Women in the Financial Industry - Toronto

September 18, 2019
Fairmont Royal York 100 Front St West, Toronto, Ontario M5J1E3, CA

Women in the Financial Industry

Creditworthy: navigating success as a woman in the financial industry
Across generations, women are facing unique challenges in the workforce. This year’s conference will explore common challenges and strategies for success as a woman in the financial industry. Expert speakers will take a deep dive into topics such as ending negative self-talk, taking credit where credit is due, mentorship and leadership storytelling. The event will also feature expert panels on topics including how corporations show their commitment to a diverse workforce and the experiences of women across generations.

Women in the Financial Industry will cost $249 plus tax to attend.

Women in the Financial Industry - Toronto

*Please note agenda is subject to change*

 

8:45-9:15 a.m.
Coffee and registration

9:15-9:20 a.m.
Opening remarks

9:20-9:45 a.m.
Icebreaker – It was the best advice, it was the worst advice
This session is a chance to network with other women in the financial industry and share the best and worst piece of career advice you’ve been given. At the end, participants will present the best and worst advice they’ve heard and submit their answers to be shared throughout the conference.

9:45-10:30 a.m.
Opening keynote: The tallest poppy

Employee satisfaction and productivity are major issues in workplace studies, and some research has focused on professional women. But very few studies have looked at the relationship women have with their co-workers and superiors and how that relationship affects not only their productivity, but their emotional and psychological well-being. The tallest poppy remedies that. It looks specifically at working women across Canada from all demographics and professions, and how their psychological health and workplace performance are affected by their interactions with both colleagues and supervisors. The results are discouraging and should be a wake-up call for companies and leaders across the country. An immediate change is needed to support women in the workplace, to encourage their accomplishments and shift the culture of toxic workplaces. This session will examine the results of the tallest poppy and include an interactive question and answer period with lead researcher, Rumeet Billan.

Speaker:
Rumeet Billan, chief learning architect, Viewpoint Leadership Inc.



10:30-10:45 a.m.
Networking break



10:45-11:25 a.m.
Unconscious bias and imposter syndrome: Evidence, challenges and strategies

This session will explore how to recognize and overcome unconscious bias and imposter syndrome. Going beyond anecdote, Fiona Rawle will examine data and evidence for both of these phenomena. She’ll investigate strategies for overcoming unconscious bias and imposter syndrome, and challenges inherent in doing so, drawing on examples from diverse fields, including finance, medicine, science, academia, and music.

Speaker:
Fiona Rawle,
associate dean, undergraduate, University of Toronto Mississauga


11:25 a.m.-12:00 p.m.
Corporate commitment to women panel
In this session, business leaders will share their journeys to the top and what their workforces do to encourage more diversity. How do they build a business case that it pays to have women in senior roles? How do they navigate being some of the few women in leadership positions? Panellists will discuss strategies, policies and tactics that work and don’t work and how they think the financial industry needs to evolve to ensure more diversity- moving beyond gender to other forms of diversity as well.

Speakers:
Lori Landry, chief marketing officer, Sun Life Global Investments
Pam Marchant,
vice-president and head of marketing, RBC Global Asset Management
Eliane O'Shaughnessy, vice-president, strategy, marketing and projects, Desjardins
Kelly Roberts, vice-president, national accounts, Fidelity
Karin Zauderer, executive vice-president, head of marketing Americas, PIMCO

 

12:00-1:15 p.m.
Lunch

 

12:45-1:15 p.m.
Finding power through process: How to manifest success by putting ideas into action
When inspiration causes creative forces to work within us, ideas begin to formulate, and we can feel our energy rise.  This excitement brings us to the fields of possibility. Frequently, however, we will put those ideas on a back burner or on a future “to do” list or even ignore them completely because we are too busy with everything else we are managing. Or perhaps we are afraid. Not every idea can be turned into a successful outcome, but in a world where differentiating ourselves is so important, what if we learned how to explore those ideas for just long enough to take action? In this presentation, Karen will share lessons learned from her personal journey of self-discovery and empowerment achieved through acting on ideas, being vulnerable and taking risks.

Speaker:
Karen Azlen
, chief executive officer and founder, Introduction Capital


1:15-1:45 p.m.
Original research spotlight session – Creditworthy: navigating success as a woman in the financial industry
In this session, Yaelle Gang, editor of Canadian Investment Review will present original research on how people in the financial industry navigate success, with a particular focus on the experiences of women. The research covers topics ranging from negative self-talk, taking credit for a job well done, receiving feedback, mentorship and navigating leave. It will also dig into people’s views on career progression. Drawing on the responses of hundreds of women and men from both the retail and institutional sides of the financial industry, this research will provide a snapshot of what it’s like to work in finance in 2019.  

