Annual Conference Speakers
Speaker biographies and photos will be added as they are confirmed.
Director, Investor Relations, Canadian Pacific Railway
Albiston is the Director of Investor Relations at Canadian Pacific
(CP), a transcontinental railway whose shares trade on both the Toronto
Stock Exchange and the New York Stock Exchange. Prior to joining the
Investor Relations team in 2011, Maeghan held various financial
management roles with CP in the areas of financial analysis, treasury
and capital markets. She has a Bachelor of Commerce degree from the
University of Alberta, and is an active CIRI Alberta member.
Senior Vice President, Canadian Equities and Indexed Management, Caisse de Depot
Beck is Senior Vice President, Canadian Equities and Indexed
Management, Equity Markets, at the Caisse de dépôt et placement du
Québec She has over 20 years of experience as an analyst and portfolio
manager in the Canadian stock market. Helen began her career at the
Montreal Exchange and spent 15 years with CN Investment Division where
she managed a Canadian equity portfolio as well as a North-American
portfolio and was a member of the Division’s executive committee. Prior
to joining the Caisse in April 2014, Helen was Head of Canadian Equities
and a Partner at Jarislowsky Fraser, where she served on their
Investment Strategy Committee. She holds a Bachelor of Commerce, Finance
from Concordia University and is a CFA charterholder.
President & Chief Executive Officer, Baytex Energy Corp.
Mr. Bowzer joined Baytex as President and Chief Executive Officer in
September 2012. Mr. Bowzer has over 30 years of global experience
leading large organizations, directing new projects and developing
successful leaders. Prior to joining Baytex, he was Vice President,
North American Production Operations for Marathon Oil Corporation in
Houston, Texas. His experience includes play development in the Bakken,
Eagle Ford and Anadarko Woodford in the United States and heavy oil in
Previously, Mr. Bowzer was Regional Vice President, International
Production, covering a diverse mix of significant businesses including
operations in Norway, the United Kingdom, Ireland and Africa. He also
held senior positions in Strategic Planning, responsible for strategy,
financial and economic valuation and Business Development. Mr. Bowzer
has a Bachelor of Science degree in Petroleum Engineering from the
University of Wyoming and completed the Advanced Management Program at
the Graduate School of Business at Indiana University. He has served on
the board of directors of many industry and professional associations.
Director, Investor Relations, Endeavour Silver Corp.
has over 20 years of experience in communications and investor
relations in the resource sector. She joined Endeavour Silver in 2013 as
Director of Investor Relations. Meghan started her career with Suncor
Energy and has also worked in communications and investor relations for
Transcanada, Placer Dome, Ventana Gold, and a number of publicly traded
mineral exploration and development companies with assets in North and
South America, Africa and Asia. Meghan is a past Director of CIRI BC
(1997-2013) and served as President of the BC Board of CIRI for two
years (2011-2013). She is currently Chair of the CIRI National Board of
Directors, Co-chair of the HR and Governance Committee, and a member of
the Audit Committee. She has completed the Canadian Securities Course
and the Institute of Corporate Directors’ Governance Essentials Program
for Directors of Not-for-Profit Organizations, and is a member of the
Institute of Corporate Directors. She holds a BA from the University of
British Columbia and an MBA from Queen’s University.
Kelly Castledine, CPIR
Director, Investor Relations, Algonquin Power & Utilities Corp.
Algonquin Power & Utilities in 2005 as Director of Investor
Relations and is responsible for the development and execution of the
overall Investor Relations and Communications program for Algonquin
Power & Utilities Corp. Kelly has over 15 years of experience in
investor relations, communications, corporate governance & policy
and business strategy development with North American businesses. She
gained her experience in the information technology, pharmaceutical,
independent power, and utility industries.
Director, Investor Relations, Agrium Inc.
Coakwell is the Director of Investor Relations at Agrium, Inc., one of
the largest agricultural products and services companies in the world.
With extensive knowledge in investor communication and support, Todd
also has direct experience in activist shareholder interaction and
campaigns. Prior to his role in Investor Relations at Agrium, he worked
for 15 years in the energy sector in Calgary, Alberta, where he managed
strategic planning, corporate internal/external reporting departments
and controllership positions for publicly traded companies. Todd
obtained his Bachelor of Commerce degree from the University of Calgary
and his Certified Management Accountant (CMA) designation in 1998.
