Managing Director and Global Head, Corporate Banking and Global Credit: RBC Capital Markets
Patti Perras Shugart is Global Head of Corporate Banking and Global Credit and a member of the Operating Committee at RBC Capital Markets. In her role, Patti oversees a client-facing team of more than 500 professionals globally who specialize in lending, trading credit and loan portfolio management for our corporate and institutional clients. She also chairs the Loan Portfolio Review Committee and the Commitments Committee which determines the firm's global lending decisions.
Patti is a strong advocate for diversity and inclusion. She sits on the bank-wide RBC Diversity Leadership Council, is a co-founder of RWomen, a global internal forum dedicated to fostering and developing female talent, and she chairs the Women in Capital Markets' Strategic Advisory Council. Patti has been recognized for her outstanding contributions to the industry through the Champion of Change award from Women in Capital Markets in 2016. She was named one of Canada's Top 100 Most Powerful Women by Women's Executive Network in 2015 and received the Women in Capital Markets Award for Leadership in 2010.
Patti is also a board member at Branksome Hall and sits on the Advisory Board for the Smith School of Business at Queen's University.
Managing Director, Head of Government Finance and Syndication: National Bank Financial
Sunil Bhutani is Managing Director, Head of Government Finance and Syndication, at National Bank Financial. He is also a member of the Fixed Income Management Committee.
In addition to his professional responsibilities, Sunil is the Financial Markets representative on National Bank’s Diversity Task Force. In this capacity, he plays an integral role leading the Bank’s diversity initiatives. Sunil serves as a Financial Markets co-chair for the United Way Campaign and is also involved with a number of other educational and charitable organizations.
Sunil has over 20 years experience providing capital markets advice to all levels of government. He has an un-paralleled track record leading deals for Provincial, Federal and Municipal governments across Canada. Prior to joining NBF in 2013, he was Head of Government Finance at CIBC.
Sunil is a Chartered Accountant and has an MBA from the Schulich School of Business.
Senior Managing Director & Chief Investment Strategist: CPP Investment Board
Ed is responsible for overall fund level investment strategy. He chairs the Investment Planning Committee, which approves all new investment programs and oversees all portfolio risks, including passive, active, credit and liquidity risk. Ed has been with the CPP Investment Board since 2008, initially heading up the Global Capital Markets group during the financial crisis. He then subsequently headed up the Global Corporate Securities group and then the Global Tactical Asset Allocation team, all within the Public Market Investments department.
Prior to joining CPPIB, he was Managing Director and Co-Chief Investment Officer for Fortress Investment Group's Drawbridge Relative Value Fund where he was responsible for the development and execution of fixed income, currency, stock index and commodity trading strategies. With over 25 years of investment experience, Ed previously held senior positions at Deutsche Bank Canada and TD Securities.
Ed holds a Bachelor of Science (Honours) degree in Theoretical Physics from Queen's University and a Bachelor of Laws from Osgoode Hall Law School.
CEO & Group Head: BMO Capital Markets
Patrick Cronin was appointed CEO and Group Head of BMO Capital Markets in November 2016. In this role, he is responsible for BMO Financial Group's interactions with corporate, government and institutional clients.
Previously, Mr. Cronin was President and Chief Operating Officer of BMO Capital Markets where he had oversight of all balance sheet and risk management activity, international operations, and regulatory and compliance functions. Prior to that, he served as Head of the firm's Trading Products group, where he had responsibility for the Sales, Trading, Research and Structuring groups in Equity Products, Debt Products, Foreign Exchange, Derivative Products and Securitization.
Mr. Cronin joined BMO Capital Markets in 1993 and progressed through a series of increasingly senior positions on the trading floor. He was appointed Co-Head of the Equity Derivatives Group in 2001 and Co-Head of Financial Products four years later.
Mr. Cronin currently serves on the BMO Financial Group's Executive and Operating Committees. He also serves on the Board of the Loran Scholars Foundation and the Canadian Derivatives Clearing Corporation, and is Chair of the United Way Toronto & York Region Major Individual Giving Cabinet.
Mr. Cronin holds an MBA from the Ivey School of Business and a Bachelor of Arts from the University of Toronto.
