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 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 Global Asset Management Patrick McEntyre, Managing Director, Electronic Trading & Services, National Bank Financial Jos Schmitt, President & CEO, NEO Group   9:50am – 10:15am Global Macro Outlook   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 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 – 12:25pm 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.   12:25pm – 1:10pm Lunch and Panel Discussion Women in ETFs – Managing Career Transitions Moderator: Pat Dunwoody, Executive Director, Canadian ETF Association   1:10pm – 1:35pm Trends in the ETF industry ETFGI Research Deborah Fuhr, Managing Partner, Founder, ETFGI   1:35pm – 2:05pm 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 Global Asset Management   2:05pm – 2:35pm 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   2:35pm – 3:20pm ETF Industry Outlook / Future Trends Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Mark 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, ETFGI Laura Tase, Director BMO ETFs, BMO Global Asset Management   3:35pm – 4:05pm Networking Break   4:05pm – 4:35pm The Gender Gap in Wealth Management Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 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 Mark Raes, MD, Head of Product, BMO Global Asset Management 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 Daniela Fajardo Garcia, Associate, ETF Services Team, Scotiabank Hussein 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 

Connect on: Deborah Fuhr Twitter | LinkedIn  ETFGI Twitter | LinkedIn | Website ETFs Network LinkedIn  ETF TV Twitter | LinkedIn | Website Women in ETFs, Board member and founder   Women in ETFs Twitter | LinkedIn | Website