Get Inspired. Get Connected. Get Ahead. Register for CSTA 2026!

View the 2026 CSTA Conference schedule & directory.

Fuel your focus: Grab an espresso during @ CSTA 2024!

CSTA Coffee Break!  Delegates can recharge and network at our Espresso Bar, sponsored by Cboe!  #CboeCaffeinated

Don't miss CIBC's Heather Killian sharing market structure insights at CSTA 2024!

ABOUT

SPEAKER DATE: August 16 - TOPIC: The Actual Market Structure Discussion

Heather Killian is the Head of Global Equity Electronic Trading at CIBC Capital Markets. She is directly responsible for the management 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: advancing and distributing CIBC's electronic offerings; expanding relationships with clients, counterparties, marketplaces and regulators; 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.
Ms. Killian has been an active contributor to market structure dialogue and policy issues in Canada over the years as a member of various industry committees, including the OSC Market Structure Advisory Committee and IIROC’s Market Rules Advisory Committee (MRAC). Additionally, Ms. Killian served on the Toronto Chapter of 100 Women in Finance which is a global organization of more than 15,000 women who collectively strive to make a difference in both industry and community. 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.

Hear Cboe's Henry Schwartz Share His Unique Perspective on the State of the US Options Industry @ CSTA 2024

ABOUT

SPEAKER DATE: August 16  -  TOPIC: State of the US Options Industry

Henry Schwartz, an experienced trader, innovator, and derivatives expert, is the Vice President and Global Head of Client Engagement at Cboe Global Markets, Inc. (Cboe). Schwartz joined Cboe following its acquisition of Trade Alert, a specialized market data company he founded after nearly 15 years in the industry. At Cboe, Schwartz leads a team of professionals who ensure the satisfaction and success of a diverse client base, including banks, market makers, brokers, hedge funds and prop traders. His team supports a range of data-driven tools and services provided by the Data and Access Solutions division, including Risk and Market Analytics, Market Data and Access and Cboe Global Indices. Schwartz's journey in derivatives began on the Cboe floor as a runner for Blair Hull in the early 1990s, followed by market-making roles in New York, Frankfurt, and Paris. Drawing upon his experience providing liquidity and managing risk, he moved to the institutional sell-side where he led index trading desk at Salomon Brothers and Bear Stearns, ultimately moving to Bank of America to create the electronic market making business coincident with the launch of the ISE. The shift towards automation and market fragmentation inspired Schwartz to found Trade Alert in 2005, which rapidly emerged as a leading provider tools and services for real-time, quantitative, and qualitative analysis of option market dynamics. Schwartz holds a Bachelor of Arts in Economics from the University of California, San Diego, and an MBA from the Leonard N. Stern School of Business at New York University. He is well-regarded for his regular appearances in industry events and media, and he actively collaborates with the academic and research community to promote innovation and partnership.

Join us @ CSTA 2024's off-off stage events: Sparking connections. Nightlife included.

Explore Market Structure with Expert Larry Tabb: Insights #CSTA2024

ABOUT

SPEAKER DATE: August 16 - TOPIC: The Actual Market Structure Discussion

Larry Tabb is the Director of Market Structure Research at Bloomberg Intelligence, writing research as well as managing a team focused on financial markets infrastructure, technology, regulation, and trading practices. Prior to joining Bloomberg, Larry was Founder and Research Chairman of TABB Group, the financial markets’ strategic advisory and research firm. Prior to TABB Group, Larry wrote research for TowerGroup, managed business analysis for Lehman, and ran various operations for CitiGroup. Larry has testified for the US Senate Banking Committee, was on the SEC Fixed Income Market Structure Advisory Committee, the CFTC Technology Advisory Committee (TAC) and has spoken at and moderated countless industry events. In 2022, Mr. Tabb received the Security Traders’ Association Dictum Meum Pactum (My Word Is My Bond) award for “those individuals who have demonstrated an unwavering commitment to the betterment of the financial services industry and have exhibited acts of integrity at the highest level.”

CSTA 2024 Updates: Patrick McEntyre Returns as our Conference MC!

ABOUT

SPREAKER DATES: August 16 & 17 - TOPIC: Conference MC, Moderator, Wearer of Many Hats

As Co-head of Institutional Sales, Patrick oversees sales for ETFs, Portfolio Trading, Electronic Trading, and Equity Derivatives. Additionally, he leads the Electronic Trading & Services group, providing institutional clients with expertise in Direct Electronic Access (DEA) and algorithmic trading strategies.

With over 25 years of trading experience, he is a leading voice in shaping the Canadian regulatory landscape. His contributions include regular participation in industry comment letters and involvement with advisory committees like MSAC and MRAC. Currently, he co-chairs the CSTA's Trading Issues Committee and serves on the NBF's Best Execution Committee, demonstrating his commitment to ensuring best practices in the industry.

CSTA 2024 Conference JOIN US IN QUEBEC CITY AUGUST 15-18 - REGISTRATION IS OPEN!!

REGISTER NOW!! 

CSTA Welcomes Tara Leyden as our 2024 Conference Coordinator

To all CSTA members and non-members:

It is our distinct pleasure, on behalf of the CSTA Board of Directors, and all our members and partners, to announce that Tara Leyden will be joining our team as Conference Coordinator 2024.

Tara brings a ton of experience organizing large-scale events within our industry. Her ability to project manage, along with her discipline, organizational and communication skills will serve the CSTA and its members well. 

Tara is a team player who will work closely with CSTA personnel to ensure our conference maintains its stature as the leading event in the industry. As a reminder, the Annual CSTA Conference will be held in beautiful Quebec City from August 15^th – 18^th, 2024.

Welcome Tara, we look forward to collaborating with you to advance the CSTA’s agenda.

John Christofilos, CSTA President and Bobby Iuculano, CSTA Chair

Biggest Thanks To You For Making The Conference A Success

The CSTA would like to thank our members, sponsors, vendors, speakers, participants, attendees, volunteers, and friends of the CSTA for making our 28^th Annual Conference one of our best yet!!! A special thank you  to Kananaskis Village – your beauty and hospitality was exceptional and well received by us all. 

This year’s conference again featured industry leading experts with outstanding content, leading to strong attendance at all the sessions during the formal part of our conference. We also saw a record number of buyside & US attendees this year.These highlights along with two outstanding social/networking  events topped off a great few days in the mountains of Alberta. The Boundary Ranch evening, and our closing Casino Royale party, provided opportunities to gather with our friends, and contributed to a highly successful conference by all measures. 

We welcome all feedback and in the coming days, we will invite you to complete a survey to help us build another great event next year in Quebec City.

Thanks, 

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Returning as our Conference Moderator is Patrick McEntyre!

Patrick is Co-Head of Institutional Sales for ETFs, Portfolio Trading, Electronic Trading, and Equity Derivatives. He also heads up the Electronic Trading & Services group, which offers DEA and algorithmic trading strategies to institutional clients. He has over 25 years of trading experience.

Prior to NBF, he was with ITG Canada as a Director in their electronic brokerage group and headed up their Commission Management Services. He spent his formative years in Montreal at boutique global investment dealer Pavilion Global Markets where, as the Head of North American Equity Trading, he was instrumental in developing their portfolio trading capabilities in both Canada and the U.S.

He has been actively involved in shaping the Canadian regulatory environment through regular participation in industry comment letters and contributions to advisory committees like MSAC, MRAC, and as current co-chair of the CSTA’s Trading Issues Committee. He is a sitting member of NBF’s Best Execution Committee, which is mandated to ensure best practices in trading for all NBF client flow.

Patrick is a CFA and went to most of his classes at the University of Western Ontario.

