CIBC Mellon Industry Perspectives
CIBC Mellon Industry Perspectives is a podcast series focused on developments in the Canadian securities industry. Each episode examines how regulatory, market and operational changes may affect investment servicing for CIBC Mellon clients and institutional investors active in Canada. The show offers perspective on the practical impacts these shifts have on custody, fund administration and related services. It is aimed at institutional investors and industry professionals with exposure to the Canadian market.
Episodes
Episode 85 - Advancing Indigenous Institutional Investors - Part 1: Bonds for the Future
In Part 1 of Advancing Indigenous Institutional Investors: Bonds for the Future, CIBC Mellon’s Brent Merriman and CIBC Global Asset Management’s Bill Murray are joined by Doug MacDonald and Aayush Tandon to explore the evolving Indigenous bond market. The conversation examines infrastructure ownership and financing, evolving investment structures, governance considerations, and opportunities to su
Episode 84 - Women's Initiatives Network (WIN) - International Women's Day Post-Event Highlights
In this episode of CIBC Mellon Industry Perspectives, hosted by CIBC Mellon’s Cynthia Oakden, we feature three industry trailblazers who spoke at our 2026 International Women's Day event. The event panel includes Jillian Kennedy from CAAT Pension Plan, Patricia Milloy-Alfred from IGM Financial and Abrar Nantel from iA Clarington, in conversation with CIBC Mellon’s Cynthia Shaw-Pereira. The can
Episode 83 - The Evolving Canadian Payments Landscape: What Institutional Clients Should be Watching Now
Canada's payments ecosystem is undergoing significant transformation, with modernization initiatives reshaping how money, data and risk move through the financial system. In this episode of CIBC Mellon Industry Perspectives, host Tim Pinnell speaks with Andre Blanchard, Managing Director and Head of North American Corporate Cash Management at CIBC Capital Markets, about what institutional inve
Episode 82 - Economic Insights for Institutional Investors Active in the Canadian Market
In this episode of CIBC Mellon Industry Perspectives, Tim Pinnell, Relationship Executive, Global Financial Institutions at CIBC Mellon, is joined by Avery Shenfeld, Managing Director and Chief Economist at CIBC, for a discussion on the domestic and global economic factors influencing the Canadian market.They explore the current economic outlook, the forces shaping Canada’s economy and key conside
Episode 81 - Innovation in an Agentic Era
In this episode of CIBC Mellon Industry Perspectives, host Kasia Budka is joined by Rob Gates, Chief Architect and Innovation Officer at Duco, and Alastair Angus, Chief Information Officer at CIBC Mellon, for a discussion on innovation in an agentic era. The conversation covers how organizations are approaching automation and AI, the role of technology and data in supporting operational transforma
Episode 80 - Global and Canadian Market Perspectives with BNY and Mackenzie Investments
In this episode of CIBC Mellon Industry Perspectives, host Siu-Kei Chung, Executive Director of Client Relationship Management at CIBC Mellon, is joined by Bob Savage, Global Head of Markets Strategy and Insights at BNY, and Dustin Reid, VP, Chief Fixed Income Strategist at Mackenzie Investments, for a timely discussion on the forces shaping Canadian and global investment markets in 2026.The conve
Episode 79 - Navigating Trends, Driving Transformation in Pensions
Workplace pension plans in Canada are undergoing significant transformation, as organizations seek innovative ways to modernize benefit delivery and enhance member experience. In this episode, listeners will hear from leading voices who combine hands-on operational expertise with research and advocacy in pension design and outcomes.The discussion draws on insights gathered from conversations with
Episode 78 - The Global Evolution of Tokenization, featuring CFA Institute and Purpose Investments
In this episode of CIBC Mellon Industry Perspectives, host Joe Sponer speaks with leaders from CFA Institute, Purpose Investments, and CIBC Mellon about the current state and future outlook of tokenization in institutional investment. The panel discusses how tokenization is being explored for a range of assets, the operational and regulatory questions it raises, and the steps industry participants
Episode 77 - Private Credit in Institutional Portfolios: Structure, Resilience and the Canadian Perspective
In this episode of CIBC Mellon Industry Perspectives podcast, Abdul Sheikh, Vice President, Relationship Management, moderated a discussion examining how private credit strategies are structured, how returns are generated, and what considerations Canadian institutional investors should weigh as allocations evolve. Joining the conversation were Gino DiCenso, Vice President, Fixed Income, CIBC Asset
