NID 2018 - SPEAKERS

CEO Roundtable

Charles J. Bruce, CEO, Provident10

Mark Fuller, President & CEO, Ontario Pension Board (OPB)
Laura Nashman, CEO, British Columbia Pension Corporation

Charles J. Bruce, CEO, Provident10
Chuck is a senior executive with broad based experience in finance, operations, and corporate governance. In December 2015, Chuck returned to Newfoundland as the inaugural CEO of Provident10. Provident10 is a private sector non-profit corporation responsible for overseeing the assets and administration of the Public Service Pension Plan for 57,000 current and former public-sector workers in Newfoundland and Labrador. He was previously the CEO of the Nova Scotia Public Service Long Term Disability Plan Trust Fund.

Chuck holds the Chartered Professional Accountant (CPA, CMA), Chartered Director (C. Dir) and Certified Financial Planner (CFP) professional designations.

Chuck is committed to serving his community. His current affiliations include:

  • Canadian Mental Health Association Pension Plan Board of Trustees

  • Mental Health Commission of Canada Board of Directors

Mark Fuller, President & CEO, Ontario Pension Board (OPB)
Mark J. Fuller is the President and Chief Executive Officer of Ontario Pension Board (OPB), the administrator of the $26-billion Ontario Public Service Pension Plan (PSPP). The PSPP is the pension plan for certain employees of the Province of Ontario and its agencies, boards and commissions and is the ninth largest pension plan, by assets, in Canada. The membership includes approximately 84,000 members and pensioners. Prior to joining OPB in 1999, Mr. Fuller was a partner at a national business law firm where his practice included acting on acquisitions and divestitures and advising boards of directors and senior managers on a wide variety of corporate and commercial matters. He was OPB’s primary external counsel between 1993 and 1999. Mr. Fuller is a member of the Board of Directors and the Human Resources (Chair), Risk and Capital, and Conduct Review Committees of The Empire Life Insurance Company. He is a Director of Labrador Iron Ore Royalty Corporation. Mr. Fuller is also Chair of the Investment Advisory Committee to The Public Guardian and Trustee of Ontario. Mr. Fuller received his LLB from the University of Western Ontario in 1983 and was called to the Ontario bar in 1985.

Laura Nashman, CEO, British Columbia Pension Corporation
Laura joined BC Pension Corporation as chief executive officer in December 2008.
BC Pension Corporation provides pension services for five of the largest pension plans in the Province with assets in excess of $107 billion. The Corporation services over 569,200 plan members, 1,100 participating employers and pays out more than $349 million in benefits each month ($4.2 billion/year).
Laura is a high-performing senior executive who brings a fresh leadership style to her role. She provides clear vision and strategic leadership and she delivers on results. She emphasizes the importance of maintaining strong relationships with staff and all key stakeholders.
Since joining the organization, Laura spearheaded the creation of the strategic plan for Pension Corporation called 12 to 21 Our Way Forward. This nine-year strategy is an ambitious plan for business transformation that ensures the Pension Corporation meets the changing needs and expectations of plan members, employers, trustees and staff.
Under Laura’s leadership Pension Corporation received “Gold” recognition from Excellence Canada, demonstrating it is one of the best managed organizations in Canada.
In 2017 Laura was recognized by Business in Vancouver magazine as one of their 2017 Influential Women in Business. She was also named as one of Canada’s Top 100 Most Powerful Women by the Women’s Executive Network and recognized on Vancouver Magazine’s Power 50 list; Laura also has the designation of Director with the Institute of Corporate Directors (ICD.D); and serves on several boards including Excellence Canada; the Conference Board of Canada and the Gustavson School of Business International Advisory Board. Laura is an active mentor for women leaders and emerging leaders who look to her for guidance and direction on their leadership practice and career development.

Featured Speakers

Leo de Bever, Chairman, Nauticol Energy

Brett House, Vice-President & Deputy Chief Economist, Scotiabank

Sheryl King, Advisor to the Governor, Bank of Canada
Dennis Lockhart, Former President & CEO, Federal Reserve Bank of Atlanta
F.L. (Ted) Morton, Senior Fellow, School of Public Policy, University of Calgary, Former Alberta Minister of Energy and Minister of Finance
Craig Wright, Senior Vice-President & Chief Economist, Royal Bank of Canada

Leo de Bever, Chairman, Nauticol Energy
Mr. de Bever served as first CEO of Alberta Investment Management Corporation (AIMCo) from 2008 to 2014. AIMCO is one of Canada’s largest institutional investment managers with $85 billion of assets under management. Leo has served financial institutions in Canada, the U.S, Japan and Australia, including nearly ten years as senior vice-president at the Ontario Teachers’ Pension Plan. He has acted as advisor to the Norwegian Pension Plan and the Dutch pension fund APG. He is currently helping to commercialize new technology as a Board member of Sustainable Development Canada in Ottawa, and as Chairman of Nauticol Energy. As Senior Advisor to Mountain Pacific in Seattle, he is working to bring the Canadian pension model to smaller plans.

