WCMElevate Session 2 | Career Mobility: Models for Successful MobilityTuesday, December 10th 2019
11:30 AM to 1:30 PM
WCMElevate Session 2 | Career Mobility: Models for Successful Mobility
The historical model for success in finance encompasses internal mobility within your firm. Hear from four different speakers on why mobility in your career is crucial to your career success, and how to build this into long-term career plans.
*Please note this event is for program participants only. To learn more about our WCMElevate Program, please click here.
Carrie is Senior Vice President, Head of Trading, Global Equity, FX and Derivatives. She has 25+ years of global trading experience. She has worked on both sides of the street, spending most of her career at global bulge bracket brokers before moving to the Asset Management side of the business 5 years ago. Mackenzie Investments is ~$200 billion AUM Canadian based global Mutual Fund with trading desks in Asia, Europe, Canada and the US. Carrie has an MBA from the Richard Ivey School of Business at The University of Western Ontario.
Neil French was appointed Managing Director and Global Head of Performance Management Operations at RBC Capital Markets in 2014.
In this role he has responsibility for the business management of Global CM Operations, and is accountable for the strategy, execution, control and optimization of + CAD 850MM of P&L expense globally. In addition, he is also responsible for the creation and implementation of the Trade Execution Expense and Market Data Service utilities that provide service to the larger RBC Group, and the communication and people strategy within CM Operations.
With over 25 years’ experience in the Financial Service and Technology industry, Neil has held a number of senior roles within Finance, Technology, Data Management and Operations across top tier Financial Institutions (including Deutsche Bank, Dresdner Kleinwort Wasserstein and Lloyds of London). He is known for his ability to implement industry leading best practices through operational transformation, cost reduction and process efficiencies whilst mitigating financial, operational, regulatory and reputational risk.
Neil is a member of the RBC Capital Markets Diversity & Inclusion Council, and founder of the Canadian RBC Academy, a program designed to create opportunities within the Financial Sector and unlock potential in students from socially and economically challenged neighborhoods.
Neil is a fellow member of the Association of Chartered Certified Accountant’s (ACCA), and studied Art, Graphic Design and Art History. He currently resides in Ontario Canada, and is a keen sportsman.
Warren Lovely is a Managing Director with National Bank Financial, serving as chief rates and public sector strategist within the firm’s highly regarded Economics and Strategy group. Warren provides investors and issuers in Canada and globally with detailed analysis of economic, fiscal and public policy developments. Warren joined NBF in 2015 from CIBC, where he had worked for 15 years in a variety of specialized roles in economics, strategy and debt underwriting. Warren had earlier worked for the Government of Canada in Ottawa, serving as a policy analyst/economist in key federal departments and agencies, including the Department of Finance. Warren holds a Master’s degree in economics from Queen’s University in Kingston, Ontario, having earlier graduated with a Bachelor of Arts in economics from Wilfrid Laurier University in Waterloo, Ontario. Warren is a frequent commentator on financial markets in the media and regularly speaks to fixed income investors, business groups and governments in Canada and abroad.
Ekta is a senior leader experienced in corporate and competitive strategy, with a track record of transforming businesses. She brings deep experience in the Management Consulting and Financial Services industries, spanning prominent Canadian and global multinational firms. Her Management Consulting and leadership experience is in areas strategy and large scale business turn-arounds; her Financial Services industry experience includes retail banking, wealth management and investment banking.
She is Co-Chair of the Canadian Gender and Good Governance Alliance, Canada’s pre-eminent partnership of leading Governance- and Diversity-oriented not-for-profit organizations; Co-Chair of WCM's Women in Leadership network; a member of the 30% Club Canada Steering Committee; a Director on the Board of the Rotman Vision Fund; and an Advisory Board Member of UN Women Canada.
Ekta is also a guest columnist for the Globe and Mail - Report on Business, co-author of the Directors' Playbook and the CEO Blueprint, and has been featured on the IIAC Top Under 40 list in 2016, 2017 and 2018.
WCMElevate, a newly launched event series in 2018, consists of 5 sessions over a 7-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.