2018 Annual Conference

Risk and Opportunity

Managing in a world of innovation, disruption and threat.

3 October 2018

/
Toronto Regional Board of Trade
REGISTER ONLINE

A one-day deep-dive into the business of risk

Bringing together world-renowned speakers, industry experts, and academics from all facets of the financial services industry to explore emerging opportunities in the world of financial risk.
VIEW AGENDA

GRI’s Annual Conference on Risk Management

The GRI Annual Summit brings together world-renowned speakers, industry experts, and academics from all facets of the financial services industry to explore emerging opportunities in the world of financial risk.

From regulation and governance, to cutting-edge technologies and emerging threats, it’s a cannot miss gathering of financial services executives.

FEATURING 20+ Speakers
Representing leading financial services companies and research institutions

WHAT TO EXPECT?

The 2018 agenda offers thought provoking discussions and immersive hands-on demonstrations from a roster of world class speakers, from both industry and academia with an exchange of ideas and perspectives on topics such as;
  • The future of digital banking
  • Data Security & Privacy 
  • Changing Landscape of Risk
  • Risk Impacts of Climate Change
  • Risk & Reward of Technological Innovation
  • Digital innovation in the insurance sector
  • Robo Advisers & Artificial Intelligence in Wealth Management

WHO'S ATTENDING

245 Individuals attended last year representing 50 financial services organizations


Roughly 93% of attendees were senior decision makers

Banks
Government / Regulators
Insurance
Pension / Investment Mgmt
Academic / Research Institutes
Consultants
Associations
FINTECHs
The conference runs all day Wednesday, October 3rd, from 8am to 3:30pm.
We provide lunch and coffee breaks throughout the day.
1. Morning Sessions
8:00am - 10:30am
2. Risk Workshops
10:30am - 11:45am
3. Lunch Time session
12:15pm - 1:15pm
4. Afternoon Sessions
1:15pm - 3:45pm
Post-Conference
15:45pm

Conference Opening

Tiff Macklem, Dean, Rotman School of Business and Chair of the Board, Global Risk Institute


PRESENTS

Welcoming remarks & Observation on the changing Environment of Risk Managers

Morning Featured Speaker

Dr. Robert Engle, The Michael Armellino Professor of Finance at New York University Stern School of Business & 2003 Nobel Laureate in Economics


PRESENTS

A Financial Approach to Climate Change - Hedging Risks


The scientific evidence is clear that the climate is changing. However, we are not sure what the economic costs associated with this change will be or what the economic benefits would be of doing something about it. Financial strategies - such as pricing environmental risk and investing in lowcarbon industries - can be used to hedge against future market volatilities caused by climate change.

Moderated by: Alex LaPlante, Managing Director, Research, Global Risk Institute

Morning Panel Discussion

PANEL MEMBERS
David Cluff, Chief Risk Officer, Home Capital
Puneesh Arora, Chief Risk Officer, PC Financial
Tonya Blackmore, Chief Executive Officer, Apexa
Dan Rosen, Chief Executive Officer, d1g1t Inc


Technology's Impact on Financial Services
- Newcomers, Challengers, and Opportunities


From challenger banks and online payments systems to digital wallets, apps and robo-advisors, we all agree financial services is experiencing a revolution of sorts.  These fintech newcomers are creeping into incumbent’s market share, but what impact have the they had?

A panel made up of emerging bank, Fintech and Insurtech industry leaders will discuss the potential change they are seeing in consumer behavior, changes to the financial industry, as well as looking at shifts by all parties towards cooperation, partnerships and joint ventures.

Moderated by: Sheryl Kennedy, Chief Executive Officer, Promontory Canada

Risk Workshops

PREPARING FOR A WORLD OF CYBER EVENTS -
BREAKOUT SESSIONS

Cyber intrusion and cyber resilience are topics receiving tremendous attention. GRI Members have rated Cyber Risk as their top risk for two consecutive years.

Attendees have a choice of one of three workshops to attend, offering three distinct topics of importance in equipping the financial service sector for cyber readiness.


PANEL MEMBERS
Ray Boisvert, Security Advisor and Associate Deputy Minister, Government of Ontario
Annette Ryan, Assistant Associate Deputy Minister, Finance Canada
David Bruyea, Chief Information Security Officer, CIBC

1. INSTITUTIONAL, NATIONAL and INTERNATIONAL PREPAREDNESS

PANEL DISCUSSION - Join this panel discussion of policy makers and institution leaders who are working collectively to better understanding the risks and repercussions of a global, systemic cyber outage from the perspective of the Canadian financial services industry.

Moderated by: Mark Caplan, President of Global Risk Institute


PRESENTERS
Richard Nesbitt, Chief Executive Officer, Global Risk Institute
Alex LaPlante, Managing Director, Research, Global Risk Institute

2. YOU'VE BEEN HACKED - A Real World Case Study

This war game, presented by Richard Nesbitt and Alex LaPlante, will be an opportunity for frank discussion about crisis preparedness and the ability to contain risk.


