Brian D'Costa is a founding partner and the President of Algonquin Capital, a boutique investment firm specialized in alternative fixed income strategies. The firm manages $920 million in assets under management (AUM) across two mandates: Algonquin Debt Strategies Fund (offering memorandum), Algonquin Fixed Income 2.0 Fund (alternative mutual fund).

At Algonquin, Brian leads the Macro and Thematic strategies and is responsible for integration and oversight of the firm's risk management framework.

Before establishing Algonquin Capital, Brian held senior executive roles in global capital markets. He was the Global Head of Fixed Income and Rates at CIBC, where he managed the bank's entire bond and rate trading business, overseeing a global team of 40 traders. Prior to CIBC, he spent 11 years at TD Securities as the Global Head of Vanilla Interest Rate Derivatives, managing trading teams across Toronto, London, Tokyo, and Sydney.

Earlier in his career, Brian served as a Captain in the Canadian Armed Forces, with the Airborne Regiment. He was awarded the Chief of Defense Staff Commendation for Leadership in recognition of his peacekeeping services in Iraq.

Brian is also an active member of the Bank of Canada's Fixed Income Forum.

Charles Lesaux is a Managing Director on the Fixed Income repo desk in the Central Funding group at RBC Capital Markets. Charles joined the Global Rotational Program at RBC Capital Markets in 2005 after completing his MBA at University of Toronto’s Rotman School of Management.

Upon completion of the Global Rotational Program in the fall of 2006, Charles moved to Sydney, Australia to trade AUD and NZD FX Forwards in RBC’s Treasury Management group. In 2007, he returned to Toronto to assist with the management of the CAD FX Forward book and to expand STIR trading capabilities in the Treasury Management group. In 2010, Charles joined the Fixed Income repo desk in the Central Funding group.

Charles is a member of CFA Society Toronto and is also an active alumnus of the Rotman School of Management, both through participating in alumni events but also by volunteering his time as a mentor to future graduates. In addition, Charles is the Executive Sponsor for the Global Markets Pathways Diversity Award Program at RBC Capital Markets. In 2023, Charles was asked to co-chair a Bankers’ Acceptance related working group that was set up by the Bank of Canada under the CFIF.

Daniel Nebelung joined Société Générale in Toronto in 2009. He is Managing Director and Head of Equity and Equity Derivatives Flow for SG Canada. Prior to joining SG, Daniel worked in the UK for four years in the Equity Derivatives divisions of Morgan Stanley and Merrill Lynch, and spent three years in the U.S. working as an analyst in the Private Wealth Management division of Goldman Sachs. Daniel holds a Bachelor of Science in Economics with a concentration in Finance from the University of Pennsylvania – Wharton School of Business, as well as an MBA from the London Business School.

Darcy Hall joined National Bank of Canada in 2016 as Managing Director and currently manages the XVA team. The XVA desk is responsible for accounting for the fair value of the Bank’s derivatives portfolios to include counterparty default risk, the impact of liquidity requirements, the impact of various collateral agreements and the changing regulatory framework for the Bank’s capital. The team is also active in the markets, hedging the Bank’s risk exposure to these various pricing components.

Darcy has over 25 years of experience in financial markets, having spent time on the Interest Rate Swaps, Options and Credit product desks at both CIBC World Markets and RBC Capital Markets from 1995-2016. Darcy holds a Bachelor of Applied Science from Queen’s University and is a Chartered Financial Analyst.

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.

Étienne Dubuc is Executive Vice-President, Financial Market, National Bank of Canada. He is in charge of the Bank's wholesale banking activities and treasury, including the Investment Banking, Corporate Banking, Equity, Fixed Income and Derivatives divisions. Mr. Dubuc is also a member of National Bank's Senior Leadership Team.

In addition to his professional activities, Mr. Dubuc has served as a member of the Board of Directors of the CHU Sainte-Justine Foundation since 2020. He has a Master's degree in Finance from HEC Montréal and a Bachelor's degree in Economics.

Luc Fortin is President and Chief Executive Officer of the Montréal Exchange (MX) and Global Head of Trading, TMX Group. His 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 post trade businesses and crucial components of Canada’s capital markets infrastructure.

Mr. Fortin 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 serves on the boards of CDCC, Canada’s derivatives clearing house, and CDS, Canada’s equity and fixed income clearing house. He also serves on the board of BOX Holdings Group LLC and BOX Market LLC (BOX), a U.S. equity options market, and the Finance Montreal Board of Governors.

