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FINPOSIUM CONFERENCES
A leading conference on AI, fintech and financial issues.
Talks by entrepreneurs and leading thinkers.
Intensive and timely analysis and discussion of today's AI and fintech topics for busy executives, investors and leaders.
Saby Upadhyay
Co-founder & CEO
CO-FOUNDER & CEO
Two decades building and scaling ventures at the intersection of quantitative trading and technology. He grew WSG Markets into a quantitative trading firm operating across the Americas, Europe, and Asia, and built Quantiful into a forecasting platform trusted by Vodafone, Spark, and Fonterra. Today he leads PredictNow.ai
as Co-Founder & CEO institutional AI infrastructure for hedge funds and asset managers worldwide.
FINPOSIUM 2026 FEATURED SPONSORS & PARTNERS
Speakers & Biographies
John Ewing, Co-founder, Ewing Morris
Dan Dorenbush, Co-founder, Walmer Flagship Fund L.P.
Catherine Chen, CFA, MFIN, AI/ML, Manulife
- John is Co-Founder and Chief Investment Officer of Ewing Morris & Co. Investment Partners, which he founded with Darcy Morris in June 2011. As CIO, he leads the firm's investment team and is always on the hunt for the next great compounder.
- Before Ewing Morris, John was Director of Research at Burgundy Asset Management and lead analyst for
- John is Co-Founder and Chief Investment Officer of Ewing Morris & Co. Investment Partners, which he founded with Darcy Morris in June 2011. As CIO, he leads the firm's investment team and is always on the hunt for the next great compounder.
- Before Ewing Morris, John was Director of Research at Burgundy Asset Management and lead analyst for Burgundy's Canadian Small Cap Fund. He graduated with distinction from the University of Guelph in 2005 with an Honours B.Sc. in Engineering and a Minor in Business Administration.
- That same year he won the President's Trophy as Guelph's top student-athlete. He has also completed Harvard Business School's Investment Management Workshop. John chairs the University of Guelph's Investment Committee and supports Beat The Streets Toronto and Scouts Canada.
Catherine Chen, CFA, MFIN, AI/ML, Manulife
Dan Dorenbush, Co-founder, Walmer Flagship Fund L.P.
Catherine Chen, CFA, MFIN, AI/ML, Manulife
- Catherine Chen, CFA, MFin, is Director of Quantitative Analytics and AI Strategic Enablement at Manulife. Her career spans portfolio management, investment analysis, economic capital, risk modeling and AI transformation across major financial institutions.
- She brings a perspective on how AI can connect investment opportunities with portfo
- Catherine Chen, CFA, MFin, is Director of Quantitative Analytics and AI Strategic Enablement at Manulife. Her career spans portfolio management, investment analysis, economic capital, risk modeling and AI transformation across major financial institutions.
- She brings a perspective on how AI can connect investment opportunities with portfolio risk, capital constraints and real-world allocation decisions.
Dan Dorenbush, Co-founder, Walmer Flagship Fund L.P.
Dan Dorenbush, Co-founder, Walmer Flagship Fund L.P.
Dan Dorenbush, Co-founder, Walmer Flagship Fund L.P.
- Daniel brings more than 25 years of capital markets experience, having held senior leadership positions at both RBC Capital Markets and Scotiabank. As Managing Director and Global Head of Prime Brokerage at Scotiabank, he oversaw teams across Canada, the United States, Europe, and Asia. Previously, he led RBC's Alternative Investment clie
- Daniel brings more than 25 years of capital markets experience, having held senior leadership positions at both RBC Capital Markets and Scotiabank. As Managing Director and Global Head of Prime Brokerage at Scotiabank, he oversaw teams across Canada, the United States, Europe, and Asia. Previously, he led RBC's Alternative Investment client group in New York.
- Throughout his career, Daniel has worked extensively with hedge funds, high-net-worth individuals, and institutional investors, with broad experience spanning trading, financing, risk management, operations, and client advisory.
- Daniel has been actively involved in industry leadership and professional development. He has served on the Board of the Alternative Investment Management Association (AIMA) and co-chaired the Women in Capital Markets (now VersaFi) Return to Bay Street program.
