Master of Mathematical Finance Program
Sheldon Inwentash Barbara Stewart Pawel Polak
Chairman and CEO ThreeD Capital CFA, Researcher and Author Professor Statistics Department, Columbia University & Head of Machine Learning AAAccell Ltd.

Sheldon Inwentash, a serial entrepreneur, is chairman and chief executive officer of ThreeD Capital Inc., a Toronto-based venture capital firm specializing in investments in the junior resource, graphene, AI, AR and blockchain sectors.

 

Sheldon has more than 30 years of investing experience and has been instrumental in raising $15 billion for his portfolio companies over the last 15 years. He co-founded Visible Genetics, the first commercial pharmacogenomics company, in 1994 and exited in 2001 to Bayer. Through two decades leading Pinetree Capital, Sheldon created significant shareholder value through early investments in Queenston Mining (acquired by Osisko Mining Corp. for $550-million), Aurelian Resources (acquired by Kinross for $1.2-billion) and Gold Eagle Mines (acquired by Goldcorp for $1.5-billion) to name a few.

 

Sheldon obtained his B.Comm from the University of Toronto and is a Chartered Accountant/Certified Professional Accountant. In 2007, he was an Ontario finalist for the Ernst & Young entrepreneur of the year award. In 2012, Sheldon received an honorary degree, doctor of laws (LL.D) from the University of Toronto for his valuable leadership as an entrepreneur, his philanthropy, and inspirational commitment to making a difference in the lives of children, youth and their families. Sheldon is a keynote speaker at many conferences and events worldwide. In his spare time, Sheldon is an avid art collector.

Barbara Stewart, CFA is one of the world’s leading researchers on women and finance. For the past nine years, she has researched, written and published an annual series of Rich Thinking® white papers, launching every International Women’s’ Day.

 

In addition to being a researcher and author, Barbara is a sought after speaker, educator and evangelist on women, money and investing. Barbara is an advocate for women, for diversity, and for financial education, both in public and as a consultant using her proprietary research skills to help large global financial institutions seeking to transform themselves. She is a columnist for the CFA Institute’s Enterprising Investor website, a contributor for Golden Girl Finance, and a thought leader regularly consulted by print and broadcast media worldwide. Barbara is on the Advisory Board for Kensington Capital Partners Limited in Toronto.

 

In her previous life, Barbara spent five years as an institutional currency trader and 20 years as a portfolio manager and investment counsellor for high net worth investors. She lives in Toronto with her husband Duncan Stewart, CFA and their Bernese Mountain Dog Hank.

Pawel Polak – A Professor in the Statistics Department at Columbia University, and Head of Machine Learning at AAAccell Ltd. --- a spin-off company of the University of Zurich. Prior to becoming a professor, he was a post-doc in the same department, for Professor Richard Davis, and a recipient of Swiss National Science Foundation research grant "Early-Postdoc Mobility". He received his PhD (summa cum laude) from the Swiss Finance Institute and University of Zurich, under the supervision of Marc Paolella, Walter Farkas, and Loriano Mancini. He has a Postgraduate Diploma (summa cum laude) in Economics from the Institute for Advanced Studies in Vienna, Austria, and  Master and Bachelor Degrees in Mathematics from the University of Warsaw (MIMUW), Poland. Pawel is an expert in time series modeling, machine learning, and big data. His research has applications in asset allocation, statistical arbitrage, and risk management. Together with AAAccell Ltd., he developed a portfolio engine for cryptocurrencies, which helps investors by automating a risk-optimized portfolio. The product is based on machine learning and quantitative finance methods and it will be released to investors later in 2019.

Charles Shier Claudio Grossi Marek Laskowski
Co-founder, Chairman, Novera CFO, Novera Senior Blockchain Research Fellow, Novera

Charles helped found blockchain solutions provider Blockchain Ready. He is a graduate of the Schulich School of Business at York University, specializing in finance and served as a Research Associate at Blockchain Lab. He is also in the process of earning his Law Doctorate from Harvard University.

