Best Execution and Trading Summit – Canada – Panel Recordings

Best Execution and Trading Summit – Canada – Panel Recordings

Panel recordings are available from the second annual Best Execution and Trading Summit – Canada, held on September 14-16, 2020, exploring developments impacting trading and best execution surrounding equities, fixed-income, ETFs, options and derivatives.

Speakers were comprised of leaders from across the equities, fixed-income, ETFs, options, derivatives and FX markets including institutional investors, banks, broker-dealers, exchanges, ETF issuers, service providers, vendors, regulators, and other market participants. Listed below were the panel speakers.

An agenda can be found here – 2020 Canada Best Execution and Trading Summit — Final Agenda 

Panels addressed:

  • Impact of Regulatory Developments on Best Execution and Trading
  • Advancements in Execution Tools and Services in the Equities Markets
  • Developments in ETF Trading, Market Structure and Investing
  • Managing Data Around Order Routing and Execution – An Examination of Developments in Transaction Cost Analysis
  • Trading and Best Execution in the Fixed Income, Options and Derivatives Markets
  • Unbundling and the Provision of Research
  • Trading Digital Assets, Crypto and Bitcoin – Examining the Future Considerations for Institutional Investors


  • Robert Barnes, Global Head of Primary Markets and CEO Turquoise, London Stock Exchange Group
  • Ari Burstein, President, Capital Markets Strategies
  • Richard Carleton, Chief Executive Officer, Canadian Securities Exchange
  • Chris Churchman, Managing Director, Head of FX Trading, Americas & Global Co-Head of FX Options Trading, UBS
  • Mario Cianfarani, Head of Institutional & Retirement Distribution, Vanguard Investments Canada
  • Karen Couldrey, Head of Equity Product Marketing & Head of Electronic Sales, Scotiabank
  • Travis Felker, Senior Advisor, Business Strategy, Equities Trading, TMX Markets
  • Jeff Foster, Director, Equity Markets, TMX Markets
  • Carrie Freeborough, SVP, Head of Trading, Mackenzie Investments
  • Roman Ginis, Founder, IntelligentCross
  • Kevin Gopaul, Global Head of Exchange Traded Funds, BMO Global Asset Management
  • Katie Gouinlock, ETF Capital Markets, Vanguard Investments Canada
  • Robert Gouley, Principal, Trading, OMERS Capital Markets
  • Frank Grampone, Executive Vice President, Business Development & Strategy, BXS
  • Peter Haynes, Managing Director, Index Products, TD Securities
  • Craig Hurl, Director, Global Trading, Equities & Commodities, Capital Markets, OTPP
  • Naseem Husain, Vice President, ETF Strategy, Mackenzie Investments
  • Dan Kessous, Chief Executive Officer, Nasdaq CXC Limited
  • Timothy Lang, CEO, Global Liquidity Partners
  • Scott Laskey, Senior Accountant, Compliance and Registrant Regulation, Ontario Securities Commission
  • Graham Mackenzie, Head of ETFs and Structure Products, TMX Group
  • Kevin McCoy, VP, Market Policy and Trading Conduct Compliance, IIROC
  • Patrick McEntyre, Managing Director Electronic Trading & Services, National Bank Financial
  • Lara Misner, Chief Compliance Officer, Sprott Asset Management
  • Leonard Ng, Partner, Sidley Austin
  • Alex Perel, Director, Head of ETF Services, Scotiabank Global Banking & Markets
  • Rob Pulkys, Vice President, Trade Execution, Waratah Capital Advisors
  • Andres Rincon, Director, Head of ETF Sales & Strategy, TD Securities
  • Kimberly Russell, Vice President, Market Structure Specialist, Global SPDR Business, State Street Global Advisors
  • Jackie Sanz, Chief Compliance Officer, Caldwell Investment Management
  • Anthony Scilipoti, President & CEO, Veritas Investment Research Corporation
  • Erik Sloane, Chief Revenue Officer, NEO Exchange
  • Chris Sparrow, Co-Founder and Director of Analytics,
  • Tracey Stern, Manager, Market Regulation, Ontario Securities Commission
  • Alex Taylor, VP, Surveillance, IIROC
  • Michael Taylor, Partner, Borden Lardner Gervais
  • Greg Tusar, VP, Institutional Products, Coinbase
  • Milos Vukovic, Vice President, Head of Investment Policy, RBC Global Asset Management
  • Joe Wald, Managing Director, Co-Head of Electronic Trading, BMO Financial Group
  • Dave Weisberger, Co-Founder and CEO, CoinRoutes
  • Joacim Wiklander, Chief Operating Officer, NEO Exchange
  • Clive Williams, Former Global Head of Equity Trading, T. Rowe Price