Senior Executive Vice-President and Group Head: CIBC Capital Markets
Mr. Culham is Chair and CEO of CIBC World Markets Inc., and is a member of CIBC’s Executive Committee. He is also a member of CIBC Mellon’s Board of Directors and has oversight of CIBC Mellon from a CIBC perspective. Additionally, Mr. Culham is a member of the CIBC Pension and Benefits Investment Committee.
Mr. Culham chairs the CIBC Children’s Foundation and is a member of the Faculty Advisory Board for the Sauder School of Business. He graduated from the University of British Columbia, Sauder School of Business, and is a Portfolio Management Foundation (PMF) alumnus and Leslie Wong Fellow.
Partner, Audit: KPMG LLP
I am a partner in the financial services practice of KPMG, serving some of the firm's largest clients in the financial services industry. For almost two decades, I have audited and advised Canadian and global financial institutions. As audit partner for clients in banking, capital markets, wealth management, brokerage and other segments of the financial institutions industry, I have been very involved in some of the challenges and issues facing the financial services industry during the most recent financial crisis. As KPMG's designated IFRS champion for the financial services practice during the years leading up to the adoption of IFRS in Canada, I assisted clients and engagement teams on complex accounting issues, led KPMG's workshop series IFRS for Investment Dealers, spoke at various seminars including those of OSFI and IIROC.
I am a mentor and sponsor for our top talent in our Women in Line for Leadership program. My community involvement includes my service on the Board of Governors of York University as Chair of the Finance and Audit Committee, the Advisory Council of Women in Capital Markets and the Advisory Board of Schulich School of Business - Center of Excellence in Accounting and Society.
Vice Chair and Head of Global Enterprise Banking: TD Securities
Senior Vice President: TD Bank Group
Martine Irman is responsible for enterprise-wide banking initiatives at TD Securities and is the lead executive for ensuring senior client relationship management is seamless across the firm's key global businesses; Equity, Interest Rate and Currency products. Martine also has accountability for Global Transaction Banking. As a member of the TD Securities Supervisory Committee, Martine plays a key role on the firm's senior leadership team. Martine currently sits on the Board of Directors of the TMX Group Inc. and the Canadian Chamber of Commerce.
Over the past 25 years, Martine has held several executive positions with TD Securities, including most recently, Vice Chair, Global Capital Markets Products. In this role, Martine set strategy and provided leadership for a team of 500 front-line professionals based on three platforms on different continents and had accountability for Interest Rate, Currency Trading, Origination, Sales (across all client channels), Institutional, Corporate, Commercial, Retail and Wealth and International Banking. Before joining TD, Martine held increasingly senior treasury related roles at CCL Industries.
A graduate of the University of Western Ontario, Martine holds a Bachelor of Arts in Economics and Financial Studies. She has also completed The Wharton Business School Advanced Management Executive Program at the University of Pennsylvania. Martine is a graduate of the Rotman School of Management Institute of Corporate Directors and holds the ICD.D certification. Martine is bilingual in both French and English, values community involvement and is also known as a strong leader and mentor for women in the investment industry. She currently is a Vice Chair of the Board of Directors for the YMCA of Greater Toronto and a Co-Founder and inaugural Co-Chair (2008-2010) of Women Gaining Ground for United Way Toronto. Also active in the investment community, Martine is a member of Women in Capital Markets Advisory Council.
Martine is also part of TD's Expanding Leadership Opportunities for Women Committee and has the distinction of being honoured as one of Canada's Top 40 Under 40 (2003) and was recognized for both her professional excellence and leadership by Women in Capital Markets (2013 Award for Leadership).
Adjunct Professor of Finance: Rotman School of Management
Founding President: Women in Capital Markets
Heather-Anne Irwin teaches MBA and MFin Finance courses at UofT' s Rotman School of Management - with the prospective from having been involved in the capital markets industry for 19 years, as an Investment Banker (both finance and M&A), New Issue Equity specialist (ECM) and Fixed Income specialist (DCM) at TD Securities, Nesbitt Burns and Citicorp. Heather-Anne is a member of the Board of Trustees for InnVest REIT (TSX:INN.un) and Chair of its Governance and Compensation Committee. She is also the Executive Director of the Canadian Securities Institute Research Foundation, which encourages and supports research that will benefit the Canadian Capital Markets through scholarships and grants.
