TORONTO, Jan. 15 /CNW/ - Robert Pozen, is Chairman, MFS Investment Management, which manages over $150 billion in assets for individual and institutional investors. He currently is a senior lecturer at the Harvard Business School and was Chairman of the SEC Advisory Sommittee on Improving Financial Reporting. Pozen served on President Bush's Commission to Strengthen Social Security. In 2003, he served as Secretary of Economic Affairs for Massachusetts Governor Mitt Romney. Pozen was also formerly vice chairman of Fidelity Investments and president of Fidelity Management & Research Company. He has published a broad variety of articles in The Wall Street Journal, The New York Times, and the Financial Times. Pozen will make a presentation based on his timely book, Too Big To Save? How to Fix the U.S. Financial System, which was published by Wiley in November 2009. His presentation will give a sound framework to analyze the daily barrage of information about the financial crisis.
Monday January 18th 12:00 to 2:30pm lunch, presentation and discussion, - Rotman School of Management, University of Toronto, Rotman South Campus 149 College Street, Toronto,
Jerome Dwight, President & CEO of BNY Trust Company of Canada, a subsidiary of The Bank of New York Mellon. Dwight was one of the 2009 recipients of Canada's Top 40 Under 40(TM). He holds designations as a CA and CFA and received his MBA from the Schulich School of Business at York University.
Under Dwight's leadership, BNY Trust Company has experienced record growth. The business provides debt issuer services, payment and agency services for a broad range of asset classes. BNY administers complex securitizations, Public Private Partnership infrastructure transactions, structured credit and debt issuances. In 2008, the company successfully won the mandate to administer Canada's Asset Backed Commercial Paper restructuring valued at $32 billion, the largest restructuring of its kind in Canadian history. In 2009, the Company was mandated to administer the Federal government's Canadian Secured Credit Facility (CSCF) worth $12 billion to provide liquidity for the auto and equipment ABS market. The Bank of New York Mellon and BNY Trust Company of Canada provide global trust and agency services to Canadian issuers interested in tapping the global capital markets, as well as any issuer looking to issue in the Canadian domestic capital markets. Overall, the Bank of New York Mellon's corporate trust business services more than $12 trillion in outstanding debt from 57 locations around the world.
Jim Baillie, Counsel Torys LLP. Baille has practiced business law in Ontario with the firm of Torys LLP and its predecessors since 1963, apart from the period 1979-1981 when he served as Chair of the Ontario Securities Commission and subsequently as consultant to Continental Bank of Canada. He is currently of counsel with Torys LLP. He is a director of Sun Life Financial and chairs its Risk Review Committee. Also a director of Decision Dynamics Technology Ltd. and, in the not-for-profit sector, a director of Bridgepoint Hospital, of Canada's National History Society and of Ditchley Canada. He is a member of the Public Accountants Council for the Province of Ontario.
James Goodfellow, FCA Corporate Director Senior Advisor Deloitte. Goodfellow is a Chartered Accountant, and member of the Ontario Institute of Chartered Accountants. He has a Bachelor of Science degree from Dalhousie University and was made a Fellow of the Ontario Institute of Chartered Accountants in 1986 for distinguished service to the profession. He has over 40 years experience in public accounting and providing assurance and advisory services, primarily to large public companies.
Throughout his career with Deloitte, Mr. Goodfellow has had many roles. He was the firm's National Director of Accounting and Auditing, National Director of Innovation and Knowledge Management, and served as the Lead Client Service Partner and Advisory Partner for some of Deloitte's most significant clients. Throughout his career, Mr. Goodfellow has dealt extensively with audit committees and helped resolve many professional issues relating to financial reporting, risk management, continuous disclosure, earnings guidance, MD&A disclosures, M&A issues and internal control. He has also obtained significant international experience, having served as the lead partner on multinational engagements and participated on, or chaired, various committees and task forces in Deloitte's global organization.
About the CMI : The increasing global mobility of capital, resulting from investors and issuers looking beyond national borders and the removal of barriers to international investment, requires Canada to actively design a capital markets strategy or risk allowing external forces to define for it a diminished and dependent role in the global capital markets.
The CMI seeks to lead the effort in determining how capital markets mechanisms and institutions should be designed in order to create a superior environment for investors and issuers in a small, open market like Canada.
SOURCE BNY TRUST COMPANY OF CANADA
For further information: For further information: Christine Campney, Executive Director, Capital Markets Institute, Tel: (416) 978-5654, E-mail: email@example.com