The 15th Annual Conference on Canadian Securities Lending

15th Annual
CASLA Conference on Securities Lending


Thursday May 29th, 2025
Omni King Edward Hotel

ATTENTION: Please be cautious of any unsolicited communication claiming to share the attendee list. If you receive any suspicious messages, we recommend that you DO NOT ENGAGE. As a reminder, please always verify the identity of the sender by its domain. You should only receive emails about this event from emails ending @andlogistix.com and @canseclend.com.

Time Slot:Agenda: 
8:00 – 9:00 AMCONFERENCE REGISTRATION & BREAKFAST
Breakfast sponsored by Northern Trust
Name badges sponsored by EquiLend
Swag bags sponsored by Wealthsimple
9:00 – 9:05 AMWELCOME REMARKS
Roanna Kim, President, CASLA, RBC Capital Markets
9:05 – 9:45 AMMARKET UPDATE
George Goncalves, Head of US Macro Strategy, MUFG Securities
9:45 – 10:30 AMSESSION 1: OPTIMIZING NOISE: NAVIGATING THE CHALLENGES OF THE UNPREDICTABLE AND THE NEED FOR CONTINUOUS VALUE ACCRETION

Panelists:
Jessica Ying, Associate Portfolio Manager, Funding, BCI
Sagar Patel, Executive Director, J.P. Morgan
Jon Whiting, Head of UST & Int’l Equity Lending, Fidelity Agency Lending
Kathleen Duggan, Executive Director, Morgan Stanley

Moderator:
Kyle Kolasingh, Head of Market Services Solutions, Market Services, RBC Investor Services Trust

View Session 1 Speaker Bios
10:30 – 11:00 AMSESSION 2: FIRESIDE CHAT ON THE COLLATERAL INFRASTRUCTURE AND MARKET PRACTICES ADVISORY GROUP (CIMPA)

Panelists:
Nicholas Chan, Treasurer, BMO Capital Markets
Harri Vikstedt, Senior Policy Director, Bank of Canada

Moderator:
Annaleigh Greene, Managing Director, BMO Capital Markets

View Session 2 Speaker Bios
11:00 – 11:20 AMCOFFEE BREAK – Sponsored by MUFG Securities
11:20 – 11:50 AMSESSION 3: INTRODUCING THE CASLA EMERGING TALENT COMMITTEE: A CONVERSATION ON MENTORSHIP, TALENT AND DIGITAL DEXTERITY

Panelists:
Andrea Di Censo, Director, Securities Lending, TD Securities
Courtney McGrath, Trader, Securities Finance, Wealthsimple
William Yan, Associate, Market Services Solutions, RBC Investor Services Trust

Moderator:
Johnathan Papavranoussis, Vice President – Trading, BNY

View Session 3 Speaker Bios
11:50 AM – 12:30 PMSESSION 4: DATA, DEMAND & DISRUPTION: POSITIONING FOR THE FUTURE

Panelists:
Lisa Tomada, Vice President, Global Securities Lending, CIBC Mellon
Jordan Maskowitz, Associate Director, S&P Global Market Intelligence
Matthew Ross, Associate Director, EquiLend
Kunal Shah, Director, RBC

Moderator:
David Mak, Executive Director, Wealthsimple

View Session 4 Speaker Bios
12:30 – 1:45 PMLUNCH BREAK

Option 1: Working Lunch with Global Peer Financing Association and Women in Securities Finance (Crystal Ballroom) 

Option 2: Wellness Workshop: The Mindful Path to Well-Being: Stress Resilience & Emotional Intelligence for Financial Professionals (Windsor Ballroom, Lower Lobby)
1:45 – 2:30 PMSESSION 5: REGULATORS & POLICYMAKERS: GLOBAL PERSPECTIVES ON SHIFTING VIEWS AND ASSUMPTIONS

