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.

Risk Management 3.0: Emerging Risks – Managing the Knowns and the Unknowns

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

Brochure

Overview

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 5^th 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!

Forum Planning Committee

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

Speakers

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

Agenda

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)

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

Registration Fees

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.

Venue

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

CRL/Education Credits

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 [email protected].

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 [email protected]

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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When

11/13/2017 - 11/15/2017

Where

1228 Sherbrooke St W Montreal, QC H3G 1H6 CANADA

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