Preliminary Program – June 20-21, 2022

Luc Fortin is President and Chief Executive Officer of the Montréal Exchange (MX) and Global Head of Trading, TMX Group. Luc's key responsibilities include leading growth in TMX's equities, derivatives, and fixed income trading businesses, and delivering a world-class experience to our global client base. In 2021, his mandate expanded to include oversight and strategic direction of CDCC and CDS, TMX's posttrade businesses and crucial components of Canada's capital markets infrastructure.

Luc joined MX as Managing Director, Derivatives Trading in June 2016, following a 25-year career in Canada's capital markets industry leading client-facing teams in fixed income and derivatives. Prior to joining MX, he served as Managing Director, Canadian Head of the Institutional Client Group at HSBC Bank Canada.

In this role, Mr. Fortin led HSBC's institutional client-facing businesses in rates and credit, derivatives, foreign exchange and money markets across Canada. Prior to HSBC, he held senior leadership positions at TD Bank and TD Securities.

Mr. Fortin is a graduate of the TD Securities Leadership program at Ivey Business School and holds a Bachelor of Commerce from University of Ottawa. He has served as Board Chair of CANMarket Data and was an Investment Industry Association of Canada board member from 2006-2010.

Harri Vikstedt joined the Bank of Canada in 2006. He is currently a Senior Policy Director in the Financial Markets Department focussed on financial market related issues including the global and domestic benchmark reform efforts.

Harri is a member of the FSB's Official Sector Steering Group and the co-chair of the Canadian Alternative Reference Rate working group (CARR) which is responsible for helping to transition the Canadian financial system from the Canadian Dollar Offered Rate (CDOR) to the Canadian Overnight Repo Rate Average (CORRA).

Prior to this he was responsible for the Bank's domestic and foreign currency trading operations, as well as for implementing the Bank's strategy for acquiring and analyzing financial market intelligence. Harri worked in global financial markets in both Europe and North America 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.

Stéfane Marion is Chief Economist and Strategist for National Bank of Canada and National Bank Financial, a position he has held since November 2008. In 2018, Mr. Marion was ranked the leading economist in Canada according to Brendan Wood International.

In 2012, the C.D. Howe Institute appointed Mr. Marion to its Monetary Policy Council and to the newly established Business Cycle Council.

Mr. Marion joined NBF’s Economics Group in 1999. Previously, Mr. Marion worked for several years in the federal departments of Finance and Industry in Ottawa, where, in addition to economic analysis and forecasting, he also worked on microeconomic policy impact studies. In particular, he participated in the development of forecasting models and the analysis of the FTA and NAFTA free-trade agreements with the United States and Mexico.

Mr. Marion holds a Bachelor’s degree and a Master’s degree in Economics from the Université de Montréal.

Marko Kolanovic is the Chief Global Market Strategist and co-Head of Global Research for J.P. Morgan. His team is responsible for Asset Allocation, Cross-Asset research, Equity Strategy, Derivatives and Quantitative Strategy, as well as AI/Big Data research. His team currently holds a number of top rankings in the Institutional Investor surveys in the US, Asia and Europe. Marko individually ranks #1 in the Equity-Linked Strategies and Thematic Research categories, and was inducted in 2020 to the I.I. Hall of Fame, following 10 consecutive years of #1 rankings.

Prior to joining J.P. Morgan, Dr. Kolanovic was Global Head of Derivatives and Quantitative Equity Strategies at Bear Stearns and a derivatives research analyst at Merrill Lynch. Dr. Kolanovic's work is frequently quoted in the financial press, and for his timely and accurate short-term forecasts of stock market returns, the media dubbed him 'The Man who moves Markets' (CNBC) and 'Gandalf' (Bloomberg).

Marko graduated from New York University with a PhD in theoretical high-energy physics. He has developed a number of scientific theories/models, and has authored top-cited research publications. He currently resides in New York City.

Chantal Petitclerc is the most successful wheelchair racer of all time, boasting multiple medals from all three of the world's top athletic competitions: The Olympic and Paralympic Games, the World Championships, and the Commonwealth Games. Canada's Lou Marsh Trophy winner for Athlete of the Year (2008) and a Companion of the Order of Canada, Chantal tells her incredible story to show others that challenges are simply a starting point for success.

