Maeghan Albiston
Assistant Vice President
Investor Relations & Pensions
Canadian Pacific Railway

Maeghan Albiston is the Assistant Vice President of Investor Relations and Pensions at Canadian Pacific (CP). Prior to joining the Investor Relations team in 2011, Maeghan held various financial management roles with CP in the areas of financial analysis, corporate planning and treasury. In addition to leading the investor relations function, Maeghan also oversees the management of CP’s pension plans, including CP’s $13 billion defined benefit pension plan — one of the oldest and largest corporate pension plans in Canada. This combined role provides Maeghan with a unique perspective on the capital markets and strong ties to a variety of stakeholders across the investment industry.

During Maeghan’s tenure in investor relations, CP’s market cap has grown from $10 billion to over $50 billion. She has communicated CP’s strategy through major corporate events including a high profile proxy battle with an activist shareholder, the roll-out of a significant corporate turnaround plan, network acquisitions and divestments and executive transitions. CP’s IR team is regularly recognized by shareholders and professional associations for their transparent approach to communications. In 2020 Maeghan was named by Institutional Investor magazine to the All-Canada Executive Team as best IR Professional in the capital goods/industrials sector. The magazine also recognized CP for best IR program, best ESG reporting and best analyst day. CP was also recognized by IR Magazine in 2019 for 'Best Use of Technology and Social Media for IR' and named a 2018 Global TopGun Company for Transparency and Reporting by Brendan Wood International.

See Maeghan speak on The Long and Short of Hosting a Successful Investor Day on Monday, November 30.

Stephanie Amaimo
Vice President, Investor Relations
Fortis Inc.

Stephanie Amaimo joined Fortis Inc. in 2016. Previously, she worked at ITC Holdings Corp. (ITC) for more than 10 years where she held various roles in investor relations, treasury and financial planning and analysis. Stephanie was the Director of Investor Relations at the time of the Fortis acquisition of ITC.

She earned a Bachelor of Administration from The University of Michigan-Dearborn and a Master of Business Administration from Wayne State University.

Stephanie served on the Board of Directors for North Star Reach, a non-profit organization that offers life-changing camp experiences for children with serious health challenges and their families in 2016, 2017, 2018.

See Stephanie speak on The Long and Short of Hosting a Successful Investor Day on Monday, November 30.

Jill Angevine
Managing Director
Palisade Capital Management Ltd.

Jill Angevine is a Managing Director at Palisade Capital and a Corporate Board Director. She has over 25 years of professional experience in the investment management industry including portfolio management, capital markets and equity research.

Earlier in her career, Jill gained extensive experience on both the sell-side and buy-side of capital markets as a Director of Institutional Research at FirstEnergy Capital Corp. and later as a Portfolio Manager with a Calgary asset management firm.

Jill is a graduate of the University of Calgary (B.Comm) and has earned the Chartered Accountant (CA), the Chartered Financial Analyst (CFA) and the Institute of Corporate Directors (ICD.D) designations. She also serves on the Board of Directors of Tourmaline Oil Corp., and is the past Chair of the Board of a junior oil & gas company.

Jill is actively involved on the Boards of a number of not-for-profit organizations where she volunteers her time in the community, specifically related to education and investment management.

See Jill speak on The IRO - A Trusted Advisor on Tuesday, December 1.

Ben Ashwell
Editor
IR Magazine

Ben Ashwell is the editor at IR Magazine and Corporate Secretary, covering investor relations, governance, risk and compliance. Prior to this, he was the founder and editor of Executive Talent, the global quarterly magazine from the Association of Executive Search and Leadership Consultants. Before moving to the US, Ben was the vice president and editor at Executive Grapevine, overseeing a daily news website, ten annual supplements and HR Grapevine, the UK’s leading HR and talent management magazine. In 2019, Ben was named in NIRI’s inaugural 40 Under 40 class.

See Ben Moderate the In Conversation with the Street on Tuesday, November 24.

Rhylin Bailie
Vice President, Investor Relations
Equinox Gold

Rhylin Bailie has been the Vice President of Investor Relations for Equinox Gold since October 2016. From July 2011 to October 2016, Rhylin managed all aspects of investor relations for a number of resource companies including Southern Arc Minerals, Eagle Hill Exploration and Sandspring Resources. Previously Rhylin was Director of Investor Relations for NovaGold Resources from 2006 to 2011, and prior to that held various positions in the Treasury group at Placer Dome from 1995 to 2006. Rhylin is a graduate of the University of Waterloo with a Bachelor of Environmental Studies degree. She is a director on the National Board of the Canadian Investor Relations Institute.

See Rhylin moderate the Strategic IR During M&A on Monday, November 30.

Prabh Banga
Director, Sustainability
Aecon Group Inc.

Prabh Banga is a sustainability strategist with over 10 years of experience embedding sustainability into corporations. She has led the development and execution of sustainability strategies, providing a framework for corporations to make decisions that balance economic, environmental, and social responsibility in a way that drives business value.

Currently, Prabh is the Director of Sustainability with Aecon Group Inc., where she leads the development and delivery of Aecon’s sustainability strategy. Her key responsibilities include integration of environmental, social and governance (ESG), identifying future trends, emerging technologies and operationalizing sustainability into day-to-day practices.

Prior to joining Aecon, Prabh was the Associate Director, Strategy & Sustainability at Toronto Pearson International Airport, where she was ranked Top 40 under 40 in North America by Airport Business for integrating sustainability as a value driver into airport operations and management. Prabh has a Master of Resource and Environmental Management and undergraduate degree in Environmental Studies. Prabh is currently serving as the North American representative on the Global Reporting Initiative (GRI) Stakeholder Council as well as Research associate with the National Academy of Sciences.

See Prabh moderate the ESG Matters: The Views of the Street on Tuesday, December 1.

Camilla Bartosiewicz
Vice President, Investor Relations
Altus Group Ltd.

Camilla Bartosiewicz is Vice President, Investor Relations at Altus Group Ltd., (TSX: AIF), a leading provider of software, data solutions and independent advisory services to the global commercial real estate industry. She is an award-winning investor relations (IR) executive with over 12 years of experience in implementing strategic IR programs for publicly traded issuers, including special situations communications around mergers and acquisitions, shareholder activism, equity and debt offerings, restructurings, executive transitions, business model transitions, and crisis situations.

See Camilla moderate the The Compelling Case for Diversity & Inclusion on Monday, November 30.

Frederic Bastien
Managing Director
Capital Equity Markets
Raymond James Ltd.

Frederic Bastien joined Raymond James Ltd. in 2003. He is a well-respected equity analyst, achieving Brendan Wood International’s annual TopGun status on a consistent basis. Frederic primarily focuses on the infrastructure and construction sector, but recently expanded his coverage universe to include power and utility stocks.

He also acts as Treasurer and Board Director for Vancouver Phoenix Gymnastics, a not-for-profit organization with over 2,500 members.

Frederic holds an MBA from the Sauder School of Business at the University of British Columbia, a bachelor's degree in mechanical engineering from McGill University and the Chartered Financial Analyst designation.

See Frederic speak on In Conversation with the Street on Tuesday, November 24.

Greg Blazina
Head of Canada
Business Wire

Greg Blazina is the Head of Canada for Business Wire, a Berkshire Hathaway Company. Having spent over 15 years in the newswire industry, Greg’s experience has helped successfully navigate Business Wire’s growth in the Canadian market, where he is responsible for the customer success and business development team.

See Greg moderate the Best Practices for Reaching & Engaging with New Investors on Monday, November 30.

