Industry News

 

2018 CSTA Conference Speaker Profile: Tracy Castle-Newman

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Tracy Castle-Newman

COO for Global Institutional Equity Distribution Morgan Stanley

 

Tracy Castle-Newman is the COO for Global Institutional Equity Distribution and is a member of the Equity Operating Committee. In her role, she has specific responsibility for Client Strategy, Systematic Advisory Sales (SAS) Product Strategy, Commission Management , ETF Product Marketing, and the Equity and Fixed Income Division’s Institutional Client Joint Venture with MSWM.

Tracy joined Morgan Stanley in 1996 after spending her prior years at Bankers Trust and Bank of New York. She has held various roles while at Morgan Stanley, primarily focused on client strategy and business development. Tracy is involved in many of the talent initiatives of the Firm including recruiting and mentoring women. In 2007, Tracy was inducted into the YWCA Academy of Women Leaders in recognition of her contribution to women’s initiatives. In 2010, she co-founded the Morgan Stanley’s Women’s Business Alliance. In 2013, she founded Morgan Stanley’s Women’s Investment Roundtable which brings together women portfolio mangers for a 2 day stock picking roundtable. In 2017, Tracy was named to Worth Magazine’s Power 100 List.

She is a graduate of Virginia Tech with a BS in Finance. She serves on the Pamplin Advisory Council and the Executive Committee for the Finance Advisory Board for the Pamplin School of Business. Tracy lives in Westfield, NJ with her husband Andy and both are supporters and fans of Va. Tech athletics. Tracy recently combined her support of athletics and women into the first scholarship for the VT women’s golf team.



 

2018 CSTA Conference Speaker Profile: Philip Bolton

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Philip Bolton

Managing Director, Global Equities  RBC Capital Markets

 

Phil Bolton is a Senior Liability Trader for RBC Capital Markets in Toronto. Phil joined RBC Capital Markets in 1998 initially focusing on retail trading. Since joining the institutional desk in 2002, Phil’s main responsibilities included interest rate sensitive sectors, financials, REITS, pipelines and utilities. He has an undergraduate degree from Queens University. Phil is deeply committed to charitable causes and his community; he is currently serving as a treasurer of Ready, Set, Play Children’s Charity, an organization that helps underprivileged children in Toronto participate in organized sports and recreational programs.



 

2018 CSTA Conference Speaker Profile: Carrie Freeborough

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Carrie Freeborough

Vice-President, Head of Trading  Mackenzie Investments

 

Carrie has 25+ years of global trading experience. She has worked on both sides of the street, spending most of her career at global bulge bracket brokers before moving to the Asset Management side of the business 4 years ago. She has traded equity is all global markets, has managed a program trading desk and is an expert in the current landscape of Asset Management given the regulatory, technological and management fee pressure. Mackenzie Investments is ~$200 bil AUM Canadian based global Mutual Fund with trading desks in Asia, Europe, Canada and the US. Carrie has an MBA from the Richard Ivey School of Business at The University of Western Ontario.



 

2018 CSTA Conference: Parc de la Chute-Montmorency with Zipline Option

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"Parc de la Chute-Montmorency is a few minutes from Québec City. Located between the river 
and the cliffs, it's one of the province's most spectacular sites. With its 83 meters high (30 meters 
higher than Niagara Falls), Montmorency Falls dominates the landscape...." Read More

.
  • Date: Saturday August 18, 2018
  • Bus Departure:  12:30 pm
  • Activity Length: 4 hours
  • Suggested Attire: Sportswear recommended
  • Location:  Parc de la Chute-Montmorency
  • Cost: $61.12 with zipline; $33.36 without zipline (cost includes all taxes, bus, lunch & cable car)
  • FOR ZIPLINE: MINIMUM WEIGHT 90 LB & MAXIMUM WEIGHT 240 LB
  • FOR ZIPLINE:  CHILDREN UNDER 14 MUST BE ACCOMPANIED BY A PARENT
  • PLEASE READ THE ZIPLINE INSTRUCTIONS BEFORE SIGNING UP

 

 

2018 CSTA CONFERENCE SPEAKER PROFILE: CHAD REED

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Chad Reed
 
 
Managing Director, Equity Trading
Scotia Global Banking & Markets

 

Chad Reed is a Managing Director and Head of the Program and ETF Trading Groups. In this role, he leads a team of traders, analysts and developers providing institutional equity clients program, electronic trading & ETF services, as well as, index and market structure research. In addition, Chad is responsible for technology development focused on building advanced trading solutions and analytical tools to expand the capabilities of various business lines within Global Equity. 

Chad is a member of Scotiabank’s internal Equity Technology Advisory Council and serves as a dual mentor for both the rotation program and the wider GBM mentorship program. He joined Scotiabank in 2007 as a Director, focusing on both cash and portfolio trading. Prior to Scotiabank, Chad was a Principal at Barclays Global Investors, responsible for trading their active and passive mandates as well as the transition management business on the equity desk in Toronto.

