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Welcome to CSTA 2025! 

Thank you, 2025 Sponsors & Exhibitors!
Wednesday, August 20
 

3:00pm EDT

Conference Registration
Wednesday August 20, 2025 3:00pm - 7:00pm EDT
Join fellow CSTA 2025 delegates for a meet-and-greet to kick off the Conference and open the CSTA 2025 Exhibitors Hall. Be inspired by our keynote speaker (TBA).


Wednesday August 20, 2025 3:00pm - 7:00pm EDT

5:30pm EDT

Opening Remarks - From the Bay Street to Parliament
Wednesday August 20, 2025 5:30pm - 6:00pm EDT
From Bay Street to Parliament
with Don Stewart
Come join us for an inspiring kickoff to our 25th Anniversary Conference! Don Stewart takes us on a journey from the heart of Canada’s financial district to the halls of federal power. Discover how leadership, vision, and public service intersect — and what it takes to drive change at the highest levels.
Wednesday August 20, 2025 5:30pm - 6:00pm EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7

6:00pm EDT

Keynote Speaker - Royal Canadian Navy and Global Commerce
Wednesday August 20, 2025 6:00pm - 6:45pm EDT
Steering the Future: The Royal Canadian Navy and Global Commerce
with Vice Admiral Angus Topshee
Join us for a powerful keynote with Vice Admiral Angus Topshee as he explores the critical role the Royal Canadian Navy plays in safeguarding global commerce. From maritime security to international trade routes, discover how Canada’s naval leadership is shaping the future of global stability and economic resilience.
Wednesday August 20, 2025 6:00pm - 6:45pm EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7

6:00pm EDT

Let's Go Kickoff - CSTA 2025 Welcome Reception & Vendor Fair
Wednesday August 20, 2025 6:00pm - 10:00pm EDT
Join fellow CSTA 2025 delegates for a meet-and-greet to kick off the Conference and open the CSTA 2025 Exhibitors Hall. Be inspired by our keynote speaker! (Adults only)
Wednesday August 20, 2025 6:00pm - 10:00pm EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7

9:00pm EDT

Piano Party with Mike Barclay
Wednesday August 20, 2025 9:00pm - Thursday August 21, 2025 1:00am EDT
Unwind with drinks, light snacks, live music and singing by the talented Mike Barclay. Dress code: Casual
Location is an 8 minute walk from the Fairmont Château Laurie

Lowertown Brewery ByWard Market
73 York St
Ottawa, ON
K1N 5T2
Wednesday August 20, 2025 9:00pm - Thursday August 21, 2025 1:00am EDT
Lowertown Brewery 73 York St, Ottawa, ON K1N 5T2
 
Thursday, August 21
 

7:00am EDT

Breakfast with Exhibitors/Vendors
Thursday August 21, 2025 7:00am - 8:00am EDT
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

7:00am EDT

Women in Finance Breakfast Sponsored by Virtu Financial
Thursday August 21, 2025 7:00am - 8:00am EDT
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

7:00am EDT

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

8:00am EDT

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

8:15am EDT

Economic Update and Forecast w/ Avery Shenfeld
Thursday August 21, 2025 8:15am - 9:00am EDT
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

9:00am EDT

Keynote Speaker - Erin O'Toole
Thursday August 21, 2025 9:00am - 9:45am EDT
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

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

10:30am EDT

Coffee Break & Networking with Exhibitors
Thursday August 21, 2025 10:30am - 10:45am EDT
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

10:45am EDT

Professional Development - Making These Panels Better: Presentation & Speaking Skills
Thursday August 21, 2025 10:45am - 11:15am EDT
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

11:15am EDT

Market Structure: Shifting Landscapes and Evolving Strategies
Thursday August 21, 2025 11:15am - 12:15pm EDT
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

12:15pm EDT

Lunch with Exhibitors
Thursday August 21, 2025 12:15pm - 1:00pm EDT
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

1:00pm EDT

CSTA Presidents Panel - The Ghosts of August Past
Thursday August 21, 2025 1:00pm - 1:30pm EDT
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

1:30pm EDT

Asset Allocation - A Primary Driver for Investment Returns AND Asset Gathering
Thursday August 21, 2025 1:30pm - 2:15pm EDT
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

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
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

3:00pm EDT

Market Place Roundtable
Thursday August 21, 2025 3:00pm - 3:45pm EDT
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

3:45pm EDT

TMX Market Close
Thursday August 21, 2025 3:45pm - 4:30pm EDT
Sponsors
Thursday August 21, 2025 3:45pm - 4:30pm EDT

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

5:30pm EDT

Vendor Fair Cocktail
Thursday August 21, 2025 5:30pm - 7:00pm EDT
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

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

7:00pm EDT

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

7:00am EDT

Breakfast with Exhibitors/Vendors
Friday August 22, 2025 7:00am - 8:00am EDT
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.🌟🚀
Friday August 22, 2025 7:00am - 8:00am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7

