2008 Canadian Investment Awards

All Jurors

2008 CANADIAN INVESTMENT AWARDS ANALYSTS, JUDGES AND JURIES

2008 AUDIT COMMITTEE MEMBERS

CHAIR: DAVID O'LEARY, CFA, MBA, MANAGER OF FUND ANALYSIS, MORNINGSTAR CANADA, is responsible for investment manager due diligence and fund research. He and the Morningstar fund analyst team produce research reports that express unbiased opinions on many of Canada’s retail and institutional investment funds. David holds a B.A. from the University of Toronto, an MBA from U of T’s Rotman School of Management and is a CFA charterholder. David is frequently quoted in the media as an expert on the Canadian mutual fund industry, is a regular guest on CBC News Morning and Business News Network (BNN), and regularly travels the country as a guest speaker at various industry conferences.

SCOTT MACKENZIE, PRESIDENT & CEO, MORNINGSTAR CANADA, heads up Morningstar Canada, the Canadian subsidiary of Morningstar Inc. of Chicago. Scott has 20 years experience as a principal of Morningstar Canada (formerly Portfolio Analytics Limited/PALTrak) and has played leading roles within the firm’s investment fund research and product development areas.

SABINE STEINBRECHER, CEO, FOUNDER, CANADIAN INVESTMENT AWARDS INC. / LEARNING LIBRARY INC., Sabine is the CEO and Founder of Learning Library Inc., an award winning, global education technology company; the Canadian Investment Awards Inc and Gala; and Co-Publisher and Founder of the Canadian Investment Guide Magazine.

2008 Mutual Fund Awards

Jury

DAVID O'LEARY, CFA, MBA, MANAGER OF FUND ANALYSIS, MORNINGSTAR CANADA, is responsible for investment manager due diligence and fund research. He and the Morningstar fund analyst team produce research reports that express unbiased opinions on many of Canada’s retail and institutional investment funds. David holds a B.A. from the University of Toronto, an MBA from U of T’s Rotman School of Management and is a CFA charterholder. David is frequently quoted in the media as an expert on the Canadian mutual fund industry, is a regular guest on CBC News Morning and Business News Network (BNN), and regularly travels the country as a guest speaker at various industry conferences.

BRIAN O'NEILL, CFA, SENIOR FUND ANALYST, MORNINGSTAR CANADA, conducts investment fund research and is responsible for due diligence on investment managers. He is frequently quoted in the media as an expert on the Canadian mutual fund industry, and he is a regular guest on the Business News Network (BNN). Prior to joining Morningstar, Brian worked for BMO Nesbitt Burns, specializing in managed products for private clients. Before that, he worked in the tourism industry, holding a management position within the St. Lawrence Parks Commission. Brian earned a bachelor of commerce (honours) degree from Queen's University and is a CFA charterholder.

MARK CHOW, CFA, MANAGER, INVESTMENT RESEARCH, AON CONSULTING, is responsible for Aon Consulting’s investment research effort in Canada. He works with investment consultants and analysts across the country to refine and expand Aon’s investment manager research. Prior to joining Aon, Mark was senior fund analyst at Morningstar Canada where he was frequently quoted in the media as an expert on the Canadian investment fund industry. He was also a regular guest on the Business News Network (BNN). Previously, Mark held positions in corporate relations and as an investment advisor licensed in both equities and options. In addition to his CFA charter, Mark earned an undergraduate degree in biochemistry from the University of British Columbia. He is also a member of the Toronto CFA Society.

DAN HALLETT, PRESIDENT, DAN HALLETT & ASSOCIATES INC., Dan Hallett & Associates Inc. is a Windsor, Ont.-based investment research firm specializing in managed money products. Dan is a licensed investment counsellor in Ontario, a Chartered Financial Analyst (CFA) charter holder and a Certified Financial Planner (CFP) licensee. Dan has a decade of mutual fund analysis experience and often is quoted in the news media.

LANE T. PRENEVOST, CFA, FRM, HEAD OF MULTIMANAGER, HSBC GLOBAL ASSET MANAGEMENT, joined HSBC in 2005 and is responsible for investment manager research and due diligence for HSBC's Canadian distribution channels. Prior to joining HSBC, Lane was with TD Asset Management where he was responsible for managing various fund of funds and model portfolios. His duties included determining asset allocation and manager selection, as well as researching portfolio strategies. Lane received a BSc. in Actuarial Science from the University of Toronto and is a CFA charterholder. He also holds the Financial Risk Manager (FRM) designation through the Global Association of Risk Professionals. Lane is also a member of the Toronto Society of Financial Analysts.