PANEL MEMBERS
Gregory Eskins, National Specialties Practice Leader, Marsh RE
Ruby Rai, Manager, Cyber & Professional Liability, AIG
David Spagnuolo, VP, Commercial Under Writing Dept, Temple Insurance

3. Insurance for Cyber Events

PANEL DISCUSSION - Cyber-insurance as been identified as another potential tool for effective risk management of Cyber threats. Join Three insurance institution leaders in a discussion about existing issues and current work regarding the existence of cyber-insurance

Moderated by: Mike Stramaglia, Executive in Residence, Global Risk Institute

Lunch – Featured Speaker

Dr. Markos Zachariadis, Associate Professor of Information Systems & Management at Warwick Business School in the UK


PRESENTS

Open Banking – “Coming to North America?”


Dr. Markos Zachariadis will offers his insights into the diversity and range of emergent innovations and technologies that are transforming the financial services industry worldwide. His research focuses on some of the key changes and issues that the financial sector may be facing in the next few years.

Introduction and remarks by Richard Nesbitt, CEO, Global Risk Institute

The Work of the NPH

Introduction to the National Pension Hub Panel


Dr. Alex LaPlante, Managing Director, Research, Global Risk Institute

PRESENTS
The Work of the National Pension Hub for Research & Education

NPH was launched in October last year at the 2017 GRI Summit. The purpose of the NPH is to provide pension and income security research that will lead to innovative solutions to pension design, governance and investment challenges. So far, 18 firms have committed research funds to this exciting project.

Introduction by Bernard Morency, GRI Senior Fellow, Consultant


FOLLOWED BY A PANEL DISCUSSION

PANEL MEMBERS
Derek Robson, CEO and Plan Manager, CAAT
Anca Drexler, Managing Director, Risk Management, OMERS
Clifton Isings, Vice President , Investments, Canadian National Investment Division
Tom Reid, Senior Vice President, Group Retirement Services, Sun Life Financial


PANEL DISCUSSION
The role of private retirement savings; more specifically how can we improve coverage and the level and efficiency of private savings

This panel, made up of NPH members and moderated by Bernard Morency, will discuss issues on some of the key research topics which include: Plan design & plan adequacy, Discount Rate, Portfolio Construction, Private Market Risk Assessment and Impact & Use of Leverage.

Moderated by: Bernard Morency, GRI Senior Fellow, Consultant

PANEL DISCUSSION – CRO Panel

PANEL MEMBERS
Mark Hughes, Former Chief Risk Officer, RBC
Susan Kudzman, Former Chief Risk Officer, Laurentian Bank
Stephen Hart, Former Chief Risk Officer, Scotiabank
Mark Chauvin Former Chief Risk Officer, TD Bank


PANEL TOPIC
What Makes a Good Risk Manager? Reflections from Chief Risk Officers past

Each year Risk Professionals hear from current, acting CROs about the days biggest risks. Speaking from within and on behalf of financial institutions in itself requires "Risk Mitigation", so this year we invited five former CROs to a candid discussion on what emerging risks they honestly see disrupting the market and reflections on the changing responsibilities of CROs in the world of innovation, disruption and threat.

Moderated by: Suzanne Labarge, Former Chief Risk Officer, RBC & Former Deputy Superintendent of the Office of the Superintendent of Financial Institutions Canada

Post-Conference Roundtable

Lois Tullo, Executive in Residence, Global Risk Institute

PANEL MEMBERS
Kerry Reinke, Chief Risk Officer, Canadian Division & Group Head, Enterprise Risk, Manulife
Gary Wuschankowki, Director, Enterprise Risk, Capacity & Assurance, Office of the Provincial Controller, Government of Ontario
Paul Weitzman, Senior Policy Coordinator, School Board Business Support Branch, Government of Ontario
Brian Geiger, Vice President, Enterprise Risk, RBC
Steve Richards, Director, Business Planning & Enterprise Risk Management, CPPIB


PRESENTS
Emerging Risks Roundtable & Working Session


In this session we will give you an opportunity to work with and discuss the challenges that emerging risks pose to your organization.

We will review the inter-relationships of these risks and help you further develop how your organization addresses these risks.  During the day you will have had the opportunity to hear from experts in their field on emerging risks, how they have affected their organizations, and how they have addressed these challenges.  Come ready to discover how to integrate those perspectives and knowledge of your organization using a systematic framework to that integrates organizational strategy and risk management.  This session will be facilitated by a group of experts in emerging risk, that are currently responsible for addressing emerging risks in their organization.


Session breakdown

  • 10 minutes: introduction to GRAFT and emerging risk
  • 20 minutes: How organizations are addressing emerging risks
  • 5 minutes x 4 emerging risk representatives
  • 30 minutes: Round table working session

- Prioritization of risks for their organization – top 5 risks and trends based upon urgency and impact
- Identification of one correlation for their organization that is significant
- Link of implication back to their organizational strategy

Meet this years Speakers

Sponsors

This exclusive sponsorship opportunity is available to a company that is recognized as a leader/contributor to the advancement of risk management practices and knowledge within the financial sector

LOCATION

Toronto Region Board of Trade

First Canadian Place   –   4th floor   –   77 Adelaide St West   –  Toronto, ON