Director, Equity Trading, RBC Capital Markets
Cole has been involved on the sell-side of the Canadian capital markets
for 10 years. John started his career working at UBS, where he
specialized in trading the Mining and Industrial Sectors. John has
worked as a senior liability trader at RBC Capital Markets for five
years. He is responsible for the Mining, Telecom and Industrial sectors.
Managing Director, Portfolio Strategy Group, Scotiabank Global Banking and Markets
Delisle has more than 20 years of experience in the investment industry
and has been leading Scotiabank GBM’s portfolio strategy group since
2004. His team uses macroeconomics data, market fundamentals, and
quantitative models to help determine optimal asset mix, global equity,
and sector allocation strategies. Under his guidance, Scotiabank’s
portfolio strategy team has ranked number one in Greenwich and Brendan
Managing Partner, Corbin Perception Group
joined Corbin Perception in 2015 as Managing Partner. Prior to Corbin,
Ms. Doom led Honeywell’s IR efforts for over five years where she was
responsible for communicating the Company’s strategy, financial results
and outlook to the investment community. During her tenure, Elena was
credited with enhancing investor understanding and perception of
Honeywell by leading extensive investor marketing and educational events
and emphasizing a credible and transparent approach to IR. Her efforts
contributed to an expanded global shareholder base and share price
outperformance, culminating in a First Place ranking in the category of
Best IR Professional, Capital Equipment/Industrial – Electrical
Equipment & Multi-Industry by Institutional Investor by both the
buy- and sell-side analyst communities in 2014 and 2015.
Elena’s views on IR Best Practices have been featured in various trade
journals and she has served as a guest speaker on numerous panels
discussing the importance of proactive investor communications,
anticipating issues, practicing transparency and demystifying
Prior to joining Corbin Perception, Elena held various business and
corporate financial roles with Honeywell, including positions in
Operational Finance, Corporate Treasury and Investor Relations. She also
served as Director, Corporate Development and M&A from 2006 to
2009, where she successfully oversaw acquisition, divestiture and joint
venture activities across the company.
Vice President, Investor Relations, CN Railway
Drysdale was appointed Vice-President, Investor Relations in December
2012. Prior to that, she had been Director Economics and Strategy since
October 2009. Ms. Drysdale provides strategic direction and guidance for
the company's position in the global equity Markets and manages the
Company's relationship with the investment community. Ms. Drysdale
joined CN in 1996, initially working as a project officer in a
management development program before moving to positions of increasing
responsibility in Sales and Marketing, Investor Relations and Financial
Planning, including Market Manager (Petroleum and Chemicals), Senior
Manager Revenue Planning (Corporate Marketing), and Senior Manager
Investor Relations. In that role, she spearheaded CN's response to the
Carbon Disclosure Project, for which CN was recognized as a Canadian
leader in climate change disclosure. Ms. Drysdale holds an Honours
Bachelor of Science degree from Queen's University and an MBA from
Director, TD Equity Research
obtained his BA in history from Huron College, The University of
Western Ontario, and is a CFA charterholder. Chris was a quantitative
analyst with CT Securities before joining TD Securities, and his
significant experience includes roles with Deutsche Bank Securities and
ScotiaMcLeod. Chris has been consistently ranked as a top quantitative
analyst for the past 10 years.
Director, Investor Relations, Potash Corporation of Saskatchewan Inc.
Freeman is the Director of Investor Relations at Potash Corporation of
Saskatchewan Inc. (PotashCorp), where he is responsible for the
development and execution of PotashCorp’s investor relations program and
strategies. Prior to joining PotashCorp, he worked in the forestry
products industry with Weyerhaeuser in various financial management
roles. Kelly has a Bachelor of Commerce degree from the University of
Saskatchewan, and has earned his designation as a Certified Management
Accountant (CMA). He also is a National board member of the Canadian
Investor Relations Institute (CIRI).
Senior Vice President, Risk Consulting Western Canada, AON Global Risk Consulting
Director Risk Consulting Western Canada (Calgary, Alberta) Lois is
recognized as a leader in the risk management field. She joined Aon in
October 2013 bringing with her over 22 years of risk management
experience. In her mandate, she directs Aon Global Risk Consulting
(AGRC) in Western Canada and working with clients on key risk assessment
initiatives. Prior to joining Aon 18 months ago Lois spent the past
seven years (2006-2013) as the Managing Director, Risk Management, at
Canadian Pacific Railway (CPR). In this role Lois was responsible for
delivery of the Enterprise Risk Management (ERM) program which included
project risk assessments on all major capital projects. Lois also was
accountable for the risk transfer program, policy standardization and
compliance, business continuity Planning, Integrated Control Framework
(ICF) improvements and various business process improvement initiatives.
