Title Sponsors
Location: The Omni King Edward Hotel
Address: 37 King St E, Toronto
Thursday June 6, 2024
Recorded Sessions
Morning Introduction
Session 2
Session 3
Session 4
Session 5
Session 6
Closing Remarks
Keynote Speaker:
Stephen Poloz, Economist
Mr. Stephen Poloz is a widely recognized economist with nearly 40 years of experience in financial markets, forecasting, and economic policy, including 35 years in the public sector.
He was the 9th Governor of the Bank of Canada, Canada’s central bank for 7 years (2013-2020). Prior to joining the Bank of Canada, Mr. Poloz spent 14 years at Export Development Canada, as Chief Economist (1999-2008), Head of Lending (2008-2011) and finally as President and CEO (2011-2013).
Mr. Poloz is a frequent speaker and writer and has taught economics at the University of Western Ontario, Concordia University and Queen’s School of Business.
Currently at Osler, Mr. Poloz provides clients with his significant expertise and strategic guidance regarding the financial system, trade, and economic policy both domestically and on a global scale.
| 8:00 – 9:00 AM | CONFERENCE REGISTRATION & BREAKFAST Breakfast sponsored by Northern Trust Name badges sponsored by: Equilend Swag Bags sponsored by: Wealthsimple |
| 9:00 – 9:05 AM | WELCOME REMARKS Roanna Kim, Vice-President, CASLA RBC Capital Markets view bio |
| 9:05 – 10:00 AM | SESSION 1: Market Update view bios Brian Belski, Chief Investment Strategist and leader of the Investment Strategy Group, BMO view bio |
| 10:00 – 10:30 AM | SESSION 2: Client Insights & Perspectives Across the Value Chain view bios Panelists: Kyle Kolasingh, Head of Market Services Solutions, RBCIS Frank Falanga, Executive Director, J.P. Morgan Robert Goobie, Senior Managing Director, Collateral & Balance Sheet Management, HOOPP Brittany Gallagher, Director of Operations, K2 & Associates Moderator: Brendan Eccles, Managing Director, Global Head Securities Lending, Scotiabank |
| 10:30 – 10:50 AM | COFFEE BREAK – Sponsored by TMX |
| 10:50 – 11:30 AM | SESSION 3: T+1 in the Rearview view bios Panelists: Mathilda Yared, MD, Global Securities Finance, National Bank Financial Christopher Galli, Executive Director, Trading Services, Digital & Platform Services, Corporate & Investment Bank, J.P Morgan Ahmed Shadmann, Head of Agency Trading Canada and Non-US Equities, State Street Alexa Lemstra, Director of Client Relationship Management, Equilend Moderator: Phil Zywot, Head of North American Equities & US Corporates, BNY Mellon |
| 11:30 – 12:10 PM | SESSION 4: Unveiling Securities Lending Market Trends: A Data-Driven Dialogue view bios Panelists: Jordan Maskowitz, Associate Director, Securities Finance, S&P Global Matthew Ross, Associate Director, Data and Analytics, EquiLend Charles Engle, Executive Director, Collateral Services Global Innovation Officer, JP Morgan Moderator: Chelsea Grossman, Managing Director North American Head of Agency Lending Client Management, State Street |
| 12:10 – 1:30 PM | LUNCH BREAK – Sponsored by J.P. Morgan |
| 12:10 – 1:30 PM | Working Lunch with the Global Peer Financing Association (Windsor Ballroom) view bios Panelists: Andrew Thornhill, Managing Director, Head Equity Finance & Prime Brokerage, RBC Capital Markets Christopher Benish, Senior Portfolio Manager for Asset & Risk Allocation, SWIB Sandy McRae, CPPIB Curtis Dutton, Director, Global Head of Trading Securities Lending & Liquidity Services, HSBC Trevor Amoils, Manager, Securities Finance and Collateral, Australian Super |
| 12:10 – 1:30 PM | Working Lunch with Women In Securities Finance (Crystal Ballroom) view bios Michael Cherny, Director, Diversity, Equity & Inclusion, Ontario Teachers’ Pension Plan Hugo Dinis, US Global Capital Markets COO, Scotiabank Marina Paleka, Chief of Staff to the CEO of BMO Capital Markets and Global Co-Chair for BMO Pride ERG |
