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CIBC Mellon Industry Perspectives

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 institutional investors active in the Canadian market.
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The Quebec Market and the War for Talent
In this episode of CIBC Mellon Perspectives, Michael Graham, Executive Director, Quebec Relationship Management, CIBC Mellon, shares clips and hosts a discussion featuring three leaders from the Quebec market.  These experts explore what makes Quebec a key growth market, an innovation centre and a key battleground as the war for talent heats up across financial services and technology firms.   Featuring:  Eric Nguyen, Head of Data and Analytics, Trans-Capital Canada  Steve Gauthier, Vice President, Corporate Development - International Investment Strategies and Partnerships, Finance Montreal   Amr Addas, Adjunct Professor and Director, John Molson School of Business, Concordia University.  This episode also features brief clips from CIBC Mellon's CEO Steve Wolff. 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. ©2022 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.
21:08
May 10, 2022
Integration of ESG into Investment Strategies for Asset Owners
CIBC Mellon relationship management leaders Darlene Claes-McKinnon and Mathieu Pacheco host a wide-ranging discussion of the evolving perspectives for asset owners in Canada looking to integrate ESG into their investment processes.  Featured expert speakers include Marc Gauthier, University Treasurer and Chief Investment Officer, Concordia University; Mark Sevestre, General Manager of the Mississaugas of the Credit First Nation Community Trust and Founding Member, National Aboriginal Trust Officers Association, and Cynthia Shaw-Pereira, Vice President and Lead Consultant, Client Solutions & Business Development, BNY Mellon Global Risk Solutions. 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. ©2022 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.
27:46
April 26, 2022
Part 2 - Indigenous Institutional Investors in Canada - Toward Economic Reconciliation
In the second episode of CIBC Mellon's podcast series around engagement with Indigenous institutional investors, markets and perspectives, Trish Roberts and Neelin Parmar of CIBC Mellon discuss investment operational trends among indigenous institutional investors as well as explore further expert insights from Jaimie Lickers, Vice President, Indigenous Markets, CIBC; Mark Sevestre, General Manager of the Mississaugas of the Credit First Nation and Founding Member of the National Aboriginal Trust Officers Association; and Andrew Hoffman, Vice President and Portfolio Manager at Leith Wheeler Investment Counsel. This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and 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. ©2022 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.
33:13
April 12, 2022
The Power of Expertise, Scale and Focus (Previously Released in 2021)
Across industries and segments, including for-profit, government and non-profit sectors, organizations are looking to better respond to changing needs, compete effectively, overcome rising challenges and maximize value to stakeholders. In this episode, we hear how three different organizations are achieving powerful results by leveraging a specialized, expert provider. We also discuss the benefits of outsourcing, including freeing up capacity, gaining efficiency with scale and enabling new capabilities. 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. ©2022 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.
16:54
April 07, 2022
Part 1 - Indigenous Institutional Investors in Canada: Advancement, Education and Opportunity
Trish Roberts and Lavina Yip of CIBC Mellon review and discuss commentary from Jaimie Lickers (CIBC), Mark Sevestre (Six Nations of the Grand River and National Aboriginal Trust Officers Association) and Andrew Hoffman (Leith Wheeler Investment Counsel). This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and 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. ©2022 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.
27:44
March 29, 2022
A Look into Canada’s Market Infrastructure: Payments Modernization and Lynx - featuring Lloyd Sebastian and Richard Anton
Canada’s financial sector features robust and mature markets, stability and transparency, proven infrastructure, efficient settlement mechanisms and a well evolved regulatory framework – along with a focused on controlled innovation.  The payments landscape is evolving in Canada with new technologies, response to consumer demands on both the institutional and retail front, and the relentless pressures of competition, innovation, efficiency and regulatory evolution in response to market change.  This podcast features CIBC Mellon’s COO, Richard Anton, and VP of Global Financial Institutions, Lloyd Sebastian in conversation about innovative developments in Canada’s payments infrastructure.   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. ©2022 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.
14:57
March 21, 2022
China's Capital Markets and Bond Market Update
In this episode of CIBC Mellon Industry Perspectives, Mary Ann Mackenzie, Vice President, Relationship Management, CIBC Mellon introduces clips from Suneet Soares, Assistant Vice President, Custody Services & Investment Manager Relations, CIBC Mellon and Geoffrey Yu, Senior EMEA Market Strategist, BNY Mellon Markets on the current view of China’s capital markets. They discuss China’s growing economic strength, rapidly developing financial markets and integration with global market standards which continue to draw worldwide appeal to its capital markets. 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. ©2022 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.
25:19
March 01, 2022
Future Ways of Work Episode 3 - "What do employees want?"
CIBC Mellon's exploration of the Future of Work continues.  In this third episode, Mary Ann Mackenzie and Richard Anton share employee perspectives and leadership examples from within our own team, and leave listeners with some key questions worth asking. This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, 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. ©2022 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.
26:49
February 15, 2022
Future Ways of Work Episode 2 - "What do investors want?"
