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Lindsay Patrick is Chief Strategy and Innovation Officer for RBC Capital Markets and is a member of the firm’s Operating Committee. She is responsible for advancing RBC CM’s strategy across business, marketing, AI, and digital innovation to support the firm’s overall growth and performance ambitions.
Nitin spearheaded significant growth, expanding the company's operational reach and nearly tripling revenue from $800 million to $2.3 billion in just four years. His leadership extended beyond Canadian borders, influencing global strategy and mobile sales operations. Following his tenure at Cisco, he revitalized the Enterprise Business Unit at Rogers Communications, cultivating a customer-first culture that led to the unit's market leadership.
Neil Selfe is the Founder, CEO and Managing Principal of INFOR Financial Group Inc., Canada's leading independent merchant banking and advisory firm. From 2006 to 2015, Neil was Managing Director and Head of Financial Institutions, Structured Products, Technology and Communications Investment Banking at a leading international investment bank.
On leave
As a Managing Director at CC&L Financial Group, Lindsay leads product development and management and the firm’s corporate social responsibility initiatives. She is also a Director on the Connor, Clark & Lunn Financial Group board and President, Director and Portfolio Manager of Connor, Clark & Lunn (Canada) Ltd., which manages multi-asset portfolios for institutional investors.
Jay Rana is Head of Canada Advisor Business for J.P. Morgan Asset Management Canada (Inc.). He is responsible for the development and growth of the Financial Advisor/Intermediary Business across the country. Jay is also a member of the Canada Leadership Team and Strategic Planning Committee. Prior to joining J.P. Morgan, he was a Senior Vice President, Head of the Chairman Business for PIMCO Canada.
Mr. Spafford is a retired as a Vice Chair of Investment Banking at CIBC Capital Markets. During his 45 year career at Wood Gundy and CIBC, he was involved in many of Canada’s largest mergers and acquisition transactions as well as being financial advisor to the Boards of Directors of numerous public and private companies.
Paul has over 30 years of valuable experience in the asset management industry.
He has held senior positions including: Managing Partner, Red Sky Capital, Senior Vice President, Director of Sales and Marketing with CI Investments, Co-Head and Managing Director with Merrill Lynch Investment Managers Canada, Co-Founder and President of Fairway Capital and President and CEO of BluMont Capital.
Steve Banquier is Managing Director and Head, Prime Brokerage, TD Securities. He is responsible for the oversight, relationship management, business and product development, and governance of a team of traders, relationship managers and business development professionals.
Taylor Lindsay-Noel is a 31-year-old entrepreneur and influencer from Toronto, Ontario, Canada. Sixteen years ago, she was a Canadian national gymnast, but in 2008, under the coercion of her coach, she suffered a devastating accident that left her paralyzed for life from the neck down.
Poonam Puri is a Professor of Law at Osgoode Hall Law School, York University, a corporate governance consultant and an affiliated scholar at Davies, Ward, Phillips & Vineberg LLP. She is an expert in corporate law, securities law, corporate governance and business strategy.
