CASLA Current Events

Thursday November 19, 2026

CASLA FORUM

Join CASLA for the Annual Forum in Montréal

FR

AGENDA

Time Slot:Agenda:
11:30-1:00 PMWomen in Securities Finance Networking Lunch: The Art of Negotiation: Advocating for Your Value
Note: Separate registration is required. Click here to register
Sponsored by Provable Markets
Dr. Haniyeh Yousofpour View Bio
1:00-1:30 PMArrival and Registration
1:30-1:35 PMWelcome Remarks
Mathilda Yared View Bio | Sumit Sharma View Bio
1:35-2:20 PMThe Economy in Focus: Economic and Market Perspectives
Andrew Kelvin View Bio | Jimmy Jean View Bio | Mathilda Yared (Moderator) View Bio
2:20-3:05 PMPanel 1: Regulation Meets Innovation: The Future of Collateral and Financing Markets
Brian Canham View Bio | Olivier Jeghers View Bio | Eliott Bryson View Bio | Philippe Muller View Bio | Vic Arora (Moderator) View Bio
3:05-3:25 PMCoffee Break
3:25- 4:10 PMPanel 2: Supply Meets Demand: Limitations and Opportunities
4:10-4:55 PMPanel 3: Tokenization’s Competitive Edge: Unlocking Canadian Capital Market Opportunities
4:55-5:00 PMClosing Remarks
Roanna Kim View Bio | Mathilda Yared View Bio
5:00 PMCocktail Reception
Media Partners: Securities Finance TimesFinadium
*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.

Speaker Biographies

Women in Securities Finance Networking Lunch

SpeakerTitleCompanyBio
Dr. Haniyeh Yousofpour
Dr. Haniyeh Yousofpour
Managing PartnerLeonnova Inc.A Harvard-educated, award-winning global business professor, board advisor, and member of Ontario’s Premier Council on Equality of Opportunity, Haniyeh brings together the analytical and human sides of organizational performance. In this interactive session, she will share her insights on negotiation, with a focus on compensation, career advancement, and advocating for yourself. Attendees will also have the opportunity to put these strategies into practice through a negotiation and compensation simulation.

Welcome Remarks

SpeakerTitleCompanyBio
Mathilda Yared
Mathilda Yared
Managing Director, Global Securities FinanceNational Bank Capital MarketsMathilda 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.
Sumit Sharma
Sumit Sharma
Managing DirectorTD SecuritiesSumit is Managing Director, Head of Secured Funding for the Global Equities Business at TD Securities. His responsibilities include the overseeing of the financing and collateral management for the prime brokerage, equity derivatives businesses. Sumit has over 10 years’ experience in the financial services industry. Prior to working at TD, Sumit started his career at CIBC World Markets. Sumit holds an MBA from the University of Toronto, and a Bachelor of Applied Science (Electrical Engineering) from the University of Toronto.

The Economy in Focus: Economic and Market Perspectives

PanelistTitleCompanyBio
Andrew Kelvin
Andrew Kelvin
Head of Canadian and Global Rates StrategyTD SecuritiesAndrew is the Head of Canadian and Global Rates Strategy with TD Securities, and in his role Andrew contributes to the group’s economic commentary and provides advice on developments in government debt markets. Prior to joining TD Securities in 2011, Andrew spent four years working at the Bank of Canada. Andrew holds a bachelor’s degree in economics from Queen’s University and a M.Sc. in finance and economics from the London School of Economics. Andrew is a CFA charterholder.
Jimmy Jean
Jimmy Jean
Vice-President, Chief Economist and StrategistDesjardins GroupJimmy Jean is Vice-President, Chief Economist and Strategist at Desjardins Group. He leads a team of researchers, analysts and forecasters that has been named Best Overall Forecaster – Canada by FocusEconomics on numerous occasions. His keen insights and clear communication style make him a sought-after speaker and a regular guest on financial news programs in Canada’s English and French media markets. Jimmy has been with Desjardins Group for most of his career, but has also served as senior strategist at Caisse de dépôt et placement du Québec and as an economist at Moody’s, RBC Capital Markets and Statistics Canada. He has a master’s degree in applied financial economics from HEC Montréal and is a Chartered Financial Analyst.
ModeratorTitleCompanyBio
Mathilda Yared
Mathilda Yared
Managing Director, Global Securities FinanceNational Bank Capital MarketsMathilda 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.