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.

Marina Mets heads up Fixed Income and Multi Asset Product Management & Research in the Americas. Building on her prior role in the Research team leading the Canadian Fixed Income business, Marina works closely with FTSE’s partners and key clients, including major asset owners, fund managers and investment banks to develop and broaden FTSE’s fixed income offering globally. Marina leads a team focused on targeted client engagement to design and provide index solutions, educate the market on FTSE’s index philosophy, and profile use of indexes in investment portfolios and strategies across all asset classes.

Marina has been with the Fixed Income Index business for 20 years, starting her career in the capital markets research team at Scotiabank, and continuing on with the Canada fixed income index business through its acquisition by TMX Group in 2006, and the subsequent acquisition by FTSE in 2013.

Marina holds a Bachelor of Commerce, specializing in Finance, Accounting, and Economics, from the Rotman School of Management at the University of Toronto, and is a CPA CMA.

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

Since joining NBC in 2008 as an interest rate swap trader, Philippe has been instrumental in developing the derivative trading business, establishing himself as a leader in the Canadian corporate space. In 2017, he was appointed Managing Director of Interest Rate Derivatives, and three years later, he expanded his responsibilities to include Futures Trading.

Over the past few years, Philippe has driven the advancement of derivatives electronic trading and forged a market-making partnership with the Montréal Exchange. This collaboration has significantly enhanced the liquidity, robustness, and transparency of the derivatives market in Canada, culminating in the development of CORRA futures liquidity.

Philippe holds an M.Sc. in Financial Engineering from HEC Montréal and is a Professional Risk Manager (PRM). He has also completed the Certificate in Quantitative Finance (CQF) program.

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.

Robert Tasca, Managing Director, Derivatives Products and Services with TMX Group, at the Montréal Exchange, is responsible for managing the derivatives portfolio, specifically fixed income and equity derivatives. Robert's team focuses on enhancing the current derivatives product portfolio and developing new products, in addition to strategic initiatives and partnerships to help drive value to its clients.

Robert joined the Montréal Exchange in 1998, where he began his career in the open outcry pits or "floor" in Montréal, transitioning to the electronic platform in October 2000. With over 20 years of derivatives experience, Robert brings a full-service perspective to Montréal Exchange’s customers.

With over 25 years of experience in financial services, Laura Lau leads Brompton’s portfolio management team as Chief Investment Officer. She oversees assets of approximately $2.5 billion primarily in global and Canadian equity covered call mandates designed to generate income and lower volatility of returns. Ms. Lau is a frequent commentator for BNN Bloomberg TV, The Globe & Mail, and other news outlets. Ms. Lau has a Bachelor of Applied Science degree in Industrial Engineering from the University of Toronto. She is a Chartered Financial Analyst and holds the Derivatives Market Specialist designation.

Based in Toronto, Aly Somani is a Portfolio Manager at SLGI Asset Management and has been with the Multi-Asset Solutions team since 2012. He co-manages several multi-asset mandates, including equity and derivative-focused funds. Aly is a member of the firm’s Asset Allocation Committee, responsible for strategic and tactical asset allocation positioning across asset classes. He also helps lead top-down fundamental and quantitative research to enhance returns and mitigate risk. Aly holds an Honours Bachelor of Commerce (Magna Cum Laude) from the University of Ottawa and is a Chartered Professional Accountant, Chartered Accountant and CFA charterholder.

Chris has over two decades of experience in the investment industry and currently serves as portfolio manager for derivative-based and equity-based portfolios. This includes the management and trading of options on Canadian, U.S. and European equities and ETFs. He also manages various cross-asset portfolios, which include Canadian and U.S. fixed income and global equities. Chris has taken on numerous roles since joining BMO Financial Group in 2002, including Manager of Investments for BMO Asset Management Inc., where he was responsible for monitoring and selecting mutual fund managers. In this role, he was also responsible for overseeing the currency hedging program across the mutual fund platform. Chris holds a BBA from York University’s Schulich School of Business and is a CFA charterholder.

Corey Garriott joined TMX Group in 2021 and is Head of Product Research at the Montréal Exchange. Prior to joining TMX, he worked for nine years at the Bank of Canada where he represented Canada at the Bank for International Settlements and published in scholarly journals on topics such as banking regulation and market microstructure. Corey holds a PhD in Economics from the University of California, Los Angeles.

