2017 Canadian Risk Forum

2017 Canadian Risk Forum
PRMIA Montreal is proud to host the 5th Annual Canadian Risk Forum to address emerging risks and insight on managing the knowns...and the unknowns. Industry-leading speakers will address the critical issues currently facing the risk management community and will explore the future of risk.
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Risk Management 3.0: Emerging Risks – Managing the Knowns and the Unknowns

Nov. 13: Pre-conference Workshop
Nov. 14 - 15: Canadian Risk Forum

Brochure

The financial ecosystem has been exposed to drastic changes. In the past few years, financial and risk practitioners have witnessed the emergence of a changing regulatory overhaul, disruptive technologies, multifaceted management environments and shocking shifts in the political landscape.

These changes entail investment and risk professionals to adopt a nimble mindset long-term. Within this context, new requirements are emerging both in terms of human skill sets and risk management knowledge.

PRMIA will dedicate the 5th edition of its Canadian Risk Forum to an in depth discussion of each of these concerns. Senior risk professionals, industry experts, scholars and regulatory bodies will share experiences and ideas about various risk management practices along with the trends in the current business environment.

Our dedicated Organizing Committee sets out to continue the growing success of the Canadian Risk Forum. PRMIA thanks them for their contributions!

Co-Chairs

KABIL JAA
Advisor, Total Fund Investment
Risk and Restructuring
PSP Investments
CLAUDE BERGERON
Executive Vice-President and
Chief Risk Officer
CDPQ