Lois was responsible for the corporate crisis management plan, hostile
takeover plan and the ongoing maturity of these programs.
Prior to CP Lois spent 11 years working for Shell in Canada, the UK and
Switzerland in a variety of risk management and finance roles including 2
years as a senior internal auditor. Lois worked in all commodity groups
including crude, oil sands, chemicals and finished products and acted
as risk manager on several major multibillion dollar construction
projects. Prior to Shell Lois worked for 5 years in the insurance
industry as a claims adjuster and commercial lines underwriter.
Director, Sustainability, The Works Design Communications
Gee, M.Sc., AIEMA, is Director of Sustainability at The Works Design
Communication Ltd. He has worked in management consulting and
sustainability for 15 years, and has substantial knowledge of and
experience in areas including strategic planning, stakeholder
engagement, performance management, corporate governance and reporting.
He has recently contributed in working groups to revise the Global
Reporting Initiative Guidelines and develop the SASB Standards. Wesley
has advised leading companies at executive and operational levels on
sustainability in his current role, and when he was a Senior Consultant
at Stantec and Senior Corporate Social Responsibility Advisor at
Canadian Business for Social Responsibility. Wesley is also a lecturer
at Ryerson University, Advisor at Microskills and Associate at the
Institute for Environmental Management and Assessment.
Co-founder & Portfolio Manager, FrontFour Capital
George is a co-founder and portfolio manager of FrontFour Capital, a
value oriented, event driven hedge fund manager with more than $500
million in assets under management. Mr. George has spent more than a
decade evaluating catalyst based investment opportunities across the
capital structure of small and mid-cap North American companies. Mr.
George has worked in a management capacity and with numerous corporate
boards to turnaround operations, effect corporate action, and implement
governance policies in order to maximize shareholder value.
Mr. George, who is a Canadian citizen but originally from Houston,
Texas, earned a B.A. from Simon Fraser University in Vancouver, British
Columbia and a Juris Doctor in 2002 from Brooklyn Law School in
Brooklyn, New York. He recently served as the Chairman of the boards of
FAM REIT and Huntingdon Capital Corp. and previously served as the lead
independent director of both Cornell Companies Inc. and PW Eagle, and
on the boards of Allied Defense Group, and IAT Air Cargo Facilities
Vice President & Portfolio Manager, Sustainable Investing, AGF Investments Inc.
has more than 15 years of experience in combining financial and
sustainability criteria for the selection of investment opportunities.
In addition to the portfolios that he manages, Martin provides input on
sustainability and ESG issues across the AGF investment teams.
Martin joined the financial industry after working in a diverse range
of industries in the areas of environmental management, assessment and
mitigation. Martin was previously Director, Sustainability Research and
Portfolio Manager with Acuity Investment Management Inc. AGF Management
Ltd. acquired Acuity Funds Ltd. and Acuity Investment Management Inc. in
February 2011. He was a Project Manager with CSA International from
1997 to 2000 and prior to that was an Environmental Scientist with Acres
Martin obtained his BA from the University of Toronto, MES from York
University and an MBA from the Schulich School of Business and NIMBAS.
Four-Time Olympic Speed Skating Medalist and Olympic Broadcast Analyst
native of Ottawa, Kristina started skating when she was 11 because she
wanted to distinguish herself from her ski-crazed family. Good news for
Canada. Twenty-years later, in 2007-08, she produced a season to
remember collecting World Cup medals culminating in her first overall
title (1500m), a World All-round Championship bronze medal, and an
historic five-medal performance at the World Single Distance
Championships including gold in the 3000m.
