CIBC Mellon Industry Perspectives

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.

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.

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.

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.

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.

On June 1, CIBC Mellon hosted Governance Day with two virtual due diligence sessions that included updates, trends, and reviews of our governance and controls across the organization. Senior leaders from our operational control, risk management, audit, vendor management, business continuity and information security teams shared relevant information about their business units and discussed timely and key themes. As a follow-up to that event, in this episode, Janice Allen, Executive Director, Relationship Management, speaks with Carolin Broadbridge, Director, Vendor Management and Outsourcing, Kevin Kondo, Assistant Vice President, Business Continuity and Information Security, and Cadien Mayers, Chief Compliance Officer about the continued evolution of vendor management oversight, cybersecurity trends, and regulatory updates in their respective areas of expertise.

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.

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, Vice President, Relationship Management, and Richard Videvik, Assistant Vice President, Relationship Management, present a review of the quarter’s top announcements, summarize key developments, and market momentum, and opine on the future outlook for clients, stakeholders and the Canadian financial services industry.

This quarter, Mary Ann and Richard begin with the Canadian Investment Regulatory Organization’s (CIRO) first set of annual priorities. The regulator states that its strategic priorities reflect its ongoing commitment to investor protection and market integrity, while operating in an efficient, cost-effective, and sustainable manner.

They also discuss the move to SEDAR+, the Canadian Securities Administrators’ web-based technology platform, which launched on July 25, 2023, and they review the Canadian Capital Markets Association’s (CCMA) T+1 Technical Readiness Update.  

The episode closes with a look at the International Sustainability Standards Board’s (ISSB’s) issuance of its sustainability disclosure standards. The standards, IFRS S1 and IFRS S2, are designed to provide a global baseline of sustainability-related disclosures for capital markets.

This presentation contains the presenters' 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 presenters 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 presenters 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.

CIBC Mellon's Straight Talk publication is provided for general information purposes only and CIBC Mellon Global Securities Services Company, CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make no representations or warranties as to its accuracy or completeness, nor do any of them take any responsibility for third parties to which reference may be made. The content of this publication should not be regarded as legal, accounting, investment, financial, tax or other professional advice nor is it intended for such use.

In this episode of CIBC Mellon Industry Perspectives, Darcie James Maxwell, Head of Canadian Operations, Data and Platform Solutions, BNY Mellon and CIBC Mellon joined Caroline Cakebread, Co-CEO and Founder, Canadian Leadership Congress, and Tristan Robinson, Vice President, Finance Platform, Capital Markets, OMERS, to discuss how Canadian pension funds are transforming their organizations to better integrate data into their business processes and decision making.

This episode is moderated by Gord Kosokowsky, Executive Director, Business Development, CIBC Mellon.

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

©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.

In this episode of CIBC Mellon Industry Perspectives, Darlene Claes-McKinnon (Executive Director, Relationship Management, CIBC Mellon), Cynthia Shaw-Pereira (Head of Client Solutions Design, BNY Mellon) and Chad Erwin (Senior Vice President, Asset Owners, Backstop Solutions Group) discuss productivity, time management, and research management practices amongst asset allocators.

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.

Mary Ann Mackenzie, Vice President, Relationship Management at CIBC Mellon and Richard Videvik, Assistant Vice President, Relationship Management at CIBC Mellon, kick off this new quarterly podcast series discussing the top stories from our CIBC Mellon newsletter, Straight Talk, that features updates from regulators across Canada, industry associations and other major financial services stakeholders. In this episode, they review the top stories from Q1 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.

CIBC Mellon's Straight Talk publication is provided for general information purposes only and CIBC Mellon Global Securities Services Company, CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make no representations or warranties as to its accuracy or completeness, nor do any of them take any responsibility for third parties to which reference may be made. The content of this publication should not be regarded as legal, accounting, investment, financial, tax or other professional advice nor is it intended for such use.

