Sheldon Inwentash, a serial entrepreneur, is chairman and chief executive officer of ThreeD Capital Inc., a Toronto-based venture capital firm specializing in investments in the junior resource, graphene, AI, AR and blockchain sectors.
Sheldon has more than 30 years of investing experience and has been instrumental in raising $15 billion for his portfolio companies over the last 15 years. He co-founded Visible Genetics, the first commercial pharmacogenomics company, in 1994 and exited in 2001 to Bayer. Through two decades leading Pinetree Capital, Sheldon created significant shareholder value through early investments in Queenston Mining (acquired by Osisko Mining Corp. for $550-million), Aurelian Resources (acquired by Kinross for $1.2-billion) and Gold Eagle Mines (acquired by Goldcorp for $1.5-billion) to name a few.
Sheldon obtained his B.Comm from the University of Toronto and is a Chartered Accountant/Certified Professional Accountant. In 2007, he was an Ontario finalist for the Ernst & Young entrepreneur of the year award. In 2012, Sheldon received an honorary degree, doctor of laws (LL.D) from the University of Toronto for his valuable leadership as an entrepreneur, his philanthropy, and inspirational commitment to making a difference in the lives of children, youth and their families. Sheldon is a keynote speaker at many conferences and events worldwide. In his spare time, Sheldon is an avid art collector.
Barbara Stewart, CFA is one of the world’s leading researchers on women and finance. For the past nine years, she has researched, written and published an annual series of Rich Thinking® white papers, launching every International Women’s’ Day.
In addition to being a researcher and author, Barbara is a sought after speaker, educator and evangelist on women, money and investing. Barbara is an advocate for women, for diversity, and for financial education, both in public and as a consultant using her proprietary research skills to help large global financial institutions seeking to transform themselves. She is a columnist for the CFA Institute’s Enterprising Investor website, a contributor for Golden Girl Finance, and a thought leader regularly consulted by print and broadcast media worldwide. Barbara is on the Advisory Board for Kensington Capital Partners Limited in Toronto.
In her previous life, Barbara spent five years as an institutional currency trader and 20 years as a portfolio manager and investment counsellor for high net worth investors. She lives in Toronto with her husband Duncan Stewart, CFA and their Bernese Mountain Dog Hank.
Pawel Polak – A Professor in the Statistics Department at Columbia University, and Head of Machine Learning at AAAccell Ltd. --- a spin-off company of the University of Zurich. Prior to becoming a professor, he was a post-doc in the same department, for Professor Richard Davis, and a recipient of Swiss National Science Foundation research grant "Early-Postdoc Mobility". He received his PhD (summa cum laude) from the Swiss Finance Institute and University of Zurich, under the supervision of Marc Paolella, Walter Farkas, and Loriano Mancini. He has a Postgraduate Diploma (summa cum laude) in Economics from the Institute for Advanced Studies in Vienna, Austria, and Master and Bachelor Degrees in Mathematics from the University of Warsaw (MIMUW), Poland. Pawel is an expert in time series modeling, machine learning, and big data. His research has applications in asset allocation, statistical arbitrage, and risk management. Together with AAAccell Ltd., he developed a portfolio engine for cryptocurrencies, which helps investors by automating a risk-optimized portfolio. The product is based on machine learning and quantitative finance methods and it will be released to investors later in 2019.
Charles helped found blockchain solutions provider Blockchain Ready. He is a graduate of the Schulich School of Business at York University, specializing in finance and served as a Research Associate at Blockchain Lab. He is also in the process of earning his Law Doctorate from Harvard University.
Claudio has over 30 years experience in finance ranging from public accounting to financial control, reporting and management in the biotech, manufacturing and transportation industries in Canada, the US and Europe. Claudio has also served at 407 as Managing Director, Finance from 2002 to 2018.
Marek is a former Professor in the Masters of Business Analytics Graduate Program at the Schulich School of Business at York University. He is also a Co-founder nof the York University Blockchain Lab. Marek has worked with the Blockchain Research Institute (BRI); is working with the United Nations, and National Institutes for Standards and Technologies (NIST)
Jacob is an experienced trader and investor in cryptocurrencies and crypto mining. He began his career at Plasma Capital Partners, managing accounts specializing in crypto; and has experience trading for select HNW investors. He also has extensive experience in risk management and automated trading.
Tim Zhang is Senior Manager of Due Diligence & Advisory Group at Ontario Teachers' Pension Plan Board. Tim's group employs a risk based approach towards conducting enterprise risk assessment for external investment managers prior to OTPP proceeding with an investment decision. His group consults with the OTPP's Investment Division on how best to structure the proposed investment deals; as well as selects and manages key infrastructure providers including managed account platforms, fund administrators, valuation agents, compliance consultants, background check providers and other service providers.
Before joining Teachers' in 2013, Tim was Vice President at Citi Hedge Fund Services where he helped establish Citi's Global Investor Service Center in Toronto. Prior to that, he was Vice President at Citco Fund Services where he was responsible for overseeing outsourced fund mid/back office operations for a number of large global hedge / private equity fund clients. Before Citco, Tim worked at Credit Suisse, First Boston as a Treasury Product Controller.
