The 15th Annual Conference on Canadian Securities Lending
15th Annual
CASLA Conference on Securities Lending
Thursday May 29th, 2025
Omni King Edward Hotel
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| Time Slot: | Agenda: |
|---|---|
| 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, President, CASLA, RBC Capital Markets |
| 9:05 – 9:45 AM | MARKET UPDATE George Goncalves, Head of US Macro Strategy, MUFG Securities |
| 9:45 – 10:30 AM | SESSION 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 AM | SESSION 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 AM | COFFEE BREAK – Sponsored by MUFG Securities |
| 11:20 – 11:50 AM | SESSION 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 PM | SESSION 4: DATA, DEMAND & DISRUPTION: POSITIONING FOR THE FUTURE Panelists: Lisa Tomada, Vice President, Global Securities Lending, CIBC Mellon Lou Carvajal, Director, Securities Finance, S&P Global Market Intelligence Sasha Sitsker, Sr. Associate, EquiLend Kunal Shah, Director, RBC Moderator: David Mak, Executive Director, Wealthsimple View Session 4 Speaker Bios |
| 12:30 – 1:45 PM | LUNCH 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 PM | SESSION 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 PM | SESSION 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 PM | COFFEE BREAK – Sponsored by MUFG Securities |
| 3:30 – 4:30 PM | KEYNOTE SPEAKER David Frum, Social & Political Commentator, Staff Writer, The Atlantic Speaker Bio |
| 4:30 – 4:40 PM | CLOSING REMARKS Mary Jane Schuessler, Director, CASLA, BMO Capital Markets Speaker Bio |
| 4:40 – 6:00 PM | RECEPTION – 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 Name | Speaker Title | Speaker Company | Speaker Bio |
 Roanna Kim | President, CASLA | RBC Capital Markets | Roanna 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 Name | Speaker Title | Speaker Company | Speaker Bio |
 George Goncalves | Head of US Macro Strategy | MUFG Securities | An 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 Name | Moderator Title | Moderator Company | Moderator Bio |
 Kyle Kolasingh | Director, CASLA | RBC Investor Services | Kyle 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 Name | Panelist Title | Panelist Company | Panelist Bio |
 Jessica Ying | Associate Portfolio Manager, Funding | BCI | Jessica 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 Patel | Executive Director | J.P. Morgan | Sagar 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 Whiting | Head of UST & Int’l Equity Lending | Fidelity Agency Lending | Jon 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 Duggan | Executive Director | Morgan Stanley |
Session 2: Fireside Chat on the Collateral Infrastructure and Market Practices Advisory Group (CIMPA)
| Moderator Name | Moderator Title | Moderator Company | Moderator Bio |
 Annaleigh Greene | Managing Director | BMO Capital Markets | |
| Panelist Name | Panelist Title | Panelist Company | Panelist Bio |
 Nicholas Chan | Treasurer | BMO Capital Markets | Nick 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 Vikstedt | Senior Policy Director | Bank of Canada | Harri 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 Name | Moderator Title | Moderator Company | Moderator Bio |
 Johnathan Papavranoussis | Vice President – Trading | BNY | |
| Panelist Name | Panelist Title | Panelist Company | Panelist Bio |
 Andrea DiCenso | Director, Securities Lending | TD Securities | Andrea 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 McGrath | Trader, Securities Finance | Wealthsimple | Courtney 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 | Associate, Market Services Solutions | RBC Investor Services Trust | William 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 Name | Moderator Title | Moderator Company | Moderator Bio |
 David Mak | Executive Director | Wealthsimple | David 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 Name | Panelist Title | Panelist Company | Panelist Bio |
 Lisa Tomada | Vice President, Global Securities Lending | CIBC Mellon | Lisa 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. |
 Lou Carvajal | Director, Securities Finance | S&P Global Market Intelligence | |
 Sasha Sitsker | Sr. Associate | EquiLend | Sasha Sitsker is a Client Success Manager at EquiLend, guiding institutional clients in their adoption of innovative financial technologies and in streamlining operations through efficiency and automation. With over a decade of experience spanning across private credit, asset-based lending, wealth management and digital asset trading, Sasha brings a unique, cross-market perspective to the client experience within the evolving securities finance ecosystem. |
 Kunal Shah | Director | RBC | Kunal 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 Name | Moderator Title | Moderator Company | Moderator Bio |
 Dexter Gall | Director, Securities Finance | RBC Investor Services | An accomplished global securities finance professional with 35 years of value creation. Current chair of CASLA regulatory and tax sub-committee. |
| Panelist Name | Panelist Title | Panelist Company | Panelist Bio |
 Laura Paglia | President and Chief Executive Officer | Investment 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 Affairs | International 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 Product | Pirum | Thomas 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 Management | FIS Global | Nancy 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 Name | Moderator Title | Moderator Company | Moderator Bio |
 Steve Everett | Head Business Strategy and Innovation Post Trade | TMX | Steve 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 Name | Panelist Title | Panelist Company | Panelist Bio |
 Guido Stroemer | CEO | HQLAᵡ | Guido 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 Officer | Digital Asset | Kelly 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 | 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. |
 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 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 | CEO | Yield 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 | CEO | The ValueExchange | Barney 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 Name | Speaker Title | Speaker Company | Speaker Bio |
 David Frum | Social & Political Commentator, Staff Writer | The Atlantic | One 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 Name | Speaker Title | Speaker Company | Speaker Bio |
 Mary Jane Schuessler | Director, CASLA | BMO Capital Markets | Mary 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. |
Title Sponsors
Location: The Omni King Edward Hotel
Address: 37 King St E, Toronto
Thursday June 6, 2024
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 |
Thursday, May 25, 2023
Location: The Omni King Edward Hotel
Address: 37 King St E, Toronto
The 13th Annual Conference on Canadian Securities Lending was back in person in Toronto.
Title Sponsors
Sponsors
Media Partners
Keynote Speaker
Dr. Hayley Wickenheiser
We are honored to have Dr. Hayley Wickenheiser as our Keynote Speaker this year who will be sharing her career journey in a keynote address.
Seven world championships, six Olympic appearances, five Olympic medals — Dr. Hayley Wickenheiser is a titan of sport and a leader both on and off the ice.
A first-ballot Hockey Hall of Fame inductee, Wickenheiser’s hockey IQ is highly respected in both the male and female game. She has played in/coached at four NHL development camps with the Philadelphia Flyers, the Edmonton Oilers, and the Toronto Maple Leafs. In 2018, Wickenheiser joined the Toronto Maple Leafs as assistant director of player development in 2018 before being promoted to assistant general manager in 2022.
Four-time Olympic Gold Medalist | Member of the Hockey Hall of Fame
In addition, Wickenheiser is a member of the Order of Canada, a retired member of the International Olympic Committee’s Athlete’s Commission, member of Canada’s Sports Hall of Fame, and founder of The Canadian Tire Wickenheiser World Female Hockey Festival.
