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Thursday, August 14
 

3:00pm

Early Registration
Thursday August 14, 2014 3:00pm - 8:00pm
Skylight Foyer White Oaks Resort & Spa

6:00pm

Welcome Reception & Vendor Fair

Thursday August 14, 2014 6:00pm - 10:00pm
Garden View Foyer White Oaks Resort & Spa

7:00pm

Opening Remarks
Speakers
RR

Ronan Ryan

IEX
Ronan has over 9 years of experience in the financial services industry and over 17 years of experience in networking infrastructure. Ronan previously was the Head of Electronic Trading Strategy at RBC Capital Markets, where he used his prior experience in network, hardware, and co-location technology to generate client-facing solutions. Prior to working at RBC, Ronan was the Head of Financial Services Development at Switch and Data and Head of... Read More →


Thursday August 14, 2014 7:00pm - 7:30pm
Garden View Foyer White Oaks Resort & Spa

9:00pm

ITG Piano Party Featuring Mike Barclay

Thursday August 14, 2014 9:00pm - Friday August 15, 2014 12:00am
Royal Oak Lounge White Oaks Resort & Spa
 
Friday, August 15
 

7:00am

Breakfast with Vendors

Friday August 15, 2014 7:00am - 8:00am
Garden View Foyer, Studio 10 & 11 White Oaks Resort & Spa

7:00am

Registration
Friday August 15, 2014 7:00am - 4:00pm
Skylight Foyer White Oaks Resort & Spa

7:00am

Vendor Fair

Friday August 15, 2014 7:00am - 6:00pm
Garden View Foyer White Oaks Resort & Spa

8:00am

Conference Moderator: Opening Address
Speakers
avatar for Kevin Sampson

Kevin Sampson

Managing Director, Equity Trading, TMX
As Managing Director, Equity Trading, Kevin leads the trading businesses of Canada’s premier equity Exchanges, Toronto Stock Exchange (TSX), TSX Venture Exchange, and TSX Alpha Exchange. Kevin's team is responsible for developing and evolving the integrated strategy for TMX’s entire equity trading business, as well as creating new innovative products and services. In addition, Kevin is accountable for the reliable operations of TMX’s... Read More →


Friday August 15, 2014 8:00am - 8:15am
Grand Event B & C White Oaks Resort & Spa

8:15am

Keynote Address
Speakers
MW

Michael Wekerle

Chief Executive Officer, Difference Capital Inc.
The Globe and Mail described Michael Wekerle as one of Bay Street’s legendary investment traders. Wekerle is currently the Chief Executive Officer and Co-founder of Difference Capital Inc. He was a Partner and Co-founder of Griffiths McBurney & Partners’ (GMP) sales and trading operations. He served as Vice Chairman of Institutional Trading at GMP Securities until August 2011, where he was widely considered a leading investment... Read More →


Friday August 15, 2014 8:15am - 9:00am
Grand Event B & C White Oaks Resort & Spa

9:00am

Double Platinum Spot
Speakers
KC

Kevan Cowan

President, TMX
Kevan joined the Toronto Stock Exchange’s Canadian Dealing Network in 1997. Prior to that Kevan was a partner in a major Canadian law firm. Since 1997, Kevan has been closely involved in the transformative changes that have occurred in the Canadian public markets, serving as Director of the Canadian Dealing Network, Senior Vice President of TSX Venture Exchange, Senior Vice President, Business Development of Toronto Stock Exchange, and... Read More →


Friday August 15, 2014 9:00am - 9:30am
Grand Event B & C White Oaks Resort & Spa

9:30am

Fireside Chat: Volker Rule in Canada
Moderators
avatar for Cindy Petlock

Cindy Petlock

Head of Legal, Regulatory and Compliance, Aequitas NEO Exchange
Cindy Petlock is the Head of Legal, Regulatory and Compliance at Aequitas Innovations Inc. She has over 18 years of capital markets experience, including as the General Counsel & Corporate Secretary at CNSX Markets (the operator of the CSE) and as Manager of Market Regulation at the Ontario Securities Commission. Between those two roles she led initiatives as Special Advisor on Regulatory Projects at Market Regulation Services Inc., and she began... Read More →

