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 | Jesse Adams, MSc, BKin
Howatt HR Jesse is Howatt HR’s Head of Strategy. As a part of his current role, Jesse continues to use his in-depth knowledge of strategic HR, workplace health and wellness, and predictive modelling to support organizations in implementing evidence-based solutions for tangible impacts on key business metrics.
For the last 10+ years, Jesse has worked in the field of health and performance as the National Lead for Morneau Shepell’s THI Analytics team, contributor to the Q-Life, Olympic athletes, business professionals, and companies striving to achieve a healthy and sustainable lifestyle. Jesse is also a contributing author to The Globe and Mail, and white papers with the Mental Health Commission of Canada and Morneau Shepell. These have a key focus on understanding mental health and developing a total health strategy among other topics pertaining the health, engagement, and productivity of organizations. Jesse has also developed an innovative behaviour modification model known as Behavioural EngineeringTM; this model attempts to provide a framework for an individual’s behaviours, motivation, and cognitive processing when engaging in pro-health and anti-health decisions and actions. |
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 | Jason Billard
Senior Vice President, West Region Leader
Morneau Shepell Jason is a Senior Vice President at Morneau Shepell and is the firm’s Region Leader for Western Canada. He is responsible for leading client management and business development activities across the region and for ensuring our clients have access to the full suite of services available at Morneau Shepell. For over 20 years, Jason has provided strategic consulting services to clients that span the HR continuum from benefits, pension and total compensation to administration, engagement and absence management. Jason’s particular areas of expertise include communication, employee research and total rewards strategy. Jason is a Chartered Professional in Human Resources (CPHR) and holds a Master of Business Administration from the Schulich School of Business (York University), a Bachelor of Public Relations from Mount Saint Vincent University and a Bachelor of Arts from Acadia University. |
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 | Pierre Bouchard
Lead Portfolio Manager, Cidel Asset Management Inc.
Pierre Bouchard is the lead Portfolio Manager on the Cidel Canadian Total Return Equity Portfolio and a senior member of the equity team. Cidel Asset Management’s strategies have a long and successful track record and enjoy a leading reputation for low volatility investing in Canadian markets. Pierre joined Cidel’s predecessor, AMI Partners, in 2007 as an assistant portfolio manager specializing in small cap Canadian equities. He became a full partner in 2010, and expanded his work with the investment management team. Pierre has previously worked as a research analyst at a major Canadian financial institution. He is a CFA Charterholder. Before beginning his investment career, Pierre was an aerospace engineering officer with the Royal Canadian Air Force. |
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 | Derek Burleton
Vice President & Deputy Chief Economist
TD Bank Derek is Vice President and Deputy Chief Economist for TD Bank Group. In his role, he leads a team of economists that provides leading analysis on the Canadian and U.S. economies. Each year, he travels extensively across the Canada and the U.S., speaking at more than 75 events on economic and financial developments. As a respected commentator, Derek has been quoted by many media outlets – including the London Financial Times and the Economist. He also is frequently interviewed on the radio and television.
Derek maintains a strong interest in public policy issues, and has written substantive reports on health care sustainability, education and immigration reform. He participates in a number of advisory and steering committees both internal and external to TD Bank Group and currently serves on the Board of the Toronto Association of Business Economists (TABE).
Derek Burleton received his Bachelor of Commerce from Queen’s University and an M.Sc. in Economics from the London School of Economics. Derek has more than 20 years of experience as an economist in the financial industry. |
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 | Kelly Cardwell
Bosa Properties Kelly Cardwell has been with Bosa since July 2015 as Vice President, Human Resources. Kelly’s focus at Bosa has been with setting up an HR function within an entrepreneurial company, and developing and implementing initiatives that support, grow and engage employees. Prior to joining Bosa, Kelly was the Director of Human Resources for Best Buy Canada for over 10 years where she was responsible for overseeing all aspects of Human Resources, including compensation, payroll, HRIS, and Healthy and Safety. In addition Kelly worked in a global HR role for 5 years with Finning and 5 years of consulting experience working for a wide range of clients on various people-focused issues. |
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 | Matthew Gaudry
Director, Product Support & Management
Customer Experience & Marketing, Group Customer, Great West Life Matthew has 10 years experience working in the Group Life and Health space with the majority of that time spent on the prescription drug space and 15 years experience overall in the financial services industry
As Director, Product Support and Management, he oversees a team that is responsible for maintenance, support and product development for existing Group Life and Health products on the GWL product shelf.
