Adam Borgatti is Senior Vice President, Corporate Development and Investor Relations, responsible for leading Aecon’s Investor Relations, Corporate Affairs, Corporate Communications and Marketing functions, as well as supporting the leadership team with developing long-term business plans, evaluating strategic initiatives, and leading the assessment and execution of Aecon’s acquisition opportunities. Mr. Borgatti brings a depth of experience and knowledge of both capital markets and the construction industry.

Prior to joining Aecon in 2009, Mr. Borgatti held leadership roles in the financial industry, including Vice President, RBC Capital Markets, and Vice President, National Bank Financial. Before assuming his current position at Aecon – in 2017-18, he served as Vice President, Investor Relations, at Scotiabank and was responsible for leading all aspects of investor relations, providing strategic direction, leadership and oversight for the company’s investor relations portfolio globally.

Over his career at Aecon, Mr. Borgatti has held leadership roles in the Energy and Infrastructure segments, Strategic Finance division, and previously served as Vice President, Corporate Development and Investor Relations. Mr. Borgatti holds a Bachelor of Commerce degree in Finance and Entrepreneurship from McGill University as well as CFA and CPIR designations. He is a member of the Board of Directors for the Canadian Investor Relations Institute (CIRI) and serves as Audit Committee Chair.

Mark is currently Vice President, Strategy, Planning & Investor Relations at Gibson Energy, an oil-focused infrastructure company, and was previously Vice President, Corporate Planning & Investor Relations at Veresen Inc.  In both these roles, Mark’s IR duties focused on transforming the companies’ communication, positioning and perception in the market.  Mark is CFA charterholder, and through both Investment Banking and corporate roles, has a broad spectrum of experience including strategic planning, corporate development, equity & debt capital markets, corporate finance, risk management and M&A.

Maggie is Senior Director, Environmental, Social, and Governance (ESG) Product Strategy, North America at S&P Dow Jones Indices (S&P DJI). In her role, she assists in the strategy for developing ESG indices for the North American market, from best-in-class approaches like the world-renowned Dow Jones Sustainability Index to broad-market ESG alternatives and core solutions like the S&P 500® ESG Index. She also serves as a global spokesperson for S&P DJI’s ESG Indices, educating the market on the values of ESG investing and our industry leading ESG lineup.

Prior to joining the ESG team, Maggie was a part of the S&P DJI Financial Advisor Channel team, where she was responsible for educating financial advisors on benefits and strategies for index-based investing through ETFs. Previously, Maggie was the Western U.S. ETF Specialist for American Century Investments. In this role, she was responsible for the education, implementation, and sales of ETFs. Maggie was also director of strategic accounts with Milliman Financial Risk Management in Chicago. She has spent much of her career working with start-up ETF providers and established asset managers looking to enter the ETF space, including Invesco, ETF Securities, and Northern Trust FlexShares.

Maggie holds a bachelor’s degree in business administration from Miami University in Oxford, Ohio.

Jon Ennis, AVP, Senior Analyst, leads the credit analyst group within the Mackenzie Fixed Income Team. His role involves oversight of more than $20B of corporate debt holdings.

Jon joined Mackenzie Investments in 2008, working in the Portfolio Operations department before joining the Fixed Income Team in 2010 as an Associate Investment Analyst. He has developed research coverage across a range of sectors such as Real Estate, Utilities, Infrastructure, Homebuilders, Building Products, Forestry, Aerospace & Defense, and Airlines. He has also helped to expand the credit research geographic footprint from North America to include Europe and Latin America and is also responsible for ESG integration across all corporate debt holdings.

Jon has a Bachelor of Commerce degree and an MBA from the Smith School of Business at Queen’s University. He is also a CFA charterholder.

Barbara Henderson is a geologist-turned-investor relations professional, with over 30 years’ experience designing and delivering effective investor relations programs and producing informative and engaging shareholder communications for mineral exploration and development companies. Aside from her role as Bear Creek Mining Corporation’s VP Corporate Communications, Barbara is heavily involved in corporate governance and regulatory matters pertinent to public mining companies, and has a special interest in corporate social responsibility and sustainability issues.

Clare-Marie has working in the Corporate Access team the London office at Fidelity Investments since 2014. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 26 million individuals, institutions, and financial intermediaries.
In this role Clare-Marie is responsible for connecting the Investment Professionals to the Investor Relations and Management teams of the companies that Fidelity invest in already or are looking to invest in, and maintaining relationships with those teams thereafter.

Prior to joining Fidelity Investments in 2014, Clare-Marie worked on the sell side in Asia for CLSA as part of the Event Marketing team providing the same interactions between Corporate representatives and buy side Investment Professionals.

