Speakers

Keynote: Frank McKenna
Deputy Chair
TD Bank Financial Group

Frank McKenna has served as Deputy Chair of TD Bank Financial Group since 2006, supporting the bank in its customer acquisition strategy and representing TDBFG as it works to expand its North American presence. Previously, Frank spent a decade as Premier of New Brunswick, working to balance budgets, pioneer e-government services, attract innovative industry clusters, and improve educational outcomes. He also played a central role on the national stage, where he became a lead advocate for the Canada-US Free Trade Agreement. Nominated to the post by Prime Minister Martin in 2005, Frank was charged with navigating contentious bilateral trade and security issues during his tenure as Canadian Ambassador to the United States.

In the private sector, Frank is in wide demand as a corporate director, currently sitting on the boards of Canadian Natural Resources and Brookfield Asset Management. He has also led the boards of CanWest Global, the Bank of Montreal and General Motors. Additionally, Frank lends his expertise to many charitable causes. He is Chairman of the Laureate Selection Committee of the Canadian Business Hall of Fame, and has served as National Head of Career Edge and as member of the National Adult Literacy Database. He is a graduate of St. Francis Xavier University as well as Queen?s University, where he completed a graduate degree in political science. He received his Law degree from the University of New Brunswick and is the recipient of eight honourary doctorates.

Dr. Lloyd Atkinson

Dr. Lloyd Atkinson was Executive Vice President and Chief Economist of the Bank of Montreal for 12 years. Previously, he served for two years as Deputy Assistant Director at the US Congressional Budget Office in Washington and prior to that served for two years as Senior Economist at the Joint Economic Committee of the US Congress. He has also served as a consultant to the US delegations to the IMF and the World Bank. He received the Peat Marwick "Most Accurate Predictor" Award for the years 1988-1993. Dr. Atkinson is the author of several books as well as scholarly articles on a variety of economic subjects, including budget deficits, tax policy, and investment behaviour.

Rick Albert
Treasurer
Linamar

Rick Albert has been Treasurer of Linamar Corporation since 2006, and oversees cash management, foreign exchange and financing on a global basis. He is responsible for the international implementation of cash management strategies, the development of treasury policies, and proactive risk management. Prior to Linamar, Rick was Director of Global Foreign Exchange and Treasury Operations for Magna International Inc. He received his Honours Bachelor of Arts in Commerce and Economics from the University of Toronto in 1987 and is a board member of the York Region Food Network.

Mike Beale
Director General of Strategic Priorities
Environment Canada

Mike is the Director General of Strategic Priorities at Environment Canada, where his responsibilities include coordinating the development of the regulatory framework for greenhouse gases and air pollutants. He has worked on climate change policy development for several years. Previous responsibilities at Environment Canada have included policy development in the areas of trade and environment, energy and environment, and economic instruments. Prior to joining Environment Canada in 1989, Mike spent 8 years working in energy policy at what was then Energy, Mines and Resources Canada.

Léon Bitton
Vice President, Research & Development
Bourse de Montréal

Léon Bitton presently serves as Vice President of Research and Development at the Bourse de Montréal, the Canadian Financial Derivative Exchange. Mr. Bitton has over 25 years of experience in the financial industry. Mr. Bitton has led the research and development effort related to most of the Montreal Exchange current listed derivatives products. He holds a Master degree from the University of Québec in Montreal. Mr. Bitton is Member of the Board of the Research Center CIRANO and formally served on the boards of the Association des MBA du Québec , MITACS (Mathematics of Information Technology and Complex Systems) and the Canadian Derivatives Clearing Corporation, a subsidiary of the Montréal Exchange that provides clearing and risk management services.

James Gage
Partner, Bankruptcy and Restructuring Group
McCarthy Tétrault

Jamey Gage is a partner in the Bankruptcy and Restructuring Group of McCarthy Tétrault in Toronto. He practices in the areas of bankruptcy, insolvency and restructuring and has extensive experience advising creditors and debtors in work-out, receivership, bankruptcy and CCAA proceedings in both Canadian and international contexts. Mr. Gage provides advice on insolvency issues in structuring transactions and the effect of insolvency proceedings on derivatives. He has been cited by numerous publications as a leading expert in the field. He received his HBA and his LL.B. from the University of Western Ontario.

