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Expert Witness - BCE vs. Bondholders

Dr. Puffer was a key expert witness and provided litigation support for BCE and their partners vs. bondholders in the context of Canada’s largest ever Leveraged Buyout transaction. The case was decided in favour of BCE at the Supreme Court of Canada and has had important effects on the Canadian market. An article by Twist Financial on the Implications of the BCE transaction and court case on corporate bondholders in Canada can be found here.

Bringing Down the House, Fallout from the Market Collapse

At Twist Financial, we offer independent advice to a wide variety of clients in the capital markets. For larger projects, we draw on a network of other experts to bring highly skilled and specialized teams together. We offer customized solutions to meet our clients' diverse needs.

If you are caught in the current credit turmoil, accessing global bond, securitization or credit derivatives markets, or restructuring your portfolio or financing strategy, Twist Financial can design fixed income strategies to solve your complex problems. We provide sound investment strategy, policy, and process recommendations and ensure successful implementation through effective internal and external marketing and education. We also offer expert witness and litigation support in all areas of fixed income, with expertise in corporate bonds and derivatives, treasuries, securitization, mortgage and ABCP markets.

Depth and Breadth of Experience

Dr. Marlene Puffer, President of Twist Financial, is well known and respected in the capital markets. She has over 15 years of experience in fixed income portfolio management, client service and marketing, debt structuring, analytics, quantitative modeling, and academia. Marlene's diverse experience includes investment management at PIMCO Canada and Legg Mason Canada, working on the trading floors of major investment dealers, and as a professor of Finance at the University of Toronto's Rotman School of Business. Her depth and breadth of fixed income experience are distinct in the industry.

Creative Practical Solutions

Marlene's unique combination of sophisticated financial market knowledge, business acumen, and problem-solving capabilities, bring creative and practical solutions to her clients' most complex financial challenges. She emphasizes viable implementation and sound theory in the development of comprehensive investment solutions to adapt to evolving market dynamics and challenges such as regulatory changes and governance constraints.

Customer Focused Approach

With a strong customer orientation, Marlene uses her excellent communication skills to present complex information in a user-friendly way. She is passionate about forming long-term partnerships with her clients and uses a consultative approach to build strategies that reflect clients' individual perspectives. Marlene is known for her integrity, loyalty to her clients, and tremendous energy.
At Twist Financial, we offer independent advice to a wide variety of clients in the capital markets. For larger projects, we draw on a network of other experts to bring highly skilled and specialized teams together. We offer customized solutions to meet our clients' diverse needs.

If you are caught in the current credit turmoil, accessing global bond, securitization or credit derivatives markets, or restructuring your portfolio or financing strategy, Twist Financial can design fixed income strategies to solve your complex problems. We provide sound investment strategy, policy, and process recommendations and ensure successful implementation through effective internal and external marketing and education. We also offer expert witness and litigation support in all areas of fixed income, with expertise in corporate bonds and derivatives, treasuries, securitization, mortgage and ABCP markets.

Depth and Breadth of Experience

Dr. Marlene Puffer, President of Twist Financial, is well known and respected in the capital markets. She has over 15 years of experience in fixed income portfolio management, client service and marketing, debt structuring, analytics, quantitative modeling, and academia. Marlene's diverse experience includes investment management at PIMCO Canada and Legg Mason Canada, working on the trading floors of major investment dealers, and as a professor of Finance at the University of Toronto's Rotman School of Business. Her depth and breadth of fixed income experience are distinct in the industry.

Creative Practical Solutions

Marlene's unique combination of sophisticated financial market knowledge, business acumen, and problem-solving capabilities, bring creative and practical solutions to her clients' most complex financial challenges. She emphasizes viable implementation and sound theory in the development of comprehensive investment solutions to adapt to evolving market dynamics and challenges such as regulatory changes and governance constraints.

Customer Focused Approach

With a strong customer orientation, Marlene uses her excellent communication skills to present complex information in a user-friendly way. She is passionate about forming long-term partnerships with her clients and uses a consultative approach to build strategies that reflect clients' individual perspectives. Marlene is known for her integrity, loyalty to her clients, and tremendous energy.
Marlene Puffer and Michael Lea, treatment in International Journal of Property Sciences, 2009.
At Twist Financial, we offer independent advice to a wide variety of clients in the capital markets. For larger projects, we draw on a network of other experts to bring highly skilled and specialized teams together. We offer customized solutions to meet our clients' diverse needs.