Chad holds a certificate in Strategic Analytics Management from Queen’s University, a BA in Economics from the University of Waterloo and is a CFA charterholder.

 

 

2018 CSTA CONFERENCE SPEAKER PROFILE: MAUREEN JENSEN

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Maureen Jensen
 
 
Chair & CEO, 
Ontario Securities Commission 

 

Maureen Jensen is the Chair and Chief Executive Officer of the Ontario Securities Commission (OSC), which administers and enforces securities law in the capital markets of the province of Ontario.

Prior to her appointment as Chair and CEO, Ms. Jensen was the Executive Director and Chief Administrative Officer of the OSC from 2011 - 2016. As the senior member of staff, she was responsible for coordinating and managing the organization’s day-to-day operations, including its enforcement, market regulation and compliance functions. In addition, she provided leadership and direction on policy development and implementation, as well as strategic securities, regulatory and enforcement policy and program analysis. Ms. Jensen was also an executive sponsor of various regulatory policy initiatives.

Before joining the OSC, Ms. Jensen was Senior Vice-President, Surveillance and Compliance at the Investment Industry Regulatory Organization of Canada (IIROC) from 2008 - 2011, the national self-regulatory organization that oversees all investment dealers and trading activity on debt and equity marketplaces in Canada. At IIROC, she was responsible for all of its compliance and market surveillance functions, including market surveillance and prudential and business conduct regulation of all registered dealers and registrants.

Prior to the formation of IIROC in 2008, Ms. Jensen was President and CEO of Market Regulation Services Inc. (RS), the independent national market regulation services provider for Canadian equity markets. At RS, she was responsible for overseeing all of its corporate and regulatory functions and the development of strategic initiatives that promote market integrity. During her tenure, Ms. Jensen also held the positions of Vice President, Market Surveillance, and later Vice President, Market Regulation Eastern Region.

Ms. Jensen has also held senior positions in regulatory and business portfolios at the Toronto Stock Exchange and had a 20-year career in the mining business, holding both executive and technical management positions with several resource companies.

Ms. Jensen is a Registered Professional Geoscientist (P.Geo) and holds the ICD.D designation.

 

 

CSTA Negotiated Hotel Rates: LIMITED AVAILABILITY

July 25, 2018 is the Last day to reserve hotel at csta negotiated rates. 

CSTA NEGOTIATED RATES ARE SOLD OUT FOR THE FOLLOWING DATES:

WEDNESDAY AUGUST 15, 2018

THURSDAY AUGUST 16, 2018

FRIDAY AUGUST 17, 2018

LIMITED AVAILABILITY FOR SATURDAY AUGUST 18, 2018

Once you have registered, click on the the below Hotel Reservation link to reserve your room or contact the hotel directly at (418) 647-2411

***YOU WILL NOT BE AUTOMATICALLY REDIRECTED TO HILTON HOTEL RESERVATIONS ONCE REGISTRATION IS COMPLETED

   

 

 

2018 CSTA CONFERENCE SPEAKER PROFILE: ANDREW UPWARD

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Andrew Upward
 
 
ETF Strategist
Jane Street

 

Andrew Upward conveys the firm’s thoughts about market structure and ETF trading developments to clients. In addition to his regular written work, Andrew conducts specialized research for individual clients and represents the firm as a speaker and panelist at conferences. He supports Jane Street’s sales and trading teams in New York, London and Hong Kong.

Prior to joining Jane Street, Andrew was Head of Market Structure at Weeden & Co. Before Weeden & Co., he was a VP and Market Structure Analyst at Rosenblatt Securities. His experience in sales, trading and analysis stretches back to 2003.

Andrew graduated from Kalamazoo College in 2003 with a Bachelor’s Degree in Economics.

 

 

2018 CSTA CONFERENCE SPEAKER PROFILE: MIKE MCGLONE

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Mike McGlone
 
 
Senior Commodity Strategist
Bloomberg Strategist

 

Mike McGlone is a senior commodity strategist for Bloomberg Intelligence, a unique research platform that provides context on industries, companies, and government policy, available on the Bloomberg Professional service at BI <GO>. Mr. McGlone specializes in the broad investible commodity markets.

Mr. McGlone joined Bloomberg in 2016 with over 25 years of futures and commodity trading and investing experience, beginning at the Chicago Board of Trade. Prior to joining Bloomberg, he was a head of US research at ETF Securities. Prior to ETF Securities, Mr. McGlone headed the commodity business at S&P Indices. His previous roles included head of futures research at ABN Amro and VP research, analyst, trader, sales at Aubrey G. Lanston / IBJ Futures.

Mr. McGlone has an MBA from DePaul University in Chicago and bachelor’s of science and arts degrees from Illinois State University. He is a CFA Charter holder and has earned a Financial Risk Manager (FRM) designation. 

