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FORUM 2019 Speakers

KEYNOTE SPEAKERS 

Monday June 17, 2019 

Tuesday June 18, 2019 

Tuesday June 18, 2019 

Jim Harris

Kevin Dougherty

Gregor Jeffrey

Jim Harris 

Disruptive Innovation & Organizational Change Expert


Kevin P. Dougherty

Executive Vice-President, Innovation and Partnerships
Sun Life Financial

Gregor Jeffrey

Expert on the Neuroscience of Communication

Jim Harris is one of North America’s foremost management consultants, authors and thinkers on disruptive innovation, change and leadership. His presentations and consulting work have helped companies anticipate change and adjust to and stay ahead of emerging market trends

Kevin P. Dougherty focused on accelerating business growth in Sun Life’s businesses around the world, through innovation and partnerships. He is responsible for advancing Digital, Data Analytics, and the use of Artificial Intelligence in Sun Life’s operations and business models, as well as the development of the company’s Digital Health Solutions Group, Insurance Research Lab, and external partnerships in Reinsurance, Fintech, and Healthtech.

Gregor started his career in the Calgary defence sector. He has since worked in Vancouver’s high-tech sector and Silicon Valley before returning to the defence and aerospace industry. As the Founder of Jeffrey Strategic, he now uses his unique, science-based training to deliver innovative talks and workshops to organizations across North America, ranging from Fortune 500 companies to non-profits.

INDUSTRY EXPERTS 

By alphabetical order 
Jesse Adams

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.

Jason Billard

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.

James Robert Binny

James Robert Binny 

State Street Global Advisors

James is Global Head of Currency . He joined the company in January 2016 as Head of Currency for EMEA. He is responsible for managing the Currency Portfolio Management team and for driving our strategic vision for Currency.

James has 27 years of Foreign Exchange experience, predominantly in investment management, where he has worked on or led teams at firms such as Brevan Howard, Gartmore and County NatWest. He also managed a currency manager of managers product at ABN AMRO Bank. He is well known as an industry innovator, and was one of the first individuals to work on Currency Factor processes over a decade ago. James joined us from Lloyds Commercial Bank, where he was Head of FX Quantitative Solutions. In this role, he created and led the team responsible for advising clients on currency investment processes both for risk and return.

James graduated with a first in Engineering Science from Oxford University.

Derek Burleton

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.

Kelly Cardwell

Kelly Cardwell
Vice President, Human Resources
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.

Ross Dunlop, Consultant, Ellement

Erica Hiemestra Erica Hiemstra
Assistant Vice President, Market Conduct Policy and Regulation
CHLIA
Ben Homsy

Ben Homsy, CFA 
Portfolio Manager, Fixed Income
Leith Wheeler

Ben Homsy is a fixed income portfolio manager, macroeconomic strategist, and member of the Leith Wheeler Portfolio Review Committee, which determines firm-wide asset allocation guidelines. He joined Leith Wheeler in August 2014, with over 20 years of experience spanning three continents. Ben was most recently an Executive Director at JPMorgan Chase, where he ran the Institutional FX Sales business for West Coast USA and Western Canada based in San Francisco (2012-2013), after running the company's European currency hedge fund sales in London (2009-2012). Ben also worked as a currency sales-trader at Goldman Sachs in London (2001-2009), and in Arthur Andersen's Audit and Business Advisory group in Sydney, Australia. A graduate of the University of Sydney, Australia (B.Comm, Finance 1997), Ben is also a Chartered Accountant with the Institute of Chartered Accountants Australia (ICAA), and holds the Chartered Financial Analyst (CFA) designation.

Bradly Hough

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.

Paul Kennedy

Paul Kennedy
Chief Actuary, Mercer

Leila Mendlson

Leila Mandlsohn
Senior Pharmacy Strategy Consultant
Green Shield Canada

Leila is a Senior Pharmacy Strategy Consultant in the Pharmacy Strategy Team at Green Shield Canada (GSC). In this role, she is responsible for all facets of drug claims, including drug evaluations, formulary design and maintenance, pharmacy provider and stakeholder relations, and drug pricing and policy.

Leila brings a valuable mix of pharmacy and managed care experience from key roles in the US and Canada, including community pharmacy experience at various independent and chain pharmacies such as Walgreens, hospital pharmacy practice at Toronto General Hospital and pharmacy benefit management expertise gained during her time with Medco in the US (now Express Scripts) and now at GSC.

A graduate of the Massachusetts College of Pharmacy and Health Sciences (BScPharm), Leila also completed a Doctor of Pharmacy (PharmD) degree at the University of Kansas. She is a licensed pharmacist in Ontario (Part A) and Massachusetts, and a member of the Ontario Pharmacists Association, Canadian Pharmacists Association and the Academy of Managed Care Pharmacy.