Announcing our President John Christofilos as a Panel Moderator at the 2023 CSTA Conference

John Christofilos leads a team responsible for trading AGF’s Assets Under Management across its Retail, Institutional and Private Client portfolios. He is also a member of AGF’s Business Development unit with responsibility for reviewing and leading Capital Markets opportunities and technology advancements.

John is a member of The Office of the CIO – a structure within AGF’s Investment Management team. This leadership structure encourages and further embeds collaboration and active accountability across the Investment Management team and the broader organization.
 
John’s career has spanned more than 30 years, with experience on both the buy- and sell-side. Before joining AGF in 2013, he served as Managing Director at Canaccord Genuity, leading the firm’s efforts in electronic and program trading. Prior to Canaccord, he worked as Senior Managing Director for E*TRADE Institutional, a full-service financial services firm based in New York City & Palo Alto California.
 
John also serves as President of the Canadian Security Traders Association, and is a member of the Board of Directors of the Canadian ETF Association (CETFA) and Tradelogiq Markets. In addition, he serves on the Ontario Securities Commission’s Market Structure Advisory Committee and is a Board member of The Bay Street Children’s Foundation (BSCF).
 
John holds a Bachelor of Science degree from San Diego, California-based United States International University, where he played Division 1 Hockey and Baseball.

Don't Miss this Unique Opportunity to Hear Rob Verderese Speak at the 2023 Conference!

Robert Verderese leads Virtu’s Customer Market Making Cash Trading Desk. Virtu uses advanced technology and transparency to deliver liquidity to the global capital markets and help clients pursue best execution in a scalable, efficient and data-driven manner.
 
Robert was one of the original employees at Knight Capital (also known as KCG Holdings, Inc.) before it was acquired by Virtu Financial in 2017. He has over 20 years of experience in the wholesale equity market making segment and prior experience includes roles as Head of Institutional Trading and running the trading desk in London.

Don't Miss this Unique Opportunity to Hear Rob Verderese Speak at the 2023 Conference! (copy)

Robert Verderese leads Virtu’s Customer Market Making Cash Trading Desk. Virtu uses advanced technology and transparency to deliver liquidity to the global capital markets and help clients pursue best execution in a scalable, efficient and data-driven manner.
 
Robert was one of the original employees at Knight Capital (also known as KCG Holdings, Inc.) before it was acquired by Virtu Financial in 2017. He has over 20 years of experience in the wholesale equity market making segment and prior experience includes roles as Head of Institutional Trading and running the trading desk in London.

Don't Pass up the Opportunity to Hear Greg Heath Speak at the 2023 Conference!

• Greg is a Managing Director in the RBC Capital Markets energy investment banking group with responsibility for leadership of RBC’s Canadian upstream oil and gas investment banking practice. Additionally, Greg leads RBC’s North American Project Advisory and Finance Practice. Greg is one of RBC’s senior banking professionals leading coverage of the energy transition sector, with a core focus on carbon capture, utilization and storage (CCUS), hydrogen, renewable gas and biofuels
• Greg is a member of RBC’s Canadian Investment Banking Management Committee and the Canadian Opinion Review Committee
• Greg is a Professional Engineer with 27 years of experience in the petroleum industry, with the past 12 years in investment banking (corporate finance and MA&D). He has led both execution and counterparty negotiation through a wide range of corporate transactions, asset acquisitions and divestitures, with an aggregate transaction value of over C$35 billion dollars across more than 50 successful transactions. Greg was previously a Partner at McDaniel & Associates, a leading Canadian independent evaluator and reservoir engineering firm. While at McDaniel, Greg led a technically specialized group within McDaniel that focused on the evaluation and reservoir engineering for unconventional resources including oil sands (in situ and mining), coal bed methane and shale gas
• On behalf of the Society of Petroleum Evaluation Engineers and in conjunction with the Alberta Securities Commission, Greg has served as primary author for industry guidelines relating to the evaluation of reserves and resources for coal bed methane and oil sands. He has been qualified by the Alberta Court of Queen’s Bench as an expert witness in matters relating to oil sands, oil sands valuation, upgrading and refining. Greg has worked with the Alberta Government in an advisory capacity on initiatives relating to liability obligations and remediation (ARO) and CCUS
• Greg is a Professional Engineer with a Bachelor of Applied Science from Queen’s University at Kingston (Class of 1996)

Don't Miss Your Chance to Hear Sapna Patel Speak at the 2023 Conference!

Sapna C. Patel is the Head of Market Structure and Liquidity Strategy at Morgan Stanley for the Americas and is an Executive Director on the Morgan Stanley Electronic Trading desk. In her current role, Ms. Patel focuses on market structure issues, regulatory developments, order routing and liquidity strategies, as well as business development.
Prior to joining the desk in 2008, Ms. Patel spent three years as an institutional equities coverage attorney in the Morgan Stanley Legal and Compliance Division. Ms. Patel began her career at the U.S. Securities and Exchange Commission in the Division of Trading and Markets (formerly the Division of Market Regulation) and held various positions during her five years at the agency.
Ms. Patel currently is the Chair of the SIFMA Equity Markets and Trading Committee and previously served as the Chair of the FINRA Market Regulation Committee. She also participates on the STA Market Structure Analyst Committee and on the Cboe Equity Advisory Committee, and is a member of the National Organization of Industry Professionals. Ms. Patel serves on the Markets Media Women in Finance Board and was the recipient of the Markets Media Women in Finance 2015 Excellence in Market Structure award.
Ms. Patel holds a Juris Doctorate degree from the University of Maryland School of Law and Bachelor of Science degrees in Criminal Justice and Psychology from American University.

Join us for an Engaging Discussion on Energy Transition with Lisa Mueller at the 2023 Conference!

Lisa Mueller is educated as a mechanical engineer with over 20 years of technical and business development experience. Lisa began her career in the space sciences on a NASA project, then moved into the commercial arena by founding and growing her own manufacturing company. Most recently, she served as Senior Business Development Manager of Infrastructure at Shell Canada and President & CEO at Epoch Energy Development. Lisa joined Razor Energy in 2017 as Vice President New Ventures.
In response to the global energy complex embracing a lower-carbon future, Razor Energy created a wholly owned subsidiary, FutEra Power. In 2023, the Alberta Investment Management Corporation, or AIMCo, purchased a majority stake in FutEra. As President and CEO of FutEra Power, Lisa aims to leverage Alberta’s current energy assets to develop a cleaner energy tomorrow, beginning with Canada’s first operating co-produced geothermal power plant.

Dive into the World of Sustainable Trading with Duncan Higgins at the 2023 CSTA Conference!

Duncan Higgins is the founder and CEO of Sustainable Trading, the non-profit membership network supporting the financial markets trading industry to implement improved Environmental, Social and Governance business practices. With 25 years’ experience in financial markets, he held various positions at the agency broker and trading technology provider ITG (acquired by Virtu Financial), took Turquoise from start-up to its acquisition and spent nine years with UBS Investment Bank. Duncan is also a senior adviser to the independent investment bank Liberum.

Join Us for an Engaging Discussion with Dr. Marlene Puffer at the 2023 CSTA Conference!

Dr. Marlene Puffer is AIMCo’s Chief Investment Officer. She joined AIMCo in 2023, and is responsible for Real Estate, Infrastructure, Private Equity and Private Debt and Loan, Fixed Income, Private Mortgages, Economics and Fund Strategy and Public Equities — addressing clients' needs for both liquid and illiquid investments.

Marlene has an excellent investment track record and a wealth of experience in traditional and alternative investments, capital markets, and pension governance. She has held CEO, senior roles and board positions at major Canadian pension funds and investment dealers. Most recently, she was the President and Chief Executive Officer at CN Investment Division, accountable for all aspects of the investment management and organizational oversight of the CN Pension Trust Funds.