Claudio has over 30 years experience in finance ranging from public accounting to financial control, reporting and management in the biotech, manufacturing and transportation industries in Canada, the US and Europe. Claudio has also served at 407 as Managing Director, Finance from 2002 to 2018.

Marek is a former Professor in the Masters of Business Analytics Graduate Program at the Schulich School of Business at York University. He is also a Co-founder nof the York University Blockchain Lab. Marek has worked with the Blockchain Research Institute (BRI); is working with the United Nations, and National Institutes for Standards and Technologies (NIST)

Jacob Unger Co-founder, CEO, Novera
Tim Zhang Senior Manager of Due Diligence & Advisory Group Ontario Teacher's Pension Plan
Henry Kim CTO, Novera

Jacob is an experienced trader and investor in cryptocurrencies and crypto mining. He began his career at Plasma Capital Partners, managing accounts specializing in crypto; and has experience trading for select HNW investors. He also has extensive experience in risk management and automated trading.

Tim Zhang is Senior Manager of Due Diligence & Advisory Group at Ontario Teachers' Pension Plan Board.  Tim's group employs a risk based approach towards conducting enterprise risk assessment for external investment managers prior to OTPP proceeding with an investment decision.  His group consults with the OTPP's Investment Division on how best to structure the proposed investment deals; as well as selects and manages key infrastructure providers including managed account platforms, fund administrators, valuation agents, compliance consultants, background check providers and other service providers.

Before joining Teachers' in 2013, Tim was Vice President at Citi Hedge Fund Services where he helped establish Citi's Global Investor Service Center in Toronto.  Prior to that, he was Vice President at Citco Fund Services where he was responsible for overseeing outsourced fund mid/back office operations for a number of large global hedge / private equity fund clients. Before Citco, Tim worked at Credit Suisse, First Boston as a Treasury Product Controller.

Henry is a Professor at the Schulich School of Business at York Univesity. He is a Co-founder of the Blockchain Lab at Schulich. Henry is considered one of the leading blockchain scholars in Canada and has published more than 60 peer reviewed scientific articles on enterprise modelling AI, and blockchain. He is also the recipient of numerous research and teaching awards.

Julie Cays Jose Herrera Danilo Simonelli
Chief Investment Officer at the Colleges Applied Arts and Technology (CAAT) Pension Plan Lead Blockchain Developer, Novera Managin Director, Alternative Investments, Ontario Teacher's Pension Plan

Julie Cays is the Chief Investment Officer at the Colleges of Applied Arts and Technology (CAAT) Pension Plan which is the jointly sponsored, defined benefit pension plan for the employees of the Ontario college system and several other employers.   Julie joined CAAT in 2006 and has been instrumental in shaping the $10 billion CAAT investment portfolio to meet the Plan’s long term funding goals.  She has more than 30 years of capital markets and pension investment experience gained in various treasury and risk management roles at CIBC and as a Vice President at Healthcare of Ontario Pension Plan (HOOPP).

Julie is Vice Chair of the Canadian Coalition for Good Governance, Chair of the Investment Committee of the J.W. McConnell Family Foundation, and past Chair of the Pension Investment Association of Canada.

Born in Toronto, she received her degree in economics from the University of Waterloo and has her Chartered Financial Analyst designation

Jose obtained his BSc in Software Engineering from the Schulich School of Engineering, at the University of Calgary. He has experience working as a developer intern with IBM, BPM Software, Critical mass, and Blockchain Engineer with Adappcity. He has also worked as a Software Engineer with Bitcoinbrains, and Dapp Developer with Polymath.

Danilo heads Ontario Teachers' hedge funds program. His team manages the allocation to global hedge funds across multiple strategies. He joined Ontario Teachers'  in  2005 as  part  of  the Emerging  Markets.

 

Fixed Income team. Danilo serves on the Counterparty Credit Committee, a cross department group that reports to the Fund's Investment Committee on decisions related to bilateral agreements with banks and dealers, as well as on the Fund's Emerging Markets Committee.