Committee

  • Andreea Amariei, Toronto Co-Regional Director, Director, TD Securities
  • Chris Merriman, Edmonton Co-Regional Director, Assistant Vice President, Credit Union Deposit Guarantee Corporation
  • David Milne, Toronto Co-Regional Director,Associate Partner, EY Canada
  • Enes Ajroud, Montreal Steering Committee, Senior Manager, KPMG
  • France Panneton, Montreal Steering Committee, Head, Pension Plan Derisking Solutions, RBC
  • Francesco Faiola, Montreal Steering Committee, Executive Director, Client Coverage, MSCI
  • Jean-Charles Bouvrette, Montreal Steering Committee, Director, Integrated Risk Management Modelling, Desjardins
  • Kevin Orpana, Edmonton Co-Regional Director, Director, Credit Portfolio Management, ATB Financial
  • Pascal Francois, Montreal Steering Committee, Director, IFSID
  • Radosveta Ilieva, Senior Strategic Advisor, IT Compliance, Loto Quebec
  • Ron Cheshire, Montreal Steering Committee, Vice President, Foyston, Gordon & Payne
IMRAN AHMAD
Partner
Miller Thomson LLP
JASON AU
Director of Financial Risk Management
KPMG
VALERIE FONTAINE AUBRY
Risk Specialist
Murex North America
SIMON BARKLA
Vice President, Head of Risk and Finance Technology Solutions
TD Bank Group
YASSIR BELLOUT
Partner, Cyber Security Advisor
KPMG
CLAUDE BERGERON
Executive Vice-President and Chief Risk Officer
CDPQ
RANJAN BHADURI
Founder, President & Chief Executive Officer
Bodhi Research
JEAN-CHARLES BOUVRETTE Ph.D.
Director, Integrated Risk Management Modelling
Mouvement Desjardins
GRACE BRASINGTON
Vice President Global Banking and Financial Markets Risk and Compliance Watson Financial Services Solutions Industry Platforms
IBM
LISA ESTELLE BRAULT, CFA
Senior Director Derivatives Oversight
Autorité des Marchés Financiers
JEAN-FRANCOIS BUREAU
Senior Vice President and CRO
PSP Investments
GREG CALDWELL
Capital Specialist
OFSI
GIULIA CIRILLO
Senior Vice-President and Chief Human Resources Officer
PSP Investments
SOPHIE COUSINEAU
Vice-President, ESG and Emerging Risks 
CDPQ
JEAN DAGENAIS
Senior Vice-President Finance
National Bank of Canada
JEFF D'AVIGNON
Sr. Sales Executive, IBM Watson Financial Services Risk and Compliance
ALEX DA COSTA
Managing Director, Hedge Funds
Pavillion Alternatives Group
DIMITRI DOUAIRE
Director
Risk Diligence at Castle Hall
JEFFREY DYKSTRA
Managing Director
KPMG
REMCO van EEUWIJK
Chief Risk Officer
AIMCo
MARK ENGEL
Senior Vice President
Scotiabank
FRANCESCO FAIOLA
Executive Director, Client Coverage
MSCI
NATHALIE FRANCISCI
Partner
Odgers Berndtson
PASCAL FRANCOIS
Director
IFSID
BENOIT GENEST
Managing Partner
Chappuis Halder
FRANCK GOUSSANOU
Vice President & Chief Risk Officer, Manulife Asset Management & Chief Risk Officer, Global Wealth and Asset Management
Manulife
NORINE HALE
Senior Vice President
bcIMC
MICHAEL HELDMANN, Ph.D., CFA
Director, Senior Portfolio Manager
AllianzGI
JONATHAN HOTTE
Business Architect - Risk
Desjardins
RADOSVETA ILLIEVA
Head of IT Compliance team
Loto-Québec
DARRYL IVAN
Risk Management National Practice Lead
SAS Canada
SUSAN KUDZMAN
Executive Vice-President, Chief Risk Officer and Corporate Affairs
Laurentian Bank of Canada
DAVID LATOUR
Advisory Vice-President, Risk Management
Fixed Income Caisse de dépôt et placement du Québec
CHRIS LAWLESS
Chief Economist
British Columbia Investment
Management Corporation
STEFANO LUCARELLI
Chief Audit Executive
BDC
JACQUES LUSSIER
CEO, Chief Investment Officer
Ipsol Capital
STEVEN R. MALIN, P.h.D.
Director, Investment Strategist US Capital Markets Research & Strategy
Allianz Global Investors
SUJAN MENEZES
Industry Solutions Executive - Financial Services
Microsoft Canada
CHRIS MERRIMAN
Assistant Vice President
Credit Union Deposit Guarantee Corporation
BERTRAND MILLOT
VP Cross-Sectoral Risk Analysis
CDPQ
DAVID MILNE
National Leader, Quantitative Advisory Services
EY
BRIAN MINNS
Manager, Sustainable Investing
Addenda Capital
MOHAMED MOKHTARI
Partner and National Practice Leader, Financial Risk Management
KPMG
DON MUMMA
Managing Director
Axiom Software Laboratories, Inc.
DENIS O'DONOGHUE
Global Head, Model Risk Management
TD Bank Group
CHRISTOPHER RANKIN
Executive Vice President and Chief Risk Officer - Business Development
Bank of Canada (BDC)
JONATHAN RIVA
Partner & Risk Consulting Leader
PwC
ALEXANDRE ROY
Vice President, Public Market and Total Fund Investment Risk
PSP Investments
FRANCE PANNETON
President
Conseil & Direction FP Inc.
YANNIS PAPAGEORGIOU
Associate Advisory Vice President, Risk Management
CDPQ
MAARIKA PAUL
Executive Vice President & Chief Finance Officer
CDPQ
FRANCOIS POULIOT
Senior Director, Credit & Liquidity Risk
PSP Investments
JOEL QUIMPER
Chief Advisor – Data Science & Advanced Analytics Strategy
Banque Nationale
MARY REHM
Director of Learning and Development
PRMIA
PHILIPPE SARFATI
Managing Director
Promontory Financial Group
MARIO SCHLENER
Partner
Ernst & Young LLP
PETER SHEPARD
Managing Director & Head of Multi-Asset Class Factor Research
MSCI
ABHISHEK SINHA
Partner, IT Advisory Services
Ernst & Young LLP
ROBERT SMITH
Partner
KPMG
MATHIEU ST-JEAN
Manager - Absolute Return
CN Investment Division
Dr. SANJIV TALWAR
Head of Risk Capital, Stress Testing and Model Development
Bank of Montreal
SAMIR BEN TEKAYA
Vice-President, Investment Risk
British Columbia Investment Management Corporation (bcIMC)
ROSALIE VENDETTE
Senior Advisor, Responsible Investment
Desjardins Global Asset Management (DGAM)
CHRISTOPHER WOOD
Partner, Accounting Advisory Services
PWC Canada
DAVID ZHANG
Managing Director, Head of Securitized Products Research
MSCI