 

 

2018 CSTA CONFERENCE SPEAKER PROFILE: CRAIG HURL

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Craig Hurl
 
 
Director, Listed Products Trading
Ontario Teachers Pension Plan

 

Craig Hurl is Director, Listed Products Trading in the Capital Markets department at the Ontario Teachers’ Pension Plan Board. As of August 2008, Mr. Hurl became Head of  Equity Trading, which is responsible for all agency equity trading within the Fund. Most recently, in September 2016, he also took on the additional responsibility of being  Head of Futures Trading.

Prior to his current role, he was Director, Enhanced Index and Income Trusts, where he managed the Canadian Enhanced Index portfolio, an Income Trust portfolio, along with other global enhanced index strategies.

Prior to joining Teachers’ in June 1997, he was Manager, Index Operations at the Toronto Stock Exchange, where he worked for 10 years.

Mr. Hurl graduated from the University of Guelph in Ontario, Canada with a Bachelor of Arts double major in Management Economics. Mr. Hurl is a Chartered Financial Analyst (CFA) charterholder, and is a member of the Toronto CFA Society. He is also a member of the Canadian Security Traders Association (CSTA), the Buy-Side Investment Management Association (BIMA), and the OSC Market Structure Advisory Committee (MSAC).

 

 

2018 CSTA CONFERENCE SPEAKER PROFILE: BRUCE BLAND

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Bruce Bland
 
 
Head of Algorithmic Research, 
Fidessa 

 

As Head of Product Innovation for Fidessa, Bruce leads a team of quantitative consultants investigating market structure and advanced trading models, as well as prototyping software for some of the firm's largest clients. He has been instrumental in the development of Fidessa’s Market Abuse Solution, Pairs Algos and Analytics solutions and was also responsible for designing Fidessa's algorithmic trading models, including research into over thirty futures and options based models.

Prior to this role Bruce spent almost ten years as a senior consultant working on the implementation of Fidessa’s trading platforms and bespoke software developments for many of the firm's global enterprise clients.

 

 

2018 CSTA CONFERENCE SPEAKER PROFILE: DANIEL SCHLAEPFER

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Daniel Schlaepfer

 

President, 
True North Vantage Inc. 

 

Daniel Schlaepfer is the President of Select Vantage Inc (SVI), and its affiliates True North Vantage Inc, Epic Vantage Inc and Elite Vantage Placement Ltd. SVI is a global leader in electronic market-making, employing over 2,700 staff in 39 countries. On any given day, the firm can trade upwards of US$3 billion on global stock markets.

Prior to SVI, Daniel was employed by and consulted for a privately-owned trading technology firm, where he was responsible for the product development of the firm’s trading system and negotiated market access agreements in NCSA, EMEA and Asia. He has operated two successful trading floors and early on in his career he worked as a day trader.

Educated in Canada, Daniel received an MBA from the John Molson School of Business, Goodman Institute of Investment Management at Concordia University, and a Bachelor in Commerce from the Rotman School of Management at the University of Toronto. He is a CFA charter holder and passed the FINRA series 7 and 24 exams as well as CSI courses, CSC and PDO.

 

 

2018 CSTA Conference: Golf at Le Tempete

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TO RESERVE A FOURSOME, YOU MUST ADD EACH GOLFER ONE AT A TIME

Unique opportunities to showcase your logo:

Golfers Boxed Lunch Click Here For Details 

Golf Winning Team Click Here For Details

Closest to the Pin (2)  Click Here For Details 

Longest Drive (2) Click Here For Detals 

"The La Tempête Golf Club in Lévis is the Québec City area’s very first world-class golf course...
Designed by renowned architect Darrell J. Huxham, the course layout covers 200 acres, including 
40 acres of premium-quality bent grass.

With its unique 7,203-yard design, lavish clubhouse, restaurant and bar managed by the Bonne Entente, 
La Tempête is without a doubt the region’s most spectacular golf course."
 
80 spot have been reserved for our registrants.  You must be registered for the conference to golf

***When booking your foursome, you must add golfers one at a time

  • Date: Saturday August 18, 2018
  • Start Time: First Tee Time is 1:21 pm (crossover Tee Times)
  • Bus Departs Hotel @ 12:15 pm
  • Cost: $260 (includes all taxes, bus, lunch & golf cart)
  • Callaway Clubs available to rent @ $60 plus tax (payable at golf course)

 

 

 

2018 CSTA CONFERENCE SPEAKER PROFILE: ATUL TIWARI

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Atul Tiwari

 

Managing Director, 
Vanguard Investments Canada Inc. 

 

Atul Tiwari is managing director and head of Vanguard Investments Canada Inc. 

Before joining Vanguard in May 2011, Mr. Tiwari held progressively senior positions at Bank of Montreal Financial Group (BMO). The most recent of which was senior vice president of BMO Asset Management and founding president of BMO Exchange Traded Funds. Before that, he was president of BMO's U.S. subsidiary mutual fund business, Harris Insight Funds. Other prior experience includes practising law, having been called to the Law Society of Upper Canada and the Supreme Court of England and Wales.