Rizwan Awan leads the trading businesses of Canada’s premier equity exchanges, Toronto Stock Exchange, TSX Venture Exchange, and TSX Alpha Exchange. He also oversees Products and Services across TMX Markets, responsible for innovating, designing, and building market solutions across all asset classes and charting the path for Canadian markets.

Rizwan joined TMX in 2020, following nearly two decades in client facing capital markets roles at leading financial institutions. Prior to TMX, he served as Managing Director of Quantitative Execution Services at BMO Capital Markets, heading up Program and Electronic trading as well as Index and Market Structure research.

As an active contributor to market structure and policy issues in Canada, Rizwan represents TMX on OSC’s Market Structure Advisory Committee and IIROC’s Market Rules Advisory Committee. Mr. Awan is also the former Chair of the Canadian Securities Traders Association and Board of Governors of the US Securities Traders Association. He holds a BMath degree in Computer Science from University of Waterloo and is a CFA charterholder.

Royce Mendes joined Desjardins Capital Markets in 2022 as Managing Director & Head of Macro Strategy. He leads a team of professionals in Toronto that is responsible for analyzing and developing forecasts for the macroeconomy and financial markets. Royce has a strong reputation for the depth of his insights and his communication skills, making him an engaging commentator who is regularly sought out by the media. Before joining Desjardins, he held the role of Executive Director, Economics at a major Canadian bank, where he led the firm’s efforts to monitor and forecast developments in the Canadian economy with a team judged to be the most accurate by many independent polling firms. Previously, Royce held the positions of Portfolio Manager for Canada’s Foreign Exchange Reserves, Associate Editor for the Bank of Canada’s publication Financial System Review, and Principal Researcher in the Bank of Canada’s Financial Markets Department.

Harri Vikstedt joined the Bank of Canada in 2006. He is currently Senior Policy Director, Market Committees and Initiatives in the Financial Markets Department, with a focus on market-related issues. Harri co-chairs the Collateral Infrastructure and Market Practices Advisory Group (CIMPA), which is an industry-wide working group created under the Canadian Fixed-Income Forum (CFIF) to promote the proper functioning of the Canadian securities and financing markets.

Prior to this, he co-led the Canadian industry’s efforts to transition the financial market from CDOR to CORRA. He was responsible for the Bank’s domestic and foreign currency trading operations until 2017 and for implementing the Bank’s strategy for acquiring and analyzing financial market intelligence.

Before joining the Bank, Harri worked in global financial markets in Europe and North America for 17 years, across both buy- and sell-side roles. He is a Chartered Financial Analyst and holds an MBA in Finance as well as an engineering degree from the University of Toronto.

Warren Lovely is a Managing Director with National Bank Financial (NBF), serving as Chief Rates and Public Sector Strategist within the firm’s Economics and Strategy group. Warren joined NBF in 2015 from CIBC, where he had worked for 15 years in a variety of roles in economics, strategy, and debt underwriting. Warren had earlier worked for the Government of Canada in Ottawa, including at the Department of Finance.

Warren holds a Master’s degree in Economics from Queen’s University and a Bachelor of Arts in Economics from Wilfrid Laurier University. Warren is a frequent commentator on financial markets in the media and regularly speaks to investors, business groups and governments in Canada and abroad.

Robin Das is Head of the Canadian Interest Rate Derivatives Trading desk at RBC Capital Markets and Co-Chair of CARR’s Derivatives Sub-Committee. He has been trading derivatives for more than 20 years – running the desk at RBC and prior to that at BMO in Toronto and London.

Dominic has 25 years of experience working in financial markets. In his current role, he leads the development of iAGAM’s Fixed Income teams to bring innovative products to the market and superior return potential to investor portfolios. Prior to joining iAGAM, Dominic was Vice-President of Portfolio Construction, Active Duration, at Addenda Capital, where he played a key role in growing the firm’s fixed-income business. He previously spent 10 years at Merrill Lynch and began his career as an analyst at the Montréal Exchange. Dominic holds a Bachelor degree in Finance from Concordia University.

Ian Pollick joined CIBC Capital Markets in 2017. Mr. Pollick has spent the last decade covering the North American economy and rates markets, focusing on how the broader macroeconomic environment influences the yield curve. In addition, Mr. Pollick has generated leading-edge analytics aimed at finding RV opportunities as well as larger macro trades for a variety of end-investors. He is a regular contributor to the financial press and spends a considerable amount of time traveling and talking with clients including: asset managers, governments, hedge funds, and pension funds. Mr. Pollick was ranked #1 for Canadian fixed income research in 2018, 2019 and 2020 by Greenwich Associates.

