CIBC Mellon Industry Perspectives

By CIBC Mellon

CIBC Mellon Industry Perspectives is a podcast series that brings you developments in the Canadian securities industry, and potential investment servicing impacts facing CIBC Mellon clients and instit... more

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FAQs about CIBC Mellon Industry Perspectives:

How many episodes does CIBC Mellon Industry Perspectives have?

The podcast currently has 65 episodes available.

CIBC Mellon Industry Perspectives episodes:

January 07, 2025ROI 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 discussion also explores the significant opportunities AI offers organizations, the importance of preparing data and people for its adoption, the critical need for senior leadership engagement and support in advancing AI initiatives and more.
Participants:
Dr. Brian Charles, Head of Silver Lead Technology Advisors & director of MIT's executive AI and business strategy course via 2U/edX

Philip Mortimer, Chief Technology Officer, Accelex

Brian Buzzelli, Head of Data Practice, Meradia

Mike Plantinga, Vice President, Enterprise Security, CIBC Mellon

Hosted by Brent Merriman, Vice President, Marketing and Strategic Insights, CIBC Mellon
Stay tuned for part 2.
This presentation contains the presenter’s
personal views and not those of CIBC Mellon or any other person. It may be
considered advertising, and provides general information only and neither the presenter
nor CIBC Mellon nor any other person are, by means of this presentation,
rendering accounting, business, financial, investment, legal, tax, or other
professional advice or services. This presentation is intended for
general informational purposes only. It may not be regarded as comprehensive
nor as a substitute for professional advice. Before taking any particular
course of action, contact your professional advisor to discuss these matters in
the context of your particular circumstances. Neither the presenter nor
CIBC Mellon accept responsibility for any loss or damage occasioned by your
reliance on information contained in this presentation.

©2025 CIBC Mellon. CIBC Mellon is a
licensed user of the CIBC trade-mark and certain BNY trade-marks, and is the
corporate brand of CIBC Mellon Trust Company. None of CIBC Mellon Trust
Company, CIBC, The Bank of New York Mellon Corporation and their affiliates
make any representations or warranties as to its accuracy, currency or
completeness, makes any commitment to update any information. No part of
the presentation is an offer or solicitation in respect of any particular
strategy and may not be construed as such. Services referred to may not
be offered in all jurisdictions nor by all companies.
CIBC Mellon does not provide investment or
asset management services. This presentation, either in whole or in part, must
not be reproduced nor referred to without the express written permission of
CIBC Mellon. Trademarks, service marks and logos belong to their respective
owners.
...more
41min
December 10, 2024 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 conversation brings to light the external forces shaping ESG practices today and discusses how asset owners are navigating these dynamics to deliver impactful, ethical outcomes.
Featuring, Marc Gauthier, University Treasurer and Chief Investment Officer, Concordia University; Tyler Mordy, Chief Executive Officer, Forstrong Global; and Cynthia Shaw-Pereira, Vice President, Head of Asset Owner Segment, CIBC Mellon. Moderated by Mat Pacheco, Client Executive, CIBC Mellon.

This presentation contains the presenter’s
personal views and not those of CIBC Mellon or any other person. It may be
considered advertising, and provides general information only and neither the
presenter nor CIBC Mellon nor any other person are, by means of this
presentation, rendering accounting, business, financial, investment, legal,
tax, or other professional advice or services. This presentation is
intended for general informational purposes only. It may not be regarded as
comprehensive nor as a substitute for professional advice. Before taking
any particular course of action, contact your professional advisor to discuss
these matters in the context of your particular circumstances. Neither
the presenter nor CIBC Mellon accept responsibility for any loss or damage
occasioned by your reliance on information contained in this presentation.

©2024 CIBC Mellon. CIBC Mellon is a licensed
user of the CIBC trade-mark and certain BNY trade-marks, is the corporate brand
of CIBC Mellon Trust Company and CIBC Mellon Global Securities Services Company
and may be used as a generic term to reference either or both companies.
None of CIBC Mellon Global Securities Services Company, CIBC Mellon Trust
Company, CIBC, The Bank of New York Mellon Corporation and their affiliates
make any representations or warranties as to its accuracy, currency or
completeness, makes any commitment to update any information. No part of
the presentation is an offer or solicitation in respect of any particular
strategy and may not be construed as such. Services referred to may not
be offered in all jurisdictions nor by all companies.

CIBC Mellon does not provide investment or
asset management services. This presentation, either in whole or in part, must
not be reproduced nor referred to without the express written permission of
CIBC Mellon. Trademarks, service marks and logos belong to their respective
owners.
...more
30min
November 27, 2024 The Evolution of ESG - feat. 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. Key
insights include the transformation in ESG reporting, the rise of transparency,
and the increasing role of mandatory reporting. Listen in for a discussion that
highlights the importance of moving “beyond ESG” toward meaningful, actionable
progress.

