Patti ShugartChair, WCM Advisory Council
Managing Director and Global Head, Corporate Banking and Global Credit, RBC Capital Markets, Gold Sponsor
Managing Director and Global Head, Corporate Banking and Global Credit, RBC Capital Markets, Gold Sponsor
Managing Director and Global Head, Corporate Banking and Global Credit, RBC Capital Markets, Gold SponsorView LinkedIn Profile
Patti 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 the firm's 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. She is also the current Executive Champion for the Toronto RBC Race for the Kids and is RBC's Executive Sponsor for the United Way’s Women United group. 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 2017, 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. Patti has an MBA from the University of Toronto (Rotman) and a Bachelor of Commerce (Honours) from Queen’s University.
BMO Capital Markets, Gold Sponsor
BMO Capital Markets, Gold SponsorView LinkedIn Profile
Dan Barclay was appointed CEO & Group Head of BMO Capital Markets in November 2018. In this role, he is responsible for BMO Financial Group’s interactions with corporate, institutional and government clients worldwide.
Previously, Dan was Co-Head, Global Investment & Corporate Banking (I&CB) where he oversaw relationships with corporate and government clients, including equity and debt underwriting, corporate lending and project financing, mergers and acquisitions advisory services and global trade and banking.
Dan has over 27 years of investment banking experience in a broad range of industries. He joined BMO’s investment banking group in 2003 as a Managing Director in the Mergers and Acquisitions group, and in 2009 was named Head of Canadian Mergers and Acquisitions. In 2014 he was appointed Head of Investment & Corporate Banking Canada and International. Prior to joining BMO, Mr. Barclay spent 13 years in investment banking at a global and Canadian investment dealer.
Dan serves on BMO Financial Group’s Executive Committee and chairs BMO Capital Markets’ Operating and Executive committees.
As a proud supporter of the United Way, Dan acted as past co-chair of the BMO Capital Markets Employee Giving Campaign and is a recipient of the Women in Capital Markets Champion of Change Award (2016). He also currently serves on the Board of Directors of the Children’s Aid Foundation of Canada.
Dan holds a Bachelor of Science with Honours from the University of Alberta and an MBA from the University of Calgary.
National Bank Financial, Gold Sponsor
National Bank Financial, Gold SponsorView LinkedIn Profile
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 more than 20 years' experience providing capital markets advice to all levels of government. He has an unparalleled track record leading deals for federal, provincial 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, York University.
CIBC Capital Markets, Gold Sponsor
CIBC Capital Markets, Gold SponsorView LinkedIn Profile
Harry Culham is responsible for CIBC Capital Markets which provides integrated credit and capital markets products, investment banking advisory services, corporate lending, and top-ranked research to corporate, government and institutional clients around the world. In this role, Mr. Culham is Chair and CEO of CIBC World Markets Inc., and a member of CIBC’s Executive Committee.
Prior to joining CIBC in May 2008, Mr. Culham has held senior roles in capital markets with global banks in Europe and Asia. He started his career with CIBC in the graduate training program.
Mr. Culham chairs the CIBC Children’s Foundation, is a member of the Faculty Advisory Board for the Sauder School of Business and a member of the Women in Capital Markets Advisory Council. He is also on the boards of Mount Sinai Hospital and Branksome Hall. He graduated from the University of British Columbia, Sauder School of Business, University of British Columbia, and is a Portfolio Management Foundation (PMF) alumnus and Leslie Wong Fellow.
HSBC Bank Canada, Gold Sponsor
HSBC Bank Canada, Gold SponsorView LinkedIn Profile
Jason Henderson was appointed Head of Global Markets for HSBC Bank Canada in March 2010. He became Head of Global Banking and Markets in March 2013. He is also the Chairman for HSBC Securities Ltd. Canada. Jason joined the Board of Directors for HSBC Canada in February 2015.
In Jason’s current role, he is responsible for the management of the combined Global Banking and Global Markets business lines in Canada. He also oversees the Global Liquidity and Cash Management operations in Canada.
Jason joined HSBC in 2006 in New York to run the Global Foreign Exchanges Derivatives business for the Americas. He was also responsible for the Precious Metals Derivatives business globally. Prior to joining HSBC, Jason worked for a Canadian bank in London where he was responsible for their Foreign Exchange business in Europe and Asia. He was also the Global Head for Commodity and Currency Derivatives.
With nearly 20 years in capital markets, Jason brings a broad range of skills and experience in both international and domestic markets.
Jason holds a Bachelor of Commerce with Honours from Queen’s University and is a Chartered Financial Analyst.
KPMG LLPView LinkedIn Profile
Ozench Ibrahim is 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, she has 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, she has 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, she assisted clients and engagement teams on complex accounting issues, led KPMG's workshop series IFRS for Investment Dealers, and spoke at various seminars including those of OSFI and IIROC.
She is a mentor and sponsor for KPMG's top talent in its Women in Line for its Leadership program. Her community involvement includes 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.
Adjunct Professor of Finance, Rotman School of Management, University of Toronto
Adjunct Professor of Finance, Rotman School of Management, University of TorontoView LinkedIn Profile
Heather-Anne Irwin teaches MBA and MFin Finance courses at the University of Toronto's Rotman School of Management and brings the prospective of having been involved in capital markets 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 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.
TD Securities, Gold Sponsor
TD Securities, Gold SponsorView LinkedIn Profile
As Vice Chair and Head of Global Markets, Moti Jungreis is responsible for leading the Sales, Trading, and Origination teams for all of TD Securities globally. Under his leadership, the Global Markets team delivers innovative solutions and best-in-class execution, providing Fixed Income, Foreign Exchange, Credit, Energy, Metals, Equity, and Prime Brokerage products and services to corporate, government, and institutional clients.