Prior to joining CIBC Capital Markets, Mr. Pollick was a Portfolio Manager and Head of Interest Rates at a hedge fund. In that capacity, he co-managed a long-only duration fund in addition to a tactical global macro sub-fund. Before his move to the buy-side, Mr. Pollick spent a decade at two other major financial institutions in a similar capacity, helping to generate best-in-class fixed income research for the domestic market. He began his career as an equity options trader in Chicago.

Mr. Pollick has an Honors Degree in Applied Economics from the University of Waterloo and a Master of Arts in Economics (Finance specialty) from York University.

Thomas Thorn is a Principal Analyst in the Bank of Canada’s Toronto Regional Office Team and serves as Secretariat for the Canadian Alternative Reference Rate (CARR) working group. Prior to this, Thomas worked at the Financial Stability Board on issues related to non-bank financial intermediation. Thomas has an MA in economics and is a CFA charterholder.

Marc Laberge is Head Trader - Rates & FX Derivatives at Desjardins. He has 14 years of experience in OTC derivatives and fixed income, focused on trading and tactical portfolio management mandates for Desjardins' Treasury in the Canadian, U.S. and European rates markets.

Marc holds GARP’s FRM Certification and previously worked in risk management functions at National Bank Financial and at CIRANO, a Montreal-based inter-university research centre.

Marc has been an active participant on the Canadian Alternative Reference Rate (CARR) transition committee since 2019. He has been called upon to lead industry-wide working groups within CARR, such as serving as Lead of the ALM Derivatives end-users workstream under the Derivatives subgroup and, most recently, Co-Lead of the Term CORRA Use Cases workstream.

Curt Harnett’s passion for the bicycle (and life) has taken him places he only thought possible in his childhood dreams. This 3-time Olympic medallist, former world record holder and shampoo pitchman will reflect on the lessons he learned as he took on the world, and will share the secrets to his success, both on and off the bike. Spoiler alert: There are no secrets.

A seasoned industry veteran, Andre Langevin is the Co-Founder and Head of Quant & Analytics at CanDeal DNA, CanDeal’s data and analytics business. He has designed and implemented its market-leading bond valuation products, contributing to the company’s growth and expanding its offerings of market-leading pricing and analytics solutions. He is currently leading innovation efforts for its next-generation client solutions.

Andre has more than 30 years of experience developing technology and risk solutions for banks, asset managers, exchanges and more, across the financial sector. Key achievements include developing real-time risk solutions for fixed income and derivatives, big data programs, quantitative portfolio management solutions and machine learning practices.

Known as an “expert’s expert,” Andre’s next goal is to write a book on risk systems.

Greg Doyle is Vice President, Pension Fund Investments at Kruger Inc., a diversified pulp, paper and energy company headquartered in Montreal. Prior to Kruger, Greg was at la Caisse de dépôt et placement du Québec, acting as Assistant Portfolio Manager in US equities. He began his career in London where he worked at various investment banks. He is a graduate of City, University of London and holds a University Diploma in Management from the Université de Nancy II.

Greg Doyle is Vice President, Pension Fund Investments at Kruger Inc., a diversified pulp, paper and energy company headquartered in Montreal. Prior to Kruger, Greg was at la Caisse de dépôt et placement du Québec, acting as Assistant Portfolio Manager in US equities. He began his career in London where he worked at various investment banks. He is a graduate of City, University of London and holds a University Diploma in Management from the Université de Nancy II.

Pierre-Philippe Ste-Marie has 25 years of experience in the financial industry working with fixed income and cross-asset absolute return teams. He has initiated and unwound absolute return and indexed portfolios and managed Canadian, US and European cross-asset exposure, levered and unlevered, as a team leader (CEO, CIO) as well as a portfolio manager.

Prior to joining Bodhi Research as Visiting Researcher, Pierre-Philippe was Optimum Asset Management’s Co-CIO until March 2022. During his tenure, he implemented global management and global execution, bringing American, European and Canadian teams under the same investment process with cross-trading agreements. Prior to joining Optimum, he founded and was Chief Executive Officer of Razorbill Advisors, a Montreal-based investment management firm focused on fixed income, absolute return, total return and relative-value strategies. From 1997 to 2013, he worked for National Bank of Canada, first as a fixed- income option modeller, then as a market maker, eventually rising to become Managing Director, leading a team specialized in quantitative credit modeling and investments.