GERALDO FERREIRA, VICE PRESIDENT, INVESTMENT PRODUCTS DEVELOPMENT AND MARKETING, TRANSAMERICA LIFE CANADA, Geraldo Ferreira joined Transamerica Life Canada, a subsidiary of AEGON Canada Inc., in 1999 and has an extensive background of experience in the financial services industry. He was appointed Vice President, Investment Product Development and Marketing in January 2003 for Transamerica Life Canada and AEGON Fund Management Inc. He is also responsible for the management of the TOP Portfolios. Prior to joining AEGON Canada in 1999, he held a number of management positions with Canada Trust and CT Investment Management Group. Mr. Ferreira has over 19 years experience in the financial services industry. He was also a contributing writer for IFIC’s Investments and Securities in Canada course. In 2002, he became a member of the Analysts’ Committee for the Canadian Investment Fund Awards. Mr. Ferreira holds a B.A from the University of Toronto and an MBA from the Schulich School of Business at York University.

DOM RANDO, B. COMM, TD ASSET MANAGEMENT, Dom has been dedicated to mutual fund research and analysis since 1997. He conducts third party investment manager research for various areas within the banks distribution channels. He manages the Analysts’ Choice Funds (ACF) List of recommended mutual funds used throughout TD Waterhouse Canada’s full service, discount, and financial planning channels. He is also involved in the fund selection process for TD’s various model portfolio products including the Managed Assets Program (MAP).

LARRY HUM, MBA, CFA, SENIOR ANALYST, RBC, Larry joined RBC as a Mutual Fund Analyst in Feb. 2000. Larry is active in the selection and monitoring of the recommended list for RBC Dominion Securities, RBC Action Direct and RBC Financial Planning 's. Prior to joining RBC, Larry worked at TD Asset Management since 1994 in various service and product management roles.

BILL THOMLINSON, MBA, MANAGER, PRODUCT ANALYSIS, RAYMOND JAMES LTD., Bill joined Raymond James in December 2005. In addition to selecting funds for the Raymond James Coverage List, Bill maintains a family of model fund portfolios, and conducts due diligence on new hedge funds, linked notes, and other products. Prior to his current position, he was fund research and brand manager for the Mackenzie Cundill funds.

KARL CHEONG, CFA, INVESTMENT RESEARCH ANALYST, CREDENTIAL FINANCIAL INC, Karl joined Credential Financial in 2007 and is involved in 3rd party mutual fund research analysis and the product approval for Credential Financial’s IDA-licensed and MFDA-licensed advisors. As part of a team, he develops a list of recommended funds and model portfolios for Credential advisors. Previous to Credential, Karl worked 4 years at a privately owned mutual fund company where he helped develop a multi-manager pooled product and was responsible for investment manager research and due diligence. In addition to a B Comm in Finance from Concordia University, he is a CFA charter holder and a member of the Toronto CFA Society.

MICHAEL CLOW, DIRECTOR OF PRODUCT DEVELOPMENT, FUNDATA CANADA INC, Michael joined Fundata in 2005 and has previously acted as a data analyst and as Manager of Data Operations. He is currently Director of Product Development where he oversees new product initiatives from concept to implementation. Michael studied at the University of British Columbia where he earned a Bachelor of Science degree, specializing in Mathematics and Economics.

PHILIP LEE, CFA, FRM, SENIOR FUND ANALYST, MORNINGSTAR CANADA, Philip performs research and analysis on both individual funds and the investment fund industry. Prior to joining Morningstar in 2006, Philip held positions in performance analytics and investment research. In addition to his CFA charter and FRM designation, Philip earned an undergraduate degree (economics) from the University of Toronto. Philip is frequently quoted in the media as an expert on the Canadian investment fund industry.

2008 Hedge Fund Awards

Jury

CHAIR: PIERRE SAINT-LAURENT, PRESIDENT, ASSETCOUNSEL INC., Canada’s leading consultancy in alternative investments. He was formerly vice-president and shareholder at Talvest Fund Management and StrategicNova, where he was closely involved in the management and deployment of the StrategicNova Managed Futures Fund, the first widely available hedge fund in Canada. He holds a B.Sc. and M.Sc. in Economics from the University of Montreal, with doctoral studies in Economics at the University of California at Berkeley. He also holds a Graduate Diploma in Business Science from HEC Montreal. He holds the Chartered Financial Analyst designation, is a CFA Examination Grader, is a member of the Candidate Curriculum Committee Working Body of the CFA Institute and holds the CAIA designation.

AL KELLETT, CFA, CAIA, ANALYST, MORNINGSTAR CANADA, conducts investment fund research and is responsible for due diligence on investment managers. Prior to joining Morningstar, Al was a fixed income trader on a quantitative arbitrage desk, and prior to that he spent five years working for a Toronto-based fund of funds, analyzing hedge funds from all over the world. Al earned a bachelor of commerce degree from McGill University and is a CFA charterholder. He also holds the designations of Chartered Alternative Investments Analyst, Canadian Investment Manager, and Derivatives Market Specialist.