Mr. Tiwari is the immediate past chairman and a director of the Canadian ETF Association. He is a director of the D.D. Foundation, which provides medical care and education to the disadvantaged in India. He is a member of the Ontario Securities Commission's Investment Funds Product Advisory Committee. He is an honourary trustee of the Royal Ontario Museum, having served as a director on the board of trustees and as chairman of the pension committee. He was a campaign cabinet member for the Neshama Universal Playground. He served on the Building Osgoode campaign cabinet and is a past president and director of the Osgoode Hall Law School Alumni Association. He is the Cellerier for the Toronto Sous Commanderie of the Confrerie des Chevaliers du Tastevin.

 

 

2018 CSTA CONFERENCE SPEAKER PROFILE: MATTHEW TRUDEAU

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Matthew Trudeau

 

President, 
Tradewind Markets, Inc. 

 

Matt has 20 years’ experience designing, launching, and operating electronic trading products and markets, Tradewind is his 10th market launch. Matt was Head of Product and Strategic Ventures at IEX. Prior to joining IEX, Matt was the Global Head of Product at Chi-X Global and COO of Chi-X Canada where he was instrumental in building and launching new electronic markets and products in Canada, Brazil, Japan, Australia and Singapore. Prior to Chi-X Matt held product, strategy, and operations positions at Instinet and Charles Schwab.

 

 

2018 CSTA CONFERENCE SPEAKER PROFILE: HEATHER KILLIAN

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Heather Killian

 

Executive Director, Prime Services Group 
CIBC Capital Markets 

 

Heather Killian is an Executive Director, Prime Services Group, CIBC Capital Markets. She is responsible for the sales of CIBC’s electronic equity trading solutions, and functions in numerous roles on a daily-basis to help grow CIBC’s equities business. Ms. Killian’s responsibilities include: analyzing the unique market structures of the equity markets; advancing and distributing CIBC's electronic offerings; expanding relationships with marketplaces, regulators, counterparties and clients; evaluating new technologies; and contributing to CIBC’s equity markets business strategy through in-depth analysis of the regulatory and market structure environment. Ms. Killian has been a key contributor to the development and growth of CIBC’s electronic trading product platform. Prior to joining CIBC in 2010, Ms. Killian was the Chief Operating Officer at a Canadian Alternative Trading System (ATS) where she was involved in all aspects of the system’s launch into the marketplace. She also worked for independent broker dealers with extensive experience in institutional trading and product management. Ms. Killian holds an Honours BA from the University of Western Ontario.

 

 

 

2018 CSTA CONFERENCE SPEAKER PROFILE: KEVAN COWAN

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Kevan Cowan

 

CEO 
Capital Markets Authority Implementation Organization

 

Kevan Cowan is CEO of the Capital Markets Authority Implementation Organization (CMAIO).

A seasoned financial services industry executive with wide-ranging strategic, management, operational, regulatory and policy roles across multiple business lines, Mr. Cowan was with the TMX Group Inc. from 1997 to 2015, serving as President of TSX Markets and Group Head Equities from 2008 and President of the TSX Venture Exchange from 2007 until 2008. Mr. Cowan’s positions within the TMX Group included strategy and business development for the TSX Venture Exchange as well as responsibility for domestic and international growth of the TSX Venture Exchange and Toronto Stock Exchange. 

He has extensive experience in regulatory and policy matters, having been a key participant in numerous and ongoing regulatory and policy developments as capital markets and the securities industry underwent significant transformation over the last two decades. Prior to joining the TMX Group, Kevan was a partner at Smith Lyons LLP (now part of Gowling WLG), where he practiced corporate securities law. During that time, he led and executed a wide range of securities and corporate law transactions and served as corporate counsel to private and public corporations.

Mr. Cowan has served on many boards and in advisory roles, including the Toronto Financial Services Alliance (Past Chair of the Board), IIROC (director), the Calgary Economic Development Investment Advisory Committee, TMX Group affiliates, and the OSC Small Business Advisory Committee.

 

2018 CSTA CONFERENCE SPEAKER PROFILE: RICHARD CARLETON

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Richard Carleton

 

CEO 
Canadian Securities Exhange

 

Richard Carleton has been CEO of the Canadian Securities Exchange for seven years. Prior to this appointment, Richard served as Vice-President Corporate Development with responsibility for the CSE’s technology, operations, market data and trading sales teams. Before joining the exchange, Richard worked as a business development consultant in Toronto and New York in the risk management and index product fields after spending twelve years with the Toronto Stock Exchange, serving most recently as a member of the exchange’s senior management team. Active in industry affairs, Richard served two terms as chair of the market data industry’s global trade association in the late 1990's and is a frequent panelist at market structure and trading technology events across North America. Richard also serves as a member of the boards of the Private Capital Markets Association and the Empire Club of Canada.

A member of the Law Society of Upper Canada since 1987, Richard is a graduate of the University of Ottawa (B.A. ’81) and the University of Toronto (LL.B. ’85). He has also completed the executive development programme at the Wharton School, University of Pennsylvania.

