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Disclaimer:
This event was held under the Chatham House Rule, participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed
1. How Investors are Implementing ESG into their Portfolios
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Darim Abdullah, CFA, MBA, Vice President, ETF Strategist, Invesco
Andres Rincon, Head of ETF Sales and Strategy, TD Securities
2. 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 Exchange Traded Funds
Patrick McEntyre, Managing Director, Electronic Trading & Services, National Bank Financial
Erik Sloane, Chief Revenue Officer, NEO Group
3. Global Macro Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Bilal Hasanjee, CFA, MBA, MScFinance, Senior Investment Strategist, Vanguard Investments Canada Inc.
4. 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.
5. How Regulatory Changes are Impacting ETFs in Canada
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Shalomi Abraham, Senior Vice President, Head of Legal - Canada, Invesco Canada Ltd.
Raymond Chan, Director of the Investment Funds and Structured Products Branch (IFSP), Ontario Securities Commission
Roma Lotay, Partner, Borden Ladner Gervais LLP
6. 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
7. 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.
8. Women in ETFs – Managing Career Transitions
Moderator: Pat Dunwoody, Executive Director, Canadian ETF Association
Tammy Cash, Head of Marketing, Americas, Vanguard, Vanguard Investments Canada Inc.
Divya Steinwall, Wine Consultant, La Barrique Wine Consulting
Heather E. Wahl, Chief Compliance Officer, AGF Investments LLC & AGF Investments America
9. Trends in the ETF industry ETFGI Research
Deborah Fuhr, Managing Partner, Founder, ETFGI
10. 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 Exchange Traded Funds
11. 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
12. Future Trends - ETF Industry Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Mario Cianfarani, Head of National Accounts and Institutional Sales, Vanguard Investments Canada Inc.
Mark Noble, Executive Vice President, ETF Strategy, Horizons ETFs (Canada) Inc.
Som Seif, CEO, Purpose Unlimited
13. Advantage of Transparency and Advocacy (ESG)
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Danna Broadworth, CFA, Responsible Investment Client Strategy Manager, BMO Global Asset Management
Laura Tase, Director BMO ETFs, BMO Exchange Traded Funds
15. The Gender Gap in Wealth Management
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Narinder Dhami, Executive Lead and Co-Founder, New Power Labs
Lisa Langley, CEO, Emerge Canada
15. Now is the Time for Fixed Income ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Sandy Liang, Head of Fixed Income, Purpose Investments
Daniel Stanley, Director, BMO Exchange Traded Funds
Mary Jane Young, Director, Head of ETF Trading, TD Securities
16. Trade Ideas for Income and Equities: Ideas for a Recession or Recovery
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Carlos Da Costa Frias, Head - Product Development, Desjardins
Daniela Fajardo Garcia, Associate, ETF Services, Scotiabank
Hussein Rashid, Director, ETF Institutional Sales, TD Securities