FINANCIAL INNOVATION

COLLABORATION FORUM
February 26, 2015 | St. Andrew's Club | Toronto

Join the conversation #FICForum

About OCE

About TFSA

Ontario Centres of Excellence (OCE) drives the

commercialization of cutting-edge research across key
market sectors to build the economy of tomorrow and
secure Ontarios global competitiveness. In doing this,
OCE fosters the training and development of the next
generation of innovators and entrepreneurs and is a key
partner with Ontarios industry, universities, colleges,
research hospitals, investors and governments.

The Toronto Financial Services Alliance (TFSA) is

a unique, publicprivate partnership dedicated to
growing Toronto regions financial services cluster and
building it as a top ten global financial services centre.
Established in 2001, TFSA is a collaboration involving
three levels of government, the financial services
industry and academia.

A champion of leading-edge technologies, best

practices and research, OCE invests in sectors such
as advanced health, information and communications
technology, digital media, advanced materials and
manufacturing, aerospace, transportation, energy
and the environment including water and mining, and
agriculture, agri-food.
OCE is a key partner in delivering Ontarios Innovation
Agenda as a member of the provinces Ontario Network
of Entrepreneurs (ONE). Funded by the Government of
Ontario, the ONE helps Ontario-based entrepreneurs
and industry rapidly grow their company and create
jobs.

Working collaboratively with industry and government,

we build international awareness of the advantages
offered by the Toronto region and we work with financial
services companies from around the world that are
exploring business opportunities in Toronto.
We lead an integrated strategy with three main
objectives:
To set, drive, and execute cross-sector priorities for
the growth of jobs and investment in the Toronto
region financial sector;
To promote awareness of the advantages of Toronto
regions financial services sector and its importance
in order to grow our domestic and international
reputation as a global financial services hub;
To identify and pursue initiatives to sustain
and enhance the competitiveness of Toronto
regions financial sector as an attractive business
environment and location for talent.

oce-ontario.org

To leverage the financial industrys global reputation for

stability, we have established the Global Risk Institute
in Financial Services. To capitalize on Toronto regions
talent advantages, we have established the Centre of
Excellence in Financial Services Education.

Ontario Centres of Excellence is a member of

tfsa.ca

Welcome

Page 3

Welcome
On behalf of Ontario Centres of Excellence, I would like to
welcome you to the Financial Innovation Collaboration Forum.
We are delighted to be hosting this gathering, along with the
Toronto Financial Services Alliance (TFSA), to bring together
select representatives from Ontarios financial institutions, leading
researchers from our colleges and universities, and technology
companies and start-ups interested in innovation in the financial
sector.
This presents an excellent opportunity to begin identifying and
building the working partnerships that can lead to made-inOntario solutions for addressing both individual business needs
and industry-wide challenges.
Todays event is in keeping with the objectives of our recently
formed partnership with TFSA to bring exciting new collaborative
innovation projects to Toronto one of North Americas largest
financial service clusters, second only to New York City.
I hope you find this session to be both informative and
stimulating.
Thank you for your participation.

Dr. Tom Corr

President and CEO
Ontario Centres of Excellence

Page 4

Welcome to the first ever Financial Innovation Collaboration

Forum jointly hosted by Ontario Centres of Excellence (OCE) and
Toronto Financial Services Alliance (TFSA).
Todays event is the first of many joint activities we are
organizing through our recently formed partnership with OCE.
We are bringing together key members of the regions financial
technology ecosystem. Not only will you hear from representatives
from major financial institutions but there will be presentations and
discussions with key researchers from the academic community,
technology start-ups and leaders from local business incubators
and accelerators.
As many of you will know Toronto regions financial services
sector already ranks in the global top ten. However in an
increasingly competitive global market we want to ensure that the
financial industry has access to the most innovative technologies
available locally. We believe that by tapping into local solutions
the financial services sector will not just continue to grow on
the worlds stage but the financial technology ecosystem being
created will attract new businesses, jobs and investment to the
region.
On behalf of TFSA I urge you to make the most of the
opportunities presented today. I am confident that you will walk
away more knowledgeable and inspired to address individual
business needs and industry-wide challenges.
We stand ready to assist you. Thank you for your participation.

Janet Ecker
President and CEO
Toronto Financial Services Alliance

Page 5

Agenda
8:30 am

Continental Breakfast and Networking

9:00 am

WELCOME AND OPENING REMARKS

Kevan Cowan President, TSX Markets and Group Head of Equities, TSX

9:05 am

CHALLENGES AND OPPORTUNITIES IN THE FINANCIAL SECTOR

MODERATOR: Janet Ecker President and CEO, Toronto Financial Services Alliance
PANELLISTS:

Roger Moryoussef Vice President, Application Operations & Services, Sunlife Financial
Avi Pollock Vice President, Innovation and Strategic Planning, RBC
Mark Wai Vice President, Architecture & Strategy, Aviva Canada Inc.
Attila Barta Director, Head of Architecture Wealth Management, BMO
10:05 am

Panel turn-over

10:10 am

ACADEMIC RESEARCH SHOWCASE

MODERATOR: Pat Horgan Vice President, Manufacturing, Development & Operations, IBM Canada
PRESENTERS:

Tom Coleman P rofessor, Combinatorics and Optimization, University of Waterloo; Director,

Waterloo Research Institute in Insurance, Securities and Quantitative Finance
Fei Chiang Assistant Professor, Department of Computing and Software, McMaster University
Juan-Luis Surez Director, The CulturePlex Lab, Western University
Tony Bailetti Associate Professor, Systems and Computer Engineering, Carleton University
Benjamin Alarie Associate Dean and Associate Professor, University of Toronto, Faculty of Law; Project Leader, Blue J. Legal.
11:00 am

Networking Break

11:15 am

STARTUP SHOWCASE
MODERATOR: Paul Howarth Senior Manager, Cisco Investments, Cisco
PRESENTERS:

1QBit Andrew Fursman, CEO

Borrowell Andrew Graham, Founder and CEO
Eidosearch Steven Zhang, Co-Founder and CEO
Tulip Retail Marlon Rodrigues, Head of Marketing
Nymi David Schifman, Director of Business Development
12:15 pm
1:15 pm