Henry is a Professor at the Schulich School of Business at York Univesity. He is a Co-founder of the Blockchain Lab at Schulich. Henry is considered one of the leading blockchain scholars in Canada and has published more than 60 peer reviewed scientific articles on enterprise modelling AI, and blockchain. He is also the recipient of numerous research and teaching awards.
Julie Cays is the Chief Investment Officer at the Colleges of Applied Arts and Technology (CAAT) Pension Plan which is the jointly sponsored, defined benefit pension plan for the employees of the Ontario college system and several other employers. Julie joined CAAT in 2006 and has been instrumental in shaping the $10 billion CAAT investment portfolio to meet the Plan’s long term funding goals. She has more than 30 years of capital markets and pension investment experience gained in various treasury and risk management roles at CIBC and as a Vice President at Healthcare of Ontario Pension Plan (HOOPP).
Julie is Vice Chair of the Canadian Coalition for Good Governance, Chair of the Investment Committee of the J.W. McConnell Family Foundation, and past Chair of the Pension Investment Association of Canada.
Born in Toronto, she received her degree in economics from the University of Waterloo and has her Chartered Financial Analyst designation
Jose obtained his BSc in Software Engineering from the Schulich School of Engineering, at the University of Calgary. He has experience working as a developer intern with IBM, BPM Software, Critical mass, and Blockchain Engineer with Adappcity. He has also worked as a Software Engineer with Bitcoinbrains, and Dapp Developer with Polymath.
Danilo heads Ontario Teachers' hedge funds program. His team manages the allocation to global hedge funds across multiple strategies. He joined Ontario Teachers' in 2005 as part of the Emerging Markets.
Fixed Income team. Danilo serves on the Counterparty Credit Committee, a cross department group that reports to the Fund's Investment Committee on decisions related to bilateral agreements with banks and dealers, as well as on the Fund's Emerging Markets Committee.
He worked at JPMorgan in its London office as a member of the debt capital markets origination group, covering European financial institutions and the Republic of Italy. Danilo holds a Master in Financial Economics from the University of Toronto, he is a CFA charter holder and he has an ICD.D certification from the Institute of Corporate Directors.
Jorge Bolivar Almela chairs the Bolívar family foundation I&C, Inversión y Cooperación. Jorge founded I&C with the goal of promoting social inclusion through financial education and technology.
I&C focuses one main initiative, “Saving for Learning” (www.savingforlearning.org) which enables wealth creation at the base of the pyramid through community training and saving groups. I&C’s Qmobile cloud technology helps in providing governance, quality control and impact measurement.
Jorge holds a Mining Engineer degree from the Universidad Politécnica de Madrid. In 1987 he established the first venture in Spain that provided quantitative financial advice (ETS Asset Management Factory, www.ets.es). That first company evolved into a group which currently provides a variety of services, from fintech (Techrules, www.techrules.com) to robo-advisory (Gear Investments, www.gearinvestments.com).
Jorge is an active advocate of community-led microfinance as a scalable and self-sustainable way to fight poverty and empower grass-roots levels of society.
Diego has a degree in Law and is specialized in financial regulation and financial markets. He has extensive experience in private banking and investment business. For the last 15 years he was responsible for legal, regulatory compliance and internal audit of prestigious financial institutions.
Since 2002 he also runs his own law firm which advises companies in international business development.
He is member of the illustrious bar association of Madrid (Regulated Law School of Madrid).
Since the beginning of his professional practice he is part of the team of free sponsorship lawyers who provide professional services to people without economic resources.
Since his university days, he has been a volunteer in several NGO's of international cooperation with emerging countries. Currently he is volunteer and collaborator in the humanitarian work of the Order of Malta.
Beatriz Rumbos studied Mathematics and Physics as an undergraduate at the National Autonomous University (UNAM) in Mexico City. She then went on to obtain a Ph.D. in Mathematics at McGill University and a Ph.D. in Economics at Texas A&M University.
After working at the Institute of Mathematics at UNAM for a 8 years, in 1996 she became a full time member of ITAM’s faculty. In 1997 she was named Mathematics Department Head, where she supervised a major overhaul in the Mathematics curriculum, mainly for Economics and Law Majors.
In 2010, Dr. Rumbos was appointed Dean of Actuarial Science, Mathematics and Statistics. She oversees three academic Departments (Actuarial Science, Mathematics and Statistics), two undergraduate degrees (Actuarial Science and Applied Mathematics) and two graduate programs (Data Science and Risk Management).
She has been a visiting scholar at Texas A&M University and University of Toronto and has numerous publications in the areas of Non-Commutative Rings, Quantum Logic, Economic Dynamics and Decision Theory. She has also written several mathematics textbooks and is a co-author of a series of children’s books on introductory economic concepts.
