Women in the Financial Industry

September 28, 2018
SOLD OUT! Fairmont Royal York Hotel, Toronto (Imperial Room)

Women in the Financial Industry: Empowering Personal Progress

September 28, 2018
The Fairmont Royal York Hotel, Toronto




9:00 a.m.
Coffee and Registration




9:30 – 9:35 a.m.
Opening Remarks from TC Media




9:35 – 10:20 a.m.
Session 1: Keynote Speaker
You Can Empower Yourself to Make Your Career Dreams Happen – What to Do and NOT to Do

Before founding HollywoodLife.com, Bonnie enjoyed a long and accomplished career in the magazine and newspaper world. She landed her first editor-in-chief job at Canadian national fashion magazine, Flare, before moving to New York City. YM, Marie Claire, and an Advertising Age’s Magazine Launch of the Year Award later – Bonnie became editor-in-chief of Cosmopolitan, where she reversed the circulation downturn and raised newsstand sales by 18% in her first year. From there she became editor-in-chief of Glamour, then created the modern celebrity newsweekly when she relaunched Us Weekly magazine. Eight years ago, she launched successful digital destination for millennial women, Hollywoodlife.com. Listen to Bonnie Fuller, president and editor-in-chief of HollywoodLife.com, as she gives you advice on how to empower yourself to fulfill your career aspirations, giving advice from her own experiences of starting with nothing but dreams, to being able to keep her finger on the pulse of young women for three decades, to overcoming obstacles, and succeeding in turbulent media times.

Speaker:
Bonnie Fuller, author, Canadian/U.S. media executive, editor, HollywoodLife.com

[Download Bonnie's Presentation]



10:20 – 10:40 a.m.
Networking Break




10:40 - 11:20 a.m.
Session 2: Keynote Speaker
Embracing Your Ambition: Taking Risks and Putting Your Hand in the Air


Placing yourself front and centre in your career plan is often harder said than done. In addition to having experienced commercial success in entrepreneurial and leadership roles, this speaker will discuss how she has helped pay it forward by supporting women’s ambition through both formal programs on achieving career success and direct mentoring. She will highlight her founding and leading programs like The Judy Project, An Enlightened Leadership Forum for Executive Women at University of Toronto for the last 16 years, one of Canada’s leading executive forums, uniquely designed to support and prepare women who are ascending into executive leadership and C-suite positions, the CFA, Alpha Mentorship Program, Go Sponsor Her and #movethedial. Listen as Moorehead explains leading gender diversity initiatives focused on driving corporate success through diversity and offers concrete examples and practical advice on achieving your ambitions.

Speaker:
Colleen Moorehead, chief client officer, Osler, Hoskins & Harcourt





11:20 a.m. – 12:05 p.m.
Session 3: Corporate Commitment to Women Panel

In the last 60 years, the age and sex structure of the Canadian population has changed considerably, according to Statistics Canada. On top of that stat, gender diversity continues to be an important topic of discussion; not only do women represent more than half of the Canadian population, they are growing in their economic influence. However, women continue to be underrepresented in leadership roles. It’s important each individual’s talents are recognized and invested in and each person has the opportunity to create the work schedule they desire so they may experience work life balance. This panel will cover topics ranging from the differences in each panelist's workforce and how they have promoted their own diversity, innovation and career growth.


Moderator:
Melissa Shin,
editorial director, Advisor's Edge and Investment Executive

Panelists:
Josée Dixon, senior vice-president, group and business Insurance, Desjardins Insurance
Diana Godfrey, senior vice-president, human resources, Fidelity Canada
Heidi Novaes, vice-president, head of marketing, product management, Capital Group
Sarah Riopelle,, vice-president and senior portfolio manager, RBC Global Asset Management




12:05 – 12:55 p.m.
Lunch and Networking




12:55 – 1:40 p.m.
Lunch Keynote:
The Power of You, Inc. – Growing Your Million-Dollar Investment

As a financial pro, you work with investments every day. But the most valuable one is right under your nose: you, and your ability to earn. This session will explain how to nurture your most important investment by appreciating your own worth and welcoming strategic risk into your life. Learn how seeing yourself as the President and CEO of your own personal corporation can fast-track your career. Under that framework, you’ll be empowered to face your fears head-on and embrace your best self.