Heather-Anne chaired the steering committee that founded WCM and then became its first president. She is still actively involved with the organization as a member of the Heather L. Main Scholarship Committee, the Mentorship committee and WCM Awards judicator.
Group Head, Global Banking and Markets: Scotiabank
Dieter Jentsch was appointed as Group Head, Global Banking and Markets in February 2016. In this new role, Dieter will be responsible for the overall management of Global Banking and Markets’ operations worldwide.
Dieter has been with Scotiabank since 1983, and has held a number of progressively more senior positions including Senior Vice President, Canadian Commercial Banking; Regional Senior Vice President, Domestic Branch Banking, Toronto Region; Managing Director & Head, Scotia Private Client Group, Wealth Management; and Executive Vice President, Commercial Banking, Canada, and Executive Vice President, Latin America. Prior to his current role, he was Group Head of International Banking.
Dieter holds a Bachelor of Science degree in Agriculture, a Master of Business Administration degree, and a diploma from the Advanced Management Programme at INSEAD (European Institute of Business). He is a Fellow of the Institute of Canadian Bankers. Dieter is also a member of the board of directors of the Jim Pattison Group. He is married and has four sons.
Senior Vice President, Global Portfolio Management: Manulife
Trevor Kreel holds the position of Senior Vice President, Global Portfolio Management and is responsible for Portfolio Management of the U.S. and Canadian General Account assets as well as the Global Variable Annuity Hedging program. Prior to this role, Trevor led the Global Asset Liability Management group, with responsibility to ensure asset and liability investment related risks were identified, measured and managed and that appropriate investment and hedging strategies were executed effectively in Manulife businesses around the world.
In his twenty-two years with Manulife, Trevor has also been the CFO of the Hong Kong business unit and prior to that was Vice President, Regional Actuarial in Hong Kong for three years. He also led the Structured Reinsurance group within Manulife's Reinsurance Division and had a variety of financial roles within the US Insurance business unit.
Trevor received a Bachelor of Business Science degree and Post Graduate Diploma in Actuarial Science from the University of Cape Town and subsequently qualified as an Actuary through the Faculty of Actuaries in Edinburgh. He is also a Fellow of both the Canadian Institute of Actuaries and the Society of Actuaries in the U.S.
Chief Operating Officer: RBC Capital Markets
Troy Maxwell is Chief Operating Officer of RBC Capital Markets with global responsibility for all operational and administrative matters of the firm, including optimizing cost base management and financial resources, and leading the response to regulatory change. Previously, Mr. Maxwell was Executive Vice President of Finance and Chief Financial Officer of RBC Capital Markets and Technology & Operations, where he oversaw all finance services to RBC's wholesale business and technology and operations platform.
Mr. Maxwell is a champion for diversity-related initiatives at RBC and an active member of the community. Since 2009, he has served as the executive sponsor of RBC's Advancement of Women in Leadership committee, a global leadership forum responsible for driving actions to improve representation of senior women at the bank. Additionally, Mr. Maxwell is a senior advisor for RWomen, RBC Capital Markets' internal forum dedicated to fostering the development and career aspirations of women. Mr. Maxwell has played a key role in RBC's annual United Way campaign for several years and acts as Co-Chair of RBC's national Major Individual Gifts Committee. He is also a member of the United Way Toronto & York Region's Major Individual Giving Cabinet.
Prior to joining RBC, Mr. Maxwell was Chief Financial Officer of CIBC World Markets and a partner at PricewaterhouseCoopers LLP, where he led the financial institutions and corporate treasury risk management consulting and advisory business.
Mr. Maxwell is a Chartered Professional Accountant, and holds an Honours BA and a Master's Degree in Accounting from the University of Waterloo.
CEO, Financial Services: Global Risk Institute
Adjunct Professor: Rotman School of Management
Richard Nesbitt is the Chief Executive Officer of the Global Risk Institute for Financial Services since May 2015. Richard Nesbitt is also an Adjunct Professor of the Rotman School of Management, University of Toronto. Mr. Nesbitt is Chair of the Finance Committee for Pan Am Games Toronto 2015, an Advisory Committee member on the Women in Capital Markets Advisory Council, and a member of the Rotman School of Management - Financial Services Advisory Board.