Networking Lunch
INCUBATING AND ACCELERATING FIN-TECH COMPANIES
MODERATOR: Tom Corr President and CEO, Ontario Centres of Excellence
PANELLISTS:

Bilal Khan Managing Director, OneEleven

Marcus Daniels Co-Founder and CEO, Highline
Ben Zlotnick Founder and CEO, [IN]cubes
Alan Lysne Managing Director, Ryerson Futures
Adam Nanjee Financial Technology Lead, MaRS Ventures
2:15 pm

OCE PROGRAMS OVERVIEW

Claudia Krywiak Vice President, Corporate Planning & Development, Ontario Centres of Excellence

2:25 pm

CLOSING COMMENTS
Michael Nobrega Chair of the Board, Ontario Centres of Excellence

2:30 pm

Networking

Page 6

Biographies
Tom Corr President and CEO, Ontario Centres of Excellence
Tom Corr is the President and CEO of Ontario Centres of Excellence (OCE) a non-profit organization that drives the commercialization
of cutting-edge Ontario-based research across key market sectors to build the provinces innovation economy and secure its global
competitiveness. Previously, Tom was the CEO of the Accelerator Centre (AC) at the Waterloo Research and Technology Park and Associate
Vice-President of Commercialization at the University of Waterloo (UW) and Director of Commercialization - IT & Communications at the
University of Toronto. His career also includes more than 30 years in the IT sector including positions as Managing Partner at Catalyst
Partnership; founder and CEO of Momentum Systems; founder and CEO of Applied Development Corp., and President of Canadian Data
Processing Corp.
His education includes a Doctor of Business Administration degree from Henley Management College/Brunel University in England, an
MBA from the University of Toronto, and an Advanced Post Graduate Degree in Management Consultancy from Henley Management
College. Tom has also completed his certification as a corporate director by the Institute of Corporate Directors and holds the ICD.D
designation.
Janet Ecker President and CEO, Toronto Financial Services Alliance
Janet L. Ecker is President and CEO of the Toronto Financial Services Alliance (TFSA), a growing public-private partnership dedicated to
building Toronto as an international financial services centre. With government and industry support, she has also established the Global
Risk Institute in Financial Services to leverage the sectors global reputation for stability, as well as the Centre of Excellence in Financial
Services Education to capitalize on the regions talent advantages. The Centre has been recognized by the World Economic Forum as a
best practice in collaborative public-private partnerships.
A former Ontario Finance Minister and the first woman to actually deliver a budget in the province, Ms. Ecker also delivered significant
public policy reforms as the Minister of Education, the Minister of Community and Social Services and Government House Leader. Before
entering public life, Ms. Ecker was the Director of Policy for the Colleges of Physicians and Surgeons of Ontario, the doctors regulatory
body.
She currently sits on a number of boards and agencies and is also a member of the Ontario Finance Ministers Economic Advisory
Panel, the Premiers Advisory Council on Government Assets and C.D. Howe Institutes National Council. A frequent public speaker and
media commentator, she was recognized as one of the Most Influential People in the Worlds Financial Centres by Financial Centres
International in 2010 and received a Canadas Most Powerful Women: Top 100 Award from the Womens Executive Network and the
Richard Ivey School of Business in 2003. In 2014, she received the Excellence in Leadership award from the Transformation Institute
for Leadership and Innovation. In 2012, she received a Queen Elizabeth II, Diamond Jubilee Medal for her public service. Ms. Ecker is also
one of the founders of Equal Voice, a national, multi-partisan organization working to elect more women.
Kevan Cowan President, TSX Markets and Group Head of Equities, TSX
Kevan joined the Toronto Stock Exchanges Canadian Dealing Network in 1997. Prior to that Kevan was a partner in a major Canadian
law firm. Since 1997, Kevan has been closely involved in the transformative changes that have occurred in the Canadian public markets,
serving as Director of the Canadian Dealing Network, Senior Vice President of TSX Venture Exchange, Senior Vice
President, Business Development of Toronto Stock Exchange, and President of TSX Venture Exchange. Kevan assumed his current role in
2008, and is responsible for the equities business of TMX Group, including Toronto Stock Exchange, TSX Venture Exchange, TMX Alpha,
TMX Select, and related trading and issuer services. Kevan is Chair of the Toronto Financial Services Alliance, and on the board of the
Investment Industry Regulatory Organization of Canada (IIROC).

