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Virtual Event
Register to join the discussions at our 3rd annual ETFGI Global ETFs Insights Summit - Canada. The summit is designed to facilitate a substantive and in-depth discussion on the impact that ETFs have on markets and market structure, and the regulatory, trading, and technological developments impacting the use of ETFs.
Attendees will have the opportunity to see and hear speakers via video and audio of the keynote and panel discussions, virtual event booths where you can meet and speak with our sponsors and virtual networking.
If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.
Free registration and CPD educational credits are offered to buy side institutional investors, financial advisors and RIAs.
ETFGI Global ETFs Insights Summits are a series of events organised by ETFGI. In 2021 we have held 5 events with 1 more scheduled.
Upcoming 2021 events are:
- 3rd Annual Canada, December 1 & 2 Register Here
Past 2021 events include:
- ESG and Active ETFs Trends, March 24th & 25th Session Recordings
- 2nd Annual Latin America, April 14th & 15th Session Recordings
- 2nd Annual USA, May 19th & 20th Session Recordings
- 2nd Annual Europe & MEA, September 14, 15th & 16th Session Recordings
- 2nd Annual Asia Pacific, November 2nd & 3rd Session Recordings
If you are interested in sponsoring, supporting or speaking at our upcoming events in 2021 or 2022 or have any questions, please contact Margareta Hricova at margareta.hricova@etfgi.com and Deborah Fuhr at deborah.fuhr@etfgi.com.
Follow us on Linkedin and Twitter for updates about the event.
*Please note that all times listed are Eastern Time Zone.
Wednesday, December 1st, 2021
9:00am – 9:10am Welcoming Remarks
Margareta Hricova, Managing Director, ETFGI
9:10am – 9:40am Trends in the ETFs Industry
Deborah Fuhr, Managing Partner, Founder, ETFGI
9:40am – 10:20am Regulatory Issues Impacting ETF Trading and Market Structure
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Matthew Goddard, Managing Director, Head of Canadian ETFs and Futures, Head of Data Cognition Team, BMO Capital Markets
Rob Marrocco, Senior Director, Listings, CBOE
Alex Perel, Head of ETF Services , Scotiabank
10:20am – 10:45am Fireside Chat
- Announced acquisition of NEO by CBOE
- The 5 year plan
- The product and trading landscape in Canada
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jos Schmitt, President & CEO, Neo Exchange
10:45am – 11:25am ETF Trading and Implementation Best Practices
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Roger Chandhok, Director, Equity Derivatives, National Bank Financial
Camilo Gil, Managing Director, CIBC Capital Markets
Naseem Husain, Vice President, Exchange Traded Funds, Mackenzie Investments
11:25am – 12:05pm Impact of Regulations on Investor Choice
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Raymond Chan, Director, Investment Funds and Structured Products, Ontario Securities Commission
Carol E. Derk, Partner, Borden Ladner Gervais
Margaret Gunawan, MD, Head of Canada Legal & Compliance, BlackRock
12.05 - 12.20 Networking Break
12:20pm – 1:00pm Regulatory Trends Impacting ETFs in the US
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Stacy Fuller, Partner, K&L Gates LLP
Peter Shea, Partner, K&L Gates LLP
1:00pm – 1:35pm The Future of Distribution
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jason McIntyre, Vice President, Wealth, TD Asset Management
1:35pm – 2:20pm Current Landscape and Outlook for Digital Assets & Crypto ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Brian Keogh, Senior Principal, Business Development, Gemini
Andrew Kiguel, Co-Founder Chief Executive Officer, Tokens.com
Fred Pye, Chairman & CEO, 3iQ Digital Asset Management
2:20pm – 3:00pm Trends in the Use of Fixed Income ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Steven Leong, Director, Head of iShares Canada Product & Markets, BlackRock
Mary Jane Young, Head of ETF Trading, Director, TD Securities
Thursday, December 2nd, 2021
9:00am – 9:10am Welcoming Remarks
Margareta Hricova, Managing Director, ETFGI
9:10am – 9:30am Macro Investment Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Michael Craig, Managing Director Head of Asset Allocation & Derivatives, TD Asset Management
9:35am – 10:05am A Look into the Canadian ETF Industry – Trends and Industry Insights
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Raj Lala, President & CEO, Evolve ETFs
Ronald C. Landry, Head of Product and Canadian ETF Services, CIBC Mellon
10:05am – 10:30am Fiduciary Implications of ESG
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Mark Webster, Director of ETF Sales, BMO Global Asset Management
10:30am – 11:10am How Investors are Implementing ESG into their Portfolios
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Darim Abdullah, Vice President, ETF Strategist, Invesco
Rick Redding, CEO, Index Industry Association
11:10am – 11:50am ETF Due Diligence
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Lisa Langley, CEO and Founder, Emerge Canada Inc.
