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Michael G. Boyd
Managing Director and Head, Global Mergers & Acquisitions
CIBC World Markets

Mr. Boyd joined CIBC World Markets in 2009 as a Managing Director and Global Head of Mergers & Acquisitions. Prior to joining CIBC, Mr. Boyd worked at Merrill Lynch Canada Inc. from 2000 – 2009 where he was a Managing Director and, since 2004, the Head of Mergers & Acquisitions. Prior to joining Merrill Lynch, Mr. Boyd was a Managing Director in the Mergers & Acquisitions group at BMO Nesbitt Burns Inc. Mr. Boyd has also worked as a strategy consultant at the Boston Consulting Group. During his 22-year investment banking career, Mr. Boyd has advised on numerous significant cross-border and domestic transactions involving Canadian companies. Mr. Boyd has worked with many of Canada’s leading corporations including Barrick Gold, Sun Life Financial, Magna International, Canadian Tire, Goldcorp and Onex Corporation, among others. Mr. Boyd received his Bachelor of Business Administration (Honours) from Saint Francis Xavier University and Masters of Business Administration degree from the Wharton School of the University of Pennsylvania. He also holds his Chartered Professional Accountant designation and is a member of the Chartered Professional Accountants of Canada.

 

Bob Livingston
Executive Vice President
CIBC Private Investment Counsel

Mr. Livingston is currently a vice-president with CIBC Private Investment Counsel in Toronto, managing portfolios for individual investors. He has spent over 40 years on Bay Street, on both the sell-side and buy-side. In the last 15 years he has made numerous presentations on wealth management and he has spoken at several conferences on the role philanthropy can play in managing your wealth. In addition to his financial management expertise, he has become very interested in personal development. He has made numerous presentations to high school and university students, stressing the importance of wealth management and personal development. He has written numerous essays on family issues, personal development, philanthropy, and wealth management. Two common themes in his essays are the importance of developing financial responsibility in your life as well as increasing personal involvement in your community. These goals can be realized by learning the basics of wealth management and making personal development an integral part of your operating DNA. He uses numerous family anecdotes to illustrate his personal journey in pursuit of these two goals. When he is asked why he has such a passion for personal development, his answer is simple: “It is my way of giving back to the community, it expands my comfort zone, and most importantly, I am having fun doing it.” He has come to realize one of true passions in life is helping others achieve their dreams. You can access his reflections on family issues, personal development, philanthropy, and wealth management through the links provided. There is also resource material available regarding specific topics like organizing your financial documents and starting a personal development library. We must never forget: “Dreams cost nothing. Implementation gets expensive.”

Visit Bob Livingston's website

 

Tom Liston
Managing Partner
Difference Capital

Mr. Liston has over 17 years of experience in technology research with both public and private companies. As a Managing Partner at Difference Capital, he is the team led for its Enterprise Software, SaaS and FinTech investments. Difference Capital is invested in several of Canada’s leading FinTech companies, including Ethoca, Carta Worldwide and Mogo Finance. Prior to joining Difference Capital, he worked as a Research Analyst at two of Canada’s leading technology investment dealers as well as a large International Investment Bank. He was also Director of Research while maintaining his coverage of technology companies. As a technology analyst, Mr. Liston was been consistently ranked among the top technology analysts in several surveys, including: StarMine, Brendan Wood, Greenwich Associates and Reuters. He has received more StarMine Canada stock picking awards than any other technology analyst. Mr. Liston is a CFA charterholder, completed a Bachelor of Business Administration degree in Finance from the University of New Brunswick and a Master of Arts in Economics and Finance from Queen’s University.

 

Andrew Iu
Vice President & Director of Research
Burgundy Asset Management

Andrew joined Burgundy in August 2013 as an Investment Analyst focusing on Canadian small-cap equities. In June 2016, he assumed the role of Director of Research and was appointed a Vice President of the firm. Prior to Burgundy, he spent two years with the Goldman Sachs Investment Banking Division, holding the position of Analyst in the Global Natural Resources. Group. He also held internship positions as an Analyst with the Goldman Sachs Investment Banking Division in New York and PricewaterhouseCoopers Corporate Finance Division in Toronto.

Andrew earned a Bachelor of Commerce degree from Queen’s University in 2011. He was CEO of the Queen’s University Investment Counsel, a student-run investment fund managing $500,000 of Queen’s endowment funds. Andrew is a member of the Investment Committee of North York General Hospital Foundation. He successfully completed the educational requirements of the CFA Program in 2014.

 

Don Wishart
President
Seamark Asset Management

Don began his career with the New Brunswick Telephone Company where he worked on the investment side of the company’s pension plan. Over the years Don held a number of management positions of increasing responsibility including the field of mergers and acquisitions, Comptroller and Treasurer of Bruncor, NBTel’s parent, and CEO of a leasing company where his credit adjudication skills were critical. Don attained the CMA and CFA designations in 1983 and 1986 respectively. He owned and operated companies in the equipment leasing and IT sectors before joining McKim and Loughery at SEAMARK in 2002. There, he held key positions as CFO, Chief Operating Officer and Chief Portfolio Manager. He spent several years as one of three members of the Executive Portfolio Management team and was lead portfolio manager for the firm’s Foreign and International pooled funds. Since his return to SEAMARK in April, he has been serving as COO, Executive VP and PM.

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