Speakers

Speakers

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Ancheng Luo

Manager

PwC

Ancheng is a Manager in financial services consulting practice at PwC Canada. He has over 8 years of experience in Treasury, ALM, and banking book risk management. He has been involved in high-profile consulting engagements as Subject Matter Expert on fund transfer pricing, ALM, capital management, and IRRBB for both domestic and international banking clients, and he also led projects that assist credit union and crown corporation clients to establish and enhance treasury and ALM functions including policy advisory, practice review and model development. Ancheng graduated from University of Waterloo with Master Degree in Quantitative Finance.

Jun Wang

Managing Director

RBC

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Robert Paolino

Former CRO and Head of Risk for two of the largest Global Banks operating in Canada

Robert is an accomplished risk management professional with a solid 24 year career in risk management, banking & regulatory program management. His career spans executive leadership, relationship and financial management roles in the financial services industry.

He is a driven individual who has led, managed and overseen the implementation of risk and regulatory programs for two of the largest International Banks operating in Canada. Robert was most recently the Chief Risk Officer for the Canadian unit for one of the top 10 largest financial institutions in the world.
He has tremendous energy and passion for this industry and has continuously sought to build sustainable and pragmatic solutions for clients with whom he has worked.

He enjoys the complexity and challenge involved in what is essentially a fundamental business service (Banking).

 

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Donna Howe

CEO

Windbeam Risk

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Karl Rubach

Managing Director

IBSM Solutions Inc.

Karl Rubach is the Managing Director and founder of Integrated Balance Sheet Management Solutions, Inc. in Toronto, Canada. He has over 20 years of international Treasury, Balance Sheet and Capital Management experience. He has lead the implementation of Risk Adjusted Return on Capital (RAROC) and Balance Sheet Optimization frameworks, including Funds and Transfer Pricing (FTP) and Economic Capital allocation.


He is a frequent speaker at industry events. He hols a master’s degree in finance as well a bachelor’s degree in economics from ITAM Mexico. He is also a CFA charter holder.

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Alex Shipilov

Managing Director, Risk and Regulatory Compliance Practice Leader

Canada Protiviti

Dr Alex Shipilov has over 25 years of experience gained inside the financial services industry. Alex held executive positions with banking, insurance and accounting firms where he led risk management and internal audit functions, and quantitative risk advisory practices. He consulted financial institutions and corporate treasuries in Canada, the U.S., the U.K., Spain and Russia in their dealing with ALM, enterprise wide risk management and compliance challenges, financial models, risk measurement, simulation, and derivatives valuation issues. Alex co-founded the Professional Risk Managers’ International Association (PRMIA.ORG), sat on the Board of Directors, strategized PRMIA development and its global chapter network, leading the treasury and finance functions. He teaches Risk Management at the Masters of Financial Insurance program of University of Toront

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Jimmie Lenz

Principal

Financial Risk Group

Dr. Lenz is an experienced executive, lecturer, and scholar in the fields of banking and capital markets.

Starting his career as an equity trader over 25 years ago, Jimmie found he reveled in fast moving atmospheres that required both strategic thought and the ability to take immediate action.  His successes propelled him into a number of senior management roles within the finance community including leading an NYSE broker dealer with foreign and domestic operations, where he was able to develop and test both the appetite for and capacity of  electronic trading platforms.  In addition, he has held the roles of Chief Risk Officer, Chief Credit Officer, and Head of Predictive Analytics for one of the largest Wealth Management complexes in the U.S.

Global financial services firms and exchanges have engaged Jimmie to address issues related to strategy, analytics application, risk mitigation, and business efficiencies.  This in-depth understanding of the capital markets industry has allowed him to provide crucial perspectives in foreign and domestic regulatory matters, including extensive work with outside counsels and the presentation of findings to the Security and Exchange Commission.

His passion for developing forward-looking strategies, merge his unique boots-on-the-ground understanding of how our capital markets work with the academic application of new technologies.

Jimmie holds an undergraduate degree from the University of South Carolina, a Master of Science in Finance from Washington University in Saint Louis, and Doctor of Business Administration-Finance from Washington University’s Olin Business School.  He is currently an Adjunct Professor of Finance at The University of South Carolina Moore School of Business, teaching machine learning and blockchain.  He speaks and publishes frequently in academic and industry settings primarily on topics related to innovation and quantitative analysis, and has a number of pending patents related to his work.