Page 7

Biographies
Roger Moryoussef Vice President, Application Operations & Services, Sunlife Financial
Roger is a 30 year IT executive veteran specializing in Insurance, financial and data domains. Roger held various senior positions in
Application Development, Database Services, Data Management, E-Business and Call Centre Services He currently leads Application
Operations and Services for Sun Life Financial Services
Recognized as an industry leader in Data and Information Management, Roger is accountable for Sun Lifes application operations which
include maintenance, support, business continuity and compliance for all Enterprise Services applications. Roger also leads all aspects
of Information Management Services including data architecture, database management, Business Intelligence Services and Capture,
imaging, workflow including all big data initiatives.
Nominated 5 times and a two time winner of Sun Life CEO award, Roger was awarded McGills highest academic standing. He also
received the prestigious "IBM honours award" and is a winner of several external innovation industry awards in data with the most recent
being an innovation award for the industrys best data integration solution. Rogers designations include Fellow of the Life Management
Institute (FLMI) which he earned with Distinction. An avid golfer and reader, Roger has two children and lives in Richmond Hill Ontario.
Avi Pollock Vice President, Innovation and Strategic Planning, RBC
Avi Pollock has more than 20 years of experience as both an entrepreneur and intrapreneur. He has a strong track record of successfully
building early-stage companies and implementing transformational initiatives in large, complex, multi-stakeholder organizations.
As RBCs Vice President, Innovation and Strategic Planning, Avi leads a team of 30 and is the lead strategist for RBCs global Technology
and Operations (T&O) organization. He also spearheaded the creation and rollout of RBCs enterprise social network - branded RBC
Connect. His Applied Innovation team has an enterprise-wide mandate to stimulate innovative activity by identifying and validating
emerging technologies and opportunities that have the potential to drive client value and differentiate RBC from its competitors.
Prior to joining RBC, Avi held executive roles in sales, business operations, and acquisition strategy for technology companies in start-up
and growth phases. He previously held the position of EVP, Professional Services for a TSX-listed technology company.
Avi is a frequent speaker and interview guest on topics including: Building an innovative culture, Creating a social enterprise, Mobile
commerce and The future of the CIO
He is also active in charitable and community causes, including: Hillel of Greater Toronto, JDRF, Public Service Advisory Board for Canadas
Networks of Centres of Excellence, RBCs Social Finance initiative
Avi has a Bachelors Degree in Political Science from University of Western Ontario, is a graduate of the joint LLB-MBA program at York
Universitys Osgoode Hall Law School and Schulich School of Business. Avi resides in Toronto, Canada with his wife and two sons.
Mark Wai Vice President, Architecture & Strategy, Aviva Canada Inc.
Mark Wai is a Vice-President at Aviva Canada, responsible for the Architecture, Digital and Enterprise Information Management. Reporting
to the EVP of Aviva Canada, Mark oversees program strategy, execution and alignment between IT, business, enterprise projects and Aviva
Group (based in UK).
Prior to joining Aviva, Mark spent 20+ years in the financial and insurance industry with strong focuses on large scale business
transformation, business-aligned technology strategy, enterprise architecture and business application development. Working closely with
IT and business stakeholders, Mark has helped several large corporations successfully align their business, operations and technology
environments with track records of resulting in improved business profit, increased customer satisfaction and increased operational
efficiency. In addition to corporate work, Mark also spent two years running a family business in the retail, luxury market.
Mark has worked in many diverse industries and has extensive international experience. In particular, Mark has spent more than a decade
working in US as a senior IT technologist and business executive.
Mark has a Computer Science degree from Carleton University and a MBA degree from Ivey School of Business, University of Western
Ontario. Mark is an avid endurance athlete and has run multiple marathons including the prestigious Boston Marathon.
Mark has experience serving as a director on several Boards, both in public and private sector, most recently Ontario Puma Foundation
(non-profit) and a private equity fund that develops commercial real estates.

Page 8

Attila Barta Director, Head of Architecture Wealth Management, BMO

Attila Barta is a technology executive specialized in enterprise architecture and enterprise data management for Financial Services,
Telecom, Healthcare and Government. Dr. Barta is a transformational element with excellent track record in setting up IT organization and
moving them into operational phase as well as transforming existing IT organizations into high-performing operations.
Dr. Barta is technology thought leader with a background in computer science research providing organizations with technology guidance
for near and long term; establishing organizations to be on the wave of change in the 3.0 business environment, enabling them technology
competitive advantage and providing them new business and market share opportunities. Dr. Barta is the founder of one of the first web
shopping portals WebCat (1998), co-founder of EXIP - Executive Information Portal (2000) a social media collaboration tool for executive
advisers based on semantic modeling and web collaboration, co-founder of ToX The Toronto XML Server (2001), a native XML dbms
as well as co-author of TurboXPath (2002), a stream query engine. Dr. Barta made significant contribution to IBM intraGrid (2004), a
precursor of the cloud computing.
Pat Horgan Vice President, Manufacturing, Development & Operations, IBM Canada
Pat leads business operations for IBM Canada including CIO, Supply Chain, Real Estate, Procurement, Corporate Citizenship and
Government Programs. In addition, he provides leadership to the IBM Software Lab organization and the Microelectronic Manufacturing
Plant in Bromont, Quebec. Both of these are the largest of their kind in Canada, holding world mandates.
Pat participates on many Boards, including being 2013s Chair of the Canadian Chamber of Commerce, also on the Canadian Council of
Aboriginal Business, the Ontario Brain Institute, NRC Emerging Technologies, SSHRC and Research Matters. He also is on the board of
local organizations such as York Region HR Council and Southlake Regional Health Centre.
Pat is an Ivey Business School graduate and holds a CPA designation.
Juan Luis Surez Director, The CulturePlex Lab, Western University
Prof. Juan Luis runs the CFI-funded CulturePlex Lab at Western U. His background includes a PhD in Philosophy, a PhD in Literature, and a
Global Executive MBA (IE Business School).
His research deals with lean big data, human behaviour, digital innovation, cultural analytics, creativity and entrepreneurship. He is an
international speaker and consultant on issues related to digital strategy, the digital revolution and its impact on organizations, and 360
digital view of the customer.
He is the co-founder of startups MilaoLanguage and SylvaDB, a lean big data solution that gives the power of big data to the domain
expert.
He has numerous articles and books on several areas of research, and he has been the recipient of awards like the Polanyi Prize, the Early
Research Award of the Government of Ontario, the Leaders Award of CFI, and several grants by SSHRC, Ontario, and Western U.
Tony Bailetti Associate Professor, Systems and Computer Engineering, Carleton University
Tony Bailetti is the Director of Carletons Technology Innovation Management program (www.carleton.ca/it), Chair of the Lead to Win
Council and Executive Director (Acting) of the VENUS Task Group. He holds a joint appointment in the Eric Sprott School of Business and
the Department of Systems and Computer Engineering at Carleton University, Ottawa, Canada.
Tony was presented with the 2011 Ottawa Innovation Community award from the Ottawa Centre for Research and Innovation (OCRI).
Tonys research, teaching, and community contributions support the ecosystem approach to innovation for the purpose of creating
technology jobs, launching and growing technology companies, and attracting investment.
Tony has published in Research Policy, IEEE Transactions on Engineering Management, Journal of Product Innovation Management, and
R&D Management. He has supervised over 60 graduate level theses and projects.
Tony Bailetti was born and raised in Peru. He received his M.B.A. and Ph.D. degrees in 1973 and 1976 respectively, from the University
of Cincinnati. Tony joined Carleton University in 1979. Today he is a proud 34-years Carleton veteran and Ottawa resident. Tony has four
children and six grandchildren. They are the treasures of his life.

