Canada Best Execution and Trading Summit – SAVE THE DATE!

Canada Best Execution and Trading Summit – SAVE THE DATE!

Please save the date for the Capital Markets Strategies second annual Canada Best Execution and Trading Summit to be held virtually on September 14-16, 2020.

This year’s conference will once again offer an opportunity for a substantive and in-depth discussion of the regulatory, business, and technological developments in the Canadian securities markets impacting best execution and trading for the buyside. Speakers will be comprised of leaders from across the industry including investment advisers, asset managers, broker-dealers, exchanges, ETF issuers, service providers, vendors, regulators, and other market participants.

This year’s conference will examine issues across equities, fixed income, ETFs, options and derivatives.

Complimentary registration is available for most on the buyside (e.g., investment advisers, asset managers, pension funds, hedge funds, endowments, and foundations) who are involved in the area of trading or investment decisions for their firms (e.g., traders, portfolio managers, legal and compliance overseeing trading or investments) – see event website for details.  An agenda can be found here – CMS 2020 Canada Trading and Best Execution Summit – Agenda – and registration information can be found at

The conference also will offer the opportunity to obtain Continuing Education and Continuing Professional Development hours.  Details on the specific programs will be announced shortly.

Among the panels, senior members of the Ontario Securities Commission and IIROC will be participating in a fireside chat around best execution and trading, as well as other regulatory priorities impacting advisers and funds. Other 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 and Market Structure
  • 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
  • Outsourcing of Trading Functions and the Benefits and Considerations for Investment Advisers

New This Year

In the virtual conference format, in addition to the conference panel presentations, attendees will be able to participate on separate presentations made by conference sponsors on specific subject matters the afternoon of September 14, as well as after the panel presentations on September 15-16, and will have access on all days to the virtual exhibit hall.

If you have any questions about the workshop, please feel free to email me at