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Peter D.  Clarke
Managing Director
Client Service and Marketing
Beutel Goodman

Peter joined Beutel Goodman in 2008 and has over 25 years of investment experience. He is responsible for all client service and marketing activities. He is also a member of the BG Management Committee and sits on the Board of Directors.

Prior to joining BG, Peter was Managing Director, Head of UBS Global Asset Management (Canada) where he had overall responsibility for the firm in Canada including the client service and business development divisions. In his prior role at UBS, as head of the Institutional Sales and Client Service Group, Peter was based in Chicago and led a team in central North America responsible for approximately $60 billion in assets.

Peter is a member of several professional organizations including the International Benefits Foundation, the Canadian Pension and Benefits Institute and the Investment Counsel Association of Canada where he formerly served on the Association’s Board of Directors. Peter is a graduate of the University of Hartford.

Martha Fell
CEO
Women in Capital Markets

Martha is the CEO of Women in Capital Markets and the first person to be hired to fulfill this role for WCM. Martha has been a member and volunteer of WCM since 2002 and was a board member from 2003 – 2007.  As President (2005-2006) and then as Past president (2006-2007), Martha was involved in every aspect of the organization. In 2004 – 2005, Martha was chair of the Vinifera Gala Fundraiser, and in 2003-2004 was Chair of the Sponsorship.

Over Martha’s 15 year career with CIBC World Markets in the Debt Capital Markets (DCM) division her role grew from Manager of the Retail Bond Trading & Sales Desk, to Business Development and Strategic Initiatives and most recently she was a member of the Debt Origination team. Martha was also a member of the CIBC World Markets Employment Equity and Diversity committee and was the division’s representative to the CIBC National Council for Employment Equity and Diversity. In 2006, Martha co-founded the CIBC Women’s Network, the bank largest affinity group.

Martha received a B.Com from Dalhousie University in 1991 and the CIBC Chairman's award in 1998. Martha is also a member of the Board of Trustees for the Havergal College Foundation, as well as a class parent and active volunteer at Blythwood Public School. Martha co-chaired the Lawrence Park Family Fun Day for 2008, and is on the fundraising committee for the OCAD (Ontario College of Art and Design) Whodunit event.

Stephen Foote
Director

Mr. Foote is responsible for business development activities at Northleaf, working closely with existing and prospective investors and investment consultants to design, develop and monitor their private markets portfolios.

Prior to joining Northleaf in 2010, Mr. Foote was an Executive Director at UBS Global Asset Management where he was responsible for marketing a global product platform to institutional investors, including both traditional and alternative asset class offerings and services. Previously, Mr. Foote was Vice President, Global Head of Marketing, at Northwater Capital Management Inc. where he headed the firm's marketing, sales and client services activities globally with a focus on alternative investment solutions. Mr. Foote began his career as a consultant at Mercer where he was responsible for delivering a broad range of investment consulting services to pension plans.

Mr. Foote received a B.A. (Honours) from York University and holds the Chartered Financial Analyst designation.

David D. Hay
Managing Director and Vice Chairman
CIBC World Markets

Mr. Hay joined CIBC in 2010 as Managing Director and Vice Chairman of CIBC World Markets Inc. In his role, Mr. Hay focuses on senior relationships for CIBC with particular attention to power and utility clients.

Mr. Hay was the CEO of New Brunswick Power Corporation for six years ending January 2010. Mr. Hay and his team, using various private sector management techniques executed a turnaround of the corporation. He was appointed by a conservative government and renewed by a subsequent liberal government. Focus was on operations, HR and financial performance. A ten percent reduction in headcount, introduction of Balanced Scorecard methodology and other techniques turned four years of losses ($156 million) into five profitable years ($285 million). A failed fuel deal with Venezuela was rehabilitated through a $338 million settlement with the Chavez government. HR focus on “people at their best” resulted in a Top 100 Employer designation for the past three years and a zero lost time accident record over a 12 month period.

Prior to NB Power, Mr. Hay ran his own consulting company, Delgatie Incorporated which orchestrated the IPO financing for Star Choice Communications, and the TSX public takeover of Champion Road Machinery by Volvo. From 1984 to 1996 Mr. Hay worked for Merrill Lynch in Toronto and London England with the bulk of his career spent in European Mergers and Acquisitions ending up as Managing Director. On his return to Canada, Mr. Hay was a Senior Vice President and Director responsible for Mergers and Acquisitions.

A lawyer by training, Mr. Hay started his career as at Osler, Hoskin & Harcourt in Toronto, was a Law Clerk at the Supreme Court of Ontario and taught part time at both the University of Toronto and University of New Brunswick.

Tom Liston
Director of Research
Versant Partners

For the past 7 years, Tom has consistently ranked among the top 5 Software & IT Services analysts in several surveys, including: Brendan Woods, Starmine, Greenwich Associates and Reuters. In 2007, his recommendation of two companies that finished among the top 5 of all TSX listed companies (in terms of share price appreciation) resulted in Tom being ranked #1 in the Starmine awards for Software and IT Services.

Tom has completed a Bachelor of Business Administration degree in Finance from the University of New Brunswick, a Master of Arts in Economics and Finance from Queen's University, and is a CFA charterholder.

Robert Livingston
Vice President
McLean Budden

Bob is a senior vice-president with McLean Budden in Toronto and is a leader in their Private Wealth practice that manages portfolios for individual investors. McLean manages about $34 billion of assets for pension plans, foundation and endowments, mutual funds and private clients.

Bob started his career in 1974 in on the sell side of the investment business. He spent 15 years with Merrill Lynch and another 5 years with RBC Capital Markets. In 1994 he completed his CFA and in 1996 he moved to the buy side in joining McLean Budden.

In the last five years Bob has written over a dozen papers on personal development, philanthropy and wealth management. He strongly believes all three play important roles in helping others reach their full potential in their lives He has made numerous presentations to high school and university students, retirees and those interested in philanthropy.

When asked why he does it, Bob’s answer is simple. “It expands my comfort zone, it gives me a way of giving back to the community, and most importantly, I am having fun doing it.”

Greg Young
Managing Director
Derivative Products
TD Securities

Greg has worked on Bay Street in capital markets for over 25 years. He is currently leading a team at TD Securities in the Corporate Derivatives Origination group providing delivery of market risk management solutions.

Currently at TD Securities, Greg had previously spent his career in Toronto working in both trading and sales roles at Bank of Montreal, Bank of America and CIBC World Markets. In addition to his contributions to the business, Greg is a strong mentor, sharing his knowledge and experiences to build capital markets capability, and dedicating his time to educating and recruiting bright new talent into the wholesale bank.

Greg played an important role in securing a material donation from TD Securities to UNB which was a contributing factor in the creation of The Futures Atlantic Symposium. He served two years on TD’s LGBTA diversity sub-committee and has been an active champion of TD’s campus recruitment efforts.

A former Canadian ice dance champion, Greg received his BA in Economics from York University, and holds an MA in Economics from the University of New Brunswick.