Toronto, Sept. 19, 2018 (GLOBE NEWSWIRE) -- September 19, 2018 (Toronto) – The Investment Funds Institute of Canada (IFIC) announced the scheduled lineup of speakers for its 2018 Annual Leadership Conference. The event will bring together top minds from the North American investment funds and financial services industry, to discuss the major topics and trends that are affecting the industry and its investors.
“Our conference this year will tackle the most pressing and impactful developments in the industry,” said Paul Bourque, President and CEO, IFIC. “New technologies, product innovation and deeper insight into investor needs and behaviours are re-shaping the industry and creating opportunities that will ultimately advance the advisor-client relationship.”
Conference speakers include senior executives, regulators and thought leaders, as well as industry innovators and change agents. Panels and presentations will cover the latest trends and regulatory developments, industry reform, investor insights, product and distribution innovations and more. The full agenda and more information about the conference are available on IFIC’s website.
The media is invited to attend. Please register with Lisa Hall at lhall@ific.ca or 416-309-2317.
What: 2018 IFIC Annual Leadership Conference
When: Thursday, September 27, 2018; 8:00 a.m. to 6:00 p.m.
Where: The Carlu, 444 Yonge Street, Toronto
Conference Moderator:
- Bruce Sellery, Business Journalist and Media Personality
Keynote Guest Speakers:
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- Nik Nanos, Renowned Pollster, Demographer and Current Affairs Expert
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- Gregor Jeffrey, NeuroCommunication Innovator
Plenary and Panel Speakers:
- Karen Adams, President and CEO, Fundserv
- Paul C. Bourque, President and CEO, The Investment Funds Institute of Canada
- Sian Burgess, Senior Vice-President, Fund Oversight, Fidelity Investments Canada ULC
- Raymond Chan, Acting Director, Investment Funds and Structured Products Branch, Ontario Securities Commission (OSC)
- Jordy Chilcott, Head of Investment Distribution, Sun Life Global Investments
- Melody Chiu, Partner, Tax Services, PwC Canada
- Arthur Fish, Partner, Borden Ladner Gervais LLP
- Debra Foubert, Director, Compliance and Registrant Regulation Branch, OSC
- Marsha Gerhart, Vice-President, Member Regulation Policy, Investment Industry Regulatory Organization of Canada
- Kevin Gopaul, Head, BMO Global Asset Management Canada, Global Head of ETFs and Chief Investment Officer
- Michelle Hilscher, Senior Associate, BEworks
- Nigel Johnston, Partner, Tax, McCarthy Tétrault LLP
- Ross Kappele, EVP & Head Distribution, BMO Asset Management and Chair of IFIC’s Board of Directors
- Hugo Lacroix, Senior Director, Investment Funds Branch, Autorité des marchés financiers
- Ron C. Landry, Vice President, Canadian ETF Services, CIBC Mellon
- Gary R. Mottola, Research Director, FINRA Investor Education Foundation
- Karen McGuinness, Senior Vice-President, Member Regulation – Compliance, Mutual Fund Dealers Association of Canada
- Denise Morris, Manager, Policy, Investor Office, OSC
- Sajith Nair, Partner, Cybersecurity & Privacy, PwC Canada
- Ira Nishisato, National Leader, Cybersecurity and Cyber-Risk Management Group, Borden Ladner Gervais LLP
- Dave Nugent, Head of Investments, Wealthsimple
- Bill Packham, President and CEO, Aviso Wealth
- Grace Pereira, Senior Counsel, Borden Ladner Gervais LLP
- Mike Plantinga, Vice President, Information Technology, CIBC Mellon
- Chris Pitts, Partner, National Asset and Wealth Management Leader, PwC Canada
- Catriona Read, Partner, PwC Canada
- Janice Russell, Tax Partner, BDO
- Doug Sarro, Senior Advisor, Research and Regulatory Innovation, OSC
- Sky Schapiro, Director, Taxation, BMO Financial Group
- Michael Stanley, President, Sterling Mutuals Inc.
- Laura Tamblyn Watts, Chief Public Policy Officer, CARP
- Felicia Tedesco, Deputy Director, Operations, Compliance and Registrant Regulation Branch, OSC
- Melaina Vinski, Behavioural Economics Lead, PwC Canada
- Karen Woodman, Vice President, Dealer, Sun Life Financial Services (Canada) Inc.
About IFIC
The Investment Funds Institute of Canada is the voice of Canada’s investment funds industry. IFIC brings together 150 organizations, including fund managers, distributors and industry service organizations, to foster a strong, stable investment sector where investors can realize their financial goals. By connecting Canada’s savers to Canada’s economy, our industry contributes significantly to Canadian economic growth and job creation.
For more information:
Lisa Hall
Senior Manager, Communications and Public Affairs
lhall@ific.ca
416-309-2317
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