speakers

Speakers

  • Dennis Bowden

    Managing Director of U.S. Research, Strategic Insight

    Dennis is Managing Director of U.S. Research at Strategic Insight, a research and business intelligence firm focusing on the global mutual fund industry. In his role, Dennis helps to lead SI’s research, data and advisory services focused on the U.S. fund industry – including intermediary-sold distribution, product strategy, fund pricing, and more. He is a frequent speaker at industry conferences and often quoted in industry news publications. Dennis earned his undergraduate degree in economics from Johns Hopkins University, and holds an MBA from NYU’s Stern School of Business.

  • Rose Cammareri

    President, Prince Arthur Capital

    Rose is a senior leader with extensive experience building sales and marketing teams and strategies to support growth for top investment management firms across Canada. She is a recognized business driver, change agent and relationship builder with a strong track record of both top and bottom line results. Leverages big picture thinking and influence in order to build and promote sustainable growth and alignment to organizational vision and direction. Rose has held senior positions at Wood Gundy, Merrill Lynch, CIBC Asset Management and just recently AGF.

  • Randy Cass

    CEO, Founder, Portfolio Manager, Nest Wealth

    Randy brings over 15 years of experience in the financial services industry to Nest Wealth. Prior to founding Nest Wealth, Randy managed quantitative portfolios at the Ontario Teachers’ Pension Plan and institutional assets at Orchard Asset Management. Randy’s previous company, First Coverage, won multiple awards as a top start-up including a financial services Morningstar award for best use of Technology in Canada before it was ultimately sold in 2011. Randy hosted Market Sense on BNN between 2012 and 2014. Randy is committed to providing Canadians with a personalized and professional wealth management solution that lets them keep more of their money.

  • Stephanie Choo

    Partner, Portag3 Ventures

    Stephanie leads new fintech investments for the fund — in the wealth management, banking and insurance verticals. Prior to joining Portag3, she helped the world’s leading banks and insurance companies build and launch innovative fintech products from the ground-up, as a Fintech Lead at BCG Digital Ventures. Stephanie was also a management consultant at the Boston Consulting Group, focused on technology and digital strategies in the retail banking, wealth management and asset management spaces. Prior to that, she led operations for an early stage payments startup. Stephanie is a graduate of Queen’s University (B.Comm) and the University of Toronto Schools.

  • Jean-François (J-F) Courville

    CEO, Wealthsimple for Advisors

    J-F is CEO of Wealthsimple for Advisors and Head of Wealthsimple’s B2B business solutions. Prior to joining Wealthsimple, J-F held several senior executive positions across segments of the financial services industry notably as Executive Vice President and Chief Operating Officer of RBC Wealth Management, President and CEO of Manulife Asset Management’s global business, President and CEO of State Street Canada. J-F also held several capital markets trading and sales positions in Canada, the US and the UK. J-F is very active in the community, serving as a Director of the Princess Margaret Cancer Foundation Board and as Founding Board member of a Toronto-based cycling philanthropy club, Les Domestiques. J-F is also a Past Chair of the Board of Habitat for Humanity Toronto. He holds a Bachelor of Commerce degree in Finance and International Business from McGill University in Montreal and holds the CFA designation. J-F was named to the list of Canada’s Top 40 Under 40 in 2005 and Manager of the Year in 2000 by the Jeune Chambre de Commerce de Montréal.

  • Goshka Folda

    President & CEO, Investor Economics and Global Head of Research, Strategic Insight

    Goshka leads Investor Economics, Strategic Insight’s Canadian research and consulting business and heads the global research team dealing with a wide range of product and distribution topics. Among her areas of focus are the household balance sheet, investment funds industry and financial services industry distribution models, with particular focus on the bank-owned delivery channels. Respected as an industry expert, Goshka’s opinions are frequently quoted in the media and are sought after by executives, associations and regulators. Prior to her association with Investor Economics, Goshka was an economist and strategic planning analyst with a major Canadian financial institution. Her broad experience also includes associate research work for a major Italian bank with worldwide interests, with a specialization in international finance. Goshka graduated with distinction from the Warsaw School of Economics’ Master’s Program in her native Poland.