Determination, perseverance, discipline. These three qualities truly capture the strength and character of the great Canadian athlete, Olympian and wheelchair race specialist, Chantal Petitclerc. A paraplegic from the age of 13, Chantal discovered a passion for sports while seeking a physical activity suited to her post-accident condition. Wheelchair racing helped Chantal regain confidence in her abilities and sharpened her desire to test her limits. Her coach was struck by her determination and less than a year later, Petitclerc competed in her first race. Twice breaking the world record in the 100m and now a multiple Gold medal Paralympian, Chantal's perseverance, and discipline has allowed her to triumph over any obstacle impeding her success. In June 2009 Petitclerc was honored with a star on Canada's Walk of Fame and in July 2009 she was appointment as Companion of the Order of Canada (the highest level of the Order) for "her achievements as a Paralympic champion known internationally as an inspiration, and for her commitment to developing sports for athletes with a disability." Chantal participates in projects by various Paralympic athletics and sports organizations, in addition to working as a spokesperson for Défi Sportif in Montréal and as an ambassador for the international Right to Play organization. Chantal was inducted into Canada's Sports Hall of Fame in 2010 where she sits among the remarkable athletes who serve as a profound reminder of the depth and breadth of our nation's rich sporting landscape. In 2016, Chantal was named Canada's chef de mission for the Rio Paralympic games. During her lifetime, she has learned a thing or two about resilience, work, competition, achievements and stress and pressure. She has been sharing her life's lessons with a touch of humor for the last fifteen years, and this across Canada and abroad, in front of groups from all walks of life, during fund-raising events and also working meetings.

Robert Catani joined TMX Group in 2018 and currently serves as its Head of Institutional Fixed Income and Derivatives Sales and Trading. Robert has more than 30 years of experience in Canadian financial markets. Before he joined TMX, he was a Managing Director at National Bank of Canada and TD Securities, where he traded Canadian and US dollar fixed income products out of both Toronto and New York, and led business development for fixed income and derivative sales to institutional accounts. Robert earned a Bachelor of Arts from the University of Toronto.

Craig Bell joined CIBC World Markets in 2009. He is Head of the Canadian interest rate trading. Craig has over 25 years of experience in Canadian financial markets, having worked in various trading roles for two Canadian banks. He earned a Bachelor of Commerce with majors in Finance and International Studies from the University of Ottawa, and he holds the Chartered Financial Analyst designation.

Nick Chan is Managing Director and Head of Financial Resource Management for BMO Capital Markets. This group consists of Fixed Income Financing, Money Markets and the Balance Sheet Solutions team. In this role, Nick has responsibility for repo trading, money market distribution, and secured and unsecured wholesale funding; acts as the lead liaison for Corporate Treasury; and leads the optimization of BMO’s capital and other constrained resources to support core initiatives. He also has oversight of the Global Money Markets Sales team, with a focus on the distribution of rates, credit, financing and money-market products in the two-year and under-duration part of the curve. Nick brings to this role strategic, industry-wide partnerships that he has developed during his 19 years at BMO.

Nick is the Chairperson of the Investment Industry Association of Canada’s (IIAC) Repo Committee and has been a driving force in many Canadian industry initiatives, including the development of the Enhanced Canadian Overnight Repo Rate Average (CORRA) benchmark for the Canadian Alternative Reference Rate Working Group (CARR). More recently, he has served as BMO’s representative on the Canadian Fixed-Income Forum (CFIF). He is also a member of the Capital Markets Diversity, Equity and Inclusion (DE&I) Council and has a strong passion for mentorship and community support.

Nick earned an Honours Bachelor of Science degree in Computer Science and Economics from the University of Toronto and is a Chartered Financial Analyst (CFA) Charterholder.

Danny has been a Principal Trader on the money market and repo desk at the Bank of Canada for ten years. Prior to joining the Canadian central bank, he spent 12 years in the private sector in various trading roles. He first worked in Chicago on the floor of the CBOE before moving to London, UK to trade FX, interest rates and derivatives. In London, he began as an equity derivatives market maker, then traded FX and rates at TD Securities and later ran a Delta One desk at a US broker dealer. Danny graduated with a commerce degree in Finance from DePaul University in Chicago.