Kyle Brady
Manager, Investor Relations
TD Bank Group

Kyle Brady, as part of TD's Investor Relations team, helps drive effective communication of TD's strategy and performance to analysts, investors and ratings agencies, strengthen equity and fixed income investor relationships, and shape messaging and strategic decisions by sharing market feedback. Beginning as a part-time teller and later, a co-op student, he has been with TD for 10 years, and worked in Risk Management before joining Finance.

See Kyle moderate the The ESG Ecosystem from Different Vantage Points on Monday, November 23.

Meghan Brown
Vice President, Investor Relations
Great Panther Mining Limited

Meghan Brown is an investor relations professional with a 25-year track record in the resource sector. She is currently Vice President, Investor Relations for Vancouver-based Great Panther Mining, an intermediate gold producer with mines in Brazil and Mexico.

Previously, Meghan was Vice President, Investor Relations with Leagold Mining Corporation until its sale to Equinox Gold in March 2020. Meghan started her career with Suncor Energy and has worked for a number of resource and mining companies including TransCanada, Placer Dome and Endeavour Silver. In 2019, she received the IR Award of Excellence from the Canadian Investor Relations Institute in recognition of her contributions to the investor relations profession in Canada.

Meghan has completed the Canadian Securities Course and the Institute of Corporate Directors Not-for-Profit Directors’ Education Program. She holds a BA from University of Brotish Columbia and an MBA from Queen’s University and is Chair of the Board of the Canadian Cancer Society BC/Yukon.

See Meghan speak on Strategic IR During M&A on Monday, November 30.

Paul Butcher
Vice-President, Investor Relations
CN Railway

Paul Butcher joined CN in 1993, initially working as a project officer in Financial Planning before moving to Marketing in 1999, serving in the Revenue Planning, Metals and Minerals, as well as Intermodal groups. He was involved in key growth projects at CN such as the new container port at the Port of Prince Rupert, among others. Prior to his most recent appointment, Paul had been Senior Manager of Investor Relations since November 2009.

Before joining CN, Mr. Butcher worked two years as an economist in Ottawa at Informetrica Limited.

He holds a Bachelor and Masters degree in Economics from the University of Montreal.

See Paul speak on Investor Outreach Re-imagined on Monday, November 30.

Patrick Bryden
Analyst, Head of ESG Research
Scotia Capital Inc. - Canada

Patrick Bryden joined Scotiabank GBM in Calgary in 2010 and has worked in the securities industry since 1997. Patrick became Head of Environmental, Social and Governance (ESG) Research in 2020 and previously ranked first nine times in the annual Brendan Wood International and Greenwich Associates institutional surveys as an energy analyst. He served on the Natural Gas Expert Group for the Alberta Royalty Review and advised the Province of Alberta on the calibration of its Modernized Royalty Framework. Patrick has raised more than $145,000 for the Movember Foundation and Ovarian Cancer Canada in his time at Scotiabank GBM. He has a Bachelor of Arts (Honours) degree from the University of Calgary and was awarded the CFA designation in 2001.

See Patirck speak on ESG Matters: The Views of the Street on Tuesday, December 1.

Robert Catellier
Executive Director
Institutional Equity Research
CIBC Capital Markets

Robert Catellier joined CIBC Capital Markets in 2016 and provides coverage of energy infrastructure companies including pipeline and midstream companies. Prior to joining CIBC Capital Markets, Robert worked for a number of independent Canadian investment boutiques, also covering energy infrastructure companies. He holds a B.Comm Finance from Concordia University in Montreal, and is a CFA charterholder. Robert has been a BWI Top Gun analyst and has been awarded several StarMine Top Stock Picker awards.

See Robert moderate the TC Energy’s View on the Value of IR on Tuesday, December 1.

Adelaide Chiu
Global Equities Portfolio Manager
Capital Markets, OMERS

Adelaide Chiu is a global equities portfolio manager with the Capital Markets team at OMERS, one of Canada’s largest defined pension plans. In addition to her portfolio management role, Adelaide is a key contributor to the pension’s sustainable investing strategy for Capital Markets. Prior to rejoining OMERS in 2019, Adelaide was a portfolio manager at Mackenzie Investments, one of Canada’s largest independent asset management firms, where she was also a member of the Responsible Investment Committee, overseeing the firm’s sustainable investing strategy, and its integration within her team’s portfolios.

Prior to working on the buy-side, Adelaide held progressive roles at BMO Capital Markets within Equity Research. She is a CFA charterholder and earned her Chartered Professional Accountant designation, CPA, CA at PwC. She also holds the FSA (Fundamentals of Sustainability Accounting) Credential Level I and is a member of the Responsible Investment Association (RiA) Toronto working group, a network of investment professionals focused on adopting responsible investing into investment management.

See Adelaide speak on ESG Matters: The Views of the Street on Tuesday, December 1.

Todd Coakwell
Senior Director, Sustainability &
ESG Disclosure, Nutrien Ltd.

Todd Coakwell is an experienced Director of Sustainability and ESG at Nutrien Ltd., the world’s largest provider of ag crop nutrients, inputs and services. With extensive knowledge in the agricultural sector and investor communication and support, he is leading the development of Environmental, Social and Governance disclosure for Nutrien while integrating ESG processes into the organization. Todd is currently involved with the Sustainability Accounting Standards Board (SASB) as a Member, Standards Advisory Group.

Prior to his role in Sustainability and ESG at Nutrien, Todd worked for 10 years in Investor Relations and five years in Planning and Analysis at Nutrien, and 15 years in the energy sector in Calgary, Alberta, where he managed strategic planning, corporate/external reporting departments and controllership positions for publicly traded companies.

Todd obtained his Bachelor of Commerce degree from the University of Calgary and his Chartered Professional Accountant (CPA) designation. He also enjoys public speaking and has had the pleasure of being a guest speaker and educator several times for professional/industry based seminars and conferences. At this time, Todd is serving as a Board member and Board Secretary for the Alberta Canadian Forces Liaison Council and is on the Advisory Committee for the Chemical sector for SASB.

See Todd speak on Strategic IR During M&A on Monday, November 30.

Mike Coffey
Vice President, Strategy
Q4 Inc.

Mike Coffey is an experienced capital markets intelligence professional with over 20 years of service in the industry. In his current role as Vice President, Strategy, Mike is instrumental in product innovation and growing Q4’s highly respected market intelligence business. Prior to joining Q4 in 2015, Mike held senior roles in the investor relations space including Managing Partner and Eexecutive Vice President of Oxford Intelligence Partners, Managing Director of NASDAQ’s Global Corporate Services Group and Vice President of Thomson Reuters’ Corporate Client Group.

See Mike speak on Capital Market Drivers on Monday, November 23.

Darren Dansereau
Vice-President & Portfolio Manager
QV Investors Inc.

Darren Dansereau joined QV Investors in early 2006. He is responsible for the analysis of larger Canadian companies and is a Portfolio Manager of the QV Canadian Equity Pooled Fund. He serves as a Director of the firm and in October 2011, assumed the role of Vice President of QV Investors. Prior to his role at QV, Darren held the role of Equity Trader/Research Analyst with Alberta Investment Management Corporation and was an Associate with Canada Trust Private Investment Counsel in Edmonton. He is a CFA charterholder and has a Bachelor of Commerce degree in Finance from the University of Alberta. He is a member of the Calgary CFA Society.

Darren was a member of Toastmasters and over the years has held the roles of President, Treasurer and VP, Education for the organization. Furthermore, he has worked in a charitable capacity for Fringe Theatre Adventures and the Caritas Volunteer Association.

See Darren speak on In Conversation with the Street on Tuesday, November 24.

