Speakers 2022 Toronto

 

LEADING FACULTY
 
 

Juan Carlos Artigas, Global Head of Research World Gold Council

Juan Carlos Artigas joined the World Gold Council (WGC) in 2009 and is the Global Head of Research. He and his team focus on developing timely insights on the gold market including drivers of demand, supply, and performance as well as key attributes of gold as an investment and its role in investor portfolios.

During his tenure, Juan Carlos has reshaped the organization’s approach to research through robust and comprehensive financial analysis incorporating findings from gold physical and derivatives markets and their link to macroeconomic and geopolitical dynamics. This perspective has informed the development of WGC’s Gold Valuation Framework, an academically validated methodology for understanding gold performance.

Previously, Juan Carlos worked at JPMorgan Securities as a US and Emerging Markets fixed income strategist. In this role, he developed sovereign- and corporate-debt valuation frameworks and contributed to leading US and Emerging Markets financial publications.

Juan Carlos holds a BS in Actuarial Sciences from ITAM (Mexico) and an MBA and MS in Statistics from the University of Chicago. He was also a candidate for Doctor of Philosophy in Econometrics and Statistics from the University of Chicago.

 
 

Ahmed Farooq, Senior Vice President, Head of Retail ETF Distribution, Franklin Templeton Canada

 
 
 

Kelly MacDonald, Enterprise Client Leader (Toronto/New York), Senior Vice President, AON

Kelly first joined Aon in 2004 as member of the Professional Service Group and has since served in a variety of sales leadership, business development and client advisory capacities. In her most recent role, Kelly served as the Growth Leader, Strategy and Execution for Canada’s largest region, where she supported clients and colleagues in the areas of Risk, Health and Wealth with a focus on emerging and evolving risks.
Kelly is a regular public speaker at client conferences and other professional events. She is also actively involved in mentoring programs, both internal and external to Aon, with her most recent mentoring engagement in support of the Risk Management Association (RMA Toronto), where she partnered in mentorship with senior leaders from Canada’s two largest banks.
Kelly is the co-chair of the Big Brothers Big Sisters (Toronto) Fundraising Committee, a role that she has held since 2017. She is also a member of the Women’s Executive Network Member (2014 to present), MacKay CEO Forums (2018-2020) and served as an ‘Innovator’ for the Hospital for Sick Children from 2017-2019.
She first began working in the industry in May 1997.

 
 

George Milling Stanley, Chief Gold Strategist, State Street Global Advisors

George Milling-Stanley is Chief Gold Strategist with State Street Global Advisors. He joined SSGA as a Vice President and Head of Gold Strategy in November 2014. Before joining SSGA, George ran the independent consultancy George Milling-Stanley on Gold, LLC. He retired from the World Gold Council in 2011 after a 15-year career there. Most recently he had been responsible for all programs involving central banks, governments, and regulatory authorities. Before that, he was a key member of the small team that pioneered the development of gold-backed Exchange Traded Funds. His earlier career included six years on the precious metals trading desk of Lehman Brothers. Previously he worked for Consolidated Gold Fields in London, and before that spent 10 years as a reporter and columnist with the Financial Times. An acknowledged authority on all aspects of the gold business, George Milling-Stanley is a regular speaker at international conferences.

 
 

Jonathan Needham, Vice President & Director, Lead of ETF Distribution, TD Asset Management Inc.

Jonathan is Lead of ETF Distribution for the firm and works closely with the Wholesaling and National Accounts Teams across Canada with a focus on differentiating TD ETF offerings within the marketplace and driving market share growth. He has extensive experience in the Canadian Investment Industry in various roles, including Senior Sales Executive, Senior Marketing Executive, Sales Coach and Consultative Sales. Jonathan holds a Certificate in Human Resource Management from Sheridan College and an MBA from Lebow College of Business at Drexel University.

 
 

Julien Palardy, Managing Director, TD Asset Management Inc.