- Daniel is equally committed to supporting his community. He volunteers with B'nai Brith and UJA, serves on the Board of Leket Canada, and participates in several mentorship initiatives.
Speakers & Biographies
Greg Gipson, MD, CIBC Global Asset Management
Samantha Bennett, HAI Fellow, Doctoral Researcher, Stanford University
Samantha Bennett, HAI Fellow, Doctoral Researcher, Stanford University
- Greg Gipson is the Managing Director & Head of ETFs at CIBC Global Asset Management (CIBC GAM) - a top 100 global asset manager with over 200 investment professionals managing more than C$300 billion in assets. Greg leverages his deep expertise in ETF-based portfolio construction and systematic investment strategies to advance the organiz
- Greg Gipson is the Managing Director & Head of ETFs at CIBC Global Asset Management (CIBC GAM) - a top 100 global asset manager with over 200 investment professionals managing more than C$300 billion in assets. Greg leverages his deep expertise in ETF-based portfolio construction and systematic investment strategies to advance the organization’s global ETF business. With a proven track record of building and scaling investment platforms, Greg’s leadership is instrumental in the organization’s product platform evolution which is grounded in innovation and client-focus and serves wealth and institutional clients across Canada, the US and globally.
- Greg holds an undergraduate degree in Economics and a dual Master’s of Science in Engineering Economic Systems and Operations Research from Stanford University.
Samantha Bennett, HAI Fellow, Doctoral Researcher, Stanford University
Samantha Bennett, HAI Fellow, Doctoral Researcher, Stanford University
Samantha Bennett, HAI Fellow, Doctoral Researcher, Stanford University
- Samantha Bennett is a doctoral researcher and HAI fellow focused on AI safety and risks. Stanford Institute for Human-Centered AI (HAI) offers several fellowship programs for researchers, postdocs, and students focusing on interdisciplinary AI and its societal impacts Samantha has focused on the application of AI to human impacts, including user safety and ethics and risks of new innovations.
Michael Thom, MD, CFA Canada
Samantha Bennett, HAI Fellow, Doctoral Researcher, Stanford University
Michael Thom, MD, CFA Canada
- Michael Thom is the Managing Director for CFA Societies Canada. He leads the strategic direction of CFA Societies Canada and advances the highest professional standards of integrity and ethics for the ultimate benefit of Canadian society. Michael joined CFA Societies Canada following many years of leadership in capital markets and invest
- Michael Thom is the Managing Director for CFA Societies Canada. He leads the strategic direction of CFA Societies Canada and advances the highest professional standards of integrity and ethics for the ultimate benefit of Canadian society. Michael joined CFA Societies Canada following many years of leadership in capital markets and investment management roles.
- Michael holds an undergraduate degree from the University of British Columbia, a graduate degree from Osgoode Hall Law School at York University, and is both a CFA charterholder and CAIA charterholder.
Trevor Bergeron, Founder
J. Aikman, Host, Founder & Moderator
Michael Thom, MD, CFA Canada
- Trevor Bergeron is a mechanical-engineer-turned-fintech-builder creating practical AI for everyday investors. He founded StockAlgos.com in 2021, delivering a toolbox for a variety of datasets –congressional & insider trades, fundamental ratios, news analysis, hedgefund holdings, historical earnings analysis and much more that hosts thousa
- Trevor Bergeron is a mechanical-engineer-turned-fintech-builder creating practical AI for everyday investors. He founded StockAlgos.com in 2021, delivering a toolbox for a variety of datasets –congressional & insider trades, fundamental ratios, news analysis, hedgefund holdings, historical earnings analysis and much more that hosts thousands of retail investors.
- In 2023 he launched Predictr.ca, a “Substack-meets-stock picking” prediction marketplace where users publish trade ideas, compete for cash prizes, and monetize their followings.
Eve Liu, AI Data Scientist
J. Aikman, Host, Founder & Moderator
J. Aikman, Host, Founder & Moderator
- Eve Liu builds practical AI for finance, drawing on years in investment banking and alternative investments.