In Episode 2 of CIBC Mellon's "Future Ways of Work" podcast series, Mary Ann Mackenzie and Richard Anton continue their conversation about the Future of Work, sharing examples and insights from CIBC Mellon's base of Canadian institutional investors as well as insights from the CIBC Human Capital Index which aims to link employee goodwill to fundamental equity performance. This presentation 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. ©2022 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.
24:03
February 01, 2022
Future Ways of Work Episode 1 - "Say Thank You"
CIBC Mellon senior leaders Mary Ann Mackenzie and Richard Anton launch into a deep exploration of questions that have captured the attention of institutional investors and employees in Canada and around the world: the Future of Work.  In the first episode of the series, the team tackles three deceptively simple questions, "where do we work?", "when do we work?" and "how do we work?".  The team also highlights how many of the things that have always been important - like saying "thank you" - have become even more important in the sustained remote work environment. 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. ©2022 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.
19:36
January 25, 2022
Canadian ETF Industry Trends
CIBC Mellon is pleased to congratulate the Canadian ETF Association (CETFA) on its 10th anniversary of championing Canada’s ETF industry!  CIBC Mellon’s Ron Landry, Head of Product and Canadian ETF Services, was pleased to host a recent discussion with Michael Cooke, Senior Vice President, Head of Exchange Traded Funds at Mackenzie Investments and Chair of CETFA, and Pat Dunwoody, Executive Director, CETFA.  The three industry leaders reviewed the state of the Canadian ETF industry, including trends, opportunities and their outlook for 2022. 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. ©2021 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.
17:36
December 14, 2021
Canadian Investment Alternatives Update featuring CAASA
Adrian Ercolani recaps a recent discussion between Ron Landry, Head of Product and Canadian ETF Services, CIBC Mellon and James Burron, Co-Founder and President of the Canadian Association for Alternative Strategies and Assets (CAASA) for CIBC Mellon's Industry Perspectives Podcast. This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may 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. ©2021 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.
13:47
November 18, 2021
Commercial Real Estate Investment Trends
In this episode of CIBC Mellon's Industry Perspectives podcast, Laura Morgan, Service Director, hosts Alistair Almeida, Segment Lead, Asset Owners for a review of his discussion with Neal Armstrong, Head of US Real Estate Services for BNY Mellon.  The discussion explores current and future trends in the commercial real estate market in North America and around the globe, including rising allocations and trends in real estate sub-classes. 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. ©2021 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.
18:59
September 10, 2021
Pension Industry Trends - ACPM Webinar Highlights: Alistair Almeida + Derek Dobson, CEO, CAAT Pension Plan
CIBC Mellon's Alistair Almeida joined Derek Dobson, CEO of CAAT Pension Plan at a webinar hosted by the Association of Canadian Pension Management.   In this podcast, CIBC Mellon relationship executive Chris Finlay joins Alistair to review highlights from their discussion. This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be 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. ©2021 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.
19:57
July 31, 2021
Pension Industry Trends - ACPM Webinar Highlights: Alistair Almeida + Asif Haque, CIO of CAAT Pension Plan
CIBC Mellon's Alistair Almeida joined Asif Haque, CIO of CAAT Pension Plan at a webinar hosted by the Association of Canadian Pension Management.   In this podcast, CIBC Mellon relationship executive Chris Finlay joins Alistair to review highlights of the discussion. This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered 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. ©2021 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.
13:45
July 31, 2021
Private Markets: Trends and Themes in the Current Environment
Canadian institutional investors remain at the forefront of the shift toward alternatives as they continue to steadily increase their allocation to private markets, such as private equity, private credit and real estate, in an effort to find new ways to diversify their portfolios, increase alpha and reduce risk. This trend of increased private market allocations has continued through the current pandemic. This episode focuses on the challenges and opportunities and what lies ahead in this space. 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. ©2021 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.
22:10
June 01, 2021
Navigating Global Markets and Documentation Requirements
Institutional investors and their managers often seek to invest across global markets by opening new markets in an effort to diversify their portfolios and achieve their goals, though the process can be complicated with differences in process, regulation, and language. This podcast episode will provide insights and dive into some of the specific challenges in navigating complex and evolving global markets and the impact of COVID-19 on documentation requirements, as well as how industry peers have approached these challenges successfully. 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. ©2021 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.
22:19
May 14, 2021
ESG in Focus: Incorporating Non-Financial Factors into Investment Processes
ESG integration can be seen as an increasingly important lens to look through as climate-change brings a movement of transformation to the investment industry. Impact investing is redefining the role of capital, and asset owners and investment managers alike have brought into sharper focus the challenges and benefits of consistent readily available data. In this episode, we discuss current and future Canadian ESG trends, how the pandemic has accelerated the focus on ESG and non-financial values-driven impacts to consider. 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. ©2021 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.
