| 9:30-10:00am |
Examining the Impact of Regulatory Developments on Trading and Best Execution
- Analysis of and update on the most significant policy and regulatory changes in Canada impacting institutional investors relating to trading and market structure
- How institutional investors are adapting to keep pace with changes and ensure compliance with regulations
Cindy Petlock, Moderator
Chief Legal Officer
TradeLogiq Markets
Doug Clark
Managing Director
TMX Group
Patrick McEntyre
Managing Director
National Bank Financial
Devi Shanmugham
Global Head of Compliance
Tradeweb
|
| 10:00-10:30am |
The Rise of Retail Part II – A Relook at the Role of Retail Investing
- Examination of the change in the role of retail investing over the past year
- Providing better access for retail to private markets
- Examination of how market participants are adjusting to the differing trading and investment strategies of investors
Ari Burstein, Moderator
Founder, Trading Evolved
General Counsel and Chief Policy Officer, Imperative Execution
Jeff Foster
Vice President, Sales and Success
Alpaca Markets
Jeff Varey
Vice President, Wealth Management Equity Markets
RBC Dominion Securities
|
| 10:30-10:55am |
Fireside Chat – Baseball and the Use of Analytics, Statistics and Technology – Current State of Play and Comparisons to Advancements in Trading and TCA
Joe Sheehan
Assistant General Manager
Toronto Blue
JaysJoe Sheehan will discuss the development and use of advanced analytics metrics and statistics by baseball operations staff in analyzing current and potential future players, and the comparison to the advancements in the use of data and algorithms in trading. |
| 10:55-11:10am |
Networking/Refreshment Break |
| 11:10-11:35am |
Current State of Play in Equities Trading (and Where Do We Go from Here?)
- How institutional investors are trading equities
- How the buyside can utilize the changing market structure to their advantage
- Examination of desired improvements in trading
Ari Burstein, Moderator
Founder, Trading Evolved
General Counsel and Chief Policy Officer, Imperative Execution
Laura Garzon
Director, Algorithmic Sales Coverage
CIBC Capital Markets
Sean Hoover
Chief Operating Officer
PureStream Trading Technologies
Dan Kessous
CEO
Nasdaq CXC |
| 11:35-12:00pm |
Advancements in Technology and Execution Tools in the Equities Markets – Are Changes Actually Having a Beneficial Impact for Investors
- Examination of new trade execution tools and services to assist institutional investors
- Advancements in the use of algorithms and other technology-driven trading tools such as AI and machine learning in trading
Peter Haynes, Moderator
Managing Director, Index Products
TD Securities
Nitin Gambhir
CEO & Head of Quantitative Research
Tethys Technology
Roman Ginis
CEO
Imperative Execution
Grant McLaughlin
Director, Electronic Equities Trading
BMO Capital Markets
|
| 12:00-12:30pm |
Regulatory Creep – Taking a Closer Look at Impending US Market Structure Reforms and the Impact on the Canadian Markets
- Analysis of and update on proposed policy and regulatory changes in the US relating to trading and market structure
- How the Canadian markets may be impacted by potential changes
Ari Burstein, Moderator
Founder, Trading Evolved
General Counsel and Chief Policy Officer, Imperative Execution
Richard Carleton
CEO
Canadian Securities Exchange
Peter Haynes
Managing Director, Index Products
TD Securities
Craig Hurl
Director, Global Equity Trading
Ontario Teachers Pension Plan
Mett Kinak
Global Head of Equity Trading
T. Rowe Price
|
| 12:30-1:30pm |
Luncheon Featuring Fireside Chat with Gerry Dee (Comedian and Actor) and the first Annual Canada “Buyside/Sellside Battle”
Gerry Dee
Comedian and ActorGerry
Gerry Dee will be discussing his incredible journey and varied career, and then will host the first annual “Buyside/Sellside Battle” between speakers and attendees.