| 1:30 – 2:10 PM | SESSION 5: Regulatory Discussion Who is Drinking and Who is Paying? view bios Panelists: Tamela Merriweather, SVP, Associate General Counsel, Northern Trust Bogdan Fleschiu, Equities FRM Lead, J.P. Morgan Dexter Gall, Director, Securities Finance, RBC Investor Services Tom Veneziano, North American Head of Product, Pirum Moderator: Andrea Topic, Director, Regulatory & Optimization, National Bank of Canada The phrase, “Who is drinking and who is paying?” is a commonly used Croatian expression when you can not make head nor tail of a situation. This premise will spark an engaging discussion starting with the US Basel End game proposal which turned into a live soap opera to open the March FED meeting when Chair Jerome Powell said: “We do hear the concerns and I do expect there will be broad material changes to the proposal”. After so many months of not giving in to the requests of US banks at the beginning of this year, the FED has changed its stance? What happened? What will happen? All these questions and other upcoming regulations impacting the Securities Finance will be discussed on this panel. |
| 2:10 – 3:00 PM | SESSION 6: Market Infrastructure Revolution: Navigating Post Trade Challenges and Partnering in Industry Transformation view bios Panelists: Fabrice Tomenko, CEO, Clearstream International Barnaby Nelson, CEO, Value Exchange Lisa Mantello, Partner, Financial Services, Osler Maksym Padalko, Special Advisor, Bank of Canada Lara Krivokucha, CCO, CDCC Nick Chan, Managing Director, & Head of Financial Resource Management, BMO Capital Markets Moderator: Steve Everett, Head Business Strategy and Innovation Post Trade, TMX |
| 3:00 – 3:30 PM | COFFEE BREAK – Sponsored by TMX |
| 3:30 – 4:30 PM | KEYNOTE SPEAKER Stephen Poloz, Economist |
| 4:30 – 4:40 PM | CLOSING REMARKS |
| 4:40 – 6:00 PM | RECEPTION – sponsored by State Street |
| *Please note that, while every effort will be made to present the program as advertised, speakers, topics and timing are subject to change due to circumstances beyond our control |
Conference Speaker and Moderator Biographies
Welcome Remarks
| Speaker Name | Speaker Title | Speaker Company | Speaker Bio |
 Roanna Kim | Vice-President, CASLA | RBC Capital Markets |
Session 1: Market Update
| Speaker Name | Speaker Title | Speaker Company | Speaker Bio |
 Brian Belski | Chief Investment Strategist | BMO | Brian, Chief Investment Strategist and leader of the Investment Strategy Group, provides strategic investment and portfolio management advice to both institutional and private clients. Brian’s group produces several investment strategy publications on a regular basis, with particular focus on both the U.S. and Canadian equity markets. In his more than 32 years in the investment industry, Brian has held various senior strategy and research roles, including positions at Oppenheimer & Company, Merrill Lynch, and Piper Jaffray. Brian is frequently quoted in the financial press, including regular appearances on CNBC and BNN, and is renowned for his accuracy as a strategist. Brian has been ranked as a Top Gun analyst by Brendan Woods since 2016. He holds a B.Sc. degree from St. Cloud State University and splits his time between the BMO offices in New York and Toronto. |
Session 2: Client Insights & Perspectives Across the Value Chain
| Moderator Name | Moderator Title | Moderator Company | Moderator Bio |
 Brendan Eccles | Managing Director, Global Head Securities Lending | Scotiabank | Brendan has been a member of the Scotiabank Prime Services team since 2004. He began his career at Scotia in Toronto on the Securities Lending desk. In 2006, he moved to New York to launch the US Securities Lending product. Brendan has held progressively senior roles within Securities Lending and is currently the Global Head. Prior to working at Scotiabank, Brendan worked at RBC Investor Services in Securities Lending from 2002 to 2004. He holds an Honours Bachelor of Science, Science & Business (Chemistry Option) from the University of Waterloo and is a CFA Charterholder. |
| Panelist Name | Panelist Title | Panelist Company | Panelist Bio |
 Frank Falanga | Executive Director | J.P. Morgan | Frank is a member of the Americas Prime Finance team at JPMorgan in New York. He currently oversees the Pricing and Collateral Optimization team. He has been with JPMorgan since 2004 and started in the Custody Bank where he held roles on the Technology team and the Agency Securities Lending desk. In 2010 he transitioned over to the Prime Finance team and has managed a number of products in securities lending spanning the globe. He holds a Bachelor of Arts in Economics from Villanova University. |