 

He worked at JPMorgan in its London office as a member of the debt capital markets origination group, covering European financial institutions and  the  Republic  of  Italy. Danilo holds a Master in Financial Economics from the University of Toronto, he is a CFA charter holder and he has an ICD.D certification from the Institute of Corporate Directors.

Jorge Bolivar Diego Blazquez Beatriz Rumbos
President, Funcación I&C Inversión y Cooperación, Founding Partner, ETS Asset Management Factory Head of Legal and Compliance en ETS Asset Management Factory Dean of Actuarial Science, Mathematics and Statistics, ITAM

Jorge Bolivar Almela chairs the Bolívar family foundation I&C, Inversión y Cooperación. Jorge founded I&C with the goal of promoting social inclusion through financial education and technology.

 

I&C focuses one main initiative, “Saving for Learning”  (www.savingforlearning.org) which enables wealth creation at the base of the pyramid through community training and saving groups.  I&C’s Qmobile cloud technology helps in providing governance, quality control and impact measurement.

 

Jorge holds a Mining Engineer degree from the Universidad Politécnica de Madrid. In 1987 he established the first venture in Spain that provided quantitative financial advice (ETS Asset Management Factory, www.ets.es). That first company evolved into a group which currently provides a variety of services, from fintech (Techrules, www.techrules.com) to robo-advisory (Gear Investments, www.gearinvestments.com).

 

Jorge is an active advocate of community-led microfinance as a scalable and self-sustainable way to fight poverty and empower grass-roots levels of society.

Diego has a degree in Law and is specialized in financial regulation and financial markets. He has extensive experience in private banking and investment business. For the last 15 years he was responsible for legal, regulatory compliance and internal audit of prestigious financial institutions.

 

Since 2002 he also runs his own law firm which advises companies in international business development.

 

He is member of the illustrious bar association of Madrid (Regulated Law School of Madrid).

 

Since the beginning of his professional practice he is part of the team of free sponsorship lawyers who provide professional services to people without economic resources.

 

Since his university days, he has been a volunteer in several NGO's of international cooperation with emerging countries. Currently he is volunteer and collaborator in the humanitarian work of the Order of Malta.

Beatriz Rumbos studied Mathematics and Physics as an undergraduate at the National Autonomous University (UNAM) in Mexico City. She then went on to obtain a Ph.D. in Mathematics at McGill University and a Ph.D. in Economics at Texas A&M University.

After working at the Institute of Mathematics at UNAM for a 8 years, in 1996 she became a full time member of ITAM’s faculty. In 1997 she was named Mathematics Department Head, where she supervised a major overhaul in the Mathematics curriculum, mainly for Economics and Law Majors.

In 2010, Dr. Rumbos was appointed Dean of Actuarial Science, Mathematics and Statistics. She oversees three academic Departments (Actuarial Science, Mathematics and Statistics), two undergraduate degrees (Actuarial Science and Applied Mathematics) and two graduate programs (Data Science and Risk Management).

She has been a visiting scholar at Texas A&M University and University of Toronto and has numerous publications in the areas of Non-Commutative Rings, Quantum Logic, Economic Dynamics and Decision Theory. She has also written several mathematics textbooks and is a co-author of a series of children’s books on introductory economic concepts.

Richard Luu Hashiam Kadhim Olav Noack
CFA, Zobel Values AG Lead Machine Learning Engineer, Dessa Zobel Values AG

Richard has 20 years of experience in asset management, German Financial Authority (BAFIN) certified hedge fund manager. Richard has also served as a member of the investment committee at a big Swiss bank responsible for SF 100 billion and Is a Board Member of Zobel Values AG

Hashiam is a Lead Machine Learning Engineer at Dessa, where he applies his advanced knowledge of deep learning to solve business problems for enterprise clients in diverse industry verticals. Hashiam is an expert at dissecting the latest AI research and techniques and has been at the forefront of multiple deployments that have driven millions of dollars in value. He played a pivotal role in establishing Dessa as the first Canadian partner in NVIDIA’s exclusive network of deep learning solutions providers. His technical expertise was first cultivated at the University of Toronto, where he achieved a Masters of Science in Pure Mathematics focusing on probability and stochastic PDEs.