In 2008-2009, Kristina continued her success on the ice, winning her
second overall title in the 1500m and producing a three-medal
performance at the World Single Distance Championship and Olympic test
event at the Richmond Olympic Oval. At the Vancouver 2010 Olympic Winter
Games, Kristina carried a heavy load competing in five events,
capturing a silver and a bronze medal to add to the Olympic silver medal
in the women's 1500m and Team Pursuit event at the 2006 Games in
Outside of skating Kristina is passionate
about supporting Right To Play as an athlete ambassador and is also an
athlete speaker for Clean Air Champions. In 2011, Kristina was honoured
as the University of Calgary's Distinguished Alumni of the Decade for a
decade of consistent athletic performance and her work in building green
initiatives within Speed Skating Canada.
Since retiring from sport in 2011, Kristina
is now pursuing her passion for sustainability and energy and has
embarked upon a new journey – she is currently working towards a
graduate degree in Sustainable Energy Development at the University of
Calgary. She also works part-time for RBC as part of the Olympians
program and for CBC doing speed skating commentary with Steve Armitage.
Senior Vice President, Equity Analyst, Raymond James Ltd.
Hansen joined the firm in October 2005 as an associate equity analyst
covering the Industrial sector and was promoted to equity analyst in
April 2007. Prior to joining the firm, Steve was employed as a stock
analyst with Morningstar covering the forest products sector.
Educationally, Steve holds an MBA (2004) from the Ivey School of
Business and a Bachelor of Science in Forestry (1999) from the
University of British Columbia. Steve also holds his CMA designation and
is a CFA Charterholder.
Vice President, Corporate Communications, NOVAGOLD Resources Inc.
is NOVAGOLD's Vice President, Corporate Communications, responsible for
all aspects of the Company's internal and external communications
functions and investor relations activities. Mélanie has extensive
experience within the precious metals mining industry particularly in
investor relations, corporate communications, crisis management as well
as mergers and acquisitions. Prior to joining the Company, she served in
a variety of executive and senior roles with such precious metals
companies as Goldcorp Inc., New Gold Inc., and Hecla Mining Company.
Mélanie holds a Bachelor of Arts degree in Communications and earned a
Master of Business Administration degree from the University of Ottawa.
Chief Economist, ATB Financial
Hirsch is ATB Financial's Chief Economist. He holds a BA Honours in
Economics from the University of Alberta and an MA in Economics from the
University of Calgary. For over 20 years he’s worked as an economist at
Canadian Pacific Railway, the Canada West Foundation and the Bank of
Canada. For almost a decade, Todd taught economics at the University of
Calgary. He released his first book, The Boiling Frog Dilemma: Saving
Canada from Economic Decline in 2012.
Todd provides economic commentary for several Canadian media outlets and
is a regular columnist for the Globe and Mail. He currently serves on
the Alberta Economic Development Authority, the University of Calgary
Board of Governors and is the chair of the Premier's Council on Culture.
The federal government honoured Todd for his contribution to the
community with the Diamond Jubilee Medal.
Canadian Equity Analyst, Leith Wheeler Investment Counsel
Jiles joined Leith Wheeler in 1994, after spending 10 years at Odlum
Brown Ltd., where he managed their Research department. David follows
Industrial Products, Consumer Discretionary and Staples companies and
has a keen interest in behavioral finance and economic history. He is a
graduate of UBC (1979) B.A. and holds a Chartered Financial Analyst
Manager, Corporate & Investor Relations, Sterling Resources Ltd.
is Manager, Corporate and Investor Relations with Calgary-based
Sterling Resources Ltd., an international junior oil and gas company
with operations in the United Kingdom and Dutch North Sea. Prior to
joining Sterling in mid 2008 he was Manager, Investor Relations at
PrimeWest Energy Trust, a position he had held since 2001. Concurrent to
much of his tenure with PrimeWest he served as President of the
Canadian Association of Income Funds (CAIF) from 2004 to 2006, and
assumed the role of Chair from early 2007 until year-end 2008. Prior to
his involvement with the income trust space he held senior roles in
corporate finance and investor relations with TransCanada Pipelines and
Petro-Canada respectively. George is a Chartered Financial Analyst and
holds both an MBA (Finance) and a B.Comm. (Marketing) from the
University of Calgary. He is an active member of CIRI Alberta and the
Calgary CFA Society. He and his wife Nancy and daughter Paige reside on
Vancouver Island, and he commutes to Calgary, Aberdeen and London as
Executive Director, Business Strategy & Development, CIBC World Markets
Killian is Executive Director, Business Strategy & Development with
CIBC World Markets Inc. the wholesale Banking arm of CIBC. Ms. Killian
is responsible for managing CIBC’s equity trading products business
which includes client and market interface tools, execution management,
liquidity management and market structure research. Additionally, she
contributes to CIBC’s equity markets business strategy through in-depth
analysis of the regulatory and market structure environment. Ms. Killian
has also been a key contributor to the development and growth of CIBC’s
electronic trading franchise. Prior to joining CIBC in 2010, Ms.