Miss Hill earned her Bachelor of Arts degree in History and International Relations at the University of Exeter. She has an Advanced Certificate in Public Relations and Communications and is currently studying a Masters in Corporate Responsibility and Sustainability and the University of Birkbeck.

Brett House is Vice-President and Deputy Chief Economist at Scotiabank. Prior to joining Scotiabank in October 2016, Brett was Chief Economist at an alternative investment management start-up in Toronto and Global Strategist at Woodbine Capital Advisors, a New York-based global macro fund. Earlier in his career, Brett served as Principal Advisor in the Executive Office of the United Nations Secretary-General and as an Economist at the International Monetary Fund. He cut his teeth in financial markets at Goldman Sachs International in London and at the World Bank in Washington, DC. Brett is a Rhodes Scholar with degrees in economics from the University of Oxford and Queen’s University at Kingston. In addition, he has taught at Oxford University, McGill University, and the University of Cape Town, and has held research roles at Columbia University and Massey College at the University of Toronto. Brett sits on the investment committees of Pearson College and the Canadian Rhodes Scholars’ Foundation. He received the 2014 Québec Notable Award in Finance, the 2015 Good Citizen Award from his hometown of Lincoln, Ontario, and the 2018 Professional Leader Award from Start Proud. He was named a Young Global Leader by the World Economic Forum (Davos).

Dave Hughes was appointed vice president, investor relations and continuous improvement in January 2017.

Mr. Hughes joined Imperial in 1989 as a systems analyst in Toronto, where he supported refinery capital projects. He has since held a range of technical, supervisory and management positions within the company’s upstream, downstream and corporate groups. His depth and breadth of knowledge extends to refining, supply and transportation logistics, business analysis and reporting, upstream project management, and commercial pipeline work. Mr. Hughes’ career includes an international assignment with ExxonMobil, where he spent five years in various downstream roles in Fairfax, Virginia and Houston, Texas.

Today, Mr. Hughes leads the investor relations team and is responsible for the company’s continuous improvement efforts, with direct accountability to Imperial’s management committee. In his continuous improvement role, Mr. Hughes has leadership responsibility for Imperial’s Clarify. Simplify. Focus. program, where he leads a cross-functional team in the prioritization and capture of
efficiency initiatives to support the company’s business priorities of safety, operational integrity, reliability and profitability. Mr. Hughes holds a Bachelor of Science degree in Mechanical
Engineering from the University of Calgary and a Masters of Business Administration degree from Queen’s University.

Marie-Josée is responsible for ESG Innovation and Customer Success at Novisto Inc., a next generation ESG management platform empowering companies to better manage and create value from their ESG strategy, data, and reporting. Marie-Josee draws on nearly 30 years of experience in capital markets, namely as Financial Analyst of small and mid cap companies (Marleau, Lemire Inc., National Bank Financial Inc.), as Director of Investor Relations (Innergex Inc.), and as ESG Advisor to companies and investors (FinComm Services, Millani).

Marie-Josée is a member of CFA Montreal’s ESG Committee and of CPA Canada’s Value Creation Working Group (Foresight Initiative), and leader of the Quebec – SASB FSA Credential Group. She also sits on the board of the St. Raphael Palliative Care Home and Day Centre.

Marie-Josée holds a B.Com. in finance from McGill University and a certificate in Applied Communications from Université de Montréal. She is a CFA charterholder, and holds the Fundamentals of Sustainability Accounting (FSA) Credential of the Sustainability Accounting Standards Board (SASB), as well as the Responsible Investment Professional Certification (RIPC) designation from the Canadian Responsible Investment Association. She has also successfully completed the Advanced Responsible Investment Analysis course from the UN Principles for Responsible Investment’s PRI Academy.

[email protected]
514 250-0868

Karen Ko has more than fifteen years of equity and credit research as well as portfolio management experience covering various sectors and across Developed and Emerging Markets.

Most recently, Karen was a Vice President – Global Equity Analyst at Westwood International Advisors. Prior to that, she took on various roles at OMERS Capital Markets between 2005 and 2013. She has travelled extensively around the world to meet with C-suite executives, IR professionals and government officials.

She began her career as a Corporate Banker at the Bank of Nova Scotia after obtaining her MBA from the University of Toronto, Rotman School of Business. She also has a B. Comm degree from the University of British Colombia and is a CFA charterholder.

Omar Khafagy, CFA, is a Corporate Access Manager at TMX Group and focuses on investor engagement efforts to support issuers listed on TSX and TSXV. Omar is also a Relationship Manager to a portfolio of companies in Eastern Canada, acting as a trusted advisor and a provider of actionable insights to facilitate their funding, growth and success. He joined TMX Group in 2019 and previously he was a Relationship Manager at State Street servicing clients in both the U.S. and Canada.

