CEO Roundtable
Bert Clark, President & CEO, Investment Management Corporation of Ontario (IMCO)
Blair Richards, Chief Executive Officer, Halifax Port ILA/HEA

Bert Clark, President & CEO, Investment Management Corporation of Ontario (IMCO)
Bert Clark is President and CEO of the Investment Management Corporation of Ontario (IMCO). His appointment to lead the new public-sector asset manager began in October 2016. Prior to IMCO, Bert served as President and CEO of Infrastructure Ontario for four years. At Infrastructure Ontario, he led the management of the province’s real estate portfolio, lending to municipalities and other public-sector organizations and the delivery of large, complex public infrastructure projects.
Before his role at Infrastructure Ontario, Bert was the Managing Director responsible for the North American infrastructure advisory businesses at Scotiabank.
Bert is a member of the Board of Directors of Habitat for Humanity Greater Toronto Area. He has an LLM from Duke University School of Law, an LLB from Queen's Law School, and a BA (Honours) from McGill University.

Blair Richards, Chief Executive Officer, Halifax Port ILA/HEA
Blair Richards is the Chief Executive Officer of the Halifax Port ILA/HEA. He is a previous Chairman of the Board of Trustees for the port’s pension, health and wellness plans where his duties also involved chairing the Board’s numerous subcommittees. Specializing in industrial relations, Mr. Richards holds several human resource certifications, including membership in the International Society of Certified Employee Benefit Specialists (CEBS). He earned his Bachelor of Arts degree from Dalhousie University, Halifax, and his Masters of Business Administration from Saint Mary’s University, Halifax. He is also involved in various industry associations and has served on a number of Boards, Councils and Commitees.

Featured Speakers

Dawn Desjardins, Vice President & Deputy Chief Economist, Royal Bank of Canada
Brett House, Vice-President & Deputy Chief Economist, Scotiabank

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

Dawn Desjardins, Vice President & Deputy Chief Economist, Royal Bank of Canada
Dawn Desjardins joined the RBC Economics team in January 2006. She is a key contributor to the macroeconomic forecasts for Canada and the U.S. and is part of a team that is responsible for the interest rate forecasts for both countries. Dawn delivers economic analysis to RBC’s clients through a variety of publications and presentations. She is often interviewed by media from across North America to discuss developments in the economy and financial markets.
Prior to joining RBC, Dawn worked as a reporter for Bloomberg Financial News in Toronto covering the Canadian bond and currency markets and was the Canadian bond market strategist for a major U.S. bank for ten years. She is a graduate of the University of Toronto.

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.

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.

Industry Experts

Louis Bélanger, Vice President & Director, TD Asset Management Inc.

Louis Bélanger, Vice President & Director, TD Asset Management Inc.
Louis Bélanger joined TD Asset Management Inc. (TDAM) in February 2016, bringing over 18 years of experience in private debt management. In his current role as lead Portfolio Manager of TDAM's Private Debt initiative, he is responsible for managing private debt portfolios and raising capital on behalf of TDAM's institutional clients. Prior to joining TDAM, Louis served as Managing Director for a Canadian financial services company, where he established the firm's asset management division in 2011 with the creation of the first two private infrastructure debt funds in Canada. In his prior roles at major Canadian life insurance firms, he was involved in managing private debt transactions in a variety of sectors and fixed income portfolios matching insurance liabilities. Louis holds a Bachelor of Economics with Honours from Bishop's University and a Masters of Science in Finance from Université de Sherbrooke. Louis is a CFA charterholder and a certified Financial Risk Manager.

Please note that DIM2018 is strictly closed to the media and governed by the Chatham House Rule.

 
Montebello 2018
speaking faculty:

Louis Bélanger

BERT CLARK

Dawn Desjardins

BRETT HOUSE

Dennis Lockhart

F.L. (Ted) Morton

BLAIR RICHARDS


Partners 2018 Montebello

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