Conference Agenda
Thursday May 25, 2023
| 8:00 – 9:00 AM | CONFERENCE REGISTRATION & BREAKFAST |
| 9:00 – 9:05 AM | WELCOME REMARKS & CONFERENCE OPEN Roanna Kim – Director, Equity Finance, RBC Capital Markets & Vice President, CASLA |
| 9:05 – 10:00 AM | ECONOMIC UPDATE: CLAIRE FAN – ECONOMIST, ROYAL BANK OF CANADA Claire Fan joined RBC as an economist in 2019 after obtaining her Master’s degree in Financial Economics from Western University. She focuses on covering the macroeconomic outlook for Canada and the United States, and is responsible for projecting key indicators including GDP, employment and inflation. Other topics she’s covered include immigration and income inequality. |
| 10:00 – 10:30 AM | PANEL 1: INDUSTRY ASSOCIATIONS IN DISCUSSION: THE ROLE OF REPRESENTATION, ADVOCACY AND EDUCATION Industry associations play a pivotal role in the Securities Finance landscape from advocating on behalf of stakeholders to aiding and developing best practices to promote sustainability and future proof the industry. This panel of global association colleagues will discuss their associations’ agenda, what is on the horizon and important topics such as ESG and DEI. Moderator: Kyle A. Kolasingh – Director and Head of Market Services Solutions, RBC Investor & Treasury Services Panelist: Ina Budh-Raja – EMEA Head of Securities Finance Regulatory Strategy & Industry Affairs and Markets ESG, Bank of New York Mellon Ed Oliver – Managing Director – Product Development, eSeclending Claire Van Wyk-Allan, Managing Director and Head of Canada, The Alternative Investment Management Association |
| 10:30 – 10:50 AM | COFFEE BREAK – Sponsored by Northern Trust |
| 10:50 – 11:30 AM | PANEL 2: THE REGULATORY ENVIRONMENT: PRESENT & FUTURE Amidst a backdrop of renewed market volatility and general uncertainty around the economy and the regional banking sector, regulators are pressing for greater transparency and capital requirements. With the help our panelists’ expertise we will focus our discussion on proposed regulatory changes, what they mean at the desk level, and any unintended consequences we can expect. Moderator: Erin Lamont – Vice President, Equity Finance, TD Securities Panelist: Nick Chan – Managing Director & Head of Financial Resource Management, BMO Capital Markets Lesley Charkow – Managing Counsel & Director, Royal Bank of Canada Andrea Topic – Director, Regulatory and Optimization, National Bank of Canada |
| 11:30 – 12:10 PM | PANEL 3: PERSPECTIVES ON SECURITIES LENDING This panel will focus on trends affecting Securities Lending revenues in the last year with panelists sharing their individual perspectives on both challenges experienced, and opportunities presented by the changing landscape of the lending market. Moderator: Chelsea Grossman –North American Head of Agency Lending Client Management, State Street Panelist: Cezan Duong – Head of Canadian Cash Reinvestment, BNY Mellon Brendan Eccles – Global Head of Securities Lending, Scotiabank Amin Nathoo – Principal, Anson Funds Matthew Ross – Associate Director, EquiLend Data & Analytics |
| 12:10 – 1:30 PM | LUNCH BREAK – Sponsored by JP Morgan |
| 12:10 – 1:30 PM | Working Lunch: CASLA & GPFA Presents: Buy & Sell Side Open Forum (Windsor Ballroom) Limited registration will be available for this unique opportunity to join member representatives of both CASLA and GPFA to jointly discuss overlapping Securities Finance topics during the conference lunch break. Networking and lunch will be available. Speakers: Dexter Gall – Associate Director, Securities Finance, RBC Investor & Treasury Services François Bellavance-Lecompte – Senior Director, Equity Replication and Balance-Sheet Activities, PSP Investments John Loynd – Managing Director, Global Equity Financing and Solutions, BMO Capital Markets Marco Drumond – Senior Portfolio Manager, Balance Sheet and Treasury Management, Healthcare of Ontario Pension Plan |
| 12:10 – 1:30 PM | Working Lunch: WISF Lessons from the Judy Project: Navigating Unconscious Bias (Crystal Ballroom) Sponsored by Scotiabank The Judy Project, offered by Rotman School of Management at the University of Toronto, is a highly acclaimed forum enabling women to embrace their own ambition and cultivate organizational leadership to meet evolving priorities. Women in Securities Finance invites you to join our experts to explore the topic of unconscious bias with research data and how to address in practice. Speakers: Colleen Moorehead, Special Advisor, Osler Hoskin & Harcourt LLP and Business Co- Director and Founder, the Judy Project Dr. Sonia K. Kang, Associate Professor at University of Toronto Rotman School of Management |
| 1:30 – 2:10 PM | PANEL 4: THE JOURNEY TOWARDS T+1 A challenging feat for all participants in the financial sector with hurdles for those specifically in the Securities Finance industry. Join our speakers from both CASLA and RMA T+1 sub-committees as they collectively share thoughts on what we are facing across North America with the settlement compression to T+1. Moderator: Keith Evans – Executive Director, Canadian Capital Markets Association Panelist: Thomas Veneziano – North American Head of Product, Pirum Ahmed Shadmann – Vice President Head of Agency Lending Trading, Toronto, StateStreet Mathilda Yared – Managing Director Global Securities Finance, National Bank Financial Ed Corral – Managing Director and Global Head of Collateral Strategy, J.P.Morgan |
| 2:10 – 2:55 PM | PANEL 5: TMX & CLEARSTREAM: FINANCIAL MARKET INFRASTRUCTURE DISCUSSION This panel brings together FMI participants from various across Canada, the US and Europe to discuss domestic challenges, local market reform and regulatory trends as they impact secured financing and many others, with voices from the sell and buy side balancing the discussion. Moderator: Steve Everett – Head Business Strategy and Innovation Post Trade, TMX Panelist: Laura Klimpel – General Manager of Fixed Income Clearing Corporation (FICC) & Head of SIFMU Business Development at DTCC Lara Krivokucho – Chief Commercial Officer CDCC Charles Lesaux – Managing Director, Head Repo Trading Canada, RBC Capital Markets Maksym Padalko – Operations and Policy Advisor, Bank of Canada Fabrice Tomenko – Chief Executive Officer, Clearstream International SA |
| 2:55 – 3:20 PM | COFFEE BREAK – Sponsored by Northern Trust |
| 3:20 – 4:20 PM | KEYNOTE SPEAKER: Dr. Hayley Wickenheiser |
| 4:20 – 4:30 PM | CLOSING REMARKS: Mary Jane Schuessler – Managing Director, Equity Finance, BMO Capital Markets & President, CASLA |
| 4:30 – 6:00 PM | Reception |
| *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 | Director, Equity Finance Vice President, CASLA | RBC Capital Markets |
Economic Update
| Speaker Name | Speaker Title | Speaker Company | Speaker Bio |
 Claire Fan | Economist | Royal Bank of Canada | Claire Fan joined RBC as an economist in 2019 after obtaining her Master’s degree in Financial Economics from Western University. She focuses on covering the macroeconomic outlook for Canada and the United States, and is responsible for projecting key indicators including GDP, employment and inflation. Other topics she’s covered include immigration and income inequality. |
Panel 1: Industry Associations In Discussion: The Role Of Representation, Advocacy And Education
| Moderator | Moderator Title | Moderator Company | Moderator Bio |
Kyle A. Kolasingh, Moderator | Director and Head of Market Services Solutions | RBC Investor & Treasury Services | Kyle oversees lender management for the RBC I&TS Securities Finance program and is also Head of Market Services Solutions Finance program providing technical sales and relationship management coverage across securities finance, foreign exchange and cash management products. He has been with RBC I&TS since 2010 have previously worked from RBC Caribbean, and over the past twelve years has held various positions including Corporate Actions and Entitlements, Risk & Investments Analytics and Proposal Management. Based in Toronto, Kyle works closely with RBC I&TS’ beneficial owners and internal partners in the provision of securities financing products and solutions to the Bank’s existing and prospective clients. Kyle is also the Coordinator and executive team member at the Canadian Securities Lending Association and represents the associations at the Global Alliance of Securities Lending Associations. He hold a Bachelor of Administrative Studies with Honours in Finance from York University. |
