CIBC Mellon Industry Perspectives

Hosted by CIBC Mellon

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Jun 2026

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CIBC Mellon Industry Perspectives is a podcast series that brings you developments in the Canadian securities industry, and potential investment servicing impacts facing CIBC Mellon clients and institutional investors active in the Canadian market.

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June 8, 2026Episode 7933 min

Episode 79 - Navigating Trends, Driving Transformation in Pensions

Workplace pension plans in Canada are undergoing significant transformation, as organizations seek innovative ways to modernize benefit delivery and enhance member experience. In this episode, listeners will hear from leading voices who combine hands-on operational expertise with research and advocacy in pension design and outcomes.The discussion draws on insights gathered from conversations with more than 15 leaders and subject matter experts across the pension, technology, and consulting sectors. Plannera shares practical lessons from its recent journey through system conversions and member experience transformation, offering real-world strategies for navigating complex change. These operational perspectives are complemented by research-driven analysis on member needs, demographic trends, and the evolving retirement landscape.Listeners will gain a comprehensive understanding of current challenges and opportunities in workplace pensions, along with actionable guidance to support modernization efforts and drive better outcomes for plan members.Tune in to join our discussion on the practical realities and emerging considerations shaping plan member experience today.This presentation contains the presenter’spersonal views and not those of CIBC Mellon or any other person. It may beconsidered advertising, and provides general information only and neither thepresenter nor CIBC Mellon nor any other person are, by means of thispresentation, rendering accounting, business, financial, investment, legal,tax, or other professional advice or services. This presentation isintended for general informational purposes only. It may not be regarded ascomprehensive nor as a substitute for professional advice. Before takingany particular course of action, contact your professional advisor to discussthese matters in the context of your particular circumstances. Neitherthe presenter nor CIBC Mellon accept responsibility for any loss or damageoccasioned by your reliance on information contained in this presentation. ©2026 CIBC Mellon. CIBC Mellon is alicensed user of the CIBC trade-mark and certain BNY trade-marks, and is thecorporate brand of CIBC Mellon Trust Company. None of CIBC Mellon TrustCompany, CIBC, The Bank of New York Mellon Corporation and their affiliatesmake any representations or warranties as to its accuracy, currency orcompleteness, makes any commitment to update any information. No part ofthe presentation is an offer or solicitation in respect of any particularstrategy and may not be construed as such. Services referred to may notbe offered in all jurisdictions nor by all companies.CIBC Mellon does not provide investment orasset management services. This presentation, either in whole or in part, mustnot be reproduced nor referred to without the express written permission ofCIBC Mellon. Trademarks, service marks and logos belong to their respectiveowners.

March 17, 2026Episode 7854 min

Episode 78 - The Global Evolution of Tokenization, featuring CFA Institute and Purpose Investments

In this episode of CIBC Mellon Industry Perspectives, host Joe Sponer speaks with leaders from CFA Institute, Purpose Investments, and CIBC Mellon about the current state and future outlook of tokenization in institutional investment. The panel discusses how tokenization is being explored for a range of assets, the operational and regulatory questions it raises, and the steps industry participants are taking to adapt to new technologies such as smart contracts and digital custody.Listeners will hear perspectives on the challenges of establishing legal certainty, the development of global standards, and the potential benefits of increased efficiency and investor access. The episode also addresses the Canadian regulatory environment, the role of stablecoins and money market funds, and what the rise of digital assets could mean for market participants.Tune in to join our discussion on the practical realities and emerging considerations shaping tokenization today.This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and provides general information only and neither the presenter nor CIBC Mellon nor any other person are, by means of this presentation, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This presentation is intended for general informational purposes only. It may not be regarded as comprehensive nor as a substitute for professional advice. Before taking any particular course of action, contact your professional advisor to discuss these matters in the context of your particular circumstances. Neither the presenter nor CIBC Mellon accept responsibility for any loss or damage occasioned by your reliance on information contained in this presentation.©2026 CIBC Mellon. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, and is the corporate brand of CIBC Mellon Trust Company. None of CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make any representations or warranties as to its accuracy, currency or completeness, makes any commitment to update any information. No part of the presentation is an offer or solicitation in respect of any particular strategy and may not be construed as such. Services referred to may not be offered in all jurisdictions nor by all companies.CIBC Mellon does not provide investment or asset management services. This presentation, either in whole or in part, must not be reproduced nor referred to without the express written permission of CIBC Mellon. Trademarks, service marks and logos belong to their respective owners.