 Brittany Gallagher | Director of Operations | K2 & Associates | Joined K2 in May 2016 and is responsible for the day-to-day operations of the fund. She maintains the relationships with our Prime Services teams from various banks to ensure account accuracy and any ongoing changes. Prior to joining K2, Brittany spent 8 years with CIBC Capital Markets. She started with a CIBC Wood Gundy team based in Halifax and then moved to CIBC’s trading desk with their Prime Services group. Brittany holds a Bachelor’s Degree with a joint major from St. Francis Xavier University. |
 Robert Goobie | Senior Managing Director, Collateral & Balance Sheet Management | HOOP | |
 Kyle Kolasingh | Head of Market Services Solutions | RBCIS | Kyle Kolasingh is Director and Head of Market Services Solutions at RBC Investor Services. He oversees lender management for the RBCIS Securities Finance program and is leads a cross-product technical sales and relationship management team covering securities lending, foreign exchange and cash management products. He has been with RBCIS since 2010 and previously worked for RBC Financial Caribbean. Over the past twelve years Kyle has held various positions including Corporate Actions and Entitlements, Risk & Investment Analytics and Proposal Management. Based in Toronto, Kyle works closely with beneficial owners and internal partners in the provision of securities financing products and solutions to the Bank’s clients and prospective clients. Kyle is the Coordinator and a Board member of the Canadian Securities Lending Association (CASLA), represents the association at the Global Alliance of Securities Lending Associations (GASLA), and is Chair of the International Securities Lending Association (ISLA) Diversity, Equity and Inclusion Steering Group. He holds a Bachelor of Administrative Studies with Honours in Finance from York University. |
Session 3: T+1 in the Rearview
| Moderator Name | Moderator Title | Moderator Company | Moderator Bio |
 Phil Zywot | Head of North American Equities & US Corporates, BNY Mellon | Scotiabank | Phil is a Director and the Head of North American Equities and US Corporate bonds based in Toronto. His responsibilities include the strategic development of the North American and International trading platforms. He has 30 years of financial industry experience, including 26 years in securities lending. Before joining BNY Mellon, Phil was the Head of Trading at CIBC Mellon Global Securities Services Company. He joined CIBC Mellon in 2004 and has held progressively more senior roles at the CIBC Mellon’s trading desk, working on fixed income, domestic equity and international equity lending. Prior to joining CIBC Mellon, Phil worked on a number of securities lending desks at RBC and was a Financial Advisor for CIBC. Phil is also BNY Mellon’s representative and is on the board of directors for the Canadian Securities Lending Association (CASLA). He has an Honors degree in Economics from the University of Toronto and a Derivatives Market Specialist (DMS) designation from the Canadian Securities Institute. |
| Panelist Name | Panelist Title | Panelist Company | Panelist Bio |
 Mathilda Yared | MD, Global Securities Finance | National Bank Financial | Mathilda Yared is a Managing Director on the Global Securities Finance desk at National Bank Financial, responsible for co-leading the Securities Borrowing & Lending team. She started her career at National Bank of Canada in 2007 and has held various positions within the firm in Montreal, New York and Toronto. Mathilda holds a Bachelor of Mathematics degree from McGill University, and a Masters in Economics degree from the University of Montreal. She received the 2021 Women in Capital Market’s Executive Leadership award, and is an active member of Women in Securities Finance. |
