Speakers

We have a great line-up of speakers this year


Visionary, acclaimed, opinionated, skilled. This year’s roster of speakers is sure to provoke and inspire as we expand on our theme, “Traversing the Future of the Asset Management Landscape”.

Lorne Steinberg founded Lorne Steinberg Wealth Management Inc. (LSWM) with the vision of providing investment counsel services to high net worth individuals, based on principles of integrity, transparency, trust and capital preservation.   More


Beth Hamilton-Keen is Director of Investment Counselling at Mawer Investment Management Ltd. She joined Mawer in 2005, and leads the Investment Counselling Division of Mawer Investment Management.

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As Securefact’s CEO, David Sudbury is driven to build the company into the leading Canadian Regulatory Technology (RegTech) solutions provider, simplifying KYC & compliance obligations for the digital world. More


Rob Vanderhooft, CFA, is Chief Executive Officer & Chief Investment Officer of Greystone Managed Investments Inc. More


Dona Eull-Schultz is President of Leon Frazer & Associates, and a member of the Executive Management team. In addition to her executive responsibilities, she works with a select number of institutional and private clients. More


Randy Cass brings over 15 years experience in the financial services industry to Nest Wealth.  More


Keith Sjögren is the Managing Director, Consulting at Strategic Insight, a leading provider of research and advisory services to the financial services industry in Canada.

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Amy Blankson is the only person to be named a Point of Light by two Presidents (President Bush and President Clinton).

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Michael Sprung is the president and founder of Sprung Investment Management. More


Carole Cohen is a geriatric psychiatrist and a Professor in the Department of Psychiatry at the University of Toronto.

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Arthur Fish is a partner in the Toronto office of Borden Ladner Gervais LLP and the Manager of the Toronto Regional Family Wealth Counsel Practice. More


Thomas E. Donilon served as National Security Advisor to President Barack Obama. More


Kurt Reiman is BlackRock’s Chief Investment Strategist for Canada and is a member of the BlackRock Investment Institute (BII). More


Carol Lynde, President & Chief Operating Officer, is responsible for the oversight and building of the asset management business for Bridgehouse Asset Managers (a trade name of Brandes Investment Partners & Co.).  More


Katie Walmsley is President of the Portfolio Management Association of Canada (PMAC) and is responsible for directing the Association’s overall strategy, including federal and provincial advocacy, education, compliance support and other member services. More


Robert Boyda is head of Capital Markets and Strategy, co-head of the Portfolio Solutions Group’s (PSG) asset allocation team for North America and a senior portfolio manager at Manulife Asset Management. More


Charles Lannon serves as the lead Portfolio Manager on Cidel Asset Management’s global equity portfolios and co-manages its global balanced portfolios. More


Dave Cassie leads PwC’s Wealth and Asset Management advisory practice, with a focus on digitization and FinTech, regulatory change and transforming the wealth business.  More