Episode 76 - Navigating Canadian and Global Markets In 2026: Insights from BNY Markets Experts
The latest episode of CIBC Mellon Industry Perspectives moderated by Joe Lacopo, Head of the Asset Manager Segment, CIBC Mellon features the following BNY Markets strategists: Robert Savage, Global Head of Markets Strategy and Insights, John Velis, FX and Macro Strategist for the Americas, Wee Khoon Chong, Senior Markets Strategist for APAC, Geoffrey Yu, Senior Markets Strategist for EMEA.From glo
Episode 75 - Excerpts from “Agents of Change: Preparing Financial Operations for the Next Generation of AI” panel at Sibos featuring Richard Anton and Duco’s James Maxfield
At the 2025 Sibos conference, Richard Anton, Chief Client Officer at CIBC Mellon, spoke on a panel moderated by James Maxfield, Duco’s Chief Product Officer, on how industry participants can prepare for the next generation of AI. The panel explored the industry’s active deployment of agentic AI solutions and the surrounding considerations from a governance and risk mitigation perspective. This epi
Episode 74 - Business Future Pathways: Credible Climate Transition Plans and Canadian Competitiveness, featuring University Pension Plan Ontario and Mackenzie Investments
In this episode of CIBC Mellon Industry Perspectives, Cynthia Shaw Pereira explores how Canadian institutions are approaching climate transition planning, moving beyond headline ESG debates to the practical work unfolding inside investment organizations. Cynthia is joined by Barb Zvan, President and CEO of University Pension Plan Ontario, and Fate Saghir, Senior Vice President and Head of Sustaina
Episode 73 - The Co-op Student Experience at CIBC Mellon
In this episode of CIBC Mellon Industry Perspectives, host Reese Kuros, Client Communications Intern, sits down with Sara Gmell, Human Resources Recruitment Specialist, and current co-op students Liam Thursfield and Jacob Price to discuss the co-op experience at CIBC Mellon.Together, they explore how the company’s co-op program connects emerging talent with meaningful work in financial services, o
Episode 72 - Canada Connection: Depositary Receipts Enabling Cross-Border Issuer Access
This episode of CIBC Mellon Industry Perspectives features leaders from CIBC Mellon, BNY Markets and BNY Depositary Receipts, and explores the current state of the Canadian market for global investors. CIBC Mellon and BNY are working together to make it easier for global investors to access Canada. Tim Pinnell, Relationship Executive, Global Financial Institutions at CIBC Mellon, moderates the dis
Episode 71 - 35 Years of ETFs: Innovation, Transparency, and What's Next
In this episode, Ronald C. Landry, Head of Segment Solutions andCanadian ETF Services and Chair of the Canadian ETF Association, also known asCETFA, is joined by Eli Yufest, Executive Director, CETFA, and JonathonMcGuire, Vice President, Global X and Chair of CETFA's Marketing & PRCommittee to explore what's next for ETFs over the next 3-5 years. From shifting demographics, and income
Episode 70 - Preparing for Total Cost Reporting
For this episode of CIBC Mellon Industry Perspectives, we look at the TCR rule at less than half a year out from implementation with a focus on industry preparedness for Canadian investment fund managers and dealers. Speakers discuss key considerations at this point, including any outstanding areas in focus and potential challenges that may be encountered when this regulation takes effect January
Episode 69 - Building Confidence in Agentic AI, featuring BNY, Snorkel AI and CIBC Mellon
With the advent of agentic AI, artificial intelligence is rapidly evolving and becoming an influential part of our industry and the world as we know it. Featuring Michael Ross, BNY Product Manager for Eliza, Bryan Wood, Principal AI Architect of Banking at Snorkel AI and moderated by Joe Lacopo, Vice President, Relationship Management and Head of the Asset Manager segment at CIBC Mellon, this epis
Episode 68 - Excerpt from Ops Game Changers Podcast - Richard Anton's guest appearance, April 2025
On the Ops Game Changers podcast, Richard Anton, Chief Client Officer at CIBC Mellon, joined Bhavesh Vaghela of ActiveOps to discuss how CIBC Mellon has transformed its operations - moving away from legacy processes toward a more agile, data-driven model rooted in culture and client-centricity.From reimagining the employee experience to deepening client engagement, data plays a central role in eve
Episode 67 - The Operating Edge - Banks and Insurance Research - Part 3 of 3 - Outsourcing
In the finalepisode of the series, Brent Merriman and Michael Graham unpack evolvingorganizational structures within Canadian financial institutions. How are operatingmodels shifting to new client demands, regulatory changes, and talent gaps? This episodedelivers insights on governance, agility and how structure can eitheraccelerate or inhibit transformation.This presentation contains the presente