Speakers
JA

James Allen

Head of Capital Markets Policy Group, CFA Institute
Mr. Allen is head of the Capital Markets Policy Group in the Americas at CFA Institute where he is responsible for developing and promoting capital markets positions and policies within the region. He also leads the organization’s capital markets outreach with policymakers and regulators in Washington D.C. He has worked as staff liaison to the CFA Institute Capital Markets Policy Council since its founding in 2005, and prior to... Read More →
DF

David Franasiak

Principal, Williams & Jensen
David Franasiak became a Principal of Williams & Jensen in 1992.  As Vice President of Finance and a member of the Executive Committee since 1993, he is responsible for the day-to-day financial management of the firm, pension plans, and outside legal entities.  Mr. Franasiak specializes in a legislative and administrative practice focused on tax, securities, financial institutions and natural resources. | Mr. Franasiak has more... Read More →


Friday August 15, 2014 9:30am - 10:00am
Grand Event B & C White Oaks Resort & Spa

10:00am

Refreshment Break with Vendors

Friday August 15, 2014 10:00am - 10:15am
Garden View Foyer, Studio 10 & 11 White Oaks Resort & Spa

10:15am

Canadian Market Structure: If I Was Going to Make Changes, What Would They Be
Moderators
avatar for Brett Redfearn

Brett Redfearn

Global Head of Equity Market Structure, JP Morgan Securities
Brett W. Redfearn, Global Head of Equity Market Structure, JP Morgan, Global EquitiesMr. Redfearn is JP Morgan Securities’ global head of equity market structure. In this role, Brett examines how technologies, regulations & business trends are changing equities, options & futures trading across the Americas, Europe and Asia. His responsibilities include addressing market structure implications for electronic trading products, developing... Read More →

Speakers
avatar for Doug Clark

Doug Clark

Managing Director, Research, ITG Canada
Doug Clark, Managing Director, Research, has more than 20 years experience in the financial services and investment industry and was one of the original team members of ITG Canada. In his current position Mr. Clark is responsible for research relating to index, ETF, market structure, liquidity event, and market impact. Prior to joining ITG, Mr. Clark ran the program and electronic arm of a large Canadian bank, and prop traded equities and... Read More →
PH

Peter Haynes

Managing Director, Index Products, TD Securities
Peter Haynes joined TD Securities (TDSI) in June, 1995.  Currently, Peter heads up TDSI’s Index Products team, a group responsible for index and market structure research and ranked number 1 by Brendan Woods in every year since 2004.  In addition, Peter handles relationship management for a few key Ontario-based institutional investors, and manages TD Securities Client Relations Committee.  Previously at TDSI, Peter was... Read More →
AU

Andrew Upward

Rosenblatt Securities
Andrew Upward is Vice President in the market structure group at Rosenblatt Securities, an independent institutional brokerage founded in 1979 and headquartered in New York. The firm represents clients on an agency-only basis in equities, ETF and listed derivatives markets. Rosenblatt is considered one of the leading providers of trading analytics and intelligence about exchanges and market structure globally. In this capacity, the firm serves... Read More →


Friday August 15, 2014 10:15am - 11:00am
Grand Event B & C White Oaks Resort & Spa

11:00am

Are Financial Markets Prepared For A Cyber Attack?
Moderators
avatar for Doug Clark

Doug Clark

Managing Director, Research, ITG Canada
Doug Clark, Managing Director, Research, has more than 20 years experience in the financial services and investment industry and was one of the original team members of ITG Canada. In his current position Mr. Clark is responsible for research relating to index, ETF, market structure, liquidity event, and market impact. Prior to joining ITG, Mr. Clark ran the program and electronic arm of a large Canadian bank, and prop traded equities and... Read More →

Speakers
JP

J. Paul Haynes, P. Eng.

Chief Executive Officer, Esentire
Mr. Haynes is a serial entrepreneur, who started his first company when he was completing his Masters. He joined eSentire in 2010 to bring his business growth, sales and marketing expertise to the organization. Under his leadership the firm has tripled in size and now is the primary security organization for a combined $1.2 trillion in AuM in the alternate asset management space. Mr. Haynes often speaks to executives and is able to... Read More →


Friday August 15, 2014 11:00am - 11:30am
Grand Event B & C White Oaks Resort & Spa

