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CCFA Leadership Event

CCFA Leadership Event

Organized by the Canadian-Chinese Finance Association
Event: “Leadership Quality and Experience”
Date: July 28th 5:30pm-8:00 PM
Location: Schooner room at 44 King St. W., 4th Floor, Toronto, ON
Have you struggled to advance your career and through the glass ceiling? What skills set should you prepare for reaching to next level or smashing the glass? How to step out from your comfort zone to push yourselves to take risks of next level? What type of person is mostly promoted? To help CCFA members to advance their career, CCFA will host a leadership event on the topic of “Leadership quality and experience”. The leaders at VP and above representing different areas of financial industry such as from bank, insurance, assets management etc. will share their insights and experiences on developing leadership capability. In this hour-long panel discussion, you will hear from these professionals on the following topics:
  • • What type of person is promoted
  • • How to reach your full potential and advance your career
  • • Which characteristics and credentials of a leader should have
  • • What behaviors that all leaders must demonstrate
  • • How to build the leadership strategy, strategic influence/thinking
  • • What is their career path and how to control over career direction?
Panelists,
George Graziani, Senior Vice President & Head, Longevity, North America
Xie Hong, Vice President & Head, Models & Analytics, Manulife. CCFA Board of Directors
Saskia Goedhart, Partner, Financial Services Risk Management, EY
Milos Vukovic, Vice President & Head, Investment Policy, RBC Global Asset Management Inc
Speakers’ bio:
George Graziani:
George Graziani is Senior Vice President & Head Longevity, and is responsible for longevity risk for North America and the English Caribbean. He is based in Toronto, Canada, and works on both transactional and developmental aspects of longevity. He is a frequent speaker at industry events and is regularly published in the trade press. Prior to current position, George had gained extensive experiences in the financial service industry working with Insurance Capital Markets Holdings Ltd. (ICMH), international Life Advisors Ltd, Life Equity, BMO FG etc. George is a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries.
Hong Xie:
Hong Xie is Vice president and head of Models & analytics North American portfolio management at investment division at Manulife Financial. His key mandates includes developing models/analytics and the relevant tools to support portfolio managers , sharing best practices and achieve a consistent risk and performance measurement methodology globally; and  minimizing costs spent on developments and maintenances of systems and applications. Prior to current position, he worked as Vice president of Models and systems, global variable annuity hedge at Manulife financial and director of model risk and vetting at BMO. Hong holds a Ph.D degree in applied mathematics from University of Alberta. He is currently an adjunct professor at both York University in Toronto and Xiamen University in China. He recently co-authored a book “Measure, Probability, and Mathematical Finance” published by Wiley.  He is also a member of CCFA board of directors
Saskia Goedhart : 
Saskia Goedhart  joined EY on October 2012 as a Partner in the Financial Services Advisory practice in Canada. She has over 20 years of experience in risk management in the financial industry. Prior to joining EY, Saskia held CRO and senior management positions in banking and insurance in Europe, Asia and North America. Saskia has extensive experience designing and implementing enterprise risk management functions, driving changes in risk culture, and designing and implementing  approaches for identifying, measuring, reporting / monitoring and mitigating credit, market – including ALM and VA hedging, operational and treasury risk, as well as economic capital / internal model design and implementation.
Milos Vukovic:
Milos is Vice President, Investment Policy. He joined RBC in 2003 where he is responsible for overseeing various investment management related activities including risk management, performance analytics and trading. He is also responsible for developing investment policy statements and implementing tactical asset allocation for various RBC GAM investment solutions. Prior to joining RBC Asset Management, Milos had gained extensive experience in the financial services industry working with PricewaterhouseCoopers, TD Securities and Fidelity Investments. Milos holds a Master of Business Administration degree from Schulich School of Business and earned the chartered financial analyst designation in 2004. Milos is a Board member of the Canadian Buy-Side Investment Management Association.

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