| Panelist Name | Panelist Title | Panelist Company | Panelist Bio |
 Ina Budh-Raja | EMEA Head of Securities Finance Regulatory Strategy & Industry Affairs and Markets ESG | Bank of New York Mellon | Ina is EMEA Head of Regulatory Strategy & Industry Affairs for BNY Mellon’s Securities Finance business and Head of ESG for BNYM’s Markets division. She serves in a business advisory role and is responsible for leading the business’ efforts to identify and capitalize on new opportunities in a changing regulatory environment. She is also responsible for the Markets ESG commercial strategy at Bank of New York Mellon. Ina joined BNYM in 2018 from the State Street Bank & Trust Securities Finance business, where she was Head of Regulatory Affairs, EMEA. Prior to that Ina was Managing Counsel for State Street’s Securities Finance business in EMEA and previously, derivatives & securities finance legal counsel supporting the equity finance and money markets desks at Deutsche Bank AG, London. Ina is Chair of the ISLA Board of Directors and co-Chairs the ISLA ESG SteerCo, she is a member of the Bank of England Money Markets Committee, the Bank of England Securities Lending Committee and is Chair of the Bank of England Money Markets Code sub-committee. In addition, she co-leads Women in Securities Finance London. |
 Ed Oliver | Managing Director – Product Development | eSeclending | Ed is Managing Director, Product Development at eSecLending (Europe) Ltd. and is responsible for leading the company’s product development efforts focused on new markets, collateral and liquidity solutions and regulatory initiatives. Ed joined eSecLending in 2010 having begun his financial services career in 1988. Prior to joining eSecLending, Ed held positions at Data Explorers (now part of S&P Global), Northern Trust, Baring Asset Management and Lloyds Bank. Ed is on the Executive Committee of the Pan Asia Securities Lending Association (PASLA) and CEO of eSecLending Europe Limited. |
 Claire Van Wyk-Allan | Managing Director and Head of Canada | The Alternative Investment Management Association | Claire Van Wyk-Allan, CAIA is Managing Director, Head of Canada for AIMA, and also co-leads AIMA’s investor engagement work through the Global Investor Board and Investment Peer Group. She joined AIMA as Director, Head of Canada in 2018 and has over 14 years of professional experience in alternative investments, leadership, strategy and business development. Prior to joining AIMA, Claire was a Business Development Manager, Advisor Channel Sales at RBC Global Asset Management (RBC GAM), where she covered retail advisors in GTA West. Previously, she was the Manager, Sales Support at RBC GAM, where she built and managed a team across Canada. Claire began her career at Arrow Capital, where she spent almost four years as Regional Manager, covering wealth advisors across Ontario. Having served on the AIMA Canada Executive Committee for almost four years before joining AIMA as staff, Claire has also served as Board Liaison for the Sales Practices Committee and as Co-Chair for the Events Committee. She has been a two-time Co-Chair for Help for Children’s Hedge Funds Care Canada Gala. Claire graduated from the University of Western Ontario with a Bachelor of Management and Organizational Studies, specialising in Finance, and is a CAIA Charterholder. |
Panel 2: The Regulatory Environment: Present & Future
| Moderator Name | Moderator Title | Moderator Company | Moderator Bio |
| Erin Lamont | Vice President, Equity Finance | TD Securities | |
| Panelist Name | Panelist Title | Panelist Company | Panelist Bio |
| Nick Chan | Managing Director & Head of Financial Resource Management | BMO Capital Markets | |
 Lesley Charkow | Managing Counsel & Director | Royal Bank of Canada | Lesley Charkow is Managing Counsel & Director in the Capital Markets legal team within the RBC Law Group. In her role, Lesley provides legal support for RBC’s Central Funding Group in Global Markets and Investor & Treasury Services’ market services products, including agency securities lending, foreign exchange and cash management. Lesley has over 20 years of experience in capital markets and provides strategic advice to her business and functional partners on securities finance and derivatives transactions and regulatory matters. Lesley joined RBC in 2002 as Director of Documentation in the Global Services platform, moving into the role of Senior Counsel for the RBC Dexia joint venture in 2006, joining the RBC Law Group in 2012 supporting the Investor & Treasury Services platform and, most recently, joining the Capital Markets legal team in 2018. Lesley received her law degree from the University of New Brunswick and her BA from the University of British Columbia. Lesley was called to the bar of the Law Society of Upper Canada in 1999 and was called to the bar of the Law Society of British Columbia in 1994. |
| Andrea Topic | Director, Regulatory and Optimization | National Bank of Canada |
Panel 3: Perspectives On Securities Lending
| Moderator Name | Moderator Title | Moderator Company | Moderator Bio |
 Chelsea Grossman | Managing Director, North American Head of Agency Lending Client Management | State Street Global Markets | Chelsea Grossman joined State Street Securities Finance in 2010 and currently leads the North American Client Management team for the Agency Lending business. She is responsible for existing customer management across Agency Lending, contributing to revenue growth and the enhancement of client relationships in the region. Prior to relocating to back to Boston, where she started at State Street, she led the Securities Finance Sales and Client Management areas for the Canadian client base, located in Toronto. Ms. Grossman has a Bachelor’s degree from Boston University in International Relations and a Master of Business Administration (MBA) from the Boston University Questrom School of Business with a concentration in Finance. |
| Panelist Name | Panelist Title | Panelist Company | Panelist Bio |
 Cezan Duong | Head of Canadian Cash Reinvestment | BNY Mellon | Cezan is Director and Manager of BNY Mellon’s Canadian Cash Investment Program within the Bank’s Securities Finance program. In her role, she is responsible for setting and executing investment strategy within the firm’s risk parameters. Prior to joining BNY Mellon in 2016, Cezan was on the Short Term Interest Rates sales desk at National Bank Financial responsible for distributing government and corporate debt to institutional clients. Cezan also worked at CIBC Mellon in Capital Markets Risk Management and as Assistant Portfolio Manager for the Treasury and Cash Reinvestment portfolios. Cezan has a total career spanning more than 15 years. Cezan holds a Bachelor of Business Administration from the University of Toronto as well as the Chartered Financial Analyst designation. |
 Brendan Eccles | Global Head of 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. |
 Amin Nathoo | Principal | Anson Funds | Amin is currently a Principal & Portfolio Manager at Anson Funds advising all funds under management and is responsible for investment strategy, trading, risk management and overall investment performance. Amin focusses on providing financing to micro-cap companies with equity, convertible debenture, or other structured forms of financing. Previously, Amin worked for TD Asset Management managing funds for retail, high net worth, and institutional clients. His primary responsibility was to lead research and investment coverage of the US Consumer Staples, European Consumer Staples, US Consumer Discretionary and US Cable & Telecommunications sectors. Amin completed his MBA at the Rotman School of Management, University of Toronto. Prior to that, received his undergraduate degree in Computer Science from the University of Waterloo, and worked for three years as a consultant at Deloitte. Amin is also a CFA Charterholder. |