Page 9

Biographies
Fei Chiang Assistant Professor, Department of Computing and Software, McMaster University
Fei Chiang is an Assistant Professor in the Department of Computing and Software, Faculty of Engineering, and is the Associate Director
of the MacData Institute at McMaster University. Her research interests are broadly in the area of data management, with a focus on data
quality, text mining, data privacy, and information extraction. She received her M. Math from the University of Waterloo, and B.Sc and PhD
degrees from the University of Toronto, all in Computer Science. She has worked at IBM Global Services, in the Autonomic Computing
Group at the IBM Toronto Lab, and in the Data Management, Exploration and Mining Group at Microsoft Research.

Tom Coleman Professor, Combinatorics and Optimization, University of Waterloo; Director,

Waterloo Research Institute in Insurance, Securities and Quantitative Finance
Professor Thomas F. Coleman holds the Ophelia Lazaridis University Research Chair at the University of Waterloo. The focus of this chair
is on the design of efficient optimization methodologies targeted to a variety of scientific and industrial applications. In addition, Coleman
is the director of WATRISQ, an institute comprised of quantitative and computational finance researchers over 40 faculty members and
their associated graduate students spanning several Faculties at the University of Waterloo.
From 2005 to 2010 Coleman served as the dean of the Faculty of Mathematics at the University of Waterloo. He was one of the two
founding deans of the UW campus in the UAE.
Prior to 2005 Coleman was a professor of computer science at Cornell University; he was a faculty member in the Computer Science
Department at Cornell University for 24 years, 1981-2005. In the period 1998-2005 he was also the director of the Cornell Theory
Center (CTC a supercomputer applications center). Coleman founded and directed CTC-Manhattan, a computational finance academicindustry-government venture located at 55 Broad Street in New York.
Coleman is the author of two books on computational mathematics, the editor of six proceedings, and has published over seventy journal
articles in the areas of optimization, applications, automatic differentiation, parallel computing, and computational finance. Coleman
is currently on the editorial board of several professional journals. Coleman had developed, with colleagues, both freely-available and
commercial software for optimization use and application.
Benjamin Alarie Associate Dean and Associate Professor, University of Toronto, Faculty of Law,
Project Leader, Blue J. Legal, Using IBMs Watson to Master Canadian and
International Tax Law
Benjamin Alarie, M.A. (Toronto), J.D. (Toronto), LL.M. (Yale), is a professor and Associate Dean, First Year Program at the Faculty of Law of
the University of Toronto. He researches and teaches principally in taxation law and judicial decision-making. Before joining the Faculty in
2004, Professor Alarie was a law clerk for Madam Justice Louise Arbour at the Supreme Court of Canada. Professor Alarie convenes the
James Hausman Tax Law and Policy Workshop at the law school and recently completed a three year term as President of the Canadian
Law and Economics Association. His publications have appeared in numerous academic journals, including the American Business Law
Journal, the British Tax Review, the Canadian Business Law Journal, the Canadian Tax Journal, the Osgoode Hall Law Journal and the
University of Toronto Law Journal. His research has been funded by the Social Sciences and Humanities Research Council, the Canadian
Foundation for Innovation and the Ontario Ministry of Research and Innovation. He is coauthor of several editions of Canadian Income Tax
Law (LexisNexis) and was awarded the Alan Mewett QC Prize for Excellence by the JD class of 2009.
In 2012, Professor Alarie led the facultys adoption of a new JD grading system, in which the law school community decided to replace
its legacy grading system with a modified honours-pass-fail system (student reception of the change). In 2013, as co-chair of the
JD admissions committee, he led reforms to the JD admissions process to make the system more sensitive to differences in the
quality of applicant prepration for the study of law and to be more proactively inclusive of students with varied personal experiences
(student reception of the change and other coverage). In 2014, as co-chair of the law schools curriculum committee, he helped lead a
successful effort to transform the first year of the JD program. As Associate Dean, First Year Program, Professor Alarie is overseeing the
implementation of the new first year curriculum in the 2014-2015 academic year (details).

Page 10

Paul Howarth Senior Manager, Cisco Investments, Cisco

Paul joined Cisco in 2004 and has held various roles in Sales, Partner Operations, R&D and Innovation. In these roles he was part of the
key product launches in IP Communications, Collaboration and Data Centre.
Prior to joining Cisco Paul operated a managed services business focusing on SMB customers, and spent 16 years with Bell Canada in
Operations, Customer Service and Sales.
In his current role Paul is part of Ciscos Corporate Investment team focused on Canadian investment opportunities and helping to grow an
ecosystem of enterprise and industrial internet startups.
Before joining Ciscos Corporate Investment team Paul was Canadas R&D and Innovation Development Manager responsible for
increasing Ciscos relevance to Canadians, and Canadas relevance to Cisco, through R&D and Innovation partnerships with Governments,
Universities and the Private Sector.
1QBit Andrew Fursman, CEO
Andrew is the CEO and Co-founder of 1QB Information Technologies (1QBit), the worlds first software company dedicated to producing
applications for commercial quantum computers.
Andrew studied Economics at the University of Waterloo and Philosophy and Political Science at the University of British Columbia prior to
completing post-graduate programs in Technology Studies at Singularity University and Financial Engineering at Stanford University.
Andrew was a founding partner at Vancouver-based VCC firm Minor Capital, co-founder of Satellogic
Nano-Satellites, and co-founder of Cloudtel Communications.

Borrowell Andrew Graham, Founder and CEO

Andrew is co-founder and CEO of Borrowell, a Canadian marketplace lending platform serving consumers with good credit scores. He
leads a dynamic team dedicated to bringing better rates and service to borrowers as well as attractive returns to investors.
Before founding Borrowell, Andrew led the insurance business at PC Financial. During his tenure, the business saw record growth and
became a leader in online sales. He has also held roles in corporate strategy and mergers and acquisitions. He graduated with an MA from
the University of Edinburgh and an MBA from Harvard Business School.