SCOT BLYTHE, MANAGING EDITOR, INVESTMENTS, ADVISOR.CA, is editor of Advisors Edge Report. Previously, he was investments editor at Advisor.ca and Advisors' Edge magazine. He has written extensively on hedge funds for those publications as well as for Benefits Canada.

DARYL CHING, VICE PRESIDENT, CANADIAN HEDGE WATCH INC., Daryl will primarily be focused on sales and marketing activities with CHW’s various product lines and branding. With over seven years of structured finance experience at both RBC Capital Markets and Coventree, Daryl has developed a well-rounded understanding of securitization transactions in traditional asset classes, as well as esoteric asset classes. Daryl began his structured finance career, primarily focused on deal structuring and underwriting, and moved on to originations, sourcing new clients and developing business strategies to maximize sales in various niches. In response to the market disruption in August 2007, Daryl launched his own consulting firm, Clarity Financial Strategy to provide insight on non-bank ABCP.

2008 Pooled Fund Awards

Jury

GORDON KIM, SENIOR RESEARCH ANALYST, ARROW HEDGE PARTNERS INC., is responsible for manager due diligence and the ongoing monitoring of global hedge fund managers. Mr. Kim is a key member of Arrow’s Risk Management and Investment Management committees. Prior to joining Arrow, Mr. Kim was the Head of Research at Aon Consulting. He also led the research effort for a major Canadian bank focusing on traditional, alternative and structured product research for retail distribution. As well, Mr. Kim served as a senior analyst and officer at a global consulting firm responsible for manager research, due diligence, and portfolio construction overseeing $2 billion in assets. Gordon graduated with a Bachelor of Arts from the University of Western Ontario and received his Master of Business Administration from the Queen's School of Business at Queen's University.

SYLVIE MÉTHOT, CFA, INVESTMENT MANAGER RESEARCH ANALYST, WATSON WYATT WORLDWIDE, has responsibility for evaluating investment management firms and products, and assists with investment manager searches. Her research efforts primarily are focused on Canadian domiciled managers. She is also part of the International and Global Equity manager research teams and liaises with the broader North American manager research group. Prior to joining Watson Wyatt Worldwide in January 2006, Sylvie had been involved in researching investment managers and identifying suitable products for clients at a number of life insurance and wealth management companies. Sylvie has a degree in finance from Laval University in Quebec. She is a Chartered Financial Analyst (CFA) charter holder and a member of the CFA Institute and the Toronto Society of Financial Analysts.

PETER R. HENRY, PRESIDENT, PROTEUS PERFORMANCE MANAGEMENT INC., graduated from Trent University in 1984 with a degree in Economics. From 1984 to 1992 Peter was Manager of Employee Benefits and Pension Products for one of Canada’s leading providers. Peter was involved with new business development as well as client service responsibilities for employee benefit and pension plans. In 1992 Peter accepted the position of Eastern Regional Director of the London Capital Management Group, the investment management subsidiary of the London Life Insurance Company. Responsibilities included marketing and client service of pooled and segregated fund management for Canadian Pension Plans. In October of 1994 Peter established Proteus Performance Management Inc. to provide Pension Governance, Performance Measurement and Investment Manager Search for Canadian Retirement Programs.

MARK DOWDELL, CFA, VICE PRESIDENT, RETIREMENT & INVESTMENT SERVICES, PAL BENEFITS INC., began his career over 15 years ago at a major Canadian insurer where he specialized in two critical areas: Business development and client management in the group retirement marketplace. Subsequently, at a leading Canadian investment counsel firm, Mr. Dowdell expanded on these specialties with high net worth individual client families. At Pal Benefits Inc., Mr. Dowdell oversees all aspects of the Retirement & Investment Services Business Unit. In addition, he provides consulting services – including investment manager search and selection – for Defined Benefit and Defined Contribution Pension Plans, Deferred Profit Sharing and Group Registered Retirement Savings Plans. In the current climate of corporate governance, Mr. Dowdell assists clients in understanding and addressing their CAP governance responsibilities.

2008 Career Achievement Award

Jury

CHAIR: SABINE STEINBRECHER, CEO, FOUNDER, CANADIAN INVESTMENT AWARDS INC. / LEARNING LIBRARY INC., Sabine is the CEO and Founder of Learning Library Inc., an award winning, global education technology company; the Canadian Investment Awards Inc and Gala; and Co-Publisher and Founder of the Canadian Investment Guide Magazine.

