CFA Society Winnipeg hosts Women in Finance: Alpha & Gender Diversity Half-Day Conference and Dinner Thursday, May 12, 2016

Transcription

1 CFA Society Winnipeg hosts Women in Finance: Alpha & Gender Diversity Half-Day Conference and Dinner Thursday, May 12, 2016 Bonnie Brooks Vice Chairman of Hudson s Bay Company Speaker s Biographies Bonnie Brooks has restored one of North America s greatest department stores, Hudson s Bay Co., to its rightful place as a world-class retailer. As its first female CEO, Brooks led The Bay through sweeping, institutional changes no small feat that revitalized one of the planet s oldest brands. Stylish and thoughtful, she speaks on leadership, innovation, turnaround, and the meeting of creativity and commerce. In February 2014, Brooks was appointed Vice Chairman of Hudson s Bay Company, the world s oldest continuously operating company, which owns and operates Saks Fifth Avenue, Lord and Taylor in the USA, and, of course, Hudson s Bay department stores in Canada. Prior to her current role, Brooks was President and CEO of HBC; and before she oversaw the company s successful turnaround, Brooks was based in Hong Kong, where she revitalized another iconic retailer, Asia s Lane Crawford, helming 500 stores across nine Asian countries. Brooks has also served as Editor-in-Chief of Flare, Canada s largest fashion magazine, and Executive VP of Holt Renfrew, where she brought many major American and European designer brands to Canada. She is one of Monocle s Top 25 Retailers worldwide and one of Fast Company s 100 Most Creative People in Business. She has received the Queen s Diamond Jubilee medal for philanthropy, and is a member of the American Marketing Association Marketing Hall of Legends. In October 2014, she became the first woman to receive the prestigious Ivey Business Leader of the Year Award. Brooks is Chairman of the Board of Trustees of the ROM, appointed by the Premier of Ontario, a member of the Board of Directors for Empire Company Limited, Rogers Communications, and Abercrombie & Fitch. Brooks holds an MBA from the University of Western Ontario and was the Parsons School of Design Honoree in Yvonne Camus High Performance Specialist Can a middle-aged woman outperform US Navy Seals? Maybe not, physically. But she can outthink, out-hustle, and out-heart them. Yvonne Camus is one of North America's most trusted speakers on teamwork and performance. On stage, she s shown hundreds of organizations how ordinary people like her can achieve extraordinary things. Deeply relatable, Camus interweaves her personal experiences a business executive, a mother of three into revelatory keynotes on human performance. Yvonne Camus is an astoundingly assured speaker. The hundreds of standing ovations she has collected testify to her enthusiasm for work and life. Camus was a participant in the Eco-Challenge, the world championship of adventure racing conceived by Mark Burnett of Survivor fame. (Hers was the first rookie team to complete the grueling competition.) Punchy, deeply moving, and often humorous, Camus draws on her experiences to show you how to rise to the challenges of training, preparation, and execution. In the process, she helps you to see and to realize the potential for greatness in yourself, in your co-workers, and in your entire organization.

2 Beth Hamilton-Keen, CFA Director of Investment Counselling, Mawer Investment Management Ltd. & Chair, Board of Governors, CFA Institute Beth is Director of Investment Counselling at Mawer Investment Management Ltd. Since joining Mawer in 2005, she has been involved in both private and family office portfolio management. Ms. Hamilton-Keen has over two decades of investment experience, serving institutional and private clients. Previously, she has worked for TAL Private Investment Counsel, and CIBC Private Investment Counsel. On September 1, 2015 Ms. Hamilton-Keen was elected chair of the Board of Governors of CFA Institute, the global association of investment professionals that promotes the highest standards of ethics, education and professional excellence. The Board of Governors is the CFA Institute s most senior corporate body, having ultimate responsibility for the organization s strategy and management. She has also previously served as a member of Mawer s Board of Directors and Management Committee. For the past 15 years, Ms. Hamilton-Keen has been an active volunteer and engaged CFA Institute member. She was previously the chair of the External Relations and Volunteer Involvement Committee, a director and president for CFA Society Calgary, a Presidents Council Representative for Canada, a member of the Private Wealth Advisory Council, and a CFA exam grader. She has also served on many non-for-profit boards and committees. She is a CFA charterholder, a graduate of the Acadia University business program and has also completed the High Performance Board program at IMD Business School. Ms. Hamilton-Keen is an active member of her local community and has been recognized as one of Calgary s Top 40 under 40 and most recently one of Canada s Top 100 Most Powerful Women. She has been a guest lecturer at the University of Calgary, a guest commentator on CBC Radio, and a regular commentator on investment issues for CBC News World and BNN. Helen Kasdorf, CPA, CA (Biography coming soon) Stefanie Keller, CFP Keller Financial & Business Planning Stefanie has been successfully managing client s wealth planning and implementing business strategies since She is a Professional Certified Financial Planner and a Business Owner. She has built a strong foundation in Financial Planning and Asset Management during her career with RBC Wealth Management and Credential Asset Management, both as an Advisor and as a Mentor. She founded Keller Financial & Business Planning in In 2015, she expanded her Practice to offer Cross Border Solutions & Integrated Wealth Planning, and Trust and Estate Services. Stefanie holds her Professional CFP designation, which is the highest standard in the industry for Financial Planners and specializes in working with Small Business Owners, Entrepreneurs, Professionals, and Individuals, and, together with her team, offers comprehensive Financial & Business Planning Services and Cross Border Solutions. She has also been involved in the community teaching Junior Achievement and delivering Seminars to help educate and inspire others to achieve their financial goals. Stefanie is the Founder/ Circle Leader for the Winnipeg and Area Lean In Circle.

