The annual Trading Evolved Canada Trading and Best Execution Summit will be held in-person on September 21, 2022 at Vantage Venues in Toronto.

Click here for…

Agenda

Speakers List

Overview Information

Registration

Buyside Complimentary Passes

As always, complimentary passes are available for buyside traders and others at buyside firms. Please register as soon as possible as space will be limited!

If you are interested in speaking at and/or exhibiting at and sponsoring the Summit, please send an e-mail to conferences@tradingevolved.com.

Keynotes/Fireside Chats Include:

• Discussion with the OSC and IIROC on regulatory and policy developments impacting trading and best execution:
  • 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
• Gerry Dee Lunch Fireside Chat and first annual “Buyside/Sellside Battle”:
  • Gerry Dee – comedian and actor – will be discussing his journey and varied career in a fireside chat, and then will host the first annual “Buyside/Sellside Battle” between many of the Summit’s attendees.
• Fireside Chat to Benefit Toronto Blue Jays “Jays Care Foundation” – Joe Sheehan, Assistant General Manager of the Toronto Blue Jays, will participate in a fireside chat – “Baseball and the Use of Analytics, Statistics and Technology” – and will be discussing the development and use of advanced analytics and metrics 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. If you would like to help support the Jays Care Foundation and sponsor the fireside chat, please contact us at conferences@tradingevolved.com. Sponsors of the fireside chat will receive social media recognition through the Toronto Blue Jays as well as tickets and memorabilia!

Current Speakers:

• Ari Burstein, Founder, Trading Evolved, General Counsel and Chief Policy Officer, Imperative Execution
• Richard Carleton, CEO, Canadian Securities Exchange
• John Christofilos, Senior Vice President, Chief Trading Officer, AGF Investments
• Doug Clark, Managing Director, TMX Group
• Bobby Eng, Senior Vice President, Head of Platform & Institutional ETF Distribution, Franklin Templeton Investments
• Jeff Foster, Vice President, Sales and Success, Alpaca Markets
• Carrie Freeborough, Senior Vice President, Head of Trading, Mackenzie Investments
• Nitin Gambhir, CEO & Head of Quantitative Research, Tethys Technology
• Laura Garzon, Director, Algorithmic Sales Coverage, CIBC Capital Markets
• Roman Ginis, CEO, Imperative Execution
• Kevin Gopaul, Head of Exchange Traded Funds, BMO Global Asset Management
• Rob Gouley, Principal, Trading, OMERS
• Susan Greenglass, Director, Market Regulation, Ontario Securities Commission
• Peter Haynes, Managing Director, Index Products, TD Securities
• Sean Hoover, Chief Operating Officer, PureStream Trading Technologies
• Craig Hurl, Director, Global Equity Trading, Ontario Teachers Pension Plan
• Tara Kennedy, VP, Head of Trading, Wealthsimple
• Dan Kessous, CEO, Nasdaq CXC
• Mett Kinak, Global Head of Equity Trading, T. Rowe Price
• Christine Ma, Analytics, Head of North America Client Support, Virtu Financial
• Graham MacKenzie, Head of Exchange Traded Products, TMX Group
• Kevin McCoy, Vice President, Market Compliance and Policy, IIROC
• Patrick McEntyre, Managing Director, National Bank Financial
• Grant McLaughlin, Director, Electronic Equities Trading, BMO Capital Markets
• Hamid Omoumi, Head of Distribution, iShares ETFs, Blackrock Canada
• Alex Perel, Director, Head of ETF Services, Scotiabank Global Banking & Markets
• Cindy Petlock, Chief Legal Officer, TradeLogiq Markets
• Daniel Schlaepfer, CEO, Select Vantage Canada
• Som Seif, Founder & CEO, Purpose Financial
• Devi Shanmugham, Global Head of Compliance, Tradeweb
• Joe Sheehan, Assistant General Manager, Toronto Blue Jays
• Tracey Stern, Senior Vice-President, Chief Compliance Officer & Lead Regulatory Counsel, Wellington-Altus Private Wealth
• Jeff Varey, Vice President, Wealth Management Equity Markets, RBC Dominion Securities
• Milos Vukovic, Vice President, Head of Investment Policy, RBC Global Asset Management
• Greg Walker, Director, Capital Markets and Strategic Relationships, BMO Global Asset Management
• Dave Weisberger, Co-Founder and CEO, CoinRoutes
• Evan Young, CEO and Co-Founder, Spacetime.io

Panels Include:

• Examining the Impact of Regulatory Developments on Trading and Best Execution
• Advancements in Technology and Execution Tools in the Equities Markets – Are Changes Actually Having a Beneficial Impact for Investors
• Regulatory Creep – Taking a Closer Look at Potential US Market Structure Reforms and the Impact on the Canadian Markets
• “Confessions of a Buyside Trader”
• The Rise of Retail Part II – A Relook at the Role of Retail Investing
• Managing Data Around Order Routing and Execution – An Examination of Developments Around Transaction Cost Analysis (TCA)
• Developments in ETF Trading and Market Structure – Specific Issues to Consider for Institutional Investors
• “Crypto Evolved” – Trading Digital Assets, Crypto and Bitcoin

We look forward to seeing you on September 21!