Speaker:
Yaelle Gang, editor, Canadian Investment Review

 

1:45-2:30 pm.
Leadership storytelling panel
Storytelling is an essential tool that leaders can use to share their experiences and help build a culture in their workplace. They can also share experiences and lessons learn. In this panel, hear about the paths that successful women in finance have taken to the rise to the top, including their tales of defeat and triumph along the way.

Speakers:
Tuula Jalasjaa, founder, The Women's Collection
Shoghig Kulidjian, director, institutional sales Canada institutional, Russell Investments Canada Limited
Sue McNamara, vice president, fixed income, Beutel Goodman Investments
Daniela Tixi, chief executive officer, Strategic HR Asset and president, Toronto chapter of the M&A Club of Canada



2:30-3:00 p.m.
Networking break

3:00-3:45 p.m.
Women in finance across generations panel
In this session, panellists from multiple generations will discuss their experiences working as women in the financial industry. What challenges do women starting out face? How do people navigate leaving and coming back from parental leave? And what advice do those in later stages of their career have for those just starting out? In this panel, you’ll hear it all based on first-hand experience.

Speakers:
Tiffany Chan,
senior assurance associate, PwC LLP
Nicole Dason
, director, business transformation, enterprise process management, client connectivity and innovation, CIBC
Catherine Heath
, vice-president, portfolio manager, Leith Wheeler Investment Counsel Ltd.
Kim Shannon, president and co-chief investment officer, Sionna Investment Managers


3:45 p.m.
Closing remarks and cocktails

Women in the Financial Industry

Women in the Financial Industry - Speakers KEYNOTE SPEAKERS

 

Rumeet Billan

Rumeet Billan

Rumeet Billan is an award-winning, internationally recognized entrepreneur, learning architect, speaker, author and humanitarian. Her mission is to raise potential by designing experiences that build resilience. Billan is the president and chief executive officer of Viewpoint Leadership and an expert on psychological capital and resilience. She completed her doctorate at the University of Toronto and has designed and facilitated programs, courses and training sessions across industries and sectors. She led the groundbreaking national research study on the tall poppy syndrome, which reveals the impact of the silent systemic syndrome on women in the workplace and is the national ambassador for Not Myself Today, an initiative of the Canadian Mental Health Association that aims to transform workplace cultures. Recently, she released her first bestselling book, Who Do I Want To Become?, designed for children and adults who are struggling with the question of what they want to be when they grow up.

  


 

Fiona Rawle

Fiona Rawle

Fiona Rawle has a doctorate in pathology and molecular medicine and is the associate dean, undergraduate, at the University of Toronto Mississauga, and an associate professor, teaching stream, in the department of biology. Her research focuses on public communication of science, science education and the science of learning. She has received numerous awards focused on teaching, including the University of Toronto’s President’s Teaching Award. Rawle is also a member of the University of Toronto’s Toronto Initiative for Diversity & Excellence group, through which she gives lectures and workshops on unconscious bias, equity and diversity.

  


  

CONFERENCE SPEAKERS

Karen Azlen

Karen Azlen

Karen Azlen founded Introduction Capital in 2004 after recognizing what little exposure Canadian Alternative Investment managers had in the international sphere.  The firm is registered as an Exempt Market Dealer and was created with the vision to bridge the Canadian hedge fund market to global investors. The firm’s offerings have blossomed well beyond hedge funds and it currently attracts a full range of alternative asset managers and private opportunities seeking sophisticated capital. In 2008, Azlen established Introduction Capital’s Canadian Dealer Business which assists its clientele of high-pedigree managers from around the world with navigating their regulatory obligations in Canada. In 2011, Azlen founded the Canadian Alternative Investment Forum (CAIF) and it continues to be a leading and influential conference that attracts expert speakers, industry professionals and sophisticated investor attendees. For over 20 years, Azlen has been building longstanding and purposeful relationships with alternative investment managers, industry professionals, individual investors, family offices, wealth advisors and institutions. She also coined the phrase “relationship broker” from which the trademarked “the art of relationship brokering” came to be Introduction Capital’s tag line. Azlen’s ongoing interests in relationship dynamics and communication excellence led her to complete her clinical training in Imago Relationship Theory and she is certified as an Imago Educator. Azlen has also completed her training with the Institute of Professional Excellence in Coaching (IPEC) and is certified as an Energy Leadership Master Coach & Practitioner.

  


  

Tiffany Chan

Tiffany Chan

Tiffany Chan is a senior assurance associate at PwC LLP and is on track to finishing her Master of Accounting at the University of Waterloo. She previously completed four successful co-op terms with PwC where she led and supported large financial institution audits in both Canada and the US. While completing her undergraduate program in Accounting and Financial Management at the University of Waterloo, she co-chaired the UW Accounting Conference while leading tutorials and marking exams as a teaching assistant and tutoring students to help them succeed in their accounting and finance courses. Outside of school and work, Chan loves playing the piano, attending Zumba classes with friends and reading dystopian novels.