 

Time is running out

July 25, 2018 is the Last day to reserve hotel at csta negotiated rates. 

Once you have registered, click on the the below Hotel Reservation link to reserve your room.

***YOU WILL NOT BE AUTOMATICALLY REDIRECTED TO HILTON HOTEL RESERVATIONS ONCE REGISTRATION IS COMPLETED

   

 

 

2018 CSTA CONFERENCE SPEAKER PROFILE: JOHN RUFFOLO

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John Ruffolo

 

CEO 
OMERS VENTURES

 

Mr. Ruffolo is the Chief Executive Officer of OMERS Ventures, the venture arm of OMERS, one of Canada’s leading pension funds.  OMERS Ventures is a multi-stage investor in growth-oriented, disruptive technology companies. In addition, he is also the Executive Managing Director with OMERS Platform Investments, the innovation investing arm of OMERS.

Mr. Ruffolo serves as the following:

  • Hootsuite | Board Member

The most widely used social media management platform

  • Desire2Learn (D2L) | Board Member

A global leader in EdTech

  • Point North Capital | Investment Committee Member

Invests in equity and debt situations where it is able to influence operational, financial and strategic direction

  • Purpose Investments Inc. | Board Member

Enabling all investors to have access to great investment products at reasonable fees

  • Gain Energy | Chairman

Engages in the acquisition and management of properties in the oil and gas sector

  • Ontario Centres of Excellence (OCE) | Board Member

Drives the development of Ontario’s economy by helping create new jobs, products, services, technologies and businesses

  • OneEleven | Board Member

A highly curated community of Canada’s leading high-growth technology startups

  • Council of Canadian Innovators (CCI) | Vice Chair

A non-profit organization dedicated to helping high-growth Canadian technology firms scale up globally

  • Sustainable Development Technology Canada (SDTC) | Member Council

Funds Canadian cleantech projects and coaches the companies that lead them as they move their ground-breaking technologies to market

He is also the Vice-Chair of the David Suzuki Foundation and is a board member of the Royal Ontario Museum, Caldwell Partners “Top 40 Under 40” and League of Innovators. In addition John is a Dean’s Advisory Council Member to the Schulich Business School as well a member of the Toronto chapter of the Young Presidents’ Organization (YPO). 

Prior to joining OMERS, Mr. Ruffolo was a Partner at Deloitte, as well as the Global Thought Leader, the Global Tax Leader and the Canadian Industry Leader for Deloitte’s Technology, Media and Telecommunications (TMT) practice. He was also a member of the firm’s Tax and TMT Global Leadership teams and a member of Deloitte’s Board of Directors.

A chartered accountant, Mr. Ruffolo was formerly a partner with Arthur Andersen LLP and has also spent time as an instructor for both the Canadian Institute of Chartered Accountants and York University’s Schulich School of Business, from which he holds a Bachelor of Business Administration

 

2018 CSTA CONFERENCE SPEAKER PROFILE: BRADY FLETCHER

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Brady Fletcher

 

Managing Director of TSX Venture 
TMX Group

 

A Computer Engineer by background, Brady spent almost a decade in investment banking, primarily focused on financing and advising technology and diversified issuers through strategic transactions, before leaving to found Coastr. 

With Coastr, Brady successfully took a concept through ideation, building a development team, and launching the platform. We successfully sold a network of almost 30 venues locally while using customer feedback to drive iterative revisions to the app and back-end platform. 

Throughout his investment banking career, Brady has advised hundreds of companies on business strategy, capital raising, public and private markets, and exit strategies – having successfully executed over $500million in growth equity financings, secondary transactions, and sell-side advisory mandates.

Brady joined TMX Group recently and is Managing Director of TSX Venture, the world’s leading public venture capital marketplace.

 

2018 CSTA CONFERENCE SPEAKER PROFILE: NIKKI ACTON

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Nikki Acton

 

Global Head of Liquidity Solutions 
JP Morgan

 

Nikki Acton is an Executive Director and Head of Global Liquidity Solutions at J.P. Morgan, based in New York.

In this role, Nikki is responsible for engaging global clients with J.P. Morgan’s various liquidity solutions including Central Risk Book access, Actionable Indication of Interest, Guaranteed Market on Close and Systematic Internalizer.

Prior to joining J.P. Morgan in 2017, Nikki worked at Bank of America Merrill Lynch as Head of International Electronic Sales and held similar roles at Morgan Stanley and Goldman Sachs.

Nikki holds a BSc Economics Degree from The London School of Economics and Political Science. 

 

2018 CSTA Conference Speaker Profile: Ana Avramovic

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Ana Avramovic

BAML

 

Ana Avramovic is a member of the Bank of America Merrill Lynch Instinct Knowledge team, focusing on market structure.

Prior to joining BofAML, she was the Director of Market Structure Trading Strategy at Credit Suisse, and before that worked in volatility arbitrage and credit derivatives structuring at a quantitative hedge fund. Her work has been frequently cited in the media, including in print publications such as the WSJ, the Financial Times, and popular books, as well as on CNBC and Bloomberg.

