Thank you to all participants for attending the IIAC - Investment Industry Association of Canada Market Data Forum, and for your contributions to an exceptional roundtable discussion about the root causes of, and the meaningful solutions to, market data costs, moderated by Alan Hutton, P.Eng.. A special thanks to our Presenters: Richard Carleton, Chief Executive Officer, Canadian Securities Exchange (CSE) Drew Hermann, Head of U.S. Operations, Substantive Research Ltd. Dave Hill, Managing Director, Product Management, TMX Group Dave Lauer, Chief Executive Officer, Urvin Finance Czarina Viele Reinante, Head of Market Data and ESG Analytics, Substantive Research Ltd. R. "Tee" Williams, Principal, Tee Williams Associates The IIAC will continue to provide frank and knowledgeable forums to arrive at effective answers for market data costs.
IIAC - Investment Industry Association of Canada
Financial Services
Toronto, ON 3,944 followers
Asset. Ally. Advocate.
About us
Asset. Ally. Advocate. The Investment Industry Association of Canada (IIAC) is the national association representing investment firms that provide products and services to Canadian retail and institutional investors. Our members manufacture and distribute a variety of securities such as mutual funds and other managed equity and fixed income funds and provide a diverse array of portfolio management, advisory and non-advisory services. Our members trade in debt and equity on all marketplaces, provide carrying broker services and underwrite issuers in public and private markets. They operate in Canadian and global capital markets. Our Services: We provide: - Advocacy: We are a strong voice for current and future issues that matter and contribute to vibrant, compliant capital markets that create jobs and investor benefits. - Forums: For industry stakeholders to come together to discuss and address current and emerging issues impacting efficient, informed and compliant markets and its investors. - Education: Education and continuing education conferences and seminars for CE credit. - Resources: Industry data, tools, templates, surveys, and other practical resources. The IIAC is a member of the International Council of Securities Associations (ICSA).
- Website
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https://iiac-accvm.ca/
External link for IIAC - Investment Industry Association of Canada
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Toronto, ON
- Type
- Nonprofit
- Founded
- 2006
Locations
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Primary
TD West Tower
100 Wellington St West, Suite 1910
Toronto, ON M5K 1H6, CA
Employees at IIAC - Investment Industry Association of Canada
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Michael Konopaski, CPA, CFP, CIM, PhD, ICD.D
An independent, flat-fee dealer working with advisors and portfolio managers to create the future of wealth management advice
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Martin Guest, B.A., LL.B., CFA, ICD.D
Seasoned financial services executive
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Shahrokh Shahabi-Azad
Director - Capital Markets | Economist | Policy
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Philippe Girard
Founder & CEO chez Berkindale Analytics
Updates
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The IIAC #Operations Day Conference is fast approaching. On May 9 we will examine and discuss the challenges and transformational changes impacting securities’ industry operations management: - The Operations Workforce of Today and Tomorrow - Data Uses, Transfers, Storage and Analytics - Account Transfers - Corporate Actions - Total Cost Reporting - The Future of Ops To view the full agenda and to REGISTER, click here https://lnkd.in/gn4ZJ86a Location: Toronto, First Canadian Place, Lennox Hall #accounttransfers #corporateactions #totalcostreporting #TCR #Ops #Operations #financialindustry #financialsector #securitiesindustry #investmentindustry
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IIAC TO HOST MARKET DATA FORUM – KEY TRENDS AND HOT BUTTON ISSUES CLICK IMAGE BELOW TO REGISTER: TORONTO, April 23, 2024 /CNW/ - Escalating market data costs have drawn global regulatory and buy side and sell side attention, and triggered demands for greater price transparency. On May 2, IIAC - Investment Industry Association of Canada Industry Association of Canada (IIAC) is hosting a roundtable forum in Toronto dedicated to addressing the state of market data pricing, including pricing trends in Europe and North America; the practical impact of Canadian, U.S. and UK regulatory frameworks; and proposed practical solutions. Participants will provide industry-leading insights and analysis on: - Cost methodologies, including the data fee methodology (DFM) and fee approvals. - Operational Procedures, including procedural efficiencies, licensing, and audit practices, that may decrease costs - Structures and administration models: including information processors, consolidators, and their cost impacts Joining the conversations are: - Richard Carleton, Chief Executive Officer, Canadian Securities Exchange (CSE) - Drew Hermann, Head of U.S. Operations, Substantive Research Ltd. - Dave Hill, Managing Director, Product Management, TMX Group - Jeff Kimsey, Vice President and Head of Market Data Regulation, Nasdaq - Dave Lauer, Chief Executive Officer, Urvin Finance - Cindy Petlock, Chief Legal Officer and Corporate Secretary, TradeLogiq Markets Inc. - Czarina Viele Reinante, Head of Market Data and ESG Analytics, Substantive Research Ltd. - R. "Tee" Williams, Principal, @Tee Williams Associates All attendees are welcome to contribute to the discussion.