Frank Falanga | Executive Director | J.P. Morgan | Frank is a member of the Americas Prime Finance team at JPMorgan in New York. He currently oversees the Pricing and Collateral Optimization team. He has been with JPMorgan since 2004 and started in the Custody Bank where he held roles on the Technology team and the Agency Securities Lending desk. In 2010 he transitioned over to the Prime Finance team and has managed a number of products in securities lending spanning the globe. He holds a Bachelor of Arts in Economics from Villanova University. |
 Christopher Galli | Executive Director, Trading Services, Digital & Platform Services, Corporate & Investment Bank | J.P Morgan | Christopher is the US Head of Trading Services Operations at JPMorgan Chase Bank N.A. In this capacity, he oversees all western hemisphere operational support for new business initiatives, product intersection, operability model structuring, systemic infrastructure design and advancing technology. Christopher Co-Chairs the RMA’s Operations and Technology Committee as well as being engaged in a vast array of working groups which focuses primarily on market intersection, interoperability, corporate actions and the impacts on securities finance with a mission to identify strategic enhancements to mitigate inherent risks and provide support for revenue opportunities. Prior to joining JPMorgan, Christopher spent a number of years developing a thorough understanding of the global markets which includes reference data, pricing, P&S, corporate actions, class actions, proxy, securities lending and market development. Christopher holds a Bachelor of Business Administration in Finance degree from James Madison University |
 Ahmed Shadmann | Head of Agency Trading Canada and Non-US Equities | State Street | “Ahmed Shadmann is Head of Agency Trading for all Non-US Equities and Canadian Fixed Income at State Street Global Markets. He started his career at State Street in the Boston office in 2015 before moving to Toronto seven years ago. Prior to joining State Street, Ahmed began his career in the financial services sector working for HSBC in Dhaka, Bangladesh as a relationship manager in corporate banking. Ahmed holds a bachelor’s degree in Business Administration from the Institute of Business Administration of Dhaka University and a master’s degree in International Business from Tufts University. State Street provides experienced securities lending capabilities and supplies liquidity across more than 45 markets, worldwide, via Securities Finance offices and trading desks located throughout the Americas, Europe/Middle-East/Africa and Asia/Pacific regions.” |
 Alexa Lemstra | Director of Client Relationship Management | Equilend | Alexa Lemstra is the Director of EquiLend Canada. Beginning her career with EquiLend in New York, she later relocated to Toronto to open the Canadian office in 2008. Leading Sales and Client Relationship Management for clients based throughout Canada and in Boston, Alexa has expanded the client base from singularly Post Trade clients to supporting multiple clients in utilizing the full power of EquiLend’s interconnected solutions suite. With 18+ years of experience in securities finance, Alexa has been instrumental in the growth and success of EquiLend in Canada, demonstrating her local and sector expertise. |
Working Lunch with the Global Peer Financing Association (Windsor Ballroom)
| Panelists Name | Panelists Title | Panelists Company | Panelists Bio |
 Andrew Thornhill | Managing Director, Head Equity Finance & Prime Brokerage | RBC Capital Markets | |
 Christopher Benish | Senior Portfolio Manager for Asset & Risk Allocation | SWIB | Chris Benish, CFA, is a Senior Portfolio Manager in the Asset and Risk Allocation group at the State of Wisconsin Investment Board (SWIB), where he has worked for 17 years. He oversees synthetic replication, passive allocations and leverage implementation for the $120B state pension fund. He also focuses on issues related to securities finance, collateral optimization and liquidity management. Chris also serves as a founding Board member of the Global Peer Financing Association (GPFA). |