Confirmed Speaker:
Kelley Keehn,
personal finance educator, author and media personality


[Download Kelley's Presentation]



1:40 – 2:25 p.m.
Session 5: Leadership Storytelling

2018 has been a landmark year for women to break free of old stereotypes and assert themselves in the workplace. Progress has been made, but the financial industry remains a challenging environment for women to excel at the same pace as their male counterparts. TC Media has invited executives to share their personal stories of breaking the glass ceiling.

Moderator:
Caroline Cakebread,
editor, Canadian Investment Review and chair of Credit Canada

Panelists:
Lori Landry, chief marketing officer, Sun Life Global Investments
Lovisa McCallum, desk head and managing director, BMO Capital Markets
Adrienne Young, vice-president, director of credit research, Franklin Bissett Investment Management




2:25 – 2:35 p.m.
Quick Break




2:35 – 3:30 p.m.
Collaboration Workshops and Solutions

​When you registered, we asked you to share your greatest personal or professional career challenge. We have gone through the answers in aggregate and taken each one to heart. Now it’s time to develop solutions. This session will ask you and nine other women to review a selected challenge and to formulate advice to overcome that challenge. After 30 minutes of discussion, each group will share their table’s challenge and their recommended advice.




3:30 p.m.
Closing Remarks and Cocktail Reception



For information on the speakers, please contact Jennifer Hughey, Conference Editor

Keynote Speakers


OPENING KEYNOTE

Bonnie Fuller

Bonnie Fuller
Bonnie Fuller is president and editor-in-chief of HollywoodLife.com and a PMC senior advisor. HollywoodLife.com, led by Fuller, launched as a website and key destination for women ages 18 to 34 in November 2009. Before founding HollywoodLife.com, she enjoyed a long and accomplished career in the magazine and newspaper world. She landed her first editor-in-chief job at Canadian national fashion magazine Flare, before making the move to New York City to become the editor-in-chief of teen magazine YM, which competed against the behemoth Seventeen magazine. When Fuller started at YM, the publication had a newsstand circulation of 700,000 versus the competition's 1.7 million; by the time she left, YM’s newsstand sales were within 25K of Seventeen’s. She was hired to launch the American version of Marie Claire, for which she and her team earned Advertising Age’s Magazine Launch of the Year Award in 1994. Following Marie Claire, Fuller succeeded the legendary Helen Gurley Brown as editor-in-chief of Cosmopolitan, where she reversed the circulation downturn and raised newsstand sales by 18% in her first year. For this, she was named Editor of the Year by Advertising Age for her redesign and modernization of the magazine. She has also had leadership roles at Glamour magazine, Us Weekly, and in July 2003, she served as executive vice-president and chief editorial director of American Media Inc., where she was responsible for overseeing AMI’s 16 weekly, bi-weekly, and monthly magazines, including Star, Shape, Natural Health, Country Weekly, and Men’s Fitness. Under Fuller's leadership at AMI, Star successfully relaunched from a tabloid to a glossy magazine, resulting in the magazine’s paid circulation increasing to more than 1.5 million. Bonnie stepped down from her position in May 2008, but remained the editor-at-large at Star and a consultant to AMI. Bonnie has been a regular contributor to the Today Show, Good Morning America, Access Hollywood, Good Day New York, Inside Edition, CheddarTV, FOX Digital News, CNN New Day, HLN, and CTV News. She has blogged for The Huffington Post and authored the bestselling book The Joys of Much Too Much: Go For the Big Life – The Great Career, The Perfect Guy, and Everything Else You’ve Ever Wanted. She his also a member of the University of Toronto Alumni Group. Bonnie married architect Michael Fuller in 1983, and the couple have four children together. The Fullers currently reside in Westchester, New York.  