Eric Aldous, CFA and FRM, is a Managing Director and serves as the Global Head of Futures at RBC Capital Markets. Mr. Aldous joined RBC Capital Markets in 1999 as part of Group Risk Management in Toronto. In 2001, he transferred to New York as part of the Hedge Fund Trading Risk Team. In 2002, he joined the Due Diligence Team in the Alternative Assets Group. From 2009 to 2012, Mr. Aldous was Head of Front Office Risk for Futures and subsequently Head of Market Infrastructure Clearing. He has a Bachelor of Commerce from Dalhousie University.

Mr. George Kormas is President of CDCC. He is a long-time TMX employee with over 20 years of experience in the post-trade business and a proven track record of balancing commercial, risk management and regulatory needs. Prior to his current role, he was Vice-President, Chief Risk Officer for CDCC and Chief Risk Officer for CDS with responsibility for the overall risk profile and risk management operations for the two clearinghouses.

Mr. Kormas holds a Master of Science in Finance (MSc) from Concordia University, Montreal.

Philippe Seyer-Cloutier is a Managing Director who oversees Interest Rate Derivatives and Futures Trading at National Bank of Canada in Montréal.

Mr Seyer-Cloutier joined NBC in 2008 as an interest rate swap trader. He led the development of the derivative trading business, thus becoming a leader in the Canadian corporate space. In 2017, he became managing director of interest rate derivatives, adding to it the future trading business three years later. Over the last two years, he drove the development of derivatives electronic trading and established a market-making partnership with the Montréal Exchange to promote a more liquid, robust and transparent derivatives market in Canada.

Holder of a MSc in Financial Engineering from HEC Montréal, Mr Seyer-Cloutier is a Professional Risk Manager (PRM) who has also completed the Certificate in Quantitative Finance (CQF) program.

Mr Marr joined Chesswood Group Limited as President and CEO in 2020 and also serves on its Board of Directors. He also sits on the advisory board of a Canadian tech-focused venture fund.

Previously a Partner and Chief Investment Officer at Waypoint Investment Partners Inc., Mr Marr also spent a decade at Gluskin Sheff + Associates, a wealth management firm that manages the investment portfolios of high net worth clients.

Holder of a degree in Economics and Financial Management from Wilfrid Laurier University in Waterloo, Ontario, Mr Marr has earned the Chartered Investment Manager designation and is a licensed derivatives and options trader with experience deploying risk management strategies for institutional mandates.

Lisa A. Cavallari, CFA, CAIA, FRM is the Director of Derivatives Trading at Russell Investments in Seattle, Washington. Prior to joining Russell, Lisa was a portfolio manager and trader at Barclays Global Investors (now BlackRock). Her previous experiences involved managing derivative overlays for large pension plans, creating a hedge fund at ZGI Group and working as a researcher at Ibbotson Associates Inc.

She holds Series 24, 7 and 63 licenses as well as CFA, CAIA and FRM charters. She earned a BA in Economics from Northwestern University in Evanston, Illinois, and a MBA in Finance and Statistics from The University of Chicago Booth School of Business.

In 2003, Pierre Fontaine joined Société Générale and is currently serving as Director, Prime Clearing Services. With more than 30 years of experience in the Canadian financial markets, Pierre has worked at a major corporate pension plan, the Montreal Exchange and a major trust company where he held a trio of positions in operations, product development and transition management, consistently servicing institutional accounts.

A graduate of Laval University in Quebec City where he earned a Bachelor’s degree in Business Administration with a double major in Finance and Marketing, Pierre is also a CFA Charterholder.

Colm has extensive experience as a derivatives capital markets expert with a career that spans 25 years. He began working on the original trading floor of the Montréal Exchange as a Floor Trading Specialist and Futures Market Pit Official in the late 1990s.

Colm has worked in Information Technology as both a Business Analyst and in quality assurance in various firms, including the Montréal Exchange, Sungard, and UBS.

Colm has worked on the strategic delivery and rollout of the TMX SOLA technology platform to multiple exchanges worldwide, including the Montréal Exchange, the BOX Options Exchange, the Borsa Italiana IDEM, the Oslo Bors derivatives market and the LSE’s EDX London derivatives market.

