Capital Markets Seminar Series - Follow the Money: Making Sense of Trading Activity

Part three of the Capital Markets Seminar Series.

The capital markets have become complex and it is often challenging to make sense of your company's trading activity. Hear current trends in capital flows, what’s driving these trends, how to decipher trading activity and how this information may impact your shareholder base. This webcast is eligible for 2 CEUs.

Over zoom, Capital Markets experts will share their knowledge through facilitated live conversations in convenient, one-hour sessions with an extra 15 minutes dedicated to audience Q&A. 

Date: Tuesday, May 9, 2023
Time: 1:00 - 2:15pm ET
Cost: $35 for CIRI members, $55 for non-members (plus taxes)
The virtual link will be provided to those registered one week in advance.

Click here to register for the full series and receive a discount.

By registering for this CIRI event, you agree to comply with CIRI's Code of Conduct.

Thank you to our event sponsor


What You Will Learn

  • Understand current trends in capital flow and what drives them;
  • Learn how to better interpret the trading activity of your company's stock; and
  • Understand how capital flows and broader trading activity may impact your shareholder base.

Who Should Attend

This event is intended for all individuals engaged with or contributing to their company's understanding from the street. 


Jason Melo, Managing Director, Head of Canadian Equity Trading, Scotiabank
Jason Melo joined the Equity Sales and Trading team at Scotiabank in 2018 and brings over 15 years of institutional trading experience from both the buy side (RBC Asset Management) and the sell side. As Managing Director and Head of Canadian Agency Trading Jason is responsible for overseeing our client facing institutional sales traders.

William Mobius, Executive Director, Investor Relations Advisory, S&P Global Market Intelligence
Bill is a strategic Investor Relations professional with over 20 years of experience in the industry. Prior to his current role as co-head of S&P’s North American advisory business, Bill oversaw the Tech, Media & Telecom team at IHS Markit and Ipreo. Bill’s core focus is on Capital Surveillance, Investor Targeting, Activist Defense, Capital Markets and broader IR Best Practice.

Paul O'Hea, Managing Director, Head, Global Equity Sales & Trading, Scotiabank
Paul O’Hea joined the Equity Sales and Trading team at Scotiabank in 2011 and brings over 20 years of institutional sales and trading experience from RBC and Merrill Lynch. As Head of Global Sales and Trading Paul manages all equity related execution, global client coverage, regulatory and risk management as well as global corporate access and marketing. He is actively involved in Scotia’s various recruitment, mentorship and diversity initiatives and currently sits on the board of directors at Investment Industry Association of Canada. Paul holds a Bachelor of Commerce degree from Dalhousie University.

Yvette Lokker, President & CEO, CIRI (Moderator)
Yvette became the President & CEO of the Canadian Investor Relations Institute (CIRI) in January 2013. She joined CIRI in 2008 as the Director of Communications and Professional Development and was promoted to Vice President in the fall of 2011. Yvette oversees the strategic direction of the organization and executes the business plan. She was responsible for establishing the first investor relations certification program in North America.

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, the Canadian Securities Course and the Governance Essentials Program for Directors of Not-For-Profit Organizations at the Rotman School of Management.

Cancellation Policy

Cancellations must be received 48 hours in advance for reimbursement. Please contact Brittany Snell if you need to cancel your registration.

5/9/2023 1:00 PM - 2:15 PM
Eastern Daylight Time
Virtual - Eastern Time Virtual - Eastern Time, CANADA

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