Free registration for buy side institutional investors and financial advisors at the ETFGI Global ETFs Insights Summit - Canada, a virtual event on November 30 & December 1 from 12:30 to 17:30 EST!

 

The event is designed to facilitate a substantive and in-depth discussion on the regulatory, trading, and technological developments impacting the use, selection, trading, and development of new ETFs and the impact ETFs have on markets and market structure.  

Free registration and CPD educational credits are offered to buy side institutional investors and financial advisors. Register Here Cannot attend, register anyway so we can send you the session recordings. 

Attendees will have the opportunity to see and hear speakers the keynote and panel discussions with audience Q&A and visit virtual event booths and network.

Exciting line up of speakers, topics, and virtual networking! View the full agenda and see all of the speakers on the event website

Speakers will include:

  • Rochelle “Shelly” Antoniewicz, PhD, Senior Director of Industry and Financial Analysis, Investment Company Institute
  • Elmer Atagu, Director, ETF Trading, CIBC Capital Markets
  • Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP
  • Raymond Chan, Director, Investment Funds, Structured Products, Ontario Securities Commission
  • Roger Chandhok, Director, Equity Derivatives, National Bank Financial
  • Pat Chiefalo, Managing Director, Head of iShares Canada, BlackRock
  • Michael Craig, Managing Director Head of Asset Allocation & Derivatives, TD Asset Management
  • Jaclyn Daitchman, Vice President, ESG Client Coverage, MSCI Inc.
  • Carol E. Derk, Partner, Borden Ladner Gervais LLP
  • Todd Evans, Managing Director, Investment Industry Association of Canada
  • Deborah Fuhr, Founder, Managing Director, ETFGI
  • Yann Furic, CFA, Senior Portfolio Manager, Asset Allocation & Alternative Strategies, Financière des Professionnels
  • Kevin Gopaul, President, Exchange Traded Funds, BMO Global Asset Management
  • Michael Greenberg, VP, Portfolio Manager, Franklin Templeton
  • Katie Gouinlock, Head of Canada ETF Capital Markets, Vanguard Canada
  • Margaret Gunawan, Managing Director, General Counsel & Chief Compliance Officer, BlackRock
  • John Jacobs, Executive Director, Center for Financial Markets and Policy, McDonough School of Business, Georgetown University  
  • Tara Kennedy, VP, Trading, Wealthsimple
  • Dan Kessous, CEO, Nasdaq Canada
  • Ronald Landry, Head of Product and Canadian ETF Services, CIBC Mellon
  • Kevin Law, Execution Services Trading, Virtu Financial
  • Alfred Lee, Director, Portfolio Manager, Investment Strategist, BMO Global Asset Management
  • Jin Li, Vice President, ETF & Quantitative Research Analyst, BMO Capital Markets
  • Graham Mackenzie, Head, Exchange Traded Products, TMX Group
  • Christian Medeiros, Associate - Asset Allocation, TD Asset Management
  • Joseph Micallef, FCPA, FCA, Partner, Tax – National Tax Leader Financial Services & Asset Management Industry, KPMG
  • Mona Naqvi, Head of ESG Index Strategy, North America, S&P Dow Jones Indices
  • Jonathan Needham, Vice President, ETF Distribution, TD Asset Management
  • Alex Perel, Head of ETF Services, Scotiabank Global Banking & Markets
  • Rick Redding, CEO, Index Industry Association
  • Andres Rincon, CMT Director, Head of ETF Sales & Strategy, TD Securities Inc.
  • Erik Sloane, Chief Revenue Officer, NEO
  • Fred Wang, Associate Portfolio Manager, Portfolio Solutions, Mackenzie Investments

Panel discussions will cover the following topics:
  • Introduction to ETF Landscape in Canada
  • Fireside Chat – Regulatory Initiatives Impacting ETFs  
  • An Appraisal of Market Structure and ETF Trading
  • ETF Trading and Implementation
  • Impact of Regulations on Investor Choice
  • Update on Regulatory Trends in the US ETF Industry
  • Trends in the Use of Fixed Income ETFs
  • Macro Investment Outlook
  • Fireside Chat – Regulatory Trends in ESG and Sustainable Investing
  • How Investors Are Implementing ESG Into Their Portfolios
  • ETF Due Diligence
  • How Are Institutions and Financial Advisors Using ETFs?
  • What Are the Future Trends That Will Impact Investor and ETFs? 
For speaker updates and the full agenda, please visit the event websiteRegister Here

Please contact Deborah Fuhr [email protected] and Margareta Hricova [email protected] if you have any questions or are interested in sponsoring or speaking at a future event.
 We look forward to seeing you at the event! 
 

Debbie and Margareta
Deborah Fuhr
Managing Partner, Founder, Owner
ETFGI
London EC2N 1AR United Kingdom
[email protected]

 


Upcoming ETFGI Global ETFs Insights Summits:

2020
Canada, Nov 30 - Dec 1, Register Here, Event Website

2021
ESG & Active, Feb 24 & 25 Register HereEvent Website  
USA, May 19 & 20
Europe & MEA, September 15 & 16
Asia Pacific, November 2 & 3
Canada, December 1 & 2