Killian was a chief operating officer at a Canadian alternative trading
system (ATS) where she was involved in all aspects of the system’s
launch into the marketplace. She also worked for an independent broker
dealer with extensive experience in trading and product management. Ms.
Killian holds an Honours BA from the University of Western Ontario.
Portfolio Manager, North Grown Management
joined North Growth Management in 2003 and is a Portfolio Manager for
the Canadian Equity and U.S. Equity Funds. As a generalist, Jamie
researches and analyzes numerous industries and companies in Canada and
the United States and contributes to the portfolio management team’s
decision making process. Jamie holds a Bachelor of Business
Administration in Finance and Marketing from Simon Fraser University and
he is a CFA charterholder.
Manager, Investor Relations, Bombardier Inc.
Lapointe was appointed Manager, Investor Relations in January 2007. In
his role, he supports the company’s relationships with its various
investors and financial analysts. He also assists the Senior Director of
Investor relations in providing guidance for the company’s position in
the financial markets and on events affecting the company and its share
price. Yan joined Bombardier Inc. in September 2003 as an internal
auditor in the Corporate Audit Service and Risk Assessment function. He
has risen in the ranks and joined the Investor Relations Department in
August 2006. Before working at Bombardier, he was controller at
JitneyTrade Inc., a financial brokerage firm headquartered in Montreal.
Yan graduated with a Master’s degree in Business Administration (MBA)
and a Bachelor’s degree in Business Administration (BBA) in Finance from
HEC Montreal. He is a CFA charterholder and holds a CPA, CGA
Managing Director, Institutional Equity Sales, AltaCorp Capital
to joining AltaCorp, Mr. Lever was a Managing Director at RBC Capital
Markets for nine years where he held various senior roles in trading,
sales and equity research in Toronto. Mr. Lever was Head of North
American Energy Sales (2008 - 2011) and Head of Income Trust Research
(2004 – 2008.) Prior to RBC, Mr. Lever was an Equity Research Analyst at
National Bank Financial (2000 – 2004) in Calgary. Mr. Lever was
consistently a top ranked equity research analyst and was a sought after
speaker on the Canadian Income Trust Industry. Mr. Lever has worked in
Corporate Finance, Venture Capital, Private Equity and Merchant Banking
and is a Chartered Accountant who specialized in income tax. Mr. Lever
graduated with Honors from Simon Fraser University and holds a Bachelor
of Arts (Finance). Mr. Lever is a Director with the Canadian Chartered
Accountant’s Canadian Performance Reporting Board.
President & CEO, CIRI
Lokker is currently President & CEO of the Canadian Investor
Relations Institute (CIRI). Yvette joined CIRI in 2008 as the Director
of Communications and Professional Development and was promoted to Vice
President in the fall of 2011. In addition to her many accomplishments,
Yvette was responsible for establishing the first investor relations
certification program in North America in partnership with the Richard
Ivey School of Business. Prior to joining CIRI, Yvette was the Manager,
Investor Relations at MDS Inc. where she assisted in developing and
directing the investor relations strategies and activities for seven
years. Yvette has a BSc. in Chemistry and a Business Diploma from
Wilfrid Laurier University. She has completed the Strategic Management
of Investor Relations program at the Richard Ivey School of Business and
the Canadian Securities Course.
Randy Mah, CPIR
Senior Manager, Investor Relations, Capital Power Corporation
Mah is currently the Senior Manager of Investor Relations at Capital
Power, an independent power producer with operations throughout North
America, where he is responsible for leading the company’s investor
relations strategies since its initial public offering in 2009. Randy
has been an investor relations professional for 15 years. Previously, he
led the start-up of the investor relations function for EPCOR Utilities
Inc.’s publicly-traded limited partnership from 2005-2009 and was a
Manager, Investor Relations at TELUS from 2000-2005. Randy holds a CPIR
designation and a Bachelor of Commerce (Finance) degree from the
University of Alberta. He has been a member of CIRI since 2000 and is
currently a member of the Alberta Chapter Executive.