If you are caught in the current credit turmoil, accessing global bond, securitization or credit derivatives markets, or restructuring your portfolio or financing strategy, Twist Financial can design fixed income strategies to solve your complex problems. We provide sound investment strategy, policy, and process recommendations and ensure successful implementation through effective internal and external marketing and education. We also offer expert witness and litigation support in all areas of fixed income, with expertise in corporate bonds and derivatives, treasuries, securitization, mortgage and ABCP markets.

Depth and Breadth of Experience

Dr. Marlene Puffer, President of Twist Financial, is well known and respected in the capital markets. She has over 15 years of experience in fixed income portfolio management, client service and marketing, debt structuring, analytics, quantitative modeling, and academia. Marlene's diverse experience includes investment management at PIMCO Canada and Legg Mason Canada, working on the trading floors of major investment dealers, and as a professor of Finance at the University of Toronto's Rotman School of Business. Her depth and breadth of fixed income experience are distinct in the industry.

Creative Practical Solutions

Marlene's unique combination of sophisticated financial market knowledge, business acumen, and problem-solving capabilities, bring creative and practical solutions to her clients' most complex financial challenges. She emphasizes viable implementation and sound theory in the development of comprehensive investment solutions to adapt to evolving market dynamics and challenges such as regulatory changes and governance constraints.

Customer Focused Approach

With a strong customer orientation, Marlene uses her excellent communication skills to present complex information in a user-friendly way. She is passionate about forming long-term partnerships with her clients and uses a consultative approach to build strategies that reflect clients' individual perspectives. Marlene is known for her integrity, loyalty to her clients, and tremendous energy.
Marlene Puffer and Michael Lea, treatment in International Journal of Property Sciences, 2009.
Marlene Puffer and Michael Lea, illness in Canadian Investment Review, Winter 2008

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Recent Trends and Developments in Fixed Income

April 22, health 2008, Toronto CFA Society luncheon, introductory remarks and moderator with Purdy Crawford, Francesca Guolo, and Andrew Kresse. Including live webcast. Click to read the handout summarizing the restructuring.
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October 20, viagra sale 2008, malady Insight Fixed Income Conference, Toronto, ON. The presentation focussed on the differences between Canadian and US mortgage markets and implications for Canadian bond markets. Marlene Puffer was a featured speaker for the third year in a row.

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Getting it Together, The ins and outs of the ABCP restructuring deal

KPMG LLP – CMHC Report, August 2008. This report analysed the effectiveness of Canada Mortgage Bonds (CMB) as financing vehicles for Canadian residential mortgages and assessed the impact of the funding program on the cost of mortgages for Canadians.

Twist Financial interviewed markets participants associated with the CMB program, wrote extensive studies on the structure of Canadian mortgage and funding markets and on the academic literature that contributed to this report.  Dr. Puffer wrote the Addendum on Current Market Conditions (Annex C of the Report) that updated the report's findings to reflect the events and market reaction associated with the financial crisis.
Marlene Puffer in Benefits and Pensions Monitor, August 2008.
KPMG LLP - CMHC Report, August 2008. This report analysed the effectiveness of Canada Mortgage Bonds (CMB) as financing vehicles for Canadian residential mortgages and assessed the impact of the funding program on the cost of mortgages for Canadians.

Twist Financial interviewed markets participants associated with the CMB program, wrote extensive studies on the structure of Canadian mortgage and funding markets and on the academic literature that contributed to this report.  Dr. Puffer wrote the Addendum on Current Market Conditions (Annex C of the Report) that updated the report's findings to reflect the events and market reaction associated with the financial crisis.
Marlene Puffer in Benefits and Pensions Monitor, August 2008.
Marlene Puffer in Canadian Investment Review, pill Summer 2008.
Reprinted in part in the Toronto CFA Society Analyst Newsletter, Fall, 2008

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Thawing of the ABCP Markets

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April 22, ailment 2008, Toronto CFA Society luncheon, introductory remarks and moderator with Purdy Crawford, Francesca Guolo, and Andrew Kresse. Including live webcast. Click to read the handout summarizing the restructuring.

Read the Article

The Big Freeze; ABCP: Anatomy of a Liquidity Crunch

KPMG LLP – CMHC Report, August 2008. This report analysed the effectiveness of Canada Mortgage Bonds (CMB) as financing vehicles for Canadian residential mortgages and assessed the impact of the funding program on the cost of mortgages for Canadians.