Richard has 20 years of experience in asset management, German Financial Authority (BAFIN) certified hedge fund manager. Richard has also served as a member of the investment committee at a big Swiss bank responsible for SF 100 billion and Is a Board Member of Zobel Values AG
Hashiam is a Lead Machine Learning Engineer at Dessa, where he applies his advanced knowledge of deep learning to solve business problems for enterprise clients in diverse industry verticals. Hashiam is an expert at dissecting the latest AI research and techniques and has been at the forefront of multiple deployments that have driven millions of dollars in value. He played a pivotal role in establishing Dessa as the first Canadian partner in NVIDIA’s exclusive network of deep learning solutions providers. His technical expertise was first cultivated at the University of Toronto, where he achieved a Masters of Science in Pure Mathematics focusing on probability and stochastic PDEs.
Prof. Dr. Olav Noack currently works as a professor at DHBW Stuttgart and is responsible for Zobel Values AG, a Single Family office in Germany and Switzerland, and has an extensive background in finance, management consulting and accounting. He has served as the CEO Switzerland and Executive Member of the Board for Baloise Group, one of Switzerland’s largest insurance companies. He was responsible for the Baloise Bank SoBa and the insurance business. He has also served as a Managing Director for Barclays Bank, heading the global fund business for the private bank and retail bank and serving as a member of the Global Investment Committee. Additionally, Mr. Noack has served as a member of the Global Financial Planning Committee of UBS, where he managed all UBS life insurance business and has 7 years of experience working for McKinsey & Company, in both their financial services and industry practices. He has also worked as an audit supervisor at PWC. He holds a PhD in business administration, an MBA and a Master’s degree in political sciences, all from the University of St. Gallen.
Marco is the Chief Research Officer at SwissBorg, a wealth management platform bringing universal access to crypto assets. Previously, he was a hedge fund manager in London, UK with a focus on systematic strategies, he worked in Investment Banking in his early career and completed his business studies at ESADE in Barcelona.
Stephan has been Investment Manager Hedge Funds and Commodities at BVK since January 2015. Stephan received his Master of Science, Mathematical Finance and Actuarial Science from the Technische Universität München and his Bachelor of Science, Mathematics also from the Technische Universität München
Alik is a mathematician and data scientist, and holds a Master’s degree in Mathematics from the University of Toronto, as well as the CFA designation. Alik has extensive practical experience with machine learning, with a career focus in applying and creating machine learning algorithms to tackle problems within the financial services industry. As a data science leader in Omnia, Deloitte Canada's AI Practice, he has built models and led teams that created cutting edge solutions in enterprise risk and other areas, creating practical machine learning solutions for complex business problems.
Alik is also focused on helping set the AI strategy, talent models, toolsets & general best practices for machine learning teams, internally at Deloitte and for some of the largest Canadian enterprises.
Alik has also created courses teaching data science and machine learning that have been delivered to hundreds of Deloitte practitioners, Deloitte clients, as well as his students through a machine learning course he delivers at the University of Toronto.
Allison Atkins is a Director in Scotiabank’s Cyber and IT Risk Management team within the Bank’s 2nd line of defense. Her focus is Cyber Risk, across the global enterprise.
Allison holds a BSc. Computer Science from Western University and commenced her career in Information Security in 1999 as a consultant focusing on penetration testing and security governance at one of the big 4 Audit and Advisory firms. She remained in the professional services space for the first decade of her career, maintaining a focus on Information Security Risk Assurance as well as IT Audit and Advisory.
While living in London, UK, Allison joined Aviva Insurance and held various global, IT Risk and Information Security roles over 4.5 years. Also in the UK, Allison took up the position as Head of Information Security for IFDS UK, subsidiary of StateStreet, a fintech service provider for the investment fund industry. After returning to Canada, Allison ran the Information Security program for IFDS Canada and held that role prior to joining Scotiabank in 2018.
Allison is certified with the CISSP, CISM, CISA, and CGEIT designations.
Benjamin Bernal is a former Policy Maker and IT Risk Examiner with 18+ years of experience in key managerial positions working for the Mexican regulator of the financial services (CNBV, Comision Nacional Bancaria y de Valores). He has developed multiple regulations on Information Technology related matters, including Digital Banking (on-line, mobile and phone banking, ABMs, POSs transactions, and cash management systems), Information Security, Privacy, AML, Branchless Banking, Third Party Risk Management, IT Risk, and regulatory reports for electronic banking transactions and customers’ complaints; he was part of the think tank to expand the financial inclusion in Mexico.
Joined Scotiabank in 2012, Benjamin is a Director of IT & Cyber Risk Management group, overseeing IT Regulatory Compliance matters, managing the relationship with regulatory bodies and providing advice and council on regulatory requirements across the bank; he also contributes to the Payments Canada modernization program.
Benjamin holds a Master’s of Administration and a BSc. Cybernetics and Systems Engineering from La Salle University in Mexico; postgraduate studies on Financial and Credit Risk Management from the Instituto Tecnologico Autonomo de Mexico (ITAM); and on Information Security from the Monterrey Institute of Technology and Higher Education (ITESM) in Mexico; holds professional the professional designations CISA, CISSP, CISM and CGEIT.