7:50am EDT

CSTA 2025 Annual General Meeting
Friday August 22, 2025 7:50am - 8:00am EDT
CSTA 2025 Annual General Meeting 
with CSTA Chair, Laura Garzon
Join us at the CSTA General Meeting with Laura Garzon, CSTA Chair. During this meeting, we will formally announce our new 2025 – 2027 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.
Friday August 22, 2025 7:50am - 8:00am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7

8:00am EDT

Keynote: Science is the Key to Orientation for the Species
Friday August 22, 2025 8:00am - 8:45am EDT
Keynote: Science is the Key to Orientation for the Species
with Ivan Semeniuk, Science Journalist, The Globe and Mail
Join award-winning science journalist Ivan Semeniuk for a fascinating keynote on the role of science in shaping our understanding of the world — and ourselves. From climate to innovation, this thought-provoking talk explores how scientific insight is more essential than ever in navigating the challenges of our time and securing a future for generations to come.
Friday August 22, 2025 8:00am - 8:45am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7

8:45am EDT

Fireside Chat with the Regulators - OSC & CIRO
Friday August 22, 2025 8:45am - 9:30am EDT
Fireside Chat with the Regulators: OSC & CIRO
with Kevin McCoy and Susan Greenglass
Get an insider’s view on the evolving regulatory landscape in this candid fireside chat with senior leaders from the OSC and CIRO. Kevin McCoy and Susan Greenglass will share key priorities, current challenges, and what firms need to know to stay aligned in a shifting market environment. A must-attend for anyone navigating compliance, innovation, and oversight in Canadian capital markets.
Friday August 22, 2025 8:45am - 9:30am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7

9:30am EDT

STA Update
Friday August 22, 2025 9:30am - 9:45am EDT
Security Traders Association Update
with STA President Jim Toes
Hear the latest from the U.S. trading community in this important update from STA President Jim Toes. From advocacy efforts to market structure developments and industry trends, Jim brings key insights and perspectives that matter to Canadian market participants. Stay informed and connected to the broader North American trading landscape.
Friday August 22, 2025 9:30am - 9:45am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7

9:45am EDT

Coffee Break & Networking with Exhibitors
Friday August 22, 2025 9:45am - 10:00am EDT
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!
Friday August 22, 2025 9:45am - 10:00am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7

10:00am EDT

Private Dancers: Sourcing Liquidity in the New Market Landscape
Friday August 22, 2025 10:00am - 10:45am EDT
Private Dancers: Sourcing Liquidity in the New Market Landscape
with Jeremy Smart and Clayton Moore
As public markets evolve, private liquidity is taking center stage. Join Jeremy Smart and Clayton Moore for a dynamic discussion on how traders and investors are adapting to fragmented markets, new platforms, and shifting sources of liquidity. Get insights into what’s driving the private trading space — and where the dance is headed next.
Speakers
avatar for Jeremy Smart

Jeremy Smart

Global Head of Distribution, XTX Markets
Jeremy Smart is the Global Head of Distribution at XTX Markets. Prior to XTX, Jeremy worked at RBS for three years as MD – Head of Fixed Income Electronic Distribution. He moved there in 2012 from Morgan Stanley, where he had been a Managing Director in Foreign Exchange and Emerging... Read More →
Friday August 22, 2025 10:00am - 10:45am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7

10:45am EDT

Senior Traders Speak Out/Junior Traders Clap Back
Friday August 22, 2025 10:45am - 11:45am EDT
Friday August 22, 2025 10:45am - 11:45am EDT
Fairmont Château Laurier 1 Rideau St, Ottawa, ON K1N 8S7

11:15am EDT

Boxed Lunch
Friday August 22, 2025 11:15am - 12:00pm EDT
CSTA 2025 Content is officially wrapped up! It's time to refuel with a delicious lunch. Will you be hitting the golf course? Or perhaps you prefer to march to the beat of your own drum. The afternoon is yours to conquer!

Friday August 22, 2025 11:15am - 12:00pm EDT

12:00pm EDT

Golf Shuttle Bus - Stonebridge Golf Club
Friday August 22, 2025 12:00pm - 12:05pm EDT
Don't be tardy! Shuttle boarding location TBA.
Come on board the shuttle bus and have a delicious boxed lunch waiting just for you! We'll take a quick ride over to the course - it's going to be a great time!
Friday August 22, 2025 12:00pm - 12:05pm EDT

1:00pm EDT

CSTA 2025 Golf Tournament w/ Closing Reception
Friday August 22, 2025 1:00pm - 6:00pm EDT
Test your skills and connect with fellow members on a challenging 18-hole course in this adults-only event. (Registration and fee required.) Enjoy the convenience of a shuttle bus and boxed lunch, with limited club rentals and electric carts available. The day will feature a scramble start and exciting prizes for participants. After the game, join us for a delicious meal as we celebrate and officially close out the conference with great company and memorable moments.
Friday August 22, 2025 1:00pm - 6:00pm EDT
Stonebridge Golf Club 68 Hawktree Ridge, Nepean, ON K2J 5N3
 
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