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Welcome to CSTA 2026! 

Thank you, 2026 Sponsors & Exhibitors!
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Friday, August 21
 

7:00am PDT

Breakfast on the Terrace!
Friday August 21, 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
Friday August 21, 2026 7:00am - 8:30am PDT
The Plaza, The Westin Resort & Spa, Whistler
  Meal, Networking

8:15am PDT

CSTA 2026 Annual General Meeting
Friday August 21, 2026 8:15am - 8:30am PDT
Join us at the CSTA General Meeting with Andrea Brake, CSTA Chair. During this meeting, we will formally announce our new 2026 – 2028 board members, we will review the organization’s financials, providing transparency and insights into our fiscal health and achievements over the past year. Finally, we will officially launch the location and plans for our next conference.
Speakers
avatar for Andrea Brake

Andrea Brake

Director, Portfolio Trading & Analysis, ATB Investment Management
Andrea Brake is the Director of Portfolio Trading and Analysis at ATB Investment Management — Canada’s largest financial institution based in Western Canada. With almost 2 decades of experience in capital markets, Andrea is a Chartered Financial Analyst who began her career as... Read More →
Friday August 21, 2026 8:15am - 8:30am PDT
  General Information, Housekeeping

8:30am PDT

Asset Allocation from on High - A conversation with Multi-Asset PM's
Friday August 21, 2026 8:30am - 9:30am PDT
Join Morley Conn of Scotiabank in conversation with Craig Basinger of Purpose Investments, Sadiq Adatia of BMO Global Asset Management, and Rob Armstrong of ATB Investment Management for a timely discussion on asset allocation. The panel will explore how multi-asset portfolio managers are navigating today’s market environment, balancing risk and opportunity, and positioning portfolios for what may come next.
Moderator
avatar for Morley Conn

Morley Conn

Director, ETF Services, Scotiabank
Morley Conn has over thirty years of experience in sales and trading roles across Foreign Exchange, Money Markets and Equities. He is responsible for sales, strategy and research in ETF Services at Scotiabank Global Banking and Markets. Morley has an MBA from the University of Windsor... Read More →
Speakers
avatar for Craig Basinger

Craig Basinger

Chief Market Strategist, Purpose Investments
Craig Basinger is the Chief Market Strategist at Purpose Investments. With over 25 years of investment experience, Craig combines an educational foundation in economics & psychology, a useful combination given both markets and economy are driven by human behaviours. Craig’s thoughts... Read More →
avatar for Sadiq Adatia

Sadiq Adatia

BMO Global Asset Management
As Chief Investment Officer, Sadiq S. Adatia manages the BMO Global Asset Management (BMO GAM) Investment Teams and sits on the BMO GAM Executive Committee. He is responsible for overall investment strategy and risk management across BMO GAM’s investment solutions. He oversees asset... Read More →
avatar for Rob Armstrong

Rob Armstrong

Head of Multi-Asset Strategies, ATB Investment Management
Robert Armstrong is Head of Multi-Asset Strategies at ATB Investment Management Inc. (ATBIM). A seasoned investment professional with over 25 years of experience, Robert has a proven track record of success in building and managing multi-billion dollar investment portfolios. He is... Read More →
Friday August 21, 2026 8:30am - 9:30am PDT
  On-Stage Trader Talk Content, Content

9:30am PDT

Fireside Chat with Heather Ogden, Principal Dancer at the National Ballet of Canada
Friday August 21, 2026 9:30am - 10:15am PDT
Join Patrick McEntyre for a special fireside chat with Heather Ogden, Principal Dancer at The National Ballet of Canada. Through a candid conversation, Heather will share insights from her career at the highest level of performance, exploring the dedication, resilience, and mindset required to excel on and off the stage.
Moderator
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 →
Speakers
avatar for Heather Ogden

Heather Ogden

Principal Dancer, National Ballet of Canada
Heather Ogden is a Principal Dancer with The National Ballet of Canada. Born in Toronto, she trained at the Richmond Academy of Dance in British Columbia before joining the National Ballet in 1998 and rising to Principal Dancer in 2005.