Andrea Bellefeuille is Managing Director at BMO Capital Markets, specializing in derivatives and market infrastructure. More than half of her 25 years at BMO have been in Global Markets, although she has worked in other areas such Risk Management and Public Affairs. Andrea has an MBA from Dalhousie University and is a Fellow of the Institute of Canadian Bankers. Her undergraduate degree is in Music from the University of Toronto, following which she worked as an opera singer. Now an active volunteer in arts organizations, Andrea has been Chair of the Board of Directors of Against the Grain Theatre and a Director on the Board of the organization Professional Opera Companies of Canada.

Greg Taylor is Chief Investment Officer at Purpose Investments. A data-driven manager with a focus on managing risk through active-trading strategies, Greg specializes in driving returns by finding and exploiting pockets of volatility in the market. He spent more than 15 years managing pension and mutual fund assets at Aurion Capital Management. Before joining Purpose Investments, he was Senior Portfolio Manager at Front Street Capital and LOGiQ Asset Management.

Greg serves on the investment committee of the MS Society of Canada and advises the Finance program’s Portfolio Management course at Bishop’s University. He has won numerous Brendan Wood International “TopGun” awards, and is a regular host and guest on BNN Bloomberg and on 680News, Toronto’s all-news radio station. Greg is a CFA charterholder and has a BBA in Finance from Bishop’s University.

Louise is the Director of Risk Management, Strategy and Products – Securitization at CMHC and is responsible for strategy development and product design for its mortgage funding activities, which include the NHA MBS and Canada Mortgage Bonds (CMB) programs, and for the administration of the Canadian Registered Covered Bond program. Previously, Louise was Treasurer at CMHC, responsible for CMB issuance and for the corporation’s liquidity management. Louise is a CFA charterholder and has a Bachelor’s degree in Business Administration from the University of New Brunswick.

Stéphane is the Chief Executive Officer and Co-Founder of FRNT Financial. FRNT is a technology-forward capital markets platform offering institutional investors exposure and expertise in cryptocurrency and other alternative markets.

Mr. Ouellette began his capital markets career working in the Equity Products group at BMO Capital Markets (BMO) in 2010 as a Cash Equity Sales Trader. He later ran BMO’s hedge fund sales trading group, including coverage of equity options and equity swaps.

Mr. Ouellette continues to be active in industry groups. In August 2019, Stéphane was elected Chairman of the Canadian Security Traders Association (CSTA) following a term as Vice Chairman.

Stéphane has successfully completed the following CSI designations: CSC, CPH, Derivatives Fundamentals, Options Licensing and Trader Training Course. He is also a CFA Charterholder.

Travis Keltner is Head of Repo Trading and Financing Solutions at State Street Global Markets. Travis provides oversight of all principal secured funding trading activities, with a primary focus on client activities related to sponsored member and peer-to-peer repo programs. Travis also oversees the client collateral trading, analytics and optimization platform, as well as the strategy and implementation of global financing solutions.

Travis previously played an integral management role as a member of State Street’s Treasury Liquidity Risk team, overseeing collateral management strategies and implementing liquidity requirements such as the Basel III Liquidity Coverage Ratio, parallel to driving the bank’s liquidity and funding and balance sheet strategy. Prior to this, Travis worked in funding roles supporting Treasury’s function in Sydney, Australia, where he traded foreign exchange and managed the branch’s funding and liquidity position for over three years.

Travis started his career at State Street and has a Bachelor’s degree in Economics from Boston College.

Alfred is Associate Professor of Finance and has been teaching at the Haskayne School of Business since 2005. He received an undergraduate degree and a PhD from the University of Vienna. Prior to joining Haskayne, Alfred held positions at the University of Vienna and the University of British Columbia.

Alfred teaches an introductory course in finance in the MBA program and a class on corporate finance for PhD students. Alfred's areas of research interest include fintech, bank regulation, financial stability, and corporate finance.

Alfred is currently conducting research on mining fees and price differentials in Bitcoin markets, decentralized exchanges, and under what conditions renegotiations can facilitate a private sector workout of a financial crisis. He also works on how the information produced by financial markets can be optimally used in bank regulation. In his previous research, Alfred developed several methods for measuring the probability of a financial crisis, analyzed conflicts of interest for financial analysts, and examined the empirical fit of alternative option pricing models. Alfred’s work has been published in the Review of Financial Studies, Management Science, the Journal of Financial Intermediation, the Journal of Banking and Finance, and the Review of Finance.