She is the former vice-chair of the Board of the Healthcare of Ontario Pension Plan (HOOPP) and past president of Women in Capital Markets. Marlene is a CFA charterholder and received her Ph.D. in Finance and Statistics from the Simon Business School, University of Rochester.

GOLF IS SOLD OUT

IMPORTANT: Stoney Nakoda Resort Last Day to Reserve is June 30, 2023

THE HOTEL IS SOLD OUT OF CSTA NEGOTIATED RATES AND NON CSTA RATE

PLEASE CHECK BACK WITH HOTEL RESERVATIONS FOR ROOM AVAILABILITY AS PEOPLES PLANS MAY CHANGE AND ROOMS MAY BECOME AVAILABLE.

We have a block of rooms available at Stoney Nakoda Resort:  Shuttle service will be provided to Kananaskis Mountain Lodge. Reservations must be made with a credit card by calling sales at 403-881-2853 and requesting the CSTA block. Room Types: Junior King Suites & Jetted Tub King Suites ranging in price from $337 to $405 per night. 

The last day to book these rooms is June 30, 2023.

Starting next week, we will have an online hotel reservation system for hotels in the area. For these hotels, we will not be providing shuttle service.

Join Us for an Unforgettable Talk by Jean-Christophe Boucher at the 2023 CSTA Conference!

Jean-Christophe Boucher is an Associate Professor at the School of Public Policy and at the Department of political science at the University of Calgary. His current work focuses on applied machine learning to understand how the digital world shapes society. He is a Fulbright Scholar and is currently responsible for projects funded by the Department of National Defence (DND) to study information operations; the Social Science and Humanities Research Council (SSHRC) to understand civil-military relations in Canada; and holds grants from Alberta Innovates and the Vaccine Confidence Fund, and Merck to study vaccine hesitancy on social media to develop better communications strategies and tools to increase vaccine uptake. He holds a BA in History from the University of Ottawa, a MA in Philosophy from the Université de Montréal and a Ph.D. in Political Science from Université Laval. He specializes in international relations, with an emphasis on foreign policy, international security, and data analytics.

Don't Miss Stephen Berte at the 2023 CSTA Conference!

As President, Stephen Berte is responsible for the strategic direction and growth of BIDS Trading, the Alternative Trading System designed to increase competition and liquidity in equity trading markets around the world.
Berte began his career at Standard Life Investments (SLI) in 2003, where he spent nearly 17 years. Berte’s career at SLI started as an equity trading assistant and evolved into roles that included Global Head of Equity Trading based in Edinburgh, UK, as well as Head of Trading in the Americas across all asset classes including equity, FI, derivatives, money markets, and FX. Berte also sat on the Executive Management Committee and the Investment Management Committee in the Americas, shepherding the growth of the US business and delivering world class outcomes to their clients.
From SLI, Berte spent his next three years at Liquidnet Holdings and Tourmaline Partners, operating in a variety of strategic roles including business development, relationship management and corporate strategy helping to grow both businesses.
Berte graduated from Brown University with a BA in sociology and holds FINRA Series 7, 24, and 63 licenses.

Come See Nimar Bangash at the 2023 CSTA Conference

Mr. Bangash is the Co-Founder and CEO of Obsiido. Obsiido is a technology enabled investing platform providing retail wealth with access to professionally managed investment opportunities across private markets, real assets, and hedge funds.
Mr. Bangash has over a decade of investment industry experience in progressively senior product and strategy related roles. Prior to founding Obsiido, Mr. Bangash was head of investment products at AGF Investments where he was responsible for AGF’s multi-billion-dollar suite of pooled investment solutions. Over the course of his career, Mr. Bangash has led dozens of investment fund launches across a variety of public and private asset classes. Prior to AGF, Mr. Bangash was program lead for a leading Canadian bank’s separately managed account program, Investment Consulting Service.
Outside of Obsiido, Mr. Bangash volunteers with the Alternative Investment Management Association and the Sinai Health Foundation.
Mr. Bangash holds the Chartered Investment Manager designation, the Chartered Alternative Investment Analyst designation as well as degrees from Wilfrid Laurier and Queen’s University.

2023 CSTA Conference: Registration Deadlines

Golf Registration:  Last day to register for golf is June 30, 2023

Hotel Reservations:  Rooms are still available from Thursday to Sunday.

We have added rooms at the Crosswater Building and at  the Stoney Nakoda Resort. From Stoney Nakoda Resort to the conference hotel, we will offer shuttle service. Once you register, the confirmation email will contain information on how to make hotel reservations.

Don't Miss Meghan Chayka on Thursday August 17 at the 2023 CSTA Conference

Meghan Chayka is a Co-Founder/CEO of Stathletes, a hockey data and analytics company. Stathletes provides industry leading hockey insights in over 22 leagues worldwide and has scaled to the highest professional levels across North America and Europe. In another industry role, Meghan is a Data Scientist in Residence at the Rotman School of Management at the University of Toronto. She was featured on the insert cover of the Hockey News’ Top 100 of power and Influence, listed at 95 overall and in the Top 10 for Hockey Business Executives. Meghan and Stathletes have also been awarded Top Young Entrepreneur of the Year for 2018/2019 by the Ontario Chamber of Commerce and Top 40 under 40 in hockey for the Athletic in 2019 & 2020. She is on the board of advisors of US Integrity in the sports betting space. Meghan works with Fanduel to have a "Strength in Numbers" segment weekly on TSN.  She also appears on ESPN NHL draft and programs such as Daily Wager. 

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Biggest Thanks To You For Making The Conference A Success

The CSTA wishes to thank all the Sponsors, Vendors, Supporters, Contributors, Associates, Speakers, & Participants, for their tremendous support of the 27th Annual CSTA Conference in Niagara-on-the-Lake.

The CSTA also wishes to acknowledge and thank the many volunteers and organizers for their personal time and substantial commitment in making this Conference a success.

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CSTA Special Announcement and 2022-2023 Executive and Board of Governors  

 This is a long one - but worth the read!

Special Announcement – To the Canadian Security Traders Association Executive and Board of Governors and all Affiliate Members it is with mixed emotions that we announce, effective August 20th, 2022, Peggy Bowie has decided to fully retire. She has been the CSTA President since 2012. Peggy has been an integral part of the CSTA, as one of a few founding members in 2000. Her contributions will always be valued and remembered. Her hard work, commitment and dedication are worthy of all admiration. While we will miss Peggy tremendously, we wish her the best of luck in her next chapter. 

“For me, being President of the CSTA has been an honour and a labour of love. To provide Members the opportunity to have a say in the rules that govern our industry, meet and exchange views and information with peers and regulators. And really important, education on market structure issues both here and abroad.” - Peggy Bowie 

A Toast to Peggy by Doug Clark 

I would like to share a few thoughts on the current CSTA President, Peggy Bowie. Peggy is far too
humble to enjoy moments like this, so I will make my remarks brief – Peggy I am sorry, but this needs to
be said.

The 2022 conference will be the last year Peggy will act as our President. She has made the decision to
finally retire, and enjoy time with the family. Peggy has been our President since 2012, and was one of a
very small number of folks that founded the CSTA in 2000. She will be greatly missed.

I was blessed with the opportunity to introduce Peggy, in 2019, when she won the Security Traders’
Association – our US Parent foundations’ – coveted Dictum Meum Pactum award. Peggy was just the
second non-American to win this award, in the STA’s 88 year history. (The first was her predecessor,
Sonny Lennon). In the lead up to that event, I sat with Peggy and asked her about her career. Peggy
started as a bond trader many years ago – no need for me to say the exact year. But when she started,
women traders were unheard of. Sadly, in those days women were not treated very well on Bay Street.
Back then when Peggy would go to a conference, she often wasn’t allowed to enter via the main doors.
Other traders, seeing a young female in attendance would assume she was part of the wait staff, or the
entertainment, rather than believe she was a trader.

