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Last year's Conference Brochure

Last year's agenda:

MONDAY, NOVEMBER 30

12:00-13:00 Registration, Exhibit Hall & Networking

13:00-13:15 Welcome and Introduction to ETF Landscape in Canada

Deborah Fuhr, Managing Partner, Founder, ETFGI

13:15-13:55 An Appraisal of Market Structure on ETFs and ETF Trading

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

• Rochelle Antoniewicz, Senior Director, Industry and Financial Analysis, Investment Company Institute
• Todd Evans, Managing Director, Investment Industry Association of Canada
• Dan Kessous, CEO, Nasdaq Canada
• Kevin Law, ETF Trader, Virtu Financial, Canada
• Alex Taylor, Vice President, Surveillance, IIROC

13:55-14:35 ETF Trading and Trade Implementation

Moderator: Graham MacKenzie, Head, Exchange Traded Products, TMX Group

• Roger Chandhok, Director, Equity Derivatives, National Bank Financial
• Katie Gouinlock, Head of Canada ETF Capital Markets, Vanguard Canada
• Tara Kennedy, VP, Trading, Wealthsimple
• Andres Rincon, CMT, Director, Head of ETF Sales & Strategy, TD Securities Inc

14:50-15:25 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
• Grace Pereira, Senior Counsel, Borden Ladner Gervais

15:25-15:55 Update on Regulatory Trends in the US ETF Industry

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP

15:55-16:25 Trends in the Use of Fixed Income ETFs

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

• Elmer Atagu, Director, ETF Trading, CIBC Capital Markets
• Alfred Lee, Director, Portfolio Manager, Investment Strategist, BMO Global Asset Management
• Alex Perel, Head of ETF Services, Scotiabank Global Banking & Markets

​16:25-17:05 What Are the Future Trends That Will Impact Investor and ETFs?

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

• Kathleen Bock, Principal and Head of the Americas Region, Vanguard
• Pat Chiefalo, Managing Director, Head of iShares Canada, BlackRock
• Michael Cooke, SVP, Head of Exchange Traded Funds, Mackenzie Investments
• Kevin Gopaul, President, Exchange Traded Funds, BMO Global Asset Management
• Ronald Landry, Head of Product and Canadian ETF Services, CIBC Mellon
• Jonathan Needham, Vice President, ETF Distribution, TD Asset Management

17:05-17:10 Closing Remarks

Deborah Fuhr, Managing Partner, Founder, ETFGI

17:10-17:40 Exhibit Hall & Networking Open Discussions

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TUESDAY, DECEMBER 1

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13:00-13:30 Registration, Exhibit Hall & Networking

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13:30-13:35 Welcoming Remarks

Deborah Fuhr, Managing Partner, Founder, ETFGI

13:35-14:00 Macro Investment Outlook

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

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

14:00-14:25 Fireside Chat – Regulatory Trends in ESG and Sustainable Investing

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

• Linda French, Associate Chief Counsel, ICI Global
• Rick Redding, CEO, Index Industry Association

14:25- 15:05 How Investors Are Implementing ESG Into Their Portfolios

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

• Jaclyn Daitchman, Vice President, ESG Client Coverage, MSCI Inc.
• Mary Hagerman M.Sc.,FCSI,CIM,Pl.Fin., Portfolio Manager, Investment Advisor, Groupe Mary Hagerman de Raymond James
• Mona Naqvi, Head of ESG Index Strategy, North America, S&P Dow Jones Indices

15:15-15:55 ETF Due Diligence

Moderator: Erik Sloane, Chief Revenue Officer, NEO

• Prerna Chandak, VP, ETF Product & Strategy, Mackenzie Investments
• Jin Li, Vice President, ETF & Quantitative Research Analyst, BMO Capital Markets
• Joseph Micallef, FCPA, FCA, Partner, Tax – National Tax Leader Financial Services & Asset Management Industry, KPMG

15:55-16:35 How Are Institutions and Financial Advisors Using ETFs? ​

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

• Yann Furic, CFA, Senior Portfolio Manager, Asset Allocation & Alternative Strategies, Financière des Professionnels
• Michael Greenberg, CFA, CAIA, VP, Portfolio Manager, Franklin Templeton Investment Solutions
• Christian Medeiros, Associate Portfolio Manager, TD Asset Management
• Fred Wang, Associate Portfolio Manager, Portfolio Solutions, Mackenzie Investments

16:35-16:40 Closing Remarks

Deborah Fuhr, Managing Partner, Founder, ETFGI

16:40-17:10 Exhibit Hall & Networking Open Discussions

Frequently Asked Questions

What is the registration cancellation policy?

Cancellations received by November 2, 2021 are subject to a $150 USD administrative fee. Notice of cancellation must be received in writing. After November 2, 2021, no registration fees can be refunded. However, if you are unable to attend, substitutions can be made, subject to conference organizer approval, and the administrative fee will not be applied.

What is the complimentary passes policy?

Complimentary passes are allocated at the full discretion of the conference organizers. Complimentary bookings made online are subject to verification by the conference organizers before confirmation of the complimentary pass. If the conference organizers review an online complimentary pass registration and determine that the company and/or registrant does not fulfill the criteria for the complimentary pass, the complimentary pass can be withdrawn at the full discretion of the conference organizers.

Who qualifies as "buy side" for a complimentary pass?

Buyside complimentary passes are provided for members of the buy side based in Latin America including individuals (e.g., traders, portfolio managers, CIOs, ETF strategists) at asset managers, investment advisers, pension funds, insurance companies, hedge funds, endowments, foundations, fund selectors at family offices, financial advisers and robo-advisers. All buyside complimentary passes are subject to the conference complimentary passes policy, delineated above.

Is the conference open to the media?

Yes, this conference is open to the media.

Does the conference offer sponsorship opportunities?

Yes.  For information regarding sponsorships, please contact Margareta Hricova at margareta.hricova@etfgi.com and Deborah Fuhr at deborah.fuhr@etfgi.com..