  • Chuck Grace

    Associate Director, Ivey Scotia Digital Lab

    Chuck is a 35-year veteran of the Canadian financial services industry. As a member of the finance faculty at Western University’s Richard Ivey School of Business, he teaches courses on both institutional and personal investing. He also serves as an Associate Director with the Ivey Scotia Digital Lab, as a Faculty Director for the Ivey Field Project and chaired Ivey’s advisory council for Household Finance research. When not teaching, Chuck stays grounded in the realities of Canada’s wealth management industry as Managing Partner and President, Bigger Picture Solutions Inc. where he provides strategic consulting to firms attempting to thrive in this highly competitive arena.  Prior to pursuing his passions for teaching and consulting, Chuck held a progression of senior management positions with one of Canada’s largest insurance and wealth management companies. As the COO of Quadrus Investment Services, Chuck and his team were responsible for growing the firm from its inception into one of the largest mutual fund dealers in Canada. Chuck regularly presents at industry events, writes for industry publications and has authored over 50 case studies for Ivey Publishing.  When not working, you will probably find him with his family and friends … or in a swimming pool.

  • John Hancock

    Head, Policy Development, WTO Secretariat, Geneva, Switzerland

    John Hancock is head of policy development at the WTO in Geneva Switzerland where he is currently overseeing initiatives to reform the organization. He has also served as senior advisor to the Director-General, head of investment issues, and representative to the IMF and the World Bank. Prior to working at the WTO, Dr. Hancock served as senior policy advisor to Canada’s trade minister and was a lecturer at Cambridge University. Dr. Hancock holds a PhD in modern history from Cambridge and has written and spoken extensively on international

  • Paul Lorentz

    Head, Global Wealth and Asset Management, Manulife

    Paul Lorentz is Global Head of Wealth and Asset Management at Manulife. In this role, he has direct oversight over our wealth and asset management business, including our retirement, retail and asset management solutions offered worldwide. Paul is accountable for creating stronger global alignment by bringing these areas together into one single global organization and is a member of Manulife’s Executive Leadership Team. Prior to this role, Paul served as General Manager of Individual Wealth Management and Insurance for the Canadian Division, overseeing Manulife Investments, Manulife Securities, Manulife Private Wealth, and Manulife Insurance. In this role, he was responsible for delivering industry leading advice, investment, and insurance solutions to Canadians. Paul joined Manulife in 1993 and has held a variety of roles of increasing responsibility throughout our Canadian operations. Paul graduated from the University of Waterloo with a B. Mathematics, is a Fellow of the Canadian Institute of Actuaries and is a graduate of the Queen’s Leadership Program. Although his career has been fast moving, Paul is well known for the time he takes to devote to his family, coaching colleagues, and supporting community charities.

  • Brett McDonald

    Consultant, Strategic Insight

    Brett joined Strategic Insight in 2013 as a member of the firm’s distribution research team. Brett is recognized for his knowledge of independent advice-based distribution channels, digital strategies, and the emerging fintech arena. Brett’s current responsibilities include the development and production of industry research reports as well providing Strategic Insight’s clients with fact-based analysis on wealth business distribution strategies.

  • Neil Macdonald

    Managing Director, Scotia Asset Management

    Neil is Managing Director, Scotia Global Asset Management, accountable for product management and innovation across the retail, 3rd party and institutional distribution channels. Appointed to this role in June 2017, Neil is responsible for the ongoing development and innovation of the investment product platform across mutual funds, managed programs, pools, ETFs and alternative structures. Prior to this, Neil successfully ran the Scotia Asset Management business with the domestic banking channel for five years, increasing AUM from $29 Billion to $59 Billion, expanding the distribution platform and developing a platform of industry leading investment solutions. Neil joined Scotiabank in 2007 from an independent mutual fund company. He has an MBA from IVEY Business School and is a CFA charter holder. Neil is married with two teenage daughters. He enjoys alpine skiing, cycling and spending time off the grid on a small island in Georgian Bay. He serves on the board of the Young People’s Theatre in Toronto.

  • Brian Peters

    President and CEO, MD Financial Management

    Brian Peters provides the vision and leadership that MD Financial Management needs to deliver on its mandate of helping Canada’s physicians and their family members achieve financial well-being throughout their lives and careers. In 2006, Mr. Peters was chosen by the CMAH Board as the President and CEO of MD, based on his strong vision for the organization. Mr. Peters remained in his role following MD’s acquisition by Scotiabank. His firm belief that MD provides the best offering for physicians at all stages of their lives drives him to seek new opportunities to give MD clients a stronger financial future, and continue to build stronger partnerships with the Canadian Medical Association and the provincial and territorial medical associations—all with the goal of delivering more significant value to members. Mr. Peters has led MD through considerable technological innovation, harnessing the benefits of incubators and entrepreneurship. MD added value to clients by introducing fee-based digital investment platforms. Mr. Peters started his career as a financial advisor at RBC Dominion Securities where he moved steadily up the ranks to become President and CEO of RBC Dain Rauscher. There, he applied his strategic and business leadership to acquisition-based growth strategies. Mr. Peters graduated from the University of Ottawa with a degree in Business Administration.

