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Welcome to CSTA 2026! 

Thank you, 2026 Sponsors & Exhibitors!
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Thursday, August 20
 

7:00am PDT

Exhibitor/Vendor Fair
Thursday August 20, 2026 7:00am - 8:00am PDT

Vendors
avatar for IRESS
avatar for S3

S3

S3
Global Regulatory Compliance & Trade Analytics Software
 
S3 is a full-service compliance and trade analytics software company that serves many of the world’s largest financial institutions and exchanges. S3’s sleek, easy-to-use platform features trade analysis tools such as Global Best Ex & TCA for Options, Equities, and Fixed Income... Read More →
avatar for TradeFabric.ai

TradeFabric.ai

Spacetime.io

avatar for TRAFiX

TRAFiX

TRAFiX
TRAFiX is a broker neutral FinTech company providing innovative Order & Execution Management solutions, real-time FIX connectivity and normalized API interfaces to address the functional and regulatory requirements of the Financial Services Industry. Our scalable offering has been... Read More →
Thursday August 20, 2026 7:00am - 8:00am PDT
  Off-Stage Networking, Content

7:00am PDT

Breakfast on the Terrace!
Thursday August 20, 2026 7:00am - 8:30am PDT
The Plaza, The Westin Resort & Spa, Whistler
Attendees at the CSTA 2026 Conference are invited to enjoy breakfast on the terrace, surrounded by the beautiful Whistler scenery. As breakfast will be served outdoors, mornings may be cool, so we recommend bringing a sweater or light jacket to stay comfortable.
Sponsors
avatar for Scotiabank
Thursday August 20, 2026 7:00am - 8:30am PDT
The Plaza, The Westin Resort & Spa, Whistler
  Meal, Networking

7:15am PDT

Women in Finance Breakfast
Thursday August 20, 2026 7:15am - 8:00am PDT
2nd floor - Callaghan Room - Westin Resort & Spa
Start your morning with an inspiring breakfast exploring how peak performance, bold leadership, and the power of sponsorship can help women in finance reach new heights. Moderated by Jessica Havican of State Street Investment Management, the conversation will feature Andree St-Germain, John Christofilos of AGF Investments, and Prerna Mathews of Mackenzie Investments, sharing their perspectives, experiences, and insights with fellow industry professionals.
Moderator
avatar for Jessica Havican

Jessica Havican

Vice President, Americas International, State Street Investment Management

Speakers
avatar for John Christofilos

John Christofilos

Chief Trading Officer, AGF Investments Inc.
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... Read More →
avatar for Prerna Mathews

Prerna Mathews

Vice President, Product Innovation & Development, Mackenzie Investments
Prerna Mathews is the Vice President of Product Innovation and Development at Mackenzie
Investments. In her role, she is responsible for designing and leading product innovation across
Mackenzie’s retail mutual funds, ETFs, liquid alternatives, and private assets. Prerna also lea... Read More →
avatar for Andree St-Germain

Andree St-Germain

Andree St-Germain is an experienced mining finance executive with an extensive background in M&A, mining finance, financial management and corporate governance. Ms. St-Germain has over a decade of senior executive management experience in the mining industry and is currently CFO of... Read More →
Sponsors
avatar for State Street
Thursday August 20, 2026 7:15am - 8:00am PDT
2nd floor - Callaghan Room - Westin Resort & Spa
  On-Stage Trader Talk Content, Content

8:00am PDT

CSTA 2026: Trader Talk Opening Remarks
Thursday August 20, 2026 8:00am - 8:15am PDT
Kick off CSTA 2026 Trader Talk with opening remarks from Patrick McEntyre, setting the stage for the conversations, insights, and industry perspectives to follow.
Speakers
avatar for Patrick McEntyre

Patrick McEntyre

Managing Director and Co-head Institutional Sales, National Bank Financial
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... Read More →
Thursday August 20, 2026 8:00am - 8:15am PDT
  On-Stage Trader Talk Content, Content

8:15am PDT

Keynote - Risky Business - At the Intersection of Investing and Gambling
Thursday August 20, 2026 8:15am - 9:00am PDT
Join Aaron Brown for a thought-provoking keynote exploring the fascinating intersection of investing, risk, and gambling. This session will examine how decision-making, probability, and human behaviour shape the way we think about risk in financial markets and beyond.
Speakers
avatar for Aaron Brown

