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WCM Victoria Presents: Bay Street to Douglas Street: Finding Diversity & Inclusion Solutions

Tuesday, February 19th 2019
5:00 PM to 7:30 PM
Victoria, BC

Bay Street to Douglas Street: Finding Diversity & Inclusion Solutions

Join WCM Victoria on February 19th to hear about solutions for diversity & inclusion in the industry from local, regional and national professionals, with perspectives from both the buy and sell side. 

This panel session will focus on how to turn research and ideas into action, and how to find commonality across all sectors of finance and business. What is required to implement best diversity & inclusion practices? Learn from our esteemed panelists on practical solutions, and what works to take action. 

Following the panel session, participants will have an opportunity to network over refreshments and light appetizers. 

PANELISTS
Sheryl Holmes, Current Chair, WCM and Managing Director & Head, Financial Institutions and Public Sector Group, Corporate Banking, CIBC Capital Markets
Jennifer Coulson, Vice President, ESG, Public Markets, BCI
Brandon Newell, Executive Director, Financial Solutions, Capital Markets Trading, CIBC Capital Markets

Moderated By: Jennifer Kwan, Senior Research Communications Officer, University of Victoria

AGENDA
5:00pm - 5:30pm: Registration
5:30pm - 6:30pm: Panel Session and Q&A
6:30pm - 7:30pm: Networking

Sheryl Holmes

Chair, WCM Board of Directors and Managing Director & Head, Financial Institutions and Public Sector Group, Corporate Banking, CIBC Capital Markets

Sheryl Holmes is currently Managing Director and Head, Financial Institutions and Public Sector Group, CIBC Capital Markets and is responsible for overseeing CIBC's corporate banking relationships with financial institutions and public sector clients. In this role, Sheryl leads client coverage, loan origination and deal execution activities. She is a member of CIBC's Global Leadership Team, the Capital Markets MD Selection Committee, and the Corporate Banking Underwriting Committee. Sheryl joined CIBC in 2009 as Managing Director and Head of Specialized Credit Group, a new group created to manage the trading credit relationships of global financial institution clients. In that role she established five teams in Toronto, New York, London and Hong Kong. Prior to joining CIBC, Sheryl worked at Citi Canada in corporate banking with responsibility for many of the firm's top multinational clients. While at Citi, Sheryl co-founded and co-chaired the Women's Council, for which she received a Leadership Recognition award.

Sheryl has been on the Board of WCM since 2012, most recently serving as Treasurer and Chair of the Finance and Audit Committee. Sheryl is a member of the WCM Women in Leadership network and an active mentor in the mentoring program. She was a recipient of the WCM Executive Coaching Award in 2011.

Sheryl holds an MBA from the Ivey School of Business, University of Western University.

Jennifer Coulson

Vice President, ESG, Public Markets, BCI

Jennifer Coulson has worked in the financial services industry for 16 years.  She began her career in the mutual fund business working for a national firm that specializes in responsible investing solutions. As a senior member of the Public Markets Department at British Columbia Investment Management Corporation (BCI) she now oversees Environmental, Social and Governance (ESG) risk analysis for portfolio companies; engages with companies to manage ESG risk; develops public policy submissions on ESG matters of broad relevance to the investment industry; and oversees the proxy voting program. 

Jennifer has an undergraduate degree in Environment & Resource Management from the University of Western Ontario as well as a Masters in Environmental Studies from York University. 

She is in the process of pursuing the Institute of Corporate Directors designation (ICD.D) and serves on the PIAC Investor Stewardship Committee and the 30% Club of Canada Steering Committee.

Brandon Newell

Executive Director, Financial Solutions, Capital Markets Trading, CIBC Capital Markets

Brandon Newell is a Director of Interest Rate Derivative Sales within the Global Markets segment at CIBC Capital Markets where he manages institutional relationships with a focus on Bank Treasuries, Mortgage Originators, Insurance Companies, Hedge Funds, Pension Funds, and other Asset Managers. Brandon began his career on the sell side at CIBC five years ago after concluding a one year contract at Ontario Teachers’ Pension Plan.

Brandon is active in several community support initiatives at CIBC, including United Way, Movember, Miracle Day, and the CIBC Annual Squash Tournament for Run for the Cure, which he helped originate.

Brandon holds a Bachelor of Commerce with a concentration in Finance from Saint Mary’s University and is a CFA Charterholder.

Jennifer Kwan

Senior Research Communications Officer, University of Victoria

Jennifer brings more than a decade of expertise as a communicator and former journalist. She began her career as a reporter in small and large newsrooms across Canada including the Yukon News and Toronto Star before moving to global newswire Thomson Reuters, where she covered capital markets, treasury, policy and regulation during the financial crisis. There, she also helped set the news agenda for the Reuters Canada, U.S. and U.K. websites. 

Jennifer has worked in strategic communication roles involving government, industry, client and media relations in the finance and university settings, as well as in a volunteer capacity in the not-for-profit sector. She holds degrees in political science and journalism, as well as foundations certifications with the CFA Institute and Canadian Securities Institute.

What is your reaction to the fact that the 61st session of the Commission on the Status of Women will be chaired by a man?