  • David Peters

    Managing Director, Promontory, an IBM Company

    David provides expertise in risk management, strategic planning, regulatory relations, and compliance oversight. He helps clients respond to emerging regulatory concerns, such as open banking, sales- and market-conduct risk management, and data management. Since joining Promontory in 2009, David has advised clients globally, spending five years in Promontory’s Singapore office and the rest of the time based out of Toronto working on engagements in Canada and the United States. Prior to joining Promontory, David was the Vice President of Decision Support Services for SBR International, a boutique consultancy based in Toronto. At SBR, he was responsible for launching and building a cross-sector strategy practice, with focus in the financial services, mining, and utilities industries. David also served as a Researcher in the Executive Project Office and as an International Economist at Bank of Nova Scotia. He began his career as a financial journalist in Southeast Asia, covering regional capital markets. David earned a M.A. at the School of Advanced International Studies, Johns Hopkins University, and a B.A. (with honours) at Queen’s University.

  • David Scandiffio

    President and CEO, CIBC Asset Management

    David Scandiffio is the President and CEO of CIBC Asset Management, responsible for the overall retail and institutional asset management business, as well as the portfolio management team. He is also a key member of CIBC’s Operating Committee and Commercial Banking & Wealth Management Leadership Team. Prior to joining CIBC, David was President of IA Clarington Funds where he was responsible for setting the strategic direction for growing the business. He took on expanded responsibilities within IA Clarington’s parent company, Industrial Alliance Life Insurance Company, as Executive Vice-President, Wealth Management where he was responsible for the wealth distribution business, including high-net-worth segments. He has also held various product and marketing roles during his 10 year tenure at Mackenzie Financial Corporation. David is a member of the Investment Funds Institute of Canada’s (IFIC) Board of Directors. He is also the honorary Co-Chair of the Princess Margaret Road Hockey to Conquer Cancer. He holds a Bachelor of Science in Actuarial Science and Economics, and is a CFA charterholder.

  • Ben Schwartz

    AVP, Head of Advanced/Operational Analytics, Chief Data Office, Wealth & Asset Management, Manulife

    In his current role, Ben leads the development and implementation of a strategy for Wealth & Asset Management to monetize data assets using advanced analytical techniques. With over 15 years of advanced analytics experience, he joined Manulife from CIBC where he was the Director, Campaign Analytics. In that role, he was responsible for driving transformation in analytics with a focus on delivering an optimal, personalized, relevant, and timely client contact strategy. Prior to CIBC he held various analytics roles at Rogers, KXEN and Angoss. In these roles, he worked on a wide spectrum of analytical applications including attrition, location analysis, claims fraud, retail credit, and sales effectiveness.  He also has a wealth of experience using automation to scale analytical and business intelligence applications to support leadership’s thirst for information. Ben holds a B.A.Sc. and M.A.Sc. in Electrical Engineering from the University of Toronto and a M.Sc. and D.Sc. in Systems Science & Mathematics from the University of Washington in St. Louis.

  • Gregory Smith

    Managing Director, Accenture’s Financial Services Consulting Group

    Gregory Smith is a Managing Director with Accenture’s Financial Services Consulting group and leads the firm’s Wealth Management practice in Canada. With over 25 years of both industry and management consulting experience, Greg serves major clients wanting to transform their business models in anticipation of changing industry imperatives. Greg has a history of delivering successful engagements for clients in North America as well as the Asia-Pacific region. As a recognized thought leader within the global firm, he has researched and spoken at conferences on a number of strategic industry topics: changing needs of high net worth clients, impact of global trends to operating model flexibility, responses to the changing regulatory environment and technology enhancements for wealth advisor productivity –including robo-advice.