Episode 66 - The Operating Edge - Banks and Insurance Operations Study - Part 2 of 3 - Data
In part 2 of our operating edge series, CIBC Mellon's Brent Merriman returns with Michael Graham to examine the critical role of technology in shaping operational resilience for Canadian banks and insurers. From automation to data integration to shifting client expectations, this episode explores how leading institutions are rethinking tech - not just as a cost centre, but as a strategic different
Episode 65 - The Operating Edge - Banks and Insurance Operations Study, Part 1 of 3 - Talent
In this kickoff episode, CIBC Mellon's Brent Merriman, Vice President, Marketing and Strategic Insights sits down with Michael Graham, Vice President, Client Management, to explore how Candian banks and insurers are navigating today's talent landscape.Based on our original research, Brent and Michael unpack the data behind the trends and share practical insights on how institutions can ada
Episode 64 - Frameworks for the Future feat. Accelex, Meradia, Silver Lead & CIBC Mellon - AI Roundtable Roundup pt 2
The second of our two-part roundup of a discussion on the
impacts of artificial intelligence on investment operations hosted by CIBC
Mellon, Accelex, and Meradia, featuring 30 senior leaders from Canadian pension
plans, asset managers and insurance companies.
Topics discussed in this episode include governance and risk, the shifting vendor oversight landscape as institutions seek to modernize
Episode 63 - ROI and Agentic AI feat. Accelex, Meradia, Silver Lead Tech & CIBC Mellon - AI Roundtable Roundup pt 1
This episode recaps a roundtable discussion hosted by CIBC Mellon, Accelex, and Meradia, featuring 30 senior leaders from Canadian pension plans, asset managers and insurance companies.
Topics discussed include the state of the artificial intelligence industry, its potential impact on investment services, and concepts like return on intelligence (ROI) versus return on investment (ROI). The disc
Episode 62 - The Evolution of ESG - featuring Concordia University and Forstrong Global Asset Management - part 2 of 2
Part 2 of CIBC Mellon Industry Perspectives examines the societal and reputational dimensions of ESG, unpacking the challenges faced by asset owners in balancing diverse stakeholder perspectives. From the transition from DEI to JEDI to managing differing viewpoints across institutions, our speakers highlight the rising pressures from public scrutiny and the challenge of “green hushing.” This con
Episode 61 - The Evolution of ESG - featuring Concordia University and Forstrong Global Asset Management - part 1 of 2
This episode of CIBC Mellon
Industry Perspectives is the first part of a conversation exploring the
evolving world of ESG. Particularly focusing on how asset owners and their
managers are adapting to changes in the energy sector and beyond. Speakers delve
into topics such as diversity, the nuances of allyship, and the shift from
traditional ESG practices to more nuanced, client-focused strategies.
Episode 60 - Canada's largest city as a driver of growth and innovation, featuring Toronto Global
CIBC
Mellon is proud to have its headquarters in the heart of Toronto, from which we
service a wide array of Canadian institutions as well as global institutions
whose clients invest in Canada. As a key centre for talent, technology
and innovation, Toronto is internationally recognized as one of the most
diverse cities in the world, the second largest financial sector in North
America and a great
Episode 59 - CIBC Mellon Summer Student Program
As financial institutions continue to connect with the next generation of talent, they are looking for new perspectives and skills to stay competitive within the rapidly evolving landscape and attract top future talent.
This episode, moderated by summer student Molly Ferguson, will unpack three different summer student experiences as well as all the effort that went into creating the formal progr
Episode 58 - AI: Where we are, where we're going, and how we're going to get there.
This episode dives into the transformative potential of artificial intelligence within the financial industry. Their discussions provide valuable perspectives on how AI is poised to drive significant changes in financial services. Canada’s fintech landscape is particularly vibrant, with over 660 AI firms across the country, 273 of which are based in the Toronto region alone. This unique blend of i
Episode 57 - AI: Transforming the Digital and Technology Landscape
This episode of CIBC Mellon Industry
Perspectives will unpack how AI and machine learning have transformed the
digital and technology landscape for asset managers.