Coached by Magdalena Popa and under the dire... Read More →
Friday August 21, 2026 9:30am - 10:15am PDT
  On-Stage Trader Talk Content, Content

10:15am PDT

Coffee Break & Networking with Exhibitors
Friday August 21, 2026 10:15am - 10:30am 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
Friday August 21, 2026 10:15am - 10:30am PDT
  Coffee Break, Networking

10:30am PDT

STA Update
Friday August 21, 2026 10:30am - 10:45am PDT
Join Jim Toes for an update from the Security Traders Association (STA), highlighting key developments, priorities, and initiatives impacting the trading community. This session will offer a timely look at the issues shaping the industry and what’s ahead for market participants.
Speakers
avatar for Jim Toes

Jim Toes

President, STA
Jim Toes has served as President and CEO of Security Traders Association (STA) since 2011. In this role, Mr. Toes maintains STA’s relationship with U.S. regulators and congressional policymakers, advocating for the employees and customers of the financial markets. Under Mr. Toes... Read More →
Friday August 21, 2026 10:30am - 10:45am PDT
  General Information, Content

10:45am PDT

Tokens of Change - The Future of Personal Finance
Friday August 21, 2026 10:45am - 11:45am PDT
Join Eric Bryce of National Bank Financial in conversation with Matt Billings of Robinhood and Swapnil Parikh of Wealthsimple for a forward-looking discussion on the evolution of personal finance. The panel will explore how technology, digital platforms, and changing investor expectations are reshaping the way people invest, manage their money, and engage with financial markets.
Moderator
avatar for Eric Bryce

Eric Bryce

Director, ETF & Electronic Trading, National Bank Financial

Speakers
avatar for Matt Billings

Matt Billings

Vice President of Brokerage and President, Robinhood Financial and Robinhood Securities
Matt Billings is the Vice President of Brokerage and President of Robinhood Financial and Robinhood Securities. Matt oversees the broker/dealer operations of these entities. Prior to Robinhood, Matt held roles at Two Sigma Securities as well as TD Ameritrade focusing on market data... Read More →
avatar for Swapnil Parikh

Swapnil Parikh

VP, Product, Wealthsimple
Swapnil Parikh leads investing products at Wealthsimple, overseeing the company’s Self-Directed Investing and Robo-Managed portfolio platforms. He brings over a decade of experience building both B2B and B2C technology products in the New York tech ecosystem. Prior to joining Wealthsimple... Read More →
Friday August 21, 2026 10:45am - 11:45am PDT
  On-Stage Trader Talk Content, Content

11:45am PDT

Boxed Lunch
Friday August 21, 2026 11:45am - 12:00pm PDT
CSTA 2026 Content is officially wrapped up! It’s time to refuel with a delicious lunch before heading into an afternoon of fun. Will you be hitting the golf course, taking your best shot on the pickleball court, or perhaps marching to the beat of your own drum?

Whatever you choose, the afternoon is yours to conquer! 🏌️‍♀️🏓🏔️
Sponsors
avatar for Scotiabank
Friday August 21, 2026 11:45am - 12:00pm PDT
  Meal, Networking

12:00pm PDT

Golf Shuttle Bus - Fairmont Chateau Whistler Golf Club
Friday August 21, 2026 12:00pm - 12:30pm PDT
Don't be tardy! Shuttle board will begin loading at noon!

Come on board the shuttle bus and we'll take a quick ride over to the course - it's going to be a great time!
Friday August 21, 2026 12:00pm - 12:30pm PDT
  Bus Shuttle, Group Transportation

1:00pm PDT

CSTA 2026 Golf Tournament
Friday August 21, 2026 1:00pm - 5:00pm PDT
Fairmont Chateau Whistler @ 4599 Chateau Blvd, Whistler, BC V8E 0Z5
Sponsored by Virtu, test your skills and connect with fellow members on a challenging 18-hole course in this adults-only event. Registration and fee are required. Enjoy the convenience of a shuttle bus and boxed lunch, with limited club rentals and electric carts available.
Sponsors
avatar for Virtu Financial
Friday August 21, 2026 1:00pm - 5:00pm PDT
Fairmont Chateau Whistler 4599 Chateau Blvd, Whistler, BC V8E 0Z5
  Off-Off Stage Events, Adults Only

1:30pm PDT

Pickleball Shuttle Bus - Whistler Racket Club
Friday August 21, 2026 1:30pm - 2:00pm PDT
Don't be tardy! Bus departs at 1:45pm sharp!

Come on board the shuttle bus and we'll take a quick ride over to the pickleball event - it's going to be a great time!
Friday August 21, 2026 1:30pm - 2:00pm PDT
  Bus Shuttle, Group Transportation

2:00pm PDT

Pickleball
Friday August 21, 2026 2:00pm - 5:00pm PDT
Whistler Racket Club @ 4500 Northlands Blvd, Whistler, BC V8E 0Z4
Join us for Pickleball Plus: An 80s Throwback Experience at the Whistler Racket Club. Expect music, snacks, prizes, and plenty of neon energy. All skill levels welcome — come for the game, stay for the vibes!
Sponsors
avatar for Flextrade
Friday August 21, 2026 2:00pm - 5:00pm PDT
Whistler Racket Club 4500 Northlands Blvd, Whistler, BC V8E 0Z4
  Off-Off Stage Events, Adults Only
 

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Wednesday, August 19
Thursday, August 20
Friday, August 21
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