5th Annual ETFGI Global ETFs Insights Summit - Canada

ETFGI

Borden Ladner Gervais LLP

Thank you for registering for ETFGI Global ETFs Insights Summit Canada. You will recive a confirmation letter sent to your email. 

If you have any questions leading up to the event, feel free to contact Margareta Hricova at margareta.hricova@etfgi.com

<a href="https://www.eventbrite.com/e/5th-annual-etfgi-global-etfs-insights-summit-canada-tickets-546246958357?aff=oddtdtcreator" title="https://www.eventbrite.com/e/5th-annual-etfgi-global-etfs-insights-summit-canada-tickets-546246958357?aff=oddtdtcreator" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Register</a> to join the discussions at our 5th annual ETFGI Global ETFs Insights Summit -Canada on Nov 29th in Toronto and virtual Nov 30 📍Nov 29 - day 1 - In person from 8:15am - 6pm including networking drinks at <a href="https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fblglaw%2F&amp;data=05%7C01%7Caishwarya.shinde%40etfgi.com%7C52f8ea7cf69f4b36473e08dbe50732b5%7Cbc6bbece035444658f345aec66548aca%7C1%7C0%7C638355591304447560%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=0uxvR53VH%2BN4%2FkxfrF316guHRuCnD44SC1pd7ze44SY%3D&amp;reserved=0" title="https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fblglaw%2F&amp;data=05%7C01%7Caishwarya.shinde%40etfgi.com%7C52f8ea7cf69f4b36473e08dbe50732b5%7Cbc6bbece035444658f345aec66548aca%7C1%7C0%7C638355591304447560%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=0uxvR53VH%2BN4%2FkxfrF316guHRuCnD44SC1pd7ze44SY%3D&amp;reserved=0" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Borden Ladner Gervais LLP (BLG)</a>’s office, Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3, Canada📍Nov 30 - day 2 - Virtual panel discussions on our virtual event platform.ETFGI (<a href="https://eur01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.etfgi.com%2F&amp;data=05%7C01%7Cana.jufa%40etfgi.com%7Caaea093de04a43ab94a608da55c9176d%7Cbc6bbece035444658f345aec66548aca%7C1%7C0%7C637916619408571836%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=cdjGhlky2zE8%2Bg6JQzXRG%2BH3CcQn1P86Tui9vinldFk%3D&amp;reserved=0" title="https://eur01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.etfgi.com%2F&amp;data=05%7C01%7Cana.jufa%40etfgi.com%7Caaea093de04a43ab94a608da55c9176d%7Cbc6bbece035444658f345aec66548aca%7C1%7C0%7C637916619408571836%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=cdjGhlky2zE8%2Bg6JQzXRG%2BH3CcQn1P86Tui9vinldFk%3D&amp;reserved=0" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">www.ETFGI.com</a>), a leading independent firm which has for over 10 years offered a database and factsheets for all ETFs and ETPs listed globally, published monthly research reports covering trends in the global ETFs ecosystem, provided consulting services and educational events, is excited to announce the details of our 5th annual ETFGI Global ETFs Insight Summit Canada. The event will be in person in Toronto on November 29th and November 30th will be a virtual day of content. <a href="https://www.eventbrite.com/e/5th-annual-etfgi-global-etfs-insights-summit-canada-tickets-546246958357?aff=oddtdtcreator" title="https://www.eventbrite.com/e/5th-annual-etfgi-global-etfs-insights-summit-canada-tickets-546246958357?aff=oddtdtcreator" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Register now </a>to join us!This event will bring together leaders from across the ETF industry, including ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and other market participants. The summit is designed to provide the opportunity for traders, portfolio managers, and advisors at buyside institutional investor and financial advisors to examine how ETFs are being traded, selected, and used and hear about the most current regulatory, index, product trends: active, bitcoin, crypto, ESG, thematic and trading developments that are impacting investors. If you can't attend on the day, <a href="https://www.eventbrite.com/e/5th-annual-etfgi-global-etfs-insights-summit-canada-tickets-546246958357?aff=oddtdtcreator" title="https://www.eventbrite.com/e/5th-annual-etfgi-global-etfs-insights-summit-canada-tickets-546246958357?aff=oddtdtcreator" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">register</a> anyway and you'll receive recordings of all the sessions. 🎧 All sessions are recorded and you will also receive access to last year's session recording📚 CPD educational credits🆓 Free registration for buy side institutional investors and financial advisors