- At TD Securities, she was Director of Data Science for Corporate & Investment Banking. She built in-house LLM models that outperformed vendor tools for corporate lending. She also oversaw an automated RFQ response AI project for bon
- Eve Liu builds practical AI for finance, drawing on years in investment banking and alternative investments.
- At TD Securities, she was Director of Data Science for Corporate & Investment Banking. She built in-house LLM models that outperformed vendor tools for corporate lending. She also oversaw an automated RFQ response AI project for bond trading.
- Before that, she started her investment career at Blackstone, Pantheon Ventures and Deutsche Bank in London, UK. She has also backed and exited from tech startups as the lead investor and an operator. Currently, she leads AI and operations across robotics automation, strategy, accounting and legal at ACE Medical Co. She graduated as valedictorian from the MMAI program, and also attended Hamilton College in New York State and University of Oxford.
J. Aikman, Host, Founder & Moderator
J. Aikman, Host, Founder & Moderator
J. Aikman, Host, Founder & Moderator
- J. Aikman has a diverse background in academia, law, finance, and artificial intelligence. As an adjunct faculty member at Queen’s University and Cornell University, he teaches advanced courses to graduate and executive students in programs such as the Master of Finance, MBA, Master of Management of Artificial Intelligence, and Master of
- J. Aikman has a diverse background in academia, law, finance, and artificial intelligence. As an adjunct faculty member at Queen’s University and Cornell University, he teaches advanced courses to graduate and executive students in programs such as the Master of Finance, MBA, Master of Management of Artificial Intelligence, and Master of International Business. His areas of expertise include Artificial Intelligence and Finance, Alternative Investments, and Impact Investments.
- In addition to his academic roles, Jon is the founder of Matrix Law P.C. and Nordai Analytics, showcasing his entrepreneurial spirit and expertise in law, AI, finance and analytics.
Speakers & Biographies
Greg Gipson, MD, CIBC Global Asset Management
Samantha Bennett, HAI Fellow, Doctoral Researcher, Stanford University
Samantha Bennett, HAI Fellow, Doctoral Researcher, Stanford University
- Greg Gipson is the Managing Director & Head of ETFs at CIBC Global Asset Management (CIBC GAM) - a top 100 global asset manager with over 200 investment professionals managing more than C$300 billion in assets. Greg leverages his deep expertise in ETF-based portfolio construction and systematic investment strategies to advance the organiz
- Greg Gipson is the Managing Director & Head of ETFs at CIBC Global Asset Management (CIBC GAM) - a top 100 global asset manager with over 200 investment professionals managing more than C$300 billion in assets. Greg leverages his deep expertise in ETF-based portfolio construction and systematic investment strategies to advance the organization’s global ETF business. With a proven track record of building and scaling investment platforms, Greg’s leadership is instrumental in the organization’s product platform evolution which is grounded in innovation and client-focus and serves wealth and institutional clients across Canada, the US and globally.
- Greg holds an undergraduate degree in Economics and a dual Master’s of Science in Engineering Economic Systems and Operations Research from Stanford University.
Samantha Bennett, HAI Fellow, Doctoral Researcher, Stanford University
Samantha Bennett, HAI Fellow, Doctoral Researcher, Stanford University
Samantha Bennett, HAI Fellow, Doctoral Researcher, Stanford University
- Samantha Bennett is a doctoral researcher and HAI fellow focused on AI safety and risks. Stanford Institute for Human-Centered AI (HAI) offers several fellowship programs for researchers, postdocs, and students focusing on interdisciplinary AI and its societal impacts Samantha has focused on the application of AI to human impacts, including user safety and ethics and risks of new innovations.
Michael Thom, MD, CFA Canada
Samantha Bennett, HAI Fellow, Doctoral Researcher, Stanford University
Michael Thom, MD, CFA Canada
- Michael Thom is the Managing Director for CFA Societies Canada. He leads the strategic direction of CFA Societies Canada and advances the highest professional standards of integrity and ethics for the ultimate benefit of Canadian society. Michael joined CFA Societies Canada following many years of leadership in capital markets and invest
- Michael Thom is the Managing Director for CFA Societies Canada. He leads the strategic direction of CFA Societies Canada and advances the highest professional standards of integrity and ethics for the ultimate benefit of Canadian society. Michael joined CFA Societies Canada following many years of leadership in capital markets and investment management roles.