Brett House, Vice-President & Deputy Chief Economist, Scotiabank
Brett House is Vice-President and Deputy Chief Economist at Scotiabank. He works with the Chief Economist to manage a research team that provides Scotiabank and its clients with macroeconomic insights and forecasts across the bank’s domestic and international business lines.
Prior to joining Scotiabank in October 2016, Brett was Chief Economist at Alignvest Investment Management in Toronto and Global Strategist at Woodbine Capital Advisors, a New York-based global macro fund. Earlier in his career, Brett served as Principal Advisor in the Executive Office of the United Nations Secretary-General and as an Economist at the International Monetary Fund. He cut his teeth in financial markets at Goldman Sachs International in London and at the World Bank in Washington, DC.
Brett is a Rhodes Scholar with degrees in economics from the University of Oxford and Queen’s University at Kingston. In addition, he has taught at Oxford and McGill University in Montréal, and has held research roles at Columbia University in New York and Massey College at the University of Toronto.
Brett sits on the investment committees of Pearson College and the Canadian Rhodes Scholars’ Foundation. He received the 2014 Québec Notable Award in Finance and the 2015 Good Citizen Award from his hometown of Lincoln, Ontario. He was named a Young Global Leader by the World Economic forum in 2010.

Sheryl King, Advisor to the Governor, Bank of Canada
Sheryl King was appointed as Advisor to the Governor, representing the Bank of Canada in its New York Office, effective 5 July 2016. She is responsible for promoting and strengthening ties between the Bank and the financial community in New York, with an emphasis on financial market and financial stability developments.
Before assuming this role at the Bank, Ms. King was Managing Director North America and Global Quantitative Research at Roubini Global Economics since 2014. From 2009 to 2012, she was Chief Economist and Strategist at Merrill Lynch Canada. From 2004 to 2009, she was Assistant Chief US Economist at Merrill Lynch in New York.
Prior to that, Ms. King worked as a U.S. macro forecaster and as a bond and currency strategist at TD Bank. Earlier in her career, she spent eight years at the Bank of Canada, first as an economist and later as an analyst in the Bank’s Financial Markets Department.
Born in Montreal, Ms. King holds a BA in economics from Concordia University and an MA in economics from Carleton University.

Dennis Lockhart, Former President & CEO, Federal Reserve Bank of Atlanta
Dennis Lockhart’s career includes time in the private sector, academia, and government.
He is currently a Senior Fellow in the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy School. He is also a Distinguished Professor-of-the-practice in Sam Nunn School of International Affairs at Georgia Tech and a principal in Navigation Capital Partners, a private equity firm.
He recently stepped down from the position of president and CEO of the Federal Reserve Bank of Atlanta. In this role, Lockhart served on the Federal Reserve’s chief monetary policy body, the Federal Open Market Committee (FOMC). Within the Federal Reserve System, he chaired the Conference of Presidents for his final two years and earlier chaired the Information Technology Oversight Committee.
Before becoming a central banker, Lockhart was a member of the faculty of Georgetown University’s Walsh School of Foreign Service where he chaired the Masters program’s concentrations in global commerce and finance and international business–government relations. He taught courses focused on global business strategy, international finance and investment, project finance, and business-government relations. He also was an adjunct professor at Johns Hopkins University’s School of Advanced International Studies. Simultaneously, he was chairman of the Small Enterprise Assistance Funds, a sponsor of emerging markets venture capital/private equity funds.
Earlier he was managing partner of a boutique private investment firm with activity in Africa and Latin America and president of Heller International Group, a financial firm with activities in commercial finance in Europe, Asia, and Latin America. In 2000, he chaired the Advisory Committee of the U.S. Export-Import Bank.
At the start of his career, Lockhart held various positions, both international and domestic, with Citicorp/Citibank (now Citigroup). He worked in Lebanon, Saudi Arabia, Greece, Iran, Latin America and the southeast United States. He was Citicorp’s senior corporate officer and head of corporate banking for the southeast domiciled in Atlanta.
Lockhart was born and grew up in California. He was educated at Stanford University and the Johns Hopkins University School of Advanced International Studies. He also attended the Senior Executive Program at the Sloan School of Management, Massachusetts Institute of Technology, and served as an officer in the U.S. Marine Corps Reserve.