After spending a year in Portugal, playing division 1 Basketball for Estrelas da Avenida in Lisbon, Pierre completed an International Baccalaureate at the Petit Séminaire de Québec in Québec City. Pierre then received a Joint Honours in Economics and Finance with a minor in Mathematics from McGill University and a Master of Science in Computational Finance from Carnegie Mellon University. In his spare time, Pierre can be found practicing his lifelong passion for Kendo, playing electric bass with his daughters, reading or cooking with his family.

Andy Baehr is Managing Director at CoinDesk Indices (CDI), where he oversees product development and distribution of digital asset indices, systematic strategies, and rates. Andy joined CDI in 2022, bringing twenty-five years of global markets and investment management experience. He was a partner at Risk Premium Investments, an alternative asset manager serving institutional investors. He held leadership roles on derivatives desks at Credit Suisse, BNP Paribas, Morgan Stanley, and Deutsche Bank. Andy holds B.A. and MBA degrees from Columbia University. He is a CFA® charter holder and holds the CAIA designation.

Candice is a member of the Global Asset Allocation Committee, focusing on central banks and fundamental macro analysis, and she actively participates in the development and communication of the firm’s asset allocation strategy. Ms. Bangsund also serves as the global spokesperson for Fiera Capital on all economic and investment matters, and is Lead Portfolio Manager on Fiera’s Diversified Lending, Diversified Real Estate, and Diversified Real Asset Strategies. Her career in the investment industry spans over 20 years, including several years as an investment research analyst for Franklin Templeton Investments. Ms. Bangsund joined Fiera Capital in 2012 upon its acquisition of Calgary-based Canadian Wealth Management Group Inc., where she managed North American equity portfolios as well as asset allocation decisions for private wealth clients. She joined the Fiera Capital Global Asset Allocation team in 2014. Ms. Bangsund obtained her Chartered Financial Analyst (CFA) designation in 2009 and holds a degree in Finance from the University of Regina.

Ciaran Dayal is Head of Collateral Management and Funding Canada at Scotiabank. He has over 15 years of experience in securities financing, shared between Equity Finance and Fixed Income Repo Trading. Ciaran joined Scotiabank in 2014 on the SBL desk in Scotiabank’s Prime Services division, and shortly thereafter he transitioned to the Repo desk under their Collateral Management and Funding business. Currently he is Head of Collateral Management and Funding Canada, with oversight of CAD Secured Funding as well as managing the Canadian client financing business. Ciaran’s previous roles include SBL Trading at RBC Investor and Treasury Services.

Ciaran is a Chartered Financial Analyst, with an HBBA (Honours Bachelor of Business Administration) from Wilfrid Laurier University and a Masters in Finance from Rotman School of Management at the University of Toronto.

Etienne Ménard is Head of Product, Equity Derivatives at TMX Group where he leads initiatives in market structure innovation and new product development. He began his career 25 years ago in Europe and Asia as an equity option trader / portfolio manager. Once back home in Montreal, he became an equity derivatives institutional broker, meeting the global needs of domestic and international clients, including sales trading of listed and OTC derivative products as well as transition management.

Etienne holds a Master of Science in Finance (MSc) from HEC Montréal.

George Kormas is President of CDCC and has over 20 years of experience in the post-trade business with 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.

Jim Byrd is Global Head of Macro Products at RBC Capital Markets.

Jim began his career with RBC in Toronto as part of the Global Markets Training Program before a five-year stint in RBC’s London office. Jim was named Managing Director in 2006 before becoming Head of Canadian and then Global Rates in 2017. In 2021, he was appointed Global Head of Macro Products and is responsible for RBC’s Rates, Commodities, Foreign Exchange and Futures businesses.

Alongside the Deputy Governor of the Bank of Canada, Jim co-chairs the Canadian Fixed Income Forum (CFIF) and is executive sponsor of RBC Pride in support of LGBTQ+ initiatives within Capital Markets. In 2023, Jim co-chaired the Global RBC Employee Giving Campaign and in 2024 was named one of Versa-Fi’s Champions of Change for being a leader in advancing equity in the workplace.

Jim is a native of Newfoundland and graduated from Memorial University in 1995 with a Bachelor of Commerce degree. He is a CFA charterholder.

Jim lives in Toronto with his wife and two children.