Eidosearch Steven Zhang, Co-Founder and CEO

Steven is an internationally renowned expert in information processing technologies. He is also a Professor of Electrical and Computer
Engineering and Professor of Finance, Ryerson University. He is the Founding Director of Communication and Signal Processing
Applications Laboratory (CASPAL), and has served as Program Director of Graduate Studies, Ryerson University. Steven is an Associate
Editor for IEEE Transactions on Signal Processing, IEEE Transactions on Circuits and Systems for Video Technology, IEEE Transactions on
Multimedia, IEEE Signal Processing letters and Journal of Multimedia.
Steven received a B.S. and Ph.D. in electronic engineering from Tsinghua University, and holds an MBA (with Honors) in Finance,
Economics and Entrepreneurship from the University of Chicago Booth School of Business. His expertise is in the areas of signal
processing, multimedia content analysis, computational intelligence and pattern classification, and applications in bioinformatics, finance,
and marketing. He holds several US patents and has published extensively in top academic journals. He has working experiences in both
high-tech industry in Silicon Valley and hedge fund industry in New York. He frequently consults for biotech companies and investment
firms. He is a registered Professional Engineer in Ontario, Canada, a Senior Member of IEEE and a member of Beta Gamma Sigma Honor
Society. He is the general chair for MMSP15, the publicity co-chair for ICME06 and program co-chair for ICIC05 and ICIC10. He served
as guest editor for Multimedia Tools and Applications, and the International Journal of Semantic Computing. He is a tutorial speaker in
many international conferences such as ACMMM2011, ISCAS2013, ICIP2013 and ICASSP2014.

Page 11

Biographies
Tulip Retail Marlon Rodrigues, Head of Marketing
Marlon is Head of Marketing at Tulip Retail, where he works with retailers and partners to define the store experience of the future.
He was previously in Marketing leadership roles at 500px and Polar. Marlon is an Alumnus of the University of Waterloo.
More information on Tulip Retail can be found at tulip.io.

Tulip
Retail
Nymi David Schifman, Director of Business Development
David Schifman joined Nymi to improve the world through the use of technology. Before joining Nymi, David had 15 years of experience
at RIM/BlackBerry and Palm in North America, Europe, the Middle East and Africa. He managed key account relationships and built high
performance sales and product teams, with expertise in product management, marketing, telecommunications, hardware and mobile
technology.

Bilal Khan Managing Director, OneEleven

Bilal Khan is the Managing Director of OneEleven. OneEleven is focused on building a community of high potential, data-driven
entrepreneurs, by providing them with the resources and support to scale their technologies.
Previous to this, Bilal acted as the Director of Policy and Senior Advisor to three consecutive Ministers of Economic Development, Trade
and Innovation for the Province of Ontario, where he was responsible for establishing and implementing policies to help advance Ontarios
economy. A lawyer by profession, Bilal spent his early career practicing corporate and securities law, first at a full-service business law
firm, then as legal counsel to a multi-national financial institution. Early in his career Bilal worked on a project with the United Nations
focused on corporate social responsibility.
Marcus Daniels Co-Founder and CEO, Highline
Marcus Daniels is a startup accelerator leader, digital product entrepreneur, seed capital investor and corporate innovation platform
architect who helps new ventures succeed in global markets.
He is Co-founder and CEO of HIGHLINE, a VC-backed acceleration platform that helps digital startups achieve product-market fit and
global connectivity. He is also Founder & Executive Chairman of MeshSquared Ventures, an investment education company and a Limited
Partner (LP) investor in the Rothenberg Ventures Fund based in San Francisco.
Previously, Marcus was the Managing Director of Extreme Startups, a VC-backed startup accelerator; former COO at TrendHunter.com, the
worlds #1 Trendspotting website; and an innovation partner to Fortune 500 brands.
Recipient of the 2014 Notable award for Entrepreneurship, his board of director experience includes HIGHLINE, Canadian Association
Business Incubation, Extreme Startups and Youth In Motion (Canadas Top 20 Under 20). He holds an MBA from Queens School of
Business and has completed the Venture Capital Executive Program from Haas School of Business, UC Berkeley.
Ben Zlotnick Founder and CEO, [IN]cubes
Ben brings a wealth of brick & mortar business knowledge to an industry of over-inflated valuations. His grooming of execs & building of
early-business infrastructure, results in success. With a Business Degree from York, Ben built one of Torontos most successful Landscape
& Construction Companies. Having launched several startups, hes made the prestigious Profit100 Guide for 4 consecutive years. Having
been on both sides of the table as founder & as an accredited angel investor, Ben brings connections to both Investors, Government,
Brands & Startups.