Mark Tower is a Director of North American Business Development at Lyxor Asset Management Inc. (“Lyxor Inc.”), a wholly-owned subsidiary of Société Générale Group. Mr. Tower joined Lyxor Inc. in December 2015. Prior to joining Lyxor Inc. Mr. Tower was an Institutional Sales & Business Development Consultant at UBP Asset Management from December 2013 to December 2014. Prior to that, Mr. Tower was Head of Institutional Marketing at Rock Maple Funds from 2009 through 2013. From 2004 to 2009, he was Vice President, Institutional Marketing at Muirfield Capital Management. Prior to that Mr. Tower handled Institutional Marketing at Refco Alternative Investments Group from 2002 to 2003. From 2000 to 2002 he was a Wholesaler at Ortbitex Financial Services Group. Mr. Tower has more than 15 years of experience with alternative investments, including hedge funds, fund-of-hedge funds, and liquid alternatives.
Mr. Tower serves as a board member for Friends of Firefighters and Badge of Honor Memorial Foundation, both non-profit organizations. Mr. Tower received a B.A. from Boston College.
MBA Financial Engineering, ICADE (Madrid, Spain).
Rafael García (54) started his professional career as a financial analyst and portfolio manager at Banco Santander.
In 1993, he founded SERFIEX, a Risktech, FinTech and RegTech company.
SERFIEX is nowadays the Spanish leader on financial and actuarial risk-management solutions.
Rafael has leaded or coordinated more than 250 projects on risk management and ALM for banks, insurance companies and asset management companies.
Rafael is also CEO of VALUEX (Valuadora y Proveedora de Precios del Perú S.A), a company created by SERFIEX and Bolsa de Valores de Lima (Peruvian Stock Exchange), in 2017. VALUEX is one of the two official pricing providers of the Peruvian financial industry.
Rafael is President of TUS OJOS, a Spanish film production company specialized on educational and childhood related movies.
Dr. Bernhard Kaufmann is the Group Chief Risk Officer at Munich RE since 2014. He completed his Diploma in Physics (1995) and obtained his PhD in Theoretical and Mathematical Physics (2000) at the Technical University of Munich. Bernhard has been working at Munich RE since 2000 and he has been Chief Risk Officer and Head of Integrated Risk Management at ERGO, Munich RE’s Primary Insurance business field, from 2008 to 2014.
Dr. Wang is the Chief Macro Analyst and Deputy Head of Research at China Industrial Securities Co. Ltd. Dr. Wang is also the Chief Economist of China Industrial Securities International Financial Groups Limited. Dr. Wang is a member of the China Finance 40 Young Economist Forum, a member of the Expert Consultation Committee of China Insurance Security Fund and a council member of the China Chief Economist Forum Prior to joining Industrial Securities, Dr. Wang was an economist at the CEMB Group and a member of the formal ISI-CEBM China research team. Dr. Wang received his Ph.D. at Washington University in St. Louis, and was a postdoc research fellow at Fredrich-Shiller University of Jena.
Mr. Yidong Zhang is the Chief Macro Strategist of Industrial Securities Co. Ltd., Deputy Head of Research, Head of Overseas Research Center. Mr. Zhang is also the deputy CEO of China Industrial Securities International Financial Groups Limited. Prior to joining Industrial Securities in 2006, Dr. Zhang was a strategist in Polaris Securities (Taiwan) from 2002-2006. Mr. Yidong Zhang received his Master’s Degree from Fudan University. He also got his EMBA degree from Shanghai Advance Institute of Finance of Shanghai Jiaoton University. Mr. Zhang is the only strategist who was received the No. 1 Best Analyst Award for all domestic ranking
James co-founded CAASA in response to industry support for a Canadian alternatives association to serve all aspects including: hedge / alternative strategies; private lending; private real estate; private equity; plus emerging areas where Canada is a leader such as digital assets / blockchain and robo-advisors.
Prior to CAASA, James was the Chief Operating Officer of AIMA Canada where his team of three worked with 12 committees to produce 50-60 events per annum across Canada, organize 100+ committee meetings, and increase member numbers over his 7-year tenure from 66 to 164 corporate entities.
James also has experience in research and writing for the CAIA Association as well as serving on CAIA’s Exam Council and as a grader for the Level II portion of the exam. He also had roles in institutional sales and FoHF structuring in Seoul, South Korea, as a Product Manager at ICICI Wealth Management, and an Investment Advisor at RBC Dominion Securities. He graduated from Simon Fraser University with a BBA (Finance).
Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP. A significant part of Jason's practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing advice to Canadian and non-resident managers with respect to registration and compliance obligations, and assists clients with regulatory reviews and audits.
Tim Friederich is a director in the Global Distribution Management team at Allianz Global Investors, which he joined in 2009. Based in the US, he is responsible for shaping AllianzGI’s global distribution strategy and its implementation in North America. In his previous role, he built up AllianzGI’s advisory and solutions services in the US, working with local business units to develop investment solutions tailored to clients’ individual investment needs. Prior to that, Tim worked with risklab, the provider of investment and risk-advisory services for AllianzGI, to develop risk-management and DC strategies. He also served as an investment advisor for client mandates. Tim has an M.S. in finance and information management from the Technical University of Munich and the University of Augsburg. He is a CFA charterholder.