But Peggy pushed through the prejudice, and misogyny. Going on to become an industry leader. She did it
by working harder, exceeding expectations, asking questions, creating strong bonds, and being reliable.
She broke glass ceilings, and set a standard – not just for young females, but for everybody.

If you had told me, in early 2020 that a Global Pandemic would largely shut down the world for 2 plus
years, and result in the CSTA having to cancel both the 2020 and 2021 in person events, I would not
have believed the organization would be able to survive the aftermath. But the organization didn’t just
survive, it thrived. Peggy, and her wonderful team, focused on the CSTA’s other work – advocacy,
education and networking. They engaged with stakeholders, and delivered value, when many such
organizations withdrew, and licked their wounds. We quickly pivoted to newer technologies, and
delivered virtual events. We found speakers that were able to speak to the unique needs of
unprecedented times, and our audience responded.

Peggy reminded all of us of the CSTA’s real mandate. To give voice to market practitioners in an effort to
shape Canadian markets for the better. To draw on the expertise of our membership, and share that
knowledge with regulators and traders. To advocate for fair and efficient markets, that work for the
institutional trading community, but are also considerate of views from exchanges, retail desks, liquidity
providers and issuers. To understand the full story, and make sure our opinions are well thought out,
and considerate of the entire ecosystem.

During her time with the CSTA, even before taking on the President’s role, Peggy has had a history of
identifying and mentoring emerging talent in our market. These young leaders have helped up to
constantly stock the shelves with new ideas, energy and perspective.

And Peggy’s influence has not just been within Canada. As mentioned earlier the STA recognized her in
2019, for her effort, including her role running the STA’s International Committee for several years.
Peggy has made countless trips to Congress, the SEC and FINRA to explain cross border trading issues,
and try to ensure more efficient trade between the two markets.

Markets are vital to any countries long term economic success. Efficient primary, and secondary markets
allow entrepreneurs to efficiently raise capital and grow our economy. Peggy’s efforts, both in industry
and within the STA / CSTA have made Canadian markets better.

Peggy, your footprint will long be seen on the CSTA, and on the careers of many folks in this room –
myself included. We owe you a huge debt and wish you all the best in your retirement.

So if we can all raise a glass, Thank you Peggy! Cheers!

Our New President - The CSTA Board is excited to announce, John Christofilos, Chief Trading Officer at AGF Investments Inc., has been elected to serve as the CSTA President effective August 20th, 2022.  

While maintaining his role and responsibilities at AGF, John will serve as an active representative of the CSTA, including operating as the liaison between our Affiliates both in Canada and the US.   

"I am honoured to be named CSTA President and excited to serve as a national voice and advocate for our affiliate trading organizations across Canada. Trading is foundational to our securities markets, and promoting strong ethics and business practices among market participants – as well as free and open access – is essential for markets to function properly.” - John Christofilos 

For those of you who were in attendance at Conference last week, you had the opportunity to be a part of John’s big energy, willingness to be involved and his commitment to learn and look for opportunities to make the CSTA even better. Welcome John, you have big boots to fill, but we are all confident in you! 

CSTA Executive and Board of Governors 2022-2023 -Announced at the General Meeting August 20h, the new CSTA Executive and Board of Governors for 2022-2023. Thank you to Alia Durbarry and Geoff Graae for their contributions to the board for the past 2 years. And a big thank you to Stephane Ouellette, who has been an active member of the board, executive (Chair), Past Chair for 2 years and participated in numerous committees. Thank you all for maintaining a positive forward-thinking energy for the CSTA community during this unprecedented time. 

Please join us in congratulating the incoming Executive and Board of Governors. We have many fantastic events planned including the Annual Conference, August 2023 in Kananaskis, Alberta.  

CSTA EXECUTIVE BOARD 2022-2023:  

• Chair                    Karen Jardim, ATB CM             
• Vice Chair            Bobby Iuculano, Canaccord 
• Treasurer             Meena Saggar, BMO 
• Secretary             Christian Yacoub, AIMCo 
• Past Chair            Paula Sexsmith, Viewpoint Investment Partners 
• President             John Christofilos, AGF 

CSTA BOARD OF GOVERNORS 2022-2023:  

• Lukasz Darowski, Pender Funds  
• Janhavi Nandre, Mackenzie Investments  
• Rob Gouley, OMERS  
• Ahmad El Baba, CIBC 
• Ethan Parish, CIBC  
• Dax Letham, J Zechner  
• Dan Michaliov, CIBC 
• Joany Page, BMO CM  
• Beha Abasi, Scotiabank 
• Calvin Buchanan, PI Securities  
• Joe Tibble, PH&N  
• Geoff Graae, ARM Energy  
• 1-Year board elect - Eric Stockland, BMO  

https://canadiansta.org/board  

GOLF REGISTRATION CLOSING ON FRIDAY!

GOLF registratioin closing on friday!

HOTEL IS SOLD OUT THURSDAY & FRIDAY

the hotel is sold out for thursday & friday night (both csta negotiated rates & general inventory) . limited rooms available for saturday night.

THERE ARE 2 HOTELS WITHIN 5 MINUTES OF THE WHITE OAKS WITH AVAILABILITY. Please click on the below links to reserve.

Hilton Garden Inn

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2022 CSTA CONFERENCE SPEAKER PROFILE: LIZ SIMMIE

2022 CSTA CONFERENCE ONLY 3 BOOTHS LEFT

2022 CSTA Conference Sponsor/Vendor Profile: TMX

2022 CSTA Conference Speaker Profile: Heather Killian

2022 CSTA Conference Speaker Profile: Jesse Greif

2022 CSTA Conference Preliminary Agenda Now Available

Preliminary Agenda is now available for the 27th Annual CSTA Conference!

Highlights:

• Keynote Address: The Problem with Diversity in Investing
  Moderator:  Rosanna Bruni
  Speaker: Liz Simmie, Honeytree Investment
• Trading Digital Assets
  Moderator: Stephane Ouellette, FRNT
  Panelists: Alex Tapscott, Ninepoint
  Eric Richmond, Coinsquare
  Mike Rabkin, DV Chain
• Tips for Traders
  Kevin McCoy, IIROC
  Alex Taylor, IIROC
• Development in the TCA Space
  Moderator: TBA
  Panelists: Evan Young, Spacetime
  Mark Davies, S3
  Vincent Gregoire, Berkindale
• Battle of the Bands
• An Evening at Wayne Gretzky Estates
• Golf at Penlakes
• Tennis Camps for Children & Adults

2022 AWVF SPONSOR PROFILE: VIRTU

2022 AWVF SPONSOR PROFILE: NASDAQ

2022 AWVF VENDOR PROFILE: FRNT

2022 AWVF VENDOR PROFILE: IRESS

2022 AWVF VENDOR PROFILE: CLEARPOOL

2022 AWVF VENDOR PROFILE: TMX

2022 AWVF SPONSOR PROFILE: STONEX

2022 AWVF SPONSOR PROFILE: ION MARKETS

2021 CSTA FORUM SPEAKER SPOTLIGHT: RIZWAN AWAN

2021 CSTA FORUM SPEAKER SPOTLIGHT: LESLEY MARKS

2021 CSTA FORUM SPEAKER SPOTLIGHT: DAN KESSOUS

2021 CSTA FORUM SPEAKER SPOTLIGHT: BRYAN BLAKE

SAVE THE DATE: CSTA CONFERENCE

Due to COVID, the CSTA is postponing the 2021 conference to 2022.

CSTA AWVF: Thank you

CSTA AWVF: Tethys Technology, Inc. 