 Sandy McRae | Managing Director | CPPIB | Sandy is a Managing Director in the Exposure, Leverage and Liquidity Management team at CPP Investments. Sandy has over 25 years of experience in capital markets with 15+ years at Canadian investment dealers and 8 years on the buy side at CPP Investments. Her career spans roles in collateral strategy, equity derivatives and structured equity. Earlier in her career, Sandy obtained her CPA designation with Price Waterhouse Coopers. |
 Curtis Dutton | Director, Global Head of Trading Securities Lending & Liquidity Service | HSBC | Global Head of Trading for HSBC’s Securities Lending & Liquidity Services business. Curtis joined HSBC in 2013 and has worked in the securities financing market since 2015, trading SBL across all active asset classes and regions including middle east and APAC. Prior to joining HSBC, Curtis attained a Masters (MSc) with Merit from the London School of Economics in the subject of Finance and Economics, with specialism in statistical techniques and financial mathematics, and targeted application towards complex asset pricing. Curtis is a fully accredited Chartered Financial Analyst (CFA), holding this professional qualification since 2017. He holds global oversight and day-to-day management of HSBC’s agency discretionary client mandates to perform execution across securities lending, financing, and short-term cash (re-) investments. |
 Trevor Amoils | Manager, Securities Finance and Collateral | Australian Super | Trevor Amoils joined AustralianSuper in Jan 2022 in the Securities Lending and Collateral Management team. Trevor’s role includes relationship management, optimization of securities lending and collateral, with strategic product input to ensure the department performs in line with the funds’ projected growth. Trevor has over 25 years of financial markets experience, both in securities finance and treasury. Prior to joining AustralianSuper, Trevor was Desk Head of Treasury and Market Services, at RBC (Sydney) – Investor and Treasury services. He was responsible for all trading linked to Custody Market Services (Stock Lending, FX and Cash) and Management of Treasury Services (Funding and Liquidity, and FX Forwards) |
Working Lunch with Woman In Securities Finance (Crystal Ballroom)
| Panelists Name | Panelists Title | Panelists Company | Panelists Bio |
 Michael Cherny | Director, Diversity, Equity & Inclusion | Ontario Teachers’ Pension Plan | |
 Hugo Dinis | US Global Capital Markets COO | Scotiabank | |
 Marina Paleka | Chief of Staff to the CEO of BMO Capital Markets and Global Co-Chair for BMO Pride ERG | BMO Capital Markets |
Session 4: Industry Data Panel
| Moderator Name | Moderator Title | Moderator Company | Moderator Bio |
 Chelsea Grossman | Managing Director North American Head of Agency Lending Client Management | State Street | |
| Panelist Name | Panelist Title | Panelist Company | Panelist Bio |
 Charles Engle | Executive Director, Collateral Services Global Innovation Officer | JP Morgan | |
 Jordan Maskowitz | Associate Director, Securities Finance | S&P Global | “Jordan Maskowitz is a product specialist on the S&P Global Market Intelligence Securities Finance team. In his role, he works with participants across the securities lending ecosystem including Beneficial Owners, Banks, Hedge Funds and Asset Managers. Jordan joined the former Markit team in 2014 and has held various roles in customer care and client services. He holds a M.B.A from Monmouth University and a B.S. from University of Delaware.” |
 Matthew Ross | Associate Director, Data and Analytics | EquiLend | Matthew Ross is an Associate Director of EquiLend Data & Analytics Solutions. In his role, he is responsible for product development across all EquiLend Data & Analytics solutions, including DataLend, the award-winning securities finance market data platform, and leading client engagement for new and ongoing initiatives. Matthew has more than 9 years of relevant experience in product development and client engagement within the financial services industry. Prior to joining EquiLend in 2015, he held a similar role at Deutsche Bank. Matthew holds a BS in Information & Systems Engineering from Lehigh University. |
Session 5: Regulatory Discussion Who is Drinking and Who is Paying?
