CIBC Mellon Industry Perspectives

The second of our two-part roundup of a discussion on the impacts of artificial intelligence on investment operations hosted by CIBC Mellon, Accelex, and Meradia, featuring 30 senior leaders from Canadian pension plans, asset managers and insurance companies.     Topics discussed in this episode include governance and risk, the shifting vendor oversight landscape as institutions seek to modernize their data protection and usage standards, the need to advance policy frameworks at both the institutional and societal level, AI impacts on human capital, and the outlook for the future. Participants: • Dr. Brian Charles, Head of Silver Lead Technology Advisors & director of MIT's executive AI and business strategy course via 2U/edX • Philip Mortimer, Chief Technology Officer, Accelex • Brian Buzzelli, Head of Data Practice, Meradia • Mike Plantinga, Vice President, Enterprise Security, CIBC Mellon • Hosted by Brent Merriman, Vice President, Marketing and Strategic Insights, CIBC Mellon This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and provides general information only and neither the presenter nor CIBC Mellon nor any other person are, by means of this presentation, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services.  This presentation is intended for general informational purposes only. It may not be regarded as comprehensive nor as a substitute for professional advice.  Before taking any particular course of action, contact your professional advisor to discuss these matters in the context of your particular circumstances.  Neither the presenter nor CIBC Mellon accept responsibility for any loss or damage occasioned by your reliance on information contained in this presentation.   2025 CIBC Mellon. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, and is the corporate brand of CIBC Mellon Trust Company. None of CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make any representations or warranties as to its accuracy, currency or completeness, makes any commitment to update any information.  No part of the presentation is an offer or solicitation in respect of any particular strategy and may not be construed as such.  Services referred to may not be offered in all jurisdictions nor by all companies. CIBC Mellon does not provide investment or asset management services. This presentation, either in whole or in part, must not be reproduced nor referred to without the express written permission of CIBC Mellon. Trademarks, service marks and logos belong to their respective owners.

This episode recaps a roundtable discussion hosted by CIBC Mellon, Accelex, and Meradia, featuring 30 senior leaders from Canadian pension plans, asset managers and insurance companies.    Topics discussed include the state of the artificial intelligence industry, its potential impact on investment services, and concepts like return on intelligence (ROI) versus return on investment (ROI). The discussion also explores the significant opportunities AI offers organizations, the importance of preparing data and people for its adoption, the critical need for senior leadership engagement and support in advancing AI initiatives and more.  Participants: Dr. Brian Charles, Head of Silver Lead Technology Advisors & director of MIT's executive AI and business strategy course via 2U/edX Philip Mortimer, Chief Technology Officer, Accelex Brian Buzzelli, Head of Data Practice, Meradia Mike Plantinga, Vice President, Enterprise Security, CIBC Mellon Hosted by Brent Merriman, Vice President, Marketing and Strategic Insights, CIBC Mellon Stay tuned for part 2.  This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and provides general information only and neither the presenter nor CIBC Mellon nor any other person are, by means of this presentation, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services.  This presentation is intended for general informational purposes only. It may not be regarded as comprehensive nor as a substitute for professional advice.  Before taking any particular course of action, contact your professional advisor to discuss these matters in the context of your particular circumstances.  Neither the presenter nor CIBC Mellon accept responsibility for any loss or damage occasioned by your reliance on information contained in this presentation.   2025 CIBC Mellon. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, and is the corporate brand of CIBC Mellon Trust Company. None of CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make any representations or warranties as to its accuracy, currency or completeness, makes any commitment to update any information.  No part of the presentation is an offer or solicitation in respect of any particular strategy and may not be construed as such.  Services referred to may not be offered in all jurisdictions nor by all companies. CIBC Mellon does not provide investment or asset management services. This presentation, either in whole or in part, must not be reproduced nor referred to without the express written permission of CIBC Mellon. Trademarks, service marks and logos belong to their respective owners.