You must register to gain access to the virtual event platform for Video Chats & Virtual Networking

CSTA Vendor Fair March 2021

Tethys Technology, Inc. is pleased to join the Canadian Security Traders Association for the Annual Winter Vendor Fair Please stop by at our virtual booth, where we’d be pleased to chat with you about our award winning products and solutions. 

Tethys Technology, Inc. is an industry leader in financial software development, algorithmic trading and market-microstructure research. Since 2001, Tethys has focused on developing analytics and toolsets that allow our clients to achieve optimal trade-execution. Tethys clients include asset managers, hedge funds, CTAs and broker-dealers who utilize our products to improve their trade execution, conduct real-time benchmarking and historical simulations. Our products allow users to execute diverse investment strategies, manage risk and conduct TCA across asset-classes and geographic locations using a single robust platform. Tethys delivers a unique comcomputing.

CSTA AWVF: List Group

You must register to gain access to the virtual event platform for Video Chats & Virtual Networking

CSTA Vendor Fair March 2021

LIST is pleased to join the Canadian Security Traders Association for the annual Vendor Fair Please stop by at our virtual booth, where we’d be pleased to chat with you about our award winning products and solutions – FastTrade, LookOut and JANUS.

LIST understands the client’s needs within the demanding market place from trading, to making markets through to assessing risk and compliance in real time, without having to build solutions from scratch. We are here for you….

      …to innovate your business!

LIST is a leading financial technology provider to the global trading community, including trading venues, market makers, brokers, asset managers, risk managers and compliance officers. LIST’s innovative turnkey products and delivery, driven by customers’ needs, together with a skilled and determined young team play a key role in supporting successful business growth in today’s volatile times. Continuous innovation and client partnerships around the globe have built trust and reliance on LIST’s unique real-time and data analytics capabilities.

Virtual Educational Forum

SAVE THE DATE: CSTA VIRTUAL EDUCATIONAL FORUM

2020 AWVF Roundup

On February 20, 2020 the Canadian Security Traders Association Inc. (CSTA) held its Annual Winter Vendor Fair at the Toronto Region Board of Trade-Lennox Hall.  Thank you to our vendors & sponsors for making this a successful event.

participating sponsors & vendors

2020 AWVF VENDOR PROFILE: ION MARKETS

BAR SPONSORS:
FOOD SPONSORs:

VENDORS:

2020 AWVF VENDOR PROFILE: TMX GROUP

VENDORS:

2020 AWVF VENDOR PROFILE: CHARLES RIVER DEVELOPMENT

VENDORS:

2020 AWVF VENDOR PROFILE: REFINITIV

VENDORS:

2020 AWVF VENDOR PROFILE: IRESS

VENDORS:

2020 AWVF VENDOR PROFILE: NASDAQ

VENDORS:

2020 AWVF VENDOR PROFILE: TRADINGSCREEN

VENDORS:

2020 AWVF VENDOR PROFILE: THE LIST GROUP

VENDORS:

2019 CSTA CONFERENCE: VIRTU FINANCIAL AFTERPARTY

2019 CSTA CONFERENCE SPEAKER PROFILE: MARIO CIANFARANI

Mario Cianfarani is head of Institutional & Retirement for Vanguard Investments Canada Inc. Before joining Vanguard in June 2015, Mr. Cianfarani was a portfolio manager at a Canadian ETF provider, responsible for domestic and global equity ETFs and sector-based, North American covered call ETFs.

Mr. Cianfarani has held senior trading and marketing positions with a number of Canadian capital markets teams. His experience includes trading equity derivatives and marketing derivative-related risk management solutions to a broad range of clients.

Mr. Cianfarani earned a degree in Applied Mathematics and Humanities from York University and is a CFA® charterholder.

2019 CSTA CONFERENCE SPEAKER PROFILE: KEVIN SAMPSON

As President, Equity Trading, Kevin leads the trading businesses of Canada’s premier equity Exchanges, Toronto Stock Exchange (TSX), TSX Venture Exchange, and TSX Alpha Exchange and is a member of TMX’s Executive Operating Committee. His responsibilities include developing and evolving an integrated strategy, creating new innovative products and services, and overseeing the business development activities for TMX’s equity trading business. In addition, Kevin is accountable for the reliable operations of TMX’s equities marketplaces.

Kevin joined TMX Group in 2006 and has held various leadership positions across multiple facets of the equities division, including business development, strategy, and product management. Prior to TMX, Kevin spent 7 years at SS&C Technologies, where he held senior positions in product management and Sales. Kevin has been an active contributor to constructive dialogue regarding market structure and policy issues in Canada over the years as a member of various industry committees, including the OSC Market Structure Advisory Committee and IIROC’s Market Rules Advisory Committee (MRAC).

2019 CSTA CONFERENCE SPEAKER PROFILE: JOELLE TARRANT

Joelle Tarrant heads up HSBC’s newly created Global Market Structure team, and Index Strategy Group. She is responsible for developing and building the product globally alongside the regional teams. This includes advising both the bank and clients on regulatory issues affecting the financial services sector, venue analysis, exchange trends and technology, representing HSBC at industry events and producing research on market structure developments and legislative reforms.

Prior to joining HSBC, she established and ran European Market Structure at RBC and began her career in the Equities Sales and Trading division at Citi. 

2019 CSTA CONFERENCE SPEAKER PROFILE: TYLER GELLASCH

Tyler Gellasch is the Executive Director of the Healthy Markets Association, where he leads the organization's efforts on market structure reforms. Gellasch, a former senior US Senate and SEC staffer, is a leading policy adviser on a host of trading-related issues in the US capital markets. Healthy Markets has engaged with market participants and regulators in the US and Europe for several years in crafting a more optimal research market for investors. His views are frequently sought by Members of Congress, regulators, market participants, and the press. 

2019 CSTA CONFERENCE: TMX AFTERPARTY

2019 CSTA CONFERENCE SPEAKER PROFILE: JAMIE ANDERSON

Mr. Anderson has responsibility for advising the exchange on all legal matters including securities, corporate-commercial, real estate, employment, and intellectual property law. Mr. Anderson leads the organization’s corporate governance programme and advises the CSE Board in terms of governance practices and direction. His portfolio also includes a broad range of company-wide strategic and regulatory issues, as well as being the CSE’s Chief Privacy Officer. Mr. Anderson is a member of the Ontario Securities Commission’s Market Structure Advisory Committee. Mr. Anderson chaired the Canadian Capital Markets Association’s Legal and Regulatory Working Group to successfully transition Canada to T+2 settlement.

Prior to joining the CSE, Mr. Anderson held executive and senior level roles at several of Canada’s largest and systemically important financial institutions, including The Canadian Depository for Securities Limited where he was most recently Chief Legal Officer. He has championed many strategically important transactions and initiatives including large M&A deals, complex litigation, and default resolutions. He has authored many papers, including “Accessing and Use of Securities Clearing – Fit in Finance” in Thomson Reuters’s “Law in International Finance”.

Mr. Anderson received his B. Comm. (Finance), B. Sc. (Economics), and LL.B. from Dalhousie University, MBA (Management) from Saint Mary’s University, and LL.M. (Banking & Financial Services) from York University (Osgoode Hall Law School). He is a member of the Law Society of Ontario. Mr. Anderson is Vice-Chair of the Board of Management of Swansea Town Hall (an agency of the City of Toronto) and Chair of its Governance Committee.

2019 CSTA CONFERENCE SPEAKER PROFILE: MARK DAVIES

Mark Davies is Co-Founder and CEO of S3, a full-service compliance and trade analytics software. He is responsible for the organization's business strategy, the executive team, and has oversight of the company’s day-to-day operations, including client relations, sales, and business development.