Page 12

Alan Lysne Managing Director, Ryerson Futures

Alan has been a co-founder, CEO, CTO, and COO of a number of technology businesses, and has been working with startups for well over
a decade.
Currently, Alan is Managing Director at Ryerson Futures Inc., a technology accelerator connected to the Digital Media Zone, that invests
seed capital into early stage companies.
Previously, Alan was the CEO of a venture-backed mobile company called Cascada Mobile that was acquired by Monitise (LSE: MONI).
Alan was also co-founder and CTO of Davinci Technologies, the first web based bill presentment company, with a global customer base
of mobile operators. Davinci was acquired by Comverse Technology (NASDAQ:CNSI) where Alan served as an Executive Director and led a
global team in the U.S., Canada, France, India and China.
Alan started his career as a consultant with Accenture, and holds an undergraduate degree in Electrical Engineering from Queens
University.
Adam Nanjee Financial Technology Lead, MaRS Ventures
Adam Nanjee is the lead for the financial technology cluster at MaRS. Adam brings an extensive background in digital payments and
financial technology infrastructure to MaRS, and is actively involved in Torontos startup, venture capital and accelerator communities.
Adam joined MaRS from MasterCard Canada, where as vice president of business development in emerging payments, he drove
the companys strategy and partnerships in the digital payment space. Additionally, Adam was a member of MasterCards corporate
development and competitive intelligence groups where he was responsible for identifying Canadian-based startups within the financial
technology vertical for investment and acquisition opportunities. Prior to MasterCard, Adam held the position of Global Head of Social
Networking Partnerships at BlackBerry. Spending a majority of his time in Silicon Valley, Adam was responsible for the overall strategic
direction and relationship between BlackBerry and various global social networking companies including Facebook, Twitter and LinkedIn.
Previously at BlackBerry, Adam led the eCommerce partnerships group, developing partnerships with Amazon, eBay and Visa.
Adam holds an MBA from Wilfrid Laurier University, and holds an honours engineering degree in computer and systems engineering from
the University of Guelph.
Claudia Krywiak VP, Corporate Planning & Development, Ontario Centres of Excellence
Claudia Krywiak is the Vice President, Corporate Development, Planning and Strategic Initiatives for the Ontario Centres of Excellence,
a not-for-profit organization that drives economic growth through the commercialization of leading edge discoveries and the support of
industrially relevant R&D.
Prior to joining OCE, Claudia held the position of Vice-President, Business Development (Ontario) at Mitacs, a national organization linking
academia, industry and the public sectors to develop new tools to support the growth of Canadas knowledge economy.
Claudia received her Ph.D. in Chemistry from the University of Toronto in 2003 and worked for Bruker BioSpin, a world leader in Nuclear
Magnetic Resonance (NMR) technology.
Michael Nobrega Chair of the Board, Ontario Centres of Excellence
Michael Nobrega has been Chair of the Board of Directors of Ontario Centres of Excellence (OCE) since 2012, previously serving as a
member since 2007. He is former President and CEO of the Ontario Municipal Employees Retirement System (OMERS), one of Canadas
largest pension plans with more than $50 billion in assets. In mid-2014, Ontario Premier Kathleen Wynne appointed Mr. Nobrega and
former Prime Minister Paul Martin to an advisory panel tasked with helping to establish the new Ontario Retirement Pension Plan.
A veteran financial and investment executive with more than 30 years experience, he previously served as President and CEO of Borealis
Infrastructure Management Inc., an investment entity that originated and structured infrastructure investments. Prior to Borealis, Mr.
Nobrega was a partner at a major international accounting firm.
Mr. Nobrega holds an Honours BA from the University of Toronto, where he received the Arbor Award for outstanding community service.
He also holds a chartered accountancy designation from the Institute of Chartered Accountants of Ontario and the Canadian Institute of
Chartered Accountants. In 2009 Mr. Nobrega was named a Fellow of the Institute by the Institute of Chartered Accountants of Ontario
the highest designation the Institute confers and which recognizes outstanding career achievements as well as excellence in service to the
community and the profession.

Page 13

Showcase Companies
DLS Technology Corporation
DLS Technology Corporation is an IT System Integration Service and Product Development company based in Ottawa, Ontario,
Canada. Our primary focus is building value-added solutions for SMBs, large enterprises, and public sector clients. We specialize in
secure remote access, secure virtualization, and secure end device technologies. Our corporate mission is to be the value-added
solution provider and the trusted advisor that customers have the desire and confidence to turn to for a productive long-term business
relationship. dlstech.com

inBay Technologies
inBay provides high performance, web-scale solutions for passwordless authentication and authorization. We improve business efficiency
by eliminating the need for passwords. Passwords are not transmitted over the Internet or stored on an organizations server. Users
possess and control their credentials.
Organizations are assured that any access or transaction will have been performed by trusted users of their services, reducing fraudulent
activities. With our convenient Scan-to-Unlock feature, there is no need to struggle with numerous, complex passwords.
inBay provides a subscription based Trust as a Service (TaaS) offering that interworks with an organizations existing service to provide
a layer of enhanced security. The service is hosted in facilities that offer Service Level Agreement (SLA) of 100% on high availability
infrastructures. inBays Trusted Services Platform supports hundreds of millions of authorizations per day. There are no capital
expenditures: you pay for what you use. inbaytech.com

InteraXon
InteraXon is a leader and innovator in the field of brain sensing technology, designing transformational experiences such as the 2010
Winter Olympics installation where visitors controlled the lights on Niagara Falls and CN Tower with the power of their minds.
InteraXons first consumer product Muse: the brain sensing headband, detects and measures brain activity just as a heart monitor
measures pulse, allowing users to understand and improve their minds and their lives. interaxon.ca

iThink Security
I Think Security Ltd. is an award winning cyber security lab.
It financial product, LOQ provides information and communication security anywhere, anytime and on any device. LOQs enabling
technology, drive new revenues, reduce risk exposure and support compliance efforts.
Popular features include private share (recipients cannot copy, save or forward a document) and geo-fencing to support cross border
activities. ithinksecurity.com useloq.com

Limelight
Limelights new live marketing automation tool is disrupting the experiential marketing space by turning engagements into leads and
sales, in person, and online limelightplatform.com

movantum INC.
Movantum enables the sharing of private data via an owner controlled, secure Consent Management System. Our consent management
tools provide efficient methods for implementing privacy policies, sifting through collected data and auditing transactions. Healthcare is
our initial proving ground for a technology with broad applications, including the financial industry. Opportunities for innovative financial
service products could result from controlled sharing of account information, purchase histories, tax planning inputs, or power of attorney
details. Controlled data is shareable data. movantum.com

Physicalytics
Currently there's no accurate way for experiential marketing companies (XM) to report back to their brand clients how many impressions
and engagements their campaign received. Physicalytics, LiveGauge product tracks how many people engaged the marketing booth,
how many people were exposed to the brand, and what the average engagement time the marketing event was able to achieve between
the consumer and the brand. physicalytics.com

Platinum Axis
Our vision is to revolutionize nightlife, by connecting people to the best local events and empowering them with a VIP experience. We
achieve this through our free mobile app called Eve Tab. Our revolutionary technologies allow us to know which nightclubs, bars, and
lounges are most popular in real-time. Purchasing an individual $50 Eve Tab at a partnered nightclub allows a patron to skip the lineup,
get in for free and redeem all $50 at the bar for drinks. evetab.com

Sensibill
Sensibill is a receipt management platform that allows customers to access their purchase receipts directly from their bank accounts.
getsensibill.com

Page 14

Participants
Naveen Aggarwal
VP
Signority
Business Development

Rajiv Chatterjee
Founder/CEO
Readyportal

Nicolas Dinh
VP, Business Leader
MasterCard
Emerging Payments

Balinder Ahluwalia
Director of Corporate Strategy & Business Planning
PC Financial

Yan Chen
Industrial and Commercial Bank of China (Canada)

Farouk Dossa
Account Executive
Architech

Benjamin Alarie
Associate Dean, Faculty of Law
University of Toronto

Rebecca Cheng
Industrial and Commercial Bank of China(Canada)

Greg Doucette
CFO
Screaming Power

Don Aldridge
Research executive
IBM Canada Ltd.