Aaron Brown

Professor and Author, Independent
Aaron Brown is the author of Wrong Number (Wiley, 2026), which exposes the methodologically flawed statistics behind widely‑cited claims on gun control, climate, public health, housing, and more. He hosts the companion Wrong Number video series for Reason Television and writes a Bloomberg Opinion column. A long‑time poker player, financial trader, and risk manager, in the 1980s he led a group of quants — before that was a word — applying systematic Liar’s Poker strategies on trading floors to gain respect... Read More →
Thursday August 20, 2026 8:15am - 9:00am PDT
  On-Stage Trader Talk Content, Content

9:00am PDT

A Fireside Chat with Justin Lord
Thursday August 20, 2026 9:00am - 9:45am PDT
A Fireside Chat with Justin Lord, CIO of AIMCO 
with Justin Lord
Speakers
avatar for Doug Clark

Doug Clark

Managing Director, TMX Group
Doug Clark is the Managing Director, Head of Market Structure and Equity Market Design for TMX Group. Prior to joining TMX, Doug spent many decades running trading and research groups for a small, but impressive group of Global dealers. Doug is a past chair of the CSTA, and has also... Read More →
avatar for Justin Lord

Justin Lord

Chief Investment Officer, Alberta Investment Management Corporation
Justin Lord is AIMCo’s Chief Investment Officer. He oversees AIMCo’s investment teams, helping ensure the successful execution of the investment strategy.Mr. Lord, who joined AIMCo in 2012, was promoted to the CIO role in 2025. Prior to this appointment, he held several key roles... Read More →
Thursday August 20, 2026 9:00am - 9:45am PDT
  On-Stage Trader Talk Content, Content

9:45am PDT

Investing with Conviction & Humility - Strategy Update
Thursday August 20, 2026 9:45am - 10:30am PDT
Join Brian Belski for a timely strategy update exploring what it means to invest with both conviction and humility. Brian will share his perspective on current market dynamics, key opportunities and risks, and the disciplined thinking needed to navigate an evolving investment landscape.
Speakers
avatar for Brian Belski

Brian Belski

CEO, Chief Investment Officer, Humilis Investment Strategies
Humilis Investment Strategies (HiS) was founded in 2025 by Brian Belski, a Wall Street veteran of over 36 years. Brian has held roles at firms including BMO, Oppenheimer & Company, Merrill Lynch, Piper Jaffray, Dain Bosworth, and William O’Neil + Company. Humilis serves financial... Read More →
Thursday August 20, 2026 9:45am - 10:30am PDT
  On-Stage Trader Talk Content, Content

10:30am PDT

Coffee Break & Networking with Exhibitors
Thursday August 20, 2026 10:30am - 11:00am PDT
Enjoy some snacks and coffee while networking with CSTA 2026 Exhibitors and other conference attendees at the Cboe sponsored Espresso Bar. Be sure to check out the CSTA Swag Lounge!
Sponsors
avatar for Cboe
Thursday August 20, 2026 10:30am - 11:00am PDT
  Coffee Break, Networking

11:00am PDT

CSTA Presidents Update
Thursday August 20, 2026 11:00am - 11:15am PDT
Join John Christofilos for the CSTA President’s Update, featuring key highlights from the past year, important association developments, and a look ahead at the priorities and opportunities shaping CSTA’s future.
Speakers
avatar for John Christofilos

John Christofilos

Chief Trading Officer, AGF Investments Inc.
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... Read More →
Thursday August 20, 2026 11:00am - 11:15am PDT
  General Information, Content

11:15am PDT

Market Structure on the Mountain
Thursday August 20, 2026 11:15am - 12:15pm PDT
Join Scott Baker, Larry Tabb, Grant McLaughlin, and Ana Avramovic for a timely discussion on the forces shaping today’s equity markets. The panel will explore evolving market structure, trading trends, and the key developments impacting participants across Canadian and U.S. markets.
Speakers
avatar for Scott Baker

Scott Baker

Market Structure and Index Products, TD Securities
Scott Baker joined TD Securities in 2023 as a part of TD Securities Index and Market Structure research team within Institutional Equities. His work focuses primarily on index research, including index construction, rebalancing and market structure dynamics. Scott graduated from Wilfrid... Read More →
avatar for Larry Tabb

Larry Tabb

Director of Market Structure Research, Bloomberg, LLP
Larry Tabb is the Director of Market Structure Research at Bloomberg, LLP. Currently Larry is writing as well as managing a team developing research and insight on financial markets in frastructure, technology, regulation, trading practices and industry issues.

