WCMAspire Session 2 | Developing Your Personal Brand and the Art of NetworkingTuesday, December 10th 2019
5:30 PM to 7:30 PM
WCMAspire Session 2 | Developing Your Personal Brand and the Art of Networking
Networking and understanding the importance of your personal brand the key to a successful career in capital markets. Learn key skills from an expert facilitator on how to best network and promote yourself in the workplace. Participants can expect to gain insights into how to best leave a first impression, how to maintain long-term relationships gained through networking, and how to best build your brand.
*Please note this event is for program participants only. To learn more about our WCMAspire Program, please click here.
With more than 20 years’ experience in the investment industry, Serena is the go to for all high net worth clients who want a true advocate for all financially related matters pertaining to life. Serena is a graduate of the University of Western Ontario and has completed the Professional Financial Planning Course and the Partner, Director & Senior Officers course. Serena is also a licensed Registered Representative and insurance agent. She is very involved with and supportive of several charities, with a focus on the Toronto International Film Festival fundraising initiatives including serving as Chairman of their largest annual fundraiser for the past 3 years.
Amy O’Beirne has been with Citi since 2010 and is a Director, Derivatives and Structured Products for Citigroup in Canada. In this role, Amy is part of a marketing team that provides cross-asset derivative solutions to Citi’s Institutional clients in Canada. Amy also co-chairs Citi’s Women’s Network in Toronto.
Prior to Citi, Amy worked at the Royal Bank of Scotland in Dublin Ireland, where she was responsible for delivering structured notes and market-linked deposits through the RBS’s retail and private client channel. She has also previously held a corporate derivatives sales role at Scotiabank Global Banking and Markets working out of their Toronto, Dublin and London offices.
Amy holds a Honours Bachelor of Mathematics from the University of Waterloo. She is married with two children.
David has accumulated almost 25 years of capital markets experience, having been based in both Toronto and New York , including management roles at large international investment banks such as WestLB Panmure and Barclays Capital. He has facilitated offsites and development programs in London, Tokyo and other SEA offices. In 2003, David launched the Canadian chapter of Investorside -- an indie investment research association -- during his tenure as founding partner of Accountability Research. With his almost 13 years at Canaccord Genuity, Mr Parsons is Managing Director on the Institutional Sales & Trading desk in Toronto and has covered both Canadian and US institutions for Canadian equities as well as driving international (UK, European equities) into North America as specialist sales. He has been an active mentor over the years, and still conducts skill workshops with sales and research internally. David is raising 2 talented daughters, 11 and 13 years old.
Swanzy is a CFA charter holder with over 15 years of investment industry experience. She joined Scotiabank Global Banking and Markets as a Director, Energy Sales Specialist with the Global Equity group in 2018. Prior to joining Scotiabank, Swanzy worked as a Portfolio Manager focused on oil & gas mandates at a leading Canadian independent investment firm where she gained over 10 years of oil & gas research and analysis and portfolio management experience. Her specialties in the oil & gas space include large-, mid- and small-cap E&P, oilfield services and energy infrastructure. In addition to her roles on the sell-side and buy-side, Swanzy also has experience in manager research, multi-manager portfolio construction and analytics and in the retail investment arena. She holds a Bachelor of Commerce degree from Memorial University of Newfoundland.
Jennifer Diana Lee is a Principal in the Capital Market’s External Managers team at Ontario Teachers’. Her responsibilities include monitoring existing allocations as well as analyzing new prospect managers. Previously, she was focused on Private Markets in Strategy & Risk, where her responsibilities included facilitating the investment committee on behalf of the Chief Investment Officer and providing insights on all private deals across the fund to the Chief Strategy & Risk Officer. Prior to her role at Ontario Teachers’, Jennifer was an Associate at Goldman Sachs in London, UK, and began her career at Deloitte Private in Toronto. Jennifer is a Chartered Financial Analyst, a Chartered Alternative Investment Analyst and a Chartered Professional Accountant. She has Bachelor of Commerce and Global Professional Masters of Law degrees from the University of Toronto and completed the Private Investments Board of Directors Program at the Rotman School of Management. Jennifer is passionate about giving back and currently serves as the youngest elected board member on CPA Ontario’s Council. She is also the recipient of the Women in Capital Markets 2018 Rising Star award for her contributions to promoting diversity internally as the Chair of Women In Teachers and externally as a key advisor to the G7 Investors Leadership Network Diversity in Investments Advisory Committee.
WCMAspire, a newly launched event series in 2018, consists of 5 sessions over a 8-month period, designed to provide participants with tools to achieve their career goals and accelerate their careers. WCMAspire is designed for entry-level female professionals currently employed in Canadian capital markets. WCMAspire events are eligible only to those who have been accepted into the event series.