WCMElevate: Capital Markets Careers - A Panel Of Senior Leaders Share Their Career Trajectories And InsightsMonday, March 25th 2019
12:00 PM to 1:30 PM
A panel of senior leaders will discuss their personal career trajectories and how they have reached their level of success. Gain insights from these esteemed speakers, and learn tips and tricks that can be applied to your career progression. Participants will have the opportunity to hear from, and network with, some of the most senior leaders within the industry.
WCMElevate, a newly launched event series in 2018, consists of 6 sessions over a 9-month period, designed to provide participants with tools to achieve their career goals and accelerate their careers. WCMElevate is designed for mid-level female professionals currently employed in Canadian capital markets. WCMElevate events are eligible only to those who have been accepted into the event series. Applications for WCMElevate will open in fall 2019.
Rhonda Goldberg was appointed Executive Vice-President, General Counsel for IGM Financial Inc. on March 18, 2019. In that capacity, Rhonda is responsible for overseeing the legal, compliance, corporate secretarial and client and regulatory affairs functions of Mackenzie Investments, Investors Group and Investment Planning Counsel.
Rhonda brings an in-depth knowledge of the legal and regulatory environment and financial services industry with over 20 years of legal experience. She joined IGM in 2015 as Vice-President, Regulatory Affairs. She and was promoted to Senior Vice-President, Client and Regulatory Affairs in 2017 and in 2018, was appointed to Senior Vice-President, General Counsel, a new role for IGM Financial Inc., responsible for championing a client-centric vision across all business functions including corporate initiatives, business planning and strategy. Previously, Rhonda held progressively senior positions at the Ontario Securities Commission (OSC) and was a member of the OSC’s executive management team and Director, Investment Funds and Structured Products, from 2010-2015.
Rhonda was called to the Bar in Ontario in 1996 and has a law degree from Osgoode Hall Law School.
Sue has been with RBC for over 25 years. After joining the Bank in London, England, she moved to Toronto in 1995 and has held a variety of roles in both the wholesale lending and trading businesses, primarily within RBC Capital Markets. She assumed her current role as Deputy Head of Global Credit in April 2017.
Sue is a member of the Capital Markets Loan Commitments Committee, the Loan Portfolio Review Committee and chairs the Post Approval Committee. Within Global Credit, she oversees the teams responsible for trading credit management for Banks, Sovereigns, Asset Managers & Hedge Funds and the negotiation of Master Agreements for trading clients.
She lives in Mississauga with her husband Frank and daughters Laura & Emily. Sue has an MA in German and European Institutions from the University of Edinburgh in Scotland.
Aliyah is a Managing Director in TD Securities' Real Estate Investment Banking Group. Aliyah joined TD Securities in 2005, advising on transactions across multiple industries with the Mergers and Acquisitions group. In 2014, Aliyah joined the Real Estate investment banking group, where she currently has direct corporate client coverage responsibilities, and advises on a wide variety of mergers and acquisitions, divestitures, initial public offerings and equity and debt, public and private offerings. To date, she had advised on more than $15 billion of mergers and acquisitions. Aliyah is a past recipient of the Women in Capital Markets (WCM) Heather L. Main Memorial Scholarship, as well as a recipient of the WCM Rising Star Award in 2018. Aliyah has a BSc in Neuroscience from Dalhousie University and graduated as an Ivey Scholar from the MBA program at the University of Western, Richard Ivey School of Business.
Deborah Starkman is the Chief Financial Officer and Corporate Secretary of GMP Capital Inc. (GMP), one of Canada’s largest independent investment dealers. Deborah is responsible for the firm’s global finance function, including all aspects
of regulatory and external financial reporting, performance measurement, risk management, liquidity and capital management and tax reporting. In her role Deborah is directly involved in and provides leadership in connection with many strategic and operational initiatives, including acquisitions, significant changes to accounting standards and the regulatory environment.
Prior to her appointment in September 2012 as CFO, Deborah was Managing Director, Finance, Head of Regulatory Reporting and Risk Management. With over 23 years of experience in the capital markets industry, Deborah brings a deep level of knowledge and insight to her role. Prior to joining GMP, she was Managing Director, Product Finance at the brokerage arm of a major Canadian bank. Deborah is also involved in a number of charitable endeavours including
serving as past Treasurer of the Centennial Infant and Child Care Centre and past Treasurer for Myalgic Encephalomyelitis. Deborah has a BA in Political Science from the University of Western Ontario, and a BComm from the University of Windsor. Deborah is a Chartered Professional Accountant, holds a Chartered Financial Analyst designation and has received the ICD.D certification from the Institute of Corporate Directors.
Beata Swist is a Managing Director in the Global Power and Infrastructure Financing Group at National Bank Financial (NBF) with 23 years track record in developing and closing project finance and energy transactions around the world. At NBF, Beata is responsible for origination and execution including advising clients on structuring energy and infrastructure finance transaction (both debt and equity), raising capital (both as financial advisor and underwriter) and providing ongoing management of client relationships across a range of public and private sectors. She advised on such landmark transactions as UP Express, Champlain Bridge, Ottawa Confederation Line and Eglinton Crosstown Light Rail. Beata is a member of Steering Committee for Women in Energy Canada (WIECAN) and treasurer for Women Infrastructure Network (WIN). Beata holds an Master of Business Administration degree from McGill University and is a Certified Financial Advisor charterholder.