F.L. (Ted) Morton, Senior Fellow, School of Public Policy, University of Calgary, Former Alberta Minister of Energy and Minister of Finance
Frederick (Ted) Morton was the Former Minister of Energy and Minister of Finance for Government of Alberta, 2010-12; Minister of Sustainable Resources Development, 2006-10 and Cabinet Minister/Treasury Board, 2006-12. He currently teaches graduate and undergraduate courses on Alberta Energy Politics at University of Calgary and School of Public Policy. Ted is a regular OpEd contributor to the National Post, Globe and Mail, and Calgary Herald on energy-related topics. He also speaks regularly on BNN and local Alberta television and radio. Ted is the Director of a junior oil and gas company--Yangarra Resources as well as a Board Member, Alberta Land Institute, University of Alberta and Board of Governors of the Council of Canadian Academies from 2013-2016. Over the past two years he has consulted with dozens of clients in Toronto, New York, Chicago, Houston and Boston on the Canadian energy sector and policy-risks posed by new governments in Ottawa, Edmonton and now Washington, D.C. Education: B.A. Colorado College (Phi Beta Kappa) and M.A. and Ph.D. (Political Economy) University of Toronto. Ted has been a Professor at the University of Calgary since 1981 and is a visiting professor at universities in the United States, France, Australia and Quebec.

Craig Wright, Senior Vice-President & Chief Economist, Royal Bank of Canada
As chief economist, Craig leads a team of economists providing economic, fixed income and foreign exchange research to RBC clients. Craig is a regular contributor to a number of RBC publications and is a key player in delivering economic analysis to clients and the media through the Economics Department’s regular economic briefings.
A graduate of Wilfrid Laurier University and the University of Toronto, Craig was appointed Chief Economist in 2001 having joined RBC 1994 after working at another financial institution for seven years. Craig is a participant in a number of the key RBC internal committees and is a member of the CD Howe Monetary Policy Council, Lazaridis School of Business Economics, Wilfrid Laurier University Dean’s Advisory Council and the British Columbia Economic Forecast Council.
Craig and his wife Susan live in Toronto with their three children Emily, Bradley and Jacob.

Industry Experts

Michael Augustine, Managing Director, TD Asset Management Inc.

Heather Cooke, Deputy Chief Investment Officer, Canada, Fiera Capital Corporation

Hugh Innes, Managing Director, Logan Wealth Management

Marlene Puffer, Partner, Alignvest

Kim Shannon, President and Co-CIO, Sionna Investment Managers

Doug Steiner, CEO & Founder, Evree Corp.

Michael Augustine, Managing Director, TD Asset Management Inc.
Michael Augustine joined TD Asset Management Inc. (TDAM) in 2012 taking on the lead fixed income portfolio management role for TDAM's Liability Driven Investment solutions and initiatives. Michael has 25 years of fixed income portfolio management and actuarial experience primarily focused on asset-liability matching and total return strategies at major Canadian life insurance companies. Michael was a faculty member of the University of Toronto, lecturing on the Mathematics of Investment and Credit. He has a B.Sc., Honours, Actuarial Science, from the University of Western Ontario, is a CFA charterholder, a Fellow of the Canadian Institute of Actuaries, and a Fellow of the Society of Actuaries.

Heather Cooke, Deputy Chief Investment Officer, Canada, Fiera Capital Corporation
Heather Cooke, BComm., CFA, is the Deputy Chief Investment Officer of Fiera Capital’s Canadian division where she is responsible for the oversight and governance of Fiera’s investment capabilities. She joined Fiera Capital in September 2016 and brings 26 years of industry experience. Prior experience includes: establishing and managing investment organizations, portfolio management, delegated solutions, manager research and consulting at several leading global investment managers and major consulting firms in Canada as well as servicing both institutional and financial intermediary clients. Heather graduated in 1990 from Queen’s University in Kingston, Canada with a Bachelor of Commerce degree (majoring in Finance). She is also a CFA Charterholder and volunteers at the CFA Society Toronto on their Risk Management & Alternatives Committee.

Hugh Innes, Managing Director, Logan Wealth Management
Hugh has worked in the fields of investment consulting and investment management for forty years. In the 1970’s he consulted to major pension funds while at Wood Gundy Inc. In the 1980’s he was a partner at Ruggles & Crysdale Inc., an investment management firm that pioneered the use of option strategies in institutional portfolio management in Canada in both equities and fixed income. In the 1990’s he headed up KPMG’s Investment Advisory Services Toronto office which catered to wealthy investors and family offices. Before coming to Logan Wealth Management in 2011, he was a partner at York Investment Strategies, the leading consultant in Canada to institutional funds and family offices on global hedge funds.
Hugh’s considerable experience in many facets of the investment management business makes him well suited for his roles in corporate strategy, marketing and client relations.
Hugh chaired the Aboriginal Investment Trust Conference (2008 – 2012) and is a past member of the Advisory Board for the Niagara Institutional Dialogue (2011 – 2014). He is a past member of the Board of Trustees of the Upper Canada College Foundation and the University of Trinity College, at which he chaired their respective Investment Committees. Presently, he sits on the Board of the Rekai Centres in Toronto and is Chair of the Rekai Charitable Foundation.

