Male Leaders as Advocates for Inclusion and Diversity/Le rôle des leaders masculins dans l'inclusion et la diversitéWednesday, June 19th 2019
11:30 AM to 2:00 PM
Male Leaders as Advocates for Inclusion and Diversity
It is with great pleasure that WCM in collaboration with AFFQ and Catalyst invite you to attend a luncheon conference to discuss the role of male leaders as advocates for inclusion and diversity.
Our panel will:
Le rôle des leaders masculins dans l'inclusion et la diversité
C'est avec grand plaisir que WCM en collaboration avec Catalyst et l'AFFQ, vous invite à assister à un déjeuner-conférence sur le rôle des leaders masculins dans l'inclusion et la diversité.
Notre panel ne sera modéré par nul autre que l'honorable Jean Charest qui s'entretiendra avec nos panélistes sur les points suivants :
Former Deputy Prime Minister of Canada and Prime Minister of Québec, Jean Charest is one of Canada’s best known political figures. Prime Minister Jean Charest was the initiator of the negotiation of the Economic and Trade Agreement between Canada and the European Union (AECG/CETA). He has concluded the most modern labor mobility agreement with France and his government has delivered the ‘Plan Nord’, a sustainable development plan for Northern Québec. Partner in the law firm McCarthy Tétrault, he provides expertise to the firm’s clients with his in depth knowledge and experience with public policy, corporate Canada, and international matters.
Sherazad has more than 19 years of experience in the field of corporate social responsibility. She co-founded the Responsible Investment Group in 2000, an advisory group working with pension funds on ESG issues. She subsequently developed corporate social responsibility programs for organizations such as Bell, Cirque du Soleil and Rona. She is currently working as a Senior Director at Catalyst, a New York-based non-for profit organization that promotes women's advancement and inclusion in organizations. She sat on the Board of Caisse d’Économie Solidaire Desjardins for nearly 2 years. She was recently appointed by the City of Montreal to sit on the Board of Directors of the l’Agence de la Mobilité (Mobility Agency). She holds a Master's degree in sociology (UdM) and a Master's degree in management (HEC Montréal).
Sherazad a plus de 19 ans d’expérience dans le domaine de la responsabilité sociale des entreprises. Elle a co-fondé le Groupe investissement responsable en 2000, un groupe conseil auprès des caisses de retraite sur les enjeux ESG. Elle a par la suite développé des programmes en responsabilité sociale des entreprises pour des organisations telles que Bell, le Cirque du Soleil et Rona. Actuellement, elle est directrice principale chez Catalyst, OBNL basée à New-York qui fait la promotion de l’avancement des femmes et l’inclusion dans les organisations. Elle a siégé au CA de la Caisse d’Économie Solidaire Desjardins pendant près de 2 ans. Elle a récemment été nommée par la ville de Montréal pour siéger sur le CA de l’Agence de la Mobilité. Elle est Détentrice d’une maîtrise en sociologie (UdM) et une maitrise en management (HEC Montréal).
Gregory Chrispin is Senior Vice President, Wealth Management and Life and Health Insurance.
In this capacity, he is responsible for the activities of Desjardins Securities, Desjardins Investments, Desjardins Global Asset Management and Desjardins Financial Security. He is also President and Chief Executive Officer of Desjardins Financial Security and Director of Northwest & Ethical Investments L.P.
Gregory oversees the development of products and services geared to the specialized savings and life and health insurance needs of our members and clients. He also supports the integrated distribution of these products in the caisse network and the complementary networks.
He also chairs the Quebec committee for the Canadian Life and Health Insurance Association (CLHIA-Quebec) and is vice-chair of the board of Aviso Wealth, a leading investment management service provider.
Gregory has worked in the financial sector for more than 30 years. He joined Desjardins Group in 2010 as President and Chief Operating Officer of Desjardins Global Asset. Prior to this, he was President and Managing Director of State Street Global Advisors Canada (SSgA).
He holds a bachelor’s degree in actuarial mathematics from Université de Montréal, is also an Associate of the Society of Actuaries and member of both the Canadian Institute of Actuaries and the CFA Institute.