Moti joined TD Securities as an entry-level Trading Associate in 1996 and quickly established himself as a macro trader with a contrarian mindset. Through his drive and commitment to building client relationships, he went on to lead both the Global Foreign Exchange and International Fixed Income businesses, helping TD Securities establish itself as a leader in the SSA markets. In 2016, Moti was promoted to Head of Global Markets and now plays a key role on TD Securities’ senior leadership team.
As a proponent of building strong teams through diversity of thought, Moti is an active member of the TD Securities Inclusion and Diversity Leadership Council. He values community engagement and is involved with fundraising initiatives for the TD Securities Underwriting Hope Charity Auction and the United Way. Moti also sits on the Board of Sinai Health Foundation and the Board of Integrated Services for Autism and Neurodevelopmental Disorders.
Prior to joining TD Securities, Moti served as a Lieutenant in the Israel Defense Forces. He holds a Master of Business Administration from the Joseph L. Rotman School of Management as well as a Bachelor of Arts in Economics and Political Science from the University of Toronto.
Manulife, Gold Sponsor
Manulife, Gold SponsorView LinkedIn Profile
Trevor Kreel holds the position of Global Head of Portfolio Management and is responsible for Portfolio Management of the U.S., Canadian and Asia 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.
Since joining Manulife in 1995, 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.
Scotiabank, Gold Sponsor
Scotiabank, Gold SponsorView LinkedIn Profile
Jake Lawrence was appointed Co-Group Head, Global Banking and Markets in December 2018. In this role, Jake specifically holds oversight of Scotiabank’s Global Capital Markets businesses, focused on building alignment across product groups and priority markets to best serve our clients throughout our global footprint.
He continues to provide leadership and management of Scotiabank’s Global Banking and Markets in the U.S. including the overall strategic direction and execution of Scotiabank’s U.S. businesses.
Jake joined Scotiabank in 2002 and has held progressively senior roles in the Finance and Group Treasury and Global Banking and Markets teams since that time. He was, previously, Senior Vice President and Deputy Treasurer, responsible for Scotiabank’s wholesale funding activities, including securitization and regulatory capital, as well as liquidity management. Jake also served as Senior Vice President, Investor Relations for the Bank, and was responsible for the coordination of the office of Scotiabank’s President and CEO and related communications activities.
Jake holds an Honours Bachelor of Arts degree from Lakehead University and a Master of Business Administration degree from Wilfrid Laurier School of Business and Economics.
RBC Capital Markets, Gold Sponsor
RBC Capital Markets, Gold SponsorView LinkedIn Profile
As Chief Operating Officer of RBC Capital Markets and a member of its Operating Committee, Troy Maxwell is globally responsible 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 RBC Technology & Operations, overseeing all financial aspects of RBC’s wholesale business and its technology and operations platforms.
Mr. Maxwell is a champion for diversity and inclusion at RBC and across the financial services sector. He is a senior advisor for RWomen, RBC Capital Markets’ internal forum dedicated to fostering the development and career aspirations of women, and a member of Women in Capital Markets’ Strategic Advisory Council which advocates for the advancement of women in the industry. An active member of the community, Mr. Maxwell is a longstanding member of the United Way’s Major Individual Giving Cabinet, and is Co-Chair of RBC’s 2017 National Employee Giving Campaign.
Prior to joining RBC in 2005, Mr. Maxwell was Chief Financial Officer of CIBC World Markets. Before this, he was 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.
Canada Pension Plan Investment Board
Canada Pension Plan Investment BoardView LinkedIn Profile
Deborah leads CPPIB’s Active Equities department globally, including the Active Fundamental Equities, Relationship Investments, Thematic Investing, Fundamental Equities Asia and Sustainable Investing teams.
Deborah joined CPPIB in 2009 in Toronto and has held senior leadership roles, including Managing Director, Head of Relationship Investments International, covering Europe and Asia, and was most recently Managing Director, Head of Private Equity Asia. Prior to joining CPPIB, she spent nine years at Goldman Sachs in New York and Toronto. Previously, Deborah was a securities lawyer at Blake, Cassels & Graydon in Toronto.
Deborah serves on the Board of Directors of HKBN Ltd. and previously was a member of the Board of Directors of Nord Anglia Education and the Bridgepoint Health Foundation.
Deborah holds an MBA from The Wharton School and LLB and BA from Queen's University, Canada.
Ontario Teachers' Pension Plan, Gold Sponsor
Ontario Teachers' Pension Plan, Gold SponsorView LinkedIn Profile
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 $26.6 billion in net assets at December 31, 2016. 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, Arterra Wines Canada (formerly known as 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
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.
President, ConMark Strategy Inc.View LinkedIn Profile
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), and for her efforts in advancing the economic empowerment of women, she was recognized by the International Alliance for Women (2010 Difference 100 Award). In 2009 and 2011, she was named one of Canada's Top 100 Most Powerful Women by the Women's Executive Network and on July 1, 2014, Connie was appointed a Member of the Order of Canada.
President, BMO Capital Markets
President, BMO Capital MarketsView LinkedIn Profile
Mr. Tripp is the former President of BMO Capital Markets. Mr Tripp consults within the financial industry and serves on several boards both in the for-profit and not-for-profit sectors. He is a past board member of the TMX Group and currently sits on the boards of the Canadian Market Authority Integration Office, Connor Clark and Lunn Financial Group, the Investment Management Corporation of Ontario and is Board Chair of the Michael Garron Hospital Foundation.