Marlene Puffer, Partner, Alignvest
Marlene Puffer is a Partner of Alignvest Investment Management. Prior to joining Alignvest, Marlene was the President and Founder of Twist Financial an independent firm providing strategic advice, education, and investment strategy and implementation for institutional investors, boards, government agencies, and other market participants. Marlene has more than 20 years experience in senior roles and board positions at world-class financial institutions in investments, pensions, capital markets and academia. Marlene also serves as Board Trustee and Chair of the Asset-Liability Management Committee at the $70 billion Healthcare of Ontario Pension Plan (HOOPP). She has worked closely with institutional investors, unions, boards, senior management, governments, and academics in a variety of capacities.
Marlene’s previous experience includes roles as Chief Investment Officer at NAV Canada Pension Plan, Chief Strategist, Global Fixed Income at BCA Research (a global leader in independent macro investment strategy), business development and portfolio management at PIMCO Canada and Legg Mason Canada, fixed income analytics and debt capital markets roles on the trading floors at BMO and RBC. She began her career as a professor of finance at the Rotman School of Management at the University of Toronto.
Marlene holds a Ph.D. in Finance and Applied Statistics and a M.Sc. in Business Administration from the Simon Business School at the University of Rochester, and master’s and bachelor’s degrees in Economics from the University of Toronto. She holds a CFA charter and the ICD.D designation granted by the Institute of Corporate Directors.

Kim Shannon, President and Co-CIO, Sionna Investment Managers
Kim founded Sionna in 2002 and has more than 30 years of industry experience. She was previously CIO and senior vice president at Merrill Lynch Investment Managers Canada. Kim is a past president of the CFA Society Toronto and currently a member of the C.D. Howe Institute’s National Council, the CFA Institute Board of Regents (previously served as chair) and on the board of the Brandes Institute. Kim serves as a board member with the Canadian Coalition for Good Governance and the United Corporation (a listed closed-end fund). She was awarded Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award, Women’s Executive Network’s Canada’s Most Powerful Women: Top 100 Award (2007), listed as one of Profit Magazine’s Top 100 Female Entrepreneurs over the last several years and one recipient of the 2015 Rotman Women in Management Association Top 10 Awards (Entrepreneur).

Doug Steiner, CEO & Founder, Evree Corp.
Doug Steiner is a recognized leader in the field of financial services infrastructure and the design and use of new economic and business models pertaining to capital market efficiencies.
He founded the Equity Derivatives group at RBC Capital in 1986. He designed and deployed the first fully electronic securities trading and options market-making platform in North America in 1989.
In 1992, he founded VERSUS Technologies Inc., a direct market access brokerage firm. In 1996 VERSUS licensed the rights to the E*TRADE service mark and technology for Canada. VERSUS/ E*TRADE Canada went public in 1999, and was sold to E*TRADE Group in 2000.
In 2002 Doug started the first private equity fund in Canada dedicated to innovative financial services technology. The fund reorganized into an operating company, Perimeter Financial in 2005. Perimeter developed and operated transparent securities trading and investment management infrastructure for institutional and retail clients. The firm was sold to CI Financial in April 2009.
In 2010 Doug co-founded BEworks Inc. a Toronto and Durham NC-based behavioural economics consulting firm that focuses on consumer behaviour in financial decision making. The firm serves clients in retail and wholesale Banking, Internet Software and Services, Government, Advertising, Technology, Insurance, Utilities, Loyalty Programmes, Media, Hospitality and Consumer Products. BEworks was sold to Japanese conglomerate Hakuhodo/kyu in January 2017.
In 2016, Doug co-founded Evree Corp. a B2B financial technology platform that is deploying a mobile-based financial advice platform that aids consumers to develop persistently smart habits with financial decisions. The platform generates automated best-in-class product and service fulfillment of credit, insurance, savings and investments.
Since 2004, Doug has also been a Features writer, columnist and contributor in Globe and Mail’s Report on Business Magazine. He comments on investment industry trends, financial technology, and investor psychologies.
He is a past member of the Chairman’s Advisory Board for the Ontario Securities Commission, the Deans Advisory Board for University of Toronto’s Rotman School of Management, and Thomson Reuters Customer Advisory Board. He is currently an independent Director of Canadian Payments Association.

Please note that NID2018 is strictly closed to the media and governed by the Chatham House Rule.

 

NIAGARA
2018

speaking faculty:

Michael Augustine

CHARLES J. BRUCE

Leo de Bever

Mark Fuller

BRETT HOUSE

HUGH INNES

Sheryl King

Dennis Lockhart

F.L. (Ted) Morton

LAURA NASHMAN

KIM SHANNON

DOUG STEINER

Craig Wright

Heather Cooke

Marlene Puffer


Partners 2018 Niagara

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