Venue
Borden Ladner Gervais
Borden Ladner Gervais, Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3, Canada

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Event Date Wed Nov 29 AST - Thu Nov 30 AST (about 1 year ago)
In your timezone (EST): Tue Nov 28 11:00pm - Wed Nov 29 11:00pm
Location Borden Ladner Gervais
Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3, Canada
Region Americas
Details

The summit is designed to provide the opportunity for IIROC and MFDA advisors, and traders, portfolio managers, CIOs at buyside institutional investor to examine how ETFs are being selected, used and traded. Hear panel discussions on the business, technological, and regulatory developments impacting trading, best execution, ESG, crypto and Client Focused Reforms that are impacting investors. This event will bring together leaders from across the ETF industry, including ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and other market participants.

Speakers

2023 Speakers

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

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

Kevin Gopaul
Previously, President, BMO ETFs

Andrew Kriegler
President and Chief Executive Officer, Canadian Investment Regulatory Organization (CIRO)

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

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

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

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

Markus Otema
Executive Director, Automated Market Making, CIBC Capital Markets

Rachel Siu
Head of Canadian Fixed Income Strategy, BlackRock

Christopher Matta
President (US), 3iQ Digital Asset Management

Som Seif
CEO, Purpose Investments

Dave Shastri
Chief Strategy Officer, Truss Edge

Daniel Straus
Managing Director, ETFs & Financial Products Research, National Bank of Canada Financial Markets

Trevor Cummings, CIMA
Vice President, ETF Distribution, TD Asset Management Inc.

Andres Rincon
Director, Head of ETF Sales & Strategy, TD Securities

Daniela Fajardo
Associate, ETF Services, Scotia Capital Inc.

Daniel Stanley
Director, BMO Global Asset Management

Bonnie Lyn de Bartok
Founder & CEO, The S Factor Co.

Rick Redding
CEO, Index Industry Association

Sponsors & Partners

2023 Sponsors

GOLD SPONSORS:
• CIBC Mellon
• Mackenzie Investments
• iShares

SILVER SPONSORS:
• BLG
• BMO
• Cboe
• Desjardins
• RBC
• State Streets
• TD Asset Management
• Truss Edge

SUPPORTERS:
• AdvisorAnalyst.com
• Benefits and Pension Monitor
• CAIA
• Canadian Association of Alternative Strategies & Assets
• CFA Society Japan
• CISI
• CMT
• ETF.com
• ETFTV.net
• Exchangetradedfunds.com
• Psaros Center for Financial Markets and Policy
• Irish Funds
• Jobs in ETFs
• Mondovisione
• QWAFAFEW
• Savvy Investor
• WE