Panelists:
Laura Paglia, President and Chief Executive Officer, Investment Industry Association of Canada (IIAC)
Farrah Mahmood, Director – Regulatory Affairs, International Securities Lending Association (ISLA)
Thomas Veneziano, North American Head of Product, Pirum
Nancy Steiker, Senior Director, Global Securities Finance Product Management, FIS Global

Moderator:
Dexter Gall, Director, Securities Finance, RBC Investor Services

View Session 5 Speaker Bios
2:30 – 3:15 PMSESSION 6: UNLOCKING SECURITIES FINANCE 2.0 THROUGH AN INTEGRATED DIGITAL FINANCIAL ECOSYSTEM

Panelists:
Guido Stroemer, CEO, HQLAᵡ
Kelly Mathieson, Chief Business Development Officer, Digital Asset
Fabrice Tomenko, CEO, Clearstream International
Ahmed Shadmann, Head of Agency Trading Canada and Non-US Equities, State Street
Yvette Wu, CEO, Yield Exchange Inc.
Barnaby Nelson, CEO, The ValueExchange

Moderator:
Steve Everett, Head Business Strategy and Innovation Post Trade, TMX

View Session 6 Speaker Bios
3:15 – 3:30 PMCOFFEE BREAK – Sponsored by MUFG Securities
3:30 – 4:30 PMKEYNOTE SPEAKER
David Frum, Social & Political Commentator, Staff Writer, The Atlantic
Speaker Bio
4:30 – 4:40 PMCLOSING REMARKS
Mary Jane Schuessler, Director, CASLA, BMO Capital Markets
Speaker Bio
4:40 – 6:00 PMRECEPTION – Sponsored by FIS Global
*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 NameSpeaker TitleSpeaker Company Speaker Bio

Roanna Kim
President, CASLARBC 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.

Market Update

Speaker NameSpeaker TitleSpeaker Company Speaker Bio

George Goncalves
Head of US Macro StrategyMUFG SecuritiesAn industry veteran with more than 25 years on the sell-side and buy-side, George joined MUFG in 2021 as head of U.S. Macro Strategy with a mandate to formulate U.S. fixed income views, drive market strategy thought leadership, and actionable trade ideas for clients. He focuses on rates, MBS, credit, the Fed/global central bank policy, U.S. dollar funding dynamics and all things macro-related. George spent nearly a decade at Nomura Securities, first as the chief U.S. Rates Strategist and later as the Head of U.S. Fixed Income Strategy in the Americas. Over his tenure at Nomura, he oversaw teams of analysts and strategists covering U.S. rates, U.S. credit and emerging market rates. Prior to that, George was a senior research analyst at both Morgan Stanley and Bank of America. He started his career in the Fixed Income markets on the buy side at the formerly known Merrill Lynch Asset Management division in institutional separate accounts, analyzing and co-managing portfolios of Treasuries, repo, short-term credit and MBS as an assistant portfolio management analyst. George is an active guest on Bloomberg TV and a frequently quoted source in various financial media outlets. George received his joint degree in Finance/Economics and Political Science from Rutgers University’s School of Management in 1998.

Session 1: Optimizing Noise: Navigating the Challenges of the Unpredictable and the Need for Continuous Value Accretion