Featuring, Marc Gauthier,
University Treasurer and Chief Investment Officer, Concordia University; Tyler
Mordy, Chief Executive Officer, Forstrong Global; and Cynthia Shaw-Pereira,
Vice President, Head of Asset Owner Segment, CIBC Mellon. Moderated by Mat
Pacheco, Client Executive, CIBC Mellon.

This presentation contains the presenter’s
personal views and not those of CIBC Mellon or any other person. It may be
considered advertising, and provides general information only and neither the
presenter nor CIBC Mellon nor any other person are, by means of this
presentation, rendering accounting, business, financial, investment, legal,
tax, or other professional advice or services. This presentation is
intended for general informational purposes only. It may not be regarded as
comprehensive nor as a substitute for professional advice. Before taking
any particular course of action, contact your professional advisor to discuss
these matters in the context of your particular circumstances. Neither
the presenter nor CIBC Mellon accept responsibility for any loss or damage
occasioned by your reliance on information contained in this presentation.

©2024 CIBC Mellon. CIBC Mellon is a licensed
user of the CIBC trade-mark and certain BNY trade-marks, is the corporate brand
of CIBC Mellon Trust Company and CIBC Mellon Global Securities Services Company
and may be used as a generic term to reference either or both companies.
None of CIBC Mellon Global Securities Services Company, CIBC Mellon Trust
Company, CIBC, The Bank of New York Mellon Corporation and their affiliates
make any representations or warranties as to its accuracy, currency or
completeness, makes any commitment to update any information. No part of
the presentation is an offer or solicitation in respect of any particular
strategy and may not be construed as such. Services referred to may not
be offered in all jurisdictions nor by all companies.

CIBC Mellon does not provide investment or
asset management services. This presentation, either in whole or in part, must
not be reproduced nor referred to without the express written permission of
CIBC Mellon. Trademarks, service marks and logos belong to their respective
owners.

...more
38min
September 24, 2024 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 place to build a business.

In
this episode of CIBC Mellon Industry Perspectives, Brian Lee, Chief Financial
Officer, CIBC Mellon and Stephen Lund, CEO, Toronto Global discussed Toronto’s
growing pipeline of specialized talent and it’s emergence as one of the most
vibrant fintech hubs. Moderated by Timothy Pinnell, Relationship Executive,
Global Financial Institutions, CIBC Mellon.

This presentation contains the presenter’s
personal views and not those of CIBC Mellon or any other person. It may be
considered advertising, and provides general information only and neither the
presenter nor CIBC Mellon nor any other person are, by means of this
presentation, rendering accounting, business, financial, investment, legal,
tax, or other professional advice or services. This presentation is
intended for general informational purposes only. It may not be regarded as
comprehensive nor as a substitute for professional advice. Before taking
any particular course of action, contact your professional advisor to discuss
these matters in the context of your particular circumstances. Neither
the presenter nor CIBC Mellon accept responsibility for any loss or damage
occasioned by your reliance on information contained in this presentation.

©2024 CIBC Mellon. CIBC Mellon is a licensed
user of the CIBC trade-mark and certain BNY trade-marks, is the corporate brand
of CIBC Mellon Trust Company and CIBC Mellon Global Securities Services Company
and may be used as a generic term to reference either or both companies.
None of CIBC Mellon Global Securities Services Company, CIBC Mellon Trust
Company, CIBC, The Bank of New York Mellon Corporation and their affiliates
make any representations or warranties as to its accuracy, currency or
completeness, makes any commitment to update any information. No part of
the presentation is an offer or solicitation in respect of any particular
strategy and may not be construed as such. Services referred to may not
be offered in all jurisdictions nor by all companies.

CIBC Mellon does not provide investment or
asset management services. This presentation, either in whole or in part, must
not be reproduced nor referred to without the express written permission of
CIBC Mellon. Trademarks, service marks and logos belong to their respective
owners.
...more
27min
September 03, 2024 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 program here at CIBC Mellon.
Featuring: Lavina Yip, Employee Experience Ambassador, CIBC Mellon, and summer students Aliya Lynden and Lauren Chung.

This presentation contains the presenter’s
personal views and not those of CIBC Mellon or any other person. It may be
considered advertising, and provides general information only and neither the
presenter nor CIBC Mellon nor any other person are, by means of this
presentation, rendering accounting, business, financial, investment, legal,
tax, or other professional advice or services. This presentation is
intended for general informational purposes only. It may not be regarded as
comprehensive nor as a substitute for professional advice. Before taking
any particular course of action, contact your professional advisor to discuss
these matters in the context of your particular circumstances. Neither
the presenter nor CIBC Mellon accept responsibility for any loss or damage
occasioned by your reliance on information contained in this presentation.