11:30am

Defining The 15-20 Year Secular Bull Market in Equities
Speakers
BB

Brian Belski

BMO
Brian, Chief Investment Strategist andleader of the Investment Strategy Group,provides strategic investment and portfoliomanagement advice to both institutionaland private clients. Brian’s group producesseveral investment strategy publicationson a regular basis, with particular focuson both the US and Canadian equitymarkets. In his more than 24 years in theinvestment industry, Brian has held variousstrategy and research positions... Read More →


Friday August 15, 2014 11:30am - 12:00pm
Grand Event B & C White Oaks Resort & Spa

12:00pm

Lunch with Vendors

Friday August 15, 2014 12:00pm - 12:45pm
Garden View Foyer, Studio 10 & 11 White Oaks Resort & Spa

12:45pm

How To Win The Trading Game
Speakers
MJ

Meredith Jones

Rothstein Kass
Meredith Jones is best known for creating industry-leading hedge fund research. She currently serves as director of the Rothstein Kass Institute, an alternative investment think tank at the professional services firm Rothstein Kass (RKCO). During her tenure at RKCO, she created the first-ever Women in Alternative Investments Hedge Fund Index to measure the outperformance of female hedge fund and private equity managers. Over the years, Meredith... Read More →


Friday August 15, 2014 12:45pm - 1:15pm
Grand Event B & C White Oaks Resort & Spa

1:15pm

STA Update
Speakers
JD

John Daley

Managing Director, Institutional Equity Trading & Chairman of STA, Stifel Nicolaus & Co.
John Daley has 23 years of experience in the investment business.  He currently works for Stifel Nicolaus & Company as a Managing Director, Institutional Equity Trading, in Dallas, Texas.  His duties include covering accounts and trading for institutional clients, as well as working on other capital markets initiatives. | Before Stifel, he was a Senior Vice President of Trading for Jefferies & Company Inc.  He was with... Read More →


Friday August 15, 2014 1:15pm - 1:30pm
Grand Event B & C White Oaks Resort & Spa

1:30pm

Regulators
Speakers
TS

Tracey Stern

Manager, Market Regulation, Ontario Securities Commission
Tracey Stern is the Manager of the Market Regulation Branch of the Ontario Securities Commission. Market Regulation is responsible for the oversight of marketplaces, self-regulatory organizations and clearing agencies. Tracey’s current responsibilities include market structure issues, such as the Order Protection Rule, electronic trading and direct market access, and the oversight of alternative trading systems and exchanges. She is also... Read More →


Friday August 15, 2014 1:30pm - 2:00pm
Grand Event B & C White Oaks Resort & Spa

2:00pm

How Options Can Be Used To Predict Futures Moves In Equities
Moderators
RH

Ron Hochman

Senior Manager, Institutional Equity Derivatives, TMX Group
Ron Hochman joined the Montreal Exchange in 2005 as Manager, Business Development, covering Investment Advisors and was appointed Senior Manager, Institutional Equity derivatives in 2007.  Ron Hochman is responsible for business development activities in the Equity Derivative (Equity/Index Options and Index Futures) segment worldwide.  Mr Hochman has 15 years experience in the derivatives industry.  Before joining the exchange... Read More →

Speakers
HA

Hans Albrecht

Vice President, Portfolio Manager and Options Strategist, Horizons ETFs
Hans Albrecht, Vice President, Portfolio Manager and Options Strategist, Horizons ETFs | Hans Albrecht is Vice President, Portfolio Manager and Options Strategist with Horizons ETFs Management (Canada) Inc. (“Horizons ETFs”).                                                  | He manages over $500 million in... Read More →
VH

Vishal Hingorani

Managing Director, Global Equity Derivatives, TD Securities
Vishal works in the Equity Derivatives team at TDSI where he is involved in marketing to institutional and corporate clients.  Vishal worked on the buy side prior to joining TDSI.  He holds a B. Comm from UBC and is a CFA charter holder.