Moderator NameModerator TitleModerator Company Moderator Bio

Kyle Kolasingh
Director, CASLARBC Investor ServicesKyle is Director and Head of Market Services Solutions at RBC Investor Services. He oversees lender management and sales for the RBCIS Securities Finance program and leads a cross-product technical sales and relationship management team also covering foreign exchange and cash management solutions. Kyle joined RBCIS in 2010 and previously worked for RBC Financial Caribbean. Over the past 15 years Kyle has held various positions in operations, risk & investment analytics and deal 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. Kyle is also a board member and a member of the executive team at the Canadian Securities Lending Association (CASLA) and is the 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.
Panelist NamePanelist TitlePanelist CompanyPanelist Bio
Jessica YingAssociate Portfolio Manager, FundingBCIJessica has worked in the Finance field for more than 15 years, with a career spanning risk management, liquidity and funding management and fixed income trading in major Canadian Banks and pension funds. She holds a Master of Finance degree from the Rotman School of Management at the University of Toronto.
Sagar PatelExecutive DirectorJ.P. MorganSagar Patel is Head of Americas Tri-party Product & Relationship Management within the Securities Services business at J.P. Morgan. Sagar’s expertise and current role focuses on managing Tri-party collateral products in the securities lending, repo and derivatives space. Sagar has been at J.P. Morgan his entire professional career, starting in the markets business. Sagar joined the Securities Services business in 2014 working in Product Management roles across clearing, Tri-party and collateral management products. Sagar holds a bachelors degree from Drexel University and a masters degree from Fordham University.
Jon WhitingHead of UST & Int’l Equity LendingFidelity Agency LendingJon Whiting is a vice president and international and fixed income agency lending team leader with Fidelity Capital Markets, the institutional trading arm of Fidelity Investments that provides trading products and services to a wide array of clients, including buy-side institutions, hedge funds, other financial institutions, and Fidelity’s retail, correspondent, and advisor businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Whiting is the head of Fidelity Agency Lending’s U.S. Treasury and international equity trading groups and manages the distribution strategy, performance, and developmental road map of each product line. Prior to joining Fidelity in March 2020, Mr. Whiting spent 17 years at State Street Bank in its Global Markets division. In his last role at State Street, he was the Securities Finance (SF) global head of Product Strategy, managing key expansion initiatives and the strategic product pipeline across all SF business lines. Prior to this role, Mr. Whiting was the global head of International Equity Trading for State Street’s Agency Lending business. Prior to joining State Street in 2003, he was an equity trader for Heartland Securities in Boston, MA. Mr. Whiting was on the board of directors of EquiLend Holdings LLC from 2016 to 2019. Mr. Whiting earned his bachelor of arts degree in economics from Cornell University in Ithaca, NY. He holds the Financial Industry Regulatory Authority (FINRA) Series 7, 63 and 24.
Kathleen DugganExecutive DirectorMorgan Stanley

Session 2: Fireside Chat on the Collateral Infrastructure and Market Practices Advisory Group (CIMPA) 

Moderator NameModerator TitleModerator Company Moderator Bio

Annaleigh Greene
Managing DirectorBMO Capital Markets
Panelist NamePanelist TitlePanelist CompanyPanelist Bio
Nicholas ChanTreasurerBMO Capital MarketsNick Chan is Treasurer for BMO Capital Markets. His mandate is to drive business optimization and increase productivity in alignment with our strategy, client-centric priorities, and the Bank’s overall risk, capital and funding appetite. Nick has responsibility and oversight for liquidity, balance sheet and capital management for Capital Markets, Global Markets funding strategy, and will partner to ensure prudent application of economic and regulatory risk limits while supporting key growth initiatives for the business. Nick has been a driving force in many Canadian industry initiatives including leading the development of the Enhanced CORRA benchmark for the Canadian Alternative Reference Rates Working Group (CARR), co-chair of the Collateral and Infrastructure and Markets Practices Advisory Group (CIMPA) to modernize the repo market, as well as BMO’s representative at the Canadian Fixed-Income Forum (CFIF). He is passionate about community, and is the current Executive Sponsor for the Asian Coalition of Employees (ACE) Canada Enterprise Resource Group. Nick earned an Honours Bachelor of Science degree in Computer Science and Economics from the University of Toronto and is a CFA Charterholder.
Harri VikstedtSenior Policy DirectorBank of CanadaHarri Vikstedt joined the Bank of Canada in 2006. Currently the Senior Policy Director, Market Committees and Initiatives in the Financial Markets Department, he is focussed on market related issues. Harri co-chairs the Collateral Infrastructure and Market Practices Advisory Group (CIMPA) which is an industry-wide working group created under the Canadian Fixed-Income Forum (CFIF) to promote the well-functioning of the Canadian securities and financing markets. Prior to this he co-led the Canadian industry’s efforts to transition the financial market from CDOR to CORRA. He was responsible for the Bank’s domestic and foreign currency trading operations until 2017, and for implementing the Bank’s strategy for acquiring and analyzing financial market intelligence. Harri worked in global financial markets in Europe and North America across both buy- and sell-side roles for 17 years before joining the Bank. He is a Chartered Financial Analyst and holds an MBA in Finance and an engineering degree from the University of Toronto.