Karoline has 15 years of experience in law, investor relations, and communications. She has developed and led the investor relations, communications, and marketing programs at TSX and TSXV listed issuers. Karoline is dedicated to building and delivering compelling corporate messaging to drive change for positive growth.

Karoline began her career as a securities lawyer at a preeminent Bay Street law firm. She earned an Honors Bachelor of Arts from the University of Toronto, a law degree from Osgoode Hall Law School, and completed the Certified Professional Investor Relations program through the Richard Ivey School of Business at Western University and the Canadian Investor Relations Institute.

John Morgan joined Corbin Advisors in 2019 as Senior Vice President and head of Corbin’s Advisory Group, overseeing all retainer and special project client engagements. Previously, John spent 24 years in the asset management industry as a research analyst and portfolio manager. John began his career at Putnam Investments in institutional sales and marketing. After business school, he transitioned to an equity analyst position at the firm, focusing on the industrials, energy and basic materials sectors and spent the next 10 years working on international and global investment teams, eventually becoming the lead portfolio manager for the Putnam Global Natural Resources fund. In 2012, John moved to Epoch Investment Partners as a co-portfolio manager and senior analyst focusing on the industrials, consumer, technology and healthcare sectors for the International and Global Small-cap portfolios and became the lead portfolio manager for both funds in 2017. John holds a BA from Denison University and an MBA from The Johnson School at Cornell University.

Jason Paltrowitz is Executive Vice President, Corporate Services at OTC Markets Group, where he is responsible for managing the firm’s international and domestic Corporate Services business. Drawing upon his expertise in cross-border trading and as a recognized proponent of Reg A+ and small company capital raising, Jason is an advocate for small cap issuers, start-ups, and entrepreneurial innovators working to alleviate the cost, time and complexity associated with being a public company. Prior to joining OTC Markets in October 2013, Jason was Managing Director and Segment Head at JP Morgan Chase responsible for the custody, clearing and collateral management business in the Corporate and Investment Bank division.

Jason also held multiple senior management positions at BNY Mellon, most notably, as Head of M&A for the Financial Markets and Treasury Services Sector and 11 years as the Head of the Global Capital Markets Group in the Depositary Receipt Division. Jason currently serves on the Board of Directors of the Crowdfunding Professional Association (CfPA) and also served as a member of the Board of Directors at OTC Markets Group from 2008 – 2011. Jason holds a Bachelor’s degree in International Relations from Boston University and received his MBA from the NYU Stern School of Business.

Joe Racanelli is Director of Investor Relations with Sherritt International, the world leader in the mining and refining of nickel and cobalt from lateritic ores.

He has more than 20 years of investor relations, marketing and corporate communications experience.  Prior to joining Sherritt, he led the Resources, Commodities and Industrials Practice of Canada’s largest capital markets advisory firm, NATIONAL Equicom, providing strategic capital markets counsel to senior management at assorted small and mid-cap companies.

Over the years, Joe has led the communication efforts for complex financial transactions valued at more than $3 billion, helped five companies go public, scheduled more than 500 road show meetings and established strong relations with buy-side and sell-side contacts around the world.   He is a frequent speaker on IR issues and topics.

Joe is a graduate of the University of Toronto and Concordia University.

Bio coming soon

Taylor has spent the last 30 years as an entrepreneur, owning and investing in successful ventures in numerous industries.

Taylor is the founder and Host of the longest running investment TV show in Canada, BTV -Business Television, broadcast on BNN Bloomberg, BIZ TV, Air Canada, Thomson Reuters and 12+ other financial sites. Through BTV and CEO Clips. Taylor has interviewed more than 2,000 dynamic CEOs, entrepreneurs and business leaders giving her an unprecedented business perspective and insight to strategic business dealings.

Taylor is the recipient of numerous awards including Canada’s Top 25 Female Entrepreneur, Profit 100 Canada’s Fastest Growing Company Award and Ernst & Young Entrepreneur of the Year nominee.

Gervais Williams is Head of Equities at Premier Miton Investors and manages a number of funds and trusts that aggregate to over £1.5bn, he joined the group in 2011. His fund management career extends over 30 years including 17 years at Gartmore Group Ltd, where he was Head of UK Small Companies investing in UK smaller companies and Irish equities. Gervais is a member of the AIM Advisory Council, and a board member of the Quoted Companies Alliance. He was a member of the Patient Capital Review panel with the Chancellor of the Exchequer two years ago where the recommendations were put into legislation in the subsequent budget. Gervais Williams has published three books, ‘Slow Finance’ in the autumn of 2011 (Bloomsbury), ‘The Future is Small’ published in November 2014 (Harriman House) and ‘The Retreat of Globalisation’ published in December 2016 (Harriman House).