February 27, 2026Episode 7726 min

Episode 77 - Private Credit in Institutional Portfolios: Structure, Resilience and the Canadian Perspective

In this episode of CIBC Mellon Industry Perspectives podcast, Abdul Sheikh, Vice President, Relationship Management, moderated a discussion examining how private credit strategies are structured, how returns are generated, and what considerations Canadian institutional investors should weigh as allocations evolve. Joining the conversation were Gino DiCenso, Vice President, Fixed Income, CIBC Asset Management, and Myk Jemetz, Assistant Vice President, Asset Owner Solutions, CIBC Mellon.

December 11, 2025Episode 7619 min

Episode 76 - Navigating Canadian and Global Markets In 2026: Insights from BNY Markets Experts

The latest episode of CIBC Mellon Industry Perspectives moderated by Joe Lacopo, Head of the Asset Manager Segment, CIBC Mellon features the following BNY Markets strategists: Robert Savage, Global Head of Markets Strategy and Insights, John Velis, FX and Macro Strategist for the Americas, Wee Khoon Chong, Senior Markets Strategist for APAC, Geoffrey Yu, Senior Markets Strategist for EMEA.From global market trends and Canada’s evolving investment landscape to deep dives into Europe, Asia, and cross-border FX challenges, this episode delivers essential insights for institutional investors navigating a rapidly changing world. This presentation contains the presenter’spersonal views and not those of CIBC Mellon or any other person. It may beconsidered advertising, and provides general information only and neither thepresenter nor CIBC Mellon nor any other person are, by means of thispresentation, rendering accounting, business, financial, investment, legal,tax, or other professional advice or services. This presentation isintended for general informational purposes only. It may not be regarded ascomprehensive nor as a substitute for professional advice. Before takingany particular course of action, contact your professional advisor to discussthese matters in the context of your particular circumstances. Neitherthe presenter nor CIBC Mellon accept responsibility for any loss or damageoccasioned by your reliance on information contained in this presentation. ©2025 CIBC Mellon. CIBC Mellon is alicensed user of the CIBC trade-mark and certain BNY trade-marks, and is thecorporate brand of CIBC Mellon Trust Company. None of CIBC Mellon TrustCompany, CIBC, The Bank of New York Mellon Corporation and their affiliatesmake any representations or warranties as to its accuracy, currency orcompleteness, makes any commitment to update any information. No part ofthe presentation is an offer or solicitation in respect of any particularstrategy and may not be construed as such. Services referred to may notbe offered in all jurisdictions nor by all companies.CIBC Mellon does not provide investment orasset management services. This presentation, either in whole or in part, mustnot be reproduced nor referred to without the express written permission ofCIBC Mellon. Trademarks, service marks and logos belong to their respectiveowners.

December 4, 2025Episode 7520 min

Episode 75 - Excerpts from “Agents of Change: Preparing Financial Operations for the Next Generation of AI” panel at Sibos featuring Richard Anton and Duco’s James Maxfield