Prof. Dr. Olav Noack currently works as a professor at DHBW Stuttgart and is responsible for Zobel Values AG, a Single Family office in Germany and Switzerland, and has an extensive background in finance, management consulting and accounting. He has served as the CEO Switzerland and Executive Member of the Board for Baloise Group, one of Switzerland’s largest insurance companies. He was responsible for the Baloise Bank SoBa and the insurance business. He has also served as a Managing Director for Barclays Bank, heading the global fund business for the private bank and retail bank and serving as a member of the Global Investment Committee. Additionally, Mr. Noack has served as a member of the Global Financial Planning Committee of UBS, where he managed all UBS life insurance business and has 7 years of experience working for McKinsey & Company, in both their financial services and industry practices. He has also worked as an audit supervisor at PWC. He holds a PhD in business administration, an MBA and a Master’s degree in political sciences, all from the University of St. Gallen.

Marco Guerreiro Stephan Zeisberg Alik Solokov
Chief Research Officer at SwissBorg Investment Manager Hedge Funds & Commodities Bayerische Versorgungskammer Lead Data Scientist, Deloitte

Marco is the Chief Research Officer at SwissBorg, a wealth management platform bringing universal access to crypto assets. Previously, he was a hedge fund manager in London, UK with a focus on systematic strategies, he worked in Investment Banking in his early career and completed his business studies at ESADE in Barcelona.

Stephan has been Investment Manager Hedge Funds and Commodities at BVK since January 2015. Stephan received his Master of Science, Mathematical Finance and Actuarial Science from the Technische Universität München and his  Bachelor of Science, Mathematics also from the Technische Universität München

Allison Atkins Benjamin Bernal Mark Tower
Director, IT & Cyber Risk, Scotiabank Director IT & Cyber Risk Regulatory Compliance, Scotiabank Director of North American Business Development, Lyxor Asset Management Inc.

Allison Atkins is a Director in Scotiabank’s Cyber and IT Risk Management team within the Bank’s 2nd line of defense.  Her focus is Cyber Risk, across the global enterprise.

 

Allison holds a BSc. Computer Science from Western University and commenced her career in Information Security in 1999 as a consultant focusing on penetration testing and security governance at one of the big 4 Audit and Advisory firms.  She remained in the professional services space for the first decade of her career, maintaining a focus on Information Security Risk Assurance as well as IT Audit and Advisory.

 

While living in London, UK, Allison joined Aviva Insurance and held various global, IT Risk and Information Security roles over 4.5 years.  Also in the UK, Allison took up the position as Head of Information Security for IFDS UK, subsidiary of StateStreet, a fintech service provider for the investment fund industry.  After returning to Canada, Allison ran the Information Security program for IFDS Canada and held that role prior to joining Scotiabank in 2018.

 

Allison is certified with the CISSP, CISM, CISA, and CGEIT designations.

Benjamin Bernal is a former Policy Maker and IT Risk Examiner with 18+ years of experience in key managerial positions working for the Mexican regulator of the financial services (CNBV, Comision Nacional Bancaria y de Valores).  He has developed multiple regulations on Information Technology related matters, including Digital Banking (on-line, mobile and phone banking, ABMs, POSs transactions, and cash management systems), Information Security, Privacy, AML, Branchless Banking, Third Party Risk Management, IT Risk, and regulatory reports for electronic banking transactions and customers’ complaints; he was part of the think tank to expand the financial inclusion in Mexico.

 

Joined Scotiabank in 2012, Benjamin is a Director of IT & Cyber Risk Management group, overseeing IT Regulatory Compliance matters, managing the relationship with regulatory bodies and providing advice and council on regulatory requirements across the bank; he also contributes to the Payments Canada modernization program.

 

Benjamin holds a Master’s of Administration and a BSc. Cybernetics and Systems Engineering from La Salle University in Mexico; postgraduate studies on Financial and Credit Risk Management from the Instituto Tecnologico Autonomo de Mexico (ITAM); and on Information Security from the Monterrey Institute of Technology and Higher Education (ITESM) in Mexico; holds professional the professional designations CISA, CISSP, CISM and CGEIT.