Prerna Mathews, Vice President, ETF Product & Strategy, Mackenzie Investments
Daniel Stanley, Director, BMO Global Asset Management
11.50 - 12.10 Networking Break
12:10pm – 12:50pm How are Institutions and Financial Advisors Using ETFs?
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Bobby Eng, Senior Vice President, Head of Platform and Institutional ETF Distribution, Franklin Templeton
James Gauthier, Chief Investment Officer, Justwealth Finance
Stephen Lingard, Senior Portfolio Manager, Multi-Asset Research Head, CI Global Asset Management
Greg Walker, Director, ETF Capital Markets & Strategic Partnerships, BMO Global Asset Management
12:50pm – 1:15pm Fireside Chat - Living with Rising Rates and Inflation
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Scott Peng, CIO, Advocate Capital Management
1:15pm – 1:55pm Women in ETFs panel: Managing Your Career
Moderator: Pat Dunwoody, Executive Director, Canadian ETF Association
Tracy Chenier, Managing Director, Product Development & Management, CIBC Asset Management
Katie Gouinlock, Assistant Portfolio Manager, Vanguard
Michelle Tran, President, TMX Datalinx, TMX Group
1:55pm – 2:35pm ETFs Industry Outlook for 2022 and Beyond
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Michael Cooke, Senior Vice President, Head of Exchange Traded Funds, Mackenzie Investments
Duane Green, CEO & President, Franklin Templeton Canada
Last year's Conference Brochure
Virtual Event
Register to join the discussions at our 3rd annual ETFGI Global ETFs Insights Summit - Canada. The summit is designed to facilitate a substantive and in-depth discussion on the impact that ETFs have on markets and market structure, and the regulatory, trading, and technological developments impacting the use of ETFs.
Attendees will have the opportunity to see and hear speakers via video and audio of the keynote and panel discussions, virtual event booths where you can meet and speak with our sponsors and virtual networking.
If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.
Free registration and CPD educational credits are offered to buy side institutional investors, financial advisors and RIAs.
ETFGI Global ETFs Insights Summits are a series of events organised by ETFGI. In 2021 we have held 5 events with 1 more scheduled.
Upcoming 2021 events are:
- 3rd Annual Canada, December 1 & 2 Register Here
Past 2021 events include:
- ESG and Active ETFs Trends, March 24th & 25th Session Recordings
- 2nd Annual Latin America, April 14th & 15th Session Recordings
- 2nd Annual USA, May 19th & 20th Session Recordings
- 2nd Annual Europe & MEA, September 14, 15th & 16th Session Recordings
- 2nd Annual Asia Pacific, November 2nd & 3rd Session Recordings
If you are interested in sponsoring, supporting or speaking at our upcoming events in 2021 or 2022 or have any questions, please contact Margareta Hricova at margareta.hricova@etfgi.com and Deborah Fuhr at deborah.fuhr@etfgi.com.
Follow us on Linkedin and Twitter for updates about the event.
*Please note that all times listed are Eastern Time Zone.