Neil Cunningham is President and Chief Executive Officer at the Public Sector Pension Investment Board (PSP Investments). Prior to this appointment, Mr. Cunningham acted as Senior Vice President, Global Head of Real Estate and Natural Resources at PSP Investments. With over 35 years of experience, Mr. Cunningham has deep industry knowledge and expertise in the real estate and financial industries.
Mr. Cunningham joined PSP Investments in 2004 and was instrumental in building the Real Estate group into one of the largest, most respected and successful institutional investment teams in the world. He also led the team responsible for Natural Resources’ success in investing globally and establishing relationships with best-in-class local operators.
Mr. Cunningham was responsible for leading and implementing the organization’s transformative workplace strategy. He was also a key contributor to the diversity awareness and inclusion initiatives and the development of a common corporate culture of collaboration and teamwork. He served on the Senior Management Committee, the Management Risk and Investment Committee, as well as the Talent Committee.
Prior to joining PSP Investments, Mr. Cunningham worked in various roles in the finance industry with Merrill- Lynch Real Estate Finance Group, Brazos (Hudson) Advisors Canada, National Bank of Canada and Coopers & Lybrand. He also served as Chair of the Board at Revera Inc.
Mr. Cunningham holds a Bachelor of Commerce (Honours) from Queen’s University and is a Chartered Accountant.
Martin Gagnon was appointed Co-President and Co-Chief Executive Officer, National Bank Financial, and Executive Vice-President – Wealth Management in July 2016. He is responsible for all wealth management-related activities at National Bank, including full-service securities brokerage, services for high-net-worth individuals, trust services, third-party clearing services, banking services and financing solutions for strategic partners, as well as investment product manufacturing and distribution and self-directed brokerage solutions. Mr. Gagnon is also a
member of National Bank’s Office of the President.
Mr. Gagnon began his career in 1987 in National Bank’s Treasury department. He subsequently occupied various management roles in financial markets, financial engineering and asset/liability management. From 1993 to 2003 he held positions at Goldman Sachs Canada in Toronto, at Laurentian Bank, and then again at Goldman Sachs, this time in New York as VicePresident – International Equities. Mr. Gagnon rejoined National Bank in 2003 at its subsidiary responsible for hedge fund operations, Innocap Investment Management Inc., where he went on
to become the Co-Chief Executive Officer. At the time of his appointment, Mr. Gagnon was Senior Vice-President – Intermediary Business Solutions, Wealth Management.
Mr. Gagnon is Chairman of the boards of directors of National Bank Trust lnc., Natcan Trust Company and National Bank Investments Inc., and Co-Chair of the board of National Bank Financial Inc. He is the Chairman of the Institut universitaire en santé mentale de Montréal Foundation and also serves on the board of Fiera Capital Corporation.
Mr. Gagnon has a Bachelor’s degree in Business Administration from the Université du Québec à Montréal and a Master’s degree in Finance from the University of British Columbia. He is also a CFA® charterholder.
Françoise E. Lyon is President & Managing Partner of DGC Capital, a private equity firm under the helm of a large family office based in Montreal, Canada. DGC Capital focuses on investing in game changing companies at the early and late growth stages via PE funds or co-investing opportunities. With like-minded investors from around the world. Over the past 25 years, Françoise has held several senior executive positions within the investment & wealth management industry and has served on several Boards of either non-profit or for-profit organisations. She’s currently the Chair of the Board of Trustees of the National Gallery of Canada, the President of the Financial Women’s Association of Quebec and Vice-President for Canada of the International Women’s Forum (IWF). She’s also a Director of the IWF Leadership Foundation board based in Washington and the Founder of the philanthropic circle of giving – the Women’s Circle of Influence (WCI) – at Montreal Museum of Fine Arts. At the beginning of 2016, she was voted in as a Governor of the Friends of the Mountain Foundation here in Montreal.
Françoise is an HEC Montréal and McGill University graduate with degrees in Business & Public Relations Management. She has participated in continuing education programs in Bath, England; Havana, Cuba; and in Chicago, USA. She is fluent in French, English & Spanish, and holds a dual citizenship with Canada and Great-Britain. She has lived, worked, studied and traveled extensively to more than 50 countries.