Mark Tower is a Director of North American Business Development at Lyxor Asset Management Inc. (“Lyxor Inc.”), a wholly-owned subsidiary of Société Générale Group. Mr. Tower joined Lyxor Inc. in December 2015. Prior to joining Lyxor Inc. Mr. Tower was an Institutional Sales & Business Development Consultant at UBP Asset Management from December 2013 to December 2014. Prior to that, Mr. Tower was Head of Institutional Marketing at Rock Maple Funds from 2009 through 2013. From 2004 to 2009, he was Vice President, Institutional Marketing at Muirfield Capital Management. Prior to that Mr. Tower handled Institutional Marketing at Refco Alternative Investments Group from 2002 to 2003. From 2000 to 2002 he was a Wholesaler at Ortbitex Financial Services Group. Mr. Tower has more than 15 years of experience with alternative investments, including hedge funds, fund-of-hedge funds, and liquid alternatives.

 

Mr. Tower serves as a board member for Friends of Firefighters and Badge of Honor Memorial Foundation, both non-profit organizations. Mr. Tower received a B.A. from Boston College.

Rafael Garcia Bernhard Kaufmann Han Wang
Co-founder CEO, SERFIEX S.A. Group Chief Risk Officer, Munich RE Chief Macro Analyst, China Industrial Security

MBA Financial Engineering, ICADE (Madrid, Spain).

 

Rafael García (54) started his professional career as a financial analyst and portfolio manager at Banco Santander.

In 1993, he founded SERFIEX, a Risktech, FinTech and RegTech company.

SERFIEX is nowadays the Spanish leader on financial and actuarial risk-management solutions.

 

Rafael has leaded or coordinated more than 250 projects on risk management and ALM for banks, insurance companies and asset management companies.

Rafael is also CEO of VALUEX (Valuadora y Proveedora de Precios del Perú S.A), a company created by SERFIEX and Bolsa de Valores de Lima (Peruvian Stock Exchange), in 2017. VALUEX is one of the two official pricing providers of the Peruvian financial industry.

Rafael is President of TUS OJOS, a Spanish film production company specialized on educational and childhood related movies.

Dr. Bernhard Kaufmann is the Group Chief Risk Officer at Munich RE since 2014. He completed his Diploma in Physics (1995) and obtained his PhD in Theoretical and Mathematical Physics (2000) at the Technical University of Munich. Bernhard has been working at Munich RE since 2000 and he has been Chief Risk Officer and Head of Integrated Risk Management at ERGO, Munich RE’s Primary Insurance business field, from 2008 to 2014.

Dr.  Wang  is  the  Chief  Macro  Analyst  and  Deputy  Head  of  Research  at  China  Industrial  Securities  Co.  Ltd.  Dr.  Wang  is  also  the  Chief  Economist  of  China  Industrial  Securities  International  Financial  Groups  Limited.  Dr.  Wang  is  a  member  of  the  China  Finance  40  Young  Economist  Forum,  a  member  of  the  Expert  Consultation  Committee  of  China  Insurance  Security  Fund  and  a  council  member  of  the  China  Chief  Economist  Forum  Prior  to  joining  Industrial  Securities,  Dr.  Wang  was  an  economist  at  the  CEMB  Group  and  a  member  of  the  formal  ISI-CEBM  China  research  team.  Dr.  Wang  received  his  Ph.D.  at  Washington  University  in  St.  Louis,  and  was  a  postdoc  research  fellow  at  Fredrich-Shiller  University  of  Jena.