JANNY VINCENT, PRESIDENT & C.E.O., FUNDATA CANADA INC, Janny leads the team at Fundata Canada, a leading source for Investment Fund information and analytics. She was a cofounder of Fundata, which has been supplying software and data feed solutions to Financial Service and Media companies since 1987. A graduate of the University of Toronto, Janny was a pension consultant prior to starting her own firm. She lives in Toronto with her family.

RUDY LUUKKO, INVESTMENT FUNDS EDITOR, MORNINGSTAR CANADA, Rudy Luukko is Investment Funds Editor of Morningstar Canada, where his responsibilities include covering and commenting on new developments and trends in the fund industry and assigning and editing feature articles. He began working for Morningstar in 2000 as a contributing editor and joined the company full-time in January 2004. A long-time observer of the investment funds scene, his work has appeared over the years in numerous general-interest, trade and institutional publications and industry courses. Currently, he regularly serves at Morningstar as a resource for news media, and writes a biweekly mutual funds column for the Toronto Star. He is a Bachelor of Journalism graduate of Carleton University and holds a Certified Investment Manager designation.

TESSA WILMOTT, ASSOCIATE PUBLISHER AND EDITOR-IN-CHIEF, INVESTMENT EXECUTIVE, Tessa Wilmott is associate publisher and editor-in-chief of Investment Executive which she joined in 1991. Since then, she has watched the publication grow from a 16-page newspaper published 10 times a year to an 80-page-plus paper published 16 times a year. She is also associate publisher and editor-in-chief of the annual Canadian Investment Guide, published in conjunction with the Canadian Investment Awards, and Investment Executive's Money Planner, an annual personal finance magazine. Prior to joining Investment Executive, Tessa was editor of the Financial Post annual magazines, including the Financial Post 500, and held various reporting and editing positions with the Financial Post newspaper, the Financial Times of Canada and the Toronto Sun. Tessa is the mother of two daughters and is a graduate of the University of Windsor.

GARY TEELUCKSINGH, SVP - AMERICAS, SATYAM COMPUTER SERVICES, Gary is SVP - Americas, for Satyam Computer Services, a global leader in consulting, IT outsourcing and offshoring. Gary has over 20 years of Financial Services experience. He has worked for organizations such as CGI Group, CIBC and AIC Group. He is a member of Investment Funds Institute of Canada (IFIC), a current member of the program advisory committee for George Brown and a past director of Stone & Co. Asset Management. Gary is co-author of the book "Choosing the Best Financial Advisor" currently available at www.morningstar.ca. He has earned a Bachelor of Science and Master of Arts from the University of Western Ontario, along with an MBA from the Richard Ivey School of Business Administration. Gary is married with 2 children and his interests include basketball, volleyball and most recently skiing.

2008 Person of Influence of the Year Award

Jury

2008 Green Company Award for Environmental Leadership

Jury

PETER LOVE, CHIEF ENERGY CONSERVATION OFFICER, ONTARIO POWER AUTHORITY, Peter Love was appointed Ontario’s first Chief Energy Conservation Officer to head the Conservation Bureau, a division of the Ontario Power Authority. His mandate is to provide leadership in electricity conservation and champion a conservation culture in Ontario. No stranger to the concept of a “cultural shift” in the Province, early in his career Mr. Love worked as a project coordinator for Pollution Probe with the team that developed the concept “Reduce, Reuse, Recycle”.

MARC DUCHESNE, DIRECTOR, CORPORATE RESPONSIBILITY AND ENVIRONMENT, BELL CANADA, Marc has been very active in the area of corporate responsibility for over 10 years during which he has developed Bell’s sustainability vision and strategy and is now responsible to coordinate its implementation. Marc sits on numerous Boards and advisory committees for sustainability organizations nationally and internationally.

PAUL BATES, DEAN, DEGROOTE SCHOOL OF BUSINESS AT MCMASTER UNIVERSITY, Paul Bates has been a leader and educator in the Canadian business community for more than two decades. In March of 2004 he was appointed as the dean of the DeGroote School of Business at McMaster University in Hamilton, Ontario. Following service on the boards of the Toronto Stock Exchange and the Canadian Investment Dealers Association, in 2003 Bates was appointed as a part-time commissioner to the Ontario Securities Commission, the largest securities commission in Canada. In 2006. Bates has held the president’s office at four major brokerage and investment firms, most recently at the helm of Charles Schwab Canada (later acquired by Bank of Nova Scotia). In 2002, Bates was awarded the Queen’s Jubilee Medal for community service. This commemorative medal is awarded to Canadians who, over the past 50 years, have helped create the Canada of today.

