Program

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

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8:30 am – 8:40 am Welcome and Introduction of Masters of Ceremonies
  • Dion Singh
    Senior Quantitative Analyst, Equity Trading Products, TMX Group
  • Paul Dex
    Head of European Business Development, Equity Trading, CRM, Equity Trading, TMX Group
8:40 am – 9:20 am Coming Soon!
9:20 am – 9:45 am Market Open Ceremony & Welcome Remarks
9:50 am – 10:40 am Retail on the Rise

As retail trading continues to evolve, the panel will explore the changing needs of retail - focusing on innovation , demand for extended trading hours , impact of gamification and access to global products to keep retail engaged in Canada.

Panelists
  • Camilo Gil
    Head of Execution Services - Managing Director, CIBC Capital Markets
  • Tara Kennedy
    VP & Head of Capital Markets, Wealthsimple
  • Jeff Varey
    Head, Wealth Management Equity Trading, RBC DS
Moderator
  • Eshank Shah
    Director, Equity Product Design, TMX Group
10:40 am – 11:00 am Morning Break

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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?

Speaker
  • Jimmy Jean
    Chief Economist & Strategist, Desjardins, will share his view and how expectations for the economy are informing future strategies.
11:50 am – 1:00 pm Attendee Lunch

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1:00 pm – 1:40 pm Global Trading & Liquidity Dynamics Part 1: Sell Side Perspective

Leaders in Trading from the sell side join us to discuss topics spanning the global trading landscape. Topics will include capturing liquidity across the globe, ideas for handling geopolitical driven volatility spikes, what to expect from the SEC with the administration changes and how that affects markets in Canada, and more.

Panelists
  • Andrew Upward
    Institutional Sales & Trading, Market Structure Strategist, Jane Street
  • Jatin Suryawanshi
    Managing Director & Head of Global Quantitative Strategy, Jefferies
  • Jennifer Hadiaris
    North America Head of Electronic Execution Services, Citigroup
  • Patrick McEntyre
    Managing Director, Global Equity Derivatives, NBF
Moderator
  • Doug Clark
    Managing Director, Equity Product Design, TMX Group
1:40 pm – 2:40 pm Global Trading & Liquidity Dynamics Part 2: Buyside Perspective

The Buy Side Responds - Leaders in Trading from the buy side will cover the same Global Trading topics, including capturing liquidity across the globe, ideas for handling geopolitical driven volatility spikes, what to expect from the SEC with the administration changes and how that affects markets in Canada, and more. We will get to hear their views, as well as their thoughts on what the sell side panel has just shared.

Panelists
  • Mehmet Kinak
    Head of Global Equity Trading, T. Rowe Price Group
  • Ashley Banfield
    Co-Head, Global Execution Strategy, Fidelity Investments
  • Frank Loughlin
    Global Head of Execution Services, AllianceBernstein
Moderator
  • Heidi Fischer
    President, TSX Alpha US, 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

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3:05 pm – 3:55 pm Trading & Technology - Today vs Tomorrow

Join leading voices from the trading and technology landscape as they explore how innovation is reshaping the investment process from end to end. This dynamic panel will examine topics such as the rise of broker wheel automation within EMS platforms, the growing role of AI in execution and operations, the increasing complexity of managing multi-asset strategies, and how firms are navigating global market challenges. Through diverse perspectives, we’ll uncover how these trends are influencing performance, risk, and the future of market access.

Panelists
  • Nitin Gambhir
    CEO & Head of Quantitative Research, Tethys Technology
  • Etienne Phaneuf
    CEO and President, ArchES Computing
  • Grant McLaughlin
    Managing Director, Electronic Trading, BMO Capital Markets
  • Scott Feagans
    Senior Vice President of Trading, Infrastructure & Sales & Engineering, Options
Moderator
  • Gavin Morris
    Vice President, TMX Datalinx Proprietary Data & Infrastructure
3:55 pm – 4:45 pm Fireside Chat
4:45 pm – 5:00 pm Closing Remarks
5:00 pm – 7:00 pm Networking and Cocktail Reception

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