Session 3: Introducing the CASLA Emerging Talent Committee: A Conversation on Mentorship, Talent and Digital Dexterity

Moderator NameModerator TitleModerator Company Moderator Bio

Johnathan Papavranoussis
Vice President – TradingBNY
Panelist NamePanelist TitlePanelist CompanyPanelist Bio
Andrea DiCensoDirector, Securities LendingTD SecuritiesAndrea Di Censo is a financial services professional with over 20 years of progressive experience in the Securities Lending and Prime Brokerage space. Andrea currently works as a Director at TD Securities Inc and has been with the prime brokerage team for 15 years.
Courtney McGrathTrader, Securities FinanceWealthsimpleCourtney McGrath is a Securities Lending Trader at Wealthsimple. Her responsibilities include managing the inventory and relationships associated with Wealthsimple’s Fully Paid and Margin Lending Programs. Prior to joining Wealthsimple in 2023, she worked for 5 years across various roles at Scotiabank including as a Associate Director on their Corporate Derivatives Products Group. Courtney holds a Bachelor of Applied Science in Mechanical Engineering from Queen’s University and became a CFA Charterholder in 2022. She has been an active member of VersaFi since 2020 and is a member of the inaugural CASLA Emerging Talent Committee in 2025.
William Yan
William Yan
Associate, Market Services SolutionsRBC Investor Services TrustWilliam Yan is an Associate, Market Services Solutions at RBC Investor Services. He is responsible for lender management across the RBCIS Securities Finance program in a cross-product technical sales and relationship management team, covering securities lending, foreign exchange and cash management products. He has been with RBC since 2018 and previously completed RBCIS’ Graduate Rotational Program. William is also a sub-committee co-chair at the Canadian Securities Lending Association (CASLA). William holds a BSc, Biotechnology and Economics from the University of Waterloo.

Session 4: Data, Demand & Disruption: Positioning For The Future

Moderator NameModerator TitleModerator Company Moderator Bio
David Mak
David Mak
Executive DirectorWealthsimpleDavid Mak is an Executive Director and head of securities finance within the capital markets group at Wealthsimple. A financial professional with over two decades of industry experience, he has held leading roles in the fixed income, structured notes, FX, funding and investment services teams at various broker-dealers in Canada. David earned a Bachelor of Commerce (Finance Spec.) degree from the University of Toronto, is a CFA Charter holder, and a Fellow of the Canadian Securities Institute. He is also on the Board Of Directors at the University of Toronto SMF, providing leadership and regularly contributing to the growing integration of academia with finance.
Panelist NamePanelist TitlePanelist CompanyPanelist Bio

Lisa Tomada
Vice President, Global Securities LendingCIBC MellonLisa Tomada Vice President, Global Securities Lending, CIBC Mellon Lisa leads a team responsible for client management and business development of CIBC Mellon’s securities lending offering, advancing BNY’s global securities lending program in Canada. In this role, she also oversees the local administration of its securities lending program, with a focus on the implementation of product and strategy for Canadian asset owner and asset manager clients. Lisa has been with CIBC Mellon for more than 12 years, contributing to the company’s Markets group. Lisa joined CIBC Mellon as Legal Counsel in 2012, before becoming Director of CIBC Mellon’s Markets team. She has more than 25 years of legal and financial services experience. Lisa holds an Honours Bachelor of Arts degree in International Studies from Glendon College and a JD/MBA from Osgoode Hall Law School and Schulich School of Business.

