Register to join the discussions at our virtual ETFGI Global ETFs Insights Summit. 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.
Last year's Conference Brochure
If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.
Free registration and CPD educational credits are offered to buy side institutional investors, financial advisors, and RIAs.
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.
Last year's Conference Brochure
If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.
Free registration and CPD educational credits are offered to buy side institutional investors, financial advisors, and RIAs.
DATE & TIME
Dec 1 & 2
12:30 – 17:30 EST
12:30 – 17:30 EST
LOCATION
Virtual Event
Can't Attend?
No problem!
Register anyway and you'll receive recordings of all the sessions.
Register anyway and you'll receive recordings of all the sessions.
EVENT FEATURES
• Visit virtual exhibition booths
• Watch product demos
• Arrange one-on-one chats
• Make new connections
• Network with the industry
• Watch product demos
• Arrange one-on-one chats
• Make new connections
• Network with the industry
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
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
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
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
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
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
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
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
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
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
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
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
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
UPCOMING EVENTS
PAST EVENTS
Contact Us
Launched in 2012 by Deborah Fuhr, ETFGI has become the dominant independent research and consulting provider providing insights on the entire global industry of ETFs and ETPs listed globally as well as the service providers.
Our range of research and subscription services include annual reviews of institutions that use ETFs and ETPs, an annual analysis of active ETFs and smart beta ETFs. We are the only company to provide a monthly report of every region in the world where ETFs / ETPs are listed.
See more: www.etfgi.com
Our range of research and subscription services include annual reviews of institutions that use ETFs and ETPs, an annual analysis of active ETFs and smart beta ETFs. We are the only company to provide a monthly report of every region in the world where ETFs / ETPs are listed.
See more: www.etfgi.com
Deborah Fuhr is the founder of ETFGI, an independent research events and consultancy firm which offers paid for subscription research services on trends in the global ETF ecosystem. Previously she was the global head of ETF research and implementation strategy and managing director at BlackRock/BGI, managing director and head of the investment strategy team at Morgan Stanley and an associate at Greenwich Associates. She is a Fellow of CFA UK, the recipient of 100 Women in Finance’s 2017 European Industry Leadership Award, the 2014 William F. Sharpe Lifetime Achievement Award for outstanding and lasting contributions to the field of index investing and the ETF.com 2018 lifetime achievement award. She is a founder, board member and co-president of Women in ETFs EMEA and a founder and board member of Women in ETFs inc.
Deborah Fuhr is the co-founder of ETF TV, a new show which provides insights into the use, trading, regulatory and product development trends for exchange traded funds ETFs and exchange traded products ETPs. Go to www.ETFtv.net to watch the latest episodes and contact us if you are interested in sponsoring a mini segment or a full episode.
Join us on December 1 & 2!