In 2013, Françoise was awarded the Queen’s Diamond Jubilee Medal for her extensive work with women & wealth over the years. In 2015, she was identified as one of the top 8 women in Finance in Quebec by the Magazine Premières en Affaires and in September 2018 she was identified by the magazine Entreprendre as one of the Top 100 women leaders in Quebec to watch. Françoise is a serial mentor to numerous young women and men with entrepreneurial aspirations or working in finance. She is also an avid gardener and world traveler who also enjoys tennis and skiing in her downtime.
Mme Lyon occupe le poste de Présidente et Associée principale chez DGC Capital depuis septembre 2017. Elle cumule plus de 25 ans d’expérience dans des postes cadre au sein de l’industrie de la finance auprès de firmes telles que Midland Walwyn, Merrill Lynch, Bank of America et la Banque National du Canada.
Mme Lyon détient un BAA de HEC Montréal et un Certificat en Gestion de relations publiques avec honneurs de l’Université McGill. Elle a aussi assisté à des cours de leadership à l’INSEAD à Paris et au Harvard Business School à Boston. Elle détient le titre professionnel d’Administrateur agréé depuis 1996 et cumule plusieurs cours spécialisés et accréditations dans l’industrie financière. Mme Lyon détient une double citoyenneté avec le Canada et la Grande-Bretagne et elle maîtrise le français, l’anglais et l’espagnol. Elle a vécu, étudié, travaillé et voyagé dans plus de 50 pays.
Mme Lyon s’implique dans la communauté depuis les touts débuts de sa carrière, surtout au niveau du mentorat de jeunes femmes et hommes dans l’industrie de la finance, et cumule près de 20 ans d’expérience sur des Conseils d’organismes à but non lucratif, de Fondation, d’associations professionnelles et autres. En 2012, Mme Lyon fut la Présidente d’honneur pour le 1er Gala de la Fondation Lise Watier et demeure depuis une ambassadrice pour cette Fondation. Cette même année, Mme Lyon fut récipiendaire de la médaille du jubilé de diamant de la reine Elizabeth II pour son implication communautaire et la lauréate de l’AFFQ en 2013 pour la Bourse annuelle du Collège des administrateurs de société. Elle fut choisie en Septembre 2015 comme une des 8 femmes incontournables en finance au Québec par le Magazine Première en affaires. Cette même année elle fut l’instigatrice de la création du cercle philanthropique, Cercle Force Femme, au Musée des Beaux-Arts de Montréal, dont elle occupe toujours la présidence. En 2017, Mme Lyon fut nommée Présidente du conseil du Musée des Beaux-Arts du Canada et Vice-Présidente du IWF Canada (Forum International des Femmes) dont elle deviendra la Présidente en juin, et siège sur le Conseil du IWF Leadership Foundation basé à Washington. Elle fut aussi reconnue en 2018 par le Magazine Entreprendre comme une des 100 femmes leader du Québec. Depuis Novembre 2018, elle est la Présidente de l’Association des femmes en finance de Montréal.
Mme Lyon est une avide lectrice, passionnée du tennis, des voyages et du jardinage, qui habite la rive-sud de Montréal avec son époux et leur jeune fille de 11 ans.
Camilla Sutton is the President and CEO of Women in Capital Markets (WCM), a national not-for-profit that aims to accelerate gender diversity across financial services. To achieve this, she is focused on building the talent pipeline of women, working towards transforming trade-floor cultures and advocating for change.
Camilla's career spans more than two decades in capital markets, most recently as Scotiabank’s Global Head of Foreign Exchange, responsible for the firm’s FX trading desks, electronic trading and distribution, sales teams, and the global strategy. Prior to this role, she was Scotiabank’s Chief FX Strategist, providing global macro commentary and advisory services across the firm’s client base. Earlier in her career, she was part of Portfolio Management at OMERS and Equity Research at BMO Capital Markets.
Camilla holds a BA from Dalhousie University and an MBA from the Richard Ivey School of Business. In addition, she is a CMT and CFA charterholder. She is an active member of the global investment community. She is a member of the CFA Society Toronto’s Board of Directors and was previously a member of the Bank of Canada’s Foreign Exchange Committee. She is also a member of several committees within the United Way and CFA Society Toronto and has been a long-term volunteer at Women in Capital Markets.
Member WCM/Membre de WCM : $85
Non-member/Non-membre : $125
Corporate table (8 people) Member/Table corporative 8 personnes (membre): $765
Corporate table (8 people) Non member/Table corporative 8 personnes (non-membre): $920