Jordan Maskowitz
Associate DirectorS&P Global Market IntelligenceJordan 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 DirectorEquiLend





Kunal Shah
DirectorRBCKunal Shah is a Director on the Equity Finance Desk at RBC Dominion Securities with over 10 years of progressive experience in the industry.

Session 5: Regulators & Policymakers: Global Perspectives on Shifting Views and Assumptions

Moderator NameModerator TitleModerator Company Moderator Bio

Dexter Gall
Director, Securities FinanceRBC Investor ServicesAn accomplished securities finance expert with extensive experience in designing, implementing and leading solutions for alternatives and sell-side organizations that include leading. As chair of the CASLA sub-committee (regulatory & tax), increasing collaboration with peers in Canada and abroad to support advocacy and implementation readiness.
Panelist NamePanelist TitlePanelist CompanyPanelist Bio

Laura Paglia
President and Chief Executive OfficerInvestment Industry Association of Canada (IIAC)Prior to joining the IIAC as President and CEO in August 2021, Laura Paglia provided legal representation and advice to a broad range of participants in capital markets, wealth, and financial services industries at large. These include domestic and foreign banks, insurance companies, investment dealers, investment fund managers, exempt market dealers, and various public issuers. Laura also represented and advised a variety of individual professionals, such as Boards of Directors and/or their Special Committees, Chief Executive Officers, Ultimate Designated Persons, Chief Compliance Officers, research analysts, investment bankers, institutional traders, portfolio managers, and investment and mutual fund advisors.
Laura is a frequent speaker and writer on topical and emerging industry issues.
Laura was called to the Bar of Ontario in 1997. She obtained an LLB from Osgoode Hall Law School in 1994 and an LLM from Osgoode Hall Law School in 2014.
Laura’s professional recognitions include:
• Selected by peers for inclusion from 2013 – 2021 in The Best Lawyers in Canada editions (Corporate and Commercial Litigation).
• Recognized in the 2021, 2018, and 2017 editions of Benchmark Canada – The Definitive Guide to Canada’s Leading Litigation Firms & Attorneys as a “Local Litigation Star: Ontario”.
• Recognized as a 2020 and 2019 Acritas Star.

Farrah Mahmood
Director – Regulatory AffairsInternational Securities Lending Association (ISLA)Farrah joined the International Securities Lending Association (ISLA) in September 2019 and is Director of Regulatory Affairs within the Regulation & Market Practice group.
Farrah provides invaluable support to this strategically important part of the Association’s focus, by working with the various workstream coordinators to monitor and assess EMEA financial regulations, including Tax, that have potential to impact the securities lending market.
Farrah reviews regulatory implementation, consultations and manages industry working groups, whilst monitoring updates from policy makers & National Competent Authorities to maintain best practice documentation.
Prior to ISLA, Farrah occupied client service and desk support roles within derivatives and securities lending middle office, as well as in asset servicing operations, for J.P Morgan Chase.

Thomas Veneziano
North American Head of ProductPirumThomas Veneziano 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.

Nancy Steiker
Senior Director, Global Securities Finance Product ManagementFIS GlobalNancy Steiker has 20+ years of experience within capital markets and prime brokerage as well as software vendors. Earlier in her career, she held various positions within the Securities Finance and Collateral industry at EquiLend, Citi, Barclays Capital and Lehman Brothers covering global trading, operations, and collateral management.is a seasoned professional in the fintech industry, currently serving Senior Director for the Global Securities Lending Platform at FIS, a global leader in financial technology solutions. Based in the New York City

Session 6: Unlocking Securities Finance 2.0 Through an Integrated Digital Financial Ecosystem