William Henry
Vice President, Corporate Treasury & Treasurer
Manulife Bank

William Henry is Vice President of Corporate Treasury, Manulife Financial and Treasurer of Manulife Bank. Mr. Henry has more than 25 years of experience in Financial Services. Since 1992, he has been a senior financial officer for a number of new initiatives by CIBC and Manulife including CIBC Trust, CIBC Offshore Bank (Barbados), and currently, Manulife Bank. Mr. Henry holds a B.A. degree in Commerce from Carleton University.

Robin Lampard
Senior Vice-President & CFO
Norbord

Robin Lampard was appointed Executive Vice President and Chief Financial Officer of Norbord Inc. in 2008. Robin has been with Norbord since 1996 and most recently held the role of Vice President, Treasurer. Robin holds an MBA degree from the University of Toronto and is a member of the Canadian Institute of Chartered Accountants.

Peter Levitt
Senior Vice President and Treasurer
Manulife Financial Corporation

Peter Levitt is responsible for all aspects of Manulife's global treasury operations, including balance-sheet management, capital allocation and funding, liquidity, and foreign exchange. He is the treasury interface with bankers, investment dealers, rating agencies, regulators, and analysts. Mr. Levitt joined Manulife from TD Bank Financial Group, where he held a number of senior-level positions in the treasury department. He holds an MBA from the University of Western Ontario.

Richard Levy
Partner, Banking & Insolvency
Latham & Watkins

Richard A. Levy joined Latham & Watkins in 1983 and is a partner in the Chicago office. In recent years, Mr. Levy's practice has centered on representing major financial institutions, large corporate debtors, and creditors' committees, as well as strategic and financial sellers and buyers of stock, assets or debt, primarily in the context of US and cross-border financially distressed situations. His work has included sales of businesses (in and outside of insolvency proceedings), corporate business reorganizations, workouts and out-of-court restructurings. Mr. Levy has been honoured in America's Leading Business Lawyers as a leading bankruptcy/restructuring attorney in Illinois.

Andrei Manoukovski, PhD
President & CEO
Krescendi Inc.

Mr. Manoukovski is the founder and principal of Krescendi Inc., a Toronto-based venture capital firm focused on early stage investments in innovative private companies seeking seed or start-up financing. He holds an Honours Bachelor's degree and Ph.D. in Economics from the Moscow State Institution of International Relations.

Jerry Marriott
Managing Director, Canadian RMBS/ABS
DBRS Limited

Mr. Marriott is the senior structured finance professional covering the Canadian market for DBRS. His involvement spans all aspects of transactional, policy, and relationship management matters pertaining to DBRS activities in the Canadian structured finance market. His experience includes analysis of asset-backed bonds (?ABS?) and asset-backed commercial paper (?ABCP?) programs funding assets ranging from residential and commercial mortgages to credit cards, auto loans, auto leases, dealer floorplan financing, and the covered bonds programs currently rated by DBRS. Prior to joining DBRS, Mr. Marriott spent several years at BMO Nesbitt Burns as a senior investment banking professional specializing in the origination, structuring, execution, and ongoing management of transactions in both the Canadian ABS and ABCP markets.

Matt Matthews, CPA
Managing Director
J.P. Morgan Securities Inc.

Matt Matthews, CPA is a Managing Director of J.P. Morgan Securities Inc. and a member of the Corporate Structure Advisory and Solutions Group. Previously, he was head of the Risk Management Advisory group at Bank One, which provided structural solutions to financial risk management issues across the bank?s capital markets product areas. Matt also served as Foreign Exchange Marketing Manager in London for the bank?s European client base. Before joining Bank One, he was Manager of Corporate Foreign Exchange at Harris Bank in Chicago and worked in the financial audit area for Esmark. Matt is a graduate of the University of Colorado.

Trevor Nakka
Director, Assurance & Advisory Services
Deliotte

Trevor Nakka serves as the Director of Assurance & Advisory Services in Deloitte?s Calgary office. He specializes in serving large public companies and commodity based enterprises, with special emphasis placed on technical accounting advisory, financial risk management, public debt and equity offerings, investment and income trusts, mergers and acquisitions, governance and other related advisory matters. Trevor holds an Honours Bachelor of Commerce degree from the University of Manitoba, as well as a Chartered Accountant designation. He is a frequent instructor for Deloitte, and has been a featured lecturer for various professional and industry groups.

Stanley Pasternak
SVP & Treasurer
Canadian Tire Corporation, Ltd.