Featuring Michael
Demissie, Managing Director, Head of Applied AI and Practice, BNY; Mike
Plantinga, Vice President and Head of Enterprise Security, CIBC Mellon. Moderated
by Brent Merriman, Head of Marketing, CIBC Mellon.
Together,
Episode 56 - Asset Owners Scaling Up and Out - OCIO Questions Worth Asking
Joe Lacopo, Vice President, Relationship Management and head of CIBC Mellon's asset manager segment hosts a discussion on OCIO with Kristin Ramlal, Vice-President, Institutional Investment Sales, Canada Life and Cynthia Shaw-Pereira, Vice President and Head of Asset Owner Solutions, CIBC Mellon. The group explores the drivers, trends and target outcomes asset owners are seeking to achieve as they
Episode 55 - CIBC Mellon International Women's Day
In celebration of International Women’s Day, this episode hosted by
Charmaine Franklin, Director of Relationship Management at BNY Mellon, features
three powerful women in the financial services industry.
These distinguished C-level leaders discuss their career journeys to
achieving corporate success, and how they are empowering women in their
organizations, communities and beyond to support, adv
Episode 54 - A Conversation with d1g1t
Canada is home to some of the world’s most sophisticated and innovative investment companies and is increasingly a global centre where financial technology companies are bringing innovative solutions to market. An example of this is d1g1t.
d1g1t is a leading institutional-grade wealth management platform for Independent Advisors, Multi-family Offices, portfolio advisors, and Broker-Dealers. d1g1
Episode 53 - Q in Review Fourth Quarter
CIBC Mellon’s Q in Review highlights industry trends and regulatory developments impacting the client segments that we service across Canada.
In this episode, Mary Ann Mackenzie, Chief Client Experience Officer, and Richard Videvik, Assistant Vice President, Relationship Management, present a review of the quarter’s top announcements, summarize key developments, market momentum, and opine on the o
Episode 51 - November 2023 Economic Update Podcast, feat. Avery Shenfeld (CIBC) and Aaron Bennett (UPP)
In November 2023, CIBC Mellon hosted an economic update event during which Rocco Logozzo of CIBC Mellon's relationship management team hosted Avery Shenfeld, Chief Economist, CIBC and Aaron Bennett, Chief Investment Officer, University Pension Plan.
This presentation contains the presenter’s
personal views and not those of CIBC Mellon or any other person. It may be
considered advertising, and
Episode 50 - CIBC Mellon Q in Review - Q3 2023
Mary Ann Mackenzie, Chief Client Experience Officer, CIBC Mellon and Richard Videvik, Assistant Vice President, Relationship Management, CIBC Mellon, return to discuss the top stories from Canadian regulators, industry associations and other financial services stakeholders. In this episode, they review the top stories from Q3 2023.
This presentation contains the presenter’s personal views and not
Episode 49 - Governance Checkpoint
On June 1, CIBC Mellon hosted Governance Day with two virtual due diligence sessions that included updates, trends, and reviews of our governance and controls across the organization. Senior leaders from our operational control, risk management, audit, vendor management, business continuity and information security teams shared relevant information about their business units and discussed timely a
Episode 48 - CIBC Mellon Q in Review - Q2 2023
CIBC Mellon’s Q in Review highlights industry trends and regulatory developments impacting the client segments that we service across Canada.
In this episode, Mary Ann Mackenzie, Vice President, Relationship Management, and Richard Videvik, Assistant Vice President, Relationship Management, present a review of the quarter’s top announcements, summarize key developments, and market momentum, and o
Episode 47 - Data Transformation - Canadian Leadership Congress Review
In this episode of CIBC Mellon Industry Perspectives, Darcie James Maxwell, Head of Canadian Operations, Data and
Platform Solutions, BNY Mellon and CIBC Mellon joined Caroline Cakebread, Co-CEO and Founder, Canadian Leadership Congress, and Tristan Robinson, Vice President, Finance Platform, Capital
Markets, OMERS, to discuss how Canadian pension funds are transforming their organizations to bett
Episode 46 - Research Management with Backstop Solutions Group
In this episode of CIBC Mellon Industry Perspectives, Darlene Claes-McKinnon (Executive Director, Relationship Management, CIBC Mellon), Cynthia Shaw-Pereira (Head of Client Solutions Design, BNY Mellon) and Chad Erwin (Senior Vice President, Asset Owners, Backstop Solutions Group) discuss productivity, time management, and research management practices amongst asset allocators.