| Moderator Name | Moderator Title | Moderator Company | Moderator Bio |
 Andrea Topic | Director, Regulatory & Optimization | National Bank of Canada | |
| Panelist Name | Panelist Title | Panelist Company | Panelist Bio |
 Tamela Merriweather | SVP, Associate General Counsel | Northern Trust | Tamela Merriweather is Senior Vice President and Associate General Counsel at The Northern Trust Company where she is a member of the Legal Department leadership team and serves as head of the Global Capital Markets Legal for North America, focusing on securities finance, repo, foreign exchange and derivatives. Tamela also advises on significant domestic and global prudential regulatory matters. As a leader in the Securities Finance industry, Tamela serves on several committees and councils, including the founding board of ISLA Americas. Tamela previously served on the RMA Securities Lending Council, chaired its Legal, Tax, and Regulatory Subcommittee, and co-chaired the 35th Annual RMA Conference on Securities Finance and Collateral Management. Tamela’s leadership roles also extend to the legal industry where she serves on the executive committee of the board of directors of the National Association of Women Lawyers (NAWL) and the executive committee of the SIFMA Compliance & Legal Society. Tamela’s honors and awards include receiving Markets Media Group’s 2023 Women in Finance (U.S.) Award for Excellence in Legal and NAWL’s 2019 Virginia S. Mueller Outstanding Member Award. Tamela has also completed McKinsey & Company’s Black Executive Leadership Program and Corporate Leadership Center’s Leading Women Executives program. Prior to joining Northern Trust, Tamela practiced law in the Corporate and Securities Group at Mayer Brown and clerked for the Hon. Justice Alan Page (Ret.) and Hon. Justice Helen Meyer (Ret.) of the Minnesota Supreme Court. Tamela graduated with honors from Spelman College and the University of Minnesota Law School and is admitted to practice in Illinois. |
 Bogdan Fleschiu | Equities FRM Lead | J.P. Morgan | Bogdan Fleschiu is the Equities FRM lead within J.P. Morgan’s Markets FRM group. In that role, he is responsible for financial resource management (i.e. balance sheet, liquidity and capital optimization & structuring) across Global Equities, Prime Finance and Global Clearing. Bogdan also advises JPM’s institutional clients and counterparties on the regulatory environment’s impact on financing, counterparty management and balance sheet optimization. He has co-authored 2 white papers on the design and implementation of the strategic hedge fund treasury function. Bogdan holds degrees from the University of Richmond (Bachelors in Finance and Political Science) and Vanderbilt University (JD/MBA). |
 Dexter Gall | Director, Securities Finance | RBC Investor Services | Current Chair of the CASLA Regulatory & Tax Committee. Currently responsible for implementation of product, regulatory and taxation changes for Investor Services global securities lending. With 35 years of securities finance experience across multiple disciplines that include operations, collateral management, risk management, client services and technology. |
 Tom Veneziano | North American Head of Product | Pirum | “Tom joined Pirum in July of 2022 as North American Head of Product, to help Pirum’s expansion into the U.S. post trade market, after spending 11 years at Citibank managing Agency Lending Operations. Tom has 35 years of industry experience, spanning operations, trading, and prime brokerage. Prior to Citi, Tom worked at Daiwa Securities in Operations and Treasury Finance Trading, Barclays Bank in Middle Office, Sales and Treasury Finance Trading, Bank of America in Fixed Income Prime Broker, and Treasury Finance Trading. Wells Fargo managing agency lending operations. Tom also acted as Co-Chair to the Risk Management Association Operations and Tech committee for 4 consecutive years prior to joining Pirum.” |
Session 6: Market Infrastructure Revolution: Navigating Post Trade Challenges and Partnering in Industry Transformation
| Moderator Name | Moderator Title | Moderator Company | Moderator Bio |