Rhona DelFrari
Vice-President
Sustainability & Engagement
Cenovus Energy

Rhona DelFrari is responsible for enhancing Cenovus’s reputation and communicating and interacting with internal and external stakeholders, including Indigenous communities. A key part of her role is ensuring sustainability considerations are embedded in the company’s strategy.

Previous to her role at Cenovus, Rhona spent several years as a journalist in television newsrooms across the country. She has a combined honours degree in Journalism and Mass Communications from Carleton University and an MBA specializing in global energy from the University of Calgary’s Haskayne School of Business.

See Rhona speak on a Case Study: Cenovus Energy Inc. – Committed to Sustainability Leadership on Monday, November 30.

Dan Dixon
Senior Vice President
Project Finance & Investor Relations
Minto Group of Companies

Dan Dixon has over 25 years of operating, management and investment experience in the real estate industry and is responsible for the development and execution of Minto’s debt financing strategy for all of its business activities in Canada and the United States. He also leads the investor relations function for Minto Apartment REIT, a real estate investment trust traded on the Toronto Stock Exchange. Dan is a member of the Investment Committee at the Ottawa Community Foundation and is Chair of the Programming Committee for the Ottawa Chapter of the Urban Land Institute. Dan holds a Bachelor of Arts in Economics degree from Queen’s University and Masters of Business Administration degree from York University.

See Dan speak on Building an IR Program from the Ground Up on Tuesday, November 24.

Sophia Doulaghsingh
Director, Corporate Access
& Equity Marketing
Scotiabank

Sophia Doulaghsingh is Director, Head of Canadian Corporate Access for Scotiabank Global Banking and Markets. In her role at Scotiabank, Sophia leads a team that is responsible for the strategy and execution of all aspects of the Canadian Corporate marketing and Analyst marketing platform as well as the firm’s top-rated Scotiabank Equity Industry Conference Series.

Sophia started her career as a desk associate at Scotia Capital, honed her Corporate Access skills at Merrill Lynch in the UK and then returned to the Bank to formally establish and develop Scotiabank’s Corporate Access & Equity Marketing platform.

Sophia holds her CSC and is a Registered Representative. She is also a long-time member of WCM, and recently completed her D&I certification through Cornell University.

See Sophia speak on Best Practices for Reaching & Engaging with New Investors on Monday, November 30.

Brian Ector
Vice President, Capital Markets
Baytex Energy Ltd.

Brian Ector is Vice President, Capital Markets of Baytex and is responsible for Baytex's equity capital markets and investor relations functions. He joined Baytex in November 2009. Prior to joining Baytex, Brian spent 15 years as a sell-side research analyst covering both energy trusts and exploration and production corporations. He spent the last seven years with Scotia Capital where he was consistently ranked as one of the top rated analysts in Canada. Brian received a Bachelor of Commerce degree with a concentration in finance from the University of Calgary and received his Chartered Financial Analyst designation in 1996. He spent seven years as a National Board member of the Canadian Investor Relations Institute (“CIRI”), including two years as Chair. He is a member of CIRI, the National Investor Relations Institute, the CFA Institute and the CFA Society Calgary.

See Brian moderate the How to Shape IR in a Post COVID World on Monday, November 23.

Michelle Edkins
Managing Director
Investment Stewardship
BlackRock

Michelle Edkins is a Managing Director in BlackRock's Investment Stewardship team of over 45 specialists covering the Americas; Europe, the Middle East and Africa; and Asia-Pacific. The team engages companies and others in the investment stewardship ecosystem to promote the governance and business practices aligned with long-term value creation by the companies in which BlackRock invests on behalf of clients. Michelle is responsible globally for institutional relations, policy on investment stewardship issues and communications related to BlackRock’s investment stewardship perspectives and activities. She also serves on the firm’s Global Operating and Government Relations Steering Committees. She is an alumna of BlackRock’s Women’s Leadership Forum, Enterprise Leadership Program and Human Capital Committee.

Michelle is an active participant in the public corporate governance debate and regularly speaks and writes on the importance of good stewardship for company performance. She was named in the NACD (the U.S. National Association of Corporate Directors) Directorship 100 Governance Professionals list for the past seven years. She is also a Fellow of the Aspen Institute’s First Movers program and a former Chair of the Board of Governors of the International Corporate Governance Network. She currently serves on a number of industry initiatives to enhance governance and sustainable business practices including the U.S. chapter of the 30% Club, a market initiative to increase the number of women on Boards and in senior management, the Sustainability Accounting Standards Board (SASB) Investor Advisory Group and the CECP’s Strategic Investor Initiative.

Prior to joining BlackRock in 2009, Michelle was Managing Director at Governance for Owners, an independent partnership offering products that support responsible long-term share ownership. She started her corporate governance career in the U.K. in 1997 at Hermes Pensions Management, where she spent eight years, initially as the head of the corporate governance team and thereafter as Director of Institutional Relations. An economist by training, Michelle has also worked for New Zealand’s Reserve Bank and the British High Commission in Wellington.

See Michelle speak on Sustainability: BlackRock's New Standard for Investing on Monday, November 23.

Sara Elford
Board Member
Xebec Adsorption Inc.,
BioSyent Inc.
& BQE Water Inc.

Sara Elford worked in the capital markets industry for more than twenty years, beginning her career in investment banking in New York in 1994. She became a sell-side equity research analyst in Canada in 1995 and continued in this capacity until 2015 when she decided it was time for something new. Over the course of her analyst career, Sara followed a broad range of industries and business models, with specific, but not exclusive, focus on emerging companies, technologies and/or sectors. According to Starmine, she was named in the top two for stock picking in her sector six times since 2003, and in 2005 was named the top stock picker in Canada across all sectors and analysts. Sara became a CFA Charterholder in 1997 and completed the academic requirements for the directors’ education program with the ICD in 2015. She serves on the Board of Directors of Xebec Adsorption (XBC : TSX-V), BioSyent (RX : TSX-V) and BQE Water (BQE : TSX-V), and previously served on the Boards of Pure Technologies (PUR : TSX), Hydrogenics Corporation (HYGS : NASDAQ), Carmanah Technologies (CMH : TSX) and TSO3 (TOS : TSX).

See Sara speak on The IRO - A Trusted Advisor on Tuesday, December 1.

Mariem Elsayed
Director, Investor Relations
Fiera Capital Corporation

Mariem Elsayed joined Fiera Capital in 2018 to oversee the investor relations function. Prior to joining Fiera Capital, she held roles in investor relations at Énergir, Resolute Forest Products and Aimia. Mariem has held various positions over the course of her career including roles in investment banking, treasury operations, project management and investor relations.

See Mariem moderate the Short Selling Reports: A New Avenue for Investor Activism? on Tuesday, November 24.

Damian Fernandes
Vice President & Director
TD Asset Management Inc.

Damian Fernandes joined TD Asset Management Inc. (TDAM) in June 2012. He is the lead manager of the TD Global Equity Focused Fund, TD Global Tactical Monthly Income Fund, TD Balanced Growth Fund and TD North American Sustainability Leaders Funds. In addition, he is also leads the ESG efforts for the Fundamental Equity Team and is Chair of the TDAM ESG Engagement Committee.

See Damian speak on The ESG Ecosystem from Different Vantage Points on Monday, November 23.

Eleanor Fritz
Board of Governors
University of Guelph

Eleanor Fritz was Director of Compliance & Disclosure at Toronto Stock Exchange (TSX) before retiring in December 2016. In this role, she managed the department responsible for ensuring issuer compliance with TSX requirements related to continued listing, timely disclosure, corporate governance and director and officer suitability. During her 27-year career at TSX, she held various positions involving listed issuers from a regulatory, business development and relationship management perspective.

