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May 30

The Future of Canada’s Financial Sector

Toronto ON, The Omni King Edward Hotel, Crystal Ballroom

Annual Directors' Dinner with Victor Dodig, Roy Gori, and Marcia Moffat

Sponsored by:

Canada’s financial services industry is facing an unparalleled level of disruption. New technologies, new players and other disruptive forces are changing the way we do business, and reshaping the financial services landscape.

In order to remain competitive on a global scale, Canada’s financial sector must remain agile and responsive. With disruption comes significant opportunities, and our ability to adapt will be critical in maintaining a stable and resilient financial sector.

Join us at the Institute’s Annual Directors’ Dinner on May 30th, where our expert panel will share their views on the future of Canada’s financial sector, through a banking, insurance and institutional investor lens. Our Annual Directors’ Dinner is our chance to recognize and thank our generous Directors, corporate members, donors and sponsors.

Victor G. Dodig, President and Chief Executive Officer, CIBC

Victor Dodig was named President and CEO of the CIBC group of companies, one of North America's largest financial services institutions, in September 2014.

Under his tenure, Victor has helped usher in a new era for the bank, positioning CIBC as a strong, relationship-focused North American bank. Victor brings more than 20 years of extensive business and banking experience, having led CIBC's Wealth Management, Asset Management, and Retail Banking businesses. He also led several businesses with UBS and Merrill Lynch in Canada and internationally, and was a management consultant with McKinsey & Company.

A member of CIBC's Board of Directors, Victor also serves on the board of the C.D. Howe Institute and ROM Board of Governors. He is a vocal advocate for gender diversity in the workplace, and actively supports the advancement of talented women to executive roles and on boards as Chair of the 30% Club Canada, Chair of the Catalyst Canada Advisory Board, and a member of the global Catalyst Board of Directors.

Victor is the recipient of the 2017 Catalyst Canada Honours (Company Leader) Champion and past winner of Canada's Top 40 Under 40™ award. He is a graduate of the Harvard Business School where he earned an MBA and was recognized as a Baker scholar. Victor holds a Diploma from the Institut d'études politiques in Paris and completed his undergraduate studies at the University of Toronto (St. Michael's College) in Commerce.

Victor resides in Toronto with his wife Maureen and their four teenage children. He is an active community member, most recently serving as Co-Chair of the St. Joseph's Health Centre Foundation's Promise Campaign.

Roy Gori, President and Chief Executive Officer, Manulife

Roy Gori was appointed President of Manulife on June 5, 2017 and Chief Executive Officer and member of the Board on October 1, 2017. He is also Chair of the Company’s Executive Leadership Team.

Roy joined Manulife in March 2015 as President and Chief Executive Officer, Manulife Asia. In that role, he was responsible for Manulife Asia operations in China, Hong Kong, Indonesia, Japan, Macau, Malaysia, the Philippines, Singapore, Taiwan, Thailand, Vietnam and Cambodia. During his time leading Manulife’s rapidly growing business in the region, Manulife Asia rolled out a new strategy to further accelerate its growth, strengthen its competitive position and

reposition its business around its customers. Roy was also the driving forcebehind a number of key innovations that Manulife brought to market, including the award-winning Manulife MOVE insurance product.

Prior to joining Manulife, Roy was Head of Consumer Banking (North Asia and Australia) and Regional Head of Retail Banking (Asia Pacific) at Citigroup. In these roles, he was responsible for the company’s insurance and wealth management businesses and its Asia Pacific Sales and Distribution organization.

A native Australian, Roy has worked and lived in Sydney, Singapore, Thailand, and Hong Kong, and is now based in Toronto.

Marcia Moffat, Managing Director, Head of BlackRock Canada, BlackRock Asset Management

Marcia Moffat, Managing Director, is Head of BlackRock in Canada. As Country Head, she is responsible for the leadership and strategic direction of BlackRock's Canadian businesses. She is a member of BlackRock's Global Operating Committee, Global Human Capital Committee and Americas Executive Committee.

Beyond the firm, Ms. Moffat is actively involved with various industry and philanthropic organizations. She is on the board of the Canadian Coalition for Good Governance, the C.D. Howe Institute and the Ontario Brain Institute, and is a member of Ontario's Panel on Economic Growth and Prosperity. In addition, she is a member of the Business Council of Canada.

Ms. Moffat has spent most of her career in financial services, including several years at the Royal Bank of Canada where she held senior roles in Investment Banking, Investor Relations and Retail Banking. Ms. Moffat began her career as a corporate finance lawyer in the New York and Paris offices of Shearman & Sterling.

Ms. Moffat holds an MBA from the Rotman School of Management, an LLB from the University Of Toronto Faculty Of Law and a BS (biology) from McGill University. She is also a member of the New York State Bar Association.

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