At the 2025 Sibos conference, Richard Anton, Chief Client Officer at CIBC Mellon, spoke on a panel moderated by James Maxfield, Duco’s Chief Product Officer, on how industry participants can prepare for the next generation of AI. The panel explored the industry’s active deployment of agentic AI solutions and the surrounding considerations from a governance and risk mitigation perspective. This episode of CIBC Mellon Industry Perspectives, hosted by Jennifer Israel, Senior Manager, Corporate Communications and Marketing, in conversation with CIBC Mellon’s Tim Pinnell, Relationship Executive, Global Financial Institutions, offers a look back at some of the key highlights from the panel discussion. This presentation contains the presenter’spersonal views and not those of CIBC Mellon or any other person. It may beconsidered advertising, and provides general information only and neither thepresenter nor CIBC Mellon nor any other person are, by means of thispresentation, rendering accounting, business, financial, investment, legal,tax, or other professional advice or services. This presentation isintended for general informational purposes only. It may not be regarded ascomprehensive nor as a substitute for professional advice. Before takingany particular course of action, contact your professional advisor to discussthese matters in the context of your particular circumstances. Neitherthe presenter nor CIBC Mellon accept responsibility for any loss or damageoccasioned by your reliance on information contained in this presentation. ©2025 CIBC Mellon. CIBC Mellon is alicensed user of the CIBC trade-mark and certain BNY trade-marks, and is thecorporate brand of CIBC Mellon Trust Company. None of CIBC Mellon TrustCompany, CIBC, The Bank of New York Mellon Corporation and their affiliatesmake any representations or warranties as to its accuracy, currency orcompleteness, makes any commitment to update any information. No part ofthe presentation is an offer or solicitation in respect of any particularstrategy and may not be construed as such. Services referred to may notbe offered in all jurisdictions nor by all companies.CIBC Mellon does not provide investment orasset management services. This presentation, either in whole or in part, mustnot be reproduced nor referred to without the express written permission ofCIBC Mellon. Trademarks, service marks and logos belong to their respectiveowners.

November 24, 2025Episode 7551 min

Episode 74 - Business Future Pathways: Credible Climate Transition Plans and Canadian Competitiveness, featuring University Pension Plan Ontario and Mackenzie Investments

In this episode of CIBC Mellon Industry Perspectives, Cynthia Shaw Pereira explores how Canadian institutions are approaching climate transition planning, moving beyond headline ESG debates to the practical work unfolding inside investment organizations. Cynthia is joined by Barb Zvan, President and CEO of University Pension Plan Ontario, and Fate Saghir, Senior Vice President and Head of Sustainability, Marketing, and Client Experience at Mackenzie Investments. Together, they discuss the data, governance, and long term risk considerations shaping credible transition plans. The episode offers a clear look at how leaders across the industry are preparing for the policy, market, and physical realities of climate change. myupp.ca., mackenzieinvestments.com., businessfuturepathways.ca., cibcmellon.comThis presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and provides general information only and neither the presenter nor CIBC Mellon nor any other person are, by means of this presentation, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This presentation is intended for general informational purposes only. It may not be regarded as comprehensive nor as a substitute for professional advice. Before taking any particular course of action, contact your professional advisor to discuss these matters in the context of your particular circumstances. Neither the presenter nor CIBC Mellon accept responsibility for any loss or damage occasioned by your reliance on information contained in this presentation. ©2025 CIBC Mellon. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, and is the corporate brand of CIBC Mellon Trust Company. None of CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make any representations or warranties as to its accuracy, currency orcompleteness, makes any commitment to update any information. No part ofthe presentation is an offer or solicitation in respect of any particular strategy and may not be construed as such. Services referred to may not be offered in all jurisdictions nor by all companies.CIBC Mellon does not provide investment or asset management services. This presentation, either in whole or in part, must not be reproduced nor referred to without the express written permission of CIBC Mellon. Trademarks, service marks and logos belong to their respective owners.