Panel 1: Regulation Meets Innovation: The Future of Collateral and Financing Markets

PanelistTitleCompanyBio
Brian Canham
Brian Canham
Executive DirectorCIBC World MarketsBrian Canham is a senior capital markets professional with over 20 years of specialized experience across banking and trading businesses. Brian is currently an Executive Director, Delta 1, Equity Derivatives at CIBC World Markets since 2024 in a structuring role supporting the equity derivatives and securities lending businesses. Prior to joining CIBC World Markets he worked at RBC Capital Markets in a structuring role within the Central Funding Group for over 10 years, and prior to that in various roles in structured finance, credit analysis and risk management at RBC. His experience includes securities lending, repo, prime brokerage, funding/liquidity, structured finance and tax. He holds a Bachelor of Arts in Honors History from the University of Western Ontario and is a CFA® charterholder.
Olivier Jeghers
Olivier Jeghers
Vice-President Global FinanceBMO Capital MarketsOlivier Jeghers is a Vice President within Global Finance at BMO Capital Markets, based in Montreal. With more than 10 years of experience in repo markets, securities financing, and collateral optimization, he has developed deep expertise in funding, liquidity management, and balance sheet efficiency. Olivier is a member of CIMPA committee, contributing to industry discussions on collateral, market structure, and regulatory developments. He holds a Bachelor’s degree in Economics and enjoys contributing to industry initiatives that promote innovation and efficiency across collateral and financing markets.
Eliott Bryson
Eliott Bryson
Vice President of Regulatory Advisory & Capital OptimizationState StreetEliott Bryson is a Vice President of Regulatory Advisory & Capital Optimization at State Street Corporation, based in the firm’s Boston headquarters. Mr. Bryson works within State Street Markets, where he advises on regulatory strategy and leads initiatives to enhance capital efficiency across the securities lending, repo and foreign exchange businesses. With more than a decade of experience spanning capital markets, custody and risk management, Eliott brings a deep, practical understanding of the global financial system and its evolving regulatory landscape. He holds a B.S. in Finance from the Pennsylvania State University and is passionate about sharing his knowledge of markets while helping others navigate the complexities of today’s financial environment.
Philippe Muller
Philippe Muller
Senior Director, Market Engagement and PensionBank of CanadaPhilippe Muller has been a Senior Director of the Bank’s Markets and Banking Department, formerly called the Financial Markets Department, since August 2018. Mr. Muller is responsible for industry initiatives, the Bank’s Montréal and Toronto Offices and the Bank’s pension fund. Previously, he was responsible for the domestic front office operations and IT applications. Mr. Muller joined the Bank in 1997 and has held various positions within the monetary policy, financial system and funds-management functions, progressing from analyst roles to his current position as Senior Director of MBD. Mr. Muller had previously been Senior Director of the Bank’s Financial Risk Office. He has developed expertise in the areas of monetary policy implementation, financial system soundness and efficiency, debt and treasury management, foreign exchange reserves management, and risk (treasury and credit) management. He holds a Master of Science degree in finance from HEC Montréal.
ModeratorTitleCompanyBio
Vic Arora
Vic Arora
Managing DirectorScotiabankVic Arora is Managing Director, Head of Prime Services Canada and Global Head of Portfolio Financing & Optimization at Scotiabank Global Banking and Markets. He works closely with clients to meet their financing needs across Prime Brokerage, Securities Lending and Delta One while ensuring an efficient use of the Bank’s financial resources. Prior to joining Scotiabank, Vic practiced corporate law at Stikeman Elliott LLP with a focus on investment funds and structured products.

Closing Remarks

SpeakerTitleCompanyBio
Roanna Kim
Roanna Kim
Managing Director and Head, Prime BrokerageRBC Capital MarketsRoanna Kim is a Managing Director & Head of Prime Brokerage at RBC Capital Markets. She has over 20 years of experience in the financial services industry working through the Securities Finance value chain, with positions as an Agent Lending trader and relationship manager, and as Principle Borrower for a Broker Dealer. After a career break, Roanna was a 2018 recipient of the VersaFi Return to Bay Street (RTBS) Award and leads Diversity & Inclusion initiatives as part of the Global Leadership team of Women in Securities Finance. Roanna is also the Co-Lead for the Women in Securities Finance Toronto Chapter.
Mathilda Yared
Mathilda Yared
Managing Director, Global Securities FinanceNational Bank of CanadaMathilda 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.

