TORONTO, May 25, 2022 (GLOBE NEWSWIRE) -- The Investment Funds Institute of Canada (IFIC) today announced the final agenda and speaker lineup for its Operations Day, which will be held in-person on June 7 with a livestream option. After two years of upheaval and change stemming from the global pandemic, industry leaders will discuss operational trends, issues, current regulatory initiatives, the move to T+1, and more.
The event will be emceed by Melissa Leong, Personal Finance Expert, National Media Personality, and Bestselling Author.
Panel topics and speakers include:
Moderated by John Adams, CEO, Primerica Life Insurance Company of Canada
Christopher Boyle, Senior Vice President, Head of Global Institutional, Dealer Engagement and Partnerships, Mackenzie Investments
Oricia Smith, President, Sun Life Global Investments and Senior Vice President, Investment Solutions, Sun Life Canada
Karin Yorfido, General Manager, Global Technology & Operations, Broadridge Canada
Operations Issues Update
Moderated by Dave Howarth, Senior Vice-President, Operations, Primerica Financial Services and Chair, IFIC Operations Working Group
Paul Boddaert, Director, Industry & Dealer Relations, Mackenzie Investments
Eric Lapierre, Assistant Vice-President and Senior Counsel, Mutual Funds and Regulatory Initiatives, Manulife Investment Management
Dara Moore, AVP, Regulatory & Operations Compliance, AGF Investments Inc.
Sarvjeet Pamenter, Director, Transfer Agent, Capital Markets, FIS Financial Solutions, Franklin Templeton Investments Canada
Ravi Ramaswamy, Vice President, Global Shareholder Services Franklin Templeton Investments and Chair, IFIC Full Cost Disclosure Sub-Group
Move to T+1
Shalomi Abraham, Senior Vice President, Head of Legal – Canada, Assistant General Counsel – Americas, Invesco
Keith Evans, Executive Director, Canadian Capital Markets Association
Russ White, Chair, CCMA T+1 Mutual Funds Working Group
Russ White, Director, Product Management (Funds), Fundserv Inc.
Aidan Coulter, Industry Engagement Lead, Fundserv Inc.
Taxation Issues Update
Moderated by Josée Baillargeon, Senior Policy Advisor, IFIC
Lata Agarwal, Senior Technical Specialist, CRS & FATCA Financial Institution Compliance Section, High Net Worth Compliance Directorate, Canada Revenue Agency
Benjamin Latta, Manager of the CRS & FATCA Financial Institution Compliance Section, Canada Revenue Agency
France Marengère, Senior Technical Specialist, CRS & FATCA Financial Institution Compliance Section, High Net Worth Compliance Directorate, Canada Revenue Agency
Jillian Nicolson, Partner, Financial Services Organization Tax Practice, Ernst and Young
Robert Offen, Manager, Specialized Services, AGF Investments Inc.
RegTech and the Future of Regulatory Compliance & Operations
Moderated by Parham Nasseri, Vice President, Regulatory Strategy & Partnerships, InvestorCOM Inc.
Roma Lotay, Partner, Borden Ladner Gervais LLP
Christina Soares, Chief Compliance Officers & Head of Business Integrity, Aligned Capital Partners Inc.
Justitia Pak, Management Consultant, Deloitte
The full agenda and additional information are available on the IFIC website.
What: IFIC Operations Day
When: Tuesday, June 7, 2022; 9:00 a.m. – 4:30 p.m.
Where: Toronto Region Board of Trade (77 Adelaide Street West) and virtual
The media is invited to attend. Please register with Pira Kumarasamy at email@example.com.
CONTACT: Pira Kumarasamy Senior Manager, Communications and Public Affairs 416-309-2317 firstname.lastname@example.org