3 Kirsten Kennedy Managing Director & Head (Vancouver) Investor Sales, BMO Capital Markets Kirsten is Managing Director, Fixed Income Sales and Sales Manager in BMO Capital Markets' Vancouver office. She is directly responsible for managing the fixed income and money market desks in Vancouver. Kirsten works with an account base of a variety of large sophisticated clients and investors, including hedge funds, provincial treasurers, life insurance, counseling firms and mutual funds. Her product coverage includes all cash bonds, corporate credit, asset-backed securities, residuals, derivatives and swaps. Kirsten spearheaded the development of the annually anticipated Women in Fixed Income industry forum. Founded in 2005, it is the only one of its kind in Canada and provides timely industry knowledge and networking opportunities for leading women in the industry. Kirsten is the recipient of the Women in Capital Markets 2015 Award for Leadership. This award recognizes senior executives, who have combined professional excellence with a demonstrated commitment to advancing and supporting women in capital markets. Kirsten has a BA from Queen s University and has completed the International Capital Markets Associate Specialist Program. Jaqui Parchment, CFA Head of Investments for Canada, Mercer Jaqui Parchment is a Partner and Leader of Mercer's Investment business for Canada. She is a member of the Canadian Leadership Team and a member of the North American Investments Leadership Team. Jaqui has over 25 years of experience in the retirement savings and investment areas. She has considerable expertise in all areas of investment strategy and implementation. She is on the faculty of the School of Pension Investment Management and a frequent speaker at industry conferences. Jaqui is North American Chair of Women@Mercer and When Women Thrive. She is a frequent speaker on issues relating to Women and Finance, and Women in the Workplace. Jaqui earned her Bachelor degree in Mathematics and Actuarial Science at the University of Waterloo in She is an Associate of the Society of Actuaries and a CFA Charterholder. Lizanne Roziere Director, Prairie Human Capital and Strategy Operations, Deloitte LLP Lizanne Roziere is a Director with 19 years experience in consulting as well as 5 years experience managing in the private sector. Lizanne leads our Human Capital and Strategy and Operations team in Manitoba and Saskatchewan. Lizanne has assisted clients in understanding their business issues, defining direction and goals, and developing strategies and solutions to achieve desired impact and success. She has done this through engagements such as business and strategic planning, governance reviews, service delivery and organizational reviews, organizational design, program evaluations, business casing, feasibility studies, change management, and training and facilitation. She specializes in large, complex projects which require significant planning, coordination, stakeholder engagement and consensus building. Lizanne is skilled and experienced in project management, conducting qualitative and quantitative research, analyzing data, and presenting valid and reliable findings, recommendations and strategic direction. She is a successful facilitator, presenter and business consultant, skilled at adapting to the needs and opportunities of organizations of different sizes, operating in various business sectors and industries. Lizanne has her Masters of Business Administration from the Asper School of business, is a Certified Management Consultant and a PRINCE2 project management practitioner.