This presentation
Episode 45 - CIBC Mellon Q in Review - Q1 2023
Mary Ann Mackenzie,
Vice President, Relationship Management at CIBC Mellon and Richard Videvik,
Assistant Vice President, Relationship Management at CIBC Mellon, kick off this
new quarterly podcast series discussing the top stories from our CIBC Mellon newsletter,
Straight Talk, that features updates from regulators across Canada, industry
associations and other major financial services stakeholde
Episode 44 - Advocating for a Seat at the Table
Trevy Armstrong, Director, Infrastructure Operations, IT at CIBC Mellon hosts this episode featuring highlights from a recent interview with Darcie James Maxwell, Head of Canadian Operations, Data and Platform Solutions at BNY Mellon and CIBC Mellon, and Jennifer Hughey, Client Relationship Manager at Institutional Connect. Their discussion focuses on how financial service leaders are advocating
Episode 43 - Bill C-228 Considerations and Implications, featuring Blake, Cassels & Graydon LLP
Bill C-228: Considerations and Implications for the Canadian Pension Industry, featuring:
Kelly Bourassa, Partner, Calgary Leader, Restructuring & Insolvency Group, Blake, Cassels & Graydon LLP
Jeffrey Sommers, Partner, Co-Leader, Pensions, Benefits & Executive Compensation Group, Blake, Cassels & Graydon LLP
Alistair Almeida, Segment Lead, Asset Owners, CIBC Mellon (moderator)
Th
Episode 42 - Responsible Investment Association Investor Opinion Survey
On Tuesday, February 7, Darlene Claes-McKinnon, Executive Director, Relationship Management, CIBC Mellon, hosted three experts for an exploration of insights from the Responsible Investment Association’s recently released 2022 Investor Opinion Survey. This long running survey offers insights into the views, expectations and knowledge levels of Canadian investors related to responsible investment t
Episode 41 - Investor Advisor Research with Environics
In this episode of Industry Perspectives, Joe Lacopo, Vice President, Relationship Management and co-head of the asset manager segment is joined by Robert Stel, Vice President, Financial Services at Environics Research and Amanda Coones, Vice President, Investor and Plan Member Services at CIBC Mellon. Their discussion explores Environics’ annual study of the behaviours, preferences and expectatio
Episode 40 - Global Shareholder Litigation and Class Action Settlement Recovery - ESG Considerations
In this episode of Industry Perspectives, Svetlana Tabagari, Relationship Executive, CIBC Mellon, spoke with Colin Holmes, Associate Counsel, and Kristine Eissing, Vice President of Commercial and Product Management, from Financial Recovery Technologies (FRT) about environmental, social and governance (ESG) considerations on global shareholder litigation and class actions recovery.
This presentati
Episode 39 - The End of Zero Gravity
This episode of CIBC Mellon Industry Perspectives features clips from a previous client update call with Michael Sager, Executive Director, Multi Asset & Currency Management, CIBC Asset Management. In this podcast, Joe Lacopo, Vice President, Relationship Management, CIBC Mellon moderates as Michael provides a macro-market outlook amid rising interest rates, global geopolitical turmoil, and a
Episode 38 - Tanvir's Story: Unlocking Potential for Newcomers to Canada, featuring United Way Greater Toronto, Acces Employment and CIBC Mellon
This episode of CIBC Mellon Industry Perspectives sheds light on the power of unlocking potential through expertise. Tanvir’s story is empowered by three different organizations; all of which have harnessed community values by breaking down the barriers that newcomers to Canada often face when searching for employment.