Julien is Head of the Quantitative Group Portfolio Management Team. The team is responsible for overseeing the modelling, research and management of various Quantitative strategies, including Low Volatility Equities, Passive Equities and Systematic Alpha Equities.
He previously headed the Quantitative Equity Portfolio Management Team and was Lead Portfolio Manager for firm's Systematic Alpha, Low Volatility and Low Volatility Plus funds. He has co-managed the firm’s Institutional Asset Allocation mandates, designed forecasting models for strategic and tactical asset allocation, built quantitative equity strategies for North American and Global long-only and North American market neutral funds, and built quantitative fixed income strategies for Canadian and global bond funds.
Julien holds a B.Sc. and an M.Sc. in Applied Financial Economics, both from HEC Montréal.

 
 

Veronika Popova, Director, ETF Strategy, CI Global Asset Management

As Director of ETF Strategy, Veronika’s primary responsibility involves working with the various departments within CI GAM to help promote the growth of the ETF business, assisting investors and advisors on ETF education and how to incorporate them into their portfolios.

Veronika brings a wealth of ETF knowledge, including product strategy, trading & liquidity, market structure, portfolio development, and has been involved in the launch of several ETFs in the Canadian marketplace.

Prior to joining CI GAM, Veronika held roles with global asset managers Vanguard and RBC GAM, where responsibilities included managing primary and secondary market ETF trading, assisting clients with trade execution, and supporting the overall operations of an ETF business.

Veronika holds a Bachelor of Commerce (Finance) from Ryerson University and is a CFA Charterholder.

 
 

Pat Dunwoody, Executive Director, Canadian ETF Association (CETFA)

Pat is a client and relationship-focused executive with an in-depth background in all aspects of the investment fund industry. She brings a strategic perspective while developing quality initiatives and demonstrates a clear grasp of the drivers behind client satisfaction and the impact on the bottom-line.

 

She has spent over 35 years in the Financial Services industry and is currently the Executive Director of the Canadian ETF Association. She has been an active member on many industry committees in support of efficiency and standardization.

 

Pat is also actively involved in her community:

  • Immediate Past Board Chair, Community Living Dufferin

  • Board member, Prosper Canada

  • Board Member, QCC

 

She lives in East Garafraxa, Ontario with her husband and dog Otis.

 
 

Benjamin Tal, Deputy Chief Economist, CIBC World Markets Inc.
Mr. Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk.
Well-known for his ground-breaking published research on topics such as labour market dynamics, real estate, credit markets, international trade and business economic conditions, Mr. Tal not only contributes to the conversation but also frequently sets the agenda.
He has close to 20 years of experience in the private sector advising clients, industry leaders, corporate boards, trade associations and governments on economic and financial issues.
National and global media regularly seek him out for his insight and analysis on economic issues that impact financial markets, consumers, corporations and public policy. He is also a frequent lecturer in the economic programs of various Canadian universities.
Mr. Tal is a member of the Economic Committee of The Canadian Chamber of Commerce, The Economic Development Committee of the Toronto Board of Trade. He is also a member of board of Governors of Junior Achievement of Central Ontario, and a board member of the Toronto Financial Services Alliance.

 
 

Dave Wahl, Director, Senior Portfolio Specialist, ClearBridge Investments

 
 

Greg Walker, Director, Capital Markets and Strategic Relationships, BMO Global Asset Management
Greg Walker is Director, Capital Markets and Strategic Relationships at BMO Global Asset Management. Before re-joining BMO, Walker was head of institutional ETF sales for Vanguard Investments Canada Inc. and global head of ETF distribution at RBC Capital Markets. He also served as executive vice-president and head of institutional and national accounts at Evolve ETFs and was head of iShares business development at BlackRock Asset Management Canada.
Greg started his career at Bank of Montreal and has held various investment roles including high yield debt analyst and portfolio manager in a fixed income investment management group specializing in credit risk assets.
Mr. Walker earned an HBA in economics and financial management from Wilfrid Laurier University. He is a CFA® charterholder and has held positions on a number of investment industry boards, including the Buy-Side Investment Management Association (BIMA) and the board of Women in Capital Markets.

 
 

 


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