Twist Financial interviewed markets participants associated with the CMB program, wrote extensive studies on the structure of Canadian mortgage and funding markets and on the academic literature that contributed to this report.  Dr. Puffer wrote the Addendum on Current Market Conditions (Annex C of the Report) that updated the report's findings to reflect the events and market reaction associated with the financial crisis.
Marlene Puffer in Benefits and Pensions Monitor, August 2008.
KPMG LLP - CMHC Report, August 2008. This report analysed the effectiveness of Canada Mortgage Bonds (CMB) as financing vehicles for Canadian residential mortgages and assessed the impact of the funding program on the cost of mortgages for Canadians.

Twist Financial interviewed markets participants associated with the CMB program, wrote extensive studies on the structure of Canadian mortgage and funding markets and on the academic literature that contributed to this report.  Dr. Puffer wrote the Addendum on Current Market Conditions (Annex C of the Report) that updated the report's findings to reflect the events and market reaction associated with the financial crisis.
Marlene Puffer in Benefits and Pensions Monitor, August 2008.
Marlene Puffer in Canadian Investment Review, pill Summer 2008.
Reprinted in part in the Toronto CFA Society Analyst Newsletter, Fall, 2008
KPMG LLP - CMHC Report, August 2008. This report analysed the effectiveness of Canada Mortgage Bonds (CMB) as financing vehicles for Canadian residential mortgages and assessed the impact of the funding program on the cost of mortgages for Canadians.

Twist Financial interviewed markets participants associated with the CMB program, wrote extensive studies on the structure of Canadian mortgage and funding markets and on the academic literature that contributed to this report.  Dr. Puffer wrote the Addendum on Current Market Conditions (Annex C of the Report) that updated the report's findings to reflect the events and market reaction associated with the financial crisis.
Marlene Puffer in Benefits and Pensions Monitor, August 2008.
Marlene Puffer in Canadian Investment Review, pill Summer 2008.
Reprinted in part in the Toronto CFA Society Analyst Newsletter, Fall, 2008
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Reprinted in part in the Toronto CFA Society Analyst Newsletter, March, 2008

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Update on Industry Trends and Developments in Fixed Income Investing

October 29-30, what is ed hospital hospital 2007, Insight Fixed Income Conference, Toronto, ON.  Featured Speaker.

Recent Events, Lessons Learned, and Reducing Vulnerabilities

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September 24, hospital 2007, treat Invited participant in a roundtable discussion with Canadian Capital Market Participants, Toronto, ON.  Organized by the Department of Finance, OSFI, and Bank of Canada.

Credit Rating Agencies: Need for Reform in Canada?

Dr. Marlene Puffer on Linkedin

Marlene K. Puffer, Ph.D., CFA, ICD.D - President

Marlene Puffer
Dr. Puffer founded Twist Financial Corp. in 2005 to provide strategic advice, macroeconomic and investment strategies, research and analytics, education, and litigation support to institutional investors and other market participants. Her leadership and broad experience in the capital markets and academia provide clients with a unique perspective along with innovative and pragmatic solutions.

Dr. Puffer is a Trustee on the Board and Chair of the Asset Liability Committee of the Hospitals of Ontario Pension Plan (HOOPP). She has been Chief Strategist and Managing Editor, Global Fixed Income Strategy at BCA Research, a global leader in independent macro investment strategy, and she has held senior roles at PIMCO Canada, Legg Mason Canada, BMO and RBC. She began her career as a professor of finance at the Rotman School of Business at the University of Toronto.

Dr. Puffer holds a Ph.D. in Finance and Applied Statistics and a M.Sc. in Business Administration from the University of Rochester William E. Simon Graduate School of Business Administration, and master's and bachelor's degrees in Economics from the University of Toronto. She is a CFA charterholder and holds the ICD.D designation granted by the Institute of Corporate Directors.

She is sought-after in the media and at conferences as a speaker and presenter.  She has authored numerous articles in academic and practitioner publications.

Dr. Puffer has also served on boards at the Canadian Investment Review, the Toronto CFA Society and the University of Toronto. She is a past-President of Women in Capital Markets.

Consultants

Alexandra Mackay, Ph.D.

MacKay A
Dr. Alexandra MacKay is a Senior Lecturer in Finance at the Rotman School of Management, University of Toronto.  Her expertise includes fixed income, derivatives and risk management. She is the Academic Director of the Master of Finance Program and Director of Finance Programs in Executive Education.  She teaches courses in fixed income and derivatives at the undergraduate and graduate levels. She also teaches Executive Education programs, including the Financial Acumen Program for TD Group and Financial Literacy for Directors and Executives. Dr. Mackay holds a Ph.D. in finance from York University and M.A. and B.Sc. degrees from the University of Toronto.

