CANADIAN CAPITAL
MARKETS FORUM

TORONTO

SEPTEMBER 21, 2023
2.30-5.30 PM

CBOE CANADA | 65 Queen St W Toronto

OVERVIEW

The Canadian Capital Markets Forum is launching an inaugural series of events held quarterly in Toronto North America’s second largest financial center, in Fall 2023.

The forum will focus on key drivers and trends in Canada’s capital markets and how players in the sector are evolving their approaches and practices alongside them.

The purpose of the forum is to provide a platform for players in institutional finance to consider what these drivers and trends mean for the capital markets ecosystems they operate in, how participants are evolving in response to them and to build a network of leaders and innovators in the sphere.

PURPOSE OF FORUM

  • Provide a platform for practitioners in the capital markets ecosystem to take stock of key drivers and trends in the sector and what it means for them on the ground.

  • Create a network of innovators to share knowledge and experiences to help drive evolution in Canada’s capital markets ecosystem.

  • Review key sectoral drivers and trends at play in the Canadian (and global) capital markets and their impact.

Founding partners

partners

STRUCTURE

FORMAT

  • 3 hour event on the afternoon of September 21st (2.30-5.30 pm)

  • 3 panel discussions, 50 minutes each

  • Networking reception after the event

    Location
    Cboe Canada HQ
    65 Queen St W #1900, Toronto, ON M5H 2M5

AUDIENCE

  • High-level decision makers from the buy and sell side at financial institutions as well as leaders from service providers to the sector.

CONTENT

3 panel discussions:

  • The Deal Landscape: What drivers + trends are driving Canadian M&A?

  • Investor Relations: A review of the key drivers, trends and case studies impacting the Canadian IR landscape

  • Financial Innovation: A deep dive into innovations in capital markets that are shaping the future

Meet Our Speakers

Themes + AGENDA

  • Last year, Canadian M&A market activity retreated from the highs of 2021. While economic and geopolitical uncertainties have caused some challenges, these same forces are also generating opportunities.

    A reset in valuations, increased scrutiny in deals surrounding ESG and a more focused availability of capital in specific sectors such as technology and critical and battery minerals make for an interesting year ahead. After a record-breaking 2021, deal volumes across tech, media and telecommunications decreased in 2022. Meanwhile, in the energy, utilities and mining sectors that saw deal activity and values decline last year, deal activity remains robust in sub sectors such as critical and battery minerals and renewable energy.

    It's expected that financial investors such as private equity and pension funds, as well as continued M&A activity from the larger financial institutions will continue.

    M&A will be a strategic tool to help companies reposition their businesses, boost growth and achieve long-term growth.

    Speakers:

    Matthew Devlin, MD - Mergers + Acquisitions, CIBC Capital Markets

    Rita Adiani, SVP, Arizona Sonoran Copper Company

    Jennifer Armstrong, General Counsel, Canadian Investment Regulatory Organization (CIRO)

    Bosa Kosoric, Partner, Bennett Jones

    Chair: Abbas Ali Khan, Partner, Bennett Jones

  • Learn from IR thought leaders as they come together to discuss the critical role of investor relations in navigating the ever-evolving landscape of global capital markets. As investors seek transparency, accountability, and sustainable growth, this panel aims to shed light on the strategies and best practices that drive successful investor relations.

    Key topics covered in the discussion will include:

    • Enhancing transparency and trust through effective communications strategies – investors value openness and trust. Our panelists will discuss the importance of transparent reporting, timely disclosures, and building trust through clear communication.

    • Adapting to investor expectations and attracting new ones – investors’ expectations have evolved significantly. The panel will delve into how companies can adapt their IR strategies to meet the growing demand for sustainability, ESG disclosures and long-term value creation. As well as attracting and retaining new investors through targeted outreach, roadshows and other strategies.

    • Navigating market volatility: The panel will address the challenges of volatile markets and share insights on how to reassure investors, maintain confidence and capitalize on opportunities amidst uncertainty.

    Speakers

    Michael Barrett, Vice President, Investor Relations & Investments, Element Fleet Management

    Erik Sloane, Chief Revenue Officer, Cboe Canada

    Prof. Ari Zoldan, CEO, Quantum Media Group

    Alyssa Barry, Principal + Co-Founder, irlabs

    Chair: Andrew Bowyer, CEO + Founder, ADB Insights

  • From artificial intelligence and automation to cloud computing and the blockchain, financial technology is rapidly disrupting capital markets. Beyond technology, innovation is also occurring in areas such as market structure and new financial service providers focused on specific sectors.

    In this session our speakers will review:

    • How is the Canadian Fintech landscape evolving and what are the key drivers + trends behind this evolution?

    • Market structure – how is market structure shifting in Canada when it comes to exchanges and other intermediaries?

    • FS innovators – examples of innovative companies (and innovators within them) driving change in Canada’s financial sector.


    Speakers:

    Darrell Heaps, CEO, Q4

    Stephen Pauwels , Co-Founder and Partner, BridgePoint Financial

    Kaitlin Thompson, Vice President, Product Strategy, Evolve ETFS

    Michael Werry, VP Sales, Dealmaker

    Chair: Tina Grubisa, Value Consultant, Athennian

see you at cboe