Fall Into ETF Investing

Andres Rincon heads the ETF Sales and Strategy desk at TD Securities. Mr. Rincon advises both institutional and wealth investors on ETF strategies, publishes a broad array of ETF publications, and works with TD’s ETF market making team in facilitating ETF orders. Andres joined TD Securities in 2008, first managing credit risk for the dealer, and later as a member of the Equity Derivatives division on the options sales desk. After four years leading equity derivatives sales and research in London, England, Andres moved back to Toronto. In 2016 Andres took on the task of expanding TD Securities’ ETF strategy platform. He is also a Chartered Market Technician (CMT).

Valerie Grimba runs the Global ETF Sales and Strategy team at RBC Capital Markets. In this role, she is responsible for providing solutions to help RBC’s institutional clients better understand and implement ETF strategies. She also works closely with ETF issuers to help facilitate ETF trading and create markets for their ETF products. Valerie has more than 15 years of global institutional sales and trading experience, spanning trading floors across Canada, the US and Australasia.

Valerie received her HBA with distinction from the Richard Ivey School of Business, Western University, and has attained several global market accreditations with the ability to trade on numerous international equity exchanges including Canada, the US, Australia and New Zealand.

Greg Walker is Director, ETF Capital Markets and Strategic Relationships at BMO Global Asset Management. Before re-joining BMO, Walker was head of institutional ETF sales for Vanguard Investments Canada Inc. and global head of ETF distribution at RBC Capital Markets. He also served as executive vice-president and head of institutional and national accounts at Evolve ETFs and was head of iShares business development at BlackRock Asset Management Canada

Greg started his career at Bank of Montreal and has held various investment roles including high yield debt analyst and portfolio manager in a fixed income investment management group specializing in credit risk assets.

Mr. Walker earned an HBA in economics and financial management from Wilfrid Laurier University. He is a CFA® charterholder and has held positions on a number of investment industry boards, including the Buy-Side Investment Management Association (BIMA), Canadian Security Traders Association (CSTA) and the board of Women in Capital Markets (WCM).

Graham MacKenzie is the Head of Exchange Traded Products and leads the ETF and Structured Product businesses at the TMX. In this role, Graham is not only tasked with growing the TSX’s ETF footprint but also focused on nurturing and fostering the adoption and use of ETFs in Canadian investment portfolios. Graham joined the TMX after an 18 year career as an equity trader that included managing multiple trading businesses. During this time he was at CIBC where his responsibilities included Portfolio Trading, Head of the Retail Execution Services and Retail Block Trading desks. Prior to CIBC, Graham worked at RBC Capital Markets where he was a pioneer in the Canadian portfolio trading business. At both CIBC and RBC, Graham was responsible for managing corporate trading relationships and advised issuers on corporate buybacks, building toehold positions and disposing minority stakes. He began his trading career as an options trader on the floor of the Toronto Stock Exchange with RBC. Graham and his wife, Michèle, are the founders of Ready, Set, Play Children’s Charity which is a Toronto based charity that provides funding for underprivileged children to participate in recreational sports and dance.

Rosa is a corporate engagement practitioner with 10 years’ experience in the responsible investment industry and joined BMO GAM’s Responsible Investment team in early 2020. Rosa specializes in North American corporate governance and engaging management and board members on ESG. She leads BMO GAM’s Responsible Investment Stewardship strategy and efforts, which includes corporate engagement, proxy voting, public policy advocacy and industry collaboration. She serves on the Responsible Investment Association’s Leadership Council, the Canadian Coalition for Good Governance’s Environmental & Social Committee, Climate Engagement Canada’s Steering Committee and the Advisory Committee for the Investor Alliance for Human Rights. She holds a BA in Political Science and an MSc in International Development Studies from the University of Amsterdam.

Adriano has been investing on his own since 2011 and tried many different investing techniques, eventually focusing exclusively on “Income Oriented” Investing starting in 2018. A major investment in 2019 (Home Sale) led to Financial Independence (FIRE) at 34 years old. In March 2020, Adriano and his wife Erica created the YouTube Channel Passive Income Investing which has over 40k subscribers. This channel showcases their “Income Oriented” approach which is designed to generate high passive income by investing in ETFs and Funds that hold quality companies and use income enhancing strategies such as covered call ETFs.

Paul Riccardella is an Executive Director and Head of Wealth Indexed Investments Coverage at MSCI Inc., a publicly traded company (NYSE: MSCI) and a leading global provider of investment decision support tools including indexes, ESG/Climate, real estate and portfolio analytics. In his capacity at MSCI, Paul leads a team that works with professional investors in North America that use index tracking instruments like ETFs and Direct Index SMAs to build client portfolios. Prior to joining MSCI in 2011, Paul worked at Putnam Investments for seven years, a Boston based asset manager, where he specialized in working with due diligence and research teams at the largest wealth management firms. Paul holds an MBA from the Kellogg School of Management and a BA from Boston College along with memberships to the CFA Society and CAIA Association of Boston.