October 10, 2025Episode 7335 min

Episode 73 - The Co-op Student Experience at CIBC Mellon

In this episode of CIBC Mellon Industry Perspectives, host Reese Kuros, Client Communications Intern, sits down with Sara Gmell, Human Resources Recruitment Specialist, and current co-op students Liam Thursfield and Jacob Price to discuss the co-op experience at CIBC Mellon.Together, they explore how the company’s co-op program connects emerging talent with meaningful work in financial services, offering exposure to areas such as client onboarding, operations, and custody services. The conversation touches on how the program supports professional growth, contributes to CIBC Mellon’s long-term talent strategy, and helps shape the next generation of industry professionals.Whether you’re a student exploring career options or a professional interested in talent development, this episode offers an inside look at how CIBC Mellon invests in future leaders.This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and provides general information only and neither the presenter nor CIBC Mellon nor any other person are, by means of this presentation, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This presentation is intended for general informational purposes only. It may not be regarded as comprehensive nor as a substitute for professional advice. Before taking any particular course of action, contact your professional advisor to discuss these matters in the context of your particular circumstances. Neither the presenter nor CIBC Mellon accept responsibility for any loss or damage occasioned by your reliance on information contained in this presentation. ©2025 CIBC Mellon. CIBC Mellon is alicensed user of the CIBC trade-mark and certain BNY trade-marks, and is thecorporate brand of CIBC Mellon Trust Company. None of CIBC Mellon TrustCompany, CIBC, The Bank of New York Mellon Corporation and their affiliatesmake any representations or warranties as to its accuracy, currency orcompleteness, makes any commitment to update any information. No part ofthe presentation is an offer or solicitation in respect of any particularstrategy and may not be construed as such. Services referred to may notbe offered in all jurisdictions nor by all companies.CIBC Mellon does not provide investment orasset management services. This presentation, either in whole or in part, mustnot be reproduced nor referred to without the express written permission ofCIBC Mellon. Trademarks, service marks and logos belong to their respectiveowners.

September 16, 2025Episode 7223 min

Episode 72 - Canada Connection: Depositary Receipts Enabling Cross-Border Issuer Access

This episode of CIBC Mellon Industry Perspectives features leaders from CIBC Mellon, BNY Markets and BNY Depositary Receipts, and explores the current state of the Canadian market for global investors. CIBC Mellon and BNY are working together to make it easier for global investors to access Canada. Tim Pinnell, Relationship Executive, Global Financial Institutions at CIBC Mellon, moderates the discussion with featured guests: Bob Savage, Global Head of Market Strategy and Insights at BNY; John Velis, FX and Macro Strategy, The Americas at BNY; and, Matthew Steinert, Global Head of Product and Strategy, Depositary Receipts at BNY. Bob Savage and John Velis share their insights on the current economic environment and their perspective on Canadian markets. Matthew Steinert discusses the BNY ADR program's role in connecting U.S. investors with Canadian opportunities. This episode also explores how Depositary Receipts programs come together in Canada, the U.S. and around the world. This presentation contains the presenter’spersonal views and not those of CIBC Mellon or any other person. It may beconsidered advertising, and provides general information only and neither thepresenter nor CIBC Mellon nor any other person are, by means of thispresentation, rendering accounting, business, financial, investment, legal,tax, or other professional advice or services. This presentation isintended for general informational purposes only. It may not be regarded ascomprehensive nor as a substitute for professional advice. Before takingany particular course of action, contact your professional advisor to discussthese matters in the context of your particular circumstances. Neitherthe presenter nor CIBC Mellon accept responsibility for any loss or damageoccasioned by your reliance on information contained in this presentation. ©2025 CIBC Mellon. CIBC Mellon is alicensed user of the CIBC trade-mark and certain BNY trade-marks, and is thecorporate brand of CIBC Mellon Trust Company. None of CIBC Mellon TrustCompany, CIBC, The Bank of New York Mellon Corporation and their affiliatesmake any representations or warranties as to its accuracy, currency orcompleteness, makes any commitment to update any information. No part ofthe presentation is an offer or solicitation in respect of any particularstrategy and may not be construed as such. Services referred to may notbe offered in all jurisdictions nor by all companies.CIBC Mellon does not provide investment orasset management services. This presentation, either in whole or in part, mustnot be reproduced nor referred to without the express written permission ofCIBC Mellon. Trademarks, service marks and logos belong to their respectiveowners.