ORDRE DU JOUR

Time Slot:Agenda:
11 h 30 – 13 h 00Dîner-réseautage des femmes en finance des titres – L’art de la négociation : défendre sa juste valeur
Une inscription distincte est requise. Cliquez ici pour vous inscrire.
Commandité par : Provable Markets
13 h 00 – 13 h 30Arrivée et inscription
13 h 30 – 13 h 35Mot de bienvenue
13 h 35 – 14 h 20L’économie à l’honneur : perspectives économiques et des marchés
14 h 20 – 15 h 05Panel 1 : Quand la réglementation rencontre l’innovation : l’avenir des marchés du collatéral et du financement
15 h 05 – 15 h 25Pause-café
15 h 25 – 16 h 10Panel 2 : L’offre rencontre la demande : limites et possibilités
16 h 10 – 16 h 55Panel 3 : L’avantage concurrentiel de la tokenisation : saisir les opportunités du marché canadien des capitaux
16 h 55 – 17 h 00Mot de clôture
17 h 00Réception-cocktail
Commandité par : Securities Finance TimesFinadium
*Veuillez noter que, bien que tout soit mis en œuvre pour présenter le programme tel qu’annoncé, les intervenants, les thèmes et les horaires sont susceptibles d’être modifiés en raison de circonstances indépendantes de notre volonté.

Speaker Biographies

Women in Securities Finance Networking Lunch

SpeakerTitleCompanyBio
Dr. Haniyeh Yousofpour
Dr. Haniyeh Yousofpour
Managing PartnerLeonnova Inc.A Harvard-educated, award-winning global business professor, board advisor, and member of Ontario’s Premier Council on Equality of Opportunity, Haniyeh brings together the analytical and human sides of organizational performance. In this interactive session, she will share her insights on negotiation, with a focus on compensation, career advancement, and advocating for yourself. Attendees will also have the opportunity to put these strategies into practice through a negotiation and compensation simulation.

Welcome Remarks

SpeakerTitleCompanyBio
Mathilda Yared
Mathilda Yared
Managing Director, Global Securities FinanceNational Bank Capital MarketsMathilda 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.
Sumit Sharma
Sumit Sharma
Managing DirectorTD SecuritiesSumit is Managing Director, Head of Secured Funding for the Global Equities Business at TD Securities. His responsibilities include the overseeing of the financing and collateral management for the prime brokerage, equity derivatives businesses. Sumit has over 10 years’ experience in the financial services industry. Prior to working at TD, Sumit started his career at CIBC World Markets. Sumit holds an MBA from the University of Toronto, and a Bachelor of Applied Science (Electrical Engineering) from the University of Toronto.

The Economy in Focus: Economic and Market Perspectives

PanelistTitleCompanyBio
Andrew Kelvin
Andrew Kelvin
Head of Canadian and Global Rates StrategyTD SecuritiesAndrew is the Head of Canadian and Global Rates Strategy with TD Securities, and in his role Andrew contributes to the group’s economic commentary and provides advice on developments in government debt markets. Prior to joining TD Securities in 2011, Andrew spent four years working at the Bank of Canada. Andrew holds a bachelor’s degree in economics from Queen’s University and a M.Sc. in finance and economics from the London School of Economics. Andrew is a CFA charterholder.
Jimmy Jean
Jimmy Jean
Vice-President, Chief Economist and StrategistDesjardins GroupJimmy Jean is Vice-President, Chief Economist and Strategist at Desjardins Group. He leads a team of researchers, analysts and forecasters that has been named Best Overall Forecaster – Canada by FocusEconomics on numerous occasions. His keen insights and clear communication style make him a sought-after speaker and a regular guest on financial news programs in Canada’s English and French media markets. Jimmy has been with Desjardins Group for most of his career, but has also served as senior strategist at Caisse de dépôt et placement du Québec and as an economist at Moody’s, RBC Capital Markets and Statistics Canada. He has a master’s degree in applied financial economics from HEC Montréal and is a Chartered Financial Analyst.
ModeratorTitleCompanyBio
Mathilda Yared
Mathilda Yared
Managing Director, Global Securities FinanceNational Bank Capital MarketsMathilda 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.