In his spare time, he enjoys skiing and hiking.

Lara Krivokucha has been Director, CCP Services at CDCC since February 2019, and Director of Strategic Initiatives since 2011. Lara has also worked as a risk officer for a number of investment banks, including Deutsche Bank and Bear Stearns International.

Alison manages the Canadian Rates Trading team, including Cash, Derivatives and High Quality Spread products.

She joined TD Securities as a trader of provincial bonds in the Interest Rate Trading group in 2004. After a few years trading provincial and Canadian government bonds, Alison moved to the Interest Rate Derivative Trading desk, which she ran from 2015 to 2018. She was promoted to her current role in 2018.

Alison sits on the board of the Freedom International Brokerage Company and is a member of the Fixed Income Advisory Committee through IIROC. In addition, Alison acts as Co-Chair for the Derivatives Sub-Group within the Canadian Alternative Reference Rate Working Group (CARR). She is also an active member of Women in Capital Markets and the TD Working Parents Committee.

Alison holds a Bachelor of Commerce from McGill University. Outside of work, she is the proud mother of two daughters and a son.

Chris Heakes has more than 14 years of experience in the investment industry and currently serves as a portfolio manager for equity-based and derivative-based ETFs at BMO Global Asset Management. Chris also trades equity options and foreign exchange for the firm. He holds two degrees: a Master of Finance from the University of Toronto, Rotman School of Management (Dean’s List), and a Bachelor of Arts degree from the University of Waterloo, with studies in History and Mathematics. Chris is a CFA charterholder.

Ciprian Zahan is a Senior Trader and Partner at Mako Global Derivatives. His outward-facing responsibilities include leading Canada trading and fostering relationships with exchanges. Mako is a global market maker headquartered in London, specializing in listed options. He joined Mako in 2015 and is part of the team that built its automated market making desk. The team now trades on exchanges on four continents, and he has actively traded European and South American derivatives. He started trading Canadian derivatives in 2017, when the company entered this market. In the intervening years, Ciprian has also been able to advise TMX on their microstructure and regulatory initiatives.

He read Philosophy, Politics, and Economics at Oxford University, Magdalen College, graduating with a B.A. (Hons).

David Knowlton, CFA is the Head of Product Development for Index and Model Solutions within Galaxy’s Asset Management business. He is responsible for the development and execution of Galaxy’s strategic initiatives for its passive funds offering. Prior to his time at Galaxy, David spent 10 years in various product roles in the ETF industry, most recently at Advisors Asset Management, where he was responsible for product development and helped build the ETF business.

He holds a B.S.B.A. in Finance from Bryant University and is a CFA charterholder.

Jing joined the Global Equity Derivatives desk at BMO Capital Markets in 2010 and has since held roles in trading, market making, institutional sales, and product issuance for all Canadian ETFs. Currently, her primary role is to engage with all ETF issuers bringing new products to market and manage relationships spanning across various business lines within capital markets.

Meytal is in charge of Prime Services Products & Solutions for the Americas at Société Générale. She began her career at SG in IT in 2006, supporting equity and fixed income front office systems, then a few years later she followed her entrepreneurial spirit to co-found a peer-to-peer lending fintech startup. She then came back to SG in a COO & Business Development role for Fixed Income Rates and Repo desks. She eventually joining Prime Services with a mission to optimize scarce resources to improve the profitability of the business. She is now responsible for the FCM, Equity, Fixed Income and FX PB platforms and continues to use her IT and start-up background to drive transformation and innovation within Prime Services.

Meytal Benichou holds a M.Sc. in Computer Science from École Nationale Supérieure des Telecommunications, Paris.

Nicolas Piquard is Vice-President, Portfolio Manager and Options Strategist at Horizons ETFs. He co-manages Horizons ETFs’ global line of covered-call ETFs.

Before joining Horizons ETFs, Nick spent nearly 15 years as an institutional derivatives trader with Canadian and international brokerage firms. He specializes in quantitative trading, options volatility and relative value.