- Michael holds an undergraduate degree from the University of British Columbia, a graduate degree from Osgoode Hall Law School at York University, and is both a CFA charterholder and CAIA charterholder.
Trevor Bergeron, Founder
J. Aikman, Host, Founder & Moderator
Michael Thom, MD, CFA Canada
- Trevor Bergeron is a mechanical-engineer-turned-fintech-builder creating practical AI for everyday investors. He founded StockAlgos.com in 2021, delivering a toolbox for a variety of datasets –congressional & insider trades, fundamental ratios, news analysis, hedgefund holdings, historical earnings analysis and much more that hosts thousa
- Trevor Bergeron is a mechanical-engineer-turned-fintech-builder creating practical AI for everyday investors. He founded StockAlgos.com in 2021, delivering a toolbox for a variety of datasets –congressional & insider trades, fundamental ratios, news analysis, hedgefund holdings, historical earnings analysis and much more that hosts thousands of retail investors.
- In 2023 he launched Predictr.ca, a “Substack-meets-stock picking” prediction marketplace where users publish trade ideas, compete for cash prizes, and monetize their followings.
Eve Liu, AI Data Scientist
J. Aikman, Host, Founder & Moderator
J. Aikman, Host, Founder & Moderator
- Eve Liu builds practical AI for finance, drawing on years in investment banking and alternative investments.
- At TD Securities, she was Director of Data Science for Corporate & Investment Banking. She built in-house LLM models that outperformed vendor tools for corporate lending. She also oversaw an automated RFQ response AI project for bon
- Eve Liu builds practical AI for finance, drawing on years in investment banking and alternative investments.
- At TD Securities, she was Director of Data Science for Corporate & Investment Banking. She built in-house LLM models that outperformed vendor tools for corporate lending. She also oversaw an automated RFQ response AI project for bond trading.
- Before that, she started her investment career at Blackstone, Pantheon Ventures and Deutsche Bank in London, UK. She has also backed and exited from tech startups as the lead investor and an operator. Currently, she leads AI and operations across robotics automation, strategy, accounting and legal at ACE Medical Co. She graduated as valedictorian from the MMAI program, and also attended Hamilton College in New York State and University of Oxford.
J. Aikman, Host, Founder & Moderator
J. Aikman, Host, Founder & Moderator
J. Aikman, Host, Founder & Moderator
- J. Aikman has a diverse background in academia, law, finance, and artificial intelligence. As an adjunct faculty member at Queen’s University and Cornell University, he teaches advanced courses to graduate and executive students in programs such as the Master of Finance, MBA, Master of Management of Artificial Intelligence, and Master of
- J. Aikman has a diverse background in academia, law, finance, and artificial intelligence. As an adjunct faculty member at Queen’s University and Cornell University, he teaches advanced courses to graduate and executive students in programs such as the Master of Finance, MBA, Master of Management of Artificial Intelligence, and Master of International Business. His areas of expertise include Artificial Intelligence and Finance, Alternative Investments, and Impact Investments.
- In addition to his academic roles, Jon is the founder of Matrix Law P.C. and Nordai Analytics, showcasing his entrepreneurial spirit and expertise in law, AI, finance and analytics.
- His legal qualifications span Canada, England & Wales, and he holds the designation of Chartered Investment Manager.
PAST AND CURRENT PARTNERS AND SPEAKERS
TALKS & PANELS
Update on the latest AI developments:
What are the new, exciting AI developments and applications to investments?
AI Applications to Public and Private Investments:
Public Equities, Venture, Private Equity, Private Debt, and Hedge Funds
Portfolio management with AI:
How will AI change portfolio management? Who will manage portfolios? Will AI change allocations to public and private markets?
Risks and Regulation:
What are the risks of using AI and applications to investments? What do regulators expect for responsible, transparent, and explainable AI use?