Moderator NameModerator TitleModerator Company Moderator Bio

Steve Everett
Head Business Strategy and Innovation Post TradeTMXSteve Everett is the Head of Business Strategy and Innovations at CDS. Steve has over 15 years of experience in Post Trade and Market Infrastructure, in leading innovative Market driven and client-centric change across TradeFI and Digital domains in multiple global markets. His current focus within the TMX Group is to lead innovation and change and all Post Trade commercial aspects with a key focus in 2023 to introduce Canada’s first Triparty Collateral service as well as a series of Market driven initiatives and innovative digital solutions across the broad spectrum of post trade.
Panelist NamePanelist TitlePanelist CompanyPanelist Bio

Guido Stroemer
CEOHQLAᵡGuido Stroemer is a financial market veteran with over 30 years of professional work experience in a variety of trading, risk management and senior leadership positions. Prior to co-founding HQLAᵡ in 2017, Guido was global head of repo trading at UBS. He received an MBA in finance from NYU Stern School of Business and a BA in economics from Hamilton College.

Kelly Mathieson
Chief Business Development OfficerDigital AssetKelly Mathieson is Chief Business Development Officer at Digital Asset, creators of the Canton Network. She joined Digital Asset in 2016 and is a member of its Executive Management team. Prior to Digital Asset, Kelly spent 30 years in the capital markets in roles at J.P.Morgan and Goldman Sachs.

Fabrice Tomenko
CEOClearstream InternationalFabrice 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.

Ahmed Shadmann
Head of Agency Trading Canada and Non-US EquitiesState StreetAhmed Shadmann is Head of Agency Trading for all Non-US Equities and Canadian Fixed Income at State Street Markets. He started his career at State Street in the Boston office in 2015 before moving to Toronto eight 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.

Yvette Wu
CEOYield Exchange Inc.Yvette Wu is the CEO and Co-founder of Yield Exchange, a Canadian fintech platform transforming access to secure, short-term investment products such as tri-party repos and GICs. With a background in enterprise risk and financial innovation, Yvette launched Yield Exchange to modernize how institutions manage liquidity — by enabling digital, transparent, and scalable access to fully collateralized investments.

Barnaby Nelson
CEOThe ValueExchangeBarney is CEO and founder of the ValueExchange – a global market research house that specialises in helping to make the case for meaningful transformation in the world’s capital markets. Working with an international team of experts, Barney’s attention is focused on delivering actionable, statistical insights on key market dynamics – with an emphasis on digitisation, post-trade processing, asset servicing innovation and on supporting growth in key emerging markets. Prior to the ValueExchange, Barney worked for over 20 years in the post-trade capital markets space. Until 2018, he led Standard Chartered Bank’s custody business in Asia and prior to that he launched BNP Paribas’ custody business in Asia.

Keynote Speaker

Speaker NameSpeaker TitleSpeaker Company Speaker Bio

David Frum
Social & Political Commentator, Staff WriterThe AtlanticOne of the most influential political analysts of our time, David Frum brings a rational conscience into the mainstream. He helps crystallize what the current political climate both nationally and globally will mean for your business or organization – for the good, the bad and the future. As a Staff Writer at The Atlantic, a Canadian-American political commentator and host of 2025’s The David Frum Show Podcast, David’s commentary on social and political issues generates thought-provoking discussions throughout America and around the world.

Closing Remarks

Speaker NameSpeaker TitleSpeaker Company Speaker Bio

Mary Jane Schuessler
Director, CASLABMO Capital MarketsMary Jane is a Managing Director, Equity Finance in the Global Equity Finance group at BMO Capital Markets. In this position she supports BMO’s Prime Brokerage platform covering Hedge Funds, Pension Plans and the broker dealer community while collaborating internally to improve the product offering. Mary Jane has over 20 years of experience in the securities finance industry and was previously Desk Head and Director of Securities Finance at RBC Investor & Treasury services in Canada. In her previous role Mary Jane also spent two years working on the lending desk at RBC I&TS’ Australia office in Sydney.