Managing Director and Head, Global Equity Capital Markets, Scotiabank Global Banking and Markets
McCartney is Co-Head of Institutional Equity Sales & Trading with
joint responsibility for global institutional equity sales and trading
activities. John manages day-to-day sales and marketing efforts in
Canada, the U.S. and Europe. He began his career in the financial
services industry with a major Canadian Investment Bank in the corporate
finance and mergers and acquisitions practice. With postings in
Toronto and Vancouver, he worked on numerous equity and debt financings,
acquisition and divestiture advisory mandates and ongoing private
transactions. John joined the institutional equity sales and trading
team at Scotia Capital in 1996. Since that time, he has taken on
increasing responsibility. Prior to his current appointment he was
Managing Director - Head of Institutional Equity Sales. He holds both
HBA and MBA degrees from the Ivey School of Business at the University
of Western Ontario. In addition, John has overall management
responsibilities for our Howard Weil team in Houston and New Orleans.
Senior Vice President, D.F. King
has more than 26 years of experience in the financial services
industry. She is one of the first Canadian proxy solicitation experts, a
“pioneer” who has held several senior positions throughout her career. A
securities industry professional, Susy has participated in the majority
of Canada’s major M&A mandates, leading and overseeing the
operational department while structuring mergers and acquisitions and
proxy programs to achieve client objectives and goals. Susy is highly
esteemed in the Canadian legal community for her involvement and
noteworthy success for many of Canada's high-profile hostile and
dissident programs. Susy also has extensive knowledge of security
processing, proxy tabulation and depository services and is called upon
frequently for her market insight and reputable expertise. Susy
completed the Trust Companies Institute Program and is a member of Women
in Capital Markets (WCM), the Canadian Investor Relations Institute
(CIRI) and the Canadian Society of Corporate Secretaries (CSCS).
Director, Investor Relations, Vermilion Energy Inc.
is an experienced investor relations professional with over 20 years of
financial, operational and analytical experience across large
and small capitalization companies in the oil and gas production,
transportation, real estate and industrial sectors. Prior to joining
Vermilion, Mr. Morrison worked on the development of key strategies to
maximize shareholder value while in senior investor relations roles at a
variety of publically traded companies and royalty trusts in addition
to equity sales and marketing roles in the private equity sector. Mr.
Morrison is a past Director and Treasurer for the Alberta Chapter of the
Canadian Investor Relations Institute (CIRI).
Director, Capital Markets Policy, CFA Institute
Orsagh, CFA, CIPM, is a director of capital markets policy at CFA
Institute, where he focuses on corporate governance issues. He was named
one of the 2008 “Rising Stars of Corporate Governance” by the Millstein
Center for Corporate Governance and Performance at the Yale School of
Management. He has written and spoken many times on the issue of
earnings guidance and short-termism in the market, including Breaking
the Short-term cycle (2006) and Visionary Board Leadership (2012).
President, Longview Communications Inc.
Josh Pekarsky is the founder and President of Longview Communications
Inc., one of Canada's leading strategic communications firms. Prior to
founding Longview in 2003, Josh was a Partner at Kekst and Company, a
leading strategic communications firm based in New York City. Josh
earned a Bachelor of Arts (honours) in English Literature from Tufts
University and has completed an additional year of graduate level course
work in English and other subjects at McGill University. Josh completed
the ICD Director Education Program in 2012.
Vice President, Trading Reviews & Analysis, Investment Industry Regulatory Organization of Canada (IIROC)
Pinnington is Vice President of IIROC’s Trading Review & Analysis
group responsible for conducting preliminary reviews of potential
improper trading activity, post-trade surveillance, and market analytics
including proactive and reactive market trend analysis to inform policy
making. In December 2012, the analytics team completed the first phase
of IIROC’s Study of High Frequency Trading, the results of which are
published on IIROC’s website. Victoria is also involved in rule
development, strategic planning, and the implementation and ongoing
development of IIROC’s surveillance technology. Victoria has been in
the market regulation field for over 15 years and has held a variety of
positions including Investigator for four years at the Toronto Stock
Exchange and Market Regulation Services Inc. (“RS”). Victoria is
currently the Chair of the Intermarket Surveillance Group, an
international group of exchanges, market centers, and market regulators
that perform front-line market surveillance in their respective
jurisdictions. Prior to her career in market regulation, Victoria
pursued a career in opera performance and continues to perform regularly
with the Canadian Opera Company.