August 26, 2025Episode 7124 min

Episode 71 - 35 Years of ETFs: Innovation, Transparency, and What's Next

In this episode, Ronald C. Landry, Head of Segment Solutions andCanadian ETF Services and Chair of the Canadian ETF Association, also known asCETFA, is joined by Eli Yufest, Executive Director, CETFA, and JonathonMcGuire, Vice President, Global X and Chair of CETFA's Marketing & PRCommittee to explore what's next for ETFs over the next 3-5 years. From shifting demographics, and income-focused strategies to ESGadoption, fee compression and the rise of direct-to-consumer investing, theconversation covers the trends shaping innovation and investor demand. The discussion also dives into technology, transparency andregulation, highlighting how the ETF landscape is evolving to become moreaccessible and better understood.This presentation contains the presenter’spersonal views and not those of CIBC Mellon or any other person. It may beconsidered advertising, and provides general information only and neither the presenternor CIBC Mellon nor any other person are, by means of this presentation,rendering accounting, business, financial, investment, legal, tax, or otherprofessional advice or services. This presentation is intended forgeneral informational purposes only. It may not be regarded as comprehensivenor as a substitute for professional advice. Before taking any particularcourse of action, contact your professional advisor to discuss these matters inthe context of your particular circumstances. Neither the presenter norCIBC Mellon accept responsibility for any loss or damage occasioned by yourreliance on information contained in this presentation. ©2025 CIBC Mellon. CIBC Mellon is alicensed user of the CIBC trade-mark and certain BNY trade-marks, and is thecorporate brand of CIBC Mellon Trust Company. None of CIBC Mellon TrustCompany, CIBC, The Bank of New York Mellon Corporation and their affiliatesmake any representations or warranties as to its accuracy, currency orcompleteness, makes any commitment to update any information. No part ofthe presentation is an offer or solicitation in respect of any particularstrategy and may not be construed as such. Services referred to may notbe offered in all jurisdictions nor by all companies.CIBC Mellon does not provide investment orasset management services. This presentation, either in whole or in part, mustnot be reproduced nor referred to without the express written permission ofCIBC Mellon. Trademarks, service marks and logos belong to their respectiveowners.

August 14, 2025Episode 7035 min

Episode 70 - Preparing for Total Cost Reporting

For this episode of CIBC Mellon Industry Perspectives, we look at the TCR rule at less than half a year out from implementation with a focus on industry preparedness for Canadian investment fund managers and dealers. Speakers discuss key considerations at this point, including any outstanding areas in focus and potential challenges that may be encountered when this regulation takes effect January 1, 2026. The discussion features Steve Braugiroux, Associate Vice President, National Bank of Canada and Ronald C. Landry, Vice President, Head of Segment Solutions and Canadian ETF Services, CIBC Mellon. It is moderated by Jon Diebel, Client Executive, CIBC Mellon.This presentation contains the presenter’spersonal views and not those of CIBC Mellon or any other person. It may beconsidered advertising, and provides general information only and neither the presenternor CIBC Mellon nor any other person are, by means of this presentation,rendering accounting, business, financial, investment, legal, tax, or otherprofessional advice or services. This presentation is intended forgeneral informational purposes only. It may not be regarded as comprehensivenor as a substitute for professional advice. Before taking any particularcourse of action, contact your professional advisor to discuss these matters inthe context of your particular circumstances. Neither the presenter norCIBC Mellon accept responsibility for any loss or damage occasioned by yourreliance on information contained in this presentation. ©2025 CIBC Mellon. CIBC Mellon is alicensed user of the CIBC trade-mark and certain BNY trade-marks, and is thecorporate brand of CIBC Mellon Trust Company. None of CIBC Mellon TrustCompany, CIBC, The Bank of New York Mellon Corporation and their affiliatesmake any representations or warranties as to its accuracy, currency orcompleteness, makes any commitment to update any information. No part ofthe presentation is an offer or solicitation in respect of any particularstrategy and may not be construed as such. Services referred to may notbe offered in all jurisdictions nor by all companies.CIBC Mellon does not provide investment orasset management services. This presentation, either in whole or in part, mustnot be reproduced nor referred to without the express written permission of CIBC Mellon. Trademarks, service marks and logos belong to their respectiveowners.

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