 Steve Everett | Head Business Strategy and Innovation Post Trade | TMX | I have over 16 years of experience in leading, advocating and changing post trade and Market Infrastructure. Having had success in leading innovative Market driven and client-centric change across TradeFI and Digital domains in multiple international markets with key speciality in driving the innovation agenda as client driven ecosystems. Currently, I currently lead Post Trade Innovation at the TMX Group with a focus to lead innovation, change and all post trade commercial aspects. Key focus in 2024 is to introduce Canada’s first Triparty Collateral service , getting the Canadian Market ready for T+1, as well as a series of Market driven initiatives and innovative digital solutions across the broad spectrum of post trade. |
| Panelist Name | Panelist Title | Panelist Company | Panelist Bio |
 Fabrice Tomenko | CEO | Clearstream International | Fabrice Tomenko is CEO of Clearstream International S.A and Head of Digital Trust & Strategic Partnerships Results driven with more than 20 years of experience in the Post-Trade industry, Fabrice is now leading Digital Innovation and Strategic partnerships within Collateral, Lending and Liquidity Solutions at Clearstream. Before that, he was heading the Banking, Funding and Financing Product Management Team. Since he joined Clearstream, Fabrice was involved in many different innovative initiatives such as outsourcing of collateral management, concept of mobilization of collateral using DLT technology and new user interface leveraging Artificial Intelligence. He has been spearheading partnerships in collateral management with major market infrastructures, such as ASX, B3, Strate, and most recently, TMX in the context of CCMS. He was also a member of the Collateral Harmonization Task Force put in place by the European Central Bank and leading the Triparty Collateral Management stream. Prior joining Clearstream, Fabrice was Head of Global Collateral Management Client Services Representatives and Operations Teams at The Bank of New York Mellon in Brussels. |
 Barnaby Nelson | CEO | Value Exchange | |
 Lisa Mantello | Partner, Financial Services | Osler | “Lisa Mantello is an experienced transactional lawyer who is recognized for her fresh perspective and creativity in solving problems for her clients. Lisa practices in all areas of financial services with particular expertise in domestic and cross-border financing transactions, structured finance and derivatives. Lisa brings to the table a wealth of practical knowledge from being involved in some of the most complex and dynamic transactions of the last decade in the Canadian structured finance market. Lisa is consistently recognized as a leading lawyer by the Canadian Legal Lexpert Directory in the area of derivatives, Best Lawyers in Canada in the area of banking and finance and as Highly Regarded by IFLR 1000 in the areas of banking and finance, derivatives and financial restructuring. Recently, Lisa was named one of the Top 25 Most Influential Lawyers in Canada for 2023. Each year, the Canadian Lawyer’s Top 25 Most Influential Lawyers list recognizes an individual’s efforts to help shape the law and contribute to the strength and quality of legal services. Lawyers who are selected often contribute to the most nationally significant and strategic legal questions, cases, deals, and disputes.” |
 Maksym Padalko | Special Advisor | Bank of Canada | As an operations and policy advisor in the Financial Markets Department at the Bank of Canada, Maks Padalko is helping the central bank design and implement new market operations to fulfill its monetary policy and financial system mandates. His work includes the evolution of trading and collateral systems with the focus on efficient trade execution. In addition to this, Maks maintains active coordination with the Canadian financial industry on various market infrastructure initiatives. He has notably contributed to implementing a new methodology for Canada’s risk-free reference rate (CORRA). Throughout his tenure at the Bank of Canada Maks managed the domestic market operations team, traded assets and liabilities in the Canada’s foreign reserves portfolio and conducted analysis across a variety of subjects. Maks has broad expertise in fixed income markets and central bank operations. |
 Lara Krivokucha | CCO | CDCC |