$0 – $149

ETFGI Global ETFs Insights Summit Canada

Actions and Detail Panel

$0 – $149

Event Information

Location

Location

Online Event

Refund Policy

Refund Policy

Refunds up to 30 days before event

Event description
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About this Event

ETFGI Global ETFs Insights Summit Canada

SPEAKERS INCLUDE:

  • 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, Managing 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, CFA, 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

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

13:55-14:35 ETF Trading and 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

TUESDAY, DECEMBER 1

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

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

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

16:30-17:00 Exhibit Hall & Networking Open Discussions

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

Frequently Asked Questions

What is the registration cancellation policy?

Cancellations received by October 30, 2020 are subject to a $150 USD administrative fee. Notice of cancellation must be received in writing. After October 30, 2020, 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 "buyside" for a complimentary pass?

Buyside complimentary passes are provided for members of the buyside 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.

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Location

Online Event

Refund Policy

Refunds up to 30 days before event

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