See Eleanor moderate the Regulatory Update: What IROs Should Know on Monday, November 30.

Russ Girling
President & Chief Executive Officer
TC Energy Corporation

Russ Girling has been President and Chief Executive Officer (CEO) of TC Energy since July 1, 2010. He has led the company through a period of unprecedented growth, including the development of its Liquids Pipelines business, expansion of its power generation portfolio and the successful US$13 billion acquisition of Columbia Pipeline Group in July 2016.

Previously, Russ held the positions of Chief Operating Officer; President, Pipelines; Executive Vice-President, Corporate Development; Chief Financial Officer; and Executive Vice-President, Power. Prior to joining TC Energy in 1994, Russ held several marketing and management positions at Suncor Inc., Northridge Petroleum Marketing and Dome Petroleum.

Russ is currently a director of Nutrien Ltd., the American Petroleum Institute and the Business Council of Canada. He is a member of the Business Council of Alberta, the U.S. National Petroleum Council and the U.S. Business Roundtable. He is the former Chairman of the Interstate Natural Gas Association of America, former Chairman of the Natural Gas Council and former director of the Canadian Energy Pipeline Association. He has also served as Chairman and CEO of TC PipeLines GP, Inc. (general partner of TC PipeLines, LP), Chairman of TransCanada Power, L.P. and director of Bruce Power Inc.

Russ co-chaired the 2012 United Way of Calgary Campaign and is a director of the Willow Park Charity Golf Classic. He was a 1998/1999 recipient of Canada’s Top 40 Under 40 Award for leadership excellence for Canadians under the age of 40. In 2008, he was the recipient of the Haskayne School of Business Management Alumni Excellence (MAX) Award. Russ holds a Bachelor of Commerce degree and a Master of Business Administration in Finance from the University of Calgary.

See Russ speak on TC Energy’s View on the Value of IR on Tuesday, December 1.

Tom Graham
Director, Corporate Finance
Alberta Securities Commission

Tom Graham is the Director, Corporate Finance of the Alberta Securities Commission and manages a team of accountants, lawyers, geologists, engineers and other professionals. In this role, he oversees the regulatory framework for securities offerings, compliance, and policy development.

Prior to joining the ASC in 2006, Tom was the Director, Listings at the Toronto Stock Exchange (TSX). At the TSX, Tom was responsible for the application of the TSX Corporate Finance Rules and Listing requirements, as well as overseeing the TSX Listings Committee. Tom has also held progressive positions with the TSX Venture Exchange (and predecessor Alberta Stock Exchange), Ernst & Young and Coopers Lybrand, which included a secondment to the ASC.

Tom is a graduate of the University of Calgary and a member of the CPA.

See Tom speak on Regulatory Update: What IROs Should Know on Tuesday, December 1.

Lisa Greatrix
Senior Vice-President
Finance & Investor Relations
Canadian Tire Corporation, Limited

Lisa Greatrix is a seasoned Finance Executive with extensive experience in managing diverse groups and initiatives in multiple disciplines including finance, customer support and operations.

As Senior Vice-President, Finance and Investor Relations at Canadian Tire Corporation (CTC), Lisa and her team directly support CTC’s Board of Directors, CFO and CEO. In her role, Lisa oversees investor relations strategies and programs and also manages relationships with the investor and analyst communities.

Lisa joined Canadian Tire in 2007 as Vice-President, Corporate Financial Planning and Analysis. During this time, she acted as a trusted advisor to senior management, supported the creation of CT REIT and played a key role in creating a sustainable financial framework. Throughout her career at CTC, she has set strategies and inspired change that has made CTC home to some of the best practices in financial planning and analysis.

Prior to joining Canadian Tire, Lisa held senior positions at MDS, Research in Motion and Xerox Canada. Lisa is a Chartered Accountant and Chartered Professional Accountant and holds a Bachelor of Business Administration from York University. She has also completed the Queen’s Executive Program.

See Lisa speak on Short Selling Reports: A New Avenue for Investor Activism on Tuesday, November 24.

Rachel Guthrie
Head, ESG Reporting &
Impact Measurement
TD Bank Group.

Rachel Guthrie is the Head of ESG Reporting and Impact Measurement at TD Bank Group. Rachel has overseen the annual production of TD's Corporate Responsibility report since 2009, helping navigate TD's disclosure through GRI standards and materiality assessments. Rachel's team is also responsible for the development of TD's social and environmental impact measurement framework and the development of ESG policies and position statements.

See Rachel speak on The ESG Ecosystem from Different Vantage Points on Monday, November 23.

Peter Haynes
Managing Director, Index Products
TD Securities

Peter Haynes joined TD Securities (TDSI) in June, 1995. Today, he heads up TDSI’s Index Products team, a top-ranked group responsible for index and market structure research. In addition, Peter handles relationship management for a few key Ontario-based institutional investors, and manages TD Securities Client Relations Committee. Previously at TDSI, Peter was responsible for equity derivatives sales and portfolio trading.

Prior to joining TDSI, Peter worked for one year in Montreal with Credit Lyonnais Canada, marketing global equity derivatives to Canadian investors. Before Credit Lyonnais, he started his career at the Toronto Stock Exchange, spending six years in their index and derivatives marketing department, involved in both retail and institutional efforts to develop the listed Canadian index products and equity derivatives business. He graduated from the University of Western Ontario in 1989 with a Bachelor of Arts in Economics. Peter is a member of S&P’s U.S., Canadian and Global Index Advisory Panels.

See Peter speak on Capital Market Drivers on Monday, November 23.

Chris Heakes
Director, Portfolio Manager
BMO Global Asset Management

Chris Heakes has more than 12 years of experience in the investment industry and currently serves as portfolio manager for equity-based and derivative-based ETFs. He also trades equity options and foreign exchange for the firm.

Chris holds two degrees including a Master of Finance from the University of Toronto, Rotman School of Management (Dean’s List) and a Bachelor of Arts degree from the University of Waterloo, with studies in History and Mathematics. He is also a CFA charterholder.

See Chris speak on Capital Market Drivers on Monday, November 23.

Amanda Hobson
Senior Vice President
Investor Relations & Treasury
Finning International

Amanda Hobson was appointed to the position of Senior Vice President, Investor Relations and Treasury of Finning International in August of 2019. Amanda is a strategic and results oriented finance leader with more than 20 years’ experience in finance, treasury, investor relations, foreign exchange and interest rate risk management. In her most recent role as CFO and Vice President of Finance and Corporate Services for the British Columbia Lottery Corporation, she led financial, administrative, procurement and facility services and acted as Government liaison for the corporation on financial matters. Amanda is a Chartered Professional Accountant (CPA, CA) as well as a Chartered Director. She holds a Bachelor of Commerce degree with distinction from the University of Victoria. She currently serves on the Board of the Royal Inland Hospital Foundation where she is Treasurer and Chair of the Finance, Investment and Audit Committee.

See Amanda speak on Managing the Differing Needs of Debt Investors: Building Your Debt IR Capabilities on Tuesday, December 1.

