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Bruce Cooper, CFA
Managing Director
TD Asset Management
Toronto, Ontario

Bruce is the head of all traditional fundamental equity teams within TD Asset Management, overseeing the management of the Canadian, U.S and international equity portfolios.  He spent three years working in TDAM’s UK office and returned to Toronto in 2005 to continue to build the team’s international expertise.

Bruce is the lead manager of the TD Global Dividend Fund for TD Mutual Funds and supports all international mandates for TD Waterhouse Private Investment Counsel.  Prior to joining the London office, Bruce worked with TDAM where he managed the TD Canadian Small Cap Fund for several years and the TD Private Small/Mid Cap Fund. He has also worked as an analyst in several sectors, including industrial, healthcare and banking. Prior to joining TD, Bruce worked in proprietary trading for Lancaster Financial and in the equity research department at Wood Gundy. 

Bruce received a B. Comm from Queen’s University in 1988, an MA in Political Science from McGill University in 1991.  He is a CFA charterholder.

 

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.

 

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 W. MacBain
Former Investment Executive

Mike MacBain joined RBC Capital Markets on November 1, 2007.  As head of global debt markets at RBC, Mike is responsible for credit, equity, interest rate and foreign exchange derivatives.  In this role, Mike is also responsible for global fixed income and foreign exchange.

He retired from his role as President of TD Securities and Executive Vice President of TD Bank Financial Group on Oct 31st of 2006.  As President of TD Securities,  Mike was responsible for the organization’s global derivatives business, fixed income, money market, foreign exchange, and institutional equity operations.  He was also responsible for all operations outside of Canada including the US, Europe , Asia and Australia.

Since joining TD Securities in 1994, Mike has held several senior positions including Vice Chair, Global Debt Capital Markets for TD Securities, with responsibility for the firm’s  derivatives and fixed income operations and joint responsibility for the firm’s US Division.  Prior to this, Mike was TD Securities Regional Head of Europe, Head of Derivatives Trading for North America and Head of Derivatives and Domestic Fixed Income.  In 1998 Mike incubated the credit derivatives business and by 2001 the operations that Mike was responsible for were generating more than $1billion of revenue for TD Bank Financial Group.

Mike joined TD Securities from Bank of America in London,  England where he was the Managing  Director  responsible for  all non US$ derivative operations. Prior to this Mike held a number of derivative trading positions with CIBC.

Mike received an Economics and Finance degree from McGill University and has completed an Executive Management program at Stanford University in California .  He holds professional memberships with the Toronto Stock Exchange, London Stock Exchange and the Securities and Futures Authority in London.

 

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.

 

Anita Punamiya
Executive Director
CompreCultures

Originally from India, Anita Punamiya moved to Canada in 2004. She worked in the
United Arab Emirates from 1994 until 2004 which gave her great exposure to a wide range
of nationalities and cultures. She has more than 20 years of experience in a variety of roles
such as management, consulting, and training.

Anita has an MBA with a major in International Business. She specializes in Cross-
Cultural Communication and works with organizations which have a multicultural element
i.e. are involved with global markets or partners, or made up of members from multiple
cultures. Anita has conducted workshops on ‘Cultural Competency’ for clients such as
Bell-Aliant, Mariner Partners Inc., Saint John Regional Hospital, Innovatia, ACOA,
University of New Brunswick, etc.

Anita is a Director on the Boards of Enterprise Saint John and Propel ICT and a member on the
Steering Committee of Canadian Women in Communication, Saint John Chapter.

 

James Scott, CFA
VP Fixed Income
New Brunswick Investment Management Corporation

James is head of the fixed income team with portfolio management and oversight responsibility for the Nominal Bond ($2bln) and Real Return Bond ($700 million) portfolios as well as oversight responsibility for the Money Market portfolio at NBIMC.  James is a member of the Senior Leadership Team at the firm.  He joined NBIMC in 1999 after having spent nine years at the Province of Nova Scotia’s Department of Finance where he was the Fixed Income Portfolio Manager for the Nova Scotia Public Service and Teachers’ Pension Funds.  Prior to having worked with fixed income securities, James received his initial experience in financial markets as an equity trader at a small regional brokerage firm in Halifax which he began in May 1987 just in time to experience the stock market crash and all its valuable lessons.

 James received a Bachelor of Commerce degree from Dalhousie University in Halifax in 1987 and is a CFA charterholder.

 

Jane Seto
Director, Head of Asset Management
RREEF Infrastructure Europe

Ms. Seto is a Director and is Head of Asset Management, RREEF Infrastructure Europe, based in London. She is responsible for identifying and implementing investment opportunities, management of those businesses, and for assisting in the ongoing expansion of RREEF Infrastructure?s business in Europe. Prior to joining RREEF Infrastructure in late 2007, Ms. Seto spent 12 years in various roles at Bechtel Enterprises Inc., the infrastructure finance and development arm of Bechtel Group Inc.  During that time, she spent three years in Hong Kong working on a range of infrastructure projects in Asia, including the purchase and privatisation of Perth International Airport; over seven years in the United States managing a portfolio of venture investments and infrastructure fund-of-funds; and two years in the United Kingdom as Commercial Manager for the Tube Lines London Underground Public Private Partnership. She has extensive knowledge and experience in private equity and infrastructure investments, mergers and acquisitions, portfolio management, infrastructure privatisations, project, corporate finance, strategy and business development. She has served as a Board Director to numerous joint venture and investment companies. Ms. Seto holds an MBA from the Haas School of Business, University of California at Berkeley; a BSc in Engineering and Applied Science from the California Institute of Technology; and a BA in Physics from Occidental College.

 

Allan Seychuk CFA MA
Economist
Phillips, Hager & North Investment Management Ltd.

Allan Seychuk has been analyzing global macro trends and generating forecasts for over a decade. Allan is PH&N’s key resource for all issues relating to the Canadian, US and global economies, and regularly gives presentations to clients and external groups. Allan also supports the asset mix process and generates PH&N’s quarterly economic overview, which emphasizes broad themes in the global economy and how they will impact interest rates, exchange rates and investment returns. Allan is also part of PH&N’s Institutional investment management and client service teams.
Prior to joining Phillips, Hager & North, Allan worked as an economist with RBC Financial Group, where at various times he covered the North American, European and Pacific economies, emerging markets, Canadian provinces and U.S. states and Canadian housing markets. Allan started his career in economics as a forecaster for the Ontario government.

Allan holds an M.A. in Economics from the University of Toronto, attended Queen’s University for his undergraduate studies, and became a CFA Charterholder in 2004.

 

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