4 Jackie Scales Inclusion Lead, Human Capital, Deloitte LLP Jackie Scales is a Senior Manager within our Human Capital team who leads our Diversity & Inclusion practice across Canada. She works with organizations who are seeking to build a diverse employee base that leverages the benefits of inclusive leadership within their overall talent management infrastructure Jackie s work is focused on the building inclusive and diversity strategies that align with the overall strategic goals, value s and culture of the organization. Jackie brings a diversity and inclusion lens to existing strategies such as workforce management, leadership development, talent management, recruiting, learning and succession development. Jackie speaks at conferences and industry events on Diversity & Inclusion. Jackie is the co-chair of the Lieutenant Governor of Ontario Aboriginal Forum, sits on a number of community not-for-profit boards that focus on Diversity & Inclusion within Canada. Jackie has her Masters in Business Administration with a specialization in Leadership Prior to joining Human Capital, she spent over 20 years in the Financial Services Industry. Reva Seth Bestselling Author & Strategic Advisor For the past decade Reva has worked at the intersection of journalism, public policy and strategic communications. She's the best-selling author of two non-fiction books. Her most recent, The MomShift: Women Share Their Stories of Career Success After Children was described bythe Globe & Mail as a Brash new take on Working Moms. Reva regularly writes on gender equity, talent optimization and the new world of her work. She's been featured on ABC s 20/20, CBS Sunday Morning, CTV s Canada a.m., The Steven & Chris Show, and her writing and ideas have been featured in Fast Company, The Atlantic, The Times (London), The Rotman School of Business, Canadian Business, The Globe and Mail, Elle Canada, The National Post, The Ottawa Citizen, Policy Options, Reader s Digest, and Redbook, among others. Reva began her career as a lawyer on Bay Street. She attended the University of British Columbia (international relations) and holds an LLB from Western and an LLM (Trade & Competition Law) from Osgoode Hall. She is currently a Senior Associate at progressive think tank Canada 2020 and sits on Board of Trudeau Centre for Peace, Conflict & Justice at The University of Toronto. She is also the mother of three boys. Jacqueline Thorpe Toronto Bureau Chief Bloomberg News (Biography coming soon) Richard Yamarone Bloomberg Intelligence Economics Richard Yamarone is an economist who has roughly three decades of experience on Wall Street and focuses on monetary & fiscal policy, economic indicators, fixed income, commodities, and general macroeconomic conditions. He writes for Bloomberg Intelligence Economics providing commentary and analysis for Bloomberg Real Time Economics and Bloomberg Brief: Economics, Mr. Yamarone forecasts U.S. economic statistics and trends, builds macroeconometric models, and analyzes possible outcomes. He is the creator of the Bloomberg Orange Book -- a compilation of macroeconomic anecdotes gleaned from comments CEOs and CFOs made on quarterly earnings conference calls.

5 The author of Trader s Guide to Key Economic Indicators, Third Edition (Bloomberg Press, 2012), Mr. Yamarone is a member of the National Association for Business Economists, the American Economic Association, the New York State Economics Association and the Money Marketeers of New York University. He has won numerous accolades for his work, including being featured as one of the top 10 economists in the U.S. by USA Today in 2007 and Nostradamus of the Financial Industry by Bank Advisor in 2008 for his prediction of the financial crises. Breakout Sessions Women Achieving Extraordinary Things through a High Performance Life: Rethinking Workplace Pressures with Real Life Coping Mechanisms Yvonne Camus (Details coming soon) Targeting Teen Boys in Achieving Gender Equality: The Missing Link and Ways to Move Forward Reva Seth Gender equity is ultimately about optimizing the world we all live in. Research shows that countries with greater gender equality have better economic growth and companies with more women leaders are more profitable. Yet currently Canadian women remain stuck in the lower to middle rungs of the workforce and continue to face a 72% pay gap. Join best-selling author Reva Seth for an interactive session discussing why moving forward on gender equity now requires a focus on adolescent and teen boys. Bloomberg Presents: How Women Power the Economy and Why They Shouldn't Be Shy Talking About It Jacqueline Thorpe and Richard Yamarone (Details coming soon) Deloitte LLP Presents: Unconscious Biases and How They Hinder Us Jackie Scales and Lizanne Roziere The Equality Challenge Unit defines unconscious bias as "a bias that we are unaware of, and which happens outside of our control. It is a bias that happens automatically and is triggered by our brain making quick judgments and assessments of people and situations, influenced by our background, cultural environment, and personal experiences". Learn how to identify these biases, how they can impact our decision making and how we can work to overcome them. Mercer Presents: When Women Thrive insights from a new Research Report on Women in the Workplace Jaqui Parchment Women are under-represented in the workforce globally, and if organizations maintain the current rate of progress, female representation will reach only 40% globally in the professional and managerial ranks in 2025, according to Mercer s second annual When Women Thrive global report. Among the key trends revealed in the report is that women s representation within organizations declines as career levels rise from support staff through the executive level. Why We Have Too Few Women Leaders Moderated TED Talk Stefanie Keller Women face harder choices between professional success and personal fulfillment. Sheryl Sandberg, TED Talk 2010 A discussion on keeping women in the workforce and ensuring you take a seat at the table.