Friday August 15, 2014 2:00pm - 2:30pm
Grand Event B & C White Oaks Resort & Spa

2:30pm

International Market Structure
Moderators
GT

Gregory Treacy

Director, Global Executiion Services, BAML
Gregory Treacy is a director in the Global Execution Services business at Bank of America Merrill Lynch. He is responsible for the electronic trading of U.S. based accounts into international markets. | Treacy joined BofA Merrill in June 2010 and has over 15 years of sales leadership, account management and global and domestic trading experience. | Prior to his tenure at the bank, Treacy was director and Head of U.S. sales at NeoNet, a global... Read More →

Speakers
LB

Lindsey Burik

Vice President, Goldman Sachs Electronic Trading
Lindsey Burik is a vice president for the Goldman Sachs Electronic Trading (GSET) group.  Within GSET, Lindsey manages the international equity product offering for Americas-based clients, focusing on Europe, Asia, Canada and Latin America.  She is responsible for product distribution as well as spearheading cross-asset sales and a member of the synthetics sales team. Prior to joining Goldman Sachs, Lindsey marketed global trading... Read More →
BD

Brendan Doran

Global Head of Sales, Chi-x Global
Brendan F. Doran is Global Head of Sales for Chi-X Global. Mr. Doran is based in NewYork and responsible for sales to US based firms as well as coordinatingrelationships/communication between the various Chi-X market centers and affiliates ofUS firms around the globe.Prior to joining Chi-X Global Mr. Doran was the sole US sales representative for Chi-XEurope. Mr. Doran has also worked as an institutional equity sales-trader at both Instinetand... Read More →
avatar for Duncan Higgins

Duncan Higgins

Managing Director & Head of Electronic Sales EMEA, ITG
Duncan Higgins joined ITG in 2010 and is currently a Managing Director and Head of Electronic Sales in EMEA. Duncan has extensive industry knowledge and experience in electronic trading, execution tools, liquidity access products, and market structure. Prior to ITG, he spent two years at the multi-lateral trading facility, Turquoise, where he served as the Head of Client Relationship Management leading their sales and marketing efforts. Prior... Read More →


Friday August 15, 2014 2:30pm - 3:15pm
Grand Event B & C White Oaks Resort & Spa

3:15pm

Broker Vote, Commissions & Corporate Access
Moderators
avatar for Rizwan Awan

Rizwan Awan

Managing Director, BMO Capital Markets
Rizwan heads up Quantitative Execution Services at BMO Capital Markets, providing institutional equity clients program and electronic trading services as well as index and market structure research. Rizwan is an active participant in the Canadian market structure community and represents BMO on a number of advisory groups including MRAC, CSTA TIC and IIAC. He is currently serving his term as the Vice-Chair of the Canadian Securities Traders... Read More →

Speakers
TC

Tom Conigliaro

Managing Director, Markit
Tom Conigliaro is a managing director at Markit, responsible for the trading services group which includes Markit’s Commission Manager, Vote, Calendar and TCA. | | Prior to joining Markit in 2013, was with investment banking boutique Marlin & Associates where he advised clients on their M&A activities in financial technology, information services, healthcare and media. Tom spent 25 years on Wall Street holding senior roles in... Read More →
RG

Rob Gouley

OMERS
Rob Gouley has worked on the trading desk of OMERS Capital Markets for the past 5 years, trading global developed markets, across cash, program and DEA relationships. Robert has a BA in Honours Economics from McMaster University, is a CFA Charter holder, an FRM in the Global Association of Risk Professionals, CMT and member of the Market Technicians Association, and a Fellow of the Canadian Securities Institute. In his spare time, he enjoys... Read More →
avatar for Duncan Higgins

Duncan Higgins

Managing Director & Head of Electronic Sales EMEA, ITG
Duncan Higgins joined ITG in 2010 and is currently a Managing Director and Head of Electronic Sales in EMEA. Duncan has extensive industry knowledge and experience in electronic trading, execution tools, liquidity access products, and market structure. Prior to ITG, he spent two years at the multi-lateral trading facility, Turquoise, where he served as the Head of Client Relationship Management leading their sales and marketing efforts. Prior... Read More →


Friday August 15, 2014 3:15pm - 4:15pm
Grand Event A White Oaks Resort & Spa

3:15pm

Building an Efficient Market
Moderators
avatar for Doug Clark

Doug Clark

Managing Director, Research, ITG Canada
Doug Clark, Managing Director, Research, has more than 20 years experience in the financial services and investment industry and was one of the original team members of ITG Canada. In his current position Mr. Clark is responsible for research relating to index, ETF, market structure, liquidity event, and market impact. Prior to joining ITG, Mr. Clark ran the program and electronic arm of a large Canadian bank, and prop traded equities and... Read More →