©2024 CIBC Mellon. CIBC Mellon is a licensed
user of the CIBC trade-mark and certain BNY trade-marks, is the corporate brand
of CIBC Mellon Trust Company and CIBC Mellon Global Securities Services Company
and may be used as a generic term to reference either or both companies.
None of CIBC Mellon Global Securities Services Company, CIBC Mellon Trust
Company, CIBC, The Bank of New York Mellon Corporation and their affiliates
make any representations or warranties as to its accuracy, currency or
completeness, makes any commitment to update any information. No part of
the presentation is an offer or solicitation in respect of any particular
strategy and may not be construed as such. Services referred to may not
be offered in all jurisdictions nor by all companies.

CIBC Mellon does not provide investment or
asset management services. This presentation, either in whole or in part, must
not be reproduced nor referred to without the express written permission of
CIBC Mellon. Trademarks, service marks and logos belong to their respective
owners.
...more
25min
August 20, 2024 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 innovation and robust governance positions Canada as a leader in the ongoing digital transformation of the financial industry. As institutions increasingly adopt digital assets and embrace broader digitization, CIBC Mellon remains at the forefront, committed to supporting clients as they navigate the financial markets of the future.

This presentation contains the presenter’s
personal views and not those of CIBC Mellon or any other person. It may be
considered advertising, and provides general information only and neither the
presenter nor CIBC Mellon nor any other person are, by means of this
presentation, rendering accounting, business, financial, investment, legal,
tax, or other professional advice or services. This presentation is
intended for general informational purposes only. It may not be regarded as
comprehensive nor as a substitute for professional advice. Before taking
any particular course of action, contact your professional advisor to discuss
these matters in the context of your particular circumstances. Neither
the presenter nor CIBC Mellon accept responsibility for any loss or damage
occasioned by your reliance on information contained in this presentation.

©2024 CIBC Mellon. CIBC Mellon is a licensed
user of the CIBC trade-mark and certain BNY trade-marks, is the corporate brand
of CIBC Mellon Trust Company and CIBC Mellon Global Securities Services Company
and may be used as a generic term to reference either or both companies.
None of CIBC Mellon Global Securities Services Company, CIBC Mellon Trust
Company, CIBC, The Bank of New York Mellon Corporation and their affiliates
make any representations or warranties as to its accuracy, currency or
completeness, makes any commitment to update any information. No part of
the presentation is an offer or solicitation in respect of any particular
strategy and may not be construed as such. Services referred to may not
be offered in all jurisdictions nor by all companies.

CIBC Mellon does not provide investment or
asset management services. This presentation, either in whole or in part, must
not be reproduced nor referred to without the express written permission of
CIBC Mellon. Trademarks, service marks and logos belong to their respective
owners.

...more
12min
August 08, 2024 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, they address some of the opportunities AI
and machine learning provide for portfolio managers developing investment
decision strategies, and some of the challenges institutional investors face
when adapting to AI and machine learning in the investment process.

This presentation contains the presenter’s
personal views and not those of CIBC Mellon or any other person. It may be
considered advertising, and provides general information only and neither the
presenter nor CIBC Mellon nor any other person are, by means of this
presentation, rendering accounting, business, financial, investment, legal,
tax, or other professional advice or services. This presentation is
intended for general informational purposes only. It may not be regarded as
comprehensive nor as a substitute for professional advice. Before taking
any particular course of action, contact your professional advisor to discuss
these matters in the context of your particular circumstances. Neither
the presenter nor CIBC Mellon accept responsibility for any loss or damage
occasioned by your reliance on information contained in this presentation.

©2024 CIBC Mellon. CIBC Mellon is a licensed
user of the CIBC trade-mark and certain BNY trade-marks, is the
corporate brand of CIBC Mellon Trust Company and CIBC Mellon Global Securities
Services Company and may be used as a generic term to reference either or both
companies. None of CIBC Mellon Global Securities Services Company, CIBC
Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their
affiliates make any representations or warranties as to its accuracy, currency
or completeness, makes any commitment to update any information. No part
of the presentation is an offer or solicitation in respect of any particular
strategy and may not be construed as such. Services referred to may not
be offered in all jurisdictions nor by all companies.

CIBC Mellon does not provide investment or
asset management services. This presentation, either in whole or in part, must
not be reproduced nor referred to without the express written permission of
CIBC Mellon. Trademarks, service marks and logos belong to their respective
owners.
...more
27min
July 10, 2024 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 consider an Outsourced Chief Investment Officer Model.

This presentation contains the presenter’s
personal views and not those of CIBC Mellon or any other person. It may be
considered advertising, and provides general information only and neither the
presenter nor CIBC Mellon nor any other person are, by means of this
presentation, rendering accounting, business, financial, investment, legal,
tax, or other professional advice or services. This presentation is
intended for general informational purposes only. It may not be regarded as
comprehensive nor as a substitute for professional advice. Before taking
any particular course of action, contact your professional advisor to discuss
these matters in the context of your particular circumstances. Neither
the presenter nor CIBC Mellon accept responsibility for any loss or damage
occasioned by your reliance on information contained in this presentation.