 Matthew Ross | Associate Director | EquiLend Data & Analytics | 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 8 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. |
Working Lunch: CASLA & GPFA Presents: Buy & Sell Side Open Forum
| Panelist Name | Panelist Title | Panelist Company | Panelist Bio |
 Dexter Gall | Associate Director, Securities Finance | RBC Investor & Treasury Services | Dexter leads product development, regulatory implementation, financial market infrastructure and technology integration with a focus on securities lending. Based in Toronto, Dexter has 30+ years of wholesale financial markets experience, including multiple leadership roles that span the middle office, collateral management/equity financing, client service and product management. |
 François Bellavance-Lecompte | Senior Director, Equity Replication and Balance-Sheet Activities | PSP Investments | Experienced Portfolio Manager with a demonstrated history of working in the investment management industry. Skilled in Portfolio Management, Balance Sheet Optimization, Indexing, Delta one products, Funding and liquidity management. Strong finance professional with a Master’s degree, Finance, from Sherbrooke University. |
| John Loynd | Managing Director | BMO Capital Markets | |
| Marco Drumond | Senior Portfolio Manager, Balance Sheet and Treasury Management | Healthcare of Ontario Pension Plan |
Working Lunch: WISF Lessons from the Judy Project: Navigating Unconscious Bias
| Panelist Name | Panelist Title | Panelist Company | Panelist Bio |
 Colleen Moorehead | Special Advisor and Business Co- Director and Founder, the Judy Project | Osler Hoskin & Harcourt LLP | Colleen is responsible for facilitating the transition to Osler’s new Chief Client Officer, and acts as a resource for the firm’s client initiatives, as past CCO at Osler. As the past co-founder of E*TRADE Canada, Colleen has extensive experience building successful companies and valuable brands. She is widely recognized as a respected business leader with senior management experience in financial services, technology, business, and webbased services. Colleen has held various corporate leadership positions and has a deep understanding of business development strategy in the services sector. She works closely with incubators and investors that support early-stage companies developing technology solutions to solve problems for today and in the future. She is currently on the Board of Advisors for iNovia and NovaCap Financial Services, is the Chair of Merrco Payments Inc., and a board member of Next Canada and OneEleven. As a well-known trailblazer and mobilizer, Colleen’s efforts to support, mentor and advance women throughout her 30-year career have contributed to meaningful organizational changes for Canadian companies and women in business. In addition to her role at Osler, Colleen is the co-founder and business director of the Judy Project at the University of Toronto’s Joseph L. Rotman School of Management. This leadership forum is designed to empower and prepare women to take on executive leadership positions. Since its launch in 2003, the Judy Project has supported the ascent of more than 400 women into C-suite positions. Colleen is the editor of the best-selling leadership book The Collective Wisdom of HighPerforming Women: Leadership Lessons from the Judy Project. The book features personal stories from 70 Canadian women business leaders and highlights their perspectives on the characteristics of great leaders. Over the course of her career, Colleen has been recognized and honoured with several awards including the Women of Distinction Award for 2020 and 2021 by YWCA Toronto, the 2021 Trailblazer Award by the Women’s College Hospital Foundation, 2015 Catalyst Canada Honours Champion – Business Leader, and the Business Builder 2010 Award by the Canadian Marketing Hall of Legends. |
 Dr. Sonia K. Kang | Associate Professor | University of Toronto Rotman School of Management | Dr. Sonia Kang holds the Canada Research Chair in Identity, Diversity, and Inclusion, and is an Associate Professor of Organizational Behaviour and Human Resource Management at the University of Toronto, where she is also a Faculty Research Fellow at the Rotman School of Management’s Institute for Gender and the Economy (GATE) and Chief Scientist, Organizations in the Behavioural Economics in Action Research Centre at Rotman (BEAR). Sonia is also the University of Toronto Mississauga’s Special Advisor on Anti-Racism and Equity. Sonia earned a PhD in Social Psychology from the University of Toronto and completed a SSHRC Post-Doctoral Fellowship at Northwestern University. |
Panel 4: The Journey Towards T+1
| Moderator Name | Moderator Title | Moderator Company | Moderator Bio |
 Keith Evans | Executive Director | Canadian Capital Markets Association | Keith Evans is Executive Director of the Canadian Capital Markets Association (CCMA). Appointed in July 2015, Mr. Evans represents the CCMA in the co-ordination of the CCMA’s Board-approved initiatives. Mr. Evans led the Canadian financial industry’s transition from T+3 to T+2, which was successfully implemented in the fall of 2017. Since then, he has been working with industry participants to support modernization of CDS’ systems for clearing and settlement, as well as for entitlement and corporate actions processing. He now also heads cross-industry and cross-border co-ordination of Canada’s T+1 efforts. Mr. Evans is a senior operations executive in the financial services industry, with extensive experience in clearing and settlement, corporate actions, and project management. He worked for The Canadian Depository for Securities Limited (CDS) for 36 years, most recently as Executive Director, Operations. There he was responsible for the day-to-day operations and strategy of Canada’s national depository and clearing corporation. |
| Panelist Name | Panelist Title | Panelist Company | Panelist Bio |
 Thomas 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 prior to joining Pirum. |
 Ahmed Shadmann | Vice President Head of Agency Lending Trading, Toronto | StateStreet | Ahmed Shadmann is a Vice President in charge of Toronto’s Agency Lending Trading at State Street Global Markets. He started his career at State Street in the Boston office in 2015 before moving to Toronto six 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. |
Mathilda Yared | Managing Director 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 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. |
 Ed Corral | Managing Director and Global Head of Collateral Strategy, | J.P.Morgan | Edward (Ed) Corral is a Managing Director and the Global Head of Collateral Strategy for Collateral Services at J.P. Morgan. In this role Mr. Corral is responsible for Product Management & Strategy for Tri-party in the Americas as well as Derivatives Collateral Management globally. Ed leverages over 30 years of experience in the Financial Services industry, across Clearing, Central Funding, and Collateral Management to drive the convergence and modernization of services across these products and regions. Prior to his current role Mr. Corral spent 10 years at Morgan Stanley where he was responsible for Firm-wide Collateral Management and Optimization. Before joining Morgan Stanley, Ed spent nearly 20 years at J.P. Morgan and its predecessor firms, where he held numerous roles across Global Clearance & Collateral Management as well as Corporate Trust and Finance. Mr. Corral received his MBA in Finance from NYU and graduated from Binghamton University. Ed holds a Series 24, 7 and 63. |
Panel 5: TMX & Clearstream: Financial Market Infrastructure Discussion
| Moderator Name | Moderator Title | Moderator Company | Moderator Bio |