Buyside Team
- John Christofilos, Senior Vice President, Chief Trading Officer, AGF Investments
- Carrie Freeborough, Senior Vice President, Head of Trading, Mackenzie Investments
- Rob Gouley, Principal, Trading, OMERS
- Craig Hurl, Director, Global Equity Trading, Ontario Teachers Pension Plan
- Mett Kinak, Global Head of Equity Trading, T. Rowe Price
Sellside Team
- Richard Carleton, CEO, Canadian Securities Exchange
- Roman Ginis, CEO, Imperative Execution
- Kevin Gopaul, Head of Exchange Traded Funds, BMO Global Asset Management
- Peter Haynes, Managing Director, Index Products, TD Securities
- Grant McLaughlin, Director, Electronic Equities Trading, BMO Capital Markets
|
| 1:30-2:00pm |
“Confessions of a Buyside Trader”TM
Discussion with buyside traders that will examine challenges for the buyside when trading, how the buyside can utilize the changing market structure to their advantage, lessons learned from their experiences, and what the future holds for the buyside.
Ari Burstein, Moderator
Founder, Trading Evolved
General Counsel and Chief Policy Officer, Imperative Execution
John Christofilos
Senior Vice President, Chief Trading Officer
AGF Investments
Carrie Freeborough
Senior Vice President, Head of Trading
Mackenzie Investments
Robert Gouley
Principal, Trading, Capital Markets
OMERS |
| 2:00-2:30pm |
Managing Data Around Order Routing and Execution – An Examination of Developments Around Transaction Cost Analysis (TCA)
- Leveraging analytics to extract more value from data and boost trading performance
- Challenges to measuring and analyzing execution quality and trading performance
- Tools and services available for the buyside to analyze and consume trading data more easily
Ari Burstein, Moderator
Founder, Trading Evolved
General Counsel and Chief Policy Officer, Imperative Execution
Christine Ma
Analytics, Head of North America Client Support
Virtu Financial
Milos Vukovic
Vice President, Head of Investment Policy
RBC Global Asset Management
Evan Young
CEO and Co-Founder
Spacetime.io
|
| 2:30-3:00pm |
Keynote Address –Discussion with OSC and IIROC on Regulatory and Policy Developments Impacting Trading and Best Execution
- Analysis of the most significant policy and regulatory changes from OSC and IIROC impacting institutional investors relating to trading and market structure
- Discussion of challenges for regulators in overseeing the markets
Tracey Stern, Moderator
Senior Vice-President, Chief Compliance Officer & Lead Regulatory Counsel
Wellington-Altus Private Wealth
Susan Greenglass
Director, Market Regulation
Ontario Securities Commission
Kevin McCoy
Vice President, Market Compliance and Policy
IIROC
|
| 3:00-3:15pm |
Networking/Refreshment Break |
| 3:15-3:45pm |
Crypto EvolvedTM – Trading Digital Assets, Crypto and Bitcoin
- Factors institutional investors should consider when trading digital assets
- Discussion of key innovations in trading platforms and trading tools
- How to consider best execution when trading digital assets
Dave Weisberger, Moderator
Co-Founder and CEO
CoinRoutes
Eric Richmond
Chief Operating Officer
Coinsquare
Daniel Schlaepfer
CEO
Select Vantage Canada
Som Seif
Founder & CEO
Purpose Financial
|
| 3:45-4:30pm |
Developments in ETF Trading and Market Structure – Specific Issues to Consider for Institutional Investors
- Innovations in trading and how to trade ETFs more efficiently
- How to evaluate the ETF trade
- Examination of institutional investor utilization of ETFs
Graham MacKenzie, Moderator
Head, Exchange Traded Products
Toronto Stock Exchange
Bobby Eng
Senior Vice President, Head of Platform & Institutional ETF Distribution
Franklin Templeton Investments
Steven Leong
Director, Head of iShares Canada Product & Markets
Blackrock
Alex Perel
Director, Head of ETF Services
Scotiabank
Greg Walker
Director, Capital Markets and Strategic Relationships
BMO Global Asset Management
|
| 4:30-5:30pm |
Post-Conference Reception |