Denis Jasmin
Vice-President, Investor Relations
SNC-Lavalin Group

Denis Jasmin is a Chartered Professional Accountant (CPA) with 30 years of experience. He holds a Bachelor’s Degree in Business Administration from the École des Hautes Études Commerciales (HEC) in Montreal. Denis joined SNC-Lavalin in 1999 as Assistant Corporate Controller and became Vice President of Investor Relations in 2007. Over his career, he gained extensive experience across numerous financial functions, including strategic planning, auditing, mergers and acquisitions, forecasting, internal controls, financial analysis, human resources and corporate governance. Denis started his career at PriceWaterhouseCoopers as auditor and held finance roles in companies such as TELAV-ISTS, Thibault, Messier, Savard & Associates Inc. He is currently the Past Chair of the National Board of Directors of the Canadian Investor Relations Institute and has served as a Director since 2014. Denis also served as a Director of 407 International Inc. since 2016.

See Denis speak on How to Shape IR in a Post COVID World on Tuesday, December 1.

Omar Javed
Vice President, Investor Relations
Hydro One Limited

Omar Javed assumed the Head of IR role in 2018, after joining the Hydro One investor relations team in 2015 shortly after its initial public offering. Prior to Hydro One, he worked in global Private Equity, Management Consulting, and Government with a focus on value creation. Omar attended Harvard Business School, Rotman School of Management and University of Western Ontario.

See Omar speak on Managing the Differing Needs of Debt Investors: Building Your Debt IR Capabilities on Tuesday, December 1.

Pentti Karkkainen
Board Chair,
AltaGas Limited
& NuVista Energy

Pentti Karkkainen is currently Chair of the Board of AltaGas Limited, a North American energy infrastructure company based in Calgary, Alberta. He also sits on the Board of Nu Vista Energy where he is Lead Director, Chair of the Compensation Committee and a member of the Audit Committee.

Pentti has over 30 years of investment management, energy sector research and investment banking experience. In 2000, he co-founded and became General Partner of KERN Partners, a leading Canadian, energy-focused capital markets and private equity firm. Prior to establishing KERN, Pentti was Managing Director and Head of Oil & Gas Equity Research at RBC Capital Markets where he was consistently ranked as one of Canada's top oil & gas equity analysts and one of Canada's top analysts overall.

See Pentti speak on The IRO - A Trusted Advisor on Tuesday, December 1.

Katie Keita
Senior Director, Investor Relations
& Social Impact, Shopify Inc.

Katie Keita leads a team that educates investors on Shopify's vision, strategy, markets, operations and results to help them make informed investment decisions. Because value creation by a company goes far beyond dollars and cents, Katie also leads Shopify's Social Impact team.

Prior to joining Shopify in March 2015, Katie was Director of Investor Relations at EMC Corporation, a storage technology company that merged with Dell in 2016. Katie joined EMC after working in microfinance and small business development in Senegal. Prior to serving in West Africa, Katie spent five years as Director of Corporate Relations at CBIZ (NYSE:CBIZ), a business services company based in Cleveland, Ohio.

Katie’s career in investor relations began in 1997 at SM Berger & Company, an IR firm specializing in small and mid-cap issuers. Katie holds an MBA and a Bachelor’s degree in English from Miami University, Oxford, Ohio.

See Katie speak on Short Selling Reports: A New Avenue for Investor Activism on Tuesday, November 24.

Karen Keyes
Principal
Keyes Principals Consulting

Karen Keyes has worked for 20+ years as a senior stakeholder engagement executive supporting management teams and Boards in Canada and the UK, most recently as Senior Vice President, Investor Relations at Aimia. She has led investor relations across three sectors for multi-listed, globally-focused companies. Having had responsibility for communications and sustainability reporting as well as having started her career in government relations and business development, she brings a multi-stakeholder perspective to corporate issues.

See Karen moderate the Building an IR Program from the Ground Up on Tuesday, November 24.

Hyewon Kong
Vice President
Responsible Investing
Investment Management
Corporation of Ontario (IMCO)

Hyewon Kong is Vice President of Responsible Investing at the Investment Management Corporation of Ontario (IMCO), which manages over $70 billion of Ontario public-sector pension funds, where she leads sustainable investing strategies and oversees ESG integration across all asset classes. With over 20 years of experience in both corporate and investment management in Asia, Europe and North America, Hyewon has been an ambassador of sustainable investing as an experienced portfolio manager and a subject-matter expert on ESG. Since moving from the UK to Canada six years ago, Hyewon has been instrumental in creating broad collaborations in the Canadian financial industry to drive a sustainability agenda and has been named to Canada's 2020 Clean50 leaders. She is a member of the Investment Committee of a municipality endowment fund and lectures on Investing for Impact, Environmental Finance and Sustainable Investment courses.

See Hyewon speak on ESG Matters: The Views of the Street on Tuesday, December 1.

Nick Kuzyk
Founder
Meadowbank Strategic Partners Inc.

See Nick moderate the ESG Case Study: Cenovus Energy Inc. – Committed to Sustainability Leadership on Monday, November 30

Robert Kwan
Managing Director
RBC Capital Markets

Robert Kwan is an energy infrastructure analyst, primarily covering Canadian pipeline, power and utility companies. He assumed lead coverage of this sector in early 2007, after covering power income trusts for three years. Robert joined RBC Capital Markets in 1998 in investment banking, and joined the energy infrastructure research team in 2003. He is the lead analyst for the Canadian pipelines, power and utilities team, which has been consistently top-ranked in the Greenwich and Brendan Wood surveys. Robert is a Managing Director of RBC Capital Markets.

See Robert speak on In Conversation with the Street on Tuesday, November 24.

Calvin Locke
Manager, Investor Relations
Keyera

Calvin Locke has over 15 years of experience in the oil and gas sector in Calgary. Prior to joining Keyera, he held various Engineering Project Management and Business Development positions with ConocoPhillips Canada.

See Calvin speak on The Long & Short of Hosting a Successful Investor Day on Monday, November 23.

Yvette Lokker
President & CEO
CIRI

Yvette Lokker has been the President & CEO of the Canadian Investor Relations Institute (CIRI) since January 2013. She joined CIRI in 2008 as the Director of Communications and Professional Development and was promoted to Vice President in the fall of 2011. Yvette oversees the strategic direction of the organization and executes the business plan. She was responsible for establishing the first investor relations certification program in North America.

Prior to joining CIRI, Yvette was the Manager, Investor Relations at MDS Inc. where she assisted in developing and directing the investor relations strategies and activities for seven years.

Yvette has a BSc. in Chemistry and a Business Diploma from Wilfrid Laurier University. She has completed the Strategic Management of Investor Relations program at the Richard Ivey School of Business, the Canadian Securities Course and the Governance Essentials Program for Directors of Not-For-Profit Organizations at the Rotman School of Management.

Meghan MacNicol
Director, Corporate Access
Institutional Equity
Sales & Trading
TD Securities

Meghan MacNicol is Director, Corporate Access, Institutional Equity Sales and Trading at TD Securities. Meghan started her career in the financial industry in 2007 with RBC Capital Markets, where she managed Capital Introduction for Prime Services and then became Head of the Canadian Corporate Access Group. She has over 10 years of experience leading strategic planning in corporate marketing and overseeing client relationships. While at TD Securities, Meghan has served on a ESG Committee and is currently on the Women in Leadership Committee.

See Meghan speak on How to Shape IR in a Post COVID World on Tuesday, December 1.

Jill MacRae
Investor Relations
Home Capital Group

Jill MacRae came to investor relations after a long career in fund management, including 19 years as a partner with J. Zechner Associates Inc. Upon leaving Zechner, Jill worked for several years as a strategic communications consultant to a range of public companies before joining Home Capital Group in 2018. At Home Capital, Jill has led a number of initiatives including a website revamp, updated Board materials and investor communications and running a successful investor day. She has managed communications around corporate events including two substantial issuer bids, a multi-year technology transformation and the issuance of Home’s first Residential Mortgage-Backed Securities. With the COVID-19 pandemic, investor relations has played a key role in strategic communications throughout the Home Capital organization.