Prior to joining Bloomberg in June 2020, Larry was the Research Chairman of TABB Group, the financial markets’ strategic advisory and research firm where he managed research and consulting for TABB Group. Mr. Tabb published on many aspects of the capital markets industry and has... Read More →
avatar for Grant McLaughlin

Grant McLaughlin

Managing Director, Head of Canadian Electronic Sales, BMO Capital Markets
Grant McLaughlin is the Managing Director, Head of Canadian Electronic Sales at BMO Capital Markets. In his role, Grant is responsible for leading the electronic sales and coverage teams in our consultative approach to strategy customization and experimentation, as well as helping... Read More →
avatar for Ana Avramovic

Ana Avramovic

Head of US Equity Market Structure, Bank of America Merrill Lynch
Ana Avramovic is the Head of Market Structure Analysis at Bank of America Merrill Lynch. Prior to joining BofA, 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... Read More →
Thursday August 20, 2026 11:15am - 12:15pm PDT
  On-Stage Trader Talk Content, Content

12:15pm PDT

Lunch on the Terrace!
Thursday August 20, 2026 12:15pm - 1:15pm PDT
The Plaza, The Westin Resort & Spa, Whistler
Attendees at the CSTA 2026 Conference are invited to enjoy lunch on the terrace, surrounded by the beautiful Whistler scenery. As breakfast will be served outdoors, mornings may be cool, so we recommend bringing a sweater or light jacket to stay comfortable.


Sponsors
avatar for Scotiabank
Thursday August 20, 2026 12:15pm - 1:15pm PDT
The Plaza, The Westin Resort & Spa, Whistler
  Meal, Networking

1:15pm PDT

Update with the Regulators - Don't Look Back We're Not Going That Way
Thursday August 20, 2026 1:15pm - 1:45pm PDT
Join Valerie Grimba of RBC Capital Markets in conversation with Kevin McCoy of the Canadian Investment Regulatory Organization for a timely update on the evolving regulatory landscape. This session will look ahead at the priorities, developments, and market structure considerations shaping the future of Canada’s capital markets.
Moderator
avatar for Valerie Grimba

Valerie Grimba

Director, Global ETF Sales & Strategy, RBC Capital Markets
Valerie Grimba serves as Director, Global ETF Sales & Strategy at RBC Capital Markets. In this role, she is responsible for providing solutions to help RBC’s institutional clients better understand and implement ETF strategies. She also works closely with ETF issuers to help facilitate... Read More →
Speakers
avatar for Kevin McCoy

Kevin McCoy

Senior Vice-President, Market Regulation, Canadian Investment Regulatory Organization
As Senior Vice-President, Market Regulation, Kevin is part of the CIRO executive leadership
team and is responsible for all of CIRO’s market-related functions including Market Policy,
Surveillance (including equity, debt, cross-asset, and crypto), Trading Review and Analysis, and
... Read More →
avatar for Michelle Alexander

Michelle Alexander

Acting Senior Vice President, Ontario Securities Commission
Michelle is currently serving as Acting Senior Vice President of the Trading & Markets Division at the Ontario Securities Commission. Michelle oversees a division which is responsible for infrastructure oversight in the areas of markets, clearing, SROs and derivatives. Prior to joining... Read More →
Thursday August 20, 2026 1:15pm - 1:45pm PDT
  On-Stage Trader Talk Content, Content

1:45pm PDT

AI Agents in Capital Markets - "Just bumping this"
Thursday August 20, 2026 1:45pm - 2:30pm PDT
Join Blair Livingston for a forward-looking session exploring how AI agents are beginning to reshape capital markets. From automating workflows and enhancing decision-making to changing how teams interact with data and technology, this session will look at where AI is headed and what it could mean for the future of the industry.
Speakers
avatar for Blair Livingston

