BIMA Fall Conference 2018

November 07, 2018
8:00 AM - 4:00 PM
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TMX Gallery
130 King Street West
Toronto, ON M5X 1K6

BIMA's 2018  Fall Conference , Wednesday November 7th, 2018, Toronto 

In this full day session, we will hear from regulators, get updates on technologies and their impacts, throw light on the CRB,  learn about changes coming our way and of course hold our ever popular closed door session. Agenda below and attached. Following the event, members are invited for cocktails and dinner sponsored by CIBC.  See full agenda below and attached for print. 

This is a member only event. As a BIMA member, you have one complimentary admission. Register Now!

If you plan to attend the CIBC Sponsored dinner at Barbarian's - please email Sarah Cooper to confirm and advise of any dietary restrictions. 

BIMA hosts conferences for its members twice a year. Each conference delivers a high-quality agenda that provides education and professional development opportunities. Join BIMA today.  

Non-members, please contact us if you are interested in attending.

2018 BIMA Fall Conference - Agenda 

Wednesday, November 7, 2018

Location: TMX, The Exchange Tower, 130 King Street West, Toronto

8:30AM – 9:15 AM         

Continental Breakfast & Registration

9:15 AM – 9:30 AM

BIMA AGM & Welcome

Mark Holleran, BIMA President

9:30 AM – 10:00 AM

Fireside Chat with Kevin Sampson, President, Trading, TMX Equity Markets

Moderator: Mark Holleran, Vice President Equities, Vestcor Inc.

10:00 AM - 10:45 AM

The Regulatory Landscape

Moderator: Synthia St-Michel, Vice President and Head of Trading, Intact 


  • Sonali GuptaBhaya, Director, Market Regulation Policy, IIROC
  • Alex Petro, Trading Specialist, OSC                                        

10:45 AM – 11:00 AM

Coffee Break

11:00 AM - 12:00 PM

Demystifying the Central Risk Book (CRB)

Moderator: Mark Holleran, Vice President Equities, Vestcor Inc.


  • Joe Montesano, Partner/Head of Micro and Macro One Delta Trading, Goldman Sachs
  • David Johnsen, Head of Americas Electronic Product, Barclays
  • Doug Clark, Managing Director, Head of Americas Market Structure, ITG

12:00 PM – 1:30 PM

Lunch Presentation Sponsored by Liquidnet: The Future Head Trader: What You Need to Know


  • Jeff Schwartzman, Head of Liquidnet University
  • Jay Lee, Head of Liquidnet Canada

1:30 PM – 2:30 PM

Artificial Intelligence

Moderator: Craig Gaskin, CFA, TD Asset Management Inc.


  • Wallace Trenholm, Co-Founder & CEO, Sightline Innovations
  • Joe Rooney, CFO, Sightline Innovations

2:30 PM - 2:45 PM

Coffee Break

2:45 PM - 3:45 PM

CIBC: The Evolution of the Sell Side Trade Desk

 Presenter: Ryan Fan, MD and Head, Institutional Equity Sales & Trading

3:45 PM – 5:00 PM

Closed Door Session (BIMA Members Only)

5:30 PM

Dinner & Drinks Sponsored by CIBC Capital Markets

Barbarian Steakhouse

7 Elm Street, Yonge & Dundas area


$0.00 BIMA Fall Conference -November 7, 2018

$0.00 Guest Ticket - BIMA Fall Conference 2018