Dr. Santiago Carrillo Menéndez has been the CEO of Quantitative Risk Research, S.L. (QRR) since June 2006. Santiago has been a professor in the Math Department of the Universidad Autónoma de Madrid (UAM), a position he has held since October 1st 1976. He is Board Member and Chairman of the Risk Committee of BME Clearing (CCP), since September 2013. Santiago received his PhD in Mathematics from the Université Pierre et Marie Curie (Paris), and his 2nd PhD in Science from the Universidad Complutense de Madrid. In 1990 he became Director of the Department of Mathematics at UAM and held this position for 3 years. He then became the Dean of the Science Faculty at UAM (two mandates) for the next 6 years. Since 1998, Santiago has been the Director of RiskLab-Madrid at UAM. He is an instructor with the MMF Program and has authored many prestigious articles and papers.
Dina Kamal is the Risk AI leader in Omnia, Deloitte’s Artificial intelligence practice, this includes Financial Crime, Cyber AI, and regulatory AI solutions. Dina also leads Deloitte’ cyber threat intelligence service globally. Dina has almost 20 years of experiencecovering various aspects of risk related to technology, cyber security, financial crime and enterprise risk management. While Dina focuses mainly on the banking sector in Canada and globally, Dina has served clients in the public sector and energy industries.
Bio: Matthew Rappard is the Co-Founder & Chief Technology Officer at Three Lefts. A graduate of Ryerson University, he started his career in television production while working at major networks such as CBC and Corus but always felt himself being pulled into the field of interactive. He switched into the development and production of interactive content for YTV, W Network, CBC Television, and BlackBerry through Loopmedia. He used his skills in this emerging field as a Special Effects Director and to lead the Interactive Development at Loopmedia in Toronto before founding Three Lefts with Romeo Ware in 2015, where he is the lead developer and technical strategist of Three Lefts platforms
My journey with TD began 20 years ago and over that time frame, I have held a variety of increasingly senior roles across Group Risk Management, TD Securities Operations & Technology, TD Securities Office of the Chief Operating Officer and the Enterprise Project Delivery Excellence (EPDE) Group. I have deep subject matter expertise in Capital Markets Risk Management, with experience in pricing trading instruments and implementing market and credit risk models. I led critical programs to design innovative market and counterparty credit risk platforms in alignment with strict regulatory deadlines. During my time in TD Securities, I also led the Global Business Services Transformation Program and ran the TDS Project Management Office, providing project management services across all Business and Technology units in TD Securities. In my current role as VP, EPDE, I am responsible for Program Delivery, Strategy and Business Management. I am accountable for a team of 20 Program Delivery Executives and 150+ practitioners who lead 30+ Tier 1 / Tier 2 Business Transformations, pan-Enterprise and Corporate Segment Programs. A graduate of the University of Toronto, I hold a Master's degree in Mathematical Finance and an Honours Bachelor of Science, with majors in Physics and Economics and minors in Mathematics and Statistics. I am an advocate for diversity and Women in leadership, I am a mentor for many colleagues across TD and an active member of the Corporate Office Chapter for Women in Leadership (WIL).
Andreas Park is an Associate Professor of Finance at the University of Toronto, appointed to the Rotman School of Management, the Institute for Management and Innovation, and the Department of Management at UTM, where he is the department’s associate chair. He currently serves as the Research Director at Rotman’s Financial Innovation Hub in Advanced Analytics, he is the co-founder of UTLedgerHub, and a lab economist for blockchain at Rotman’s CDL. He holds a PhD in Economics from the Cambridge University. Andreas teaches courses on FinTech and financial market trading trading, and his current research focuses on the economic impact of technological transformations such as blockchain technology. His work has been published in top journals in economics and finance including Econometrica, the Journal of Finance, the Journal of Financial Economics, and the Journal of Financial and Quantitative Analysis
Jonathan is the Managing Director for Research & Partnerships atRiskLab Toronto, and a Ph.D. Candidate for Mathematics at the University of Toronto. While his personal research interests now focus on pure mathematics, Jonathan comes from an academic background in applied mathematics, economics, statistics, and finance. Jonathan’s professional experience includes working on Capula Investment Management’s trading floor at their headquarters in London, UK – the largest relative value hedge fund in the world
While a graduate student at the University of Toronto, David was an associate member of the Quantitative Research group at Algorithmics Inc., a leading provider of software for financial risk management. He worked on numerous projects including mutual fund ratings, applications of optimization duality to pricing derivative securities, stochastic programming for risk management, and the development of software for a general system for solving financial stochastic optimization problems (a joint project with the University of Cambridge).
After graduation, Professor Saunders was CLR Chair in Corporate Finance and deputy director of RiskLab Cyprus (a financial risk management research laboratory) at the Cyprus International Institute of Management, as well as a research fellow at the HERMES European Center of Excellence on Computational Finance and Economics at the University of Cyprus. He then joined the faculty of the Department of Mathematics at the University of Pittsburgh, where he served as director of the department’s Professional Science Masters Program in Mathematical Finance, and supervised numerous collaborative projects between students and financial institutions including RiskMetrics (default boundaries and inverse problems in credit risk), Toronto Dominion Bank (calibration of credit risk models, optimal capital allocation, fast pricing of Bermudan swaptions), PNC Bank (default correlation and CDO pricing, statistical methods for operational risk), and Mellon Bank (mathematical models for operational risk).