©2024 CIBC Mellon. CIBC Mellon is a licensed
user of the CIBC trade-mark and certain BNY trade-marks, is the corporate brand
of CIBC Mellon Trust Company and CIBC Mellon Global Securities Services Company
and may be used as a generic term to reference either or both companies.
None of CIBC Mellon Global Securities Services Company, CIBC Mellon Trust
Company, CIBC, The Bank of New York Mellon Corporation and their affiliates
make any representations or warranties as to its accuracy, currency or
completeness, makes any commitment to update any information. No part of
the presentation is an offer or solicitation in respect of any particular
strategy and may not be construed as such. Services referred to may not
be offered in all jurisdictions nor by all companies.

CIBC Mellon does not provide investment or
asset management services. This presentation, either in whole or in part, must
not be reproduced nor referred to without the express written permission of
CIBC Mellon. Trademarks, service marks and logos belong to their respective
owners.
...more
40min
May 02, 2024 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, advance and collectively
inspire greater inclusion. The discussion features Karina Sidhu, Chief
Technology & Data Officer, IMCO, Katarina Savic, Chief Information Officer,
AGF, and Omo Akintan, Chief People Officer, University Pension Plan Ontario (UPP).
This presentation contains the presenter’s
personal views and not those of CIBC Mellon or any other person. It may be
considered advertising, and provides general information only and neither the
presenter nor CIBC Mellon nor any other person are, by means of this
presentation, rendering accounting, business, financial, investment, legal,
tax, or other professional advice or services. This presentation is
intended for general informational purposes only. It may not be regarded as
comprehensive nor as a substitute for professional advice. Before taking
any particular course of action, contact your professional advisor to discuss
these matters in the context of your particular circumstances. Neither
the presenter nor CIBC Mellon accept responsibility for any loss or damage
occasioned by your reliance on information contained in this presentation.

©2024 CIBC Mellon. CIBC Mellon is a licensed
user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the
corporate brand of CIBC Mellon Trust Company and CIBC Mellon Global Securities
Services Company and may be used as a generic term to reference either or both
companies. None of CIBC Mellon Global Securities Services Company, CIBC
Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their
affiliates make any representations or warranties as to its accuracy, currency
or completeness, makes any commitment to update any information. No part
of the presentation is an offer or solicitation in respect of any particular
strategy and may not be construed as such. Services referred to may not
be offered in all jurisdictions nor by all companies.

CIBC Mellon does not provide investment or
asset management services. This presentation, either in whole or in part, must
not be reproduced nor referred to without the express written permission of
CIBC Mellon. Trademarks, service marks and logos belong to their respective
owners.
...more
17min
March 19, 2024 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. d1g1t offers a streamlined workflows for reporting, portfolio management, operational efficiencies, and intelligent solutions, covering the entire wealth advisory life cycle.
In this episode, Darcie James Maxwell, Head of Canadian Operations, Data & Analytics Solutions, BNY Mellon and CIBC Mellon interviews Dr. Dan Rosen, Co-Founder & CEO, d1g1t. They discuss trends and challenges with wealth management technology and how d1g1t is enhancing client experiences and creating solutions that support analytics.
This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and provides general information only and neither the presenter nor CIBC Mellon nor any other person are, by means of this presentation, rendering accounting, business, financial, investment, legal,
tax, or other professional advice or services. This presentation is
intended for general informational purposes only. It may not be regarded as comprehensive nor as a substitute for professional advice. Before taking any particular course of action, contact your professional advisor to discuss these matters in the context of your particular circumstances. Neither the presenter nor CIBC Mellon accept responsibility for any loss or damage occasioned by your reliance on information contained in this presentation.
©2024 CIBC Mellon. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate brand of CIBC Mellon Trust Company and CIBC Mellon Global Securities
Services Company and may be used as a generic term to reference either or both companies. None of CIBC Mellon Global Securities Services Company, CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make any representations or warranties as to its accuracy, currency
or completeness, makes any commitment to update any information. No part of the presentation is an offer or solicitation in respect of any particular strategy and may not be construed as such. Services referred to may not be offered in all jurisdictions nor by all companies.
CIBC Mellon does not provide investment or asset management services. This presentation, either in whole or in part, must
not be reproduced nor referred to without the express written permission of CIBC Mellon. Trademarks, service marks and logos belong to their respective owners.

...more
22min

FAQs about CIBC Mellon Industry Perspectives:

How many episodes does CIBC Mellon Industry Perspectives have?

The podcast currently has 65 episodes available.