Speakers
avatar for Stephen Bain

Stephen Bain

Managing Director & Head-Global Electronic Trading Strategy, RBC Capital Markets
Stephen is Chief Strategist for RBC’s Global Electronic Trading business. In his tenure with RBC he’s driven quantitative research, market structure analysis, as well as the development of the firm’s trade cost analysis and electronic trading products. During this time he has also served as an advisor on standing committees with various Canadian regulatory bodies, marketplace operators and industry associations. More recently, he’s helped... Read More →
RC

Richard Carleton

CEO, Canadian Security Exchange
Richard Carleton is the CEO of the Canadian Securities Exchange and is responsible for the strategic direction and management of the organization.  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... Read More →
DD

Deana Djurdjevic

Senior Vice President, Equities Trading, TMX Group
Deana Djurdjevic is the Senior Vice President, Equity Trading at TMX Group and is responsible for all aspects of the equities trading business. She joined TMX Group in 2013 after the company acquired Alpha Group, where she served as the Chief Trading and Data Officer. Ms. Djurdjevic was instrumental in launching the Alpha marketplace and bringing innovative products to the Canadian equities trading landscape. Prior to joining Alpha, she... Read More →
PP

Pankil Patel

Co-Head of AES, Credit Suisse
Mr. Patel is the Co-Head of Advanced Execution Services Americas at Credit Suisse. He is one of the original members of the AES team, having joined in 2003. AES has since grown to be a full-service suite of algorithmic strategies, tools, and analytics for trading securities throughout the world. He is on the Board of Directors for Level ATS and is a member of the NYSE Electronic Traders Advisory Committee.   Prior to joining Credit... Read More →


Friday August 15, 2014 3:15pm - 4:15pm
Grand Event B & C White Oaks Resort & Spa

4:30pm

CSTA Board of Governors & Affiliate Presidents Meeting
Friday August 15, 2014 4:30pm - 5:00pm
Studio 2 White Oaks Resort & Spa, Niagara-on-the-Lake, ON

4:30pm

Vendor Fair Cocktail

Friday August 15, 2014 4:30pm - 6:00pm
Garden View Foyer White Oaks Resort & Spa

6:30pm

Explore Your Senses
Imagine a 'self discovery' tour of our Winery while enjoying gourmet cuisine, complemented by our award winning wines. Enjoy Jackson-Triggs architecturally striking and technologically advanced winery. As you arrive at Jackson-Triggs Niagara Estate you will be presented with the evening's program featuring the wine, food and a map to help you navigate. Each guest will experience an evening of gastronomic delights and winery self-discovery. Guided tours will be offered throughout the evening to provide in-depth winemaking knowledge. The evening reception begins in the Great Hall with a welcome wine reception complete with bountiful grazing station of artisanal cheeses, charcuterie and seasonal accompaniments. From here guests flow throughout picturesque locations in the winery to experience the marriage of wine and food. We invite guests to enjoy locally inspired food stations at wonderfully appointed locations throughout the winery and take advantage of the entire Jackson-Triggs experience.


Friday August 15, 2014 6:30pm - 10:30pm
Jackson-Triggs 2145 Niagara Stone Road, Niagara-on-the-Lake, Ontario

10:00pm

TMX Casino Night

Friday August 15, 2014 10:00pm - Saturday August 16, 2014 12:00am
Royal Oak Lounge White Oaks Resort & Spa
 
Saturday, August 16
 

7:00am

Breakfast With Vendors

Saturday August 16, 2014 7:00am - 8:00am
Garden View Foyer, Studio 10 & 11 White Oaks Resort & Spa

7:00am

Registration
Saturday August 16, 2014 7:00am - 11:30am
Skylight Foyer White Oaks Resort & Spa

7:00am

Vendor Fair

Saturday August 16, 2014 7:00am - 12:15pm
Garden View Foyer White Oaks Resort & Spa

8:00am

CSTA Annual General Meeting
Saturday August 16, 2014 8:00am - 8:15am
Grand Event B & C White Oaks Resort & Spa