Trevy Armstrong, Director, Infrastructure Operations, IT at CIBC Mellon hosts this episode featuring highlights from a recent interview with Darcie James Maxwell, Head of Canadian Operations, Data and Platform Solutions at BNY Mellon and CIBC Mellon, and Jennifer Hughey, Client Relationship Manager at Institutional Connect. Their discussion focuses on how financial service leaders are advocating for diversity equity and inclusion in the workforce, with an emphasis on the work that still needs to be done.

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.

Bill C-228: Considerations and Implications for the Canadian Pension Industry, featuring:

Kelly Bourassa, Partner, Calgary Leader, Restructuring & Insolvency Group, Blake, Cassels & Graydon LLP

Jeffrey Sommers, Partner, Co-Leader, Pensions, Benefits & Executive Compensation Group, Blake, Cassels & Graydon LLP

Alistair Almeida, Segment Lead, Asset Owners, CIBC Mellon (moderator)

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.

On Tuesday, February 7, Darlene Claes-McKinnon, Executive Director, Relationship Management, CIBC Mellon, hosted three experts for an exploration of insights from the Responsible Investment Association’s recently released 2022 Investor Opinion Survey. This long running survey offers insights into the views, expectations and knowledge levels of Canadian investors related to responsible investment topics. Darlene’s guests included: Mary Robinson, Director of Research & Investor Networks, Responsible Investment Association, Meaghan Kelly, Senior Vice President, Strategic Communications, Research & Product Innovation, AGF Investments, and Deborah Debas, Senior Responsible Investment Specialist, Desjardins Wealth 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.

©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.

In this episode of Industry Perspectives, Joe Lacopo, Vice President, Relationship Management and co-head of the asset manager segment is joined by Robert Stel, Vice President, Financial Services at Environics Research and Amanda Coones, Vice President, Investor and Plan Member Services at CIBC Mellon. Their discussion explores Environics’ annual study of the behaviours, preferences and expectations of more than 2,000 independent investment advisors.

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.

In this episode of Industry Perspectives, Svetlana Tabagari, Relationship Executive, CIBC Mellon, spoke with Colin Holmes, Associate Counsel, and Kristine Eissing, Vice President of Commercial and Product Management, from Financial Recovery Technologies (FRT) about environmental, social and governance (ESG) considerations on global shareholder litigation and class actions recovery.

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.

This episode of CIBC Mellon Industry Perspectives features clips from a previous client update call with Michael Sager, Executive Director, Multi Asset & Currency Management, CIBC Asset Management.  In this podcast, Joe Lacopo, Vice President, Relationship Management, CIBC Mellon moderates as Michael provides a macro-market outlook amid rising interest rates, global geopolitical turmoil, and an increasingly uncertain investment environment. He also shares his views on long-term growth and inflation going forward.

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.

This episode of CIBC Mellon Industry Perspectives sheds light on the power of unlocking potential through expertise. Tanvir’s story is empowered by three different organizations; all of which have harnessed community values by breaking down the barriers that newcomers to Canada often face when searching for employment.

Lavina Yip, Employee Ambassador at CIBC Mellon talks to Fabio Crespin, Manager, Community Investment and Inclusive Employment at United Way Greater Toronto about leveraging scale and mobilizing resources to support newcomers to Canada.  Lavina is also joined by Layla Harrison, Project Manager at ACCES Employment to discuss supporting and facilitating employment services across the Greater Toronto Area. Finally, Shaikh Shams Tanvir details his personal journey to full-time employment as an Analyst, Global Market Documentation here at CIBC Mellon.

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

©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.

An update on the Exchange-Traded Fund market in Canada as at Fall 2022, featuring Ronald C. Landry, Head of Product and Canadian ETF Services at CIBC Mellon together with Pat Dunwoody, Executive Director of the Canadian ETF Association (CETFA) and Mark Noble, Executive Vice President, ETF Strategy, Horizons ETFs.  Includes a review of key trends such as recent inflow drivers, the impact of ESG, and the outlook for 2023.  Podcast episode hosted by Mary Ann Mackenzie, Vice President, Relationship Management, CIBC Mellon.