IIAC MARKET DATA FORUM
https://iiac-accvm.ca
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THIS THURSDAY …. SHAPING THE FUTURE OF MONEY: EMINENT CANADIAN AND U.S. DIGITAL CURRENCY EXPERTS GATHER AT THE IIAC Over 130 countries, including Canada, are actively exploring a Central Bank Digital Currency (CBDCs). A digital dollar would have far-reaching implications for the financial system and the Canadian economy. Is a CBDC inevitable, and what are its true impacts? Register Here! https://lnkd.in/gsasqkeB
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IIAC TO HOST TOP DIGITAL CURRENCY EXPERTS FROM CANADA AND THE U.S. SHAPING THE FUTURE OF MONEY Register here: https://lnkd.in/gsasqkeB Join us on April 18 in Toronto for a knowledgeable and provocative panel discussion that shines the spotlight on central banks’ forays into digital currency, tests the boundaries of our thinking, and prepares us for what may lie ahead. Moderator: Andreas Veneris, Connaught Scholar and Professor, Department of Electrical and Computer Engineering, cross-appointed with Computer Science, University of Toronto. https://lnkd.in/gw-7qrWd Speakers: Yaya Jata Fanusie, Adjunct Senior Fellow, Centre for a New American Security (CNAS); Director, Policy, AML & Cyber Risk, Crypto Council for Innovation (CCI); former CIA counterterrorism analyst. https://lnkd.in/gVbjiw3y Jennifer B. Lassiter, Executive Director, Digital Dollar Project; Mosaic Fellow, Progressive Policy Institute. https://lnkd.in/gzzBFZdj Andreas Park, Research Director, FinHub, Rotman School of Management; Professor of Finance, Department of Management, University of Toronto Mississauga & Rotman School of Management. https://lnkd.in/g5Yi4i2h Paul Samson, President, Centre for International Governance Innovation (CIGI). https://lnkd.in/gMwCTeXN #CBDC #digitalcurrency #paymentsystem #currency #financialsystem #payments #money #blockchain #financialservices #centralbanks
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The IIAC - Investment Industry Association of Canada event on blue bonds was a resounding success. A big thank you to T. Rowe Price for sponsoring this event, and to Zaheed Jiwani, CFA; Michael Summers, CFA, and Jonathan Flegg, CFA, MBA, with T. Rowe Price for attending, and to Michael for speaking. Innovations in financing are helping create a more protected and sustainable global water economy.
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This morning, an impressive lineup of speakers shared their insights and perspectives on blue bonds, the next wave in sustainable financing focused on conservation and sustainable management of ocean and coastal resources. And what a discussion it was! Thank you Sue McNamara, Beutel, Goodman & Company Ltd. for moderating the discussion, and to the panelists Bruce Dudley, The Delphi Group, Inc.; Siddharth Samarth, CIBC Capital Markets; Michael Summers, CFA, T. Rowe Price; and John Uhren, BMO Capital Markets. And thank you to everyone that attended this IIAC - Investment Industry Association of Canada event. #bonds, #bluebonds, #capitalmarkets, #sustainableinvesting, #sustainability
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This week our industry leader spotlight is on Michael Katchen, Co-Founder and CEO, Wealthsimple. Read more here: https://lnkd.in/gT9Fb3nw #industryleaders #finance #advice #leadership #wisdom #insights
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IIAC CONVENES ‘BLUE ECONOMY’ EXPERTS: ARE BLUE BONDS PART OF CANADA’S SUSTAINABLE FINANCE FUTURE? REGISTER HERE: https://lnkd.in/gV5c9-Zs While a nascent market today, blue bonds are an emerging area of sustainable finance and could support projects focused on the Blue Economy – coastal climate adaptation and resilience; marine ecosystem management, conservation and restoration; sustainable coastal and marine tourism; sustainable marine value chains; marine renewable energy; marine pollution; sustainable ports; and sustainable marine transport. Join us for breakfast on March 26, 2024, to hear from a prominent panel of leaders on how we can bring the power of capital markets to Canada’s blue economy. Moderator: Sue McNamara, Senior Vice President, Fixed Income, Head of Responsible Investing, Beutel, Goodman & Company Ltd. Speakers: Bruce Dudley, Senior Vice President, Strategy & Innovation, Delphi Group Inc. Siddharth Samarth, Managing Director & Head, Sustainable Finance, CIBC Capital Markets John Uhren, Managing Director, Sustainable Finance, BMO Capital Markets Michael Summers, CFA, Portfolio Specialist, T. Rowe Price, Inc. Thank you to our sponsors T. Rowe Price! #bluebonds #bonds #bondmarket #fixedincome #capitalmarkets #sustainability #sustainablefinance #blueconomy #coastalresilience #climateadaptation #marineecosystems #conservation #marinetransport #ports #ecosystemrestoration #responsibleinvesting #responsibleinvestment #IIACEvent #TorontoEvents #IIAC
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IIAC - Investment Industry Association of Canada reposted this
Canada's vast coastline and ocean territory present immense opportunities for the Blue Economy. Enter Blue Bonds - an emerging sustainable financing solution to support projects in this area. Join CIBC Capital Markets' Siddharth Samarth, Managing Director & Head, Sustainable Finance, along with a panel of leaders on how to bring the power of capital markets to Canada's blue economy on March 26, 2024 at a breakfast hosted by IIAC - Investment Industry Association of Canada. Register here: https://lnkd.in/gV5c9-Zs #SustainableFinance #BlueBonds #FixedIncome