FBAA Queensland Brisbane Summit 2018 | FBAA | 27 September 2018 | Hillstone St Lucia, Grand View Room, Carawa St, St Lucia, Queensland 4067 Australia

You are invited and encouraged to attend FBAA’s professional development summit in Brisbane on Thursday, 27th September.

You will hear from leaders in the Australian private finance space and they will be demystifying the private finance market and explaining where funds come from, how funds are priced and where to get the best deal.

Also learn how to make the best application for private finance ensuring the best outcome for your clients and your business. Chifley Securities will be presenting updated information relating to this important process.

You will also hear directly from FBAA’s Executive Director, Peter White who will give you the latest industry regulatory update.

2018 Speakers:

Bruce Sellery
Financial journalist and media personality

Ross Kappele
EVP & Head Distribution, BMO Asset Management, and Chair of IFIC’s

Kevin Gopaul
Head, BMO Global Asset Management Canada, Global Head of ETFs and Chief Investment Officer

Dave Nugent
Head of Investments, Wealthsimple

Bill Packham
President and CEO, Aviso Wealth Board of Directors

Michelle Hilscher
Ph.D., Senior Associate, BEworks

Gary R. Mottola
Ph.D., Research Director, FINRA Investor Education Foundation

Doug Sarro
Senior Advisor, Research and Regulatory Innovation, Ontario Securities Commission (OSC)

Melaina Vinski
Behavioural Economics Lead, PwC Canada

Raymond Chan
Acting Director, Investment Funds and Structured Products Branch, Ontario Securities Commission (OSC)

Debra Foubert
Director, Compliance and Registrant Regulation Branch, Ontario Securities Commission (OSC)

Hugo Lacroix
Senior Director, Investment Funds Branch, Autorité des marchés financiers (AMF)

Sajith (Saj) Nair
Partner, Cybersecurity & Privacy, PwC Canada;

Ira Nishisato
National Leader, Cybersecurity and Cyber-Risk Management Group, Borden Ladner Gervais LLP

Mike Plantinga
Vice President, Information Technology, CIBC Mellon

Ronald C. Landry
MBA, CPA, CGA, Vice President, Canadian ETF Services, CIBC Mellon

Catriona Read
Partner, PwC Canada

Marsha Gerhart
Vice-President, Member Regulation Policy, IIROC

Karen McGuinness, Senior Vice-President, Member Regulation – Compliance, Mutual Fund Dealers Association of Canada (MFDA)

Felicia Tedesco
CPA, CA, Deputy Director, Operations, Compliance and Registrant Regulation Branch (CRR), Ontario Securities Commission (OSC)

Arthur Fish
Partner, Borden Ladner Gervais (BLG)

Denise Morris
Manager, Policy, The Investor Office, Ontario Securities Commission (OSC)

Laura Tamblyn Watts
Chief Public Policy Officer, CARP

Melody Chiu
Partner, Tax Services, PwC Canada

Grace Pereira
Senior Counsel, Borden Ladner Gervais LLP (BLG)

Janice Russell
CPA, CA, LLM, Tax Partner, BDO

Sky Schapiro
Director, Taxation, BMO Financial Group

Moderator:

Nigel Johnston
Partner, Tax, McCarthy Tétrault LLP

Karen Woodman
Vice President, Dealer, Sun Life Financial Services (Canada) Inc. (Dealer)

Michael Stanley
President, Sterling Mutuals Inc.

Chris Pitts
Partner, National Asset and Wealth Management Leader, PwC Canada

Karen Adams
President & CEO, Fundserv

Sian Burgess
Senior Vice-President, Fund Oversight, Fidelity Investments Canada ULC (Fidelity Canada)

Paul C. Bourque
Q.C. ICD.D, President and CEO, IFIC

Jordy Chilcott
Head of Investment Distribution, Sun Life Global Investments

2018 Sponsor:

• FBAA
• RISQ GROUP
• AAMC TRADING GROUP
• INSURANCE ADVISERNET