 


  

Nicole Dason

Nicole Dason

Nicole Dason is currently a director in the Business Transformation group at CIBC where she works on developing and implementing strategy for the bank across multiple lines of business.  She has also worked in capital markets and consulting with TD Securities and Deloitte respectively prior to her role at CIBC.  Dason is committed to achieving parity for women in the workplace and has been involved with several organizations that look to advance women in banking since starting her career.  She is a winner of the 2017 Women in Capital Markets Emerging Leaders Award and helped found the #MoveTheDial initiative within her team. Dason is also very active in her community.  She is the founder and president of The Banting Park Homeowners’ Association.  She is also the membership chair for Equal Voice Toronto, the co-chair of the Research and Innovation Sub-Committee with Women in Capital Markets, a volunteer mentor with the WCM Mentorship Program and is an involved member of Na’amat Toronto, a charitable organization. 

 


 

Catherine Heath

Catherine Heath

Catherine Heath is a vice-president and portfolio manager at Leith Wheeler Investment Counsel in Vancouver. Heath's career at Leith Wheeler spans almost 20 years, most of which was on the institutional fixed income desk responsible for strategy, trading, and analysis of fixed income portfolios for both pension and private clients. Over the latter part of her career, Heath's role has expanded to include the portfolio management and client servicing to many of Leith Wheeler's institutional clients. Heath has a joint bachelor’s degree in finance and economics from Simon Fraser University and holds the chartered financial analyst designation. Heath is a co-founder of the Vancouver chapter of Women in Capital Markets, is a member of the Portfolio Review Committee for the Beedie Endowment Asset Management program at Simon Fraser University, and sits on the Simon Fraser University Business Dean's advisory board. Heath is a member and past president of the Chartered Financial Analyst Society Vancouver.

 


  

Tuula Jalasjaa

Tuula Jalasjaa is a financial services and wealth management senior executive spanning 23 years successfully managing various retail, commercial and corporate businesses for a major Canadian financial institution. She has run several key wealth management businesses including HollisWealth, Scotia Private Investment Counsel and Institutional Investment management distribution and Scotia Asset Management U.S. She has pioneered and led a number of advancement of women initiatives throughout her career and is a tremendous advocate for achieving more diversity in business for women and raising the number of female leaders and board directors. She is also passionate about empowering women with their finances and financial futures with a keen focus on increasing female financial literacy rates around the globe. To this end, she recently founded The Women’s Collection to empower Canadian women to make sound financial choices. The program uses a combination of “education, networking, tools, and resources” as well as a digital investment platform (a.k.a. robo-advisor) “designed for women, by women.” She is also working with senior leaders to help shape and guide the strategic direction of wealth management in Jamaica and other Caribbean countries. Jalasjaa holds the Chartered Financial Analyst (CFA) designation and an International MBA from the Schulich School of Business in Toronto. She has also earned the ICD designation from the Rotman School of Management Corporate Directors Program.


  

Shoghig Kulidjian

Catherine Heath

Shoghig Kulidjian is director of institutional sales for Russell Investments Canada Limited (RICL). In this role, Kulidjian is responsible to develop, promote, and implement customized solutions for a wide range of institutional clients. This includes advice, traditional and alternative investments and implementation services. Kulidjian has over 24 years of experience in the financial industry in Asset Management, Custody, Capital Markets and Private Wealth. Prior to joining RICL, Kulidjian was executive director of equity markets at CIBC World Markets where she held a variety of leadership roles. Prior to CIBC, Kulidjian also held various leadership roles at RBC Capital Markets as well as RBC Dexia, where she was the head of Transition Management and Commission Recapture. She is active with Women in Capital Markets and is currently the co-chair of Woman in Leadership. She is also the head fundraiser for Santa Comes to Bay Street - a charity that provides personalized gifts over the holiday season to over 1700 individuals in need living in Toronto.


  

Lori Landry

Lori Landry

As chief marketing officer for Sun Life Global Investments, Lori Landry oversees the marketing and brand strategy. 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. Landry has also led a national discussion on women and investing by creating the Sun Life Global Investments Women's Investment Symposium – a venue that provides female advisors with the insights 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. Landry 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 works with Prosper Canada on an initiative called MPower Financial Coaching which helps people living in poverty improve their financial stability.