Wednesday, December 1st, 2021
9:00am – 9:10am Welcoming Remarks
Margareta Hricova, Managing Director, ETFGI
9:10am – 9:40am Trends in the ETFs Industry
Deborah Fuhr, Managing Partner, Founder, ETFGI
9:40am – 10:20am Regulatory Issues Impacting ETF Trading and Market Structure
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Matthew Goddard, Managing Director, Head of Canadian ETFs and Futures, Head of Data Cognition Team, BMO Capital Markets
Rob Marrocco, Senior Director, Listings, CBOE
Alex Perel, Head of ETF Services , Scotiabank
10:20am – 10:45am Fireside Chat
- Announced acquisition of NEO by CBOE
- The 5 year plan
- The product and trading landscape in Canada
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jos Schmitt, President & CEO, Neo Exchange
10:45am – 11:25am ETF Trading and Implementation Best Practices
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Roger Chandhok, Director, Equity Derivatives, National Bank Financial
Camilo Gil, Managing Director, CIBC Capital Markets
Naseem Husain, Vice President, Exchange Traded Funds, Mackenzie Investments
11:25am – 12:05pm Impact of Regulations on Investor Choice
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Raymond Chan, Director, Investment Funds and Structured Products, Ontario Securities Commission
Carol E. Derk, Partner, Borden Ladner Gervais
Margaret Gunawan, MD, Head of Canada Legal & Compliance, BlackRock
12.05 - 12.20 Networking Break
12:20pm – 1:00pm Regulatory Trends Impacting ETFs in the US
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Stacy Fuller, Partner, K&L Gates LLP
Peter Shea, Partner, K&L Gates LLP
1:00pm – 1:35pm The Future of Distribution
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jason McIntyre, Vice President, Wealth, TD Asset Management
1:35pm – 2:20pm Current Landscape and Outlook for Digital Assets & Crypto ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Brian Keogh, Senior Principal, Business Development, Gemini
Andrew Kiguel, Co-Founder Chief Executive Officer, Tokens.com
Fred Pye, Chairman & CEO, 3iQ Digital Asset Management
2:20pm – 3:00pm Trends in the Use of Fixed Income ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Steven Leong, Director, Head of iShares Canada Product & Markets, BlackRock
Mary Jane Young, Head of ETF Trading, Director, TD Securities
Thursday, December 2nd, 2021
9:00am – 9:10am Welcoming Remarks
Margareta Hricova, Managing Director, ETFGI
9:10am – 9:30am Macro Investment Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Michael Craig, Managing Director Head of Asset Allocation & Derivatives, TD Asset Management
9:35am – 10:05am A Look into the Canadian ETF Industry – Trends and Industry Insights
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Raj Lala, President & CEO, Evolve ETFs
Ronald C. Landry, Head of Product and Canadian ETF Services, CIBC Mellon
10:05am – 10:30am Fiduciary Implications of ESG
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Mark Webster, Director of ETF Sales, BMO Global Asset Management
10:30am – 11:10am How Investors are Implementing ESG into their Portfolios
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Darim Abdullah, Vice President, ETF Strategist, Invesco
Rick Redding, CEO, Index Industry Association
11:10am – 11:50am ETF Due Diligence
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Lisa Langley, CEO and Founder, Emerge Canada Inc.
Prerna Mathews, Vice President, ETF Product & Strategy, Mackenzie Investments
Daniel Stanley, Director, BMO Global Asset Management
11.50 - 12.10 Networking Break
12:10pm – 12:50pm How are Institutions and Financial Advisors Using ETFs?
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Bobby Eng, Senior Vice President, Head of Platform and Institutional ETF Distribution, Franklin Templeton
James Gauthier, Chief Investment Officer, Justwealth Finance
Stephen Lingard, Senior Portfolio Manager, Multi-Asset Research Head, CI Global Asset Management
Greg Walker, Director, ETF Capital Markets & Strategic Partnerships, BMO Global Asset Management
12:50pm – 1:15pm Fireside Chat - Living with Rising Rates and Inflation
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Scott Peng, CIO, Advocate Capital Management
1:15pm – 1:55pm Women in ETFs panel: Managing Your Career
Moderator: Pat Dunwoody, Executive Director, Canadian ETF Association
Tracy Chenier, Managing Director, Product Development & Management, CIBC Asset Management
Katie Gouinlock, Assistant Portfolio Manager, Vanguard
Michelle Tran, President, TMX Datalinx, TMX Group
1:55pm – 2:35pm ETFs Industry Outlook for 2022 and Beyond
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Michael Cooke, Senior Vice President, Head of Exchange Traded Funds, Mackenzie Investments
Duane Green, CEO & President, Franklin Templeton Canada