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Investment Outlook 2015 featuring Ian Russell, Thomas Caldwell & Avery Shenfeld

January 08 2015 , 12PM
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Ian Russell:

Ian Russell is President and Chief Executive Officer of the Investment Industry Association of Canada (IIAC), a position he has held since its inauguration in April 2006.

Prior to his appointment at the IIAC, Mr. Russell headed the Industry Relations and Representation group of the Investment Dealers Association of Canada. In his 20-year tenure at the Association, he has participated actively in many committees and working groups involved in regulatory and tax issues related to the securities industry and capital markets in Canada. He is a frequent columnist in industry publications and is a presenter and speaker on industry issues and developments.

In January 2014, it was announced that Mr. Russell was appointed Chair of the International Council of Securities Associations (ICSA). He is first Canadian in 20 years to serve in this capacity.

Mr. Russell has an honours degree in economics and business from the University of Western Ontario, and a postgraduate degree from the London School of Economics. He has completed the Partners, Directors and Officers Qualification Examination and is a Fellow of the Canadian Securities Institute.

Thomas S. Caldwell:

Thomas S. Caldwell graduated from McGill University in 1965, and has been actively involved in the investment industry since that time.

Mr. Caldwell is Chairman of Caldwell Securities Ltd., an organization founded in 1980. Caldwell Securities Ltd. is a diversified investment company with affiliate organizations providing investment management, brokerage and insurance services to a broad spectrum of investors throughout North America and around
the world.

In June 2014, Mr. Caldwell was inducted into the IIAC Investment Industry Hall of Fame. Mr. Caldwell is CEO and a Director of Urbana Corporation, a publicly traded investment company and Chairman of the Canadian Securities Exchange (“CSE”), “The Exchange for Entrepreneurs”. He also serves on the Board of the Conference of Defence Associations Institute in Ottawa. Mr. Caldwell was appointed Honorary Lieutenant-Colonel of The Lincoln and Welland
Regiment in January 2014.

Mr. Caldwell is a past Governor of the Toronto Stock Exchange and one of the leading experts in capital markets, particularly in trading environments. He is recognized as one of the world’s foremost investors in securities
exchanges.

Caldwell Securities Ltd. and its affiliates were the second-largest owners of the New York Stock Exchange prior to the NYSE’s demutualization.

Mr. Caldwell has, through his career, been actively involved in addressing social and community needs.

He was awarded Her Majesty’s Golden Jubilee Medal in 2002 for his activities on behalf of Canadian Veterans. In 2003 he was appointed a Member of the Order of Canada for his work in assisting those in need as well as contributing to
institutions working to better the lives of others. In 2012, he received Her Majesty’s Diamond Jubilee for his efforts on behalf of the disadvantaged.

Mr. Caldwell and his wife Dorothy have been married since 1966 and have two sons, Brendan and Theo, and four grandchildren.

Avery Shenfeld:

Avery Shenfeld is Managing Director and Chief Economist of CIBC World Markets Inc. He has been with CIBC since 1993 and is widely recognized as one of Canada’s leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.

Mr.Shenfeld is a four-time winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.

Mr.Shenfeld’s prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard’s John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Mr. Shenfeld holds a PhD in Economics from Harvard University.