Venue
Virtual Event

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Event Date Wed Dec 1 EST - Thu Dec 2 EST (about 3 years ago)
Location Virtual Event
Region Americas
Details

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 live video and audio of the keynote and panel discussions with audience Q&A, visit virtual event booths where you can meet and speak with our sponsors, attend virtual happy hours, virtual networking sessions, and receive physical promotional items from our sponsors for qualified buy side investors.

Event Features:

• Visit virtual exhibition booths
• Watch product demos
• Arrange one-on-one chats
• Make new connections
• Network with the industry

Speakers

2021 Speakers

Rochelle “Shelly” Antoniewicz, PhD
Senior Director of Industry and Financial Analysis, Investment Company Institute

Elmer Atagu
Director, ETF Trading, CIBC Capital Markets

Kathleen Bock
Principal and Head of the Americas Region, Vanguard

Georgia Bullitt
Partner, Willkie Farr & Gallagher LLP

Raymond Chan
Director, Investment Funds, Structured Products, Ontario Securities Commission

Prerna Chandak
VP, ETF Product & Strategy, Mackenzie Investments

Roger Chandhok
Director, Global Equity Derivatives, ETF Sales & Trading, National Bank Financial

Pat Chiefalo
Managing Director, Head of iShares Canada, BlackRock

Michael Cooke
SVP, Head of Exchange Traded Funds, Mackenzie Investments

Michael Craig
Managing Director Head of Asset Allocation & Derivatives, TD Asset Management

Jaclyn Daitchman
Vice President, ESG Client Coverage, MSCI Inc.

Carol E. Derk
Partner, Borden Ladner Gervais LLP

Todd Evans,
naging Director, Investment Industry Association of Canada

Linda French
Associate Chief Counsel, ICI Global

Deborah Fuhr
Founder, Managing Director, ETFGI

Yann Furic, CFA
Senior Portfolio Manager, Asset Allocation & Alternative Strategies, Financière des Professionnels

Kevin Gopaul
President, Exchange Traded Funds, BMO Global Asset Management

Michael Greenberg
VP, Portfolio Manager, Franklin Templeton Investment Solutions

Katie Gouinlock
Head of Canada ETF Capital Markets, Vanguard Canada

Margaret Gunawan
Managing Director, General Counsel & Chief Compliance Officer, BlackRock

Mary Hagerman M.Sc.,FCSI,CIM,Pl.Fin.
Portfolio Manager, Investment Advisor, Groupe Mary Hagerman de Raymond James

John Jacobs
Executive Director, Center for Financial Markets and Policy, McDonough School of Business, Georgetown University

Tara Kennedy
VP, Trading, Wealthsimple

Dan Kessous
CEO, Nasdaq Canada

Ronald Landry
Head of Product and Canadian ETF Services, CIBC Mellon

Kevin Law
ETF Trader, Virtu Financial, Canada

Alfred Lee
Director, Portfolio Manager, Investment Strategist, BMO Global Asset Management

Jin Li
Vice President, ETF & Quantitative Research Analyst, BMO Capital Markets

Graham Mackenzie
Head, Exchange Traded Products, TMX Group

Christian Medeiros,
FA, Associate Portfolio Manager, TD Asset Management

Joseph Micallef
FCPA, FCA, Partner, Tax – National Tax Leader Financial Services & Asset Management Industry, KPMG

Mona Naqvi
Head of ESG Index Strategy, North America, S&P Dow Jones Indices

Jonathan Needham
Vice President, ETF Distribution, TD Asset Management

Grace Pereira
Senior Counsel, Borden Ladner Gervais

Alex Perel
Head of ETF Services, Scotiabank Global Banking & Markets

Rick Redding
CEO, Index Industry Association

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

Erik Sloane
Chief Revenue Officer, NEO Exchange

Alex Taylor
Vice President, Surveillance, IIROC

Fred Wang
Associate Portfolio Manager, Portfolio Solutions, Mackenzie Investments

Sponsors & Partners

2021 Sponsors and Partners

SPONSORS:
• BMO Global Asset Management
• CIBC Mellon
• TD Asset Management
• State

MEDIA PARTNERS:
• Advisor Analyst.com
• Asifma
• Benefits and Pensions Monitor
• Canadian Association of Alternative Strategies & Assets
• CAIA Association
• CETFA
• ETF TV.net
• exchangetradedfunds.com
• Financial Advisor
• Center for Financial Markets and Policy
• Irish Funds
• Jobs in ETFs
• Saccy Investor
• Wealth Professional Canada
• Women in ETFs