Join us at our ETFGI Global ETFs Insights Summit in Toronto on December 2, 2019 at the St. Regis Toronto Hotel.
Free registration is offered to buyside investors and financial advisors. Attendees eligible to receive 6 hours FP Canada-Approved CE
Free registration is offered to buyside investors and financial advisors. Attendees eligible to receive 6 hours FP Canada-Approved CE
Location
December 2, 2019
8:00 AM- 5:00 PM EST
8:00 AM- 5:00 PM EST
Date & Time
Toronto
Keynote Speakers
• Spencer Barnes, MSc, CIM, Associate Vice President, Mutual Funds & ETF Strategy, Raymond James
• Georgia Bullitt, Partner, Willkie Farr & Gallagher
• Raymond Chan, Director, Investment Funds and Structured Products, Ontario Securities Commission
• Prerna Chandak, VP ETF Product & Strategy, Mackenzie Investments
• Roger Chandhok, Director, Global Equity Derivatives, National Bank Financial Group
• Michael Cooke, Senior Vice President, Head of Exchange Traded Funds, Mackenzie Investments
• Carol E. Derk, Lawyer, Borden Ladner Gervais
• Pat Dunwoody, Executive Director, Canadian ETF Association
• Deborah Fuhr, Managing Partner, Founder, ETFGI
• Camilo Gil, Executive Director, CIBC Capital Markets
• Kevin Law, Execution Services Trading, Virtu Financial
• Kevin Gopaul, Global Head Exchange Traded Funds, BMO Global Asset Management
• Katie Gouinlock, Head of Canada ETF Capital Markets, Vanguard Investments Canada
• Michael Greenberg, CFA, CAIA, Vice President, Portfolio Manager, Franklin Templeton Multi-Asset Solutions
• Margaret Gunawan, MD, Head of Canada Legal & Compliance, BlackRock
• Andrea Hallett, CFA, VP & PM, Multi-Asset Strategies Team, Mackenzie Investments
• Steve Hawkins, Chair, CETFA, President & CEO, Horizons ETFs Canada
• Naseem Husain, VP ETF Strategist, Mackenzie Investments
• Scott Johnston, CFA, Head of Portfolio Review Department, Americas, Vanguard Investments Canada
• Ronald C. Landry, Head of Product and Canadian ETF Services, CIBC Mellon
• Lisa Lake Langley, CEO & Founder, Emerge Canada Inc
• Danielle LeClair, Senior Investment Research Analyst, Franklin Templeton Multi-Asset Solutions
• Alfred Lee, CFA, CMT, DMS, Director, Portfolio Manager and Investment Strategist, BMO Global Asset Management
• Jin Li, Vice President, ETF & Quantitative Research Analyst, Equity Research, BMO Capital Markets
• Patrick McEntyre, Managing Director, Electronic Trading & Services, National Bank Financial
• Alex Perel, CFA, Director, Head of ETF Services, Scotiabank Global Banking & Markets
• Kevin Prins, MBA, CFP, FCSI, Managing Director, Head of Distribution for ETFs and Managed Accounts, BMO Global Asset Management
• Jos Schmitt, President & CEO, Executive Director, NEO Exchange
• Amol Sodhi, Vice President & Director, Asset Allocation, TD Asset Management
• Daniel Straus, PhD, M.Fin., Vice President, ETFs & Financial Products Research, National Bank of Canada Financial Markets
• Alex Taylor, Vice President of Equity and Debt Surveillance, IIROC
• Mary Jane Young, Head of ETF Trading, Director, TD Securities
• Georgia Bullitt, Partner, Willkie Farr & Gallagher
• Raymond Chan, Director, Investment Funds and Structured Products, Ontario Securities Commission
• Prerna Chandak, VP ETF Product & Strategy, Mackenzie Investments
• Roger Chandhok, Director, Global Equity Derivatives, National Bank Financial Group
• Michael Cooke, Senior Vice President, Head of Exchange Traded Funds, Mackenzie Investments
• Carol E. Derk, Lawyer, Borden Ladner Gervais
• Pat Dunwoody, Executive Director, Canadian ETF Association
• Deborah Fuhr, Managing Partner, Founder, ETFGI
• Camilo Gil, Executive Director, CIBC Capital Markets
• Kevin Law, Execution Services Trading, Virtu Financial
• Kevin Gopaul, Global Head Exchange Traded Funds, BMO Global Asset Management
• Katie Gouinlock, Head of Canada ETF Capital Markets, Vanguard Investments Canada
• Michael Greenberg, CFA, CAIA, Vice President, Portfolio Manager, Franklin Templeton Multi-Asset Solutions
• Margaret Gunawan, MD, Head of Canada Legal & Compliance, BlackRock
• Andrea Hallett, CFA, VP & PM, Multi-Asset Strategies Team, Mackenzie Investments
• Steve Hawkins, Chair, CETFA, President & CEO, Horizons ETFs Canada