Dr. Marlene Puffer on Linkedin

Maureen Stapleton, MBA, M.Sc., CFA, FCSI

Stapleton M

Maureen Stapleton is a Senior Lecturer in Finance at the Rotman School of Management, University of Toronto. She teaches courses in financial markets and investments. Her expertise includes asset allocation, pension funds, mutual funds and ETF’s. She has 25 years of industry experience in investment analysis and institutional portfolio management. Maureen was EVP, Fixed Income Management at UBS Global Asset Management, and SVP, Institutional Asset Management at RT Capital.  Maureen holds the CFA designation, she is a Fellow of the Canadian Securities Institute, and she holds MBA and M.Sc. degrees from the University of Toronto. She is an Investment Advisor to the Healthcare of Ontario Pension Plan, a former Director of the Toronto CFA Society and a past President of Women in Capital Markets.
Dr. Marlene Puffer on Linkedin

Marlene K. Puffer, Ph.D., CFA, ICD.D - President

Marlene Puffer
Dr. Puffer founded Twist Financial Corp. in 2005 to provide strategic advice, macroeconomic and investment strategies, research and analytics, education, and litigation support to institutional investors and other market participants. Her leadership and broad experience in the capital markets and academia provide clients with a unique perspective along with innovative and pragmatic solutions.

Dr. Puffer is a Trustee on the Board and Chair of the Asset Liability Committee of the Hospitals of Ontario Pension Plan (HOOPP). She has been Chief Strategist and Managing Editor, Global Fixed Income Strategy at BCA Research, a global leader in independent macro investment strategy, and she has held senior roles at PIMCO Canada, Legg Mason Canada, BMO and RBC. She began her career as a professor of finance at the Rotman School of Business at the University of Toronto.

Dr. Puffer holds a Ph.D. in Finance and Applied Statistics and a M.Sc. in Business Administration from the University of Rochester William E. Simon Graduate School of Business Administration, and master's and bachelor's degrees in Economics from the University of Toronto. She is a CFA charterholder and holds the ICD.D designation granted by the Institute of Corporate Directors.

She is sought-after in the media and at conferences as a speaker and presenter.  She has authored numerous articles in academic and practitioner publications.

Dr. Puffer has also served on boards at the Canadian Investment Review, the Toronto CFA Society and the University of Toronto. She is a past-President of Women in Capital Markets.

Consultants

Alexandra Mackay, Ph.D.

MacKay A
Dr. Alexandra MacKay is a Senior Lecturer in Finance at the Rotman School of Management, University of Toronto.  Her expertise includes fixed income, derivatives and risk management. She is the Academic Director of the Master of Finance Program and Director of Finance Programs in Executive Education.  She teaches courses in fixed income and derivatives at the undergraduate and graduate levels. She also teaches Executive Education programs, including the Financial Acumen Program for TD Group and Financial Literacy for Directors and Executives. Dr. Mackay holds a Ph.D. in finance from York University and M.A. and B.Sc. degrees from the University of Toronto.

Dr. Marlene Puffer on Linkedin

Maureen Stapleton, MBA, M.Sc., CFA, FCSI

Stapleton M

Maureen Stapleton is a Senior Lecturer in Finance at the Rotman School of Management, University of Toronto. She teaches courses in financial markets and investments. Her expertise includes asset allocation, pension funds, mutual funds and ETF’s. She has 25 years of industry experience in investment analysis and institutional portfolio management. Maureen was EVP, Fixed Income Management at UBS Global Asset Management, and SVP, Institutional Asset Management at RT Capital.  Maureen holds the CFA designation, she is a Fellow of the Canadian Securities Institute, and she holds MBA and M.Sc. degrees from the University of Toronto. She is an Investment Advisor to the Healthcare of Ontario Pension Plan, a former Director of the Toronto CFA Society and a past President of Women in Capital Markets.
Winter 2002, viagra buy Women in Capital Markets Keynote Luncheon, Who are you? What do you need? What are you willing to share?, Networking Seminar Panelist
Dr. Marlene Puffer on Linkedin

Marlene K. Puffer, Ph.D., CFA, ICD.D - President

Marlene Puffer
Dr. Puffer founded Twist Financial Corp. in 2005 to provide strategic advice, macroeconomic and investment strategies, research and analytics, education, and litigation support to institutional investors and other market participants. Her leadership and broad experience in the capital markets and academia provide clients with a unique perspective along with innovative and pragmatic solutions.