Director, Communications & Sustainable Development, Innergex Renewable Energy Inc.
Privyk has been with Innergex since 2011. In addition to ensuring
effective interactions with investors in view of optimizing the firm’s
reputational capital and enterprise value, Ms. Privyk coordinates
Innergex’s sustainable development implementation and reporting process.
Ms. Privyk has more than 20 years’ experience in the securities
industry, including 11 years as an analyst of small and mid-cap Canadian
companies. Ms. Privyk is also a board member of CIRI Quebec, the
Finance and Sustainability Initiative (FSI), and the St-Raphaël
Palliative Care Home and Day Center. She holds a bachelor’s degree in
finance from McGill University, as well as the CFA designation and the
Sustainable Investment Professional Certification (SIPC) designation.
Senior Analyst, Investor Relations, Teck Resources Ltd.
Rozali is Senior Analyst, Investor Relations at Teck Resources Limited,
Canada’s largest diversified resource company. Teck’s investor
relations team was named ‘Best in Sector – Materials’ at the IR Magazine
Awards Canada 2014. Lori was previously an independent consultant, and
spent five years in investor relations & marketing at Ballard Power
Systems. Prior to this, Lori worked in London, UK for ten years, gaining
a wide range of experience in capital markets and marketing. She holds
an MBA from the Richard Ivey School of Business. She is also a candidate
for the CPIR designation, and is the 2014/2015 recipient of the Belle
Vice President, Business Development & Strategy, TMX Group
Vice President, Business Development & Strategy, Kevin is
responsible for leading the global sales and relationship management
activities, as well as the general market strategy, for the trading
businesses of Canada’s premier equity Exchanges, Toronto Stock Exchange
(TSX) and TSX Venture Exchange, and TMX’s alternative trading systems,
Alpha and TMX Select. Kevin joined TMX Group in 2006 and previously
held the position of Director, Product Management where he was
responsible for managing the introduction of new trading products and
services as well as guiding the roll-out of trading product strategy for
TMX’s equities marketplaces. Kevin is a former member of the OSC Market
Structure Advisory Committee (MSAC) and currently sits on the IIROC
Market Rules Advisory Committee (MRAC).
President & Chief Executive Officer, Aequitas Innovations Inc.
Schmitt has more than twenty-five years of experience in the financial
services industry both internationally and in Canada, with particular
expertise in the market infrastructure space, across asset classes and
Prior to joining Aequitas, Jos served as CEO of the Alpha Group of
companies, including the Alpha Exchange; and as EVP Head of the Americas
and Global Head of Capital Markets for a global professional services
company focused on the financial services industry. During his tenure at
this professional services company, he acted as strategic advisor and
director of operational and/or technology programs for some of the
largest market infrastructure organizations and broker-dealers around
the globe. Some of his previous roles include: President and CEO of a
European Derivatives Exchange and Clearing House, President and CEO of a
pan-European Indices Publisher, Chairman of a Derivatives SRO, and Head
of Strategy and Business Operations at a European Stock Exchange.
Vice President, Corporate Strategy & Relations, Meetyl
Shilton is currently the VP, Corporate Strategy & Relations at
Meetyl, a San Francisco based technology company that enables direct
engagement between investors and issuers. Prior to Meetyl, she was
Senior Director, Corporate Communications & Investor Relations at
Tessera Technologies, Inc., a technology miniaturization company located
in San Jose, CA. She has more than 20 years business and legal
experience, including 15 years in investor relations. At Tessera, she
headed up the company’s investor relations program where she was the
primary contact for its investors and analysts and was responsible for
all financial communication. At the start of 2012, Moriah took on
additional responsibilities as head of Tessera’s corporate
communications efforts. Prior to Tessera, Moriah was Vice President at
LHA, one of the leading independent investor relations firm in the
United States of America, where she managed multiple investor relations
programs for small cap technology companies. She graduated with honors
from Dartmouth College. Her post graduate work includes financial and
accounting courses at UC Berkeley Extension.
Assistant Professor, Management Communications, Ivey Business School
Sider teaches Management Communication at the Ivey Business School. He
teaches in Ivey's Executive MBA, MBA, and HBA programs, and is heavily
involved in Ivey's executive development programs.
