Stay tuned for other speaker biographies!

Leah Brock
Senior Vice President, Marketing
Brandes Investments

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.

Martine M. Irman
Vice Chair, TD Securities
Senior Vice President, TD Bank Financial Group

Martine Irman is responsible for enterprise-wide initiatives at TD Securities and is the lead executive for ensuring client relationship management is seamless across the firm’s key global businesses, Equity, Interest Rate and Currency products. Martine also has accountability for Global Transaction Services and global lending relationship management. As a member of the TD Securities Supervisory Committee, Martine plays a key role on the firm’s senior leadership team.

Over the past 20 years, Martine has held several executive positions with TD Securities, including most recently, Vice Chair, Global Capital Markets Products. In this role, she set strategy, provided leadership for a team of 400 front-line professionals who were based on three platforms on different continents, and had accountability for Interest Rate and Currency Trading, Origination and Sales across all client channels, Institutional, Corporate, Commercial, Retail and Wealth. Before joining TD, Martine held increasingly senior treasury related roles at CCL Industries

A graduate of the University of Western Ontario, Martine holds a Bachelor of Arts in Economics and Financial Studies. She has also completed The Wharton Business School Advanced Management Executive Program at the University of Pennsylvania.

Martine values community involvement and is also known as a strong leader and mentor for women in the investment industry. Her current activities include acting as a Board Member for Big Brothers and Big Sisters of Toronto and Campaign Cabinet Member and Co-Chair of Women Gaining Ground for United Way Toronto. Also active in the investment community, Martine is a member of Women in Capital Markets and was a recipient of the 2005 WCM Heather L. Main Memorial Scholarship for enrolment in the University of Toronto’s Rotman School of Management Judy Project, a forum for executive women.

Martine is also part of TD’s Expanding Leadership Opportunities for Women Committee. Martine was honoured as one of Canada’s Top 40 Under 40TM. Martine is bilingual in French and English.

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.

Bob sits on a number of foundation investment boards. As well, he is actively involved in motivational speaking, particularly in the business school community. In the past year he has spoken at conferences at McMaster, Wilfrid Laurier and the Winnipeg Foundation. Recently he has developed a new presentation for high school graduates as they prepare themselves for university.

Michael MacBain
General Partner
East Coast Performance Fund

Michael MacBain has over 23 years experience in the financial services industry in various trading
and senior management roles for leading investment dealers. Most recently he was Managing Director, Head of Global Debt Markets, RBC Capital Markets from 2008 to 2009, where his primary
responsibilities included origination, research, underwriting, sales and trading for the derivative products (equity, interest rate and credit), fixed income, money market, foreign exchange and alternative asset global product groups.

Prior to RBC Capital Markets he was employed by TD Securities for 12 years, including as President from 2002 to 2006. At TD he held various senior management roles focused on derivatives (equity, interest rate and credit), fixed income, money market and foreign exchange global products. From 1994 to 2001 he successfully grew the business from a revenue base of $25mm to $1.2bn.

Prior to TD he was a derivatives trader at other leading global financial institutions. He was awarded
Canada’s Top 40 Under 40 Business Person in 2004. He has completed the Executive Management
Program, Stanford University and received his Bachelor of Arts, Honours Economics and Finance, from McGill University.

Daniel J. McCarthy
Vice Chairman
CIBC World Markets  

As Vice Chairman at CIBC World Markets, Danny focuses on senior coverage for a broad range of industrial companies and specialty business income funds. Important equity transactions have included IPOs and/or secondary offerings for New Flyer Industries, Royster-Clark Inc., Norcast, Pizza Pizza, Spinrite, PBB Global Logistics, Richards Packaging, IBI, Custom Direct, BFI Canada, Sleep Country Canada, Davis + Henderson, Energy Savings and Decoma International. Advisory clients have included BFI Canada, Progressive Moulded Products, Royster Clark, Stackpole and Magna International. Prior to joining CIBC’s Investment Banking Group, Danny was a Managing Director in the Equity Markets Group in Toronto. Danny earned a Bachelor of Commerce degree from Saint Mary’s University in Halifax, graduating summa cum laude, and is also a Chartered Accountant.

Sunny Ng, CFA
Bachelor of Commerce & MBA, Concordia University

Sunny first joined Brockhouse & Cooper as a Research Analyst in 2006 and re-joined the firm in 2009 to lead the our research efforts in the area of Alternative Investments. From 2007 to 2009, Sunny worked at AllianceBernstein Institutional, as an Assistant Vice President and Manager serving institutional clients and consultants in Canada. Previously he was an associate editor at Callstreet LLC and a field trainer and financial consultant in the retail investment Industry.