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Welcome to CSTA 2025! 

Thank you, 2025 Sponsors & Exhibitors!
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Thursday, August 21
 

7:00am EDT

Breakfast with Exhibitors/Vendors
Thursday August 21, 2025 7:00am - 8:00am EDT
Fairmont Château Laurier @ 1 Rideau St, Ottawa, ON K1N 8S7
Attendees at the CSTA 2025 conference can enjoy a buffet breakfast while meeting with vendors eager to showcase how their solutions can improve and streamline YOUR business.🌟🚀
Thursday August 21, 2025 7:00am - 8:00am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7
  Meal, Networking

7:00am EDT

Women in Finance Breakfast Sponsored by Virtu Financial
Thursday August 21, 2025 7:00am - 8:00am EDT
Fairmont Château Laurier @ 1 Rideau St, Ottawa, ON K1N 8S7
Women in Finance Breakfast
with Martha Fell, Cindy Lee, and Janhavi Nandre
Start your morning with fresh coffee, bold insights, and powerful voices. Join us for an engaging conversation with three trailblazing women in finance as they share their journeys, challenges, and visions for a more inclusive future in the industry. Be inspired, connect, and celebrate leadership that’s shaping the financial world.
Thursday August 21, 2025 7:00am - 8:00am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7
  On-Stage Trader Talk Content, Content

7:00am EDT

Exhibitor/Vendor Fair
Thursday August 21, 2025 7:00am - 6:30pm EDT
Thursday August 21, 2025 7:00am - 6:30pm EDT
  Off-Stage Networking, Content

8:00am EDT

CSTA 2025: Trader Talk Opening Remarks
Thursday August 21, 2025 8:00am - 8:15am EDT
Fairmont Château Laurier @ 1 Rideau St, Ottawa, ON K1N 8S7
Thursday August 21, 2025 8:00am - 8:15am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7
  On-Stage Trader Talk Content, Content

8:15am EDT

Economic Update and Forecast w/ Avery Shenfeld
Thursday August 21, 2025 8:15am - 9:00am EDT
Fairmont Château Laurier @ 1 Rideau St, Ottawa, ON K1N 8S7
Economic Update and Forecast
with Avery Shenfeld, Chief Economist, CIBC Capital Markets
Get the latest pulse on Canada’s economy from one of the country’s leading economists. Avery Shenfeld breaks down the trends shaping our financial landscape — from interest rates and inflation to global market shifts. Don’t miss this essential session for anyone looking to stay ahead of the curve in a rapidly changing economic environment.
Speakers
avatar for Avery Shenfeld

Avery Shenfeld

Managing Director and Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.He... Read More →
Thursday August 21, 2025 8:15am - 9:00am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7
  On-Stage Trader Talk Content, Content

9:00am EDT

Keynote Speaker - Erin O'Toole
Thursday August 21, 2025 9:00am - 9:45am EDT
Fairmont Château Laurier @ 1 Rideau St, Ottawa, ON K1N 8S7
Keynote: Leadership in a Changing Canada
with The Honourable Erin O’Toole
Join The Honourable Erin O’Toole for a compelling keynote on leadership, public service, and navigating Canada’s evolving political and economic landscape. Drawing from his experience in the military, law, and Parliament, Erin shares lessons on resilience, unity, and charting a path forward in uncertain times.
Thursday August 21, 2025 9:00am - 9:45am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7
  On-Stage Trader Talk Content, Content

9:45am EDT

Leadership Summit - Steering Tankers in Canadian Asset Management
Thursday August 21, 2025 9:45am - 10:30am EDT
Leadership Summit: Steering Tankers in Canadian Asset Management
with Sara Petrcich, Kathy Bock, and Carrie Freeborough
What does it take to lead at the helm of Canada’s largest and most complex asset management organizations? Join Sara Petrcich, Kathy Bock, and Carrie Freeborough for a candid discussion on navigating change, driving strategy, and leading with impact in a high-stakes industry. A must-attend session for emerging and established leaders alike.
Thursday August 21, 2025 9:45am - 10:30am EDT
  On-Stage Trader Talk Content, Content

10:30am EDT

Coffee Break & Networking with Exhibitors
Thursday August 21, 2025 10:30am - 10:45am EDT
Fairmont Château Laurier @ 1 Rideau St, Ottawa, ON K1N 8S7
Enjoy some snacks and coffee while networking with CSTA 2025 Exhibitors and other conference attendees at the Cboe sponsored Espresso Bar. Be sure to check out the CSTA Swag Lounge!
Thursday August 21, 2025 10:30am - 10:45am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7
  Coffee Break, Networking

