Time Slot Topic Speakers & Moderator
8:00 am – 8:30 am Registration and Breakfast

Thank you to our Breakfast Sponsors:
8:30 am – 8:40 am Welcome and Introduction of Masters of Ceremonies
  • Dion Singh
    Senior Quantitative Analyst, TMX Group
  • Paul Dex
    Head of European Business Development, Equity Trading, CRM, Equity Trading, TMX Group
8:40 am – 9:20 am Regulatory, Surveillance, and Compliance

Our panel of regulators and experts discuss current and relevant topics that impact today's trading desks, including US trading reforms, regulatory reporting, and trade surveillance.

  • Mark Davies
    CEO, S3
  • Kevin McCoy
    Senior Vice-President, Market Regulation, CIRO
  • Michelle Alexander
    Manager, Trading and Markets, Ontario Securities Commission
  • Denno Chen
    Managing Director, Business Advisory and Regulatory Affairs, General Counsel's Office
9:20 am – 9:45 am Market Open Ceremony & Welcome Remarks
  • Luc Fortin
    President and CEO, MX & Global Head of Trading, TMX Group
9:50 am – 10:40 am Evolution of Content Creation and Distribution

Join us as we explore the evolution of content in a trading environment. Our panel will discuss content distribution and monetization from providers, as well as usage by recipients. We will take a look at how this has changed over time, especially as parts of the world have moved to an “unbundling” of research and trading.

  • Larry Tabb
    Director of Market Structure Research, Bloomberg L.P.
  • Todd Rosenbluth
    Head of Research, TMX VettaFi
  • George Barkas
    Senior Vice President and Head of Global Capital Markets, CI Investments
  • Patrick McEntyre
    Managing Director, Co-Head of Institutional Sales: ETFs – Portfolio Trading – Equity Derivatives – Electronic Trading, NBF
  • Todd Hargarten
    Head of Client Relationship Management, TMX Markets, TMX Group
10:40 am – 11:00 am Morning Break

Thank you to our Morning Break Sponsor:
11:00 am – 11:50 am Keynote Speaker

Highlighting what Canadians can expect next. What do the current trends portend for the near and far future of the economy? Stefane will share his view and how expectations for the economy are informing future strategies.

  • Stéfane Marion
    Chief Economist & Strategist, National Bank of Canada
11:50 am – 1:00 pm Attendee Lunch

Thank you to our Lunch Sponsor:
1:00 pm – 1:45 pm Global Trading & Liquidity Dynamics Part 1: Sell Side Perspective

Global Heads of Trading from the sell side join us to discuss topics spanning the global trading landscape. Topics will include capturing liquidity across the globe, best (and worst) parts of trading mechanics in different markets, and the relationship between buy side and sell side and how it has evolved.

  • Allison Bishop
    President, Proof Trading, Inc.
  • Benjamin Klixbull
    Head of Distribution and Liquidity Management for the Americas, XTX Markets
  • Grant McLaughlin
    Managing Director, Head of Canadian Electronic Sales at BMO Capital Markets
  • Urvashi Batra
    Head of Equities Electronic Trading in Americas, Barclays
  • Doug Clark
    Managing Director, Equity Product Design, TMX Group
1:45 pm – 2:40 pm Global Trading & Liquidity Dynamics Part 2: Buyside Perspective

The Buy Side Responds - Global Head of Trading from the buy side will cover the same Global Trading topics, including capturing liquidity across the globe, best (and worst) parts of trading mechanics in different markets, and the relationship between buy side and sell side and how it has evolved. We will get to hear their views, as well as their thoughts on what the sell side panel has shared.

  • Mehmet Kinak
    VP & Global Head of Equity Trading, T. Rowe Price Group
  • Carrie Freeborough
    Managing Director, Head of Cross-asset Trading, AIMCo
  • Darryl Mackenzie
    Managing Director, Head of Trading, CPP
  • Vinod Addidam
    Managing Director, Trading and Financing at AQR Capital Management
  • Heidi Fischer
    President, US Equity Trading, TMX Group
2:40 pm – 2:50 pm CSTA President’s Update
  • John Christofilos
    CSTA President/Senior Vice President - Chief Trading Officer at AGF Investments Inc.
2:50 pm – 3:05 pm Afternoon Break

Thank you to our Afternoon Break Sponsor:
3:05 pm – 3:55 pm AI and Algorithmic Insights: Enhancing Equity Trading Strategies

Industry Leaders take a deeper look into trending topics which show the significant increase in broker wheels being put into EMS, AI capabilities, managing multi assets, keeping up with global challenges, and how they all impact the entire investment process.

  • Nitin Gambhir
    CEO & Head of Quantitative Research Tethys Technology
  • Roger Burkhardt
    Capital Markets Chief Technology Officer and Co-head of AI at Broadridge
  • Tim Moulton
    Senior Manager and Squad Lead, Equities Trading, TMX Group
3:55 pm – 4:45 pm Fireside Chat:
Making Canada Competitive on the Global Stage

  • Laura Adams
    Managing Director, Head of MS Canada Institutional Distribution & CEO of MS Wealth Management Canada
  • Rizwan Awan
    President, Equities Trading and Head of TMX Markets, Products & Services, TMX Group
4:45 pm – 5:00 pm Closing Remarks
  • Michael Tintinaglia
    Managing Director, Client Relationship Management, Equities CRM, Equity Trading, TMX Group
5:00 pm – 7:00 pm Networking and Cocktail Reception