Lee has been a professional in the Exchange and CCP industry for more than thirty years, having started his career on the trading floor of the Chicago Mercantile Exchange. He spent twenty years in Europe working at both OMX and LSEG, where he managed the EDX London derivatives platform. His last post was as CRO for CME Group, leaving in April 2025. Prior to that, Lee served as CEO of CME Clearing Europe. He has been an industry leader with key roles at CCP Global and the CFTC Market Risk Advisory Group.

Subadra Rajappa is Head of US Rates Strategy at Société Générale. In her current role, she is responsible for publishing thematic research on US rates markets and highlighting relevant trading opportunities. Subadra is a frequent speaker at industry conferences as well as on broadcast media, where she presents her market views to a wider audience. She has over 20 years of experience in the financial industry. Subadra was previously at Morgan Stanley, where she was a senior rates strategist focused on macro themes in the rates markets. She was also the lead strategist covering many topics and presenting in-depth research on fixed-income derivatives, inflation, money markets and the evolving regulatory environment. Subadra has extensive experience in global fixed-income markets, including in positions in research, sales and quantitative analysis at Morgan Stanley and Citigroup.

Andrew Schultz has been employed by the Susquehanna International Group of Companies (“Susquehanna”) since 1997. From 1997-2001, he was an equity options market maker on the American Stock Exchange. In 2002, Andrew moved to Susquehanna’s internal education department where he was Head of Education from 2004-2007, teaching Susquehanna’s core trading and decision-making philosophy to all its new hires. Since 2007, he has been Head of the Strategic Options Business in Susquehanna’s option trading group. In this role, he works directly with Susquehanna’s trading and technology groups to coordinate efforts in the options space. Andrew is currently serving on the NASDAQ Exchange Board of Directors, and also serves as President and as a member of the Board of Directors of SIG North Trading, ULC, a Canadian registered broker-dealer.

Mr. Prince has more than 15 years of experience in the financial industry. He joined the Montréal Exchange in 2011 and has held various roles aimed at developing and enhancing the interest rate product and service offering. Mr. Prince acts as a subject matter expert for industry / market topics that have an impact on the Exchange’s interest rate products. Since 2018, he has been part of various workstreams of the CARR working group, aimed at strengthening the robustness of Canadian interest rate markets. Prior to joining the Exchange, Mr. Prince held positions in risk management at National Bank of Canada and in R&D at Innocap Investment Management. Mr. Prince holds a Masters degree in Financial Engineering from HEC Montréal.

Brittany is Vice President and Investment Strategist, Multi-Asset Solutions, in the Montreal office of BMO Global Asset Management (GAM). Brittany focuses on macro strategy and tactical asset allocation in the multi-asset team while bringing greater depth to BMO GAM’s global macro research. Before joining BMO GAM, Brittany was U.S. and Canada Macro Strategist at TD Securities in London, UK and Toronto. Prior to that, she was at Crédit Agricole CIB in New York, NY where she worked as Economist and FX Strategist. Brittany holds a B.A. in Economics from Georgetown University and a Ph.D. in Economics from Boston University.

Elie Elkhal, Managing Director, Commercial Services, CCP Clearing at CDCC, specializes in fixed income for the repo market and Montréal Exchange product clearing. Since joining TMX in 2005, Elie has led innovative initiatives such as SGC Notes, and he actively participates in the Bank of Canada’s CORRA Advisory Group and CIMPA subgroups. His background includes over 15 years in risk management and derivative product development. Elie holds a Bachelor’s degree in Electrical Engineering from Polytechnique Montréal and a Master’s degree in Financial Engineering from HEC Montréal.

Constantin Staicu is TD Securities' Global Head of Delta One Trading. He is based in Toronto and has over twenty years of experience trading derivatives.

Constantin is responsible for the strategic development of the Delta One Trading business globally, which includes desks in Toronto, New York, London, Dublin and Singapore.

Constantin oversees all swap trading activities, including Corporate Delta One Strategies, Global Swaps Trading, Futures Market Making, ETF Trading and Automated Trading Strategies, and is also responsible for capacity allocation.

Constantin joined TD's Market Risk Management Team in 1997, initially working on a project that successfully implemented TD's first VaR model.

He went on to join the Global Equity Derivatives desk in 2001 as an Options Trader, and in the following years, progressed into more senior trading positions covering index options, equity-linked notes and equity swaps.

In 2015, Constantin was tasked with realigning and building out TD's Global Swap business globally.

Constantin holds a bachelor's degree in Economics and Finance and an MBA in Finance from York University's Schulich School of Business in Toronto.

