5th annual ETFGI Global ETFs Insights Summit - Canada

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 Regulations are Impacting Market Structure 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Rizwan Awan, President Equity Trading and Head of TMX Markets, Products & Services, TMX Group 
Bryan Blake, Vice President and Head of Canadian Equities, Cboe Global Markets
Eric Bryce, CFA, Associate Director, ETF & Electronic Trading, National Bank Financial

2. Update on the Canadian ETF Market Landscape
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Naseem Husain, Senior Vice President, ETF Strategist, Horizons ETFs Management (Canada) Inc. 
Elliot Johnson, Chief Investment Officer & Chief Operating Officer, Evolve ETFs 
Ronald Landry, Head of Product and Canadian ETF Services, CIBC Mellon 

3. An Update and Outlook from CIRO
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Kevin Gopaul, Previously, President, BMO ETFs 
Andrew Kriegler, President and Chief Executive Officer, Canadian Investment Regulatory Organization (CIRO) 

4. How Regulations are Impacting ETFs and Investors
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Catherine Chamberlain, Head of Legal and Compliance, Americas, Vanguard Investments Canada Inc. 
Raymond Chan, Director of the Investment Funds and Structured Products Branch (IFSP), Ontario Securities Commission 
Roma Lotay, Partner, Borden Ladner Gervais LLP 
Grace Pereira, Partner, Borden Ladner Gervais LLP 

5. ETF Trading Trends and Trading Tools
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Roger Chandhok, Director, Global Equity Derivatives, ETF Sales, National Bank Financial Markets 
Kevin Law, Head of Canadian ETFs, Virtu Financial 
Alex Perel, CFA, Head of ETF Services, Scotiabank Global Banking and Markets 

6. How ETFs are Being Used to Drive Alpha 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Valerie Grimba, Director, Global ETF Sales & Strategy, RBC Capital Markets 
Jing Huang, Managing Director, BMO Capital Markets 
Prerna Mathews, VP, ETF Product Strategy, Mackenzie Investments 

7. Women in ETFs: Top 3 Trends in Asset Management, Career and Diversity 

Moderator: Pat Dunwoody, Executive Director, Canadian ETF Association 
Jasmit Bhandal, CFA, Chief Operating Officer, Horizons ETFs Management (Canada) Inc. 
Michael Cooke, Chair, Canadian ETF Association     

8. Now is the Time for Fixed Income ETFs 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Markus Otema, Executive Director, Automated Market Making, CIBC Capital Markets 
Rachel Siu, Head of Canadian Fixed Income Strategy, BlackRock 

9. The Unfolding Story for Crypto - Digital Assets
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Christopher Matta, President (US), 3iQ Digital Asset Management 
Som Seif, CEO, Purpose Investments

10. Trends in Active ETFs 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Dave Shastri, Chief Strategy Officer, Truss Edge 
Daniel Straus, Managing Director, ETFs & Financial Products Research, National Bank of Canada Financial Markets

11. Managing the Great Transition 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Trevor Cummings, CIMA, Vice President, ETF Distribution, TD Asset Management Inc. 
Andres Rincon, Director, Head of ETF Sales & Strategy, TD Securities 

12. Institutional Advantages of Using ETFs  
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Daniela Fajardo, Associate, ETF Services, Scotia Capital Inc. 
Daniel Stanley, Director, BMO Global Asset Management 

13. The Evolving Story for ESG  
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Bonnie Lyn de Bartok, Founder & CEO, The S Factor Co. 
Rick Redding, CEO, Index Industry Association 

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