DR. BLAIR FELTMATE, DIRECTOR, SUSTAINABLE DEVELOPMENT, ONTARIO POWER GENERATION, Dr. Feltmate is Director of Sustainable Development, Ontario Power Generation. He sits on various Boards, including: Canadian Expert Delegation for ISO 26000, Canadian Electricity Association Sustainability Program, Ontario Energy Association Environment Program, Canadian Energy Efficiency Alliance and the Research Network for Business Sustainability. He is an invited member to the New York Academy of Sciences. Dr. Feltmate is the author of over 60 publications on environmental science and the business case for sustainable development.

DR. RON DEMBO, FOUNDER & CEO, ZEROFOOTPRINT, an organization dedicated to a mass reduction in global environmental impact. Zerofootprint provides software and services to individuals, governments, universities, and corporations that measure and manage carbon footprint and engages employees and citizens worldwide in combating climate change. Dr. Dembo was also the Founder & CEO of Algorithmics Incorporated, the largest enterprise risk-management software company in the world, which followed a distinguished ten-year academic career at Yale University. He has published over sixty technical papers on finance and mathematical optimization, holds a number of patents in computational finance, and has co-authored three books including Everything You Wanted to Know About Offsetting But Were Afraid to Ask.

JOHANNE GELINAS, DELOITTE & TOUCHE, Johanne Gélinas had a distinguished public sector career focusing on environmental and sustainable development issues. Most recently, she served as the Federal Commissioner of the Environment and Sustainable Development of Canada from 2000 to 2007. Prior to joining the federal government, Ms. Gélinas served as a Commissioner of the Province of Quebec’s Bureau d’audiences publiques sur l’environnement (BAPE). Ms. Gélinas joined Deloitte in Feburary of 2007 to lead the Montréal office’s Corporate Responsibility and Sustainability Services.

JEAN JEROME BAUDRY, FOUNDER AND CEO, CYBERNOMICS, Mr. Baudry holds an Honours Bachelor of Arts Degree from Trinity College at the University of Toronto, majoring in Economics and Computer Science. He founded Baudry Cybernomics Corporation in 1993. Mr. Baudry has been designing, implementing and managing Information Technology Infrastructure and Business systems for the last 17 years.

NADA SUTIC, MANAGER, GREEN INITIATIVES, BOMA TORONTO, Nada manages the BOMA Go Green program for BOMA Toronto, and has built on BOMA Go Green’s strong foundation to increase the number of certifications at the local level and raise the profile of the program. She has facilitated the progress of the national program, including the development of additional asset-specific BOMA Go Green Plus modules to evaluate shopping centres and industrial properties, while spearheading the development of a major brand marketing and communications strategy.

RICK HUIJBREGTS, DIRECTOR OF VERTICAL SALES, CISCO CANADA, Rick Huijbregts and team build solutions for vertical markets such as government, education, energy, healthcare, retail, and financial services. Huijbregts started at Cisco in 2005 as a member of Cisco’s corporate real estate team in San Jose, USA. From 2002-2004 he was executive director of the Center for Design Informatics at the Harvard Design School. Prior to joining Harvard University he was co-founder and CEO of Edificium Inc.—a US and European internet service provider for the design and construction industry. For many years, Huijbregts consulted to the international construction and real estate industry on the intersection of real estate and technology. Huijbregts holds a Doctorate from Harvard University with a specialization in real estate technology and investment management.

KATE TAYLOR, CO-PRESIDENT, KALEIDOSCOPE MARKETING AND COMMUNICATIONS , Kate has over 20 years of creative and strategic marketing talent within the financial services and technology industries. She has held VP of Marketing positions at GT Global, AIM and Basis 100 where she spearheaded several innovative campaigns across Canada and the USA. Kate holds a Bachelor of Fine Arts from Western, has been on a number of committees including IFIC and is the current president of the Toronto chapter of the American Marketing Association.

MICHAEL SULLIVAN, PARTNER, THE STRATEGIC COUNSEL, Michael Sullivan is a founding partner of the marketing research firm The Strategic Counsel. His career has encompassed a wide range of experience, including academic research and university teaching, work on the client side for a major Canadian corporation, and ten years as a senior executive with Decima Research, a major market research firm. For the past fourteen years he has been a partner at The Strategic Counsel. His research expertise has focused on a wide variety of projects dealing with public policy and social marketing issues for clients including all levels of government, government agencies and crown corporations, associations, corporations, and not-for-profit organizations.

2008 Corporate Citizenship Award

Jury

CHAIR: MICHAEL MEADOWS, SENIOR MANAGER, IMAGINE CANADA, Mike is Imagine Canada’s Senior Manager responsible for corporate citizenship. He is responsible for the Caring Company program, Canada’s benchmark for corporate community investment and the values against which this Award will be presented. A successful not-for-profit executive and a skilled communicator with superior business instincts, Mike is a national leader in the development of innovative corporate partnerships and cause marketing programs that link philanthropy with established business objectives. Over his 30 year career he has focused on the development of lasting partnerships that delver value, recognition and results across the country at national, regional and local levels.