8:15am

Keynote Address
Speakers
KP

Kelly Peters

CEO & Managing Partner, BEWorks Inc
BEworks is a business and policy strategy and advisory firm that is devoted to applying behavioural economics to real world challenges. The company's work includes identifying underlying consumer psychologies; designing new choice architecture in the customer experience including price, product, and placement strategies; and validating through experiments. BEworks was founded in 2010 with renowned behavioural expert and author of "Predictably... Read More →


Saturday August 16, 2014 8:15am - 9:00am
Grand Event B & C White Oaks Resort & Spa

9:00am

Trading All Asset Classes - The Single Platform Future
Moderators
RY

Robert Young

Head of Liquidnet Canada
Robert joined Liquidnet in 2005 to direct the launch of its Canadian business. From 2006 through 2009, Robert led the company’s continued expansion globally as Chief Operating Officer. In that role, Robert was also responsible for the development of the processes and capabilities of the company’s financial, legal, human resources, operational and governance teams, as Liquidnet more than doubled in size. In late 2009, Robert returned... Read More →

Speakers
WK

William Kellett

Managing Director and Global Head of Foreign Exchange Trading, TD Securities
Bill Kellett is a Managing Director and Global Head of Foreign Exchange Trading at TD Securities. With nearly 12 years of experience in Foreign Exchange spot and options trading, Bill has driven TD Securities growth in Canadian Dollar spot trading, propelling the franchise into one of the global market leaders in this currency. Bill has also been intensively involved with TD Securities’ FX electronic trading offering across all levels of... Read More →
JK

John Krog

Vice President, Product Management, SunGard Brokerage
John Krog is a vice president of product management for SunGard Brokerage, responsible for Valdi equity and listed derivatives trading applications used by broker dealers throughout North America. He brings nearly 20 years of experience in trading technology and operations, and has spoken about topics such as the impact of regulation on trading practices. | Mr. Krog rejoined SunGard from Nomura Securities International, where he was the... Read More →
TM

Tristan Michela

EVP, CanDeal
Tristan Michela has been an Executive Vice President at CanDeal since 2008, and is responsible for managing our client sales and contributing to the overall growth strategy. Mr. Michela has been actively involved in the fixed income marketplace since 1996 and as such his experience provides valuable insights into current industry challenges and trends. Before joining CanDeal, Mr. Michela managed RBC Capital Markets’ fixed income e-strategy... Read More →


Saturday August 16, 2014 9:00am - 9:45am
Grand Event B & C White Oaks Resort & Spa

9:45am

Refreshment Break with Vendors
Saturday August 16, 2014 9:45am - 10:00am
Garden View Foyer, Studio 10 & 11 White Oaks Resort & Spa

10:00am

Broker Vote, Commissions & Corporate Access
Moderators
avatar for Rizwan Awan

Rizwan Awan

Managing Director, BMO Capital Markets
Rizwan heads up Quantitative Execution Services at BMO Capital Markets, providing institutional equity clients program and electronic trading services as well as index and market structure research. Rizwan is an active participant in the Canadian market structure community and represents BMO on a number of advisory groups including MRAC, CSTA TIC and IIAC. He is currently serving his term as the Vice-Chair of the Canadian Securities Traders... Read More →

Speakers
TC

Tom Conigliaro

Managing Director, Markit
Tom Conigliaro is a managing director at Markit, responsible for the trading services group which includes Markit’s Commission Manager, Vote, Calendar and TCA. | | Prior to joining Markit in 2013, was with investment banking boutique Marlin & Associates where he advised clients on their M&A activities in financial technology, information services, healthcare and media. Tom spent 25 years on Wall Street holding senior roles in... Read More →
RG

Rob Gouley

OMERS
Rob Gouley has worked on the trading desk of OMERS Capital Markets for the past 5 years, trading global developed markets, across cash, program and DEA relationships. Robert has a BA in Honours Economics from McMaster University, is a CFA Charter holder, an FRM in the Global Association of Risk Professionals, CMT and member of the Market Technicians Association, and a Fellow of the Canadian Securities Institute. In his spare time, he enjoys... Read More →
avatar for Duncan Higgins

Duncan Higgins

Managing Director & Head of Electronic Sales EMEA, ITG
Duncan Higgins joined ITG in 2010 and is currently a Managing Director and Head of Electronic Sales in EMEA. Duncan has extensive industry knowledge and experience in electronic trading, execution tools, liquidity access products, and market structure. Prior to ITG, he spent two years at the multi-lateral trading facility, Turquoise, where he served as the Head of Client Relationship Management leading their sales and marketing efforts. Prior... Read More →