Ana holds an MS degree in Financial Mathematics and a BS degree in Electrical Engineering (Computer Science specialty), both from Stanford University. She is also a CFA charterholder.

 

2018 CSTA Conference Speaker Profile: Clement Gignac

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Clément Gignac

Senior Vice-President, Investments and Chief Economist at iA Financial Group

 

With a master’s degree in economics from Laval University, Clément Gignac has a wealth of experience spanning 30 years in both the private and public sectors and was until very recently a minister in the Quebec government.

Since December 12, 2012, Clément has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds, with assets exceeding $5 billion. 

Before joining iA Financial Group, Clément Gignac was a well known economist and strategist for major financial institutions, including National Bank Financial, where he was vice-president and chief economist from 2000 to 2008. During this time, he was recognized as one of the best economic strategists in the country and was frequently contacted by the media, business leaders and governments for his expertise. Thereafter, he began his career in politics.

Clément Gignac is a well regarded speaker and is often sought after by the media. In 2012, he was asked to chair the prestigious World Economic Forum’s Global Agenda Council on Competitiveness and in 2016, was asked to become a standing member of the Washington, D.C.-based Conference of Business Economists, a global group of distinguished economists. 



 

Do you have what it takes?

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To perform at the 2nd annual battle of the bands

Contact us at cstaadmin@canadiansta.org if you would like to participate.

 

 

Join the CSTA for the 2nd annual Battle of the Bands

  • Date: Saturday August 18, 2018
  • Start Time: 7:00 pm
  • Food Trucks Inspired meal
  • Activity Length: Four hours
  • Suggested Attire:  Casual
  • Bands:  Good Till Canceled, IIROCk
  • MC: Patrick McEntyre
  • Judges:  TBA
  • Location:  Hilton Quebec, QC 

 

Photo Booth Sponsor:

  

 

 

2018 CSTA Conference: Blue & Silver Party

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Celebrate 25 years of conference with the CSTA in beautiful Quebec City at Séminaire de Québec.

"The Seminary today is the custodian of an outstanding heritage. Its historic buildings together
form a complex created between the 17th and 20th centuries, with collections of art, science
and literature that are unique in Canada. Its archives, in particular, are a key element in Canadian
documentary heritage, recognized under the prestigious UNESCO “Memory of the
World” 

  • Date: Friday August 17, 2018
  • Start Time: 6:00 pm
  • Interactive Food Stations
  • Activity Length: Four hours
  • Suggested Attire:  Blue & Silver in celebration of Quebec & 25 years of conference
  • DJ: Lou Mouaket
  • Location:  Séminaire de Québec, 1, rue des Remparts, Ville de Québec, QC

 

 

2018 CSTA Conference: Parc de la Chute-Montmorency with Zipline Option

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AGENDA

SPEAKERS

"Parc de la Chute-Montmorency is a few minutes from Québec City. Located between the river 
and the cliffs, it's one of the province's most spectacular sites. With its 83 meters high (30 meters 
higher than Niagara Falls), Montmorency Falls dominates the landscape...." Read More

.
  • Date: Saturday August 18, 2018
  • Bus Departure:  12:30 pm
  • Activity Length: 4 hours
  • Suggested Attire: Sportswear recommended
  • Location:  Parc de la Chute-Montmorency
  • Cost: $61.12 with zipline; $33.36 without zipline (cost includes all taxes, bus, lunch & cable car)
  • FOR ZIPLINE: MINIMUM WEIGHT 90 LB & MAXIMUM WEIGHT 240 LB
  • FOR ZIPLINE:  CHILDREN UNDER 14 MUST BE ACCOMPANIED BY A PARENT
  • PLEASE READ THE ZIPLINE INSTRUCTIONS BEFORE SIGNING UP

 

 

2018 CSTA Conference: Golf at Le Tempete

 REGISTER/LOGIN

 HOTEL RESERVATIONS

AGENDA

SPEAKERS

TO RESERVE A FOURSOME, YOU MUST ADD EACH GOLFER ONE AT A TIME

"The La Tempête Golf Club in Lévis is the Québec City area’s very first world-class golf course...
Designed by renowned architect Darrell J. Huxham, the course layout covers 200 acres, including 
40 acres of premium-quality bent grass.

With its unique 7,203-yard design, lavish clubhouse, restaurant and bar managed by the Bonne Entente, 
La Tempête is without a doubt the region’s most spectacular golf course."
 
80 spot have been reserved for our registrants.  You must be registered for the conference to golf

***When booking your foursome, you must add golfers one at a time

  • Date: Saturday August 18, 2018
  • Start Time: First Tee Time is 1:21 pm (crossover Tee Times)
  • Bus Departs Hotel @ 12:15 pm
  • Cost: $260 (includes all taxes, bus, lunch & golf cart)
  • Callaway Clubs available to rent @ $60 plus tax (payable at golf course)

 

 

 

25th Annual CSTA Conference: Preliminary Agenda is available!