Steve Everett | Head Business Strategy and Innovation Post Trade | TMX | Steve Everett 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 markets. His current focus within the TMX Group is to lead innovation and change 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 Name | Panelist Title | Panelist Company | Panelist Bio |
 Laura Klimpel | General Manager of Fixed Income Clearing Corporation (FICC) & Head of SIFMU Business Development at DTCC | Fixed Income Clearing Corporation (FICC) | Laura Klimpel serves General Manager of DTCC’s Fixed Income Clearing Corporation (FICC) and as Head of SIFMU Business Development at the firm. Within these roles, Laura focuses on expanding FICC’s clearance and settlement services to a broader array of market participants, as well as enhancing FICC’s existing service offerings to further reduce risk and provide optimal capital and operational efficiencies to member firms. Laura also supports the development and implementation of the overall strategy and prioritization of SIFMU initiatives, working with cross-functional teams and industry partners to develop strategies for building new products and services that mitigate risk, create market efficiencies and reduce costs. Prior to her current role, Laura was General Counsel and Chief Compliance Officer at New York Portfolio Clearing, LLC (NYPC) for four years. During this time, she led the effort to obtain registration as a derivative clearing organization (DCO) and approvals for the “one-pot” cross-margining of interest rate futures cleared by NYPC with fixed income cash instruments. She also drafted and reviewed rules, policies and procedures for compliance with various regulations. Before that, Laura spent three years at Cleary Gottlieb Steen & Hamilton LLP, focusing primarily on US commodities and derivatives regulation, including the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010. Laura received her B.A. degree, summa cum laude, from Truman State University in 1999 and her J.D. degree, cum laude, from Cornell University in 2007. She is a member of the New York Bar. Laura is also a member of the Treasury Market Practices Group (TPMG). |
 Lara Krivokucho | Chief Commercial Officer | CDCC | Lara Krivokucha has been with TMX since 2002 and is currently Chief Commercial Officer of CDCC, the post-trade derivatives clearing arm of TMX. Prior to TMX, Lara worked in the UK as Vice President, Risk Management for Deutsche Bank AG, as well as Bear, Stearns International. Lara has an MBA in Finance from Imperial College, University of London, UK, and a BA in Economics. |
 Charles Lesaux | Managing Director, Head Repo Trading Canada | RBC Capital Markets | Charles Lesaux is a Managing Director and Head of the fixed income repo business in Canada within the Central Funding group at RBC Capital Markets. Charles joined the Global Rotational Program at RBC Capital Markets in 2005 after completing his MBA degree at the University of Toronto’s Rotman School of Management. Upon completion of the Global Rotational Program in the fall of 2006, Charles moved to Sydney, Australia to trade AUD and NZD FX Forwards in the Treasury Management group at RBC. In 2007, he returned to Toronto to assist with the management of the CAD FX Forward book and to expand the STIR trading capabilities within Treasury Management. In 2010, Charles joined the Fixed Income repo desk in the Central Funding group. Charles is a member of the Toronto CFA Society and is also an active alumnus of the Rotman School of Management. A proud champion of diversity, Charles is the Executive Sponsor for the Global Markets Pathways Diversity Award Program at RBC Capital Markets. Charles actively supports community as both a volunteer and supporter for Outside Looking In, The Children’s Book Bank and United Way Greater Toronto. Charles is a United Way MIG Cabinet Member and serves as co-chair of the RBC Capital Markets Annual Employee Giving Campaign. In 2023, Charles was asked to co-chair a BA related working that was setup by the Bank of Canada under CFIF as part of CDOR cessation. |
 Maksym Padalko | Operations and Policy 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, from front to middle and back office operations, guaranteeing 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. |
| Fabrice Tomenko | Chief Executive Officer | Clearstream International SA |
Keynote
| Keynote Speaker | Panelist Bio |
| Dr. Hayley Wickenheiser | See biography above |
Closing Remarks
| Speaker | Speaker Bio | |
 Mary Jane Schuessler | Managing Director, Equity Finance, BMO Capital Markets & President, CASLA |
Revisit the
12th Annual Conference
on Canadian Securities Lending
Held on June 23rd, 2022 from 8 am – 5 pm EST
Sponsors
Delegates
PDF List of Delegates | As of June 22, 2022
Conference Agenda
| Time | Thursday May 23, 2022 |
|---|---|
| 8:00 – 9:00 AM | CONFERENCE REGISTRATION & BREAKFAST |
| 9:00 – 9:05 AM | WELCOME REMARKS & CONFERENCE OPEN |
| 9:05 – 10:00 AM | ECONOMIC UPDATE – BENJAMIN TAL, MANAGING DIRECTOR & DEPUTY CHIEF ECONOMIST, CIBC |
| 10:00 – 10:40 AM | PANEL 1: ESG – SECURITIES LENDING AND THE DRIVE TOWARDS A SUSTAINABLE ECONOMY MODERATOR Kyle Kolasingh, Director, Securities Finance, RBC Investor & Treasury Services PANELISTS Darren Crowther, General Manager, Securities Finance & Collateral Management, Broadridge Financial Solutions Ltd. Farrah Mahmood, Director, Regulation & Sustainability, International Securities Lending Association Ed Corral, Managing Director & Global Head, Collateral Strategy, J.P. Morgan Owen Nichols, Managing Director, Business Development, Funding & Collateral Solutions, State Street Global Markets |
| 10:40 – 11:00 AM | COFFEE BREAK – Sponsored by Northern Trust |
| 11:00 – 11:30 AM | FIRESIDE CHAT: DIGITAL TRANSFORMATION MODERATOR Rob Ferguson, Chief Capital Markets Officer, CIBC Mellon PANELISTS Gary Klahr, Digital Transformation Lead, EquiLend Ken DeGiglio, Chief Information Officer, EquiLend |
| 11:30 – 12:10 PM | PANEL 2: HOT REGULATORY TOPICS AND MARKET TRENDS MODERATOR Steve Everett, Head, Business Strategy &, Innovation, TMX PANELISTS Andrea Topic, Director, Regulatory and Optimization, National Bank of Canada Barnaby Nelson, CEO, ValueExchange Dexter Gall, Associate Director, Securities Finance, RBC Investor & Treasury Services Keith Evans, Executive Director, Canadian Capital Markets Association Matthew Lilien, Director, Business Development Pirum Systems Limited |
| 12:10 – 1:30 PM | LUNCH |
| 1:30 – 2:10 PM | PANEL 3: TRADING TALENT – REDEFINING SECURITIES FINANCE IN A POST-PANDEMIC ERA MODERATOR Roanna Kim, Director, Equity Finance, RBC Capital Markets PANELISTS Darya Kuznetsova, Vice-President, Equity Finance, BMO Global Markets Dave Barker, Managing Director, Equity Finance, RBC Capital Markets Jose Gironda, Senior Analyst, Derivatives, & Fixed Income, Healthcare of Ontario Pension Plan Karthigan Muraleetharan, Vice-President, TD Securities Koko Deng, Associate, Total Fund Management, CPPIB |
| 2:10 – 2:55 PM | PANEL 4: LOOKING AHEAD – THE OUTLOOK FOR THE SECURITIES FINANCE MARKET IN CANADA MODERATOR Steve Novo, Executive Director, CIBC World Markets PANELISTS Brian D’Costa, Founding Partner, Algonquin Capital Ahmed Shadmann, Vice-President, State Street Global Markets Brian Cahalan, Managing Director, BMO Global Markets Dylan Flanagan, Director, Questrade Inc. Roseanne Palumbo, TD Securities |
| 2:55 – 3:20 PM | COFFEE BREAK – Sponsored by Northern Trust |
| 3:20 – 4:20 PM | KEYNOTE SPEAKER: WORKING IT OUT – GETTING READY FOR THE REDEFINED FUTURE OF WORK Linda Nazareth, Economist, Author, Blogger and Broadcaster |
| 4:20 – 4:30 PM | CLOSING REMARKS |
Revisit the
11th Annual Conference
on Canadian Securities Lending
Held virtually on June 9th & 10th, 2021, from 11 am – 2 pm EST
- Two-day virtual conference via interactive video feed
- 1 keynote speaker each day
- 2 panels each day
Keynote Speakers Benjamin Tal, Managing Director & Deputy Chief Economist and American Journalist, Business Author and Contributing Editor at Vanity Fair, Bethany McLean, well known for her writing on the Enron scandal and the 2008 Financial Crisis.