RICHARD PRINGLE, CO-PRESIDENT AND CO-FOUNDER, GRANTSTREAM, has more than 20 years of experience across a wide range of critical business competencies including strategic community investment (CI), stakeholder relations, communications, marketing and sales. This breadth of experience provides Richard with keen insight into the opportunities and challenges of integrating corporate citizenship initiatives across today’s progressive companies.

DON MCCREESH, DIRECTOR, BRAINHUNTER INC., Don is a corporate director (Brainhunter Inc. - TSX) and management consultant (President, The Garnet Group Inc.), following a 35 year career as a human resources professional with five major international blue chip corporations. His final 11 years culminated in appointments as global head of the human resources functions at Nortel Networks, CIBC and Celestica. He is an active leader in voluntary sector governance having served on the boards of a number of not for profit and charitable organizations. He is currently Board Chair, Imagine Canada (formerly the Canadian Centre for Philanthropy); Chair, Career Edge; Director, The Learning Partnership; Director and 1994 Campaign Chair, United Way of Peel Region; Director, United Way of Greater Toronto; Altruvest; Kids Now; and Framework Foundation. He has also provided leadership in key cross-sectoral initiatives including Co-Chairing the IT Joint Table of the federal Voluntary Sector Initiative and participating as a member of the federal Government On-Line Advisory Board.

2008 Canadian Investment Marketing Award

Jury

CHAIR: PATRICIA ROSCH, PRESIDENT, INVESTOR COMMUNICATIONS SOLUTIONS, CANADA, A DIVISION OF BROADRIDGE FINANCIAL SOLUTIONS, INC., Prior to joining Broadridge, Patricia worked in the financial services sector, and held senior positions with leading investment banking, brokerage and mutual fund companies. Ms. Rosch was responsible for implementing electronic banking delivery channels at a major Canadian bank and has participated on numerous committees at the Investment Funds Institute of Canada.

DEREK GOODERHAM, INDUSTRY MARKETING MANAGER FINANCIAL SERVICES AND COMMUNICATIONS, MICROSOFT CANADA, Derek Gooderham brings a wealth of marketing communications, technology experience and passion to each of his many roles. Derek’s many accomplishments include: star profiling in the Microsoft Global Role Excellence Handbook for Industry Marketing, and winning the prestigious World Wide Enterprise Marketing “Captain of Industry” award for Microsoft in 2008.

APRIL DUNFORD, DIRECTOR OF BUSINESS DEVELOPMENT, NORTEL, Working with the Chief Technology Officer’s group, April develops market strategy and goes to market plans for new solutions coming out of Nortel's Technology Incubation Program. April has held a number of senior marketing positions including Worldwide Program Director for IBM’s Information Integration Solutions and Global Director of Marketing for Financial Services Solutions at Siebel Systems.

MICHAEL SEATON, VICE PRESIDENT, DIGITAL MARKETING, THORNLEY FALLIS, Michael leads the marketing practice in brand, direct & database, loyalty and social media. Prior, Michael was Director, Digital Marketing at Scotiabank where he led the bank's digital strategy in Canada. Michael is on the Board of Directors, Canadian Marketing Association and Chair of the Digital Marketing Executive Council. An active speaker across North America, he is co-author of the CMA Guide to eMail Marketing and teaches Canada’s only Professional Certificate Course in eMarketing. His blog and podcast, The Client Side is rated as a “Top Ten Must Read” by Marketing Magazine and is co-creator of the Canadian Marketing Blog.

SULEMAAN AHMED, DIRECTOR OF DIGITAL MARKETING, HARLEQUIN ENTERPRISES, Sulemaan has long been involved in the digital marketing and e-commerce space, having the good fortune during his career to work in senior online positions with major brands such as Apple, Sears and Air Canada. He is currently the Director of Digital Marketing for Harlequin Enterprises and also serves on the Board of Directors for the White Ribbon Campaign.

ALAN KRISS, FORMERLY VICE PRESIDENT OF MARKETING, AUDIENCEVIEW SOFTWARE CORPORATION, With broad experience in the financial services, technology and retail sectors, Alan has spearheaded the introduction of numerous innovative product and service offerings into Canadian and international markets. He has held senior marketing and product management roles at large enterprises and start-up ventures including AudienceView, Avokia, TD Bank, and TD Waterhouse (USA).