Dr. Sider has led communications workshops for managers from many
organizations, including Ford, GM, 3M, TELUS, McCormick, Comcare,
Convergence Corporation, Maple Leaf Foods, J.D. Irving, Agnico-Eagle,
the Canadian Investor Relations Institute, the City of London, the City
of Stratford, Syngenta, CIBC, The Weather Network, ATCO, the First
Nations Tribal Councils, and the Canadian Association of Independent
Schools. He has delivered specialized communications and writing
workshops for lawyers, engineers, economists and political scientists,
and has created and delivered a wide range of teaching workshops to help
professors improve their teaching. In 1998 and 1999, he delivered
communication workshops in the public sector for the London Board of
Education and Human Resources Development Canada. Many of his workshops
have been delivered for multi-cultural audiences from China and Mexico,
including administrators and professors from Mexico's ITESM, China's
Tsinghua University, and Korea's Advanced Institute of Science and
Technology. He has also provided public relations advice for several
non-profit organizations, including Distressed Children International
Editorial Director, IR Magazine
Neil is an editor and conference leader for IR Magazine and Corporate Secretary.
Working with the magazines’ editors and research experts, he guides the
development of print and online content for both magazines. He is
involved in the investor surveys behind the IR Magazine Awards
worldwide as well as practice surveys of IR and governance
professionals. Neil first joined IR Magazine in 1996 and helped found
Corporate Secretary in 2002. He has moderated more than 50 IR Magazine
think tanks and conferences in North America, Europe and Asia in
addition to speaking at dozens of third-party events. Originally from
Montreal, Neil has appeared on CNBC Europe, CNBC Asia, CNBC Australia,
Canada’s BNN, TheStreet.com TV and Bloomberg Television.
Managing Director, Energy Specialist, Scotiabank Global Banking and Markets
Wheatley is one of Scotiabank’s two Energy Sales Specialists. He works
with the firm’s Energy Analysts and Associates to cover across the
entire energy spectrum, from Infrastructure to Exploration &
Production to Integrated Refiners to Oilfield Services. Instead of
covering specific investment firms, he focuses on covering specialist
Energy Portfolio Managers globally. He is a CFA Charterholder and
previously worked for 9 years in the energy investment banking business.
Vice President, Web Communications Services, Business Wire
VP, Web Communications Services, Ibrey Woodall is responsible for
Business Wire's InvestorHQ Investor Center and NewsHQ Online Newsroom
products. Ibrey is an active industry speaker and writer, and has been
nominated for the Association of Women in Communications Woman of the
Year (Technology). She holds a B.A. in Mass Communications and a
Webmaster certification. Ibrey has been involved in launching IR sites
and online newsrooms for 3M, Aetna, Bank of America, Box, CKE
Restaurants, DISH Network, Forest Laboratories, Kinder Morgan, McKesson,
Merck, Office Depot, PRSA, Pfizer, Procter & Gamble, Ryder System,
Staples, The Fresh Market, Tremor Video, W.R. Grace and many others.
Wright joined Bloomberg as an economist after 5 years at the Federal
Reserve Bank of New York, where he helped build the Federal Reserve's
agency MBS portfolio of over $1 trillion. As a researcher there, he
published on housing and mortgage markets, and advised policymakers
across the legislative and executive branches of government. His work
has appeared in the Bloomberg Economics Brief, the New York Fed's
Economic Policy Review, the Liberty Street Economics blog, and the New
York Times. A Chartered Financial Analyst and a graduate of Harvard and
Yale, Josh is also a frequent guest on Bloomberg Television and Radio.
Business Columnist, Calgary Herald
Herald Business columnist Deborah Yedlin began her
career working as an investment banker in 1987, working in New York for
Goldman Sachs. Upon completing her MBA in Finance, Deborah continued
working in corporate finance, first in Toronto and then in Calgary.
Deborah's career in business journalism began in 1996 and has included
positions with the Financial Post and the Globe and Mail. Deborah has
held her current position as business columnist for the Calgary Herald
since April 2007. She is also a weekly business commentator for CBC
In addition to her
professional obligations, Deborah is active in the Calgary community,
sitting as a director on a number of not-for-profit boards. Deborah was born and raised
in Edmonton, holds an undergraduate degree from the University of
Alberta, an MBA from Queen's University and recently completed the
Institute of Corporate Directors program through the Haskayne School of