Nick graduated from the University of Waterloo with a Bachelor of Mathematics and holds the Chartered Financial Analyst (CFA®) designation.

Nick’s industry expertise and interests include derivatives, responsible investing, and traditional and renewable commodities, including uranium and lithium.

Nitin Saksena is a managing director and head of US Equity Derivatives Research, based in New York. His team is responsible for product and strategy research spanning the Americas equity derivatives markets as well as cross-asset risk. Saksena specializes in innovative uses of VIX derivatives and index volatility, constructing asymmetric long convexity positions, as well as tactical relative value ideas. Flagship publications include Global Equity Volatility Insights, Quantitative Investment Strategies, ETF Options Watch, S&P 500 Futures Roll, and US Option Overwriting Trade Ideas. The team has been ranked in the Top 2 in the All-American Institutional Investor survey in seven of the last eight years. Saksena has a bachelor’s degree in applied mathematics from Harvard University, a certificate of advanced study in mathematics from the University of Cambridge, and a PhD in operations research and financial engineering from Princeton University.

For more information about any awards cited, visit https://rsch.baml.com/awards.

Ohsung Kwon is Vice President and Senior U.S. Equity Strategist at Bank of America. He works closely with Savita Subramanian and her team on preparing forecasts for the S&P 500 and other major U.S. indices, recommending U.S. sector allocations for equities, and developing and marketing the firm’s quantitative equity strategy to institutional and individual clients.

Kwon is in charge of the team’s earnings work and has been quoted in various financial news publications.

Kwon received a bachelor’s degree in Accounting from Purdue University and is a CFA charter holder.

Patti Paladino is the Senior Sales Manager at Trading Technologies (TT), based in New York. Patti joined TT in 1999 as the first Account Manager operating globally and later moved over to the Sales team, where she rose to become the Senior Sales Manager for the New York location. Patti covers the Montreal and Toronto region as well as New York and West Coast U.S. Patti has over 30 years of experience in the financial industry and works with the TT team to provide solutions to sellside and buyside participants in the derivatives markets for their futures execution needs as well as market data, hosting, surveillance, and more. Patti graduated Magna Cum Laude from The College of New Jersey with a Bachelor of Science in Economics in 1994.

Russell Levens joined ION in April 2021 as the U.S. Head of Customer Engagement for Cleared Derivatives. His role is to engage, collaborate, and partner with customers, prospects, and industry stakeholders to build and strengthen ION’s cleared derivatives relationships and promote ION’s industry-leading derivatives solutions.

Before joining ION, Russell was the Chief Executive Officer and Global Head of Operations for GH Financials, LLC, a U.S. Futures Commission Merchant. Russell built out and led GHF’s U.S. clearing business for over eight years, charged with business development and operations as well as oversight of compliance, finance, technology, and controls.

Russell previously held senior management and leadership positions with Fortis Clearing (now ABN AMRO Clearing), Newedge, and Kas Bank, both in Chicago and London.

Puneet Kohli is an Assistant Vice President at the Healthcare of Ontario Pension Plan (HOOPP), in the Equities Derivatives & Collateral Management division. He is responsible for the development of investment programs to maximize HOOPP’s return-to-risk profile. His focus is on volatility and alternative strategies within capital markets.

Prior to HOOPP, Mr. Kohli was a Portfolio Manager with National Bank of Canada, Alternative Investments. Over eight years, he managed two products: Lotus (a volatility arbitrage fund) and Red Stone (a tail risk fund).

From 2001 to 2004, Mr. Kohli was Vice President of Global Equity Derivatives at Bank of Montreal, Nesbitt Burns (BMONB), where he was responsible for volatility proprietary trading and advised on the use of volatility and credit-based products.

From 1997 to 2001, Mr. Kohli worked for the Ontario Teachers Pension Plan Board where he had many roles, including in Research and Economics, Quantitative Analysis and Volatility Portfolio Management. Mr. Kohli managed four market-neutral accounts that were volatility and correlation-based.

Mr. Kohli earned a Bachelor of Science, specialized in Mathematics, from the University of Toronto. Mr. Kohli also holds a Master of Business Administration (MBA) and has earned his Chartered Financial Analyst (CFA) designation.