Pre-Conference Workshop: November 13
8:30AM-
4:30PM
IFSID Pre-Conference Workshop - Macro-Economic Environment and Stress-Testing
  • Audience: 20-25 people; Fund managers, middle office, corporate treasurers wishing to strengthen their quantitative skills
  • Location: HEC Montréal. Standard classroom or trading room
  • View the full Pre-Conference WorkShop agenda
Workshop Location: HEC Montreal
3000 Ch de la Côte-Sainte-Catherine, Montreal, QC H3T 2A7, Canada (MAP)
Day 1: November 14
7:00AM Registration & Breakfast
Collect CRF material and start engaging your practitioner network
8:00AM Opening Remarks from the Co-Chairs
Speaker:
Claude Bergeron, Executive VP and CRO, Caisse de dépôt et placement du Québec
8:15AM Session 1: Economic Outlook and Macroeconomic Risks
Speaker: Steven R. Malin, Ph.D., Director, Investment Strategist US Capital Markets Research & Strategy, Allianz Global Investors
9:15AM Session 2: Cyber Security Risk
Moderator: Radosveta Ilieva, Adm.A, CISA, CRISC Head of IT Compliance team, Loto-Québec
Speakers: Imran Ahmad, Partner, Miller Thomson LLP

Yassir Bellout, Partner, Advisory Services, Cyber Security, KPMG
10:00AM Refreshment Break
10:30AM Session 3: Artificial Intelligence in Risk Management
Moderator: Jeff D'Avignon, Senior Sales Executive, Risk Specialists – IBM Risk Analytics
Speakers: Grace Brasington, VP Global Banking & Financial Markets, Risk & Compliance Watson Financial Svcs Solutions Industry Platforms – IBM

Sujan Menezes, Industry Solutions Executive - Financial Services, Microsoft Canada

Joel Quimper, Chief Advisor – Data Science & Advanced Analytics Strategy, National Bank of Canada
11:15AM

Session 4a: Fintech in Risk Management 
Moderator: Lise Estelle Brault, CFA Senior Director Derivatives Oversight, Autorité des marchés financiers
Speakers: Benoît Genest, Partner, Head of Analytics & Modelling, Chappuis Halder & Co.

Mario Schlener, Partner Lead Financial Risk and Risk Solutions Canada EY

Session 4b: Introducing the PRMIA Competency Framework and Role Profiles
Moderator: France Panneton, President, Conseil & Direction FP Inc.
Speaker: Mary Rehm, Director of Learning and Development, PRMIA

12:00PM Luncheon: FRTB
Moderator: Mohamed Mokhtari, Partner and National Practice Leader, Financial Risk Management, KPMG
Speakers: Jason Au, Director - Financial Risk Management, KPMG LLP

Valerie Fontaine Aubry, Risk Specialist, Murex North America

Robert Smith, Partner, KPMG
1:45PM

Session 5a: ESG Factors in Risk Management
Moderator: Rosalie Vendette, Senior Advisor, Responsible Investment, Desjardins Global Asset Management (DGAM)

Speaker: Sophie Cousineau, VP, ESG and Emerging Risks, Caisse de dépôt et placement du Québec

Brian Minns, Manager, Sustainable Investing Addenda Capital

Session 5b: Developing Leadership Skills for Risk Management
Moderator: France Panneton, President, Conseil & Direction FP Inc.
Speakers: Francesco Faiola, Executive Director, MSCI and Country Manager for Canada

Nathalie Francisci, Partner, Odgers Berndtson
Franck Goussanou Ph.D., CFA – VP & CRO, Global Wealth and Asset Management, Manulife

2:30PM

Session 6a: Risk Management of Illiquid Assets and their Valuation Risk
Moderator: Samir Ben Tekaya, Vice-President, Investment Risk, British Columbia Investment Management Corporation (bcIMC)
Speakers: Yannis Papageorgiou, Associate Advisory Vice President, Risk Management, Caisse de dépôt et placement du Québec

Peter Shepard, Managing Director & Head of Multi-Asset Class Factor Research, MSCI