Professor Saunders has served as a consultant for many financial institutions including the Bank of Nova Scotia (efficient computation of value at risk for Bermudan swaption portfolios), the Ontario Teachers’ Pension Plan (interest rate risk management), the Cyprus Development Bank (credit portfolio management, equity risk management), and the Central Bank of Cyprus (market risk management). He is also a Senior Research Consultant at S&P Capital IQ.
Professor Saunders is the author of many articles on the subjects of risk management, portfolio optimization and derivatives pricing.
Rob is the President of State Street Managed Account Services, InfraHedge and has over 17 years’ experience in the financial services and asset management industry.
Prior to joining InfraHedge, Rob was in the Chief Investment Office as Head of Investment Product at Northern Trust responsible for over $280b of Northern Trust’s investment platform. As Head of Investment Product, Rob was in charge of the construction and management of the Investment Platform including internal and external investment manager products. In addition, Rob previously was Global Head of Valuations which entailed in depth credit research, financial modelling and quantitative analysis to Equity, Fixed Income and Alternative portfolio Managers.
Rob sat on the firms’ Investment Advisory Committee, Investment Governance Committee, Centrally Managed solutions Committee, ESG Council and Commissions & Trading Committee.
Previously, Rob worked at PIMCO on the Fund Statistics team in Newport Beach, CA and AVM, a $5.2B hedge fund invested in fixed income arbitrage, long/short credit and tail hedging and volatility strategies.
Rob’s broad executive responsibilities involve developing long-term strategy, executing operating plans, managing client and vendor relationships and developing and retaining talented professionals.
Rob holds a Bachelor of Science from St. Michael’s College, a Statistics and Operations Program from the Massachusetts Institute of Technology and a MBA from University of Chicago - Booth School of Business
Don Mumma is a Managing Director at AxiomSL, overseeing the Risk Management Practice. Prior to joining AxiomSL, Mr. Mumma spent twenty years as a financial services executive, market participant and risk management specialist with JPMorgan Chase, Credit Suisse and Toronto-Dominion Bank, where he spearheaded its entry in the U.S. market. Mr. Mumma holds a B.S. in finance from Miami University and an MBA in finance from Ohio State University. He is an active member of a number of professional organizations including GARP, PRMIA and IAFE.
Rahul Raina is an Applied Computer Scientist, AA & AI Lead for the Specialist Team Unit for Central Canada region at Microsoft. In addition, he advises on Microsoft Canada’s Apps and Infrastructure initiatives closely tied to AI and Blockchain. Previously, Rahul worked at firms such as Bank of America, Bell Canada, Deloitte, and EY. In his last role, Rahul led innovative Blockchain, Big Data, and AI initiatives on Azure as a Sr. Consultant at EY in USA and Canada. Prior to EY, he served as an R&D Advisor at Rubix by Deloitte before it split and spun-off into Nuco which is now on the board of Enterprise Ethereum Alliance. Rahul holds MSc and BSc in Computer Science from the University of Oxford, and the University of Toronto, respectively. He also holds MBA from York University. In his spare time, Rahul serves on the advisory board of ColliderX as a Director of R&D to drive Blockchain and AI research in Canada.
Dr. Degong Ma is a Professor and Director of the Financial Department, School of Economics at Sichuan University, China, and the Director of China Society of World Economics. Dr. Ma previously visited New York State University (Binghamton), USA, Lund University, Sweden, Konkuk University, Seoul, South Korea, Gavle University, Sweden, Arizona State University, USA respectively as a visitor professor. His research interests include Interpretation of CNY Exchange Rate, World Economic Cycle, and AML. He has published various journal articles focusing on Credit Risk Assessment and The Impact of CNY Internationalization on China's Trade Competitiveness. In addition to his academic interests, Dr. Ma has actively involved in serving the business community and society, specifically around building a financial centre in Western China.
Omar is a machine learning Lead in Omnia AI, Deloitte Canada’s Artificial Intelligence Practice. He currently leads the data science and machine learning efforts for dTrax Natural Language Processing, overseeing NLP model design, architecture, evaluation and implementation.
Omar’s prime competency is data science and machine learning, with deep expertise in FSI analytics, and more recent work focusing on the implementation of deep learning algorithms and a variety of other technologies / approaches to process, interpret and structure legal contracts.
Omar’s background is in statistics and mathematics, and he holds a Master's degree in Mathematical Statistics from McGill University with a focus on Probability Theory. He also created and taught courses several undergraduate courses in Probability and Statistics, Linear Algebra, as well as Combinatorics.