Yidong Zhang James Burron Jason Chertin
Chief Macro Strategist, China Industrial Security President, Canadian Association of Alternative Strategies & Asssets (CAASA) Co-Chair, Investment Funds and Asset Management, MCMIllan LLP

Mr.  Yidong  Zhang  is  the  Chief  Macro  Strategist  of  Industrial  Securities  Co.  Ltd.,  Deputy  Head  of  Research,  Head  of  Overseas  Research  Center.  Mr.  Zhang  is  also  the  deputy  CEO  of  China  Industrial  Securities  International  Financial  Groups  Limited.    Prior  to  joining  Industrial  Securities  in  2006,  Dr.  Zhang  was  a  strategist  in  Polaris  Securities  (Taiwan)  from  2002-2006.  Mr.  Yidong  Zhang  received  his  Master’s  Degree  from  Fudan  University.  He  also  got  his  EMBA  degree  from  Shanghai  Advance  Institute  of  Finance  of  Shanghai  Jiaoton  University.  Mr.  Zhang  is  the  only  strategist  who  was  received  the  No.  1  Best  Analyst  Award  for  all  domestic  ranking

James co-founded CAASA in response to industry support for a Canadian alternatives association to serve all aspects including: hedge / alternative strategies; private lending; private real estate; private equity; plus emerging areas where Canada is a leader such as digital assets / blockchain and robo-advisors.

Prior to CAASA, James was the Chief Operating Officer of AIMA Canada where his team of three worked with 12 committees to produce 50-60 events per annum across Canada, organize 100+ committee meetings, and increase member numbers over his 7-year tenure from 66 to 164 corporate entities.

James also has experience in research and writing for the CAIA Association as well as serving on CAIA’s Exam Council and as a grader for the Level II portion of the exam.  He also had roles in institutional sales and FoHF structuring in Seoul, South Korea, as a Product Manager at ICICI Wealth Management, and an Investment Advisor at RBC Dominion Securities.  He graduated from Simon Fraser University with a BBA (Finance).

Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP.  A significant part of Jason's practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing advice to Canadian and non-resident managers with respect to registration and compliance obligations, and assists clients with regulatory reviews and audits.

Tim Friederich Santiago Carrillo Dina Kamal
DirectorGlobal Business Management, US Allianz Global Investor CEO, Quantitative Risk Research S.L. Risk AI Leader, Deloitte

Tim Friederich is a director in the Global Distribution Management team at Allianz Global Investors, which he joined in 2009. Based in the US, he is responsible for shaping AllianzGI’s global distribution strategy and its implementation in North America. In his previous role, he built up AllianzGI’s advisory and solutions services in the US, working with local business units to develop investment solutions tailored to clients’ individual investment needs. Prior to that, Tim worked with risklab, the provider of investment and risk-advisory services for AllianzGI, to develop risk-management and DC strategies. He also served as an investment advisor for client mandates. Tim has an M.S. in finance and information management from the Technical University of Munich and the University of Augsburg. He is a CFA charterholder.

Dr. Santiago Carrillo Menéndez has been the CEO of Quantitative Risk Research, S.L. (QRR) since June 2006. Santiago has been a professor in the Math Department of the Universidad Autónoma de Madrid (UAM), a position he has held since October 1st 1976. He is Board Member and Chairman of the Risk Committee of BME Clearing (CCP), since September 2013. Santiago received his PhD in Mathematics from the Université Pierre et Marie Curie (Paris), and his 2nd PhD in Science from the Universidad Complutense de Madrid. In 1990 he became Director of the Department of Mathematics at UAM and held this position for 3 years. He then became the Dean of the Science Faculty at UAM (two mandates) for the next 6 years. Since 1998, Santiago has been the Director of RiskLab-Madrid at UAM. He is an instructor with the MMF Program and has authored many prestigious articles and papers.

Dina Kamal is the Risk AI leader in Omnia, Deloitte’s Artificial intelligence practice, this includes Financial Crime, Cyber AI, and regulatory AI solutions.   Dina also leads Deloitte’ cyber threat intelligence service globally. Dina has almost 20 years of experiencecovering various aspects of risk related to technology, cyber security, financial crime and enterprise risk management.  While Dina focuses mainly on the banking sector in Canada and globally, Dina has served clients in the public sector and energy industries.