See Jill speak on Building an IR Program from the Ground Up on Tuesday, November 24.

Shant Madian
Vice President, Investor Relations &
Corporate Communications
Crescent Point Energy

Shant Madian is Crescent Point’s Vice President, Investor Relations and Corporate Communications, a position he has held since 2018. He has been with the company since 2014 and brings 20 years of capital markets experience, including prior roles in investment banking, equity research and institutional sales. Prior to joining Crescent Point, Shant was Director of Institutional Equity Sales for a Canadian bank-owned dealer.

Shant received the TopGun Sales Professional award by Brendan Wood in 2012 for his focus on the Canadian energy sector. He earned a Bachelor of Business Administration from the Schulich School of Business at York University, with a concentration in finance and is a CFA Charterholder.

See Shant speak on Shareholder Activism: Are You Prepared? on Monday, November 23.

Gregory J. Martin
Executive Vice President &
Chief Financial Officer
SSR Mining

Gregory J. Martin was appointed Executive Vice President, Chief Financial Officer of SSR Mining following the merger with Alacer Gold in September 2020. Prior to the merger, Gregory served as Senior Vice President and Chief Financial Officer since January 2012. Before joining SSR Mining, he served as Vice President, Business Development and Treasurer for NovaGold Resources Inc. and prior to that, Gregory held executive financial roles with Finning International Inc., Zincore Metals Inc. and Placer Dome Inc.

See Gregory speak on Managing the Earnings Cycle on Monday, November 30.

Mike McAllister, CPIR
Vice President, Investor Relations
Sierra Metals Inc.

Mike McAllister, CPIR, is a mining specialized investor relations professional who joined the mining sector in June 2004. He is currently the Vice President of Investor Relations at Sierra Metals, a mid-tier, diversified metals producer. Mike previously was with Avion Gold Corp., which was sold to Endeavour Mining, as well as with Savary Gold, Alder Resources and Black Iron in their Investor Relations and Corporate Development programs. Previously, Mike worked at BMO Capital Markets in the Investment Banking, Metals & Mining Group. Mike completed the CIRI Investor Relations Certification Program through Ivey School of Business at the University of Western Ontario and received the Certified Professional Investor Relations (CPIR) designation.

See Mike speak on Best Practices for Reaching & Engaging with New Investors on Monday, November 30.

Ryder McRitchie
Vice President, Capital Markets &
Public Relations
Jupiter Resources

Ryder McRitchie has over 25 years of experience in the energy industry. In 2017, he joined Jupiter Resources, a privately held natural gas producer focused on the Alberta Deep Basin. His responsibilities there include Investor Relations, Government Relations and Communications.

See Ryder moderate the Managing the Differing Needs of Debt Investors: Building Your Debt IR Capabilities on Tuesday, December 1.

Nathalie Megann
ice President, Investor Relations &
Corporate Affairs
Chorus Aviation

Nathalie Megann is Vice President of Investor Relations and Corporate Affairs at Chorus Aviation. Nathalie has worked in the aviation industry for over 25 years, and has held leadership positions in corporate communications, investor relations, public affairs, and marketing.

See Nathalie moderate the The IRO - A Trusted Advisor on Tuesday, December 1.

Galina Meleger
Director, Investor Relations
Endeavour Silver

Galina Meleger is an investor relations and corporate communications professional with over 15 years diverse experience for publicly traded companies in the resource sector. Prior to joining Endeavour Silver, Ms. Meleger worked for Newmarket Gold and subsequently Kirkland Lake Gold, as a result of a business combination to form a mid-tier gold mining company with underground gold mines in Canada & Australia, where she was Director of Corporate Communications. Prior to that, Galina worked for KGHM, a Polish based major mining company, in a communications role overseeing the North and South American division, comprising of six mines and three development projects. From 2010 to 2015, Galina worked for Copper Mountain Mining, responsible for investor relations and corporate communications. Ms Meleger studied at the British Columbia Institute of Technology (BCIT), completing a Business Diploma in Financial Management and is a licensed Corporate Social Responsibility practitioner.

See Galina speak on Investor Outreach Re-imagined on Monday, November 30.

Jeff Mo
Portfolio Manager
Small Cap Canadian Equity
Mawer Investment Management Ltd.

Jeff Mo joined Mawer in 2008 where he is the Manager of the Mawer New Canada Fund and Mawer’s Canadian small cap mandates.

In December of 2014, he won the prestigious Domestic Equity Fund Manager of the Year award at the 20th annual Morningstar Awards. The Mawer New Canada Fund has also been recognized by the Morningstar Awards as best Canadian Small/Mid Cap Equity Fund on numerous occasions over the past decade.

Jeff received his Bachelor of Business Administration (Honours) from the Richard Ivey School of Business and also attended the School of Economics and Management, Tsinghua University, in Beijing, China. He is a Chartered Financial Analyst charterholder and a member of the CFA Society Calgary, and serves on the Board of Wycliffe Canada.

See Jeff speak on In Conversation with the Street on Tuesday, November 24.

Brad Monaco
Director, Capital Markets
Parkland Corporation

Brad Monaco is the Director, Capital Markets at Parkland Corporation, an independent supplier and marketer of fuel and petroleum products and a leading convenience store operator. In this role, he is responsible for Parkland’s investor relations program and a key contributor to Parkland’s overall capital markets and financial strategy.

Brad has diverse experience in the capital markets, having worked in the upstream oil and gas sector and buy-side investment management prior to Parkland. Most recently, Brad led Investor Relations, Corporate Planning & Strategy at Obsidian Energy. Before joining Obsidian, Brad was an Analyst, Canadian Equities and Trading at Fiera Capital Corporation where he helped manage approximately $700 million of high-net-worth private client assets.

Brad received a Bachelor of Commerce degree in Finance from the Haskayne School of Business at the University of Calgary. Brad is a CFA Charterholder and member of the Calgary CFA Society.

See Brad speak on Managing the Earnings Cycle on Monday, November 30.

Nathan Monash
Vice President
Business Sustainability
Lundin Gold Inc.

Nathan Monash is a sustainability practitioner within the mining industry. He has developed sustainability strategies and corporate governance structures for mining companies operating in North America, South America, Europe, Africa and Australia. He has authored several publications on these issues and has worked for organizations including AngloGold Ashanti, the International Finance Corporation, Rio Tinto Alcan, as well as the World Economic Forum. Currently, Nathan leads the integration of sustainability processes in all areas of Lundin Gold, ensuring long-term viability of the both business and the communities where the company operates.

Nathan graduated from McGill University with a B.Sc. in Biology. He also has a Master’s in International Affairs from Fletcher School of Tufts University, and a graduate certificate in Sustainability Leadership from the University of Cambridge.

See Nathan speak on Delivering on ESG with Limited Resources & Budgets on Tuesday, November 24.

Monica Moretto
Vice President
Social Sustainability
Diversity & Inclusion
Pan American Silver Corp.

Monica Moretto is a seasoned Social Engagement professional with more than 25 years experience in communications and social responsibility. She holds a BA in Communications from Argentina, as well as a designation as a Corporate Social Responsibility professional, CSR-P, and Conflict Resolution training from the Justice Institute of British Columbia. Monica has been with Pan American Silver Corp. (PAS) for the past 11 years, specializing in stakeholder engagement, the development of social programs and alternative social-economic development.