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

©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.

Platform-Traded Funds (PTFs) are a Canadian innovation, a comparatively new distribution channel accessible to all investors, asset managers and their dealers who want more efficient and lower cost transactions in assets not listed on a stock exchange. PTFs are typically a class or series of an existing investment fund that investors can buy or sell at an end-of-day net asset value (NAV) per share/unit.  PTFs offer an array of benefits, but are they right for your fund, dealers, advisors or investors?  In this podcast, expert representatives from Invesco, NEO Exchange / CBOE and CIBC Mellon will help participants understand how PTFs are structured, key opportunities and challenges, what sponsors need to know as they consider offering their funds through a PTF structure, and speak to recent trends. Featuring  Lisa-Marie McDermott, Head of Wealth Management Platforms, Invesco Canada; Erik Sloane, Chief Revenue Officer, NEO and Ron Landry, Head of Product and Canadian ETF Services, CIBC Mellon.  Hosted by Bart Roter, Relationship Executive, CIBC Mellon.

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

©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.

The pace of data transformation within the Canadian asset management industry has seen a rapid acceleration over the past 3-4 years.  In today’s episode of CIBC Mellon Industry Perspectives, we uncover the impact of this transformation through conversations with Darcie James Maxwell, Head of OMNI Digital Services in Canada for CIBC Mellon and BNY Mellon, Mark Hartley, Senior Director of Product and Client Experience at LTI Canada, and Amanda Coones, Vice President, Investor and Plan Member Services, CIBC Mellon.

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

©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.

CIBC Mellon revisits the conversation around the Future of Work, this time focusing in on location, connection and culture.  In the fourth episode, Mary Ann Mackenzie and Richard Anton are joined by Lavina Yip, Employee Experience Ambassador at CIBC Mellon in a multifold discussion that sheds light on the varying perspectives around where, when and how we work.

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.

With the increased volatility of today’s investing environment, liquid alternatives can contribute to more robust and diversified portfolios for investors.  In this episode of Industry Perspectives, Robert Lemon, Executive Director, Prime Services Group, Global Markets at CIBC Capital Markets and Ronald C. Landry, CIBC Mellon’s Head of Product and Canadian ETF Services discuss the role that liquid alternatives play in the challenges, trends and opportunities within today’s market.

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.

In this episode of CIBC Mellon Industry Perspectives, Lou Lesnika, Director of Product at CIBC Mellon hosts a discussion with Keith Evans, Executive Director of the Canadian Capital Markets Association (CCMA) on T+1 settlement plans in Canada, including operational considerations. For timely updates on T+1, visit ccma-acmc.ca to monitor the frequently updated FAQs and sign up for their newsletter.

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.

In this episode Darlene Claes-Mckinnon, Executive Director, CIBC Mellon reviews the segment, “Applications of data and technology innovations in investment decisions” from Institutional Connect’s Portfolio Innovation and Resilience Forum.  This segment was moderated by Darcie James Maxwell from BNY Mellon and CIBC Mellon, with Kevin Zhu Managing Director, Head of Portfolio Construction Group at OPTrust and Steven Asprey, Managing Director, Global Diversified Program at OMERS Capital Markets. The discussion focuses on how alternative data complements current investment management, and setting up investment processes that can benefit from technology innovation.

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.

In this episode of CIBC Mellon Industry Perspectives, Joe Lacopo, Vice President, Relationship Management, CIBC Mellon reviews clips from a previous client update call between Ash Tahbazian, Chief Client Officer, CIBC Mellon and Michael Sager, Executive Director, Multi Asset & Currency Management, CIBC Asset Management.  The discussion provides a macro market update, particularly with insights around what the geopolitical landscape means for portfolios and investment strategy.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.