Toronto, Canada
The 2018 ETFs Global Markets Roundtable series of conferences to be held in London on April 19 (covering EMEA), New York on May 15 (covering USA/Latin America), Toronto on May 31 (covering Canada), and Hong Kong in Q4 (covering APAC), will offer an opportunity for a substantive and in-depth discussion about the liquidity, trading, technological and regulatory developments impacting ETFs in the respective jurisdictions.
The events are designed to provide the opportunity for buyside traders and portfolio managers from the institutional investor community, as well as other market participants and professionals involved in the ETF space, to hear current thoughts from industry leaders on ETF trends, market structure and regulation, and obtain a better understanding of how to trade and use ETFs, and of the impact that ETFs have on the markets and market structure.
Sponsorship opportunities will offer valuable recognition, visibility, and branding and provide a number of benefits. For more information please contact Deborah Fuhr at deborah.fuhr@etfgi.com or Ari Burstein at ariburstein@comcast.net.
Agenda
7:30am-8:00am Registration for Buyside/Investment Adviser Workshop
8:00am-10:00am Continental Breakfast (for Workshop Participants) and Buyside/Investment Adviser Workshop
Separated into small groups, participants will have the opportunity to discuss with their peers a number of topics of importance relating to ETFs, as well as raise any questions with, and obtain guidance from, outside experts.
Topics to be discussed will include:
- Impact of ETFs on trading and the markets in general
- Understanding and evaluating ETF liquidity
- How institutions are trading and utilizing ETFs
Discussion Leaders:
- Christopher Doll, Vice-President, ETF Sales & Strategy, Invesco Canada
- Joe Mahoney, Institutional Sales & Trading, Jane Street
- John Reade, Chief Market Strategist, World Gold Council
- Stacey Steinberg, VP, Exchange Traded Funds, Mackenzie Investments
10:00am-10:30am Networking Break and Registration for Main Conference (for those not participating in Buyside/Investment Adviser Workshop)
10:30am-11:00am Opening Remarks and Keynote Address
11:00am-11:45am Impact of Regulatory Developments on ETFs
- Update on key regulatory developments and studies impacting ETFs
- Examination of the need for specific trading rules for ETFs
- Discussion of future rulemakings and reforms impacting ETFs
Deborah Fuhr, Moderator
Managing Partner
ETFGI LLP
Carol E. Derk
Partner
Borden Ladner Gervais
Darren McKall
Manager, Investment Funds and Structured Products
Ontario Securities Commission
Additional Speakers to be Announced
11:45am-12:00pm Presentation
“Exploring Key Trends in Institutional ETF Trading”
Joe Mahoney
Institutional Sales & Trading
Jane Street
12:00pm-12:45pm Creating Better Trading Systems and Trading Tools - How Institutions are Trading and utilizing ETFs
- Most commonly used strategies in trading ETFs
- The use of RFQ platforms for ETFs
- Evaluating the ETF trade - best execution issues
- Pre-and post-trade transparency around ETFs
Peter Haynes, CFA, Moderator
Managing Director, Index Products
TD Securities Inc.
Steve Hawkins
President & Co-CEO
Horizons ETFs
David LaValle
Managing Director, US Head of ETF Capital Markets, Global SPDR Business
State Street Global Advisors
Joe Mahoney
Institutional Sales & Trading
Jane Street
12:45pm–1:30pm Networking Luncheon
1:30pm-2:00pm Exchange Roundtable
- Discussion on how to trade ETFs more efficiently on exchanges
- Examination of issues around market maker incentives
- Discussion of competition for ETF listings
Ari Burstein, Moderator
President
Capital Markets Strategies
Jonathan Sylvestre
Head, Business Strategy, Equities Trading
Equity Capital Markets
Joacim Wiklander
Chief Business Officer
NEO Exchange
2:00pm-2:30pm Keynote Address
“Fireside Chat” on the Future of the ETF Industry
Ari Burstein, Moderator
President
Capital Markets Strategies
Dan Draper
Managing Director of Global ETFs
PowerShares by Invesco
Additional Speaker to be Announced
2:30pm-2:45pm Presentation - Overview of Trends Impacting the ETF Industry
Deborah Fuhr
Managing Partner
ETFGI LLP
2:45pm-3:00pm Refreshment and Networking Break
3:00pm-3:45pm Impact of ETFs on the Markets and Trading - Understanding and Evaluating Issues around ETF Liquidity
- Are ETFs really contributing to volatility in the markets?
- Examining the growth of passive investing and the impact on trading
- Metrics for gauging ETF liquidity
- Concerns surrounding ETF liquidity
Ari Burstein, Moderator
President
Capital Markets Strategies
Roger Chandhok
Global Equity Derivatives
National Bank Financial Group
Mario Cianfarani, CFA
Head of ETF Capital Markets
Vanguard Investments Canada
Naseem Husain
Manager, ETF Capital Markets Specialist
RBC GAM
David Mann
Head of ETF Capital Markets
Franklin Templeton Investments
3:45pm-4:15pm Bringing New ETFs to Market – An Examination of Innovation and Distribution in the ETF Industry
- Examination of new ETF product offerings and approvals
- Examinations of challenges for startups
- Discussion of the growth of robo-advisers and fund platforms
- Examination of issues surrounding distribution
Deborah Fuhr, Moderator
Managing Partner
ETFGI LLP
Prerna Chandak
AVP, Exchange Traded Funds
Mackenzie Investments
Christopher Doll
Vice-President, ETF Sales & Strategy
Invesco Canada
Additional Speakers to be Announced
4:15pm Conference Adjournment