Matthew Rappard Carol Wilson Andreas Park
Co-Founder & Chief Technology Officer, Three Lefts Enterprise Project Delivery Excellence, TD Associate Professor of Finance at the University of Toronto

Bio: Matthew Rappard is the Co-Founder & Chief Technology Officer at Three Lefts. A graduate of Ryerson University, he started his career in television production while working at major networks such as CBC and Corus but always felt himself being pulled into the field of interactive. He switched into the development and production of interactive content for YTV, W Network, CBC Television, and BlackBerry through Loopmedia. He used his skills in this emerging field as a Special Effects Director and to lead the Interactive Development at Loopmedia in Toronto before founding Three Lefts with Romeo Ware in 2015, where he is the lead developer and technical strategist of Three Lefts platforms

My journey with TD began 20 years ago and over that time frame, I have held a variety of increasingly senior roles across Group Risk Management, TD Securities Operations & Technology, TD Securities Office of the Chief Operating Officer and the Enterprise Project Delivery Excellence (EPDE) Group. I have deep subject matter expertise in Capital Markets Risk Management, with experience in pricing trading instruments and implementing market and credit risk models. I led critical programs to design innovative market and counterparty credit risk platforms in alignment with strict regulatory deadlines. During my time in TD Securities, I also led the Global Business Services Transformation Program and ran the TDS Project Management Office, providing project management services across all Business and Technology units in TD Securities. In my current role as VP, EPDE, I am responsible for Program Delivery, Strategy and Business Management. I am accountable for a team of 20 Program Delivery Executives and 150+ practitioners who lead 30+ Tier 1 / Tier 2 Business Transformations, pan-Enterprise and Corporate Segment Programs.  A graduate of the University of Toronto, I hold a Master's degree in Mathematical Finance and an Honours Bachelor of Science, with majors in Physics and Economics and minors in Mathematics and Statistics.  I am an advocate for diversity and Women in leadership, I am a mentor for many colleagues across TD and an active member of the Corporate Office Chapter for Women in Leadership (WIL).

Andreas Park is an Associate Professor of Finance at the University of Toronto, appointed to the Rotman School of Management, the Institute for Management and Innovation, and the Department of Management at UTM, where he is the department’s associate chair. He currently serves as the Research Director at Rotman’s Financial Innovation Hub in Advanced Analytics, he is the co-founder of UTLedgerHub, and a lab economist for blockchain at Rotman’s CDL. He holds a PhD in Economics from the Cambridge University. Andreas teaches courses on FinTech and financial market trading trading, and his current research focuses on the economic impact of technological transformations such as blockchain technology. His work has been published in top journals in economics and finance including Econometrica, the Journal of Finance, the Journal of Financial Economics, and the Journal of Financial and Quantitative Analysis

Jonathan Mostovoy David Saunders Hmberto Mayorga Spinola
Managing Director for Research & Partnerships, Risklab Associate Professor Statistics & Actuarial Sciences, University of Waterloo

Jonathan is the Managing Director for Research & Partnerships atRiskLab Toronto, and a Ph.D. Candidate for Mathematics at the University of Toronto. While his personal research interests now focus on pure mathematics, Jonathan comes from an academic background in applied mathematics, economics, statistics, and finance. Jonathan’s professional experience includes working on Capula Investment Management’s trading floor at their headquarters in London, UK – the largest relative value hedge fund in the world

While a graduate student at the University of Toronto, David was an associate member of the Quantitative Research group at Algorithmics Inc., a leading provider of software for financial risk management. He worked on numerous projects including mutual fund ratings, applications of optimization duality to pricing derivative securities, stochastic programming for risk management, and the development of software for a general system for solving financial stochastic optimization problems (a joint project with the University of Cambridge).

