News Release

MEDIA ADVISORY – IFIC Operations Day – June 7, 2022

May 25, 2022 (Toronto) – The Investment Funds Institute of Canada (IFIC) today announced the final agenda and speaker lineup for its Operations Day, which will be held in-person on June 7 with a livestream option. After two years of upheaval and change stemming from the global pandemic, industry leaders will discuss operational trends, issues, current regulatory initiatives, the move to T+1, and more.

The event will be emceed by Melissa Leong, Personal Finance Expert, National Media Personality, and Bestselling Author.

Panel topics and speakers include:

Leaders Panel

Moderated by John Adams, CEO, Primerica Life Insurance Company of Canada

• Christopher Boyle, Senior Vice President, Head of Global Institutional, Dealer Engagement and Partnerships, Mackenzie Investments
• Oricia Smith, President, Sun Life Global Investments and Senior Vice President, Investment Solutions, Sun Life Canada
• Karin Yorfido, General Manager, Global Technology & Operations, Broadridge Canada

Operations Issues Update

Moderated by Dave Howarth, Senior Vice-President, Operations, Primerica Financial Services and Chair, IFIC Operations Working Group

• Paul Boddaert, Director, Industry & Dealer Relations, Mackenzie Investments
• Eric Lapierre, Assistant Vice-President and Senior Counsel, Mutual Funds and Regulatory Initiatives, Manulife Investment Management
• Dara Moore, AVP, Regulatory & Operations Compliance, AGF Investments Inc.
• Sarvjeet Pamenter, Director, Transfer Agent, Capital Markets, FIS Financial Solutions, Franklin Templeton Investments Canada
• Ravi Ramaswamy, Vice President, Global Shareholder Services Franklin Templeton Investments and Chair, IFIC Full Cost Disclosure Sub-Group

Move to T+1

• Shalomi Abraham, Senior Vice President, Head of Legal – Canada, Assistant General Counsel – Americas, Invesco
• Keith Evans, Executive Director, Canadian Capital Markets Association
• Russ White, Chair, CCMA T+1 Mutual Funds Working Group

Fundserv Update

• Russ White, Director, Product Management (Funds), Fundserv Inc.
• Aidan Coulter, Industry Engagement Lead, Fundserv Inc.

Taxation Issues Update

Moderated by Josée Baillargeon, Senior Policy Advisor, IFIC

• Lata Agarwal, Senior Technical Specialist, CRS & FATCA Financial Institution Compliance Section, High Net Worth Compliance Directorate, Canada Revenue Agency
• Benjamin Latta, Manager of the CRS & FATCA Financial Institution Compliance Section, Canada Revenue Agency
• France Marengère, Senior Technical Specialist, CRS & FATCA Financial Institution Compliance Section, High Net Worth Compliance Directorate, Canada Revenue Agency
• Jillian Nicolson, Partner, Financial Services Organization Tax Practice, Ernst and Young
• Robert Offen, Manager, Specialized Services, AGF Investments Inc.

RegTech and the Future of Regulatory Compliance & Operations

Moderated by Parham Nasseri, Vice President, Regulatory Strategy & Partnerships, InvestorCOM Inc.

• Roma Lotay, Partner, Borden Ladner Gervais LLP
• Christina Soares, Chief Compliance Officers & Head of Business Integrity, Aligned Capital Partners Inc.
• Justitia Pak, Management Consultant, Deloitte

The full agenda and additional information are available on the IFIC website.

What: IFIC Operations Day

When: Tuesday, June 7, 2022; 9:00 a.m. – 4:30 p.m.

Where: Toronto Region Board of Trade (77 Adelaide Street West) and virtual

The media is invited to attend. Please register with Pira Kumarasamy at pkumarasamy@ific.ca.