Dr. Puffer is a Trustee on the Board and Chair of the Asset Liability Committee of the Hospitals of Ontario Pension Plan (HOOPP). She has been Chief Strategist and Managing Editor, Global Fixed Income Strategy at BCA Research, a global leader in independent macro investment strategy, and she has held senior roles at PIMCO Canada, Legg Mason Canada, BMO and RBC. She began her career as a professor of finance at the Rotman School of Business at the University of Toronto.

Dr. Puffer holds a Ph.D. in Finance and Applied Statistics and a M.Sc. in Business Administration from the University of Rochester William E. Simon Graduate School of Business Administration, and master's and bachelor's degrees in Economics from the University of Toronto. She is a CFA charterholder and holds the ICD.D designation granted by the Institute of Corporate Directors.

She is sought-after in the media and at conferences as a speaker and presenter.  She has authored numerous articles in academic and practitioner publications.

Dr. Puffer has also served on boards at the Canadian Investment Review, the Toronto CFA Society and the University of Toronto. She is a past-President of Women in Capital Markets.

Consultants

Alexandra Mackay, Ph.D.

MacKay A
Dr. Alexandra MacKay is a Senior Lecturer in Finance at the Rotman School of Management, University of Toronto.  Her expertise includes fixed income, derivatives and risk management. She is the Academic Director of the Master of Finance Program and Director of Finance Programs in Executive Education.  She teaches courses in fixed income and derivatives at the undergraduate and graduate levels. She also teaches Executive Education programs, including the Financial Acumen Program for TD Group and Financial Literacy for Directors and Executives. Dr. Mackay holds a Ph.D. in finance from York University and M.A. and B.Sc. degrees from the University of Toronto.

Dr. Marlene Puffer on Linkedin

Maureen Stapleton, MBA, M.Sc., CFA, FCSI

Stapleton M

Maureen Stapleton is a Senior Lecturer in Finance at the Rotman School of Management, University of Toronto. She teaches courses in financial markets and investments. Her expertise includes asset allocation, pension funds, mutual funds and ETF’s. She has 25 years of industry experience in investment analysis and institutional portfolio management. Maureen was EVP, Fixed Income Management at UBS Global Asset Management, and SVP, Institutional Asset Management at RT Capital.  Maureen holds the CFA designation, she is a Fellow of the Canadian Securities Institute, and she holds MBA and M.Sc. degrees from the University of Toronto. She is an Investment Advisor to the Healthcare of Ontario Pension Plan, a former Director of the Toronto CFA Society and a past President of Women in Capital Markets.
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Dr. Marlene Puffer on Linkedin

Marlene K. Puffer, Ph.D., CFA, ICD.D - President

Marlene Puffer
Dr. Puffer founded Twist Financial Corp. in 2005 to provide strategic advice, macroeconomic and investment strategies, research and analytics, education, and litigation support to institutional investors and other market participants. Her leadership and broad experience in the capital markets and academia provide clients with a unique perspective along with innovative and pragmatic solutions.

Dr. Puffer is a Trustee on the Board and Chair of the Asset Liability Committee of the Hospitals of Ontario Pension Plan (HOOPP). She has been Chief Strategist and Managing Editor, Global Fixed Income Strategy at BCA Research, a global leader in independent macro investment strategy, and she has held senior roles at PIMCO Canada, Legg Mason Canada, BMO and RBC. She began her career as a professor of finance at the Rotman School of Business at the University of Toronto.

Dr. Puffer holds a Ph.D. in Finance and Applied Statistics and a M.Sc. in Business Administration from the University of Rochester William E. Simon Graduate School of Business Administration, and master's and bachelor's degrees in Economics from the University of Toronto. She is a CFA charterholder and holds the ICD.D designation granted by the Institute of Corporate Directors.

She is sought-after in the media and at conferences as a speaker and presenter.  She has authored numerous articles in academic and practitioner publications.

Dr. Puffer has also served on boards at the Canadian Investment Review, the Toronto CFA Society and the University of Toronto. She is a past-President of Women in Capital Markets.

Consultants

Alexandra Mackay, Ph.D.

