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Best Execution and Trading Summit - Canada

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Event description
Examination of Issues Impacting Best Execution and Trading in the areas of Equities, Fixed-Income, ETFs, Options and Derivatives

About this Event

Capital Markets Strategies' second annual Canada Best Execution and Trading Summit will once again offer an opportunity for a substantive and in-depth discussion of the regulatory, business, and technological developments in the markets impacting best execution and trading for the buyside, and will bring together leaders from across the industry including investment advisers, asset managers, asset owners, broker-dealers, exchanges, service providers, vendors, regulators, and other market participants. This year’s conference will examine issues across equities, fixed income, ETFs, options and derivatives.

PLEASE NOTE: Complimentary passes will be provided to individuals at firms on the buyside, i.e., institutional investors, investment advisers, asset managers, pension funds, hedge funds, endowments, and foundations. If you are interested in a complimentary pass, please send an e-mail with your name, firm, title, e-mail address and mailing address to conferences@capmktstrategies.com. Please see further information and details below.

Agenda

September 14, 2020

2:00pm-5:00pm Virtual Exhibit Hall Open and Attend Sponsor Presentations

September 15, 2020

PLEASE NOTE: Virtual Exhibit Hall Open throughout Conference

12:30pm-1:00pm Keynote Address

Speaker to be Announced

1:00pm-1:45pm Impact of Regulatory Developments on Best Execution and Trading

• Update on key regulatory proposals and changes affecting best execution and trading

• How the markets have functioned during the COVID-19 pandemic

• How investment advisers are adapting to keep pace with changes and ensure compliance with regulations

1:45pm-2:30pm A New Way of Looking at Best Execution in the Equities Markets - Advancements in Execution Tools and Services

• Examination of new trade execution tools and services to assist investment advisers

• Advancements in the use of AI and machine learning in trading

• How to best use algorithms and other technology-driven trading tools

2:30pm-3:00pm “Fireside Chat”

Discussion with OSC and IIROC on Regulatory Developments Impacting Trading and Best Execution

3:00pm-3:45pm Developments in ETF Trading and Market Structure – Specific Issues to Consider for Investment Advisers

• Innovations in trading platforms and trading tools

• How to trade ETFs more efficiently

• Evaluating the ETF trade and metrics for gauging liquidity

3:45pm-5:30pm Time to Explore Virtual Exhibit Hall and Attend Sponsor Presentations

September 16, 2020

PLEASE NOTE: Virtual Exhibit Hall Open throughout Conference

12:30pm-1:00pm Keynote Address

Speaker to be Announced

1:00pm-1:45pm Managing Data Around Order Routing and Execution – An Examination of Developments in Transaction Cost Analysis (TCA)

• Challenges to measuring and analyzing execution quality and trading performance

• Tools and services available for the buyside to more easily analyze and consume trading data

• Impact of recent transparency initiatives

1:45pm-2:30pm Trading and Best Execution in the Fixed Income, Options and Derivatives Markets

• Specific issues to consider when trading fixed-income, options and derivatives

• How the markets have functioned during the COVID-19 pandemic

• Challenges to measuring and analyzing execution quality and trading performance

2:30pm-3:00pm “Fireside Chat”

Unbundling and the Provision of Research – Impact on Investment Advisers

3:00pm-3:45pm Outsourcing of Trading Functions – Benefits and Considerations for Investment Advisers

• Issues to consider when outsourcing trading functions

• How to select a firm through which to outsource trading

• Discussion of best execution responsibilities when outsourcing

3:45pm-5:30pm Time to Explore Virtual Exhibit Hall and Attend Sponsor Presentations

Registration and further information about the Best Execution and Trading Summit also can be found at www.capmktstrategies.com or by contacting Ari Burstein, President, Capital Markets Strategies by e-mail at ari.burstein@capmktstrategies.com.

Frequently Asked Questions

What is a buyside complimentary pass and who is eligible?

Subject to approval by the conference organizer, complimentary passes will be provided to individuals at firms on the "buyside" (e.g., institutional investors, investment advisers, asset managers, pension funds, hedge funds, endowments, and foundations). Complimentary passes are allocated at the full discretion of the conference organizer. If you are interested in a buyside complimentary pass, please send an e-mail with your name, firm, title, e-mail address and mailing address to conferences@capmktstrategies.com.

Will the conference offer the opportunity to obtain Continuing Education and Continuing Professional Development credits?

Yes, the conference will offer the opportunity for Continuing Education and Continuing Professional Development credits. Details on the specific programs will be announced shortly.

Does the conference offer sponsorship and speaking opportunities?

Yes, for information regarding sponsorships or speaking opportunities, please contact Ari Burstein at ari.burstein@capmktstrategies.com

What is the policy regarding registration cancellations?

No registration fees will be refunded. If you are unable to attend the event, substitutions can be made, subject to conference organizer approval.

Is the conference open to the media?

Yes, the conference is open to the media.

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