Panels discuss the evolution of Securities Lending, the highs and lows of 2020 and the increasing role of technology across the industry; opportunities, challenges and the future state.
Q&A sessions with in-depth discussions on ESG, Cryptocurrencies and SPAC’s, featuring:
- Don D’Eramo, President CASLA, Managing Director and Global Head of Securities Finance at RBC Investor & Treasury Services
- Andrew Dyson, Chief Executive Officer at The International Securities Lending Association (ISLA)
- Brian Mosoff, Chief Executive Officer at Ether Capital
- Derek Euale, Chief Technology Officer and Vice President of Investment Management at Accelerate Financial Technologies
AGENDA AT A GLANCE:
| Wednesday, June 9th, 2021 | |
|---|---|
| 11:00 AM | ESG Fireside Chat |
| 12:00 PM | Keynote Speaker – Benjamin Tal Economic Update |
| 1:00 PM | The Evolution of Stock Loan Securities Lending from past to future – How we’ve improved and where we see ourselves over the next few decades. This panel will be covering a variety of topics from trading transparency, relationship management, and the question on all our minds – what is the future of stock loan. |
| 2:00 PM | Women in Securities Finance Sounds of Power by Vivian Barclay |
| Thursday, June 10th, 2021 | |
|---|---|
| 11:00 AM | Technology Panel In-depth discussions on technology changes, new innovation, and the future of technology systems in the securities lending world |
| 12:00 PM | Crypto with Brian Mosoff Brian Mosoff and Stefan Papich will dive into the crypto world discussing topics such as crypto use in the real world, regulatory concerns, market impacts and ESG / sustainability issues. Stay tuned! |
| 12:30 PM | SPAC Talk with Derek Euale |
| 1:00 PM | Keynote Speaker – Bethany McLean Lessons from 25 years of Business Gone Wrong? |
Added session: Women in Securities Finance
Wednesday, June 9th
2:00 pm EST
Featured Keynote Address: Sounds of Power, Vivian Barclay, General Manager, Warner Chappell Music Canada
Moderated by: Leah Keenliside, National Bank
Sponsored by:
If you have already registered for the main conference, please ensure you also register for the Women in Securities Finance session by clicking on the register button above.
Thank you to our sponsors for helping make the
11th Annual Canadian Securities Lending Conference possible.
CASLA VIRTUAL CONFERENCE
Thursday, November 5, 2020
12 pm – 3 pm EST
The Canadian Securities Lending Association invites you to a special live-streamed virtual event. This complimentary program features leading industry experts discussing the latest opportunities and trends within securities lending in Canada.
Speakers
| Speaker | Title | Company |
| Alberto Rodriguez | Director | Repo | TD Securities |
| Amin Nathoo | Principal Portfolio Manager | Anson Funds |
| Benjamin Tal | Managing Director Deputy Chief Economist | CIBC |
| Brian Tinney | Associate Portfolio Manager | RP Investment Advisors |
| Jessica Clark Barrow | Executive Vice President and Client Team Lead | Waratah Capital Advisors |
| John Loynd | Managing Director, Equity Finance | Global Equity Products | BMO Global Markets |
| Lauren Senno | North America Head of Secured Funding Sales | |
| Mike Fraser | Managing Director, Equity Finance | RBC Capital Markets |
| Richard Sutherland | Managing Director, Head of North American Equities | |
| Robert Dias | Managing Director, Head of Collateral Management Funding | Global Banking Markets | Scotiabank |
| Sean McNulty | Principal and Co-Founder | |
| Stephen Novo | Executive Director | Prime Services Group – Securities Lending | CIBC Capital Markets |
Agenda
12pm – 1pm:
Economic Update
CASLA is happy to welcome Benjamin Tal, Managing Director & Deputy Chief Economist, CIBC, to share his thoughts and anecdotes on the current state of the economy.
1pm – 2pm:
Government, Regulation, and Funding Desks – Making it Work
This consortium of financing specialists will compare and contrast the 2008 Financial Crisis versus the 2020 Pandemic while contemplating the role of government and market reaction. The group will also discuss the treatment of equities with respect to NSFR, liquidity metrics, and the regulatory landscape.
2pm – 3pm:
Buy Side Perspectives in a Pandemic
Join us as our panel of experts examine how COVID-19 has impacted the Canadian hedge fund industry, and how it has adapted. What headwinds has the pandemic created for the industry, and what opportunities have opened up? Our panelists will deliberate whether they have seen changes to stock loan as a result of the pandemic, and how they think the industry has had to pivot towards any changes.