Greg has been active in financial mathematics and modeling for some time now.He has experience in building, using and validating derivative valuation models and risk models (market, credit, liquidity) across public and private markets and a wide range ofasset classes.He holds a PhD in Applied Mathematics from Western University.He is currently the Director of the Model Validation Group at Ontario Teachers’ Pension Plan.In this role he leads a team of quantitative professionals in model risk governance and validation for the valuation and risk models in use by the fund
Lois Tullo is CRO & CCO at BlockMine Development Inc.(BMD) & Smart Contracts Capital (SCC),BMD is a sysdev company developing the software for SCC white label theissueregulatedofSecurity Token Offerings (STO’s)for Canadian companies thatare listed on the TSX. She is the leading Canadian Expert in managing Nonfinancial Risk at the Global Risk Institute. She has been teaching risk management and financial services at the Schulich School of Business for the past 20 years at the executive, MBA, and undergraduate level.Her publications include: “Back to the Future: 2007 to 2030”, “Strategic Implications of Cyber Dependency”,“The Global Risks and Trends Framework” and“Risk Management –Canadian Best Practices, How did they get there?”. Ms. Tullo was CFO at CIBC Finance Inc, responsible for Finance, Treasury, HR and interim risk management; Director of HR, Finance and Business Process Redesign at Unitel Communications; Management Consultant at Nolan, Norton Canada/KPMGwhereshe consulted on the link between business strategy and information technology architecture.Ms. Tullo worked in Ethiopia with Food for the Hungry, a relief and development organization.At TCPL, she provided systems design and data analysis.Lois is a CPA,C.A., she articled with Clarkson Gordon Toronto (E&Y) and PWC in Calgary, she has an EMBA from The Ivy School of Business, a B.Comm from the University of Saskatchewan, and holds her ICD.D.& CCO qualification. Ms. Tullois currently the Chair of Urban Promise, Jlt & Associates, VCof The Richview Residence Foundation, and a former BOD for Jameson Bank, The Boulevard Club, and the Girl Guides of Canada
Eelco Fiole, co-founder (2015) and sole Managing Partner of Alpha Governance Partners (AGP).With presence in Copenhagen, Geneva, London, Singapore and Zurich and Assets under Governance of USD 12 bn in 12 jurisdictions globally, AGP is the only jurisdiction-agnostic, conflict-free, pure play fiduciary partnership providing risk-focused professional directors to any vehicle investing in, allocating to or overlooking complex investments including fintech. Further,Eelco isthe CFO of Tezos, a nonprofit foundation based in Switzerland, which promotes asmart contract blockchain platform that improves itself through on-chain governance. In 2017, Tezosenjoyed one of the largest fundraising so far globally.The core mission of Tezos is to support the long-term success of the Tezos protocol and ecosystem.Also, Eelcois a.o. Adjunct Professor in FinanceEthics at HEC Lausanne,chairs the Annual Conference Advisory Group for the CFA Institute and regularly speaks on risk governance.Eelco gained almost a decade of fiduciary COO-and CFO-experience in alternative investments, emerging markets, wealth management and blockchain, incl. at Credit Suisse Asset Management with operational responsibility for USD 17 bn in alternativestrategies, (Zurich/London/NewYork). He was a consultant for 5 years incl. with PwC in Zurich and incl. a focus on frontier markets,and started his career in finance as an institutional banker with ABN AMRO in Amsterdam, after spending early years as an engineer in the oil-and chemical industry.Currently a candidate at the Social Innovation-degree programme at the University of Cambridge, Eelco completed degrees in Economics (PhD, Basel), Ethics (Zurich), Leadership (Madrid), Laws (London), Business and Engineering (both Rotterdam). A Chartered Financial Analyst (CFA) and Chartered Director (CDir), Eelco holds various other leading finance and management designations. Having visited 100+ countries and with almost 20 years of private exposure to China, he is based in Zurich and Singapore, and is fluent in English, German and his native Dutch, with a base in French, Spanish and Mandarin.
Wendy K. Tam Cho Professor with appointments in the Departments of Political Science, Statistics, Mathematics,Asian American Studies, and the College of Law, Senior Research Scientist at the National Center for SupercomputingApplications, a Guggenheim Fellow (2015-2016), Faculty in the Illinois Informatics Institute, and Affiliate of the ClineCenter for Advanced Social Research, the Computational Science and Engineering Program, and the Program on Law,Behavior, and Social Science, all at the University of Illinois at Urbana-Champaign.Her general research interests are in the development and application of computational and statistical models in the socialsciences. Her research is driven by a desire to discover creative and important ways for social scientific progress andsocietal advances to march alongside scientific and technological growth. Her work is highly interdisciplinary, capitalizingon the strengths of many individual disciplines by recognizing and integrating them into a collective approach. Her aim isto harness the power of information by developing statistical and mathematical models to guide computing technologytoward intelligent information extraction. Her scholarly publications have appeared in the fields of Political Science,Geography, Statistics, Economics, Computer Science, High Performance Computing, Operations Research, Physics, AsianAmerican Studies, Racial and Ethnic Politics, and Law. Her research has been supported by multiple grants from theNational Science Foundation (political science, statistics, and engineering programs) as well as computing allocationgrants on the Blue Waters Supercomputer.