A financial services executive with over 15 years experience in fintech and regtech, Mr. Davies has deep industry knowledge in trading technology, particularly trade surveillance, best execution analysis, and regulatory reporting. Currently, Mark is leading the industry on market structure and regulatory reporting requirements for the Securities and Exchange Commission's (SEC) Rule 606 under Reg NMS and is sought after for his subject matter expertise.

Mr. Davies co-founded S3 in 2002. In 2004, S3 launched its first trading analytics product, redefining S3’s core business. Since then, under Mr. Davies guidance, S3 has improved trust in the industry through appropriate and intelligent disclosure via regulatory reporting and analytics.

Mr. Davies holds a Bachelor’s of Science degree in Computer Science from the Massachusetts Institute of Technology (MIT). He lives in Austin, Texas with his wife and three children. 

2019 CSTA CONFERENCE SPEAKER PROFILE: STEPHANE GALZIN

Stephane, currently a PhD candidate at HEC Montréal in the financial engineering department, is a member of the GERAD research center and the Canada Research Chair in Risk Management.

Before joining this program, Stephane spent 15 years working alternatively as a tech entrepreneur and as an analyst in the financial industry. It is this background in algorithmic execution and microstructure research, combined with the ever-changing landscape of markets and technologies, which have led to him to focus his research on how algorithmic trading changes the way information is disseminated via prices in the contemporary trading ecosystem.

Stephane, who has taught an introductory course on microstructure and algorithmic trading at ENSAI university as well as statistics at HEC Montréal, holds an MsC in math and computer science from Dauphine University (Paris) and an MsC in capital markets from Conservatoire National des Arts et Métiers (Paris).

2019 CSTA CONFERENCE SPEAKER PROFILE: BRUCE MARANDA

2019 CSTA CONFERENCE SPEAKER PROFILE: ROBERT BARNES

2019 CSTA CONFERENCE SPEAKER PROFILE: BLAKE CORBET

Mr. Corbet has over 25 years of experience in London, New York and Toronto providing advisory and capital markets services to small-cap, mid-sized and large companies. In particular, Mr. Corbet has completed a wide variety of financing and corporate advisory assignments including published formal valuation and fairness opinions for Maritime Tel & Tel in the formation of Aliant, and for ACC TelEnterprises. Prior to joining PI Financial in 2010, Mr. Corbet worked as a senior investment banker at Haywood Securities and before that CIBC World Markets covering the Technology, Media and Telecom Sectors. Prior to 1996, Mr. Corbet worked as a Vice President in the London investment banking offices of Salomon Brothers.

2019 CSTA: CSTA HAS 2 ROOMS AVAILABLE

The CSTA has two rooms available at the CSTA Block Rate, on a first come basis.  Please contact Janice Cooper at [email protected]

2019 CSTA CONFERENCE SPEAKER PROFILE: BRETT REDFEARN

Brett Redfearn was named the U.S. Securities and Exchange Commission’s Director of the Division of Trading and Markets in October 2017.

Mr. Redfearn joins the SEC from J.P. Morgan, where he was Global Head of Market Structure for the Corporate and Investment Bank.

Mr. Redfearn has a long history in the U.S. equity markets, having worked with investors, exchanges and broker-dealers. During his career, he has focused on how technology, regulation and business trends are changing trading patterns across asset classes and geographic regions. He has helped build electronic trading products, worked closely with exchanges and other trading venues as these products evolved, and engaged with global asset managers on major regulatory developments. He has also been a frequent contributor at policy forums surrounding U.S. equity markets, and has been an active participant at several meetings of the SEC’s Equity Market Structure Advisory Committee.

He has served as Chairman of SIFMA’s Equity Markets and Trading Committee and was a participant on the Security Traders Association (STA) Market Structure Analysts Committee and the Canadian STA (CSTA’s) Trading Issues Committee. Previously, Mr. Redfearn has served on the boards of Bats Global Markets, BATS Exchange, the National Organization of Investment Professionals, the Chicago Stock Exchange, and BIDS Trading.

Mr. Redfearn earned his M.A. in political science from the New School for Social Research and his B.A. from the Evergreen State College in Olympia, Washington.

2019 CSTA CONFERENCE SPEAKER PROFILE: KEVIN GOPAUL

Kevin Gopaul is the Global Head of Exchange Traded Funds. Kevin is a key asset to the BMO Bank of Montreal Global Asset Management team with over 18 years of progressive investment industry experience, including global passive and active strategies.

Prior to joining BMO GAM, he served as Principal, Portfolio Manager at Barclays Global Investors Canada where he played an integral role in overseeing the management of Exchange Traded Funds and Institutional mandates. Kevin also worked as an index arbitrage trader with Scotia Capital. Kevin continues to be an active participant in the financial services industry, having served as the Chairman of the Canadian ETF Association from 2017-2019 and where he continues to serve as a Director, as well as acting as an advisor to several index advisory panels. Kevin studied Economics, Finance and Computer Science at the University of Waterloo, and was named one of IIAC's Top 40 Under 40 in 2015.

2019 CSTA CONFERENCE SPEAKER PROFILE: CATHERINE WOOD

Join Catherine Wood and her team for a two hour brainstorming session on Friday August 16, 2019, shortly after her keynote address

Spots are limited.  Sign up when you register.

Cathie registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. Focused solely on disruptive innovation, ARK aims to identify large-scale investment opportunities in the public markets resulting from technological innovations centered around genome sequencing, robotics, artificial intelligence, energy storage, and blockchain technology.

Prior to ARK, Cathie spent twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies where she managed over $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, managed $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. Cathie received her Bachelor of Science, summa cum laude, in Finance and Economics from the University of Southern California in 1981.

In 2018, editors at Bloomberg acknowledged Cathie by selecting her to its second annual Bloomberg 50 list of people across business, entertainment, finance, politics, technology, and science who have defined global business. Additionally, Fortune named Cathie to its exclusive roundtable of experts in the annual Fortune Investors Guide: The Best Investing Advice for 2019 From Fortune’s Experts. In 2016, Cathie received the “Women in Finance – Outstanding Contribution Award” from Market Media, and she was a featured speaker at the World Economic Forum (China) in 2016 & 2017, and the World Strategic Forum (Miami) in 2017.

2019 CSTA CONFERENCE SPEAKER PROFILE: RICHARD WAN

Richard is a Director and the Head Trader for the Public Equities group at AIMCo (Alberta Investment Management Corporation). Responsible for all equity related trading activities within the group and for the total fund, Richard joined AIMCo in September 2009 from a large pension fund in Ontario where he was a Senior Portfolio Manager within their Derivatives and Fixed Income group.

At AIMCo, Richard has led or served as the asset class lead for many initiatives including OTC derivatives (ISDA), collateral/margin requirements, and regulatory developments in global markets. In addition to the trading desk, he has grown AIMCo’s prime brokerage platform, futures infrastructure, and securities lending capabilities. He has run several return seeking portfolios, chairs a committee on volatility strategies, and is frequently involved in devising ways to effectively express investment strategies using both linear and curvature products.

Richard has a Bachelor of Applied Science (Aerospace) from the University of Toronto, a Master of Business Administration from Queen's University, and is a CFA charter holder. He has over 20 years of front office industry experience from both sides of the street and is currently serving a life sentence (with no chance of parole) under the benevolent rule of his wife Tracey and three boys Lucas, Mason, and Rowan.

2019 CSTA: CSTA BLOCK SOLD OUT

2019 CSTA CONFERENCE SPEAKER PROFILE: PAULA SEXSMITH

Paula has been trading for her current employer since 2005. A ‘Jill-of-all-trades’ Trader with experience in equities, derivatives, money market, fixed income, and foreign exchange.