Part 2 of CIBC Mellon Industry Perspectives examines the societal and reputational dimensions of ESG, unpacking the challenges faced by asset owners in balancing diverse stakeholder perspectives. From the transition from DEI to JEDI to managing differing viewpoints across institutions, our speakers highlight the rising pressures from public scrutiny and the challenge of “green hushing.” This conversation brings to light the external forces shaping ESG practices today and discusses how asset owners are navigating these dynamics to deliver impactful, ethical outcomes. Featuring, Marc Gauthier, University Treasurer and Chief Investment Officer, Concordia University; Tyler Mordy, Chief Executive Officer, Forstrong Global; and Cynthia Shaw-Pereira, Vice President, Head of Asset Owner Segment, CIBC Mellon. Moderated by Mat Pacheco, Client Executive, CIBC Mellon. This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and provides general information only and neither the presenter nor CIBC Mellon nor any other person are, by means of this presentation, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services.  This presentation is intended for general informational purposes only. It may not be regarded as comprehensive nor as a substitute for professional advice.  Before taking any particular course of action, contact your professional advisor to discuss these matters in the context of your particular circumstances.  Neither the presenter nor CIBC Mellon accept responsibility for any loss or damage occasioned by your reliance on information contained in this presentation.   2024 CIBC Mellon. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, is the corporate brand of CIBC Mellon Trust Company and CIBC Mellon Global Securities Services Company and may be used as a generic term to reference either or both companies.  None of CIBC Mellon Global Securities Services Company, CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make any representations or warranties as to its accuracy, currency or completeness, makes any commitment to update any information.  No part of the presentation is an offer or solicitation in respect of any particular strategy and may not be construed as such.  Services referred to may not be offered in all jurisdictions nor by all companies.   CIBC Mellon does not provide investment or asset management services. This presentation, either in whole or in part, must not be reproduced nor referred to without the express written permission of CIBC Mellon. Trademarks, service marks and logos belong to their respective owners.

This episode of CIBC Mellon Industry Perspectives is the first part of a conversation exploring the evolving world of ESG. Particularly focusing on how asset owners and their managers are adapting to changes in the energy sector and beyond. Speakers delve into topics such as diversity, the nuances of allyship, and the shift from traditional ESG practices to more nuanced, client-focused strategies. Key insights include the transformation in ESG reporting, the rise of transparency, and the increasing role of mandatory reporting. Listen in for a discussion that highlights the importance of moving “beyond ESG” toward meaningful, actionable progress. Featuring, Marc Gauthier, University Treasurer and Chief Investment Officer, Concordia University; Tyler Mordy, Chief Executive Officer, Forstrong Global; and Cynthia Shaw-Pereira, Vice President, Head of Asset Owner Segment, CIBC Mellon. Moderated by Mat Pacheco, Client Executive, CIBC Mellon. This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and provides general information only and neither the presenter nor CIBC Mellon nor any other person are, by means of this presentation, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services.  This presentation is intended for general informational purposes only. It may not be regarded as comprehensive nor as a substitute for professional advice.  Before taking any particular course of action, contact your professional advisor to discuss these matters in the context of your particular circumstances.  Neither the presenter nor CIBC Mellon accept responsibility for any loss or damage occasioned by your reliance on information contained in this presentation.   2024 CIBC Mellon. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, is the corporate brand of CIBC Mellon Trust Company and CIBC Mellon Global Securities Services Company and may be used as a generic term to reference either or both companies.  None of CIBC Mellon Global Securities Services Company, CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make any representations or warranties as to its accuracy, currency or completeness, makes any commitment to update any information.  No part of the presentation is an offer or solicitation in respect of any particular strategy and may not be construed as such.  Services referred to may not be offered in all jurisdictions nor by all companies.   CIBC Mellon does not provide investment or asset management services. This presentation, either in whole or in part, must not be reproduced nor referred to without the express written permission of CIBC Mellon. Trademarks, service marks and logos belong to their respective owners.