Kelsey Gunderson joined TMX Group in October 2024 as Chief Client Officer, TMX Markets, with a mandate to expand TMX Markets presence both in Canada and internationally. He was most recently President and CEO of Laurentian Bank Securities and EVP, Capital Markets of Laurentian Bank of Canada from 2019 to 2024. From 2007 to 2019, he held various roles at BMO Capital Markets, including Global Head of Trading Products where he was responsible for the trading-related businesses for the bank. Prior to joining BMO Capital Markets in 2007, Kelsey was at Credit Suisse Group in New York and at CIBC in Toronto.

He currently sits on the board of the Loran Scholarship Foundation, where he chairs the investment committee. He is also on the management board of the Churches-on-the-hill Food Bank, the board of Startup TNT, Venture Capital in Edmonton, Alberta, as well as the McMaster University Business School Advisory Council. He is a former member of the United Way of Toronto and York Region Major Individual Giving Cabinet. Kelsey holds an MBA from McMaster University, a Bachelor of Science from the University of British Columbia and has completed the Institute of Corporate Directors Course (ICD).

Marlène Charron-Geadah is Managing Director, Commercial Services – CCP Clearing at CDCC, responsible for identifying revenue growth opportunities and developing new clearing services for the OTC market.

Prior to holding this position, Ms. Charron-Geadah was responsible for regulatory compliance at Natixis Canada Branch and served as Post-Trade Counsel for CDCC, where she was instrumental in developing the cleared repo for pension funds.

Ms. Charron-Geadah holds a Master’s degree in Financial Law from SOAS, University of London (LL.M) and a Bachelor’s degree in both Civil Law and Common Law from McGill University (B.C.L./LL.B).

Stephane Dahome joined Société Générale Corporate and Investment Banking (SGCIB) in 2011 as a LATAM indexation trader based in New York. In early 2012, he moved to Brazil to build the activity locally in order to help SGCIB gain market share in the region and leverage on the competitive advantages of having local operations.

In 2016, Stephane moved back to New York to cover Indexation North America and VIX trading. Since 2019, he has been responsible for the Indexation Equity, Indexation Commodity, Securities Financing Services and Quantitative Market Making teams, and is now Head of Linear Trading for Equity Derivatives in the Americas.

Stephane holds a Master’s degree in Engineering from the ENSTA Graduate School of Engineering and in Quantitative Finance from Sorbonne University.

Danny has been a Principal Trader on the money market desk at the Bank of Canada for nearly 14 years.

In addition to overseeing the activities of the repo trading desk, he is currently engaged with industry working groups such as the Collateral Infrastructure and Market Practices Advisory Group (CIMPA) as co-chair of the standardized basket working group and provides market expertise to the CORRA Advisory Group (CAG).

Prior to joining the central bank, Danny spent 12 years in the private sector in various trading roles: working in Chicago on the CBOE’s open outcry trading floor, trading equity and index derivatives in London, UK, trading FX options and STIR at TD Securities, and running the Delta One desk at a large US broker dealer.

Danny graduated with a commerce degree in Finance from DePaul University in Chicago.

David Mitchell joined OMERS in 2021 and is Managing Director, Liquidity Management in Total Portfolio Management. In this role he is responsible for OMERS’s liquidity and funding through financial and economic leverage, which includes derivatives. His role also includes oversight for optimizing banking relationships across OMERS and Oxford Properties.

Prior to OMERS, David held increasingly senior roles at CPP Investments and Ontario Teachers’ Pension Plan. He holds a Bachelor of Commerce, Joint Honours in Economics and Finance from McGill University and is a CFA charterholder.

Harry Moore is a Principal at Man AHL, responsible for investor engagement, new product development, and articulating Man AHL's investment strategies to clients.

He joined the firm in 2019 as an analyst, leveraging his experience from a prior role at a fund of hedge funds where he conducted research on systematic and discretionary investment strategies. Harry began his career in actuarial science, specializing in financial analysis and risk management for pension plans.

Harry holds a B.Sc. (Honours) in Economics from the University of Birmingham, is a Fellow of the Institute and Faculty of Actuaries (“FIA”), and holds the designation of Chartered Alternative Investment Analyst (“CAIA”).