For 25 years, the CSTA Annual Conference has been the premier conference for traders, organized by traders!

The 2018 conference will take place August 16-19 in Quebec City and will focus on topics facing our industry today, including trading issues, regulatory changes, market structure, MIFID2 and new technology. Join the CSTA board & 250+ leaders from the equity trading community including, exchanges, institutional and retail brokerage firms, asset managers, regulators  and financial technology firms, for three days of education, panel discussions, networking opportunities and vendor exhibits.

We are now pleased to announce that the preliminary agenda for the conference is available! 

VIEW AGENDA

Sponsorship & Vendor Fair

In order to fulfill its mission and to put on quality educational events, the CSTA relies on the generous support of our sponsors & vendors.  If you would like to support the CSTA, and align your firm with a group committed to education and adding value to the Canadian Capital Markets, please consider one of our many sponsorship & Vendor opportunities. 

VIEW OFFERINGS

 

 

Industry Event

Description

Data is growing exponentially which creates new challenges: financial data is more varied and the increase of compliance regulations such as FRTB and TCA is rising. However, the emergence of existing and new data science tools such as AI and machine learning means that deeper insights and opportunities are available.

How do you integrate these new tools within your existing infrastructure to make shared data the center of your architecture? How do you take a Big Data approach to managing your data? What is the secret sauce?

Learn more about open technology, big data, cloud storage, build vs. buy, and legacy technology vs. new technology at our breakfast event.

Speakers:

Francis Wenzel, TickSmith, CEO

Dora Lee, National Bank of Canada, Associate Director of Global Equity Derivatives

AWS Speaker

Agenda:

7:30 AM: Welcome and networking

7:50 AM: Introduction

8:00 AM: Francis Wenzel

8:20 AM: Dora Lee

8:40 AM: AWS Speaker

9:00 AM: Questions and Answers

9:20 AM: Networking

9:30 AM: End of meeting

Register here  https://goo.gl/yT5uNL

 

BAY STREET CHILDREN'S FOUNDATION - SPRING POKER 2018

DATE: WEDNESDAY, MAY 2, 2018

WHERE:          THE BOTTOM LINE, "Home of the BSCF Poker Event"
                         22 FRONT STREET WEST,  TORONTO

TIME:               DOORS OPEN AT 5:00 P.M.; CARDS IN THE AIR AT 6:00 P.M.

Corporate Tables of 8 people - $1,000

Single Tickets - $100.00

In support of Holland Bloorview, and Children's Aid Foundation.

PLEASE CONTACT JANICE COOPER TO GET YOUR TABLE!!

AND REMEMBER, IT'S ALL FOR THE KIDS!! 

 

SAVE THE DATE! IETA AGM AND GOLF TOURNAMENT

 

 

IETA AGM
Thursday, June 14, 2018
Cube
314 Queen Street West

IETA Annual Golf Tournament

Friday, June 15, 2018
Eagles Nest Golf Club
10000 Dufferin Street, Maple

Golf Foursomes are $1,040 
Golf Sponsorships start at $1,000

Please RSVP as soon as possible if you are interested in sponsorship, or if you are interested in booking a foursome

 

CSTA Conference Sponsorship Opportunities

In order to fulfill its mission and to put on quality educational events, the CSTA relies on the generous support of our sponsors & vendors.  If you would like to support the CSTA, and align your firm with a group committed to education and adding value to the Canadian Capital Markets, please consider one of our many sponsorship opportunities.

 Become a Sponsor

 

CSTA General Meeting of Members

**REMINDER CSTA General Meeting of Members - BEING HELD BEFORE THE EDUCATIONAL EVENT

Notice is hereby given that a General Meeting of the Members (the "Meeting") of the Canadian Security Traders Association, Inc. (the "Association") will be held on the 27th day of February, 2018 at TMX Gallery, 130 King Street, Toronto, ON. 

This Meeting will commence at 4:45pm:

1.  Approve the amended by-laws, to now allow, four (4) Buy-Side Professionals and four (4) Sell-Side Professionals

2.  Appointment of Governors at Large

3.  Approval of the Amended Articles 

 

2018 CSTA Conference Vendor Fair

The 2018 CSTA Conference Vendor Fair plan is available.  Online booth reservation and online payment now available. Contact Robin Smith-St.Kitts if you would like to make your booth a medium or double booth or if you have any questions.

 Become a Vendor

 

CSTA Education Session

BLOCKCHAIN & CRYPTOCURRENCIES: VALUES AND LIMITATIONS

This event is eligible for Continuing Education accreditation. 

Tuesday February 27th, 2018

Please mark your calendars for the upcoming CSTA Winter Educational Event, which will provide an expert panel discussion on 'Blockchain & Cryptocurrencies: Values and Limitations', moderated by Jim Orlando, Managing Director, OMERS Ventures. 