MID-MORNING KEYNOTE

Colleen Moorhead


Colleen Moorehead

Colleen Moorehead is chief client officer at Osler. She is responsible for implementing Osler’s client-focused business development strategy. Moorehead works closely with the managing partner and the members of the firm’s Client Relations Committee to deepen and strengthen existing client relationships and also provides advice and guidance on new markets and business development opportunities. She has extensive experience building successful companies and valuable brands. She is a respected business leader with senior management experience in financial services, technology, business and web-based services. Moorehead has held a variety of corporate leadership positions and has a deep understanding of business development strategy in the services sector. She has had a long successful career in the financial services industry that spans over 20 years. She began her career at Merrill Lynch and CIBC. Moorehead was a co-founder and president of E*TRADE Canada – building the firm from its pioneering roots as an e-commerce start-up to its position as the largest independent on-line investment firm in Canada. She also served as vice-president and general manager of E*TRADE Financial Global Corporate Services. In her role as president and CEO of Nexient Learning, Moorehead successfully restructured and recapitalized this company, transforming it into Canada’s leading corporate learning and skills development provider. As Entrepreneur in Residence at the private equity firm Signal Hill Equity Partners she worked to identify and evaluate new Canadian mid-market investment opportunities and also assisted portfolio companies with strategy execution. Prior to joining Osler, she was head of marketing at East Coast Fund Management, a hedge fund firm launched by the former heads of TD Securities and Scotia Capital. Moorehead is also the chair of the Governance Committee and Board member of Solium Capital (SUM-TSX).




LUNCH KEYNOTE

Kelley Keehn


Kelley Keehn

Kelley Keehn has developed a number of fun and practical guides to uncover and change people’s money mindsets at a fundamental level. She helps audiences discover the “inner games” we play surrounding wealth, regularly appearing on TV and radio, and is the personal finance authority on CTV’s The Marilyn Denis Show. She is also an award-winning and best-selling author of nine books on personal finance and fraud protection including, A Canadian’s Guide to Money-Smart Living (published by the Chartered Professional Accountants of Canada), Protecting You & Your Money: A Guide To Avoiding Identity Theft and Fraud, The Woman’s Guide to Money and The Prosperity Factor for Kids. She is also the Consumer Advocate for the Financial Planning Standards Council. After spending more than 10 years as a financial professional and 14 as a personal finance educator, Keehn discovered that whether someone has a billion in the bank or is a million in the hole, everyone has money problems! While working in the banking and financial industry, she witnessed how emotions can reinforce the problems that individuals have with money. Keehn appears on popular radio and TV outlets around the globe. She was a regular contributor for CNBC in New York, a nationally syndicated columnist with CBC Radio, and host of BURN MY MORTGAGE. She has also written many columns and published articles as a weekly columnist for The Globe and Mail, Tangerine Bank, and Meridian Credit. She’s also been quoted in O, The Oprah Magazine. Keehn was proud to serve on the National Steering Committee for Financial Literacy and today, is a board member for Money Mentors, an affiliate member for the OECD’s International Network on Financial Education, a committee member on the Financial Consumer Agency of Canada’s Consumer Protection Advisory Committee and the Consumer Advocate for the Financial Planning Standards Council.



Session Speakers and Panelists



Josée Dixon

Josée Dixon

Josée Dixon is senior vice-president of Group and Business Insurance at Desjardins Insurance. She joined Desjardins in 2013 bringing with her 25 years of experience in the financial services, group retirement and group insurance industries. Over the course of her career, Dixon has held progressively senior management positions at Sun Life and Desjardins Insurance. Under her direction as vice-president of sales, and then senior VP, Desjardins Group and Business Insurance, the company has significantly increased its pan-Canadian market share. Most notably in British Columbia, Ontario and the Prairies where premium revenues have increased by 34%, 42% and 65% respectively since 2013. She is a recognized leader, actively engaged in shaping the future direction of the benefits industry and the way it innovates. She established an ongoing partnership with the international organization, Hacking Health, to launch Hackathon events across Canada. These events bring hundreds of local app designers, healthcare professionals, plan sponsors and plan members together to brainstorm on innovative solutions for health problems that will benefit group insurance clients and society in general. Dixon has been nominated for numerous industry awards, including a leadership award from the Women in Finance Association of Quebec and an industry leadership award at the 2016 Workplace Benefits Awards. She is the 2018 Honorary President of the Fondation logis rose virginie annual fundraiser for women in need, and she has held director positions on the boards of Les Grands Ballets Canadiens and the Canadian Club of Montreal. She holds a Bachelor’s Degree in Commerce with a major in marketing and finance, and she is a Certified Employee Benefit Specialist (CEBS) and a Conseiller agréé en avantages sociaux (CAAS).








