CIBC Mellon Industry Perspectives

CIBC Mellon Industry Perspectives

By CIBC MellonNewsBusiness News
Download on the App Store

CIBC Mellon Industry Perspectives episodes

  • 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 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.

    25 min
  • 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 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.


    12 min
  • 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, 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.

    27 min
  • 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 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.

    40 min
  • 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, 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.

    17 min
  • 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. 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.



    22 min
  • 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 outlook for the Canadian financial services industry.

    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.

    6 min
  • Episode 52 - Getting Ready for the T+1 Settlement Cycle - How can managers best prepare for the 2024 deadline?

    At the Toronto Summit for Asset Managers (TSAM), CIBC Mellon’s Lou Lesnika sat down with a panel of experts and discussed how asset managers are preparing to shorten the settlement cycle from T+2 to T+1. TSAM is a forum for leading asset managers and investment professionals from across the UK, Europe and North America. Their focus is on shaping the future of the buy-side community.

    The panel was moderated by Mark Breakspear, Vice President, Capital Markets and Chief Compliance Officer of Peakhill Capital, and along with Lou featured Olivia Lau, Investment Operations Leader, Megan Miceli, Vice President, Asset Management Technology Solutions, Linedata Canada, and Todd Sikorski, President & Chief Compliance Officer, K2 & Associates Investment Management.

    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.


    36 min
  • 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 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.

     

    ©2023 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.

    42 min
  • 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 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.

    ©2023 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.


    6 min

About CIBC Mellon Industry Perspectives

From the publisher's feed

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…