Stan Pasternak is Senior Vice President and Treasurer for Canadian Tire Corporation with management responsibilities for Treasury and Taxation. The corporation operates an inter-related network of businesses, including: Canadian Tire Retail, PartSource, Canadian Tire Financial Services, Canadian Tire Petroleum, Mark?s Work Wearhouse, and L?Equipeur. Stan has more than 25 years of financial and banking experience. He has held a number of senior positions in corporate banking and planning, finance and retail banking with one of Canada?s top banking institutions. He joined Canadian Tire Corporation in 1990 and holds an MBA from York University.

Susan Rimmer
Managing Director, Head of Canadian Debt Capital Markets
Merrill Lynch

Susan heads the debt origination business for Merrill Lynch Canada with responsibility for Canadian corporate and financial institutions debt new issue business and the Maple bond product. Susan and her team create financing solutions for clients in the global capital markets. She began her career with Merrill Lynch's investment banking division in 1994 in the London office. She ran the UK financial institutions origination desk from 1998 until 2002, before relocating to Toronto. Susan holds an MBA from INSEAD, France and an Honours Bachelor of Arts from Queen's University, Kingston, Ontario.

Derek Rostant
Senior Vice President
KPMG Forensic, Inc.

Derek Rostant is certified as a specialist in the field of investigative and forensic accounting by the Canadian Institute of Chartered Accountants. He has a broad range of experience in financial investigations and the quantification of economic loss, and has appeared many times as an expert in various courts. Derek is a Chartered Accountant, a Chartered Business Valuator, and a licensed Trustee in Bankruptcy. He is a member of the Certified Association of Insolvency and Restructuring Professionals, the Institute of Chartered Accountants of Ontario, and Canadian Institute of Chartered Business Valuators.

Jay Stark
Vice President, Fraud Management
Royal Bank of Canada

As Vice-President of Fraud Management for RBC Financial Group, Jay Stark is charged with providing strategic and tactical direction in two distinct areas. He oversees fraud detection and management, including debit and credit card activities, as well as anti-money laundering initiatives. In addition, he is responsible for the enterprise-wide mandate for Corporate Investigation and Protection Services. Jay joined RBC Financial Group in March 2003, after serving as Vice-President and Chief Security Officer of CIBC. He is a Chartered Accountant, a Chartered Business Valuator and a Certified Fraud Examiner. He has several years experience in audit, forensic accounting, litigation and business valuation with Arthur Andersen & Co. He was previously Chairman of the Canadian Bankers Association, Banking Crime Prevention and Investigation Office. Jay holds a Bachelor of Commerce degree from the University of Toronto.

Ken Thompson
Managing Director
Citi

Ken Thompson is a Managing Director in Citi's Financial Institutions Fixed Income Capital Markets Group and heads up the firm's North America and Bermuda insurance coverage effort. Ken first joined Salomon Brothers investment banking department in 1992, becoming a member of the Capital Markets group in 1997. Ken specializes in providing capital structuring and liability management solutions to North America and Bermuda based insurance companies in the Life, Health, Monoline and P&C sectors. Ken holds an MBA from Columbia University and a BComm from Queens University at Kingston.

Abhoy Vaidya
Managing Director & Head of Global Trade Services
BNP Paribas-Canada

A structured debt professional for seventeen years, Abhoy Vaidya practiced at RBC Capital Markets and CIT Structured Finance prior to assuming his current position at BNP Paribas. Over his career, he has originated, structured and completed several novel transactions for some of Canada?s largest corporations, funded in the bank or private placement markets. Based in Toronto, Abhoy is responsible for growing BNP Paribas? overall GTS business across Canada with a particular emphasis on increasing the appeal of GTS' product suite to the corporate market.

Marc Zenner, CFA
Managing Director
J.P. Morgan Securities Inc.

Before becoming a managing director in JP Morgan?s Capital Structure and Advisory Solutions team, Marc Zenner was Global Head of Citi?s Financial Strategy Group. He also led the US Financial Markets Advisory group at ABN AMRO. Prior to his career in investment banking, Marc was an award-winning Professor of Finance at UNC-Chapel Hill?s Kenan-Flagler Business School. Marc was born in Brussels and speaks English, Dutch, French, Spanish, and German. He earned a degree in commercial engineering at the Katholieke Universiteit Leuven, an MBA at the City University in London, and a Ph.D. in finance at Purdue University.