DelphX Information Circular 2021
Keith has over two decades of experience in the structured investments and derivatives industry. He was the Founder and Head of the Structured Solutions Group in the Global Equities Division at JP Morgan which issued the first structured Unit Investment Trust.
A published author, his book The Investor’s Survival Guide is recommended reading for investors seeking to make informed investment decisions, with special emphasis on the value of fixed income in a model portfolio. His experience in the bond markets includes roles as a trader and manager of corporate bond trading desks. He continues to be active in trading and creating Structured Products, specifically floating rate corporate bonds linked to equities, commodities, indices and the yield curve. He is a past president of the Corporate Bond Traders Club of N.Y. and a proud veteran of the United States Marine Corps.
She previously worked with Doctors Without Borders Canada in Central Africa and served on their board of directors. She has a Bachelor of Life Sciences from Queen’s University, an MBA from McMaster University, and is certified in Disruptive Strategy from Harvard Business School. She was honoured as one of CBC’s 12 Young Leaders Changing Canada and one of the Fifty Most Inspirational Women in Technology in Canada.
Prior to joining Gen Re, Steven was the Executive Vice President and General Manager of Manulife Reinsurance with responsibility for all aspects of Manulife’s reinsurance business worldwide. In 2001, he was key to Manulife’s acquisition of 1.5 million in-force policies from Daihyaku Mutual of Japan and the significant expansion of Manulife’s Japanese operations. Prior to joining Manulife, Steven was a Principal of Towers Perrin responsible for global client relationships and senior pension fund consulting. He is a graduate of the University of Waterloo, where he earned a Bachelor of Mathematics.
Prior to Google, he had nearly 20 years of experience involved in a wide range of financial services projects, including nine years as a Partner at McKinsey & Company and PricewaterhouseCoopers. He is a leader in strategy, organizational design, operations and risk management, as well as a recognized authority on innovative disruption and accelerated growth. He has particular expertise in driving growth while managing cyber security/financial crime and crisis management. As a recognized industry expert, he is frequently asked to provide perspective to organizations such as the UN, OECD, and industry/regulatory bodies, keynotes to client executives and white papers for governmental agencies. His published commentary can be read on the McKinsey Global Institute, McKinsey on Technology, McKinsey on Risk and other industry/media outlets.
George’s non-traditional path to business operations has involved studying farm sciences in Brazil and earning a Fine Arts degree at the University of Massachusetts, as well as working in the food industry, in real estate, commercial and residential construction, management consulting, and technology services. By the time he was 30, George had already worked in, founded, and sold a few startups.
He believes this path proves that some business fundamentals are true for companies of any size or industry. The best recipe for success requires maintaining a strong company culture, streamlining operational systems, and providing excellent communication and customer service. These are the fundamentals; everything else is negotiable.
He has been Chief Executive Officer and Chief Operating Officer of reinsurance companies (Generali USA, PartnerRe Life/Winterthur Re), Vice President and General Manager, Reinsurance for Sun Life Canada and, more recently, the Chief Executive Officer of a residential mortgage acquisition and servicing company, Franklin Credit Management Corporation. Gordon’s extensive experience in developing and operating complex analytical systems is key to the development of the DelphX platform.
BMO Nesbitt Burns and CIBC World Markets, and Managing Director role at Loewen Ondaatje McCutcheon. More recently Pat founded Tormont Group, a US and Canada-based Advisory and Merchant Bank. Since 2012 Tormont Group has provided capital and supported US and Canadian companies on IPOs, M&A, institutional investor development, and successful market penetration strategy. Patrick is the President and CEO of DelphX Capital Markets (DELX-TSXv). Through its proprietary tools and technology, DelphX is advancing its revolutionary fixed-income solution through the global bond market segment
His experience covers both corporate, both public/private and multinational/CCPC, entrepreneurial (via Strategize Financial Modelling and its clients) and board experience (ShareLife charity), to build relationships with all stakeholders, and drive better financial reporting and disclosure, corporate governance, internal controls around costs and employee engagement in companies.
CPA Canada and CPA Australia chartered accountant, who has an accounting degree and an MBA in finance and international business.
20 years of financial experience in 7 countries, including North America, Australia, UK and India; having worked in Big 4, industry, private equity/family office and corporate advisory/professional services
Board member of a Toronto-based religious charity that distributes $15m to charities across the GTA
Strong focus on leveraging the power and efficiency of technology in business, whether it is cloud-based financial reporting, automation of manual processes and improved data analytics to drive better strategic and scenario planning. relentless networker and relationship builder, who is always keen to learn new things, identify business opportunities and ways to drive productivity in business.