• Naseem Husain, VP ETF Strategist, Mackenzie Investments
• Scott Johnston, CFA, Head of Portfolio Review Department, Americas, Vanguard Investments Canada
• Ronald C. Landry, Head of Product and Canadian ETF Services, CIBC Mellon
• Lisa Lake Langley, CEO & Founder, Emerge Canada Inc
• Danielle LeClair, Senior Investment Research Analyst, Franklin Templeton Multi-Asset Solutions
• Alfred Lee, CFA, CMT, DMS, Director, Portfolio Manager and Investment Strategist, BMO Global Asset Management
• Jin Li, Vice President, ETF & Quantitative Research Analyst, Equity Research, BMO Capital Markets
• Patrick McEntyre, Managing Director, Electronic Trading & Services, National Bank Financial
• Alex Perel, CFA, Director, Head of ETF Services, Scotiabank Global Banking & Markets
• Kevin Prins, MBA, CFP, FCSI, Managing Director, Head of Distribution for ETFs and Managed Accounts, BMO Global Asset Management
• Jos Schmitt, President & CEO, Executive Director, NEO Exchange
• Amol Sodhi, Vice President & Director, Asset Allocation, TD Asset Management
• Daniel Straus, PhD, M.Fin., Vice President, ETFs & Financial Products Research, National Bank of Canada Financial Markets
• Alex Taylor, Vice President of Equity and Debt Surveillance, IIROC
• Mary Jane Young, Head of ETF Trading, Director, TD Securities
Agenda
Dec 2
8:00 - 8:45 AM
8:00 - 8:45 AM
Registration and Breakfast
8:45 - 9:00 AM
Opening Remarks
9:00 - 9:45 aM
An appraisal of Regulatory Issues impacting Trading and Market Structure: Debating the State of Markets and Trading
Best Execution
Best Execution
Moderator: Jos Schmitt, President & CE, Executive Director, NEO Exchange
Kevin Law, Execution Services Trading, Virtu Financial
Patrick McEntyre, Managing Director, Electronic Trading & Services, National Bank Financial
Alex Taylor, Vice President of Equity and Debt Surveillance, IIROC
Kevin Law, Execution Services Trading, Virtu Financial
Patrick McEntyre, Managing Director, Electronic Trading & Services, National Bank Financial
Alex Taylor, Vice President of Equity and Debt Surveillance, IIROC
9:45 - 10:30 aM
Impact of Regulations on Investor Choice
- Do investors need new or revamped ETF classifications
- Meeting regulatory requirements: proficiency, suitability, disclosure
- How are regulations impacting ETFs, indices and investment product development?
Moderator: Pat Dunwoody, Executive Director, Canadian ETF Association
Carol E. Derk, Lawyer, Borden Ladner Gervais
Margaret Gunawan, MD, Head of Canada Legal & Compliance, BlackRock
Lisa Lake Langley, CEO & Founder, Emerge Canada Inc
Raymond Chan, Director, Investment Funds and Structured Products, Ontario Securities Commission
Carol E. Derk, Lawyer, Borden Ladner Gervais
Margaret Gunawan, MD, Head of Canada Legal & Compliance, BlackRock
Lisa Lake Langley, CEO & Founder, Emerge Canada Inc
Raymond Chan, Director, Investment Funds and Structured Products, Ontario Securities Commission
10:30 - 11:00 aM
Refreshment and Networking Break
11:00 - 11:45 aM
ETF Trading and Implementation
- Understanding and evaluating ETF liquidity
- Best execution issues
- Strategies in trading ETFs
Moderator: Roger Chandhok, Director, Global Equity Derivatives, National Bank Financial Group
Camilo Gil, Executive Director, CIBC Capital Markets
Katie Gouinlock, Head of Canada ETF Capital Markets, Vanguard Investments Canada
Naseem Husain, VP ETF Strategist, Mackenzie Investments
Alex Perel, CFA, Director, Head of ETF Services, Scotiabank Global Banking & Markets
Camilo Gil, Executive Director, CIBC Capital Markets
Katie Gouinlock, Head of Canada ETF Capital Markets, Vanguard Investments Canada
Naseem Husain, VP ETF Strategist, Mackenzie Investments
Alex Perel, CFA, Director, Head of ETF Services, Scotiabank Global Banking & Markets
11:45 - 12:00 PM
30th anniversary of ETFs – Retrospective & Perspectives
- Busting the myths that stick to the 5 trillion industry
- Expectations for the next decade, drivers and forces behind further growth
- Understanding 30 years of continuous growth
Deborah Fuhr, Managing Partner, Founder, ETFGI
12:00 - 1:00 PM
Networking Luncheon
Fireside Chat: Discussion on Using and Trading Fixed Income ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Mary Jane Young, Head of ETF Trading, Director, TD Securities