10:45am EDT

Professional Development - Making These Panels Better: Presentation & Speaking Skills
Thursday August 21, 2025 10:45am - 11:15am EDT
Fairmont Château Laurier @ 1 Rideau St, Ottawa, ON K1N 8S7
Professional Development: Making These Panels Better – Presentation & Speaking Skills
with Neil Grammer
Whether you're moderating a panel or speaking on one, how you present matters. Join communication expert Neil Grammer for a hands-on session packed with tips to boost your clarity, confidence, and presence on stage. Learn how to engage your audience, sharpen your message, and make every word count.
Speakers
avatar for Neil Grammer

Neil Grammer

President, Dialogue Strategies Inc
Background and Experience  Neil Grammer, President, Dialogue Strategies Inc For nearly 30 years, Neil has been coaching thousands of business people, at all levels, in the areas of pitching, leadership and selling skills.  Neil has also assisted many companies in preparing, rehearsing... Read More →
Thursday August 21, 2025 10:45am - 11:15am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7
  On-Stage Trader Talk Content, Content

11:15am EDT

Market Structure: Shifting Landscapes and Evolving Strategies
Thursday August 21, 2025 11:15am - 12:15pm EDT
Fairmont Château Laurier @ 1 Rideau St, Ottawa, ON K1N 8S7
Market Structure: Shifting Landscapes and Evolving Strategies
with Eric Bryce, Heather Killian, Eric Stockland, and Janhavi Nandre
Dive into the fast-moving world of market structure with a panel of top industry experts. From regulatory shifts to technology-driven changes, this session will unpack the forces reshaping how markets operate — and what it means for traders, investors, and policymakers alike. Don’t miss this sharp, forward-looking discussion.
Speakers
avatar for Heather Killian

Heather Killian

Managing Director, CIBC Capital Markets
Heather KillianManaging Director & Head, Global Equity Electronic Trading, CIBC Capital MarketsHeather Killian is the Head of Global Equity Electronic Trading at CIBC Capital Markets. She is directly responsible for the management of CIBC’s electronic equity trading solutions, and... Read More →
Thursday August 21, 2025 11:15am - 12:15pm EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7
  On-Stage Trader Talk Content, Content

12:15pm EDT

Lunch with Exhibitors
Thursday August 21, 2025 12:15pm - 1:00pm EDT
Fairmont Château Laurier @ 1 Rideau St, Ottawa, ON K1N 8S7
Before attending the CSTA Presidents Panel  in the afternoon, make sure to take a break and grab some food. Don't miss the opportunity to meet with the Exhibitor/Vendors and discover ways to enhance your Trader Toolkit.
Thursday August 21, 2025 12:15pm - 1:00pm EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7
  Meal, Networking

1:00pm EDT

CSTA Presidents Panel - The Ghosts of August Past
Thursday August 21, 2025 1:00pm - 1:30pm EDT
Fairmont Château Laurier @ 1 Rideau St, Ottawa, ON K1N 8S7
CSTA Presidents Panel: The Ghosts of August Past
with John Christofilos, Sonny Lennon, Peggy Bowie, and James Duncan
Step into the trading time machine with three past CSTA Presidents as they reflect on the wildest moments in market history. From unexpected volatility to hard-earned lessons, this panel brings wit, wisdom, and a behind-the-scenes look at decades of market moves. A can't-miss conversation packed with stories, strategy, and a few surprises.
Thursday August 21, 2025 1:00pm - 1:30pm EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7
  On-Stage Trader Talk Content, Content

1:30pm EDT

Asset Allocation - A Primary Driver for Investment Returns AND Asset Gathering
Thursday August 21, 2025 1:30pm - 2:15pm EDT
Fairmont Château Laurier @ 1 Rideau St, Ottawa, ON K1N 8S7
Asset Allocation: A Primary Driver for Investment Returns and Asset Gathering
with Rob Armstrong, Alfred Lee, and Kevin McCreadie
Asset allocation isn't just about balancing portfolios — it's a core strategy for delivering returns and attracting assets. Join industry leaders Rob Armstrong, Alfred Lee, and Kevin McCreadie for a deep dive into how thoughtful allocation drives performance, fuels growth, and shapes client relationships in today’s competitive landscape.
Thursday August 21, 2025 1:30pm - 2:15pm EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7
  On-Stage Trader Talk Content, Content

