Agenda

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ETFs Global Markets Roundtable – Toronto

PRESENTED BY CAPITAL MARKETS STRATEGIES AND ETFGI

September 24, 2019

Vantage Venues, Toronto

Agenda At A Glance

2019 Preliminary Program

(PLEASE NOTE – Final Program will be Tailored to Issues Specific to each Jurisdiction)

8:00 am – 9:00 am
Registration and Continental Breakfast

9:00 am – 9:30 am
Opening Remarks and Keynote Address

9:30 am – 10:15 am
Examining the Impact of Regulatory Developments on ETFs and the ETF Capital Markets:
– Update on key regulatory developments impacting ETFs
– Discussion of future ETF rulemakings and reforms
– Examination of the impact of recent trading rule changes on ETFs

10:15 am – 11:00 am
Facilitating ETF Trading – Creating Better Trading Systems and Trading Tools:
– Innovations in trading platforms and trading tools
– Evolving relationship between ETF issuers and market makers
– Discussion on how to trade ETFs more efficiently on exchanges
– Evaluating the ETF trade – best execution issues

11:00 am – 11:30 am
Refreshment and Networking Break

11:30 am – 12:15 pm
Examining the Impact of ETFs on the Markets, Trading and Corporate Issuers:
– Are ETFs really contributing to volatility in the markets?
– Examining the growth of passive investing and the impact on the markets
– ETFs’ impact on corporate governance– proxy voting and related issues

12:15 pm – 1:15 pm
Luncheon and Keynote Address

1:15 pm – 2:00 pm
Examination of the Use of ETFs by Institutional Investors and Financial Advisors (Part I):
– Use of ETFs as tools for asset allocation, risk management and portfolio diversification
– Examination of new ETF product offerings and approvals
– Concerns surrounding ETF liquidity

2:00 pm – 2:15 pm
Presentation – Overview of Trends Impacting the ETF Industry

2:15 pm – 2:45 pm
Refreshment and Networking Break

2:45 pm – 3:15 pm
“Fireside Chat” on the Future of the ETF Industry

3:15 pm – 4:00 pm
Examination of the Use of ETFs by Institutional Investors and Financial Advisors (Part II):
– Examinations of challenges for ETF startups
– Discussion of the growth of robo-advisers and fund platforms
– Examination of issues surrounding distribution

4:00 pm
Conference Adjournment