Mr. Nesbitt was Chief Operating Officer, CIBC until he retired from that position in September 2014. From 2004 to 2008 he was Chief Executive Officer of TSX Group having joined TSX as President of TSX Markets in 2001.
Mr. Nesbitt holds a M.Sc. in Accounting and Finance from the London School of Economics and Political Science, an MBA from the University of Toronto, Rotman School of Management and a B.A. (Honours) in Business Administration from The University of Western Ontario, Richard Ivey School of Business.
Senior Managing Director & Head of Private Capital: Ontario Teachers' Pension Plan
Jane Rowe is Senior Managing Director and Head of Private Capital at Ontario Teachers' Pension Plan. Her group makes direct and fund private equity investments and had $28 billion in net assets at December 31, 2015. She sits on the Investments and Risk committees of the Plan and chairs the Investments Division Credit and Counterparty Committee. Ms. Rowe serves on the boards of Cadillac Fairview, Ontario Teachers' wholly-owned real estate subsidiary, Constellation Brands Canada and Camelot Group PLC, the operator of the U.K. National Lottery.
Prior to joining Ontario Teachers' in October 2010, she was Executive Vice-President, Special Accounts Management and Retail Credit Risk at Scotiabank. Previously, she held senior roles at Scotia Merchant Capital Corporation, the bank's Canadian private equity fund, was President and CEO of RoyNat Capital Inc., Scotiabank's wholly owned mid-market merchant bank, and was President and CEO of Scotia Mortgage Corporation.
Ms. Rowe received a B.Comm (Hons) from Memorial University, her MBA from York University's Schulich School of Business, and has ICD.D certification from the Institute of Corporate Directors. She is an Advisory Board Member of Memorial University's School of Business, and serves on the Board of Governors at York University and the Board of Trustees for the United Way of Toronto and York Region.
President: ConMark Strategy Inc.
Ms. Sugiyama is the President of ConMark Strategy Inc., providing high level advice and solutions to the public and private sectors. She is also a corporate director and a Distinguished Visiting Fellow at Ryerson University. She retired from the practice of law in 2012 after a 35 year career on Bay Street where she was recognized as a trailblazer and leading Canadian corporate and mergers and acquisitions lawyer.
Connie has served on a diverse range of public and private sector boards and advisory committees, including as Chair of the world renowned Hospital for Sick Children (2008-2011, Board of Trustees 2002-2011), as Vice Chair of Canada Health Infoway (2011-2013, Board of Directors 2007-2013) and as a director of Luminato, Ontario Trillium Foundation, the Asia Pacific Foundation of Canada, Ontario Exports Inc., The Nikko Securities Co. Canada Ltd., the Japanese Canadian Cultural Centre and Women in Capital Markets, of which she was a founding director and for which continues to serve as a member of the Advisory Council. She currently serves on the boards of the Ontario Financing Authority, the Toronto International Film Festival Group and the Canadian Foundation for Healthcare Improvement. She is sought after as a speaker, writer and commentator on a broad range of issues including, among others, corporate governance and ethics, board culture and effectiveness, enterprise risk management and workplace diversity and inclusion.
Connie has been recognized for both professional excellence and leadership by Ascend Canada (2014 inaugural Lifetime Achievement Award), Women in Capital Markets (2009 WCM Award for Leadership), for her efforts in advancing the economic empowerment of women by the International Alliance for Women (2010 Difference 100 Award) and in both 2009 and 2011, was named one of Canada's Top 100 Most Powerful Women by the Women's Executive Network. On July 1, 2014, Connie was appointed a Member of the Order of Canada.
Mr. Tripp his the former President of BMO Capital Markets. He is also the past Chairman of the Canadian Derivatives Clearing Corporation (CDCC), and former board member of the Toronto Futures Exchange and the TSX Group. He is the Founder and Executive Sponsor of the BMO Capital Markets Diversity Council, which is committed to achieving a diverse workforce and an equitable and supportive workplace.
Chief Operating Officer: Osler, Hoskin & Harcourt LLP
Ruth has over twenty years of executive experience in both investment banking and professional services management. Most recently, Ruth was a founding partner of Hugessen Consulting Inc., an executive compensation consulting firm. In her role at Osler, Ruth is responsible for managing the operations of the firm, including finance, IS, talent management and facilities.