Lavina Yip, Employee Ambassador at CIBC Mellon talks to Fabio Crespin, Manager,
Episode 37 - Fall 2022 Canadian ETF Market Update, featuring CETFA, Horizons ETFs and CIBC Mellon
An update on the Exchange-Traded Fund market in Canada as at Fall 2022, featuring Ronald C. Landry, Head of Product and Canadian ETF Services at CIBC Mellon together with Pat Dunwoody, Executive Director of the Canadian ETF Association (CETFA) and Mark Noble, Executive Vice President, ETF Strategy, Horizons ETFs. Includes a review of key trends such as recent inflow drivers, the impact of ESG, an
Episode 36 - Canadian Market Innovation: Introducing Platform Traded Funds (PTFs)
Platform-Traded Funds (PTFs) are a Canadian innovation, a comparatively new distribution channel accessible to all investors, asset managers and their dealers who want more efficient and lower cost transactions in assets not listed on a stock exchange. PTFs are typically a class or series of an existing investment fund that investors can buy or sell at an end-of-day net asset value (NAV) per share
Episode 35 - Data Transformation in Asset Management and Accelerating Digital Innovation
The pace of data transformation within the Canadian asset management industry has seen a rapid acceleration over the past 3-4 years. In today’s episode of CIBC Mellon Industry Perspectives, we uncover the impact of this transformation through conversations with Darcie James Maxwell, Head of OMNI Digital Services in Canada for CIBC Mellon and BNY Mellon, Mark Hartley, Senior Director of Product an
Episode 34 - Future Ways of Work Episode 4: Physical office vs. remote: where will we work?
CIBC Mellon revisits the conversation around the Future of Work, this time focusing in on location, connection and culture. In the fourth episode, Mary Ann Mackenzie and Richard Anton are joined by Lavina Yip, Employee Experience Ambassador at CIBC Mellon in a multifold discussion that sheds light on the varying perspectives around where, when and how we work.
This presentation contains the prese
Episode 33 - Liquid Alternatives: Trends, Challenges and Opportunities
With the increased volatility of today’s investing environment, liquid alternatives can contribute to more robust and diversified portfolios for investors. In this episode of Industry Perspectives, Robert Lemon, Executive Director, Prime Services Group, Global Markets at CIBC Capital Markets and Ronald C. Landry, CIBC Mellon’s Head of Product and Canadian ETF Services discuss the role that liquid
Episode 32 - Advancing Canadian Infrastructure - The Road to T+1 Settlement
In this episode of CIBC Mellon Industry Perspectives, Lou Lesnika, Director of Product at CIBC Mellon hosts a discussion with Keith Evans, Executive Director of the Canadian Capital Markets Association (CCMA) on T+1 settlement plans in Canada, including operational considerations. For timely updates on T+1, visit ccma-acmc.ca to monitor the frequently updated FAQs and sign up for their newsletter.
Episode 31 - Applications of Data and Technology Innovations in Investment Decisions
In this episode Darlene Claes-Mckinnon, Executive Director, CIBC Mellon reviews the segment, “Applications of data and technology innovations in investment decisions” from Institutional Connect’s Portfolio Innovation and Resilience Forum. This segment was moderated by Darcie James Maxwell from BNY Mellon and CIBC Mellon, with Kevin Zhu Managing Director, Head of Portfolio Construction Group at OP
Episode 30 - Market Analysis: Outlook for Portfolio and Investment Strategy
In this episode of CIBC Mellon Industry Perspectives, Joe Lacopo, Vice President, Relationship Management, CIBC Mellon reviews clips from a previous client update call between Ash Tahbazian, Chief Client Officer, CIBC Mellon and Michael Sager, Executive Director, Multi Asset & Currency Management, CIBC Asset Management. The discussion provides a macro market update, particularly with insights
Episode 29 - The Quebec Market and the War for Talent
In this episode of CIBC Mellon Perspectives, Michael Graham, Executive Director, Quebec Relationship Management, CIBC Mellon, shares clips and hosts a discussion featuring three leaders from the Quebec market. These experts explore what makes Quebec a key growth market, an innovation centre and a key battleground as the war for talent heats up across financial services and technology firms. Fea
Episode 28 - Integration of ESG into Investment Strategies for Asset Owners
CIBC Mellon relationship management leaders Darlene Claes-McKinnon and Mathieu Pacheco host a wide-ranging discussion of the evolving perspectives for asset owners in Canada looking to integrate ESG into their investment processes. Featured expert speakers include Marc Gauthier, University Treasurer and Chief Investment Officer, Concordia University; Mark Sevestre, General Manager of the Mississa
Episode 27 - Part 2 - Indigenous Institutional Investors in Canada - Toward Economic Reconciliation
In the second episode of CIBC Mellon's podcast series around engagement with Indigenous institutional investors, markets and perspectives, Trish Roberts and Neelin Parmar of CIBC Mellon discuss investment operational trends among indigenous institutional investors as well as explore further expert insights from Jaimie Lickers, Vice President, Indigenous Markets, CIBC; Mark Sevestre, General Manage
Episode 26 - The Power of Expertise, Scale and Focus (Previously Released in 2021)
Across industries and segments, including for-profit, government and non-profit sectors, organizations are looking to better respond to changing needs, compete effectively, overcome rising challenges and maximize value to stakeholders. In this episode, we hear how three different organizations are achieving powerful results by leveraging a specialized, expert provider. We also discuss the benefits
Episode 25 - Part 1 - Indigenous Institutional Investors in Canada: Advancement, Education and Opportunity
Trish Roberts and Lavina Yip of CIBC Mellon review and discuss commentary from Jaimie Lickers (CIBC), Mark Sevestre (Six Nations of the Grand River and National Aboriginal Trust Officers Association) and Andrew Hoffman (Leith Wheeler Investment Counsel).