  

Pam Marchant

Pam Marchant

Pam Marchant is the vice president & head of marketing, RBC Global Asset Management (RBC GAM) where she leads a global team of 40 marketing professionals located in Canada, the U.S. and the U.K.  Collectively, this team is responsible for developing and executing RBC GAM’s brand and marketing strategy, with a goal of driving brand awareness, enabling and enhancing the client experience and increasing efficiency and reach through the use of marketing technology solutions. Prior to joining RBC GAM in 2016, Marchant was the vice president of marketing at an independent asset manager where she was accountable for leading a team of marketing professionals in the development of marketing, communication and digital strategies serving their retail, institutional and strategic accounts sales teams. With over 20 years of industry experience, Marchant has spent her career in financial services, specializing in product, marketing and distribution. She graduated from the University of Toronto with an Honours Bachelor of Arts in Political Science & International Relations. She’s an avid reader, a reluctant skier and spends her spare time traveling with her husband and two daughters.

 


  

Sue McNamara

Sue McNamara

Sue McNamara joined Beutel Goodman in 2006 and has over 25 years of investment experience. She is a portfolio manager and strategist with additional responsibilities for credit analysis and product design. Prior to joining Beutel Goodman, McNamara worked as a research analyst for several of the large brokerage houses, most recently BMO Nesbitt Burns. Sue is a graduate of the University of Western Ontario and a CFA charterholder.

 

 

 


  

Eliane O’Shaughnessy

Eliane O'Shaughnessy

Eliane O’Shaughnessy is vice president, strategy, marketing and projects – wealth management and life and health insurance (WMLHI). She has 21 years of industry experience and has been working for Desjardins since 2010, in particular as director, office of the president. She’s currently responsible for overseeing strategic planning and performance for the division, business architecture, web sites and mobile apps, marketing, member and client experience, sponsorships and donations, the project management office and the governance committees. She sits on several committees, including the WMLHI management committee. She sits on the board of directors of Aviso Wealth, a national, integrated financial services company serving the wealth management needs of virtually all of Canada’s credit unions as well as a range of independent financial organizations. Before joining Desjardins, she worked for 10 years at prominent consulting firms, specializing in strategic consulting, transformations, organizational design and change management. During this period, she had the opportunity to work on many projects for Canadian financial cooperative institutions. She holds a bachelor’s degree in business administration and a master’s degree in management. O’Shaughnessy is known for her strategic thinking, analytical skills, rigour, ability to build relationships of trust and communication skills.

 


 

Kelly Roberts

Eliane O'Shaughnessy

Kelly Roberts is vice president, national accounts at Fidelity. With 21 years of industry experience, she is responsible for managing and building corporate relationships for both the MFDA and IIROC channels on behalf of Fidelity. Before taking her current position, she was responsible for managing a team of 20+ inside and sales support staff for the Ontario region. Before joining Fidelity, Roberts acquired extensive financial services experience working for several years in both the retail and institutional investment business. She also developed a thorough understanding of advisor focused practice management issues while working at Advisor Impact.

 


 

Kim Shannon

Eliane O'Shaughnessy

Kim Shannon founded Sionna in 2002 and has more than 35 years of industry experience. She is the president and co-chief investment officer at Sionna and was previously chief investment officer and senior vice president at Merrill Lynch Investment Managers Canada. Shannon serves as a board member with the Canadian Coalition for Good Governance and is the chair of its Governance Committee. She is also on the board for the Brandes Institute, the Ontario Arts Foundation, United Corporation (a listed closed-end fund), a member of the C.D. Howe Institute’s National Council and the CFA Institute Board of Regents (she previously served as its chair). Shannon is also a past president of the CFA Society Toronto. She was awarded Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award, the Women’s Executive Network’s Canada’s Most Powerful Women: Top 100 Award (2007, 2017), continuously listed as one of Profit Magazine’s Top 100 Female Entrepreneurs over the last several years and a recipient of the 2015 Rotman Women in Management Association Top 10 Awards (Entrepreneur Category).

 


 

Karin Zauderer

Karin Zauderer

Karin Zauderer is an executive vice president in the New York office and head of marketing for the Americas.  She oversees the brand, creative, advertising, marketing operations, multimedia, and channel marketing teams in support of the firm’s Americas business. Previously at PIMCO, she was head of marketing for EMEA. Prior to joining PIMCO in 2011, she spent four years managing marketing communications to institutional investors and retirement plan platform clients at Calvert Investments. She also spent five years at UBS in London as the chief of staff for the global equities business, managing communications, and global business planning.  She has 27 years of investment and financial services experience and holds an MBA from Case Western Reserve University in strategy and finance. She received an undergraduate degree in marketing from Syracuse University.

 


Event Location


The Women in the Financial Industry, Toronto, will take place at the Fairmont Royal York Hotel, set in the heart of downtown.

Visit the Fairmont Royal York website for more information

Address:

100 Front St W, Toronto
ON M5J 1E3
(416) 368-2511


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With further inquiries about event logistics, please contact Wendy Morrison, Conference Editor.

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