CIM Level I: Advocating and Negotiating for Yourself

Tuesday, July 10th 2018
6:00 PM to 8:00 PM
Toronto, ON

Advocating and Negotiating for Yourself

How to speak up for yourself and support your own advancement.

Please join us for a panel discussion where three industry insiders will share their insights on how to best advocate and negotiate for yourself in order to maximize your professional potential.

Anna Castro, CFA

Vice President & Director, TD Asset Management

Anna Castro is Vice President & Director at TD Asset Management and is a Portfolio Manager of the TD Global Opportunities funds (global multi-asset absolute return strategy). Previously, Anna was a member of the portfolio management and research teams of various investment strategies including Global Absolute Return, Core Canadian Equity, Value and North American Long Short mandates. Prior to joining TDAM, Anna worked as an analyst at a leading global insurance company in Asia. She has experience in equity and fixed income investment analysis and asset allocation. Anna has an MBA from the Rotman School of Management at University of Toronto and has a BSc in Management Engineering from Ateneo de Manila University. She is a CFA charterholder.

Joanne O'Hea

Director of Global Equity Trading, RBC Capital Markets

Joanne O’Hea is a Director of Global Equity Trading at RBC Capital Markets, where she is responsible for the sales and trading of equity securities for institutional and corporate clients, management of normal course issuer bids, at-the-market transactions and partnering with Sales, Trading, Research and Investment Banking in building deeper corporate relationships. Since joining RBC Capital markets in 2007, Joanne has made significant contributions to the firm’s success and workplace culture. She is one of the founding members of RBC Capital Markets’ RWomen, a globally expanding internal forum dedicated to fostering female development and career aspiration, and is a member of RBC’s Canadian Diversity Leadership Council, playing an important role in driving diversity initiatives across the firm. Joanne has been recognized by Women in Capital Markets receiving the 2011 Rising Star Award, 2016 Executive Coaching Award and 2017 Champion of Change, highlighting leaders in the capital markets industry.  She has served as Director on multiple not-for-profit boards and is currently a member of the SickKids Innovators Advisory Council and Co-Chair of Wellspring Cancer Support Foundation’s annual Well Dressed for Spring fundraiser. Joanne is married and a proud mother of three young children.

Ian Stephenson

Managing Director, Corporate Banking Global Mining, Scotiabank

Ian is responsible for relationship management and lending to Scotiabank’s corporate mining clients.  Ian joined Scotiabank in 1997 working in branches for the Commercial Bank.  He subsequently transitioned to Global Risk Management prior to joining the Corporate Bank in 2007 where he has held a series of progressively senior roles.  Ian graduated with a Bachelor of Business Administration from Wilfrid Laurier University and holds a CFA designation.  Ian has volunteered as a mentor for both Scotiabank and non-bank employees.  Ian is married and has two daughters.

Jennifer Glista

Director, Scotiabank

Jennifer is responsible for Equity Derivative Sales to the Bank’s institutional and corporate clients. 

Jennifer started her career at Scotiabank in 2006 as an Associate in GBM’s Sales and Trading Rotational Program. She subsequently joined the Commodity Derivatives Group where she progressed through a series of increasingly more senior roles and was responsible for marketing energy and agricultural hedging solutions to end users of commodities across North America. Jennifer has also completed a secondment to the Bank’s Global Risk Management and Special Account Management groups. She mentors several women within Global Banking and Markets and is a keen supporter of the Bank’s efforts to promote inclusion.  Jennifer holds an HBA from the Richard Ivey School of Business.

On the personal front, Jennifer married her high school sweetheart and enjoys spending time with her two high-energy children.  

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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?