This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and
Episode 24 - A Look into Canada’s Market Infrastructure: Payments Modernization and Lynx - featuring Lloyd Sebastian and Richard Anton
Canada’s financial sector features robust and mature markets, stability and transparency, proven infrastructure, efficient settlement mechanisms and a well evolved regulatory framework – along with a focused on controlled innovation. The payments landscape is evolving in Canada with new technologies, response to consumer demands on both the institutional and retail front, and the relentless press
Episode 23 - China's Capital Markets and Bond Market Update
In this episode of CIBC Mellon Industry Perspectives, Mary Ann Mackenzie, Vice President, Relationship Management, CIBC Mellon introduces clips from Suneet Soares, Assistant Vice President, Custody Services & Investment Manager Relations, CIBC Mellon and Geoffrey Yu, Senior EMEA Market Strategist, BNY Mellon Markets on the current view of China’s capital markets. They discuss China’s growing e
Episode 22 - Future Ways of Work Episode 3 - "What do employees want?"
CIBC Mellon's exploration of the Future of Work continues. In this third episode, Mary Ann Mackenzie and Richard Anton share employee perspectives and leadership examples from within our own team, and leave listeners with some key questions worth asking.
This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, an
Episode 21 - Future Ways of Work Episode 2 - "What do investors want?"
In Episode 2 of CIBC Mellon's "Future Ways of Work" podcast series, Mary Ann Mackenzie and Richard Anton continue their conversation about the Future of Work, sharing examples and insights from CIBC Mellon's base of Canadian institutional investors as well as insights from the CIBC Human Capital Index which aims to link employee goodwill to fundamental equity performance.
This presentation contain
Episode 20 - Future Ways of Work Episode 1 - "Say Thank You"
CIBC Mellon senior leaders Mary Ann Mackenzie and Richard Anton launch into a deep exploration of questions that have captured the attention of institutional investors and employees in Canada and around the world: the Future of Work. In the first episode of the series, the team tackles three deceptively simple questions, "where do we work?", "when do we work?" and "how do we work?". The team als
Episode 19 - Canadian ETF Industry Trends
CIBC Mellon is pleased to congratulate the Canadian ETF Association (CETFA) on its 10th anniversary of championing Canada’s ETF industry! CIBC Mellon’s Ron Landry, Head of Product and Canadian ETF Services, was pleased to host a recent discussion with Michael Cooke, Senior Vice President, Head of Exchange Traded Funds at Mackenzie Investments and Chair of CETFA, and Pat Dunwoody, Executive Direct
Episode 18 - Canadian Investment Alternatives Update featuring CAASA
Adrian Ercolani recaps a recent discussion between Ron Landry, Head of Product and Canadian ETF Services, CIBC Mellon and James Burron, Co-Founder and President of the Canadian Association for Alternative Strategies and Assets (CAASA) for CIBC Mellon's Industry Perspectives Podcast.
This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may b
Episode 17 - Commercial Real Estate Investment Trends
In this episode of CIBC Mellon's Industry Perspectives podcast, Laura Morgan, Service Director, hosts Alistair Almeida, Segment Lead, Asset Owners for a review of his discussion with Neal Armstrong, Head of US Real Estate Services for BNY Mellon. The discussion explores current and future trends in the commercial real estate market in North America and around the globe, including rising allocatio
Episode 16 - Pension Industry Trends - ACPM Webinar Highlights: Alistair Almeida + Derek Dobson, CEO, CAAT Pension Plan
CIBC Mellon's Alistair Almeida joined Derek Dobson, CEO of CAAT Pension Plan at a webinar hosted by the Association of Canadian Pension Management. In this podcast, CIBC Mellon relationship executive Chris Finlay joins Alistair to review highlights from their discussion.