Fei Chiang
McMaster University

Victor Dudemaine
AVP-Data&Bus Intelligence Service
Sun Life Financial
Application Operations & Service

Anteneh Ayanso
Associate Professor of Information Systems
Brock University
Goodman School of Business

Nahyan Chowdhury
Director of Sales
Readyportal
Business Development

Janet Ecker
President and CEO
Toronto Financial Services Alliance

Tony Bailetti
Associate Professor, Systems & Computer Engineering
Carleton University

Thomas Coleman
Professor, Director of WatRISQ
University of Waterloo/WatRISQ
WatRISQ

Michael Eckler
Moneris Solutions

Allison Barr
Director
Ministry of Research and Innovation
Research Branch

Kyle Collier
Co-Founder and CEO
Eve Tab

John Fielding
Regional Director
Ontario Centres of Excellence

Attila Barta
Director, Head of Architecture Wealth Management
BMO FG
Enterprise Architecture

John Connolly
Professor & Department Chair
McMaster University
Linguistics

Paula Fletcher
Events Manager
InteraXon
Marketing

Ayse Bener
Professor and Director of Big Data
Ryerson University
Office of the Provost and Vice President Academic

Heather Cooke
Director, Institutional Clients
Unigestion Asset Management (Canada) Inc.

David Fransen
Executive in Residence, Global Partnerships
Ontario Centres of Excellence

Amit Bhatia
Manulife Financial

Peter Coppin
Assistant Professor
OCAD University
Faculty of Design

Lenny Freilich
Business Development Manager
Ontario Centres of Excellence
High Performance Computing

Ben Bittrolff
CEO
Silqe. Inc.

Tom Corr
President and CEO
Ontario Centres of Excellence

Cindy Fukakusa
VP IT and Physical Infrastructure
The Royal Bank of Scotland plc, Canada Branch
IT and Office Admin.

Eric Boehm
Borden Ladner Gervais LLP

Kevan Cowan
President, TSX Markets and Group Head of Equities
TMX Group
Equities Trading

Sonya Furdyk
Associate Marketing Manager
Juice Mobile

Dmitry Bogachev
Director, Investment IT Architecture
Ontario Teachers Pension Plan

Marcus Daniels
Founder/CEO
HIGHLINE
HIGHLINE

Andrew Fursman
CEO
1QBit
Quantum Computation

Paul Bowes
Thomson Reuters

Michele Davies
Director, Partnerships Development
Ontario Centres of Excellence
Corporate Planning and Development

Phil Gene
Senior Manager Mobile Payments & Emerging
Commerce
PC Financial

Ross Bradsen
Director Business Development
Ontario Centres of Excellence

Emily De Rocher
Business Architect
Aviva Canada
IT

Ayodele George
MasterCard

Tom Camps
President
ChangeJar Inc.

Brad DeFoe
Strategic Policy Advisor
Ontario Ministry of Research and Innovation
Commercialization Branch

Nirvana Champion
Economic Development Officer
City of Toronto

Sara Diamond
President
OCAD University
President's office

Paul Gordon
Senior Manager
Credit Union Central of Canada
Payments
Jeffrey Graham
Partner
Borden Ladner Gervais LLP

Page 15

Participants
Andrew Graham
CEO
Borrowell

Raed Kadri
Business Development Manager
Ontario Centres of Excellence

Rob Maurin
VP Brand Engagement
Wave (Wave Accounting Inc.)

Ted Graham
Innovation Leader
PwC

Nav Kaur
Business Development Manager
Ontario Centres of Excellence
Southwestern Ontario

Peter McFadzean
Manager, Partnerships
Ontario Centres of Excellence
Corporate Planning and Development

Elisha Gray
Quantify Labs Inc. o/a Street Contxt

Siavash Kazemian
PhD Student
University of Toronto
Computer Science

Gary Michor
CEO
Screaming Power

Mario Grech
Entrepreneurial Initiatives
University of Toronto
Department of Computer Science

Paul Kempf
Co-Founder & CEO
Movantum Inc.

Ellen Mary Mills

Director, External Relations & Special Projects
Insurance Bureau of Canada
Policy Development

Corey Gross
CEO
Sensibill Inc.
Sensibill Inc.

Bilal Khan
Managing Director
OneEleven

Mitra Mirhassani
Associate Professor
University of Windsor
Electrical Engineering

Darren Hannah
Canadian Bankers Association

Geoffrey King
Director, Financial Services Industry
Cisco Systems Canada

Ali Miri
Research Director Big Data and Privacy Institute
Ryerson University
Computer Science

David Harrison
Consultant
CIBC
CDO

Craig Klassen
Director
Scotiabank
Business Innovations Group

Hindal Mirza
Senior Business Development Manager
Ontario Centres of Excellence

J. Paul Haynes
CEO
eSentire Inc.

Helen Kontozopoulos
Outreach & Innovation Director, Lecturer
The University of Toronto
Department of Computer Science

Brent Mizzen
Director, Policy Development
CLHIA

Ed Heffer
Director
Citi

Claudia Krywiak
VP, Corporate Planning & Development
Ontario Centres of Excellence

Amit Monga
Managing Director
Sarapoint Global

Matthew Hobbs
VP Business Development & Marketing
Toronto Financial Services Alliance

Aimee Lazarus
Director of Communications and Digital Marketing
Moneris

Ali Reza Montazemi

Professor
McMaster University
DeGroote School of Business

Pat Horgan
VP, Manufacturing, Development & Operations
IBM Canada

Alberto Leon-Garcia
CEO
Janus Cloud Systems

Roger Moryoussef
VP, Application Operations & Services
Sun Life Financial
Application Services

Paul Howarth
Senior Manager, Cisco Investments
Cisco

Alfonso Licata
Entrepreneur in Residence
Deloitte

Vic Moschitto
VP, Customer Insights & Analytics
Scotiabank
Customer Knowledge & Insights

Huaxiong Huang
Associate Director
Fields Institute
Industry Liaison

Azim Lila
Senior Manager
President's Choice Financial
Digital Strategy

Adam Nanjee
Financial Technology
MaRS Ventures
MaRS

Peter Husar
VP - Office of the CDO
TD Bank Group

Brendan Livingstone
Analyst
CIBC
Chief Data Office

Michael Nobrega
Chair of the Board
Ontario Centres of Excellence

Rick Hyde
President & CEO
Ticoon Technology Inc.