During her tenure with PAS, Monica created and developed a Corporate Social Responsibility department for this organization that has now become a well-recognized program among the industry. In addition to developing this department, Monica regularly travels to remote mining communities throughout Latin and South America developing relationships with workers and their families and community members, creating opportunities for dialogue in a participatory way, including industry leaders and international NGOs.

As a result of first-hand experience with local communities, Monica has developed a passion for championing women’s rights, not only abroad but in corporate North America as well. Monica actively participates as a Board member of Woman in Mining BC and Women Who Rock Canada. Monica has been the recipient of the highly regarded Award in Social and Environmental Responsibility from the Association of Mineral Exploration of British Columbia.

See Monica speak on Delivering on ESG with Limited Resources and Budgets on Tuesday, November 24.

Mukani Moyo
Expert Associate Partner
McKinsey & Company

Mukani Moyo is an Expert Associate Partner in McKinsey & Company’s Basic Materials Practice, based in Toronto. He serves mining clients around the world on a range of topics, primarily in operations, procurement, capital productivity, and strategy. His work focuses on helping mining companies successfully deliver large-scale performance transformations, safely improving productivity and financial performance.

See Mukani speak on The Compelling Case for Diversity & Inclusion on Monday, November 30.

Dean Naugler
Vice President
Corporate & Shareholder Services
Olympia Trust Company

Dean Naugler is the Vice President, Corporate & Shareholder Services at Olympia Trust Company. Having spent over 20 years in the transfer agent and corporate trust industry, Dean has extensive experience assisting issuers with financings, corporate reorganizations and shareholder meeting services. Dean is a graduate of Dalhousie University, and is an active member of several industry associations, including the Canadian Investor Relations Institute and the Securities Transfer Association of Canada.

See Dean moderate the Shareholder Activism: Are You Prepared? session on Monday, November 23.

Sandy Noyes, CPIR
Former Director, Investor Relations
Detour Gold Corporation

Sandy Noyes is a seasoned investor relations professional with over 20 years experience in capital markets and investor relations. Most recently, Sandy was the Director of Investor Relations at Detour Gold where she helped the company rebrand and successfully navigate the acquisition process of the company by Kirkland Lake Gold. Previously, Sandy worked at Troy Resources, a mid-tier gold company based in Australia with assets in South America.

Prior to transitioning her career to investor relations, Sandy worked at BMO Capital Markets in the Institutional Equity Sales and Trading group. Sandy earned her CPIR Designation through the Ivey Business School at the University of Western Ontario in 2019. She has completed the Canadian Securities Course and holds a Bachelor of Fine Arts from Brock University.

See Sandy speak on Strategic IR During M&A on Monday, November 30.

Ashley Nuell, CPIR
Vice President, Investor Relations
& Stakeholder Communications
Deloitte Canada

Ashley Nuell is a Vice President working in Deloitte's Assurance practice with a focus on investor relations and stakeholder communications. She is a seasoned IR practitioner with deep expertise in disclosure strategies, valuation analysis, capital markets engagement and company positioning. Prior to joining Deloitte in early 2020, Ashley led high impact IR and ESG initiatives in energy and energy infrastructure comapnies for over a decade. Based in Calgary, Ashley is a leader in the investor relations profession and is a Certified Professional in Invetsor Relations (CPIR).

See Ashley moderate the Sustainability: BlackRock's New Standard for Investing on Monday, November 23.

John Nunziati
Investor Relations Partner
Q4 Inc.

John Nunziati is an Investor Relations Partner at Q4. Prior to joining Q4, John managed Corporate Relationships at IEX, the Investors Exchange. John has spent much of his career in investor relations, having previously led the IR function for Nimble Storage until their acquisition by HPE. Before joining Nimble, John led investor relations at Avaya, and was a member of the IR teams at Juniper Networks and Applied Materials.

John’s background also includes various business unit & corporate finance roles, and non-finance roles at Applied Materials, Raychem, and Intel. He has a Bachelor of Science in Accounting and an MBA, both from Santa Clara University.

John has been active in NIRI since 1999, currently serving on the Virtual Chapter as President-Elect. He has previously been a Board member for the San Francisco and Silicon Valley chapters. He also contributed to the IR Certification Body of Knowledge Committee.

See John speak on Best Practices for Reaching & Engaging with New Investors on Monday, November 30.

Paul O’Hea
Managing Director, Head Global
Equity Sales & Trading, Scotiabank

Paul O’Hea joined the Equity Sales and Trading team at Scotiabank in 2011 and brings over 15 years of institutional trading experience from both RBC and Merrill Lynch. As Head of Global Cash Equities, Paul is responsible for managing the sales trading teams across Scotiabank’s global footprint; overseeing all facets of execution solutions, equity research sales and corporate access. Paul holds a Bachelor of Commerce degree from Dalhousie University.

See Paul speak on Capital Market Drivers on Monday, November 23.

Scott Parsons
Vice President, Investor Relations
Alamos Gold

Scott Parsons joined Alamos Gold in 2013 and was appointed Vice President of Investor Relations in 2015. Scott has nearly 20 years of capital markets, finance and investor relations experience in progressive roles, primarily in the mining industry. Prior to joining Alamos Gold, he was an Equity Research Associate and Analyst in the mining group at TD Securities. Scott graduated with an Honours Bachelor of Business Administration degree from Brock University and is a CFA Charterholder.

See Scott speak on Investor Outreach Re-imagined on Monday, November 30.

Sarah Regan
Head of U.S. Corporate Access
T. Rowe Price

Sarah Regan is Head of Corporate Access for U.S. Equity at T. Rowe Price. In this role, Sarah is responsible for managing in-house Corporate Access solutions to positively impact the investment research process. Sarah oversees the origination of access to corporate management and the sector specialists who partner with the investment professionals to unearth opportunities around research and thematic event ideas. Our internal offering is responsible for building on and fostering new corporate relationships to best educate companies on T. Rowe’s global funds and ensure proper connectivity between the firm’s investors and the management teams they engage.

Prior to joining T. Rowe Price, Sarah was Head of Consumer, Energy & Industrials Corporate Access at Cowen & Company and a Vice President at Bank of America Merrill Lynch within the Corporate Access unit. Sarah also worked at Sloane & Company, a corporate communication, crisis management and investor relations firm based in New York, NY. She earned a B.A. from the University of Virginia.

See Sarah speak on How to Shape IR in a Post COVID World on Tuesday, December 1.

Simon Rose
Chief Executive Officer
Rose & Company

Simon Rose is a 25-year Wall Street veteran. He co-founded and served as the Chief Executive Officer of Dahlman Rose & Company, an investment bank focused on transportation, commodities and infrastructure. Under his leadership, Dahlman Rose grew from 6 to 200 employees across five offices in the United States and Canada and expanded its research coverage from a single sector to over 20 discrete sectors focused around the theme of our natural resource economy and supply chain.

See Simon moderate the Investor Outreach Re-imagined on Monday, November 30.

Courtney Rushford
Sustainable Finance &
Corporate Transitions Team
TD Securities

Courtney Rushford is an Associate on the TD Securities Sustainable Finance & Corporate Transitions team. Courtney started at TD in 2015 in the Debt Capital Markets group, advising clients on green, social, and sustainability bond issuance. Courtney also has previous experience in middle-market private debt underwriting and portfolio management at Angelo Gordon.

See Courtney speak on The ESG Ecosystem from Different Vantage Points on Monday, November 23.

