Partnerships, BMO Global Asset Management  2:05pm – 2:35pm Update on the Canadian ETF Market LandscapeModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIRaj Lala, CEO, Evolve ETFsRonald Landry, Head of Product and Canadian ETF Services, CIBC MellonDaniel Straus, Ph.D., M.Fin., Director of ETF Research, National Bank of Canada Financial Markets  2:35pm – 3:20pm ETF Industry Outlook / Future TrendsModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIMark Noble, Executive Vice President, ETF Strategy, Horizons ETFs (Canada) Inc.Som Seif, CEO, Purpose Unlimited  3:20pm – 3:45pm Advantage of Transparency and Advocacy (ESG)Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGILaura Tase, Director BMO ETFs, BMO Global Asset Management  3:35pm – 4:05pm Networking Break  4:05pm – 4:35pm The Gender Gap in Wealth ManagementModerator: Deborah Fuhr, Managing Partner, Founder, ETFGILisa Langley, CEO, Emerge Canada  4:35pm – 5:05pm Now is the Time for Fixed Income ETFsModerator: Deborah Fuhr, Managing Partner, Founder, ETFGISandy Liang, Head of Fixed Income, Purpose InvestmentsMark Raes, MD, Head of Product, BMO Global Asset ManagementMary Jane Young, Director, Head of ETF Trading, TD Securities  5:05pm – 5:35pm Trade Ideas for Income and Equities: Ideas for a Recession or RecoveryModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIDaniela Fajardo Garcia, Associate, ETF Services Team, ScotiabankHussein Rashid, Director, ETF Institutional Sales, TD Securities  5:35pm – 5:40pm Closing Remarks  5:40pm – 6:45pm Networking Drinks Reception             

🆓    Free registration for buy side institutional investors and financial advisors📚   CPD educational credits 🎧   Session recordings - If you can't attend on the day, register anyway and you'll receive recordings of all the sessions. You will also receive access to last year's session recordings.  If you have any questions or are interested in sponsoring or speaking at our upcoming events in 2023 please contact deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com.
 
 

Contact:  Deborah Fuhr  Managing Partner, Founder  ETFGI  Mobile: +44 777 5823 111  Email: deborah.fuhr@etfgi.com  Web: www.etfgi.com 

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