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Prior to leading Prime Quadrant, Mo built, bought, sold, and managed organizations across a range of sectors, including education, auto restoration, e-commerce, and microfinance. In each of his entrepreneurial ventures, Mo has tried to innovate, disrupt and improve each of the industries he touched.
Lindsay Patrick is Chief Strategy and Innovation Officer for RBC Capital Markets and is a member of the firm’s Operating Committee. She is responsible for advancing RBC CM’s strategy across business, marketing, AI, and digital innovation to support the firm’s overall growth and performance ambitions.
On leave
As a Managing Director at CC&L Financial Group, Lindsay leads product development and management and the firm’s corporate social responsibility initiatives. She is also a Director on the Connor, Clark & Lunn Financial Group board and President, Director and Portfolio Manager of Connor, Clark & Lunn (Canada) Ltd., which manages multi-asset portfolios for institutional investors.
Jay Rana is Head of Canada Advisor Business for J.P. Morgan Asset Management Canada (Inc.). He is responsible for the development and growth of the Financial Advisor/Intermediary Business across the country. Jay is also a member of the Canada Leadership Team and Strategic Planning Committee. Prior to joining J.P. Morgan, he was a Senior Vice President, Head of the Chairman Business for PIMCO Canada.
Mr. Spafford is a retired as a Vice Chair of Investment Banking at CIBC Capital Markets. During his 45 year career at Wood Gundy and CIBC, he was involved in many of Canada’s largest mergers and acquisition transactions as well as being financial advisor to the Boards of Directors of numerous public and private companies.
Paul has over 30 years of valuable experience in the asset management industry.
He has held senior positions including: Managing Partner, Red Sky Capital, Senior Vice President, Director of Sales and Marketing with CI Investments, Co-Head and Managing Director with Merrill Lynch Investment Managers Canada, Co-Founder and President of Fairway Capital and President and CEO of BluMont Capital.
Steve Banquier is Managing Director and Head, Prime Brokerage, TD Securities. He is responsible for the oversight, relationship management, business and product development, and governance of a team of traders, relationship managers and business development professionals.
Poonam Puri is a Professor of Law at Osgoode Hall Law School, York University, a corporate governance consultant and an affiliated scholar at Davies, Ward, Phillips & Vineberg LLP. She is an expert in corporate law, securities law, corporate governance and business strategy.
Tony Pampena is a member of the Tax practice of Ernst & Young LLP. Tony specializes in providing tax advisory services to public and private companies in various industries, including, but not limited to, Utilities, Media & Entertainment, Manufacturing, and Private Equity.
As UPP’s Managing Director, Associate General Counsel, Tariq leads a team of senior legal counsel across investments, technology, and commercial law specialties. He partners closely with UPP’s Investment and Investment Finance teams on a range of initiatives including the development of investment platforms, derivatives, investment management agreements, private capital fund investments, and direct co-investments, as well as providing leadership on strategy execution across UPP.