21:56
April 21, 2021
Stability, Resilience and Innovation – Canada in Focus
Canada’s financial sector is characterized by robust and mature markets, marked by stability and transparency, proven infrastructure and efficient settlement mechanisms and an effective regulatory environment. This episode makes a strong case for Canada for global financial institutions and investors that wish to capitalize. The discussion featuring CIBC Mellon’s COO, Richard Anton, and VP of Global Financial Institutions, Lloyd Sebastian, led by CIBC Mellon’s Adrian Baldeo, Director, Global Financial Institutions, focuses on industry trends and Canada’s many advantages, including technological advancements, Canada’s leading sophisticated pension plans, and the market’s resiliency through the ongoing pandemic. 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. ©2021 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.
21:37
April 14, 2021
The Growth of Responsible Investment in Canada
As institutional investors execute on their business strategies, many market participants are considering incorporating environmental, social and governance factors into traditional financial analysis. This episode discusses the main drivers and themes for responsible investing in Canada, and the conversation also dives into the latest survey findings from the Responsible Investment Association, including a look at the top ESG considerations among Canadian institutional investors. 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. ©2021 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.
36:34
March 05, 2021
The Power of Expertise, Scale and Focus
Across industries and segments, including for-profit, government and non-profit sectors, organizations are looking to better respond to changing needs, compete effectively, overcome rising challenges and maximize value to stakeholders. In this episode, we hear how three different organizations are achieving powerful results by leveraging a specialized, expert provider. We also discuss the benefits of outsourcing, including freeing up capacity, gaining efficiency with scale and enabling new capabilities. 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. ©2021 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.
16:23
February 17, 2021
CIBC Asset Management's Long-Term Outlook for the U.S. Dollar
The U.S. dollar has been widely recognized for decades by investors, major financial institutions and central banks as the world’s dominant reserve currency. This episode discusses a future perspective and the relevance of the U.S. dollar, offering CIBC Asset Management’s long-term outlook on the U.S. dollar with considerations, such as whether it will remain a dominant currency or one of many. The discussion also explores other currencies that could potentially rival the U.S. dollar. 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. ©2021 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.
30:59
February 01, 2021
Canadian Tax Updates for Global Institutional Investors
Taking into account this year’s Sibos virtual event, organized by SWIFT for the global financial industry, this episode focuses on tax with respect to the Canadian market. We provide updates on the latest Canadian tax developments for foreign institutional investors into Canada and we also discuss insights into the non-resident tax reclaim process from an operational perspective. This presentation 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. ©2020 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.
12:14
September 29, 2020
Canadian Performance and Asset Allocation Trends Through the Pandemic
Canadian plan sponsors have seen public markets rebound in Q2, following depressed valuations and increased volatility at the onset of the Covid-19 pandemic during the first quarter of the year, though ongoing uncertainty remains as the economy reopens after lockdown. This episode explores key economic factors at play, the latest median returns of the BNY Mellon Canadian Master Trust Universe and asset owner client trends during the “new abnormal.” 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. ©2020 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.
19:00
August 25, 2020
Evolving ESG Considerations and Expectations
Investing through an environmental, social and governance (ESG) lens continues to gather momentum in the Canadian market and globally for many compelling reasons. This episode looks at developments that market participants and stakeholders are seeing in the way markets assess, measure and respond to non-financial factors, ranging from governance concerns to public health and climate change. We also discuss ESG regulations and how the global pandemic is impacting institutional investors’ views of ESG. 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. ©2020 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.
27:44
August 12, 2020
Data-Driven Investment Operations
Institutional investors continue to navigate accelerating technological innovation, a proliferation of data sources, and rapidly evolving demands from a multitude of stakeholders – these trends have been further strengthened by the rapid shift to remote work across the globe. Data remains the lifeblood of the investment process, with access to timely, relevant and actionable data critical to investors and investment operations leaders as they navigate global volatility, uncertainty and new opportunities. 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. ©2020 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.
23:03
August 01, 2020
Considerations for Planning a Return to the Office
This podcast offers an outlook and key questions to consider as we look beyond the current state of sustained remote work during the Covid-19 pandemic and turn our attention to returning to the office. The discussion focuses on planning and preparing in consideration of business continuity and HR with the goal of supporting employees, reducing risk and keeping everyone safe. 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. ©2020 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.
22:23
June 19, 2020
CIBC Asset Management and CIBC Mellon: Impacts of Significant Volatility to the Bond Market and Fund Operations
This episode, featuring CIBC Asset Management and CIBC Mellon, focuses on the effects of the recent financial downturn for institutional investors active in the Canadian corporate bond market, as well operational impacts from a fund-servicing perspective. We take a look back to March 2020, when Canada’s financial markets experienced increased volatility and trade volumes, as well as unprecedented levels of illiquidity in fixed income markets. 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. ©2020 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.
21:21
June 03, 2020
Revised Changes to CRS and FATCA: Canadian Considerations
On April 20, 2020, the Canada Revenue Agency released its revised guidance on the Common Reporting Standard and the Foreign Account Tax Compliance Act. The revised guidance has the potential to impact CIBC Mellon clients' and/or Canadian institutional investors’ operations, reporting and tax compliance programs. 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. ©2020 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
43:42
May 19, 2020