Best Execution and Trading Summit – Canada – This Week!

Best Execution and Trading Summit – Canada – This Week!

Next Week! A revised agenda is available for the Capital Markets Strategies second annual Best Execution and Trading Summit – Canada to be held virtually on September 14-16, 2020.

Complimentary registration is available for any individual on the buyside (e.g., institutional investors, asset managers, pension funds, hedge funds, endowments, foundations, and investment advisers).  If you are interested in a complimentary pass, please see the conference website or send an e-mail to

Speakers will be 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 are the current panel speakers.

Panels will address:

  • 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

If you are interested in speaking at or sponsoring the event, or if you have any questions about the conference, please email me at

Confirmed Panelists

  • 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