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 | Dr. Alexandra Greenhill MD
CEO and Chief Medical Officer, Careteam Technologies
Alexandra is a physician leader turned tech entrepreneur, with a 15+ years track record of $100m+ healthcare innovations. Cofounded award-winning tech companies, is an EIR and a TedX speaker, Top 40 under 40, Most Influential Woman in STEM, WXN Most Powerful Woman, Startup Canada Woman Entrepreneur of the the Year, CMA Joule Awards recipient and received the Queen Elizabeth II Medal of Service. "The important 80% happens outside hospitals and clinics, yet there is no effective method to optimize it. Our mission is to solve this problem." |
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 | Bradley Hough, FIA, ACIA, CAIA
Consultant
PBI Bradley Hough is a consultant with over 10 years of experience. He specializes in asset liability management, risk management, and alternative investment classes. Prior to joining PBI, Bradley was an investment and actuarial consultant with a global HR and finance company. Bradley provided investment, actuarial and general consulting services to a range of clients in the UK and Canada. In his previous role, Bradley was also involved in research and developing investment practice policy. Bradley also has specialist expertise in alternative strategies, including private markets, portable alpha and the use of derivative based strategies. Bradley is a Fellow of the Institute of Actuaries (FIA), an Associate of the Canadian Institute of Actuaries (ACIA), a CAIA charter holder, and is currently studying for the Financial Risk Management (FRM) designation. He holds a Bachelor of Science degree in Physics from the University of Exeter. |
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 | Bradley N. Rowe, MBA, CFA
Principal
Eckler Brad is a Principal of Eckler Ltd. and leads the investment Consulting practice in Atlantic Canada as well as Eckler’s OCIO Advisory Craft nationally. Based in Halifax, Nova Scotia, he has over 21 years of consulting experience with Pension, Insurance, Trust, Foundation and Endowment funds with respect to governance, investment planning, policy design, implementation as well as ongoing risk management and performance analytics. Over the past 4-years he has conducted multiple OCIO due diligence and provider search mandates with total assets approaching $15 billion and continues to provide ongoing independent consulting to several of these clients. He participates regularly at industry events as an OCIO subject matter expert. He has in-depth experience will strategic investment planning and establishing the optimal investment structure for a variety of investment portfolios. His clients include organizations in both the public and private sectors, encompassing a broad range of innovative strategies and portfolio structures utilizing both public and private markets for clients across Canada. Brad has served on the Board of Directors of the Nova Scotia Teachers Pension Plan Trustee Inc. and is currently a member of the Mount Saint Vincent University Pension Governance Board. He has served as a member of the Board of Directors for the Atlantic Canada Chartered Financial Analyst Society and the Atlantic Council of the Association of Canadian Pension Management (ACPM). Brad has a degree in Economics and Commerce from Memorial University of Newfoundland and pursued graduate studies in Econometrics and Financial Economics at Dalhousie University. Earned his MBA from the Sobey School of Business and holds the Chartered Financial Analyst (CFA) designation. |
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 | Sandy Treleaven
Vice President, Financial Institutions & Cyber-risk Practice, AON Sandy Treleaven is with Aon Risk Solutions in Vancouver, in a multi-faceted role aligned with Aon’s Cyber & Privacy Risk Practice and Financial Services Group. In addition to taking care of her own clients, Sandy acts as a ‘Cyber-risk’ resource for Aon clients and colleagues in Western Canada. She conducts regular educational sessions on the subject of Network, Data Security & Privacy risk, and liaises with our in-house Cyber-risk broking team to find the best solutions for clients who want to consider insuring that risk. Sandy has 30+ years of industry experience, and in addition to Cyber-risk is also focused on Directors & Officers Liability and Professional Liability insurance. |
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 | Dimitra Tsourpis
AVP in the Health & Benefits practice
Aon
Dimitra is an AVP in the Health & Benefits practice of Aon. She has over 20 years of experience in the human resources consulting business, with experience in both group benefits and pension consulting. She specializes in client relationship management, strategic health and wellness, and program governance, for national and international clients. In recent years she’s focused on helping plan sponsors modernize programs so that they continue to support overall talent and business goals. Dimitra started her career as an actuarial analyst after graduating from the University of Calgary with a degree in Actuarial Science. Dimitra also holds a degree in Mathematics from the University of Manitoba. |
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 | Kaushik Venkatadri
Senior Director, Blockchain Centre of Excellence, RBC Kaushik Venkatadri (KV) leads the Blockchain Centre of Excellence at RBC. He has a Masters in Computer and Information Technology degree from the University of Pennsylvania and has worked in the IT industry since 1998, starting as a developer. He spent a number of years working with Wall Street banks in New York before moving to Toronto. KV’s current role combines his two passions of financial technology and distributed systems. |
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 | Scott West
Head of Invesco Consulting Scott oversees one of the largest consulting divisions of its kind in the asset management industry. In this position, he works with and presents to financial advisors across North America. Scott is a sought-after keynote speaker who brings thirty-plus years of industry experience coupled with a creativity known to educate and entertain. He is a co-author of five books, including StorySelling for Financial Advisors: How Top Producers Sell,* which was named a “must read” by financial-planning.com, and, most recently, Defining Conversations: A Little Book About a Big Idea.** Scott was with Van Kampen Investments prior to its combining with Invesco in 2010. In the 25+ years since he joined the firm, he advanced from field sales to regional sales and finally to national sales positions. In addition, he served as Director of Marketing. Prior to his career in financial services, Scott worked in sales distribution with Procter & Gamble. Scott holds a BA in economics and communications from Wheaton College in Wheaton, Illinois. Born and raised in Toronto, Canada, Scott is an avid hockey enthusiast. He assumes full credit for his Texas-born wife’s newfound love of the sport. Scott is the father of four children and resides in Wheaton, Illinois. |
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