Panel 1: Regulation Meets Innovation: The Future of Collateral and Financing Markets

PanelistTitleCompanyBio
Brian Canham
Brian Canham
Executive DirectorCIBC World MarketsBrian Canham is a senior capital markets professional with over 20 years of specialized experience across banking and trading businesses. Brian is currently an Executive Director, Delta 1, Equity Derivatives at CIBC World Markets since 2024 in a structuring role supporting the equity derivatives and securities lending businesses. Prior to joining CIBC World Markets he worked at RBC Capital Markets in a structuring role within the Central Funding Group for over 10 years, and prior to that in various roles in structured finance, credit analysis and risk management at RBC. His experience includes securities lending, repo, prime brokerage, funding/liquidity, structured finance and tax. He holds a Bachelor of Arts in Honors History from the University of Western Ontario and is a CFA® charterholder.
Olivier Jeghers
Olivier Jeghers
Vice-President Global FinanceBMO Capital MarketsOlivier Jeghers is a Vice President within Global Finance at BMO Capital Markets, based in Montreal. With more than 10 years of experience in repo markets, securities financing, and collateral optimization, he has developed deep expertise in funding, liquidity management, and balance sheet efficiency. Olivier is a member of CIMPA committee, contributing to industry discussions on collateral, market structure, and regulatory developments. He holds a Bachelor’s degree in Economics and enjoys contributing to industry initiatives that promote innovation and efficiency across collateral and financing markets.
Eliott Bryson
Eliott Bryson
Vice President of Regulatory Advisory & Capital OptimizationState StreetEliott Bryson is a Vice President of Regulatory Advisory & Capital Optimization at State Street Corporation, based in the firm’s Boston headquarters. Mr. Bryson works within State Street Markets, where he advises on regulatory strategy and leads initiatives to enhance capital efficiency across the securities lending, repo and foreign exchange businesses. With more than a decade of experience spanning capital markets, custody and risk management, Eliott brings a deep, practical understanding of the global financial system and its evolving regulatory landscape. He holds a B.S. in Finance from the Pennsylvania State University and is passionate about sharing his knowledge of markets while helping others navigate the complexities of today’s financial environment.
Philippe Muller
Philippe Muller
Senior Director, Market Engagement and PensionBank of CanadaPhilippe Muller has been a Senior Director of the Bank’s Markets and Banking Department, formerly called the Financial Markets Department, since August 2018. Mr. Muller is responsible for industry initiatives, the Bank’s Montréal and Toronto Offices and the Bank’s pension fund. Previously, he was responsible for the domestic front office operations and IT applications. Mr. Muller joined the Bank in 1997 and has held various positions within the monetary policy, financial system and funds-management functions, progressing from analyst roles to his current position as Senior Director of MBD. Mr. Muller had previously been Senior Director of the Bank’s Financial Risk Office. He has developed expertise in the areas of monetary policy implementation, financial system soundness and efficiency, debt and treasury management, foreign exchange reserves management, and risk (treasury and credit) management. He holds a Master of Science degree in finance from HEC Montréal.
ModeratorTitleCompanyBio
Vic Arora
Vic Arora
Managing DirectorScotiabankVic Arora is Managing Director, Head of Prime Services Canada and Global Head of Portfolio Financing & Optimization at Scotiabank Global Banking and Markets. He works closely with clients to meet their financing needs across Prime Brokerage, Securities Lending and Delta One while ensuring an efficient use of the Bank’s financial resources. Prior to joining Scotiabank, Vic practiced corporate law at Stikeman Elliott LLP with a focus on investment funds and structured products.

Closing Remarks

SpeakerTitleCompanyBio
Roanna Kim
Roanna Kim
Managing Director and Head, Prime BrokerageRBC Capital MarketsRoanna Kim is a Managing Director & Head of Prime Brokerage at RBC Capital Markets. She has over 20 years of experience in the financial services industry working through the Securities Finance value chain, with positions as an Agent Lending trader and relationship manager, and as Principle Borrower for a Broker Dealer. After a career break, Roanna was a 2018 recipient of the VersaFi Return to Bay Street (RTBS) Award and leads Diversity & Inclusion initiatives as part of the Global Leadership team of Women in Securities Finance. Roanna is also the Co-Lead for the Women in Securities Finance Toronto Chapter.
Mathilda Yared
Mathilda Yared
Managing Director, Global Securities FinanceNational Bank of CanadaMathilda 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.