Kambiz Kazemi is a partner and the Chief Investment Officer of Validus RM. He heads the firm’s investment products and solutions activities, which are geared towards risk management and hedging as well as overlays and alpha generation. Prior to joining Validus, Kambiz was a partner at LFC (acquired by Validus), and prior to that he was Senior Vice President and Co-Head of the Equity and Commodity Sales & Trading Desk at Newedge (now Société Générale). Drawing on two decades of experience in financial services, he is now focused on applying his expertise in macro and systematic derivative-based strategies. During his career, Kambiz has managed multi-asset portfolios and option-based strategies at some of Canada’s most reputable alternative asset managers, including Polar Asset Management. He has actively invested through a wide range of market regimes, including the Great Financial Crisis of 2008 and the 2020 pandemic. Kambiz is a graduate of École Nationale Supérieure d'Electricité et de Mécanique in Nancy, France. He received an MBA from McGill University and is a CFA Charter holder.

Nitin Saksena is Managing Director and Head of US Equity Derivatives Research at Bank of America Merrill Lynch. He is based in New York. His team is responsible for product and strategy research spanning the equity derivatives markets of the Americas, as well as for 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. His team has ranked among the Top 2 in the All-American Institutional Investor survey in seven out 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.

Dr. Ranjan Bhaduri is the CEO of Bodhi Research Group, a leading advisory and consulting firm that has served clients across five continents. With over 25 years of experience in manager research, due diligence, portfolio construction, and structuring, Dr. Bhaduri is a recognized expert in the field. He has served as an advisor to the East-West Center, a prominent think tank focused on the Asia-Pacific region, and has taught finance and mathematics at multiple universities. He has also lectured on derivatives for the Montréal Exchange. Dr. Bhaduri is a frequent speaker at global conferences and has published widely on advanced portfolio management techniques. He holds both the CFA and the CAIA designations.

Ron Hochman joined the Montréal Exchange in 2005. He originally came to the Exchange to promote the use of options to investment advisors across Canada. Ron currently heads up the institutional equity derivative sales for TMX Group. His roles include bringing new products to market and increasing the use of MX options and futures on the institutional buy side as well as in the broker dealer and market making community, both domestically and abroad. Prior to joining the exchange, Ron worked at TD and IBM Global Finance. He holds a Bachelor of Commerce in Finance from Concordia University.

Stéphane Caïdi is Senior Director, Legal Affairs at PSP Investments and has 20 years of experience in M&A, pension law, IT, and capital markets. He advises on legal and regulatory matters related to financial transactions, derivatives, and fund investments, and ensures compliance with fiduciary and internal policies. Stéphane has led key initiatives, such as PSP’s global custodian transition and LIBOR reform. Before joining PSP in 2012, he had legal roles at Bombardier, Société Générale, and Fasken. Stéphane holds a Master’s of Law (LL.M.) degree from Université de Montréal and is a member of the Québec Bar.

Stephen Galey is Executive Director and Head of Canadian Depositary Receipt (CDR) sales at CIBC Capital Markets’ Wealth Solutions Group. He leads product development and national distribution efforts for the CDR platform. Stephen also has 11 years of experience working in the self-directed brokerage space, most recently building the Premium Edge HNW offering at CIBC Investor’s Edge.

Steve Sosnick is the Chief Strategist at Interactive Brokers. He has held numerous roles in the organization since joining Timber Hill, IBKR’s predecessor, in 1995 as Equity Risk Manager and as an options market maker. Much of Steve’s career has been spent developing and implementing automated trading strategies for stocks and options. He led the firm into Canada and ran its market making on the MX for over two decades. Steve is quoted frequently in news media and makes regular live appearances on CNBC, Bloomberg, Fox Business, Yahoo Finance, and other global outlets. Prior to joining IBKR, he held senior trading roles at Morgan Stanley, Lehman Brothers, and Salomon Brothers, where he completed the firm’s famed training program. Steve holds both a B.Sc. in Economics and an MBA in Finance from the University of Pennsylvania’s Wharton School.

Steve Wisdom is a Senior Partner at Crabel Capital Management and a member of the firm’s Leadership and Management Committees. He is also the Portfolio Manager at Crabel Gemini. Before joining CCM in January 2008, Steve served as Chief Operating Officer of Manchester Trading (Niederhoffer), with responsibility for trader management and development, research direction and oversight, technology and infrastructure, client and broker relations, and trading and position management. Prior to his time at Manchester Trading, Steve developed systematic and automated U.S. equity trading strategies at Deephaven Fund and traded in futures, forex, and energy markets for the proprietary trading group at Société Générale. He began his career in finance developing research and trading strategies at Trout Trading. Steve graduated from Harvard College with a Bachelor’s degree in Philosophy with a focus on symbolic logic and with coursework in mathematics, applied mathematics, finance, and economics.