7th Annual ETFGI Global ETFs Insights Summit - Canada

If you were registered for the event, log into your account on the ETFGI website. If you do not have an account, please Register here.

If you were not registered for the conference, please contact ETFGI to request access to this exclusive content.

Please note that all content is provided under the Chatham House Rule: participants are welcome to use the insights shared, but the identity and affiliation of speakers or other attendees must remain confidential.

 

Opening Bell Ringing Ceremony with TMX Group

Welcome Remarks   
Deborah Fuhr, Managing Partner, Founder, ETFGI

Trends in the ETF Industry - ETFGI Research   
Deborah Fuhr, Managing Partner, Founder, ETFGI

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

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

Update on the Canadian ETF Market Landscape
Greg Benhaim, Executive Vice President of Product and Head of Trading, 3iQ Corp  
Ronald Landry, Vice President, Head of Segment Solutions 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

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


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

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

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

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

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

Closing Remarks

Register your interest for our 2026 events:

  • 7th Annual ETFGI Global ETFs Insights Summit - Europe & Africa
  • 7th Annual ETFGI Global ETFs Insights Summit - Latin America, May 20th in Mexico City at BIVA and May 21st virtual
  • 7th Annual ETFGI Global ETFs Insights Summit - Asia Pacific
  • 7th Annual ETFGI Global ETFs Insights Summit - Middle East / GCC
  • 7th Annual ETFGI Global ETFs Insights Summit - United States
  • 8th Annual ETFGI Global ETFs Insights Summit - Canada

ETFGI (www.ETFGI.com) is a leading independent research and consulting firm which has for over 13 years provided subscription research services providing monthly reports covering trends in the global ETFs ecosystem.  Stay ahead of the curve with ETFGI’s trusted, data-driven insights into the global ETF ecosystem — from active and smart beta strategies to crypto, ESG, and institutional usage.” Contact us if you are interested in subscribing to any of our annual research services. Our reports cover the Global ETFs industry which 15,347 products, with 30,007 listings, assets of $19.25 trillion, from 928 providers on 83 exchanges in 65 countries at the end of October.

 

ETF TV (www.ETFtv.net) is an on-demand program that highlights newly launched exchange-traded funds, products, and notes, while exploring the most pressing topics shaping the ETF landscape. Each episode brings together leading voices from across the industry—including issuers, investors, benchmark providers, and traders—to discuss the trends and developments influencing the use and management of exchange-traded products.

Every show features insightful interviews with key market participants, offering expert perspectives on the issues that matter most to the ETF community. ETF TV also offers the opportunity to create sponsored episodes, allowing partners to collaborate with us in producing custom content tailored to their brand and messaging.

If you’re interested in sponsoring or speaking at one of our upcoming events, subscribing to any of our annual research services, sponsoring an episode of ETF TV, exploring our consulting offerings, or if you have any questions, please reach out to us at: deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com.