Greg Secord
Vice President, Investor Relations
Open Text Corporation

Greg Secord is Vice President, Investor Relations for Open Text Corporation with responsibility for relations with sell-side analysts and institutional investors. Greg has 20 years of IR experience in both North American and European capital markets, and has managed IR through over 50 acquisitions. He has consulted, advised and counseled many industry leaders including some of the largest technology and insurance companies in Canada. Greg has created presentation materials for the Toronto Stock Exchange to educate executives of newly listed companies on the fundamentals of best practices IR. He has also been quoted in industry trade publications and is a published contributor to post-secondary textbooks on business and accounting. He is the recipient of numerous IR Magazine Awards in Canada including for Best Investor Relations Officer, Best Overall Investor Relations, Best Use of Technology and Best Investment Community Meetings. Greg is past Chair of NIRI’s Senior Roundtable and past Board member for NIRI’s Virtual Chapter and the Canadian Investor Relations Institute (Ontario).

See Greg speak on How to Shape IR in a Post COVID World on Tuesday, December 1.

Krista Severson Norlin
Senior Advisor, Investor Relations
Enerplus Corp.

Krista Severson Norlin has been in investor relations at Enerplus Corporation for nearly 10 years. She has 25 years of experience in the oil and gas industry, including her most recent role in investor relations and varying levels of responsibility in the areas of financial reporting, internal controls, oil and gas marketing, and information systems. Krista is a Chartered Professional Accountant (CPA, CMA) and holds a Bachelor of Commerce (Accounting) from the University of Calgary.

See Krista moderate the Managing the Earnings Cycle on Monday, November 30.

Mark Sitter
Vice-President Sustainability
Lundin Foundation

Mark Sitter is Vice-President Sustainability of the Lundin Foundation, leading social and economic development projects and sustainability advisory services, primarily in the Americas. Mark draws on 20 years’ experience in sustainability, government relations, communications and international development in complex settings around the world. He has a track record of developing and implementing strategy and management systems, managing material risks and issues, and fostering key relationships, partnerships and initiatives. Prior to joining the Foundation, he held senior roles with Sherritt International, including heading up external relations at the Ambatovy nickel project in Madagascar. His experience provides him with insight into the intersection of commercial aspirations and societal expectations on both a local and global level. Mr. Sitter speaks English, Spanish and French, and holds a public relations degree from Mount Saint Vincent University.

See Mark speak on Delivering on ESG with Limited Resources & Budgets on Tuesday November 24.

Walied Soliman
Chair, Norton Rose
Fulbright Canada LLP
& Chair, Capital Markets
Modernization Taskforce

Walied Soliman is the Canadian Chair of Norton Rose Fulbright. He is also Co-Chair of our Canadian special situations team, which encompasses Canada's leading hostile and complex M&A, shareholder activism and complex reorganization transactions. He is widely regarded as one of the leading special situations practitioners in Canada. Over the past several years, Walied has been involved in almost every major proxy battle in Canada, acting for both issuers and activists. In addition, his practice focuses on mergers and acquisitions, restructurings, financings, corporate governance and structured products.

Sought after for his depth of knowledge and experience, Walied was appointed in February, 2020 by the government of Ontario to serve as Chair of the Capital Markets Modernization Taskforce, whose mandate was to conduct a full review of the capital markets regulatory regime.

Walied was the only lawyer recognized in the Globe and Mail's Report on Business Magazine Power 50 list for 2017; was designated as a "Star Lawyer" by Acritas in 2017 for ranking in the top 28 lawyers globally (over 5,000 lawyers) as selected by a panel of over 3,000 senior in-house counsel; ranked as a leading Canadian corporate lawyer by both Chambers Canada and Lexpert Canada since 2016; named one of the 25 most influential lawyers in Canada by Canadian Lawyer magazine in 2014; ranked by Best Lawyers in Canada since 2013; and was ranked as one of the Top 40 Lawyers under 40 in Canada by Lexpert magazine in 2009. Walied sits on the Board of the BlackNorth Initiative against anti-Black racism, and among other philanthropic endeavours, he is a Board member of the Toronto SickKids Hospital Foundation.

See Walied speak on Regulatory Update: What IROs Should Know on Tuesday, December 1.

Berk Sumen, CPIR
Head Company Services
Capital Formation
TMX Group

Berk Sumen has 18 years of capital markets, investor relations and communications experience. He has led the investor relations and communications programs of several TSX-listed companies. Berk began his career as an investment analyst at a Calgary-based private equity firm. In his current role at the TMX Group, he provides solutions that facilitate the funding, growth and success of TSX and TSXV companies. Berk holds a double B.A. from McGill University, a Graduate Certificate in Public Relations from Mount Royal University and is a Certified Professional in Investor Relations (CPIR) through the Canadian Investor Relations Institute and the Richard Ivey School of Business at Western University.

See Berk moderate the Delivering on ESG with Limited Resources and Budgets session on Tuesday, November 24.

Taylor Thoen
CEO – Founder, Executive Producer
BTV Business Television

Taylor Thoen is the founder and creator of the longest running investment TV show in Canada, BTV – Business Television and the largest library of issuer videos, CEO Clips. Taylor completed the EO – Entrepreneurial Master’s Program at MIT and is the recipient of numerous awards including Canada’s Top 25 Female Entrepreneur, Profit 100 Canada’s Fastest Growing Company Award and Ernst & Young Entrepreneur of the Year nominee.

See Taylor moderate the The Long & Short of Hosting a Successful Investor Day on Monday, November 23.

Tom Tran
Director, Investor Relations
Aimia Inc.

Tom Tran is the head of Investor Relations at Aimia Inc. (TSX: AIM), a data-driven marketing company that operates a loyalty solutions business for leading brands across many verticals globally, and owns minority interest in travel loyalty investments in Mexico and Asia.

Prior to joining Aimia, he was an equity research analyst at LUSIGHT Research (formerly a Goldman Sachs affiliate) – an independent provider of emerging markets research to institutional investors – primarily conducting fundamental analysis and pre-IPO evaluations for five years.

Tom holds a BBA in Finance from the University of Toronto, a MBA in investment management from Concordia University, and is a level three candidate in the CFA program.

See Tom speak on Shareholder Activism: Are You Prepared? on Monday, November 23.

Sherry Wendt
Director, Investor Relations
Cenovus Energy Inc.

Sherry Wendt leads Cenovus’s investor relations team and is responsible for stewarding Cenovus’s capital markets messaging and relationships with the investment community and shareholders.

Sherry has over 15 years of experience in the oil and gas industry. She joined Cenovus in 2015 and in addition to leading the investor relations team, has served as Associate General Counsel, Assistant Corporate Secretary and Director, Corporate Secretarial Legal. Prior to Cenovus, Sherry spent over seven years with Penn West Energy, serving as Corporate Secretary and Corporate Counsel. She started her career with Bennett Jones LLP where she focused on oil and gas (particularly A&D and joint ventures), banking and corporate law.

Sherry holds a Bachelor of Laws degree from the University of Calgary and a Bachelor of Commerce degree in actuarial mathematics from the University of Manitoba. She also holds a Chartered Secretary designation. In 2018, Sherry received a Lexpert Rising Stars Award, recognizing her as one of 40 leading lawyers under 40 in Canada.

See Sherry speak on a Case Study: Cenovus Energy Inc. – Committed to Sustainability Leadership on Monday, November 30.

Flora Wood
Director, Investor Relations
Altius Minerals Corporation

Flora Wood is currently Director, IR at Altius Minerals Corporation, and is a Board and Audit Committee member of two junior mining companies, Abraplata Resources and Treasury Metals. Flora has worked for over 25 years primarily with natural resource and steel industry companies ranging from micro cap to mid cap in size. She won an IR magazine Best IRO award in the Canadian mid cap category.

See Flora speak on Best Practices for Reaching & Engaging with New Investors on Monday, November 30.