DAN RICHARDS, PRESIDENT, STRATEGIC IMPERATIVES!, leads a Toronto-based consultancy specializing in research and training for the financial industry. Dan has been active in the mutual fund industry for almost 20 years. In the 1990's, he became Canada's best-known authority on investor attitudes and on what financial advisors need to do to prosper in today's brutally competitive environment. Through his articles, speeches and award-winning book, Getting Clients Keeping Clients: The Essential Guide for Tomorrow's Financial Advisor, Dan has helped thousands of advisors operate more effectively. Dan holds an undergraduate degree in economics from McGill University and an MBA from the Harvard Business School. For the past 25 years, he has taught in the MBA programs of York University and the University Toronto, where he currently teaches an award-winning course on "Marketing Financial Services".

STEPHEN SMITH, SENIOR DIRECTOR, MARKETING, UNIVERIS, In 2005, Stephen joined the Univeris team bringing over twelve years of corporate marketing, marketing communications and market research experience to the firm. Stephen oversees many facets of brand and corporate communications at Univeris, including conferences, market research, events and PR. He also works closely with and provides support to the Product Management and Account Management teams. Prior to Univeris, Stephen worked at ATI Technologies, where he was responsible for global corporate marketing and brand communications initiatives and at Symantec in a market research capacity.

YVETTE GAUTHIER, CO-PRESIDENT, KALEIDOSCOPE MARKETING AND COMMUNICATIONS, an agency for the financial services and technology industries. With over 25 years in sales and marketing, she delivers programs (mass and segmented) targeted to advisor and consumer audiences. Her vast experience in managing programs and leveraging media such as television, print, radio, internet, and experiential events brings insight to the financial services industry.

LINDA NOVIK, THE GLOBE AND MAIL, Linda is currently Manager, Marketing – Business Brands at The Globe and Mail. Over the past 20 years she has held senior positions in the marketing of investment products and services. While at Royal Trust and CIBC she managed strategic planning, research and product development, and product marketing . While at CIBC she led the product development and marketing of one of the most successful managed asset products in Canada.

2008 Advisor Education Award

Jury

JOHN W. MURRAY, B.A., LL.B., LL.M, VICE PRESIDENT OF STANDARDS ENFORCEMENT, INSTITUTE OF CHARTERED ACCOUNTANTS OF ONTARIO, Prior to joining the Institute in January of 2008, Mr. Murray was Vice President, Education and Senior Vice President, Policy and Corporate Affairs at The Investment Funds Institute of Canada; and Executive Director of The Canadian Institute of Financial Planning. Mr. Murray brings detailed knowledge of the investment funds industry and the educational needs of advisors to the panel of jurors.

HARRY APOSTOLATOS, DIRECTOR EVENT MANAGEMENT, DIVERSIFIED BUSINESS COMMUNICATIONS – CANADA, Harry Apostolatos – MBA, CFP, CSA, Director Event Management, Diversified Business Communications – Canada, produces the Financial Forum & Wealth Management Expo, Canada’s leading consumer investing and financial education exhibition. He is also editor of www.FinancialForumNews.com. In his recent prior role as Vice-President of Sales & Distribution at one of Canada’s major bank-owned brokerage firms, Mr. Apostolatos brings to the jury over 20 years of practical investment industry experience in sales, training, trading and operations across both institutional and retail platforms.

2008 Investor Education Award

Jury

PATRICIA DUNWOODY, VICE PRESIDENT, MEMBER SERVICES AND COMMUNICATIONS, IFIC, Pat Dunwoody has an in-depth background in the investment funds industry, bringing with her a wealth of knowledge from both the investor and company sides.

GERALD J. BISSETT, ED.D., CHAIR,, LEARNING LIBRARY INC., is a senior, executive professional manager with broad administrative background in educational, human resource, labour relations and financial areas. Along with undergraduate degrees in Psychology and History, a master’s degree in Counseling and a doctorate from the University of Massachusetts in educational management, he has also lectured extensively outside North America, particularly in China and the Caribbean.

ELLEN ROSEMAN, BUSINESS COLUMNIST, TORONTO STAR, Ellen Roseman writes about personal finance at the Toronto Star. She's a former business editor at the Star and a columnist at the Globe and Mail's Report on Business. She also teaches investing courses at the University of Toronto's school of continuing studies and she's on the Ontario Securities Commission's investor advisory committee.

MAUREEN LOWETH, DEAN, FACULTY OF BUSINESS, ARTS AND DESIGN, GEORGE BROWN COLLEGE, Maureen Loweth is Dean of Business, Arts and Design at George Brown College. The Business School offers 18 programs with a broad mix of credentials serving Toronto's labour market needs. Prior to joining George Brown, Maureen spent 20 years as an executive in the investment funds industry. She is a strong proponent of consumer education and serves as a member on the HR and Education committee of the Toronto Financial Services Alliance (TFSA) as well as the Ontario Chambers of Commerce.