Saturday August 16, 2014 10:00am - 11:00am
Grand Event B & C White Oaks Resort & Spa

10:00am

Trader Think Tank: Global Flow
Moderators
LM

Lee Morakis

Managing Director, Global Execution Services, BAML
Head of Instinct ® Knowledge Trading Platform | Lee Morakis is a managing director in Global Execution Services at Bank of America Merrill Lynch. He is responsible for the Instinct ® Knowledge Trading Research platform. | Morakis was previously responsible for the institutional sales and execution consulting teams, as well as the trading and technology teams that support the electronic execution of equities, ETFs, options and futures... Read More →

Saturday August 16, 2014 10:00am - 11:00am
Grand Event A White Oaks Resort & Spa

11:00am

Trading: Social Media – Tool or Time Waster?
Moderators
LS

Laura Sebesta

Head Equity Trader, Foyston, Gordon & Payne Inc.
Laura Sebesta is Head Equity Trader at Foyston, Gordon & Payne Inc. (FGP), a value-oriented investment management firm founded in 1980.  At FGP, she focuses on Canadian Equity block trading and oversees the trading of US, EAFE and Emerging Market Equities, as well as Foreign Exchange.  | Laura graduated from the University of Toronto with Honours in Bachelor of Arts (Economics) and has successfully completed the Level 1 CFA... Read More →

Speakers
JC

Jeff Cameron

Software Engineer, Google
Jeff Cameron is a software engineer at Google, based in California. He focuses on improving the search ranking algorithm, and is currently the Technical Lead for mobile app ranking. | Jeff began his career at Scotia Capital after graduating from the University of Waterloo. At Scotia, he was a licensed trader responsible for operating high-frequency market-making strategies of his own design, focusing on equities and foreign exchange. | In 2009... Read More →
RD

Rita Devlin

Bloomberg
Rita Devlin Marier is a reporter on the social media monitoring team of Bloomberg News' First Word service. She spends her day watching for market-moving and breaking business news on social media. Rita and her team are on the cutting edge of a new way to break and gather news, constantly working to find actionable trading items on the various social media platforms. | Rita studied economics and political science at the University of Ottawa... Read More →


Saturday August 16, 2014 11:00am - 11:30am
Grand Event B & C White Oaks Resort & Spa

11:30am

Senior Traders Speak Out: New Era of Trading
Moderators
MT

Mike Thom

Head of Trading, Obelysk Funds Ltd.
Michael is head of trading for a Toronto-based family office. He was previously head of trading for a Vancouver-based institutional equities investment manager, and  started his career with Powerex Corp, the energy trading/marketing subsidiary of BC Hydro.  Michael holds a Bachelor’s degree from the University of British Columbia and is a CFA Charterholder. He serves as Past President and a Director of BIMA (Buyside Investment... Read More →

Speakers
JC

John Christofilos

Vice President, Head Trader, AGF Investments
John Christofilos is Vice-President, Head Trader at AGF Investments. In this role, John has trading responsibility for all AGF retail and institutional portfolios spanning multiple geographies and asset classes.  John has extensive experience over more than a 25-year career on both the buy and sell side. Prior to joining AGF, John was a managing director at an electronic and alternative trading firm. Prior to that, John worked as a managing... Read More →
GG

Glen Grossmith

Managing Director, Canadian Head of Sales Trading, CanaccordGenuity
Glen has been on Bay St. for a “few decades” where he started on the old trading floor (234 Bay)  as a phone clerk raking in a single digit salary fresh off an Economics degree from McMaster University.  He has witnessed and survived more than one market crash/meltdown/crisis.  He feels he won the lottery having a seat in this business. He was an active member on committees that saw the TSX’s migration from... Read More →
BM

Brett Mock

Managing Director, Jones Trading
Brett Mock is a Managing Director with Jones Trading and manages their San Francisco office. | Mr. Mock is a past national chairman of the Security Traders Association, and a past president and board member of SFSTA.  He has helped author and co-author many white papers, comment letters, and a book on the US equity market structure.  He regularly meets with the SEC and Congress on market structure and just returned from another round... Read More →


