Distribution of mutual funds and alternative funds is at an inflection point as changes to NI 81-102 (allowing more alternative strategies to be used in a prospectus mutual fund vehicle) and the advent of better trading systems (designed to provide benefits to all parties). TSX NAVex’s Jackson Lin will explain how their offering can: ease trading bottlenecks by allowing bulk trading, provide important data (such as dealer/rep codes on all trades as well as residency beneficiary information and short term trading) to fund manufacturers, and reduce costs.

This talk will compare traditional and newer mutual fund and ETF trading platforms and give attendees an excellent understanding of how they compare as well as where the industry is headed. Intended for operations and back-office heads, others – such as portfolio managers, other mid & back-office folks at fund and service providers, and even investors – will get value from this briefing.

Date: Thursday, April 25, 2019

Location: The Professional Centre, 120 Adelaide St W, Suite 2400, Toronto, ON M5H 1T1 (map)

3:00pm Registration & Arrival
3:15pm Presentation Begins
4:15pm Networking & Reception
~5pm Session Ends

CAASA Members: $15 +HST

TPC Members are kindly asked to register via frontdesk@profcentre.com.

Non-members of CAASA or TPC: $25 +HST

Registration is required as capacity is limited.

Speakers (click for more information)

Jackson Lin, Head of NAVex Traded Funds & Mutual Funds, Business Development, Toronto Stock Exchange

For more information, please contact Caroline at caroline@caasa.ca or 647-953-0737.

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