  • Randy Swanberg

    Senior Vice President, Automation & Artificial Intelligence, State Street Corporation

    Randy is currently leading our Cognitive Computing initiative within State Street Global Technology Services to build foundational technology and services to support the exploitation of artificial intelligence and cognitive computing across State Street operations, services and products. Prior to joining State Street, Randy was an IBM Distinguished Engineer in the Cognitive Systems Division where he was the Chief Architect of PowerAI, IBM’s software distribution and platform for accelerated machine learning and deep learning workloads. Chief Architect for OpenPOWER big data and analytics solutions, building systems and platforms optimized for Hadoop and Spark workloads. Led the partnership with NVIDIA to bring GPU acceleration to the OpenPOWER platform. One of the architects that defined the system software and programming model for POWER’s unique coherent accelerator interface for exploiting a variety of accelerators (GPU, FPGA, and ASICs). Chief Architect for the AIX Operating System and POWER System’s virtualization and high availability software products. Led the innovation and delivery of numerous technologies including Simultaneous Multi-Threading (SMT), Micro-Partitioning, dynamic memory removal and addition, PowerPC SIMD Vector and Decimal Floating Point

  • Prema Thiele

    Partner, Borden Ladner Gervais LLP

    Prema Thiele is a Partner of Borden Ladner Gervais LLP and is a member of the firm’s national Partnership Board, the firm’s governing body. Ms. Thiele practices corporate and commercial law, with an emphasis on securities law and mergers and acquisitions.  She has advised several foreign and domestic investment advisers, investment fund (including pooled fund, ETF, hedge fund and mutual fund) managers, and dealers in respect of carrying on business in Canada, offering investment funds in Canada and registration under provincial securities legislation, anti-money laundering compliance, as well as developing and assessing compliance procedures and practices relating to regulatory and internal policy requirements.  She is a regular speaker at conferences on compliance and registrant regulation matters affecting capital markets participants.  She was appointed in 2017 to a third term by the Ontario Securities Commission as a member of the OSC’s Registrant Advisory Committee. She is recognized in the 2019 edition of Chambers Canada – Canada’s Leading Lawyers for Business (Investment Funds), selected by peers for inclusion in the 2019 edition of The Best Lawyers in Canada (for Mutual Funds Law and for Securities Law), and recognized by The Best Lawyers in Canada as the 2011 Toronto Mutual Funds Lawyer of the Year, and recognized in the 2018 edition of the Canadian Legal Lexpert Directory (for Investment Funds and for Asset Management).

  • Alastair Wainright

    Senior Consultant, Global Research, Strategic Insight

    Alastair joined Strategic Insight in 2018 as a Senior Consultant, focusing on global research. He is responsible for various regular publications providing insights into the asset management industry in Europe and Asia. Previously, Alastair led retail fund, statistics and policy research at the Investment Association, the trade body for asset managers in the UK. Alastair was also a member of senior industry committees and working groups focused on retail distribution, ETFs and ESG investing. On the latter Alastair was part of a working group that advised the UK government on ways to increase social impact investment in the UK. Before joining the Investment Association, Alastair was a fixed income fund analyst. He holds a degree in Financial Economics from Birkbeck College, University of London.

  • Lori Weir

    CEO and Cofounder, Four Eyes Financial

    Lori Weir, CEO and Cofounder of Four Eyes Financial is on a mission to help investors, advisors, firms and regulators, truly understand one another. The Four Eyes platform enables that mission, by turning data into meaningful insights for each of the four perspectives.
    Prior to Four Eyes Financial, Lori spent 20 years as a revenue generation and process improvement consultant to some of Canada’s most profitable companies, including JD Irving and Scotia Wealth. With an extensive background facilitating strategic alignment, and embedding initiative management tools to drive value and take out waste; Lori and her expert team are well positioned to support independent dealer/brokers develop and realize their digital roadmaps.
    Four Eyes Financial has one enterprise client trialing its automated discovery and annual review platform fueled by aggregation, deep analytics and goals based financial planning. And one national dealer/broker firm in the later stages of connecting this flagship product into their existing tech stack. “We are excited about the early adoption and validation of what we’ve built to help investors, advisors, and firms collaborate. We exist to enable the best financial advisors to thrive through innovation.” says Weir.

Feedback from 2017 attendees:

A great chance to listen to and network with the architects and navigators of the wealth management industry.”

 “It is the one conference every year that I clear my calendar for.”

“Very informative and a “Who’s who” of the Canadian wealth management industry.”

“Well worth attending. Stimulating discussions on the panels and between attendees.”

“Really high profile conference with a ton of learning and thought provoking content as well as the opportunity to network with the brightest and the best industry leaders.”

“Top quality speakers and a senior attendees list. Well organized, great venue and like the one-day format.”

Sponsorship Information: Mary Taylor
+1 (416) 423-0943
mary.taylor@strategic-i.com

General Information:
Carol Popkins
+1 (203) 595-3282
carol.popkins@strategic-i.com