| 8:00 – 9:00 AM | CONFERENCE REGISTRATION & BREAKFAST8:30 – 8:50 AM – Open Networking | WOMEN IN SECURITIES FINANCE: STATE OF THE UNION – DIVERSITY IN CANADIAN FINANCE (Windsor Ballroom at the King Edward) 8:00 AM – Welcome and Opening Remarks 8:15 AM – Keynote Speaker; Camilla Sutton, MBA, CFA, President & CEO of Women in Capital Markets 8:30 AM – Networking 8:50 AM – End of session |
| 9:00 – 9:15 AM | WELCOME REMARKS & CONFERENCE OPEN | |
| 9:15 – 10:00 AM | ECONOMIC UPDATE Benjamin Tal, Managing Director & Deputy Chief Economist, CIBC | |
| 10:00 – 10:45 AM | PANEL 1: BUY SIDE PERSPECTIVES ON SECURITIES LENDING – OPINIONS FROM CANADIAN ALTERNATIVE FUNDS AND PENSION PLANS Moderator: Peter Boffo – Managing Director, TD Securities | |
| 10:45 – 11:05 AM | COFFEE BREAK | |
| 11:05 – 11:35 AM | PANEL 2: REGULATORY & FUNDING Moderator: Michael McAuley – Managing Director and Global Head of Product Strategy, BNY Mellon Markets | |
| 11:35 – 12:15 PM | PANEL 3: REGULATORY & TECHNOLOGY Moderator: Michael McAuley – Managing Director and Global Head of Product Strategy, BNY Mellon Markets | |
| 12:15 – 1:45 PM | LUNCH | |
| 1:45 – 2:05 PM | CANNABIS IN 2019 Tamy Chen – Equity Research Analyst, BMO Capital Markets | |
| 2:05 – 3:00 PM | PANEL 4: INDUSTRY LEADERS – THE CURRENT & FUTURE STATE OF SECURITIES LENDING Moderator: Andrew Thornhill – Managing Director, Equity Finance, RBC Capital Markets | |
| 3:00 – 3:20 PM | COFFEE | |
| 3:20 – 3:45 PM | KEYNOTE SPEAKER Right Honourable Stephen Harper | |
| 3:45 – 4:15 PM | FIRESIDE CHAT WITH STEPHEN HARPER | |
| 4:15 – 4:30 PM | CLOSING REMARKS & CONFERENCE CLOSE | |
| 4:30 – 6:00 PM | RECEPTION |
*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 – STEPHEN HARPER
Right Honourable Stephen Harper
The Right Honourable Stephen Harper led Canada through the world’s most complex geopolitical, economic and security challenges as the country’s 22nd Prime Minister for nearly ten years. During his tenure in the world’s top forums such as the G-7 and G-20, NATO, and the United Nations, Mr. Harper was known for a frank, assertive leadership style defined by principled diplomacy, disciplined economic policy, a strong stance on international peace and security, and passionate defence of freedom and human dignity.
Mr. Harper created the modern Conservative Party of Canada, won three successive national elections, and was the longest serving Conservative Prime Minister since Canada’s founding Prime Minister in 1891. Under his watch, Canada emerged from the 2008 economic crisis faster and stronger than its peers. Among his many accomplishments in office, Mr. Harper brought federal taxes to their lowest level in 50 years, balanced the budget while making investments in health care and infrastructure, overhauled the criminal justice system, and expanded Canada’s international trade network tenfold. On the international stage Prime Minister Harper undertook a principled foreign policy working closely with Canada’s G7 and other partners and stood staunchly by besieged allies Israel and Ukraine. An economist by training, Mr. Harper helped shape financial reform frameworks at the G-20 table, implemented a sustainable approach to fiscal stimulus, and led the call for open markets founded pragmatic, growth-oriented economic policy.
Today, Mr. Harper is Chairman and CEO of Harper & Associates, a global strategic advisory firm. He is also the recent author of “Right Here Right Now: Politics and Leadership in the Age of Disruption” and a frequent speaker on geo-political trends, populism, and business. Mr. Harper also Chairs the International Democrat Union, the global alliance of conservative political parties, and the Friends of Israel Initiative, a global association of former high-office holders who defend Israel’s right to self-determination, security and democracy.
Women in Securities Finance Session
A Women in Securities Finance session is being held in the Windsor Ballroom, on the lower level in the King Edward Hotel prior to the main CASLA conference start. All CASLA Conference delegates are welcome to attend, Women in Securities Finance: State of the Union – Diversity in Canadian Finance.
8:00 AM – Welcome and Opening Remarks
8:15 AM – Keynote address; Camilla Sutton, MBA, CFA, President & CEO of Women in Capital Markets
8:30 AM – Networking
8:50 AM – End of session
Registration is NOT required for this session
DELEGATES
CASLA CONFERENCE 2018
Thank you for attending our 8th Annual CASLA Conference on Securities Lending at The Ritz-Carlton, Toronto. See article here.
The 2018 conference program featured industry experts discussing recent trends in the Canadian securities lending market. The 2018 distinguished panelists discussed the following key topics:
- Securities Finance Regulatory & Funding
- Alternative Investments
- Industry Leaders’ Discussion
Speakers for 2018
Morning Speakers:
- ECONOMIC FORECAST by Benjamin Tal, Deputy Chief Economist – CIBC World Markets Inc.
- SECURITIES LENDING MARKET UPDATE by Samuel Pierson, Director of Securities Finance – IHS Markit
Benjamin Tal
Deputy Chief Economist
CIBC World Markets Inc.
Mr. Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk.
Well-known for his ground-breaking published research on topics such as labour market dynamics, real estate, credit markets, international trade and business economic conditions, Mr. Tal not only contributes to the conversation but also frequently sets the agenda.
He has close to 20 years of experience in the private sector advising clients, industry leaders, corporate boards, trade associations and governments on economic and financial issues.
National and global media regularly seek him out for his insight and analysis on economic issues that impact financial markets, consumers, corporations and public policy. He is also a frequent lecturer in the economic programs of various Canadian universities.
Mr. Tal is a member of the Economic Committee of The Canadian Chamber of Commerce, The Economic Development Committee of the Toronto Board of Trade. He is also a member of board of Governors of Junior Achievement of Central Ontario, and a board member of the Toronto Financial Services Alliance.
Samuel Pierson
Sam has over nine years of experience in the financial services industry, of which he has focused six years on the securities lending industry. He was a member of the Data Explorers team in NYC, which joined IHS Markit through acquisition in 2012. His previous experience includes risk operations at Partner Fund Management and analyst at Q Capital Management. Sam holds a B.A. in Economics from the University of Colorado.
Afternoon Speakers:
- GUEST SPEAKER: Steve Patterson – Host of CBC’c Debaters | Award-Winning Comedian
- KEYNOTE SPEAKER: Brian Mulroney – Former Prime Minister of Canada
Steve Patterson
Host of CBC’s The Debaters |Host of HGTV’s I Wrecked My House
A mainstay on CBC and HGTV, comedian Steve Patterson has been described as “part Jon Stewart, part Robin Williams.” He adapts to any crowd he faces using his arsenal of wit, sarcasm, and even song. Insistent on always doing his homework, Patterson treats audiences to one-of-a-kind performances that leave them wanting more. As such, he is a sought-after emcee, who is quick on his feet and quick to bring “fun” to any situation.
A household name in Canada as host of CBC Radio’s hit comedy show The Debaters, (now in its tenth season with over 750,000 weekly listeners) Patterson’s quick-wit and authoritative tone expertly anchors comedians’ arguments into a rollicking unpredictable but always hilarious ride every week. His lightning-quick off-the-cuff and endearing personality are also showcased on HGTV Canada’s show I Wrecked My House, where his hosting has already earned him a nomination for a 2015 Canadian Screen Award.
A professional stand-up comedian since 1997, Patterson is immediately recognizable to serious comedy fans through numerous national and international television specials including four Just for Laugh galas. In 2010 his performance there earned him a Gemini nomination, and caused host Steve Martin to exclaim, “If I’d have known he was going to be THAT good, I would have cancelled him.” That would have certainly been the highlight of his comedy career had he not returned to Just For Laughs in 2012, to be featured on the now infamous “Muppets Gala” where he was introduced by his childhood idol, Kermit the Frog.
Named “Best Male Stand-up Comedian” at the Canadian Comedy Awards in 2011 and 2013, Patterson also earned a nomination in 2015 for his national theatre one-man show and accompanying album called “This Is Not Debatable”.