 

After graduation, Professor Saunders was CLR Chair in Corporate Finance and deputy director of RiskLab Cyprus (a financial risk management research laboratory) at the Cyprus International Institute of Management, as well as a research fellow at the HERMES European Center of Excellence on Computational Finance and Economics at the University of Cyprus. He then joined the faculty of the Department of Mathematics at the University of Pittsburgh, where he served as director of the department’s Professional Science Masters Program in Mathematical Finance, and supervised numerous collaborative projects between students and financial institutions including RiskMetrics (default boundaries and inverse problems in credit risk), Toronto Dominion Bank (calibration of credit risk models, optimal capital allocation, fast pricing of Bermudan swaptions), PNC Bank (default correlation and CDO pricing, statistical methods for operational risk), and Mellon Bank (mathematical models for operational risk).

 

Professor Saunders has served as a consultant for many financial institutions including the Bank of Nova Scotia (efficient computation of value at risk for Bermudan swaption portfolios), the Ontario Teachers’ Pension Plan (interest rate risk management), the Cyprus Development Bank (credit portfolio management, equity risk management), and the Central Bank of Cyprus (market risk management). He is also a Senior Research Consultant at S&P Capital IQ.

 

Professor Saunders is the author of many articles on the subjects of risk management, portfolio optimization and derivatives pricing.

More Speakers Will be Added Soon

Master of Mathematical Finance Program
MMF Symposium Marlene Puffer, President & CEO, CN Investment Division
"Without Diversity, There Is No Innovation" Blue Mountain Resort // Jan 10th - Jan 13th 2019
Sheldon Inwentash Barbara Stewart
Chairman and CEO ThreeD Capital CFA, Researcher and Author
Charles Shier Co-founder, Chairman, Novera
Jacob Unger Co-founder, CEO, Novera
Tim Zhang Senior Manager of Due Diligence & Advisory Group Ontario Teacher's Pension Plan
Julie Cays Chief Investment Officer at the Colleges Applied Arts and Technology (CAAT) Pension Plan
Jorge Bolivar President, Funcación I&C Inversión y Cooperación, Founding Partner, ETS Asset Management Factory
Claudio Grossi CFO, Novera
Marek Laskowski Senior Blockchain Research Fellow, Novera
Henry Kim CTO, Novera
Pawel Polak Professor Statistics Department, Columbia University & Head of Machine Learning AAAccell Ltd.
Danilo Simonelli Managin Director, Alternative Investments, Ontario Teacher's Pension Plan
Jose Herrera Lead Blockchain Developer, Novera
Beatriz Rumbos Dean of Actuarial Science, Mathematics and Statistics, ITAM
Diego Blazquez Head of Legal and Compliance en ETS Asset Management Factory
Richard Luu CFA, Zobel Values AG
Alik Solokov Lead Data Scientist, Deloitte
Marco Guerreiro
Hashiam Kadhim Lead Machine Learning Engineer, Dessa
Chief Research Officer at SwissBorg
Olav Noack Zobel Values AG
Allison Atkins Director, IT & Cyber Risk, Scotiabank
Rafael Garcia Co-founder CEO, SERFIEX S.A.
Stephan Zeisberg Investment Manager Hedge Funds & Commodities Bayerische Versorgungskammer
Benjamin Bernal Director IT & Cyber Risk Regulatory Compliance, Scotiabank
Mark Tower Director of North American Business Development, Lyxor Asset Management Inc.
Bernhard Kaufmann Group Chief Risk Officer, Munich RE
Han Wang
Chief Macro Analyst, China Industrial Security
Yidong Zhang Chief Macro Strategist, China Industrial Security
James Burron Jason Chertin
President, Canadian Association of Alternative Strategies & Asssets (CAASA)
Co-Chair, Investment Funds and Asset Management, MCMIllan LLP
Carol Wilson
Dina Kamal Risk AI Leader, Deloitte
Tim Friederich DirectorGlobal Business Management, US Allianz Global Investor
Enterprise Project Delivery Excellence, TD
Santiago Carrillo
Matthew Rappard Co-Founder & Chief Technology Officer, Three Lefts
CEO, Quantitative Risk Research S.L.
Jonathan Mostovoy Managing Director for Research & Partnerships, Risklab
Hmberto Mayorga Spinola
Andreas Park Associate Professor of Finance at the University of Toronto
David Saunders Associate Professor Statistics & Actuarial Sciences, University of Waterloo