Session 6b: (continued from 5b) Developing Leadership Skills for Risk Management

3:15PM Break
3:30PM Session 7: Quantamental (Risk Factors) Risk Management
Moderator: David Milne, National Leader, Quantitative Advisory Services, EY

Speakers: Michael Heldmann, Ph.D., CFA, Senior Portfolio Manager, Director and Head of Best Styles North America, Allianz Global Investors

Alexandre Roy, Vice President, Public Market and Total Fund Investment Risk, PSP Investments
4:15PM Session 8: Rational Investing and Emerging Risks
Keynote speaker: Jacques Lussier, CEO and Chief Investment Officer, IPSOL Capital
5:15PM Closing Remarks from the Co-Chairs
5:30PM - 7:00PM Networking Reception
Day 2: November 15
7:00AM Registration & Breakfast
8:00AM Opening Remarks from the Co-Chairs
8:15AM Session 9: Streamlining Regulatory Compliance: Risk Platform Convergence
Moderator: Darryl Ivan, Risk Management National Practice Lead, SAS Canada Speakers: Simon Barkla, Vice President, Head of Risk and Finance Technology Solutions TD Bank Group

Jonathan Hotte, Business Architect - Risk, Desjardins

Sanjiv Talwar, Head of Risk Capital, Stress Testing and Model Development, Bank of Montreal
9:15AM Session 10: Political/Geopolitical Risk
Moderator: Chris Merriman, Assistant Vice President, Regulation and Risk Assessment, Credit Union Deposit Guarantee Corporation (Alberta)
Speakers: Bertrand Millot, VP Cross-Sectoral Risk Analysis, Caisse de dépôt et placement du Québec (CDPQ)

Chris Lawless, Chief Economist, British Columbia Investment Management Corporation
10:00AM

Break

10:30AM Session 11: Regulatory Risk - Challenges and Consequences
Moderator: Jean-Charles Bouvrette, Ph. D., Director, Integrated Risk Management Modelling, Mouvement Desjardins
Speakers: Lise Estelle Brault, CFA Senior Director Derivatives Oversight, Autorité des marchés financiers

Don Mumma, Managing Director, Axiom Software Laboratories, Inc.

Philippe Sarfati, Managing Director Promontory Financial Group Canada, an IBM Company
11:15AM

Session 12a: Model Risk Management
Moderator: David Latour, Advisory Vice-President, Risk Management, Fixed Income Caisse de dépôt et placement du Québec
Speakers: Greg Caldwell, Capital Specialist, Office of the Superintendent of Financial Institutions (OSFI)

David Milne, National Leader, Quantitative Advisory Services, EY

Session 12b: Transforming the Risk Culture at BDC
Moderator: France Panneton, President, Conseil & Direction FP Inc.
Speakers: Stefano Lucarelli, Chief Audit Executive, Business Development Bank of Canada (BDC)

Christopher Rankin, Executive Vice President and Chief Risk Officer - Business Development, Bank of Canada (BDC)

12:00PM Luncheon: Risk Management in Hedge Funds from an Institutional Investor Perspective
Moderator: Ranjan Bhaduri, PhD, Founder, President & CRO, Bodhi Research Group
Speakers: Dimitri Douaire, Director - Risk Diligence at Castle Hall

Alex Da Costa, Managing Director - Hedge Funds, Pavilion Alternatives Group

Mathieu St-Jean, Manager - Absolute Return, CN Investment Division
1:45PM

Session 13a: Liquidity and Leverage Risk
Moderator: François Pouliot, Senior Director, Credit & Liquidity Risk, PSP Investments
Speakers: Jeffrey Dykstra, Managing Director, KPMG LLP

David Zhang, Managing Director, Head of Securitized Products Research, MSCI

Session 13b: Developing a Talent Journey: Attracting Talent, Developing Skills to Growing your next CRO
Moderator: France Panneton, President, Conseil & Direction FP Inc.
Speakers: Giulia Cirillo, Senior VP and Chief Human Resources Officer, PSP Investments

Norine Hale, Senior Vice President, bcIMC Susan Kudzman, Executive VP, Chief Risk Officer and Corporate Affairs, Laurentian Bank of Canada