<h3>Wednesday, Nov 29th - DAY 1 AGENDA</h3><h4>BLG’s office, Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3, Canada (*Please note that all times listed are ET)</h4> 8:15am Registration &amp; Welcome Coffee 8:55am - 9:00am Welcome Remarks 9:00am – 9:30am How Regulations are Impacting Market StructureModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIRizwan Awan, President Equity Trading and Head of TMX Markets, Products &amp; Services, TMX GroupBryan Blake, Vice President and Head of Canadian Equities, Cboe Global MarketsEric Bryce, CFA, Associate Director, ETF &amp; Electronic Trading, National Bank Financial 9:30am - 10:00am Update on the Canadian ETF Market Landscape Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Naseem Husain, Senior Vice President, ETF Strategist, Horizons ETFs Management (Canada) Inc. Elliot Johnson, Chief Investment Officer &amp; Chief Operating Officer, Evolve ETFs Ronald Landry, Head of Product and Canadian ETF Services, CIBC Mellon 10:00am – 10:30am An Update and Outlook from CIRO Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Kevin Gopaul, Previously, President, BMO ETFs Andrew Kriegler, President and Chief Executive Officer, Canadian Investment Regulatory Organization (CIRO) 10:30am – 10:45am Networking Break 10:45am – 11:15am How Regulations are Impacting ETFs and Investors Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 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 11:15am – 11:45am ETF Trading Trends and Trading Tools Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 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 11:45am – 12:15pm How ETFs are Being Used to Drive Alpha Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Valerie Grimba, Director, Global ETF Sales &amp; Strategy, RBC Capital Markets Jing Huang, Managing Director, BMO Capital Markets Prerna Mathews, VP, ETF Product Strategy, Mackenzie Investments 12:15pm – 1pm Networking Lunch 12:30pm - 1pm Women in ETFs: Top 3 Trends in Asset Management, Career and Diversity 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 1pm – 1:30pm Now is the Time for Fixed Income ETFs Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Markus Otema, Executive Director, Automated Market Making, CIBC Capital Markets Rachel Siu, Head of Canadian Fixed Income Strategy, BlackRock 1:30pm – 2pm The Unfolding Story for Crypto - Digital Assets Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Christopher Matta, President (US), 3iQ Digital Asset Management Som Seif, CEO, Purpose Investments 2pm – 2:30pm Trends in Active ETFs Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Dave Shastri, Chief Strategy Officer, Truss Edge Daniel Straus, Managing Director, ETFs &amp; Financial Products Research, National Bank of Canada Financial Markets 2:30pm – 3pm Managing the Great Transition Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Trevor Cummings, CIMA, Vice President, ETF Distribution, TD Asset Management Inc. Andres Rincon, Director, Head of ETF Sales &amp; Strategy, TD Securities 3pm – 3:15pm Networking Break 3:15pm – 3:45pm Institutional Advantages of Using ETFs Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Daniela Fajardo, Associate, ETF Services, Scotia Capital Inc. Daniel Stanley, Director, BMO Global Asset Management 3:45pm – 4:15pm The Evolving Story for ESGModerator: Deborah Fuhr, Managing Partner, Founder, ETFGIBonnie Lyn de Bartok, Founder &amp; CEO, The S Factor Co.Rick Redding, CEO, Index Industry Association 4:15pm – 4:45pm Trends in the ETF Industry - ETFGI Research Deborah Fuhr, Managing Partner, Founder, ETFGI 4:45pm - 6pm Drinks Reception ​<h3>Thursday, Nov 30th - DAY 2 AGENDA</h3>​Virtual(*Please note that all times listed are ET)1:00pm – 4:00pm Replaying Selected Sessions from Day 1

Upcoming 2024 events:<ul><li>5th Annual ETFGI Global ETFs Insights Summit - Latin America 2024</li><li>5th Annual ETFGI Global ETFs Insights Summit - Europe &amp; MEA 2024</li><li>5th Annual ETFGI Global ETFs Insights Summit - United States 2024</li><li>5th Annual ETFGI Global ETFs Insights Summit - Asia Pacific 2024</li><li>6th Annual ETFGI Global ETFs Insights Summit - Canada 2024</li></ul>If you are interested in sponsoring or speaking at any of our upcoming events or have any questions, please contact us <a href="mailto:deborah.fuhr@etfgi.com" title="mailto:deborah.fuhr@etfgi.com" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">deborah.fuhr@etfgi.com</a> and <a href="mailto:margareta.hricova@etfgi.com" title="mailto:margareta.hricova@etfgi.com" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">margareta.hricova@etfgi.com</a>. <h3><a href="https://mcusercontent.com/551a1415abdf7c25dbc1a66fe/files/68f1aca5-93cc-b9fd-1a9f-987bb3ffc947/Brochure_Canada_2022_compressed_1_.pdf" title="https://mcusercontent.com/551a1415abdf7c25dbc1a66fe/files/68f1aca5-93cc-b9fd-1a9f-987bb3ffc947/Brochure_Canada_2022_compressed_1_.pdf" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Last year's Conference Brochure</a></h3>

Frequently Asked QuestionsWhat is the registration cancellation policy?Cancellations received by October 30, 2023 are subject to a $150 USD administrative fee. Notice of cancellation must be received in writing. After October 30, 2023, 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?Complimentary passes are available for buyside institutional investors and financial advisors including (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.

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