Alfred Lee CFA, CMT, DMS, Director, Portfolio Manager and Investment Strategist, BMO Global Asset Management
Mary Jane Young, Head of ETF Trading, Director, TD Securities
Alfred Lee CFA, CMT, DMS, Director, Portfolio Manager and Investment Strategist, BMO Global Asset Management
1:00 - 1:45 pM
ETF Due Diligence
- How should Institutions and Financial Advisors compare and select ETFs
- Using ETFs for fixed income
- Using ETFs for ESG, Smart Beta, Thematic exposures
Moderator Erik Sloane, Chief Revenue Officer, Neo Exchange
Prerna Chandak, VP ETF Product & Strategy, Mackenzie Investments
Danielle LeClair, Senior Investment Research Analyst, Franklin Templeton Multi-Asset Solutions
Daniel Straus M.Fin., PhD, ETF Research, NBCFM
Prerna Chandak, VP ETF Product & Strategy, Mackenzie Investments
Danielle LeClair, Senior Investment Research Analyst, Franklin Templeton Multi-Asset Solutions
Daniel Straus M.Fin., PhD, ETF Research, NBCFM
1:45 - 2:30 PM
Portfolio Construction
- How are Institutions and Financial Advisors Using ETFs
- How are political and economic trends impacting portfolio construction?
- How and what types of ETFs are being used in portfolios?
- How are model portfolios being constructed?
- Who is using model portfolios?
Moderator: Scott Johnston, CFA, Head of Portfolio Review Department, Americas, Vanguard Investments Canada
Spencer Barnes, MSc, CIM, Associate Vice President, Mutual Funds & ETF Strategy, Raymond James
Michael Greenberg, CFA, CAIA, Vice President, Portfolio Manager, Franklin Templeton Multi-Asset Solutions
Andrea Hallett CFA, VP & PM, Multi-Asset Strategies Team, Mackenzie Investments
Jin Li, Vice President, ETF & Quantitative Research Analyst, BMO Capital Market
Amol Sodhi, Vice President & Director, Asset Allocation, TD Asset Management
Spencer Barnes, MSc, CIM, Associate Vice President, Mutual Funds & ETF Strategy, Raymond James
Michael Greenberg, CFA, CAIA, Vice President, Portfolio Manager, Franklin Templeton Multi-Asset Solutions
Andrea Hallett CFA, VP & PM, Multi-Asset Strategies Team, Mackenzie Investments
Jin Li, Vice President, ETF & Quantitative Research Analyst, BMO Capital Market
Amol Sodhi, Vice President & Director, Asset Allocation, TD Asset Management
2:30 - 3:00 PM
Fireside chat: ETF Rule and Periodically disclosed ETFs (Non-transparent Active ETFs)
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Georgia Bullitt, Partner, Asset Management Group, Willkie Farr & Gallagher LLP
Georgia Bullitt, Partner, Asset Management Group, Willkie Farr & Gallagher LLP
3:00 - 4:00 Pm
Refreshment and Sponsor Workshops
Breaking into smaller groups at tables hosted by sponsors, participants will have the opportunity to discuss with their peers topics of importance and interest raised earlier in the day relating to ETFs, as well as raise any questions with, and obtain guidance from, outside experts. The seating will rotate after 30 minutes.
4:00 - 4:45 pm
What are the Future Trends that Will Impact Investor and ETFs
- How and where are we likely to see Crypto ETFs and who will use them
- Can Robo advisors and digital platforms be profitable
- Millennials and women investors impact on products and advisors
Moderator Deborah Fuhr, Managing Partner, Founder ETFGI
Michael Cooke, Senior Vice President, Head of Exchange Traded Funds, Mackenzie Investments
Kevin Prins, MBA,CFP,FCSI, Managing Director, Head of Distribution for ETFs and Managed Accounts, BMO Global Asset Management
Steve Hawkins, Chair, CETFA, President & CEO, Horizons ETFs Canada
Ronald C. Landry, Head of Product and Canadian ETF Services, CIBC Mellon
Michael Cooke, Senior Vice President, Head of Exchange Traded Funds, Mackenzie Investments
Kevin Prins, MBA,CFP,FCSI, Managing Director, Head of Distribution for ETFs and Managed Accounts, BMO Global Asset Management
Steve Hawkins, Chair, CETFA, President & CEO, Horizons ETFs Canada
Ronald C. Landry, Head of Product and Canadian ETF Services, CIBC Mellon
4:45 - 5:00 PM
Closing Remarks
THANK YOU TO OUR SPONSORS AND MEDIA PARTNERS!
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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.