TMX

EVENT DETAILS

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Time Agenda Speaker & Title
12:45 PM Registration and Networking  
1:00 PM ESG Panel | Evolution of ESG Indices

Trevor David, Director, Sustainalytics
Joseph Nelesen, Senior Director, Index Investment Strategy, S&P Dow Jones Indices
Paul Riccardella Executive Director, Head of Americas Wealth Indexed Investment Coverage, MSCI 

Moderator: Laura Tase, Director, Institutional & Advisory, BMO ETFs

1:45 PM Trading Panel | Market Maker Perspective - How can Institutional Investors optimize liquidity and trade effectively?

Camilo Gil, Managing Director, CIBC Capital Markets
Elmer Atagu, Director, RBC Capital Markets
Kevin Law, Head of Canadian ETF Trading, Virtu Financial

Moderator: Alex Perel,  CFA, Head of ETF Services, Scotiabank

2:25 PM Coffee Break & Networking  
2:40 PM Analyst Panel | Canadian ETF Trends from an Institutional Perspective

Jin Li, Director, ETF & Quantitative Analyst, BMO Capital Markets
Andres Rincon, CMT, Director, Head of ETF Sales & Strategy, TD Securities Inc.
Daniel Straus, PhD, M.Fin., Director, ETFs & Financial Products Research, National Bank Financial

Moderator: Pat Dunwoody, Executive Director, CETFA

3:25 PM Disruptive trends and where opportunities will be down the road

Mark Maybank, Managing Partner, Maverix Private Equity 

Moderator: Helen Hayes, Head iShares Canada, BlackRock

4:00 PM Investor Perspective - Building portfolios with ETFs

Tyler Mordy CFA, CEO & CIO, Forstrong Global

Moderator: Graham MacKenzie, Head of Exchange Traded Products, TMX Group

4:35 PM - 6:00 PM Networking Cocktail Party