Panelists include:

  • Andrew Young, CEO NextGen
  • Greg Foss, Director 3iQ 
  • Ivan Cajic, VP ITG
  • Ben Roberts, Co-Founder and CEO, Citizen Hex and Co-CIO, Ethereum Capital

 

TMX Gallery (130 King St. W). 

Doors open at 4:30pm with cocktails and hors d'oeuvres, 4:45pm General Meeting of Members. Panel scheduled to begin at 5pm.

 

 

2018 Annual Winter Vendor Fair

Pictures from the 2018 Annual Winter Vendor Fair are now up on our gallery!

To view the pictures click here.

 

Staying on Track with your CSTA Membership

 

New Kids on the Blockchain Session | March 1, 2018

The Prairie Securities Traders Association and BLG present:

New Kids on the Blockchain

Decrypting Blockchain and Digital Assets

Blockchain technology is expected to revolutionize the financial transaction industry. Gain valuable insight from a panel of leading experts on blockchain and digital assets such as Bitcoin and other cryptocurrencies in this rapidly evolving area.

Topics will include a primer on blockchain technology and understanding how securities regulations intersect with initial coin and token offerings, cryptocurrency funds and block-chain-based businesses.

Speakers will include:

Mark Franko, Alberta Securities Commission

Julian Klymochko, Ross Smith Asset Management

Don Short, Canada Crypto Corp.

Melinda Park, Borden Ladner Gervais LLP

Jonathan Doll, Borden Ladner Gervais LLP

Ravi Latour, Borden Ladner Gervais LLP

Dave Bradley, The Bitcoin Brains Inc.

EVENT DETAILS

Thursday, March 1, 2018

Registration and Networking

2:30 – 3:00 pm

Presentations

3:00 – 4:00 pm

Networking and Cocktails

4:00 – 5:00 pm

LOCATION

Centennial Place

West Tower 3rd floor, 250 5th St SW

Calgary, AB

Kindly RSVP by Friday, February 23, 2018

If you have any questions regarding this event, please email prairiesta@gmail.com or RAndreiasi@blg.com

 

2018 Winter Vendor Fair is Today!

The CSTA Annual Winter Vendor Fair is today, Thursday February 22nd from 2:30 to 7:00pm @ the Design Exchange, 234 Bay Street, Toronto ON

See you there!

Thank you to our Sponsors!

 Bar Sponsor

 Food Sponsor

Sweet treat Sponsor 

     

 

Thank you to our Vendors!

 

15th Annual TMX Equities Trading Conference

A DAY OF INSIGHTS, DISCUSSION AND NETWORKING FOR CANADA’S TRADING COMMUNITY.

Please join us for the 15th annual TMX Equities Trading Conference, Canada's premier trading conference for the Canadian investment community, at the renowned TIFF Bell Lightbox.

Hear industry experts speak on relevant topics regarding the Canadian equities markets such as:

  •          Regulatory Landscape: Update and discussion
  •          Executive Perspective: A view from industry leaders
  •          Discussion on Canada’s equity market structure issues

Exhibitors will also be accessible throughout the day.

Enjoy a cocktail reception and networking opportunity after the closing remarks.

Wednesday, May 9, 2018

TIFF Bell Lightbox
Reitman Square
350 King Street West

For any questions or sponsorship opportunities, please email
trading_sales@tmx.com

REGISTER

 

IETA BOWLING!! - RESERVE A SPOT FOR YOUR TEAM NOW!!

Thursday, March 8, 2018

Doors Open at 5:30 pm
Games Begin at 6:00 pm
Event finishes at 9:00 pm


Bathurst Bowlerama
2788 Bathurst Street, North York, ON  M6B 3A3
Telephone 416-782-1841

Bathurst Bowlerama is the quintessential old school bowling alley. Unrepentant in its 90's technology and decor, it has 16 lanes of 5-pin and 16 lanes of 10-pin bowling, along with arcade games, a snack bar, and cosmic bowling on Friday and Saturday nights.  PLEASE NOTE THAT WE CAN BOOK ONLY 14 TEN PIN LANES FOR OUR EVENT. RESERVE NOW!!

Fee: $500 per team – maximum EIGHT (8) people per team

Please RSVP as soon as possible if you are interested in booking a lane.

 

Prairie Securities Traders Association Rang The Bell On July 13, 2017

Members of the Prairie Securities Traders Association rang the bell on July 13, 2017 at Calgary Stampede.  In attendance: Paula Sexsmith, President; John Doll, Director; Geoff Graae, Director; and, Jesse Ahlan, Secretary.

calgary bell

 

Save The Date: 21st Annual Pro Celebrity Softball Challenge

bay street

BAY STREET CHILDREN’S FOUNDATION –
21ST ANNUAL PRO CELEBRITY
SOFTBALL CHALLENGE
SAVE THE DATE

Friday, July 7 and Saturday, July 8, 2017

Further details will follow soon!!
AND REMEMBER, IT’S ALL FOR THE KIDS!!