Event

5

March 2015

A Force for Good: How Enlightened Finance Can Restore Faith in Capitalism

11:30am-1:30pm | One King West Hotel - 1 King St. W., Toronto

After the crisis of 2008, the social contract between the financial industry and everyone else was badly broken — perhaps, it seemed, irrevocably. Since then, U.S. banks have paid out billion-dollar settlements and Congress has passed new laws, but a deeper rapprochement is still missing. In his forthcoming book, A Force for Good, John Taft, CEO of RBC Wealth Management-U.S., has gathered some of the greatest financial minds of our time to explore how Wall Street harness the immense power and innovative spirit of the financial system to be a force for good.

Canadian book contributors Roger Martin, Academic Director of the Martin Prosperity Institute at the Rotman School of Management, and Brian Walsh, Chairman and Chief Investment Officer at Saguenay Strathmore Capital, will sit down alongside John Taft for an insightful panel discussion on Enlightened Finance.

Member Pricing:
Individual seat: $89 +HST
Table (seats 10): $801 +HST

Guest Pricing:
Individual: $110 +HST
Table (seats 10): $990 +HST

- Lunch will be served -

A Force for Good: How Enlightened Finance Can Restore Faith in Capitalism

Brian Walsh

Chair and Chief Information Officer
Saguenay Strathmore Capital

Brian Walsh

Brian Walsh cofounded Saguenay Capital in 2002 to manage alternative portfolios for a client base of international institutions and family offices. Walsh has over 30 years’ experience in investment banking, international capital markets and investment management. He had a long career at Bankers Trust that culminated in his appointment as cohead of the Global Investment Bank. Prior to that, Walsh served as chair of Bankers Trust International, where he ran the global derivatives business. After leaving Bankers Trust in 1996, Walsh focused solely on investment management for clients, including the Bass family of Fort Worth, Texas, and a major Canadian pension fund. He then founded Veritas Capital, a hedge fund largely focused on volatility strategies, prior to Saguenay Capital. Walsh serves on the board of directors of Great-West Lifeco, the Great-West Life & Annuity Insurance Company and Putnam Investments and serves on the international advisory board of HEC (Ecole des Hautes Etudes Commerciales) and on the Global Business Council of Queen’s University School of Business.

John Taft

CEO
RBC Wealth Management - U.S.

John Taft

John Taft is CEO of RBC Wealth Management – U.S., the eighth largest full-service retail brokerage firm in the U.S., with nearly 2,000 financial advisors in 41 states and over $281 billion in assets under administration. Taft has worked in the financial services industry for more than three decades and has been active in the Securities Industry and Financial Markets Association (SIFMA), the leading securities industry trade group in the U.S. He served as chairman-elect in 2010 and chairman in 2011. As a representative of SIFMA, Taft advocated for responsible financial reform and testified before Congress in support of a federal fiduciary standard of care. An industry thought leader, Taft frequently speaks at government and industry events and is widely quoted in the media. He is the author of A Force for Good: How Enlightened Finance Can Restore Faith in Capitalism, a book that contains a collection of essays from 20 respected industry leaders discussing how to harness the immense power of our financial systems to be a force for good in society, and of Stewardship: Lessons Learned from the Lost Culture of Wall Street, a book that explores the importance of stewardship as a core principle—for Mr. Taft personally; for the financial services industry; for the global financial system; and for society at large. He also writes thought-provoking blogs as part of the exclusive LinkedIn Influencer program. As a member of the board of directors and as a volunteer, Taft has served a wide range of not-for-profit and public service organizations. He is an active member on the boards of the Itasca Project, Taft School and The Andy Warhol Foundation for the Visual Arts, and serves on the Minnesota Business Partnership Executive Committee.

Roger Martin

Academic Director
Martin Prosperity Institute at the Rotman School of Management

Roger Martin

Roger Martin is Premier’s Chair in Productivity & Competitiveness and academic director of the Martin Prosperity Institute at the Rotman School of Management. From 1998 to 2013, he served as dean. Previously, he spent 13 years as a director of Monitor Company, a global strategy consulting firm based in Cambridge, Massachusetts, where he served as cohead of the firm for two years. His research work is in integrative thinking, business design, strategy, corporate social responsibility and country competitiveness. He writes extensively and is a regular contributor to Harvard Business Review’s The Conversation blog, the Financial Times’ Judgment Call column, and Washington Post’s On Leadership blog. He has written 19 Harvard Business Review articles and published eight books, most recently Playing to Win (with A. G. Lafley, Harvard Business Review Press, 2013). In 2013, Martin placed third on the Thinkers50 list, a biannual ranking of the most influential global business thinkers. He serves on a number of public service boards: Skoll Foundation, Canadian Credit Management Foundation, Tennis Canada (past chair), and Ontario Task Force on Competitiveness, Productivity and Economic Progress (chair).

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