Jacoline Loewen
Director
UBS Bank (Canada)
Private Wealth Management, Ontario

Brian O'Donnell
Executive Vice-President & Chief Data Officer
CIBC
Chief Data Office

Mohamed Ibnkahla
Professor
Queen's University
Electrical and Computer Engineering

Fletcher Lu
Assistant Professor
University of Ontario Institute of Technology
Faculty of Business and Information Technology

Joseph Orozco
Executive Director
Hatchery University of Toronto
Faculty of Applied Science and Engineering

Sebastian Jaimungal
Professor
University Of Toronto
Statistical Sciences & Maybe Finance Program

Alan Lysne
Managing Director
Ryerson Futures

Susan Pape
Communications Associate
Global Risk Institute
Membership and Communications

Cedric Jeannot
CEO
I Think Security Ltd.
I Think Security

Kendra MacDonald
Partner
Deloitte

Lucie Payette
Sr. Operations Manager
Lloyd's Canada

Page 16

Gerald Penn
Professor
University of Toronto
Computer Science

Adrian Seto
Toque Business Solutions

Kai Wang
Deputy Head
China Construction Bank Toronto Branch
Operation

Andrew Persaud
Events
InteraXon
Marketing

Phil Sham
Toque Business Solutions

Stuart Webster
Analyst
CIBC
Chief Data Office

George Platsis
Chief Administrative Officer
Security Resilience Intelligence (SRI) Professionals

Eric She
President
DLS Technology Corporation

Joseph Weinberg
CEO
Crypto Capital Corp.

Avi Pollock
VP, Innovation and Strategic Planning
RBC

Prabhdeep Sidhu
Sr. Manager, Emerging Mobile Payments
Mastercard

Sibyl Weng
Operations Manager
DLS Technology Corporation

Dave Purewal
Sen. Sector Policy Advisor
Ministry of Economic Development, Employment and
Infrastructure
Sector Strategy Branch

Daniel Sin
CTO
Ingle International
IT

Anne Wettlaufer
Vice President
Ontario Centres of Excellence
Marketing, Communications and Public Affairs

Bobby Singh
CISO
TMX

Barbara Whitmer
Project Manager
Centre for Information Visualization and Data Driven
Design (CIVDDD)
Lassonde School of Engineering

Balinder Rai
Business Development Manager
Ontario Centres of Excellence
Jack Rando
Managing Director
Investment Industry Association of Canada
Ian Richardson
VP Sales
Limelight Platform
Sales
Marlon Rodrigues
Head of Marketing
Tulip Retail
Marketing
Cory Rosenfield
Cofounder
Qoints
Marta Rzeszowska
Technology Platform Manager
Moneris Solutions
Front-End Platforms & Integrations
Suzanne Salvatori
Director, R&D
Allstate Canada Group
Enterprise Risk Management
Ranjit Sarai
Director
PC Bank
Digital Strategy
David Schibli
General Manager
BFI
David Schifman
Director Business Development
Nymi
McKinnon Scott
Senior Sector Policy Advisor
Ontario Ministry of Economic Development, Employment,
and Infrastructure
Sector Strategy Branch
Sam Seo
Co-Founder
Physicalytics

Graham Smith
Senior Policy Advisor
Investment Funds Institute of Canada
Alkesh Sood
Director, Criminal Risk Analytics
BMO Financial Group
Investigation and Security Services
Michael Stewart
Business Development Executive
Invest Toronto
Juan-Luis Suarez
Director
Western U.
The CulturePlex Lab
Hiroyasu Sudo
Manager
Mizuho Bank, Ltd.
Canadian Corporate Banking Department. 1
Kemal Tepe
Associate Professor
University of Windsor
Electrical and Computer Engineering
Ahmad Thobani
Tab Payments

Lara Torvi
MaRS

Ihor Wons
Executive Assistant to Councillor Thompson
City of Toronto
City Hall
David Woolley
Vice President
Scotiabank
Central Processing Technology
Stan Xavier
CEO
inBay Technologies Inc.
inBay Technologies Inc.
Simon Zhang
Managing Enterprise Architect
BMO Financial Group
Xiao-Ping (Steven) Zhang
EidoSearch

Emily Zhang
Consultant
Eve Tab
Business Development
Fredrick Zhou
Co-Founder & CEO
Nvest
Ben Zlotnick
Founder
Incubes

Rebecca Tran
Business Development
Ontario Centres of Excellence
Ron Van Holst
Director, Research Development, HPC
Ontario Centres of Excellence
Business Development Operations
Susan Viegas
Senior Advisor, Financial Services Sector
City of Toronto
Economic Development
Mark Wai
VP-Architecture & Strategy
Aviva Canada
IT

Page 17

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Page 19

2015

Celebrating 10 Years of Innovation

Canadas leading innovation-to-commercialization conference

showcasing leading-edge technologies, best practices and research

APRIL 27-28, 2015

REGISTER
NOW

Metro Toronto Convention Centre

LIVE PITCH
COMPETITIONS

400+

exhibitors

EARLY BIRD
RATES END
MARCH 30, 2015
ASK
EXPERT
ASK
ANAN
EXPERT

2,600+
attendees

PRODUCT
LAUNCHES

100+
young

#ocediscovery
join the conversation

SPECIAL GUESTS

HIGH SCHOOL
COMPETITION

100+

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INNOVATORS

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delegations

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DEMOS

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Come to Discovery and see how bright the future is!

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