Diana Godfrey

Diana Godfrey

Diana Godfrey is senior vice-president of human resources with Fidelity Canada. Godfrey joined Fidelity in 1995 and now has an impressive 25 years of industry experience under her belt. She serves as head of human resources for and is also a member of Fidelity Investments Canada’s Senior Executive Team. Her career started at Diversey Wyandotte in accounting, followed by Royal Bank in corporate services. Just before joining Fidelity, Godfrey was head of human resources for a division of Sandvik Canada Inc., a multi-national engineering company specializing in mining and rock excavation, metal-cutting and materials technology. She assumed this role following the acquisition of SKF Dormer, where she led the accounting department. On the charitable end, she has served for over nine years as a board director for the Milton Community Resource Centre (MCRC), a not-for-profit, multi-service organization that provides services to children and families of Milton and surrounding communities. She also serves as Chair of the HR and governance committees for MCRC. More recently, Diana joined the fundraising committee of the Milton Hospital Foundation.

 




Lori Landry

Lori Landry

Lori Landry is chief marketing officer of Sun Life Global Investments. She holds a number of key responsibilities, including overseeing the marketing and brand strategy. And in addition to helping grow the retail side of the business, she also heads the institutional marketing team, which works with plan sponsors, consultants and advisors to incorporate the company’s innovative solutions into their group retirement plans. After joining Sun Life in 2003 as assistant vice-president marketing and plan member education, Group Retirement Services, Landry advanced through a number of senior leadership positions before moving to Sun Life Global Investments. From the outset, Landry has focused on creating a client-first culture and has offered financial advisors key insights into how they can build their business by developing their own unique brands. She has also led a national discussion on women and investing by creating the Sun Life Global Investment Women's Investment Symposium – a venue that gives female advisors the knowledge they need to help women through every stage of their financial lives. Landry is a former journalist, editorial director and publisher of a number of business magazines, including Benefits Canada, Avantages, Canadian Investment Review and Advisor's Edge magazines. She has also been recognized with a number of national and North American journalism awards for her work as a financial and healthcare writer and commentator. She holds a BA in English and Communications from Wilfrid Laurier University and is a member of its Faculty of Arts Advisory Board. She also sits on the Board of Directors of the IFSE Institute, the education arm of the Investment Funds Institute of Canada (IFIC), and helps promote Children First Canada, a not-for-profit organization that helps further the health and welfare of Canadian children.




Lovisa McCallum

Lovisa McCallum

Lovisa McCallum has 28 years of experience in BMO Capital Markets with leadership roles and trading responsibility for various interest rate derivatives, structured notes and credit risk product. She has substantial experience in building out new product trading and risk infrastructure. Prior to joining BMO Capital Markets, McCallum worked in Corporate Treasury providing Balance Sheet analysis and measuring interest rate exposures. Outside of the work environment, she has more than 18 years of experience as a Board Member in the not-for-profit Health Sector. She held director positions with Cystic Fibrosis Canada and Sherbourne Health Center. McCallum currently serves on the Michael Garron Hospital Board of Directors and is chair of the Finance & Audit Committee. As a passionate public speaker, advocate and media spokesperson, she was awarded the National Leadership Breath of Life Award by Cystic Fibrosis Canada. She also received the Award for Leadership from Woman in Capital Markets. Woman of Influence Magazine has recognized McCallum as a Canadian Diversity Champion. She is also an active motivational speaker and a mentor at BMO. She has a Bachelor of Commerce from Queen’s University, is CFA certified and has an ICD.D designation from the Institute of Corporate Directors.



Heidi Novaes


Heidi Novaes

Heidi Novaes is vice-president and head of marketing and product management for Capital Group in Canada, as well as a member of the management committee overseeing Capital Group’s Canadian business. As part of Capital Group’s Diversity & Inclusion initiative, Novaes leads a group of 450 women across the firm’s North American offices. She has been at Capital Group since 1992, working first in U.S. mutual fund sales and later as an Investment Communications writer and editor. Prior to joining Capital, she was a consultant with a boutique investment bank in New York. She holds a bachelor’s degree in French Studies from Smith College and also studied at L’Université de Genève, Switzerland. Novaes is active in mentoring and inspiring women and girls, offering outreach on career planning, building confidence, navigating widowhood, and saving and investing. She is an admissions representative for Smith College, a private liberal arts college for women, and serves on the boards of the Alumnae Association of Smith College and the Ketchum-Downtown YMCA. She currently lives in Los Angeles.