She has over 22 years of experience in financial services. During this time, Paula obtained her Certificate in Financial Planning from the CIFP and her Derivatives Market Specialist designation through the Canadian Securities Institute.

Active in the industry, Paula currently holds a leadership role as the President of the Prairie Securities Traders Association, which she helped form in 2016. She sits as Secretary on the executive board of the Canadian Security Traders Association and she is a member of the Market Advisory Committee with the Alberta Securities Commission.

2019 CSTA CONFERENCE: 3RD ANNUAL BATTLE OF THE BANDS

2019 CSTA CONFERENCE SPEAKER PROFILE: DARREN MOLLOY

With over fifteen years of experience in the securities industry, Darren leads retail equity trading operations for Richardson GMP clients specializing in equities, options and foreign exchange services. Under Darren’s leadership, his team has successfully executed private equity trades involving over 190 million shares.

Darren also partners with the GMP compliance and institutional trading teams identifying industry trends and challenges while constantly seeking new approaches to managing risk, delivering value and seeking opportunities for the firm and its clients. Under his leadership, the trading desk has successfully adopted new approaches to servicing clients as Richardson GMP has grown its wealth management platform from approximately $11 Billion in assets to $29 Billion since he joined the firm in 2010.

Prior to joining GMP Securities, Darren worked at National Bank Independent Network (NBIN) where he was an equity and option trader gaining invaluable experience supporting new issues and private placements, credit and registered accounts services to NBIN clients. Darren resides in Toronto and holds a Bachelor of Commerce degree from the University of Guelph. He is an active supporter of the University of Guelph, co-founder of the University of Guelph Gryphons on Bay Street Scholarship fund and mentor to new graduates and alumni of the Commerce program.

2019 CSTA CONFERENCE SPEAKER PROFILE: CHRIS STUART

Chris Stuart is an ED at CIBC World Markets where he has been trading for 8 years. Prior to that Chris started his trading career on the buyside. He was previously the President of the VSTA as well as the CSTA. 

2019 CSTA: LIMITED HOTEL AVAILABILITY

2019 CSTA CONFERENCE SPEAKER PROFILE: KEN LATVANEN

Ken is Director, Global Equities in RBC’s Global Portfolio Trading team. Ken joined RBC’s top-ranked Canadian Portfolio Trading desk in 2014 where he is currently instrumental in developing their global portfolio trading platform. He has over 20 years of trading experience while creating trading tools for Program Trading, Transition Management, and ETFs. He is also proficient in Transaction Cost Analysis and most Market Structure topics. Prior to joining RBC, he worked helping the buy side navigate complex portfolio trades at ITG and CIBC. Ken studied Computer Science & Mathematics at the University of Waterloo.

2019 CSTA CONFERENCE SPEAKER PROFILE: ANA AVRAMOVIC

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.

2019 CSTA CONFERENCE SPEAKER PROFILE: NEIL SCARTH

Neil Scarth is a Principal of Frost Consulting, which works with global asset managers and asset owners on a variety of research issues including consulting/software solutions for research valuation/budgeting and strategy-level research spending data/benchmarks.

Frost also works with asset owners to identify potential performance risks to equity strategies related to changes in research spending/process resulting from commercial pressures and regulatory change globally.

Neil has held a wide range of roles in asset management and investment banking in both Europe and North America, ranging from running equities businesses at global banks to launching and managing all aspects of varying asset management products. 

Neil was appointed to the UK Investment Management Association’s Research Review Advisory Panel and has consulted extensively with global regulators on research issues. Frost has authored papers on research topics for, and in collaboration with, the CFA Institute, the University of Edinburgh and Stanford University.

2019 CSTA CONFERENCE ADDITIONAL ROOMS ADDED TO HOTEL ROOM BLOCK

2019 CSTA CONFERENCE GO FOR THE GOLD PARTY

2019 CSTA CONFERENCE SPEAKER PROFILE: ANDRES RINCON

Andres Rincon is responsible for ETF and equity derivatives strategy at TD Securities. Mr. Rincon advises both institutional and wealth investors on ETF and option strategies, publishes a broad array of ETF and derivative publications, and works with TD's ETF market making team in facilitating ETF orders. Andres joined TD Securities in 2008, first managing credit risk for the dealer, and later as a member of the Equity Derivatives division. After four years leading equity derivatives sales and research in London, England, Andres moved back to Toronto. In 2016 Andres took on the task of expanding TD Securities' ETF strategy platform. He is also a Chartered Market Technician (CMT).

2019 CSTA CONFERENCE SPEAKER PROFILE: PATRICK MCENTYRE

Patrick is Managing Director of NBF’s Electronic Trading & Services, offering DEA and algorithmic trading as well as ETF, equity derivatives, and Portfolio Trading to institutional clients. He has over 20 years of trading experience.  

Prior to NBF, he was with ITG Canada as a Director in their electronic brokerage group and headed up their Commission Management Services. He spent his formative years in Montreal at boutique global investment dealer Pavilion Global Markets where, as the Head of North American Equity Trading, he was instrumental in developing their portfolio trading capabilities in both Canada and the U.S.  

He has been actively involved in shaping the Canadian regulatory environment through regular participation in industry comment letters and contributions to advisory committees like MSAC, MRAC, and the CSTA’s Trading Issues Committee. He is a sitting member of NBF’s Liquidity Review Committee, which is mandated to ensure that NBF duly meets its Best Execution obligations.  

Patrick is a CFA and went to most of his classes at the University of Western Ontario.

2019 CSTA CONFERENCE SPEAKER PROFILE: KEVIN MCCOY

Kevin has working in the securities industry for over 25 years, holding various senior roles with several Canadian dealers with roles spanning Operations, Compliance and Regulatory. Kevin joined IIROC in 2010 and is currently Vice-President of Market Regulation Policy and Trading Conduct Compliance. In his current role, Kevin represents IIROC on IOSCO standing committee 2 on secondary markets. 

2019 CSTA CONFERENCE: GOLF TOURNAMENT

2019 CSTA CONFERENCE SPEAKER PROFILE: LARRY TABB

Larry Tabb is the Founder and Research Chairman of TABB Group, the financial markets’ strategic advisory and research firm. He currently manages research and consulting for TABB Group. 

Mr. Tabb is well published on many aspects of the capital markets industry and has analyzed both US and European market structure; central clearing, credit default swaps, fixed income, equity and foreign exchange trading; financial markets trading and processing systems; analytical trading tools; grid and cloud computing, financial markets infrastructure; and foreign and emerging market technologies. He has written extensively on the changing market structure, exchanges and regulatory issues and business continuity as well as new technology trends in high frequency trading, market data, risk management, order management, best execution, algorithmic trading, dark pools, multi- and cross-asset trading, liquidity management, FIX connectivity, custody and advances in emerging technologies.

In 2018, Larry was selected to sit on the SEC Fixed Income Market Structure Advisory Committee (FIMSAC) and the CFTC Technology Advisory Committee. In March 2012, the US Commodity Futures Trading Commission selected Larry to assist their CFTC Technical Advisory Committee as a member of its Subcommittee of Automated and High Frequency Trading (HFT). In September 2012 he was invited by the US Senate Committee on Banking, Housing, and Urban Affairs to testify at the Senate Subcommittee on Securities, Insurance and Investment session on “Computerized Trading: What Should the Rules of the Road be?”, chaired by Senator Jack Reed (D-RI).

Before founding TABB Group, Larry was vice president and founder of TowerGroup’s Securities & Investments practice. Prior to joining TowerGroup, he managed business analysis for Lehman Brothers’ Trading Services Division and he began his career managing various operations for the North American Investment Bank of Citibank.