Blair Livingston

Founder, Contextual Markets
Blair Livingston is a capital markets entrepreneur and technology founder focused on how AI will reshape institutional finance. He began his career at RBC Capital Markets in electronic trading and desk strategy before joining IEX during its early growth as a major market-structure... Read More →
Thursday August 20, 2026 1:45pm - 2:30pm PDT
  On-Stage Trader Talk Content, Content

2:30pm PDT

Coffee Break & Networking with Exhibitors
Thursday August 20, 2026 2:30pm - 2:45pm PDT
Enjoy some snacks and coffee while networking with CSTA 2026 Exhibitors and other conference attendees at the Cboe sponsored Espresso Bar. Be sure to check out the CSTA Swag Lounge!
Sponsors
avatar for Cboe
Thursday August 20, 2026 2:30pm - 2:45pm PDT
  Coffee Break, Networking

2:45pm PDT

Technical Analysis - Taking in the view from Hogwarts
Thursday August 20, 2026 2:45pm - 3:30pm PDT
Join Sid Mokhtari for a technical analysis session focused on reading the market landscape from a broader perspective. Sid will share his take on key trends, signals, and market dynamics, offering insights into what the charts may be telling us about where markets could be headed next.
Speakers
avatar for Sid Mokhtari

Sid Mokhtari

Chief Market Technician, CIBC
Sid Mokhtari is a member of the CIBC Capital Markets Investment Strategy Committee and Asset Allocation Team, where he provides active investment counsel to portfolio managers across CIBC Wood Gundy network and institutional clients. His research focuses on translating cross‑asset... Read More →
Thursday August 20, 2026 2:45pm - 3:30pm PDT
  On-Stage Trader Talk Content, Content

3:30pm PDT

Modernization: Risk of Change vs. Risk of Standing Still
Thursday August 20, 2026 3:30pm - 4:15pm PDT
Moderninzation: Risk of Change vs. Risk of Standing Still
Moderator
avatar for Andrew Clark

Andrew Clark

Head of Business Development, Iress Canada
Andrew Clark is Head of Business Development for Iress Canada, which is a core part of the firm's global trading and market data business. A capital markets executive with over two decades of experience across electronic trading, market structure and fintech, he has led the modernization... Read More →
Speakers
avatar for Armando Benitez

Armando Benitez

Chief Data & Analytics Officer, Head of AI, BMO Capital Markets
Armando Benitez is the Chief Data & Analytics Officer (CDAO) and Head of AI at BMO Capital Markets. He leads a team of engineers, strategists, and AI professionals who create end-to-end solutions at the intersection of Finance and Technology.As CDAO, Armando shapes the strategic... Read More →
avatar for Ian Williams

Ian Williams

Global Head of Trading and Execution Product Management, Broadridge
Ian Williams is a seasoned capital markets executive with more than 30 years of experience spanning trading, market structure, and global product leadership. He currently serves as Global Head of Trading and Execution Product Management at Broadridge, where he is responsible for shaping... Read More →
avatar for Scott Feagans

Scott Feagans

SVP of Trading Infrastructure and Sales Engineering, Options IT
Scott Feagans is the SVP of Trading Infrastructure and Sales Engineering at Options, a global leader in financial technology specializing in capital markets technology and enterprise grade solutions. With over 25 years in fintech, Scott specializes in ultra-low latency (ULL) and advanced... Read More →
Thursday August 20, 2026 3:30pm - 4:15pm PDT
  On-Stage Trader Talk Content, Content

4:15pm PDT

BUYSIDE ONLY - Breakout Session
Thursday August 20, 2026 4:15pm - 5:00pm PDT
Moderninzation: Risk of Change vs. Risk of Standing Still
Moderator
avatar for John Dang

John Dang

Senior Trader, CIBC Global Asset Management
John Dang is a Senior Trader, Equities at CIBC Global Asset Management, with more than 15 years of experience across institutional trading, market structure, trading technology, and regulatory transformation. Over the course of his career at CIBC, TD, Scotiabank, and Macquarie, he... Read More →
Speakers
avatar for Reid McGregor

