Watch the recordings from our 4th annual ETFGI Global ETFs Insights Summit - Canada, Nov 30 - Dec 1, 2022

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Disclaimer: This event was held under the Chatham House Rule, participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed

 

1. How Investors are Implementing ESG into their Portfolios 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 

Darim Abdullah, CFA, MBA, Vice President, ETF Strategist, Invesco 

Andres Rincon, Head of ETF Sales and Strategy, TD Securities

 

2. How Regulations are Impacting Market Structure and ETF Trading

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Rizwan Awan, President Equity Trading and Head of TMX Markets Products & Services, TMX Group

Kevin Gopaul, Global Head of ETFs, BMO Exchange Traded Funds

Patrick McEntyre, Managing Director, Electronic Trading & Services, National Bank Financial

Erik Sloane, Chief Revenue Officer, NEO Group

 

3. Global Macro Outlook

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Bilal Hasanjee, CFA, MBA, MScFinance, Senior Investment Strategist, Vanguard Investments Canada Inc.

 

4. What You Need to Know About Covered Call ETFs

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Trevor Cummings, CIMA, Vice President, ETF Distribution, TD Asset Management Inc.

 

5. How Regulatory Changes are Impacting ETFs in Canada

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Shalomi Abraham, Senior Vice President, Head of Legal - Canada, Invesco Canada Ltd.

Raymond Chan, Director of the Investment Funds and Structured Products Branch (IFSP), Ontario Securities Commission

Roma Lotay, Partner, Borden Ladner Gervais LLP

 

6. Tax Update for Investors in Canada

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Joseph Micallef, FCPA, FCA, Partner, Tax – National Tax Leader Financial Services & Asset Management, KPMG

Grace Pereira, Partner, Borden Ladner Gervais LLP

 

7. ETF Trading Trends

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Alex Perel, CFA, Head of ETF Services, Scotiabank

Kevin Law, Head of Canadian ETF Trading, Virtu ITG Canada Corp.


8. Women in ETFs – Managing Career Transitions

Moderator: Pat Dunwoody, Executive Director, Canadian ETF Association

Tammy Cash, Head of Marketing, Americas, Vanguard, Vanguard Investments Canada Inc.

Divya Steinwall, Wine Consultant, La Barrique Wine Consulting

Heather E. Wahl, Chief Compliance Officer, AGF Investments LLC & AGF Investments America

 

9. Trends in the ETF industry ETFGI Research

Deborah Fuhr, Managing Partner, Founder, ETFGI

 

10. How Are Institutions and Financial Advisors Using ETFs

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Roger Chandhok, Director, Global Equity Derivatives, ETF Sales & Trading, National Bank Financial Markets

Megan France, Director, ETF Business Development, CIBC Capital Markets

Greg Walker, Director, ETF Capital Markets & Strategic Partnerships, BMO Exchange Traded Funds

 

11. Update on the Canadian ETF Market Landscape

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Raj Lala, CEO, Evolve ETFs

Ronald Landry, Head of Product and Canadian ETF Services, CIBC Mellon

Daniel Straus, Ph.D., M.Fin., Director of ETF Research, National Bank of Canada Financial Markets

 

12. Future Trends - ETF Industry Outlook

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Mario Cianfarani, Head of National Accounts and Institutional SalesVanguard Investments Canada Inc.

Mark Noble, Executive Vice President, ETF Strategy, Horizons ETFs (Canada) Inc.

Som Seif, CEO, Purpose Unlimited

 

13. Advantage of Transparency and Advocacy (ESG)

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Danna Broadworth, CFA, Responsible Investment Client Strategy Manager, BMO Global Asset Management

Laura Tase, Director BMO ETFs, BMO Exchange Traded Funds

 

15. The Gender Gap in Wealth Management

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Narinder Dhami, Executive Lead and Co-Founder, New Power Labs

Lisa Langley, CEO, Emerge Canada

 

15. Now is the Time for Fixed Income ETFs

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Sandy Liang, Head of Fixed Income, Purpose Investments

Daniel Stanley, Director, BMO Exchange Traded Funds

Mary Jane Young, Director, Head of ETF Trading, TD Securities

 

16. Trade Ideas for Income and Equities: Ideas for a Recession or Recovery

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Carlos Da Costa Frias, Head - Product Development, Desjardins

Daniela Fajardo Garcia, Associate, ETF Services, Scotiabank

Hussein Rashid, Director, ETF Institutional Sales, TD Securities