3rd 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.

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:

Past 2021 events include:

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 and 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 – 9:35am 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 

 

11:50am – 12:10pm 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