Reid McGregor

Principal, OMERS
Reid McGregor is a Principal at OMERS and a member of the Global Trading Team. He has more than 15 years of institutional buy-side and sell-side experience across global equities, derivatives and commodities. He specializes in global execution and portfolio implementation across developed... Read More →
avatar for Carrie Freeborough

Carrie Freeborough

Managing Director, Head of Centralized Trading, Alberta Investment Management Corporation (AIMCo)
Carrie joined AIMCo at the beginning of 2024 to Head the Cross Asset Trading Desk including Equity, Fixed Income, FX and all derivatives related products. Carrie has over 25 years of global trading experience and has worked on both sides of the street, spending most of her career... Read More →
avatar for Brent Mahoney

Brent Mahoney

Director, Trading, Mackenzie Investments
With extensive experience in institutional equity trading across Canadian and global markets, Brent brings a broad perspective on market structure, liquidity, and trade execution.

His career has spanned fund accounting and equity trading. After roles with Investor's Group and Gre... Read More →
Thursday August 20, 2026 4:15pm - 5:00pm PDT
  On-Stage Trader Talk Content, Content

5:00pm PDT

Vendor Fair Cocktail
Thursday August 20, 2026 5:00pm - 5:45pm PDT
Cheers to a productive day - now it's time for cocktails and conversation! Cheers! 
Vendors
avatar for Clearpool
avatar for IRESS
avatar for S3

S3

S3
Global Regulatory Compliance & Trade Analytics Software
 
S3 is a full-service compliance and trade analytics software company that serves many of the world’s largest financial institutions and exchanges. S3’s sleek, easy-to-use platform features trade analysis tools such as Global Best Ex & TCA for Options, Equities, and Fixed Income... Read More →
avatar for TradeFabric.ai

TradeFabric.ai

Spacetime.io

avatar for TRAFiX

TRAFiX

TRAFiX
TRAFiX is a broker neutral FinTech company providing innovative Order & Execution Management solutions, real-time FIX connectivity and normalized API interfaces to address the functional and regulatory requirements of the Financial Services Industry. Our scalable offering has been... Read More →
Thursday August 20, 2026 5:00pm - 5:45pm PDT
  Off-Off Stage Events, Networking

5:15pm PDT

CSTA Board Of Governors & Affiliate Presidents Meeting
Thursday August 20, 2026 5:15pm - 5:45pm PDT
2nd Floor - Glacier Room - Westin Resort & Spa

Thursday August 20, 2026 5:15pm - 5:45pm PDT
2nd Floor - Glacier Room - Westin Resort & Spa
  General Information, Housekeeping

6:00pm PDT

Whistler Gondola Brought to you by CSTA & TMX
Thursday August 20, 2026 6:00pm - 10:00pm PDT
Roundhouse Lodge - Whistler Mountain @ 4545 Blackcomb Way, Whistler, BC V0N 1B4
Peaks & Pints at the Roundhouse

Join CSTA and TMX for a casual evening high above Whistler at the Roundhouse Lodge. Take in the incredible mountain views while enjoying food, drinks, and time to connect with fellow CSTA 2026 attendees.
The theme is Peaks & Pints, so come casual and comfortable! Since we’ll be at the top of Whistler Mountain, temperatures can be cooler in the evening, be sure to bring a sweater or light jacket.
Sponsors
avatar for TMX
Thursday August 20, 2026 6:00pm - 10:00pm PDT
Roundhouse Lodge - Whistler Mountain 4545 Blackcomb Way, Whistler, BC V0N 1B4
  Off-Off Stage Events, Family Event
 

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Wednesday, August 19
Thursday, August 20
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2nd floor - Callaghan Room - Westin Resort & Spa
2nd Floor - Glacier Room - Westin Resort & Spa
Fairmont Chateau Whistler
Roundhouse Lodge - Whistler Mountain
The Longhorn Saloon
The Plaza, The Westin Resort & Spa, Whistler
Whistler Racket Club
  • Bus Shuttle
  • Coffee Break
  • General Information
  • Meal
  • Off-Off Stage Events
  • Off-Stage Networking
  • On-Stage Trader Talk Content