Patterson’s long-list of repeat clients as either featured performer or Master of Ceremonies includes CBC’s Short Film Face-Off (host 2011-present); The Canadian Screen Awards; the Canadian Olympic Committee; The CFA (Certified Financial Analyst’s) society; Investor’s Group, Comic Vision; Boys and Girls Clubs; Tree Canada; Toronto International Film Festival and many others.
Insistent on always doing his homework, Steve treats each audience to one-of-a-kind performances with consistently fresh, current and never crass material that makes those who book him glad they did.
Brian Mulroney
In September 1984, Brian Mulroney led the Progressive Conservative party to the largest victory in Canadian history, becoming Canada’s eighteenth Prime Minister. He was re-elected with a majority government four years later thereby becoming the first Canadian Prime Minister in 35 years to win successive majority governments and the first Conservative Prime Minister to do so in 100 years. He resigned in June 1993, having served almost nine years as Prime Minister.
His government introduced bold new initiatives such as the Canada-U.S. Free Trade Agreement, the North American Free Trade Agreement (NAFTA) and the Canada-U.S. Acid Rain Treaty. Prime Minister Mulroney’s government also introduced a series of privatizations, a low inflation policy, historic tax reform, extensive deregulation and expenditure reduction policies that continue to be the basis of Canada’s impressive economic performance today.
Mr. Mulroney also served as Co-Chairman of the United Nations World Summit for Children and his government played leading roles in the campaign against apartheid in South Africa, the creation of Le Sommet de la Francophonie and the Gulf War.
Mr. Mulroney was born in Baie Comeau, Quebec in 1939, one of six children. His father, Benedict, was an electrician with the Quebec North Shore Paper Company. Mr. Mulroney graduated from St. Thomas College high school, Chatham, N.B., received his honours undergraduate degree from St. Francis Xavier University, Antigonish, N.S., and a law degree from Université Laval in Quebec City.
He practised law in Montreal and served as President of the Iron Ore Company of Canada before entering politics by becoming Party Leader in 1983 and Leader of the Official Opposition in the House of Commons, to which he was first elected in 1983 and re-elected in 1984 and 1988. Upon resigning, Mr. Mulroney rejoined the Montreal law firm of Norton Rose Fulbright as Senior Partner. He is Chairman of the Board of Directors of Quebecor nc. (Montreal), and serves as a director of The Blackstone Group L.P. (New York) and Wyndham Worldwide Corporation (New Jersey). He also serves as chairman of the International Advisory Board of Barrick Gold Corporation (Toronto), and is a member of the advisory group of Lion Capital LLP (London). Mr. Mulroney is also a Trustee of the Montreal Heart Institute Foundation and the International Advisory Board of HEC Montréal.
Mr. Mulroney has been awarded Canada’s highest honour, Companion of the Order of Canada, has been made a Grand Officer of the Ordre national du Québec. He has also received the highest recognition from the following governments for his leadership in vital matters affecting their nations:
- Haiti – Grand-Croix de l’Ordre national Honneur et Mérite (1994)
- Ukraine – Order of Kniaz (King) Yaroslav the Wise, First Class (2007)
- Japan – Grand Cordon of the Order of the Rising Sun (2011)
- South Africa – Supreme Companion of O.R. Tambo (Gold) (2015)
- France – Commandeur de la Légion d’honneur (2016)
Mr. Mulroney also has received honorary degrees and awards from universities and other governments at home and abroad.
In 2000, the McGill University North American Studies Institute determined that Mr. Mulroney had the best economic record of any Prime Minister since World War II. In 2003, the Institute for Research on Public Policy placed Mr. Mulroney 2nd in a ranking of the best prime ministers of the previous 50 years. In 2006, a panel of Canada’s leading environmental groups determined that Mr. Mulroney was “The Greenest Prime Minister in history.” In 2007, Mr. Mulroney’s autobiography, Memoirs, became Canada’s #1 national best seller and was described by the Ottawa Citizen as “the finest and most comprehensive memoir of any Prime Minister in Canadian history”. In 2009, a survey conducted by The Hill Times selected Mr. Mulroney as “the most admired” former Prime Minister of Canada. In 1973, he married Mila Pivnicki and they have four children: Caroline (1974), Benedict (1976), Mark (1979) and Nicolas (1985).
The 2018 conference program featured industry experts discussing recent trends in the Canadian securities lending market. The 2018 distinguished panelists discussed the following key topics:
Securities Finance Regulatory & Funding
Alternative Investments
Industry Leaders’ Discussion
The 2017 program featured leading industry experts discussing the latest opportunities and trends in the securities lending market:
Economic forecast
Securities lending market update
Industry leaders’ panel
Regulation panel
Securities finance funding panel
Alternative investments panel
CASLA Conference 2015
Conference Agenda
Conference Attendee list
Securities Lending Market Update
Regulatory Update
Regulatory Headwinds
CASLA Conference 2014
Conference Agenda
Conference Attendee List
Securities Lending Market Update
Tax/Regulatory Update
Hedge Fund Panel
Fixed Income
Correction to the Tax/Regulatory Update presented on May 8, 2014
Re: Notice 2014-33 (May 2, 2014) and relief granted by the IRS regarding pre-existing accounts.
During the presentation it was stated that Notice 2014-33 treats accounts opened on or after July 1, 2014 and before December 31, 2015 as “pre-existing accounts”. The stated date of December 31, 2015 was incorrect and should be January 1, 2015.
- Conference Agenda
- Conference Attendee List
- Securities Lending Market Update
- Tax/Regulatory Update
- Hedge Fund Panel
- Fixed Income
Correction to the Tax/Regulatory Update presented on May 8, 2014
Re: Notice 2014-33 (May 2, 2014) and relief granted by the IRS regarding pre-existing accounts.
During the presentation it was stated that Notice 2014-33 treats accounts opened on or after July 1, 2014 and before December 31, 2015 as “pre-existing accounts”. The stated date of December 31, 2015 was incorrect and should be January 1, 2015.
CASLA Conference 2013
Regulatory Update Panel
Securities Lending in Canada – Legal, Regulatory and Tax Issues
Securities Lending Market Update
Timothy Smith, SunGard’s Astec Analytics
Fixed Income CCP Initiative
Fixed Income Panel Discussion
- Regulatory Update Panel
Securities Lending in Canada – Legal, Regulatory and Tax Issues - Securities Lending Market Update
Timothy Smith, SunGard’s Astec Analytics - Fixed Income CCP Initiative
Fixed Income Panel Discussion
Securities Lending Market Update
Melissa Gow, Data Explorers
International Update
Reeve Serman, RBC Investor Services
Tax and Regulatory Part 1 & Part 2
Chair, Christopher Steeves, Fasken Martineau
Margaret Grottenthaler, Stikeman Elliott
Rom Watson, Ropes & Gray
William Young, State Street
- Securities Lending Market Update
Melissa Gow, Data Explorers - International Update
Reeve Serman, RBC Investor Services - Tax and Regulatory Part 1 & Part 2
Chair, Christopher Steeves, Fasken Martineau
Margaret Grottenthaler, Stikeman Elliott
Rom Watson, Ropes & Gray
William Young, State Street