Lexuri Fernández studied a Bachelor degree in Mathematics from the University of the Basque Country. After her graduation in 2008, Lexurijoined the interuniversity Master Program 'Quantitative Finance and Banking' at the University of the Basque Country. In September 2015 she completed her PhD 'Selected Topics in Financial engineering: First-exit times and dependence structures of Marshall--Olkin kind' at the University of the Basque Country under the supervision of Prof. Dr, Matthias Scherer (TUM) and Prof. Dr. Luis A. Seco (University of Toronto). From March 2012 until July 2015 she has been at the Chair of Mathematical Finance (TUM), Germany, and since February 2016 she is a Postdoc. In 2017 she has been a postdoctoral researcher at the Université catholique de Louvain (UCL), Belgium
I help businesses solve challenges better by mapping future scenarios collaboratively more clearly for their industry. I do this by combining complex adaptive systems think- ing and scenario planning. I was formerly an executive for a $60 billion investment rm, a tenured academic in applied math- ematics, adjunct professor at a business school and consulting rm founder and owner. I have collated all the lessons learned and developed a tangible, teachable process for monitoring and harnessing complex adaptive system.
I have a PhD in Applied Mathematics and modeled ecosystems, biological systems and aspects of nancial markets for the past 20 years. My work at the Santa Fe Institute, where I was a Fellow, exposed me to under- standing commonalities across systems. My rst degree was in applied mathematics and molecular biology, followed by an honors degree in biomedical engineering, masters coursework in pure mathematics and a PhD in applied mathematics.
Mariana Mota Prado obtained her law degree (LLB) from the University of Sao Paulo, and her master's (LLM) and Doctorate (SJD) from Yale Law School. She is currently an Associate Professor at the Faculty of Law, University of Toronto and Associate Dean (Graduate Studies). Prior to joining the University of Toronto in 2006, she worked for the Private Participation in Infrastructure Database Project at the World Bank, and was a fellow of the Olin Center for Law, Economics and Public Policy at Yale Law School. A Brazilian national, she has taught courses at Centre for Transnational Legal Studies in London, Direito Rio - Getulio Vargas Foundation Law School in Brazil, ITAM Law School in Mexico, Los Andes Law School in Colombia, and University of Puerto Rico School of Law. Her scholarship focuses on law and development, regulated industries, and comparative law.
Professor at the Department of Statistical and Actuarial Sciences at Western University. He has authored over 50 papers in Mathematical Finance, Applied Mathematics and Statistics having published, among others, in Journal of Banking and Finance, Journal of Economic Dynamics and Control and Quantitative Finance. He has supervised more than 40 HQP.
A serial entrepreneur Elaine has successfully built teams and realigned business strategies for over 15 years. She recently launched Disruption Ventures, a Fund VC fund that invests in female founded and managed companies. This was a natural progression for Elaine as she has spent the past 6 years consulting and advising start-ups and early stage companies, helping them reach their goals and access financing. Prior to consulting, she was CEO of B5Media. The company was sold to Alloy Digital in April 2012.Elaine was also the CEO of Ziplocal which was sold to Canpages in 2009. She spent over six years atToronto.com, Canada’s top online regional portal and started her online career in Business Development at Grey Advertising in 1998. A recognized expert in the digital media space, Elaine has spoken at premier events such as Exceptional Women in Publishing, McMaster Professional Development Day, DigiDay’s Digital Publishing Summit,Internet Week New York and the 2011 Marketing to Women Conference
V. Kumar Murty is Professor of Mathematics at the University of Toronto. He obtained his BSc from CarletonUniversity and PhD from Harvard University. He works in the areas of number theory and algebraic geometry,and their applications to Information Technology. He has published more than 100 papers and 8 books in these areas. He holds two patents and has been involved with a number of startups. His research has been recognized with the prestigious SteacieFellowship and election to the Royal Society of Canada as well as election to the National Academy of Sciences (India). During 2008-2017, Kumar served as the Chair of the Department of Mathematics and helped create the Centre for Applied Mathematics, to drive mathematical innovation.Last year he was awarded the Connaught Global Challenge Award (together with Mariana Prado of the Faculty of Law and Joseph Wong of the Munk School) to study a scalable architecture for smart villages.
A serial entrepreneur Elaine has successfully built teams and realigned business strategies for over 15 years. She recently launched Disruption Ventures, a Fund VC fund that invests in female founded and managed companies. This was a natural progression for Elaine as she has spent the past 6 years consulting and advising start-ups and early stage companies, helping them reach their goals and access financing. Prior to consulting, she was CEO of B5Media. The company was sold to Alloy Digital in April 2012.Elaine was also the CEO of Ziplocal which was sold to Canpages in 2009. She spent over six years atToronto.com, Canada’s top online regional portal and started her online career in Business Development at Grey Advertising in 1998. A recognized expert in the digital media space, Elaine has spoken at premier events such as Exceptional Women in Publishing, McMaster Professional Development Day, DigiDay’s Digital Publishing Summit,Internet Week New York and the 2011 Marketing to Women Conference
More Speakers Will be Added Soon