2:15pm EDT

Views from the Advisor: Building a Wealth Practice, AI, and the Intersection of Capital Markets
Thursday August 21, 2025 2:15pm - 3:00pm EDT
Fairmont Château Laurier @ 1 Rideau St, Ottawa, ON K1N 8S7
Views from the Advisor: Building a Wealth Practice, AI, and the Intersection of Capital Markets
with James Annis
Join leading financial advisors for a dynamic conversation on what it takes to grow a modern wealth practice. From harnessing AI and new technologies to navigating evolving client expectations and capital markets, this session explores the tools, trends, and strategies shaping the future of advisory success.
Thursday August 21, 2025 2:15pm - 3:00pm EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7
  On-Stage Trader Talk Content, Content

3:00pm EDT

Market Place Roundtable
Thursday August 21, 2025 3:00pm - 3:45pm EDT
Fairmont Château Laurier @ 1 Rideau St, Ottawa, ON K1N 8S7
Market Place Roundtable
with Richard Carleton, Dan Kessous, Jonathan Sylvestre, Bryan Blake, and Doug Clark
Get a front-row seat to a high-level discussion with marketplace leaders shaping the future of trading in Canada. From market innovation to regulatory evolution, this roundtable brings together key voices to explore current challenges, competitive dynamics, and what’s next for Canadian market structure. Expect sharp insights and candid perspectives.
Speakers
avatar for Richard Carleton

Richard Carleton

CEO, Canadian Securities Exchange
Richard Carleton was appointed CEO of the Canadian Securities Exchange in July 2011. Since then, Richard and the CSE team have positioned the Exchange to take a leading role in the provision of public capital to entrepreneurial companies.During this time, the CSE has set a series... Read More →
avatar for Bryan Blake

Bryan Blake

Vice President and Head of Canadian Equities, Cboe Global Markets
Bryan Blake is Vice President and Head of Canadian Equities at Cboe Global Markets.  He is responsible for overseeing product development and sales for the company’s equity trading business in Canada.Prior to joining Cboe, Bryan served as Vice President of Electronic Trading Sales... Read More →
Thursday August 21, 2025 3:00pm - 3:45pm EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7
  On-Stage Trader Talk Content, Content

3:45pm EDT

TMX Market Close
Thursday August 21, 2025 3:45pm - 4:30pm EDT
Sponsors
avatar for TMX
Thursday August 21, 2025 3:45pm - 4:30pm EDT
  Special Event, Closing Bell Ceremony

4:30pm EDT

CSTA Board Of Governors & Affiliate Presidents Meeting
Thursday August 21, 2025 4:30pm - 5:30pm EDT
Thursday August 21, 2025 4:30pm - 5:30pm EDT
  General Information, Housekeeping

5:30pm EDT

Vendor Fair Cocktail
Thursday August 21, 2025 5:30pm - 7:00pm EDT
Fairmont Château Laurier @ 1 Rideau St, Ottawa, ON K1N 8S7
Cheers to a productive day - now it's time for cocktails and conversation! Cheers! 
Thursday August 21, 2025 5:30pm - 7:00pm EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7
  Off-Off Stage Events, Networking

6:30pm EDT

Shuttle Departure to 55 Sussex
Thursday August 21, 2025 6:30pm - Friday August 22, 2025 12:00am EDT
Bus shuttle details are still being confirmed.
Thursday August 21, 2025 6:30pm - Friday August 22, 2025 12:00am EDT
  Bus Shuttle, Group Transportation

7:00pm EDT

CSTA 25th Anniversary Party
Thursday August 21, 2025 7:00pm - Friday August 22, 2025 1:00am EDT
50 Sussex @ 50 Sussex Drive, Ottawa, ON, K1M 2K1
25th Anniversary Conference Celebration at 50 Sussex

We’re celebrating 25 years of the CSTA Conference, and you’re invited to join us for an unforgettable evening at the stunning 50 Sussex, a venue that offers breathtaking views of the Ottawa River. This Canadiana-themed: from Coast to Coast celebration promises fun for the whole family, featuring live music, delicious eats inspired by Canadian cuisine, and spectacular views of the river and surrounding scenery. Bring your family to help us mark this incredible milestone with good vibes, great company, and a night filled with memories to cherish. Don’t miss this special celebration — it’s going to be a night to remember

Sponsors
avatar for TMX
Thursday August 21, 2025 7:00pm - Friday August 22, 2025 1:00am EDT
50 Sussex 50 Sussex Drive, Ottawa, ON, K1M 2K1
  Off-Off Stage Events, Family Event
 

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50 Sussex
Fairmont Château Laurier
Lowertown Brewery
Stonebridge Golf Club
  • Bus Shuttle
  • Coffee Break
  • General Information
  • Meal
  • Off-Off Stage Events
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