ETF investing in a high-rate environment

Pat is a client and relationship-focused executive with an in-depth background in all aspects of the investment fund industry. She brings a strategic perspective while developing quality initiatives and demonstrates a clear grasp of the drivers behind client satisfaction and the impact on the bottom-line. She has spent over 35 years in the Financial Services industry and is currently the Executive Director of the Canadian ETF Association as well as supporting other organizations as they grow. She has also been an active member on many industry committees including Fundserv, CCMA and IFIC.

Andrei Bruno is the Director of ETFs at Fidelity Investments. In this role, he serves as an expert on Fidelity’s ETF investment strategies, market trends and ETF market structure. Andrei has a decade of capital markets industry experience, which includes fixed income and FX trading as well as derivative sales. In addition to his extensive experience, Andrei is a CFA charterholder and has also successfully completed his MBA and CMT.

Maxime specializes in the analysis of alternative investments at Desjardins Global Asset Management. Within the institutional client relations team at DGAM, he contributes to the business development activities for institutional clients and supports internal retail partners by conducting market research and portfolio analysis. He began his career in the investment industry in 2010 as quantitative portfolio management specialist for Standard Life Investments. Before joining DGAM in 2022, Maxime was a consultant for several years, including at KPMG as an investment risk manager where he lead projects at large Canadian pension funds.

As Senior Vice-President and Chief Operating Officer for National Bank Investments, Joe is responsible for product management, risk management, business intelligence and business strategy as well as portfolio sub-advisory relations. Prior to joining National Bank, Joe spent six years at a global management consultancy in Canada, Europe and the Middle East, where he accompanied corporations and financial institutions on strategic and transformational initiatives. Joe holds a Bachelor’s degree in Commerce from Concordia University, as well as an MBA from INSEAD, France. He is also a CFA and FRM charterholder.