Earl Davis has over 25 years of experience in Fixed Income and FX. He is Head of Fixed Income and Money Markets at BMO Global Asset Management where he has responsibility for actively managed fixed income mandates. Prior to joining BMO GAM, Earl led Developed Markets Fixed Income and FX at a leading pension organization where he had oversight over the nominal, inflation and global bond market portfolios.

Earl Davis is a past member of the Bank of Canada’s (BoC) Foreign Exchange Committee. He currently sits on the Accounting Standards Oversight Council and is a member of FSRA’s Pension Sector Technical Advisory Committee. He is a CFA charter holder and has an MBA from the University of Western Ontario.

Etienne Phaneuf is CEO and President of ArchES Computing. ArchES is building the next generation of trading and data systems - leveraging FPGA technology to handle massive data at ultra-low latencies. Etienne oversees the firm's strategic direction and culture: delivering cutting-edge technological data and execution solutions tailored to clients' needs. Etienne is an experienced executive at the intersection of technology and finance.

Prior to joining ArchES, Etienne was CEO of ITG Canada, now Virtu-ITG Canada, a provider of electronic trading services, transaction cost analysis and trading software. Over the course of his 19 years at ITG, Etienne held a number of leadership roles, helping build ITG into the leading electronic trading provider to the institutional community.

Etienne holds a Bachelor of Mathematics from the University of Waterloo.

Pierre Philippe was Optimum Asset management Co-CIO until the end of March 2022. Over the past four years, Pierre-Philippe has been Co-Chief Investment Officer, and Chief Investment Officer, Fixed Income for Optimum Asset Management. Prior to joining Optimum, he founded and was Chief Executive Officer of Razorbill Advisors, a Montréal-based investment management firm focused on fixed income, absolute return, total return and relative-value strategies. From 1997 to 2009, he worked for National Bank of Canada, first as a fixed-income option modeller, then as a market maker, eventually rising to become a Managing Director, leading a team specialized in quantitative credit modelling and investments.

Managing Director, Global Equities and Financing Solutions - Equity Derivatives at BMO Capital Markets

Joséphine Tran is a senior manager and Squad Lead for the Web & UI team at TMX. She is in charge of product development and the changes made in post-trading applications. Joséphine has more than 20 years of experience in the IT industry. She started at TMX as a software developer for the SOLA trading platform and then took an active role in the TMX Agile transformation. Now she is acting as Product Owner and overseeing the product strategy. Joséphine and her team work toward delivering solutions that bring value to clients while keeping up with the rapid pace of technological change.

Kambiz Kazemi is Chief Investment Officer and Country Head (Canada) at Validus RM, where he heads the firm’s investment products and solutions activities geared towards risk management and hedging, as well as overlays and alpha generation. Prior to joining Validus, he was a partner at LFC (acquired by Validus). For the last 15 years, Kambiz has actively managed multi-asset and option-based strategies through a wide range of market regimes, including the great financial crisis of 2008 and the 2020 pandemic, at some of Canada’s most reputable alternative asset managers, including Polar Asset Management.

Previously, he was Senior Vice President and Co-Head of the Equity and Commodity Sales & Trading Desk at Newedge (now Société Générale). Kambiz is a graduate of École nationale supérieure d'électricité et de mécanique de Nancy. He received an MBA from McGill University and is a CFA charterholder.

Head of Canada and Mexico Economics BofA Global Research

Carlos Capistran is a managing director and Head of Canada and Mexico Economics at BofA Global Research. He is often ranked highly in investor polls and forecast surveys. He has been ranked #1 for Mexico in the Institutional Investor Research Poll since 2016, and in 2016 he ranked #1 in forecasting inflation in Mexico, according to Bloomberg.

Prior to joining the firm in 2011, Carlos served as director for macroeconomic analysis at Banco de Mexico, where he also worked as a senior research economist.

Carlos has published research papers on a wide range of issues in professional journals and co-authored chapters in The Oxford Handbook of Economic Forecasting as well as in The Great Recession: Lessons for Central Bankers, published by MIT Press.

Carlos has a bachelor’s degree in economics from Instituto Tecnológico Autónomo de México (ITAM) and a master’s degree and a Ph.D. in economics from the University of California, San Diego. He is based in New York.

For more information about any awards cited, visit https://go.bofa.com/awards.