2019 CSTA CONFERENCE SPEAKER PROFILE: JEREMIAH BROWN

Jeremiah Brown seems to operate on four-year cycles of reinvention. From commercial banker to Olympic medallist, from Olympian to Canadian sport leader, and from Canadian sport leader to bestselling author and professional speaker.

Jeremiah’s national bestselling book, The 4 Year Olympian, tracks his odyssey going from his parents’ couch to the Olympic podium in just four years. Redefining the power of enduring uncertainty and trusting others, Jeremiah uses his story to inspire audiences around the world to rethink what is possible for themselves in just four years.

Through each transformation, Jeremiah has come to learn that resilience is the skill that underpins them all, and he now passionately helps organizations and people understand how to strengthen their resilience when adapting to change in their own careers and personal lives.

Read full bio HERE

2019 CSTA CONFERENCE SUPERFLY ZIPLINE

Zipline Information

2019 CSTA CONFERENCE SPEAKER PROFILE: SAPNA PATEL

Sapna C. Patel is the Head of Market Structure and Liquidity Strategy at Morgan Stanley for the Americas and is an Executive Director on the Morgan Stanley Electronic Trading desk. In her current role, Ms. Patel focuses on market structure issues, regulatory developments, order routing and liquidity strategies, as well as business development. Prior to joining the desk in 2008, Ms. Patel spent three years as an institutional equities coverage attorney in the Morgan Stanley Legal and Compliance Division. Ms. Patel began her career at the U.S. Securities and Exchange Commission in the Division of Trading and Markets (formerly the Division of Market Regulation), and held various positions during her five years at the agency. Ms. Patel holds a Juris Doctorate degree from the University of Maryland School of Law and Bachelor of Science degrees in Criminal Justice and Psychology from American University. 

CSTA Comment Letter - Fee Pilot Rebate Study March 1, 2019

Please use the link to view the Comment Letter from CSTA re  “ CSA Staff Notice and Request for Comment 23-323 – Trading Fee Rebate Pilot Study” (March 1, 2019)

IIROC Updates January 2019

19-0008   IIROC Compliance Priorities

http://www.iiroc.ca/documents/2019/1A6CF3F4-0DB2-4DB9-99A8-434EA3DE9923_en.pdf

19-0008   IIROC Compliance Priorities

http://www.iiroc.ca/documents/2019/6BEB3DD4-FD5A-4F09-B831-A66CEFA9CFBD_en.pdf

2019/01/15   IIROC releases Compliance Priorities Report for 2018/19

http://www.iiroc.ca/documents/2019/4CD4FE39-3B08-47BF-85F4-9112B1C271B8_en.pdf

Canadian Securities Regulators Publish Trading Fee Rebate Pilot Study for Comment

Toronto - The Canadian Securities Administrators (CSA) today published for comment a notice outlining a proposed Trading Fee Rebate Pilot Study to examine the effects of a prohibition of rebate payments by Canadian marketplaces (Proposed Pilot). The predominant trading fee models that have emerged in the Canadian equities market are the “maker-taker” trading fee model and the “inverted maker-taker” fee model. Under both of these models, a marketplace charges a fee to one party of the trade and pays a rebate to the other party. 

Access full article details using this link.

Congratulations to Maureen Jensen, Chair OSC, WXN Top 100 Award Winner

The CSTA would like to congratulate Maureen Jensen, Chair of The Ontario Securities Commission (OSC), on being named a Women's Executive Network (WXN) 2018 Canada’s Most Powerful Women: Top 100 Award Winner.

Presented by KPMG and released last week, the list of Top 100 Winners pays tribute to outstanding women across Canada who have advocated for diversity in the workforce, and who serve as an inspiration for the next generation of leaders.

For further details please follow this link.

Conference Round up

2018 CSTA Conference Speaker Profile: Erik Sloane

Head of Business 
Development, Funds 
NEO

CSTA Vote: Here are the Nominees

AS A MEMBER OF CANADIAN SECURITY TRADERS ASSOCIATION, INC., YOU ARE ENTITLED TO FOUR (4) VOTES.

The following members in good standing are nominees for election to the Board of Governors of the Canadian Security Traders Association, Inc., for a two-year term. Only four are to be elected. Please
vote for TWO (2) Buy Side names, and TWO (2) Sell Side names.

*All Votes are collected anonymously. Each member is restricted to one ballot and responses may not be changed once submitted.

The Nominees are:

Sell Side:

TMX After Party

2018 CSTA Conference Speaker Profile: Kevin Gopaul

Head, BMO Global Asset 
Management Canada

The Seventh Annual Cocktails & Chords

Join us for cocktails, conversation and Mike Barclay on the piano to kick off the annual Canadian Security Traders Association Conference.

No need to RSVP—your conference badge is your ticket to admission.

For more information, please contact your ITG representative, call 416.874.0700 or email [email protected]

2018 CSTA Conference Speaker Profile: Shary Mudassir

Managing Director 
RBC Capital Markets

2018 CSTA Conference Speaker Profile: Kristy Akullian

Vice President

Blackrock

2018 CSTA Conference Speaker Profile: Eric Lee

Co-Founder, Co-CEO

Dessa

2018 CSTA Conference Speaker Profile: Patrick Mcentyre

Managing Director, Electronic Trading & Services

National Bank Financial

2018 CSTA Conference Speaker Profile: Alex Taylor

Vice President, Market Surveillance 

IIROC

2018 CSTA Conference Speaker Profile: Dave Campbell

Director, Head of Trading 

ITG Canada

2018 CSTA Conference Speaker Profile: Dani Lipkin

Head of Business Development, ETFs, 
CEFs, and Structured Notes 

TMX Group

2018 CSTA Conference Speaker Profile: Mehmet Kinak

Global Head of Systematic 
Trading and Market Structure 

T. Rowe Price

2018 CSTA Conference Speaker Profile: Felix Mazer

Chief Compliance Officer 

Coinsquare

2018 CSTA Conference Speaker Profile: Jamie Ritchie

Senior Sales Trader, Americas
& Supervisor of Trading Operations 

Pavilion Global Markets Ltd

2018 CSTA Conference Speaker Profile: Camilla Sutton

President & CEO 

Women In Capital Markets

2018 CSTA Conference Speaker Profile: Tracy Castle-Newman

2018 CSTA Conference Speaker Profile: Philip Bolton

2018 CSTA Conference Speaker Profile: Carrie Freeborough

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

"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

2018 CSTA CONFERENCE SPEAKER PROFILE: MAUREEN JENSEN

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

2018 CSTA CONFERENCE SPEAKER PROFILE: MIKE MCGLONE

2018 CSTA CONFERENCE SPEAKER PROFILE: CRAIG HURL

2018 CSTA CONFERENCE SPEAKER PROFILE: BRUCE BLAND

2018 CSTA CONFERENCE SPEAKER PROFILE: DANIEL SCHLAEPFER

2018 CSTA Conference: Golf at Le Tempete

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

2018 CSTA CONFERENCE SPEAKER PROFILE: MATTHEW TRUDEAU

2018 CSTA CONFERENCE SPEAKER PROFILE: HEATHER KILLIAN

2018 CSTA CONFERENCE SPEAKER PROFILE: KEVAN COWAN

2018 CSTA CONFERENCE SPEAKER PROFILE: RICHARD CARLETON

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

2018 CSTA CONFERENCE SPEAKER PROFILE: BRADY FLETCHER

2018 CSTA CONFERENCE SPEAKER PROFILE: NIKKI ACTON

2018 CSTA Conference Speaker Profile: Ana Avramovic

2018 CSTA Conference Speaker Profile: Clement Gignac

Do you have what it takes?

To perform at the 2nd annual battle of the bands

Contact us at [email protected] 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

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

"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

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

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 27^th, 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:

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.

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 [email protected] or [email protected]

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!