Saturday August 16, 2014 11:30am - 12:15pm
Grand Event B & C White Oaks Resort & Spa

12:15pm

Lunch To Go
Saturday August 16, 2014 12:15pm - 1:15pm
Garden View Foyer White Oaks Resort & Spa

12:30pm

Shuttle Bus Departure for Golf
Saturday August 16, 2014 12:30pm - 12:40pm
TBA

1:15pm

Shuttle to Niagara-on-the-Lake

Saturday August 16, 2014 1:15pm - 4:00pm
Niagara-on-the-Lake Niagara-on-the-Lake, ON

1:15pm

Whirlpool Jet Boat Tour: Wet Jet Trip
DON'T FORGET TO BRING A TOWEL AND A CHANGE OF CLOTHES...YOU WILL GET SOAKED!

 A 60 minute round trip tour departing Niagara-on-the-Lake, ON. The tour travels up river (south) and into the Niagara Gorge. Once in the gorge, 175 ft walls ascend from above the water line. The boat makes its way into the famous whirlpool and then heads back on down (north) through Devil’s Hole Rapids.

On the “Wet Jet” tour you get absolutely soaked. At times while engaged in the Devil’s Hole Rapids during your Wet Jet tour experience, you can be seated knee deep in water in the boat. Regardless of the gear we provide, we recommend a complete change of clothes and of course we have change rooms on site.

For the Wet Jet trip you must be at least 44 inches tall (avg. 6 yr old).

Guests under the age of 16 must be accompanied by a parent or guardian. 

Guests under the age of 18 need a parent or guardian present to sign participation waivers. 

COMPLETE AND SIGN ATTACHED PARTICIPATION AGREEMENT AND BRING WITH YOU TO THE SITE

Cost: $52+HST ($58.76)



Saturday August 16, 2014 1:15pm - 4:00pm
Whirlpool Jet Boats Tours 61 Melville Street, Niagara-on-the-Lake, Ontario, L0S 1J0

1:30pm

CSTA Golf Tournament
ONLY REGISTERED ATTENDEES CAN PLAY GOLF! Registrants will receive confirmation of their status as a participant.

Golf Fees: $125 (includes boxed lunch, shuttle bus to golf course, power cart and all taxes)

Golf Club Rentals: 17.50 + HST Guests can contact Steve Christie at 905-892-8844 or stevec@penlakes.com to reserve golf clubs. Limited quantities of Titleist golf clubs available to rent. Reservations are on a first come first served basis.

Shuttle Bus will depart the hotel at 12:45pm sharp


Saturday August 16, 2014 1:30pm - 6:00pm
Peninsula Lakes Golf

6:00pm

Cocktails
Saturday August 16, 2014 6:00pm - 7:30pm
Gardenview Patio & Foyer White Oaks Resort & Spa, Niagara-on-the-Lake, ON

7:30pm

Gala Dinner Featuring Jay Onrait and Dan O'Toole
Speakers
DO

Dan O'Toole

Prior to joining TSN in 2002, Dan O’Toole was part of Citytv’s launch in Vancouver, where he worked as an anchor and reporter. Originally from Peterborough, Ontario, Dan O’Toole graduated from Algonquin College in 1996 with a diploma in broadcasting. While in college, O’Toole called play-by-play for the Ottawa 67s. O’Toole moved to Vancouver in 1997 to work as a traffic reporter for CJJR-FM and CFUN-AM radio... Read More →
JO

Jay Onrait

Jay Onrait’s work assignments over the years have included coverage of the NHL Trade Deadline, NBA Finals, Vanier Cup and in-studio host of Toronto Raptors broadcasts on TSN.  Onrait also served as co-host of Olympic Morning alongside Bev Thompson during the Vancouver 2010 Olympic Winter Games. A native of Athabasca, Alberta, he first joined TSN in 1996 as an editorial assistant while still in school. After graduating from... Read More →


Saturday August 16, 2014 7:30pm - 11:00pm
Grand Event Room ABC White Oaks Resort & Spa, Niagara-on-the-Lake, ON
 
Sunday, August 17
 

7:00am

Breakfast
At your leisure!

Vouchers provided at registration.


Sunday August 17, 2014 7:00am - 10:30am
Sunhill Dining Room White Oaks Resort & Spa, Niagara-on-the-Lake, ON