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Wednesday, November 27th from 8.45am - 4.45pm EST including a special Bell Ringing Ceremony by TMX
BLG’s office, Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3, Canada
CPD Credits: Earn educational credits.
Agenda
8.45am - 9.20am Registration & Networking Coffee
9.20am – 9.40am Bell Ringing Ceremony Please join us to celebrate opening the market by ringing the bell with TMX Group
10.00am - 10.10am Welcome Remarks Deborah Fuhr, Managing Partner, Founder, ETFGI
10.10am – 10.50am Update on the Canadian ETF Market Landscape Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Helen Hayes, Managing Director, Head of iShares Canada, BlackRock Ronald Landry, Head of Product and Canadian ETF Services, CIBC Mellon Graham MacKenzie, Managing Director, Exchange Traded Products, TMX Group
10.50am – 11.20am Macro Update Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Sarah Ying, Executive Director, Head of FX Strategy, FICC Strategy, CIBC Capital Markets
11.20am – 12pm How Regulations are Impacting ETFs and Investors Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Raymond Chan, Director of the Investment Funds and Structured Products Branch (IFSP), Ontario Securities Commission Kathryn M. Fuller, Partner, Borden Ladner Gervais LLP Grace Pereira, Partner, Borden Ladner Gervais LLP Alex Perel, Managing Director & Head of ETF Services, Scotiabank
12pm – 12.40pm Using ETFs as Indicators of Investor Sentiment Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Daniela Fajardo, Associate Director, ETF Services, Scotiabank Global Banking and Markets Kevin Prins, Managing Director, Head of Distribution, ETFs and Digital Distribution, BMO Global Asset Management Daniel Straus, Managing Director - ETF Research and Strategy, National Bank Financial
12.40pm – 1.40pm Networking Lunch
1.40pm – 2.20pm Trends in Thematic and ESG Investing Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Jean-François Girard, Manager, Investment Fund Development and Management, Desjardins Steven A. Schoenfeld, Chief Executive Officer, MarketVector Indexes GmbH
2.20pm – 3pm Understanding Market Trends and User Behavior in ETFs Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Roger Chandhok, Director, ETF Sales & Trading, National Bank Financial Markets Chris McHaney, Executive Vice President, Head of Investment Management and Strategy, Global X Investments Canada Inc. Casey Yang, Vice President, ETF Sales & Strategy, TD Securities
3pm - 3.30pm Networking Coffee Break
3.30pm – 4.10pm ETF Industry Outlook – Future Trends Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Sal D’Angelo, Head of Portfolio Review Department, Vanguard Americas, Vanguard Canada Steve Hawkins, Chief Executive Officer, LongPoint Asset Management Inc. Som Seif, Founder and CEO, Purpose Investments Joacim Wiklander, President & CEO of Cboe Canada; Global Head of Listings, Cboe Canada
4.10pm – 4.40pm Trends in the ETF Industry - ETFGI Research Deborah Fuhr, Managing Partner, Founder, ETFGI
4.40pm - 4.45pm Closing Remarks
We invite you to visit the Snaptique photo booth from 12:40 PM - 3:40 PM in the exhibit area and capture fun memories to celebrate the 6th Annual ETFGI Global ETFs Insights Summit. Snaptique is the go-to photo booth rental in Toronto. They are experts that have been offering experiential social photo booth experiences at events that are fun and flexible since 2014.
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