This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be consider
Episode 15 - Pension Industry Trends - ACPM Webinar Highlights: Alistair Almeida + Asif Haque, CIO of CAAT Pension Plan
CIBC Mellon's Alistair Almeida joined Asif Haque, CIO of CAAT Pension Plan at a webinar hosted by the Association of Canadian Pension Management. In this podcast, CIBC Mellon relationship executive Chris Finlay joins Alistair to review highlights of the discussion.
This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered adv
Episode 14 - Private Markets: Trends and Themes in the Current Environment
Canadian institutional investors remain at the forefront of the shift toward alternatives as they continue to steadily increase their allocation to private markets, such as private equity, private credit and real estate, in an effort to find new ways to diversify their portfolios, increase alpha and reduce risk. This trend of increased private market allocations has continued through the current p
Episode 13 - Navigating Global Markets and Documentation Requirements
Institutional investors and their managers often seek to invest across global markets by opening new markets in an effort to diversify their portfolios and achieve their goals, though the process can be complicated with differences in process, regulation, and language. This podcast episode will provide insights and dive into some of the specific challenges in navigating complex and evolving global
Episode 12 - ESG in Focus: Incorporating Non-Financial Factors into Investment Processes
ESG integration can be seen as an increasingly important lens to look through as climate-change brings a movement of transformation to the investment industry. Impact investing is redefining the role of capital, and asset owners and investment managers alike have brought into sharper focus the challenges and benefits of consistent readily available data. In this episode, we discuss current and fut
Episode 11 - Stability, Resilience and Innovation – Canada in Focus
Canada’s financial sector is characterized by robust and mature markets, marked by stability and transparency, proven infrastructure and efficient settlement mechanisms and an effective regulatory environment. This episode makes a strong case for Canada for global financial institutions and investors that wish to capitalize. The discussion featuring CIBC Mellon’s COO, Richard Anton, and VP of Glob
Episode 10 - The Growth of Responsible Investment in Canada
As institutional investors execute on their business strategies, many market participants are considering incorporating environmental, social and governance factors into traditional financial analysis. This episode discusses the main drivers and themes for responsible investing in Canada, and the conversation also dives into the latest survey findings from the Responsible Investment Association, i
Episode 9 - The Power of Expertise, Scale and Focus
Across industries and segments, including for-profit, government and non-profit sectors, organizations are looking to better respond to changing needs, compete effectively, overcome rising challenges and maximize value to stakeholders. In this episode, we hear how three different organizations are achieving powerful results by leveraging a specialized, expert provider. We also discuss the benefits
Episode 8 - CIBC Asset Management's Long-Term Outlook for the U.S. Dollar
The U.S. dollar has been widely recognized for decades by investors, major financial institutions and central banks as the world’s dominant reserve currency. This episode discusses a future perspective and the relevance of the U.S. dollar, offering CIBC Asset Management’s long-term outlook on the U.S. dollar with considerations, such as whether it will remain a dominant currency or one of many. Th
Episode 7 - Canadian Tax Updates for Global Institutional Investors
Taking into account this year’s Sibos virtual event, organized by SWIFT for the global financial industry, this episode focuses on tax with respect to the Canadian market. We provide updates on the latest Canadian tax developments for foreign institutional investors into Canada and we also discuss insights into the non-resident tax reclaim process from an operational perspective.
This presentation
Episode 6 - Canadian Performance and Asset Allocation Trends Through the Pandemic
Canadian plan sponsors have seen public markets rebound in Q2, following depressed valuations and increased volatility at the onset of the Covid-19 pandemic during the first quarter of the year, though ongoing uncertainty remains as the economy reopens after lockdown. This episode explores key economic factors at play, the latest median returns of the BNY Mellon Canadian Master Trust Universe and
Episode 5 - Evolving ESG Considerations and Expectations
Investing through an environmental, social and governance (ESG) lens continues to gather momentum in the Canadian market and globally for many compelling reasons. This episode looks at developments that market participants and stakeholders are seeing in the way markets assess, measure and respond to non-financial factors, ranging from governance concerns to public health and climate change. We als
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