Sarah Riopelle


Heidi Novaes

Sarah Riopelle is vice-president & senior portfolio manager, Investment Solutions with RBC Global Asset Management. Since 2009, she has managed the entire suite of Portfolio Solutions, including the RBC Select Portfolios, RBC Select Choices Portfolios, RBC Target Education Funds and RBC Managed Payout Solutions. In addition, she is a member of the RBC Investment Policy Committee, which is responsible for the investment strategy and tactical asset allocation for RBC Funds’ balanced products and portfolio solutions. Riopelle joined RBC Global Asset Management in 2003 as a senior analyst within Investment Strategy. From there, she moved to the Canadian Equity team, where she helped select stocks for the RBC North American Growth Fund and managed a portion of the RBC Canadian Equity Fund. Prior to joining the firm, she worked at RBC Dominion Securities in both the Quantitative Research and Investment Strategy groups. She began her career in the investment industry in 1996 after graduating from the University of Ottawa with a Bachelor of Commerce degree, majoring in Finance and International Management. She was awarded the Chartered Financial Analyst designation in 2001.




Adrienne Young


Adrienne Young

Adrienne Young is a vice-president, director of Credit Research at Franklin Bissett Investment Management and has been with the organization since 2014. Young is co-lead manager of the Franklin Bissett Corporate Bond Fund (2016), Franklin Liberty Canadian Investment Grade Corporate ETF (since inception) and Franklin Liberty Core Balanced ETF (since inception). She leads the Franklin Bissett Fixed Income team's fundamental credit research process, collaborating with the portfolio management team and trading desk to drive the team's overall allocation to credit sectors and exposures to individual issuers. Prior to joining Franklin Bissett, Young was a senior vice-president, Consumer, Communications and Real Estate at DBRS. Prior to that position, she was a director RBC Capital Markets, in both the Counterparty Risk Trading Group and the Strategic Portfolio Management Group, providing fundamental credit analysis for fixed income portfolios spanning a variety of industries and geographies. She also spent 10 years at Credit Suisse, progressing from analyst in the Canadian Corporate Banking Group to director in the New York-based Portfolio Management Group. Young holds a B.A. from University of Toronto (Trinity College), an MA from University of Western Ontario and an International MBA from York University. She earned her Chartered Financial Analyst (CFA) charterholder designation in 1999.





For more information on the agenda or speaking, contact Jennifer Hughey -- Conference Editor.

The Fairmont Royal York Hotel

Just steps away from our famous doors in the heart of Canada's largest metropolis is an exciting mix of activities and attractions that will leave you exhilarated. From the theater, entertainment and financial districts, to shopping, sightseeing, and world-class sports facilities, The Fairmont Royal York hotel truly is ''at the center of it all'' in Toronto.


Fairmont Fairmont

100 Front Street West, Toronto, ON M5J 1E3

Telephone: 416 368 2511
Fax: 416 368 9040

Driving Directions:

From Lester B. Pearson International Airport
Follow signs to 427 South
From 427 South, take the Gardiner Expressway Eastbound
Follow along the Gardiner Expressway Eastbound
Take the Yonge/York/Bay Street exit
Follow along Bay Street going Northbound
Turn left onto Front Street for valet parking; entrance is on right

From Highway 401 (Eastbound or Westbound)
Exit on the Don Valley Parkway (DVP) Southbound
Exit on the Gardiner Expressway Westbound
Exit on Yonge Street North
Left on Front Street (Westbound)
Pass one set of lights (Bay Street)
Hotel is on right-hand side, across from Union Station

Valet Parking:
Valet Parking is available at the east doors of the hotel, off Front Street. In-and-out privileges are included.

For more information, please contact Joanne Merrick, Event Manager
For sponsorship information contact Alison Webb, Group Publisher, TC Media