Dhruv Mallick

Dhruv Mallick, CFA
Fixed Income High Yield Manager, Leith Wheeler

Dhruv Mallick joined Leith Wheeler in January 2015 as a credit analyst, focusing on both investment grade and high yield credit. Dhruv has over 15 years of investment experience in credit markets. He previously managed U.S. high yield and investment grade credit portfolios at both CQS in London and Barclays Global Investors/BlackRock in San Francisco, and worked as a credit analyst at Pacific Investment Management Company (PIMCO) in Newport Beach. Dhruv is a member of the Leith Wheeler Portfolio Review Committee which determines firm-wide asset allocation guidelines. He earned his Masters in Financial Markets from the Illinois Institute of Technology and also holds a Bachelor of Neuroscience from Grinnell College, Iowa and the Chartered Financial Analyst (CFA) designation.

PEter muldowney

Peter Muldowney
Senior Vice-President, Connor, Clark & Lunn Financial Group

Under the direction of Peter Muldowney, Senior Vice President Institutional Strategy, Connor, Clark & Lunn Financial Group's Strategic Exchange offers a variety of interactive, educational forums. We also produce thought pieces addressing issues that are top of mind to those involved in managing and overseeing investments.

Peter joined the firm in 2011, with over 20 years of experience in the investment industry. Peter has worked in Canada, the United States and the United Kingdom. Spending the majority of his years in the area of investment consulting, Peter led two prominent Canadian investment consulting firms before starting up a new business venture at a leading Canadian insurance company, which led to his pioneering the first buy-in annuity in Canada.

Maureen Quinlan

Maureen Quinlan
Hicks Morley Hamilton Stewart Storie LLP

Maureen Quinlan is a senior litigation lawyer in Hicks Morley’s Toronto office. Maureen’s practice is focused primarily on employment litigation, particularly in claims covered by Employment Practice Liability Insurance (EPLI), and serves as the co-lead of the firm’s insurance group practice. Maureen is panel counsel for several major Canadian insurers in the EPLI area.

Maureen has significant experience representing clients in civil litigation and statutory proceedings defending claims involving wrongful termination, discrimination and/or harassment, and/or constructive dismissal. In addition, Maureen has expertise acting for employers in claims related to disability benefits, including both STD and LTD benefits, as well as defending employers in claims of discrimination and/or an alleged failure to accommodate. Maureen is known for effectively managing complex litigation in a timely and cost-effective manner. Maureen acts as a strategic partner for many clients and provides proactive advice a wide range of labour and employment-related issues, including employment standards, employment contracts, wrongful dismissal, unjust dismissal, human rights, privacy and workplace safety and insurance in both the provincial and federal context.

Maureen also has a breadth of knowledge related to cannabis, as she serves as the firm’s cannabis practice group leader, and provides strategic advice regarding the complexities related to cannabis in the workplace.

Brad Rowe

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.

Mazen Shakeel Mazen Shakeel
Sun Life  
Scott Sweatman

Scott Sweatman
Denton LLP 

Scott Sweatman is a partner at Dentons Canada LLP. Since 1990, Scott has focused his practice on pensions, benefits, executive compensation and related tax and trust law. For over fifteen years he worked as a senior consultant with two major multi-national actuarial and accounting firms. In 2007 and 2008 Scott was Co-Chair of the Alberta-British Columbia Joint Expert Panel on Pension Standards working with five of Alberta and BC’s leading experts in pensions to review pension legislation in the two provinces and make recommendations to both governments for fundamental reforms to pension legislation. Scott is past national and regional Chair of the Canadian Pension & Benefits Institute. He also serves on the Board of Directors of NAV Canada, Canada’s national private sector civil navigation services provider which has pension plan assets in excess of $6 billion. Scott is a current member and also past chair of NAV’s Pension Committee and a member of their Corporate Governance Committee.

Scott is recognized in the 2011-2019 editions of The Best Lawyers in Canada in the area of Employee Benefits Law. He is also recognized by Chambers Global (2013-2017) and Chambers Canada (2016-2019) as a leading lawyer in the area of Pensions & Benefits. Scott is consistently recommended by the Canadian Legal Lexpert Directory, Pensions and Employee Benefits. He has been practising law since 1987.

Sandy Treleaven

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.

Kaushik Venkatadri

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.

Chris Walker

Chris Walker
Principal, Harbourvest

Christopher Walker joined the Firm in 1998 as an associate in the secondary partnership group. In 1999, he joined the primary partnership group and has focused most of his efforts on US venture capital and buyout investments. Chris also has extensive experience working on the healthcare sector, as well as primary partnerships in Canada. He holds a seat on the ESG Committee and currently serves on the advisory committees for partnerships managed by Caltius Capital Management, Camden Partners, Columbia Capital, Essex Woodlands Health Ventures, Galen Associates, Genesys Ventures, Georgian Partners, Information Venture Partners, Mission Ventures, Sanderling Ventures, Valhalla Partners, Vector Capital, and The Wicks Group.

Previously, Chris served as a pilot in the United States Navy for 11 years, flying the P-3 Orion aircraft, and achieved the rank of Lieutenant Commander.

He received a BS in Finance from Providence College in 1986 and an MS in Finance from the Carroll School of Management Program at Boston College in 1998.

Scott West

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.