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Sarah Butcher MBA B.Comm.
Client Relationship Officer
Principal
Barclays Global Investors Canada Limited
Sarah is responsible for business development and client service for institutional investors at Barclays Global Investors Canada Limited. Prior to joining BGI in 2006, Sarah was an investment consultant at a global consulting firm where she provided investment-related guidance to a wide variety of institutional clients. Previously, Sarah also worked for a prominent investment bank in New York specializing in fixed income origination. Sarah received her Masters of Business Administration from York University and her Bachelor of Commerce degree from the University of British Columbia(UBC). In addition, Sarah holds the distinction of Leslie Wong Fellow as a result of her involvement with the UBC Portfolio Management Foundation.
Glenn Goucher CFA MBA
Senior Vice President, Financial Markets
Montreal Exchange
Glenn Goucher joined the Montreal Exchange in November 2001 and is acting as Senior Vice-President, Financial Markets. In this capacity, he is responsible for market operations, business development and marketing activities for the Exchange in multiple market segments including product development, data and training. He also serves as Director for the Montreal Climate Exchange.
Before joining the Exchange, Glenn held different responsibilities with a major Canadian investment dealer, including Director for equity derivative marketing and Manager of exchange traded derivatives. He played an active role as Portfolio Manager for a major Canadian Pension Fund, responsible for the day-to-day management of several bond portfolios as well as overseeing the implementation of G7 equity and fixed income derivative strategies. He has also lectured undergraduate finance and business policy courses on a part-time basis.
Glenn has been a CFA charterholder since 1997, and holds both an MBA and a BSc Eng. from the University of New Brunswick.
Marcel Leroux BBA
Vice President, Marketing
Sprucegrove Investment Management Ltd.
Mr. Leroux graduated from Laval University in 1980 with a Bachelor's degree in Business Administration. He subsequently worked for major insurance companies in positions related to the marketing of group insurance and the promotion of pension fund management services.
In May 1988, Mr. Leroux joined the Group Pension department at Confederation Life as an Account Executive and was made Manager of the Montreal office in December 1989. He was involved in servicing clients' accounts and promoting pension fund management services until July 1994.
In November 1994, and after a short period with another leading investment management firm, Mr. Leroux joined Sprucegrove Investment Management Ltd. as Vice President, Marketing. He is responsible for client servicing in Canada and works closely with Sprucegrove's portfolio managers and investment analysts.
Mr. Leroux is a member of the Chartered Financial Analysts’ (CFA) Institute as well as the Toronto and Montreal Societies of Financial Analysts.
Michael W. MacBain
Managing Director
Head, Global Debt market
RBC Capital Markets
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.
Kim Shannon CFA MBA
President & Chief Investment Officer
Sionna Investment Managers
Kim founded Sionna in the summer of 2002, and has 23 years of investment management experience. She was previously Chief Investment Officer and Senior Vice President at Merrill Lynch Investment Managers, Canada, and led large capitalization equities at AMI Partners.
Kim earned her BA in Economics and Commerce at the University of Toronto with distinction. Kim is a past President of the Toronto Society of Financial Analysts and is currently on the CFA Institute's Financial Analysts Seminar Board of Regents, the Canadian Coalition for Good Governance’s Accounting and Audit Policy Committee, as well as several charity, financial and investment committees. Kim was awarded the Morningstar Fund Manager of the Year for 2005.
After entering into a strategic alliance with Brandes Investment Partners & Co. in 2006, Sionna became portfolio advisor to the:
- Brandes Sionna Canadian Equity Fund
- Brandes Sionna Canadian Balanced Fund
- Brandes Sionna Diversified Income Fund
- Brandes Sionna Canadian Small Cap Equity Fund
Douglas E. Turnbull
Deputy Chairman
TD Securities Inc.
Douglas Turnbull is responsible for executive coverage of sovereign, super-sovereign agencies, provincial, crown corporation and quasi-government clients worldwide, with a particular emphasis on developing and enhancing capital market and infrastructure activities with this important client group. Prior to his appointment, Mr. Turnbull was Managing Director, Global Head of Government Relations.
Mr. Turnbull joined TD Securities in 2005 from BMO Nesbitt Burns where he was responsible for government origination and advised on and led a significant number of government related debenture and infrastructure financings.
Mr. Turnbull has 29 years of fixed income capital markets, M&A and advisory experience in Canada, New York and Tokyo. He has acted for government, corporate, infrastructure and public sector clients on numerous public and private market transactions. In addition, Mr. Turnbull has advised and spoken publicly on various topics related to capital markets, debt management, credit ratings, provincial budgets, infrastructure financings and privatizations.
Mr. Turnbull is a member of the Board of Directors of George Brown College Foundation, where he chairs the Audit Committee. Doug also serves on the Canadian Board of Directors of ORBIS International, a global charity committed to eliminating preventable blindness in the developing world. In addition, Doug has recently been appointed by Ontario’s Energy Minister to the Minister’s Advisory Committee.
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