GLORIANNE STROMBERG, is a former commissioner of the Ontario Securities Commission who has written two major reports on the mutual fund industry in which she emphasized consumer education and protection.

2008 Best New Initiative Award

Jury

JIM MIDDLEMISS, EDITOR, LEGAL POST, NATIONAL POST, Jim Middlemiss is editor of the Legal Post section of the National Post. It is Canada’s largest section of a daily newspaper dedicated to coverage of the legal profession. Mr. Middlemiss is a former editor of Canadian Lawyer magazine and was the founding editor of Law Times, Ontario’s weekly legal newspaper, and CL InHouse, Canada’s first magazine for general counsel. A graduate of Dalhousie Law School, Mr. Middlemiss co-authored the Canadian best seller, Your Guide to Canadian Law. Born in Calgary, he holds a journalism and political science degree from the University of North Dakota.

2008 Best Use of Technology Award

Jury

CHAIR: ANTHONY BORIGHT, PRESIDENT, VAULT SOLUTIONS INC., Anthony has 20 years of marketing and sales experience in the technology, financial services and consumer packaged goods industries. Prior to founding VAULT Solutions, he was V.P. Marketing and Sales for Communicopia, a leading developer of Internet solutions for the wealth-management industry, and creator of The Fund Library (www.fundlibrary.com), Canada's online mutual fund resource centre. Previously, Anthony held marketing and sales roles on Morgan Stanley Canada and CIBC/Wood Gundy's fixed income trading desks. Anthony has an MBA in Finance from York University in Toronto and an Honours Bachelor of Arts degree in Philosophy from the University of Western Ontario in London. He is a member of the Investment Funds Institute of Canada's Public Liaisons Committee, the Canadian Marketing Association's e-Marketing Council, the Toronto Product Management Association, and speaks and writes for a number of industry organizations.

CLAUDIU POPA, PRESIDENT, INFORMATICA SECURITY CORPORATION, Claudiu Popa is the President and Chief Security Officer of Informatica Security Corporation. As a certified security and audit professional he supports efforts to raise awareness for information security and privacy among corporations and consumers. Mr. Popa is a frequent presenter and lecturer as well as a trusted media resource who also builds awareness by taking part in print, radio and television interviews. In addition to creating educational content, Mr. Popa presents at conferences, produces research papers and edits an international newsletter. Most of his educational content, including a wide variety of e-Learning courses is available through the company's Web sites at www.InformaticaSecurity.com and www.InformaticaEducation.com

2008 Socially Responsible Investment Fund Award

Jury

CHAIR: IAN BRAGG, CR STRATEGIES, Ian is currently a consultant with CR Strategies, a research and consulting firm specializing in corporate responsibility and socially responsible investment. CR Strategies helps organizations merge social, environmental and business imperatives; thereby building public trust and strengthening their reputations. Prior to this, Ian held the positions of Director of Research at Kingsdale Shareholder Services and Senior Analyst at Jantzi Research. His work has appeared in Global Mining Finance, Oilweek, and Report on Business Magazine.

SUCHETA RAJAGOPAL, VICE PRESIDENT, SOCIALLY RESPONSIBLE INVESTING AT HAMPTON SECURITIES, has extensive financial services industry experience, having worked for a trust company, a bank, and a bank owned brokerage, prior to taking on her current role as Vice President, Socially Responsible Investing at Hampton Securities, an independent brokerage firm. Sucheta has an LL.B. from Osgoode Hall Law School and is qualified as a Certified Financial Planner (CFP). She is also a graduate of the Canadian Securities Institute's Professional Financial Planning Program, a Certified Investment Manager (CIM), and a Fellow of the Canadian Securities Institute (FCSI) and is the past President of the Board of the Social Investment Organization.

ALAN HARMAN, DIRECTOR AND SENIOR INVESTMENT EXECUTIVE, SCOTIAMCLEOD, Alan Harman is a Director and Senior Investment Executive at ScotiaMcLeod. Alan is a pioneer of socially responsible investing in Canada. He has practiced SRI and written extensively on the topic since the late 1980s. He is a Founding Member and past Board Member of the Social Investment is a Founding Member and past Board Member of the Social Investment www.sociallyresponsibleinvesting.ca

OLGA PERAM, DIRECTOR OF ANALYTICS, FUNDATA CANADA INC., Olga is Director of Analytics with Fundata Canada Inc., a leading source for investment fund information, where she is involved in research and development of quantitative measures and models to analyze investment fund products. Olga has a Bachelor’s Degree in Economics and holds the CFA designation. She is a member of the Toronto CFA Society and a member of the WCM (Women in Capital Markets).