Remco van Eeuwijk, Chief Risk Officer, Alberta Investment Management Corp. (AIMCo)

2:30PM

Session 14a: IFRS Updates
Moderator: Jonathan Riva, Partner & Risk Consulting Leader, PwC

Christopher Wood, CPA, CA, MMPA Partner, Accounting Advisory Svcs, PWC Canada
Speakers: Jean Dagenais, Senior Vice-President Finance, National Bank of Canada

Mark Engel, Senior Vice President, Scotiabank

Denis O'Donoghue, Global Head, Model Risk Management, TD Bank Group

Session 14b: (continued from 13b) Developing a Talent Journey)

3:30PM Break
3:45PM Session 15: Executive C-Suite Roundtable
Moderator: Pascal Francois, Director, IFSID
Speakers: Jean-François Bureau, Senior VP and Chief Risk Officer, PSP Investments

Susan Kudzman, Executive Vice-President, CRO, and Corporate Affairs, Laurentian Bank of Canada

Maarika Paul, Executive VP and Chief Financial Officer, Caisse de dépôt et placement du Québec
5:15PM Closing Remarks from the Co-Chairs

 

Session and Event Locations

  • Registration: Mezzanine Foyer
  • Continental Breakfast, Buffet Lunch, & Network Reception: Mezzanine Foyer
  • Sessions: Gold, Grey Room, & Blue Room
  • Sponsors: Mezzanine Foyer
Sustaining Members $495
Contributing Members $595
Free/Non-Members $695
**Workshop + Conference    $995
**Workshop Only $595

in USD

Discounts applied at registration for PRMIA Members

Group Registrations: contact Marietta Ruppe, Event Coordinator, for pricing and registration.

Cancellation Policy: full refund if formal cancellation notice is received by 9:00 AM CST on October 27, 2017. We regret that no refunds will be made after that date. Substitutions may be made at no charge.

Please contact Cheryl Buck at +1 612-605-8723 or cheryl.buck@prmia.org to learn more about sponsorship opportunities.

Thank you to our Platinum level sponsors!

(KPMG International's Trademarks are the sole property
of KPMG International and their use here does not imply
auditing by or endorsement of KPMG International or any
of its member firms.)

Thank you to our Gold level sponsors!

 

 

 

 

Thank you to our Silver level sponsors!

 

 

 

Thank you to our Supporting Organization

 

 
 

The event will be held at the historic Ritz-Carlton Montréal, recently named the Best Hotel in Canada by U.S. News & World Report.

Address: 1228 Sherbrooke St W, Montreal, QC H3G 1H6, Canada

PRMIA Continuing Risk Learning (CRL) programs provide you with the opportunity to formally recognize your professional development, documenting your evolution as a risk professional. Employers can see that you are not static, making you a highly valued, dynamic, and desirable employee.

The CRL program is open to all Contributing, Sustaining, and C-Suite members, providing a convenient and easily accessible way to submit, manage, track and document your activities online through the PRMIA CRL Center.

Workshop - 6
Conference - 18.5
Workshop + Conference - 24.5

 
As a participant in the CFA Institute Approved-Provider Program, PRMIA has determined that the conference program qualifies for the following credit hours.

Workshop - 5
Conference - 15
Workshop + Conference - 20

Topic: Risk Management

If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded by submitting your CFA number to events@prmia.org.

 

In order to receive CPE credit for any live program you must: stay for the entire program, and request a certificate at the end of the event by contacting events@prmia.org

Workshop - 6
Conference - 18.5
Workshop + Conference - 24.5

Important Notes 
CPE credits will not be awarded to those who do not attend in person. PRMIA is prohibited from awarding CPE credits to those participants who do not satisfy the full attendance and participation requirements set forth.

Prerequisites: PRMIA live group events require basic financial markets knowledge at the BSc level. PRMIA live group events require a prerequisite knowledge and understanding of banking and finance.
Program level: Intermediate
Delivery Method: Group Live

PRMIA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website:  www.learningmarket.org

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Click "Register Myself" below to reserve your spot. Make sure to complete questions and click "Proceed to Checkout" to finalize your registration.

When
11/13/2017 - 11/15/2017
Where
1228 Sherbrooke St W Montreal, QC H3G 1H6 CANADA

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