Media Releases

University of Toronto’s Rotman School of Management appoints financial services advisory board

November 24, 2010

TORONTO, ON — Devel­op­ing new con­nec­tions between the Uni­ver­si­ty of Toron­to’s Rot­man School of Man­age­ment and Toron­to’s finan­cial ser­vices firms is one of the goals of a  new advi­so­ry board which has been appoint­ed by the school.

Chaired by Rot­man MBA grad­u­ate, Richard Nes­bitt, Chair­man & CEO of CIBC World Mar­kets, the Rot­man Finan­cial Ser­vices Board will work to encour­age the hir­ing of Rot­man stu­dents among Bay Street firms and to encour­age those firms to ful­ly take advan­tage of the school’s resources, which include inno­v­a­tive pro­grams and research.

“This new board will bring togeth­er some of the best minds on Bay Street with the lead­ers of the Rot­man School,” says Nes­bitt. “The board will fur­ther enhance and devel­op the already robust ties that Rot­man has with the finan­cial com­mu­ni­ty in Toron­to.”

Oth­er board mem­bers include:

•    Jamie Ander­son, Deputy Chair­man, RBC Cap­i­tal Mar­kets;
•    Bren­dan Calder, Entre­pre­neur in Res­i­dence & Adjunct Pro­fes­sor, Rot­man School of Man­age­ment;
•    Kevin Dougher­ty, MBA’98, Pres­i­dent, Sun Life Finan­cial Cana­da & Sun Life Glob­al Invest­ments;
•    David Fer­gu­son, Exec­u­tive Man­ag­ing Direc­tor & Chief Finan­cial Offi­cer, BMO Cap­i­tal Mar­kets;
•    Anne-Mette de Place Fil­ip­pi­ni, Vice Pres­i­dent, Bur­gundy Asset Man­age­ment Ltd;
•    John Hull, Pro­fes­sor of Finance, Rot­man School of Man­age­ment;
•    Stephani Kingsmill, Exec­u­tive Vice Pres­i­dent, Human Resources, Man­ulife Finan­cial;
•    Jeff Muzzer­all, Direc­tor, Cor­po­rate Con­nec­tions Cen­tre, Rot­man School of Man­age­ment;
•    Susan Poole. MFin’10, Direc­tor, Deriv­a­tive Mar­kets, Ontario Teach­ers Pen­sion Plan;
•    Mar­lon Reid, MFin’10, Vice Pres­i­dent Trea­sury Cred­it, Invest­ment Bank­ing, TD Secu­ri­ties;
•    Peter Slan, Senior Vice Pres­i­dent, Investor Rela­tions, Sco­tia­bank; and
•    Suzanne Spragge, Assis­tant Dean, Exter­nal Rela­tions & Chief of Staff, Rot­man School of Man­age­ment.

Toron­to is the third largest North Amer­i­can finan­cial ser­vices cen­tre after New York and Chica­go and is Canada’s finan­cial and busi­ness cap­i­tal. The city is home to five of Canada’s largest domes­tic banks and is also home to 55 for­eign bank sub­sidiaries and 119 secu­ri­ties firms. There is also a sig­nif­i­cant pres­ence in the city of life insur­ance com­pa­nies, pen­sion fund man­agers, and finan­cial ser­vices oper­a­tions providers.

Cur­rent­ly the Rot­man School offers an MBA pro­gram which gives stu­dents a choice of three areas of spe­cial­iza­tion with­in the finance field, includ­ing invest­ment bank­ing; finan­cial engi­neer­ing; and fund man­age­ment. A new degree for work­ing pro­fes­sion­als in the finance indus­try, the Mas­ter of Finance, was recent­ly intro­duced. The school also offers an Exec­u­tive MBA pro­gram and an Omni­um Exec­u­tive Glob­al MBA pro­grams which takes par­tic­i­pants to eight key cen­tres of inter­na­tion­al busi­ness on four con­ti­nents. A sig­nif­i­cant num­ber of Rot­man grad­u­ates take posi­tions with finan­cial ser­vices firms in Toron­to and inter­na­tion­al­ly. Com­plete details on the school’s pro­grams are online at

Finan­cial research at the Rot­man School is focused at three research cen­tres and the school’s state-of-the art finan­cial research and trad­ing lab.

The Rot­man Cen­tre for Finance encour­ages and pro­vides fund­ing for inno­v­a­tive research projects relat­ed to finan­cial engi­neer­ing, finan­cial eco­nom­ics, cor­po­rate finan­cial man­age­ment, invest­ment man­age­ment and finan­cial insti­tu­tion man­age­ment.

The Cap­i­tal Mar­ket Insti­tute seeks to lead the effort in deter­min­ing how cap­i­tal mar­kets mech­a­nisms and insti­tu­tions should be designed in order to cre­ate a supe­ri­or envi­ron­ment for investors and issuers in a small, open mar­ket like Cana­da.

The Rot­man Inter­na­tion­al Cen­tre for Pen­sion Man­age­ment has become a glob­al cat­a­lyst for improv­ing pen­sion man­age­ment. The Cen­tre spon­sors research and fos­ters dia­logue that focus­es on build­ing bet­ter pen­sion deals, bet­ter pen­sion fund orga­ni­za­tions, and bet­ter pen­sion leg­is­la­tion and reg­u­la­tion.

The BMO Finan­cial Group Finance Research and Trad­ing Lab is a focal point for research and train­ing in a range of finan­cial dis­ci­plines and Rot­man pro­grams includ­ing: invest­ment strat­e­gy and port­fo­lio man­age­ment; finan­cial engi­neer­ing and risk man­age­ment; trad­ing; and analy­sis of the microstruc­ture of mar­kets.

Fur­ther infor­ma­tion on finance at Rot­man is online at

The Rot­man School of Man­age­ment at the Uni­ver­si­ty of Toron­to is redesign­ing busi­ness edu­ca­tion for the 21st cen­tu­ry with a cur­ricu­lum based on Inte­gra­tive Think­ing. Locat­ed in the world’s most diverse city, the Rot­man School fos­ters a new way to think that enables the design of cre­ative busi­ness solu­tions.  The School is cur­rent­ly rais­ing $200 mil­lion to ensure Cana­da has the world-class busi­ness school it deserves. For more infor­ma­tion, vis­it


For more infor­ma­tion, please con­tact:

Ken McGuf­fin
Man­ag­er, Media Rela­tions
Rot­man School of Man­age­ment
Uni­ver­si­ty of Toron­to
Fol­low Rot­man on Twit­ter @rotmanschool