MacKay A
Dr. Alexandra MacKay is a Senior Lecturer in Finance at the Rotman School of Management, University of Toronto.  Her expertise includes fixed income, derivatives and risk management. She is the Academic Director of the Master of Finance Program and Director of Finance Programs in Executive Education.  She teaches courses in fixed income and derivatives at the undergraduate and graduate levels. She also teaches Executive Education programs, including the Financial Acumen Program for TD Group and Financial Literacy for Directors and Executives. Dr. Mackay holds a Ph.D. in finance from York University and M.A. and B.Sc. degrees from the University of Toronto.

Dr. Marlene Puffer on Linkedin

Maureen Stapleton, MBA, M.Sc., CFA, FCSI

Stapleton M

Maureen Stapleton is a Senior Lecturer in Finance at the Rotman School of Management, University of Toronto. She teaches courses in financial markets and investments. Her expertise includes asset allocation, pension funds, mutual funds and ETF’s. She has 25 years of industry experience in investment analysis and institutional portfolio management. Maureen was EVP, Fixed Income Management at UBS Global Asset Management, and SVP, Institutional Asset Management at RT Capital.  Maureen holds the CFA designation, she is a Fellow of the Canadian Securities Institute, and she holds MBA and M.Sc. degrees from the University of Toronto. She is an Investment Advisor to the Healthcare of Ontario Pension Plan, a former Director of the Toronto CFA Society and a past President of Women in Capital Markets.
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Dr. Marlene Puffer on Linkedin

Marlene K. Puffer, Ph.D., CFA, ICD.D - President

Marlene Puffer
Dr. Puffer founded Twist Financial Corp. in 2005 to provide strategic advice, macroeconomic and investment strategies, research and analytics, education, and litigation support to institutional investors and other market participants. Her leadership and broad experience in the capital markets and academia provide clients with a unique perspective along with innovative and pragmatic solutions.

Dr. Puffer is a Trustee on the Board and Chair of the Asset Liability Committee of the Hospitals of Ontario Pension Plan (HOOPP). She has been Chief Strategist and Managing Editor, Global Fixed Income Strategy at BCA Research, a global leader in independent macro investment strategy, and she has held senior roles at PIMCO Canada, Legg Mason Canada, BMO and RBC. She began her career as a professor of finance at the Rotman School of Business at the University of Toronto.

Dr. Puffer holds a Ph.D. in Finance and Applied Statistics and a M.Sc. in Business Administration from the University of Rochester William E. Simon Graduate School of Business Administration, and master's and bachelor's degrees in Economics from the University of Toronto. She is a CFA charterholder and holds the ICD.D designation granted by the Institute of Corporate Directors.

She is sought-after in the media and at conferences as a speaker and presenter.  She has authored numerous articles in academic and practitioner publications.

Dr. Puffer has also served on boards at the Canadian Investment Review, the Toronto CFA Society and the University of Toronto. She is a past-President of Women in Capital Markets.

Consultants

Alexandra Mackay, Ph.D.

MacKay A
Dr. Alexandra MacKay is a Senior Lecturer in Finance at the Rotman School of Management, University of Toronto.  Her expertise includes fixed income, derivatives and risk management. She is the Academic Director of the Master of Finance Program and Director of Finance Programs in Executive Education.  She teaches courses in fixed income and derivatives at the undergraduate and graduate levels. She also teaches Executive Education programs, including the Financial Acumen Program for TD Group and Financial Literacy for Directors and Executives. Dr. Mackay holds a Ph.D. in finance from York University and M.A. and B.Sc. degrees from the University of Toronto.

Dr. Marlene Puffer on Linkedin

Maureen Stapleton, MBA, M.Sc., CFA, FCSI

Stapleton M

Maureen Stapleton is a Senior Lecturer in Finance at the Rotman School of Management, University of Toronto. She teaches courses in financial markets and investments. Her expertise includes asset allocation, pension funds, mutual funds and ETF’s. She has 25 years of industry experience in investment analysis and institutional portfolio management. Maureen was EVP, Fixed Income Management at UBS Global Asset Management, and SVP, Institutional Asset Management at RT Capital.  Maureen holds the CFA designation, she is a Fellow of the Canadian Securities Institute, and she holds MBA and M.Sc. degrees from the University of Toronto. She is an Investment Advisor to the Healthcare of Ontario Pension Plan, a former Director of the Toronto CFA Society and a past President of Women in Capital Markets.
Winter 2002, viagra buy Women in Capital Markets Keynote Luncheon, Who are you? What do you need? What are you willing to share?, Networking Seminar Panelist
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Dr. Marlene Puffer on Linkedin

Marlene K. Puffer, Ph.D., CFA, ICD.D - President

Marlene Puffer
Dr. Puffer founded Twist Financial Corp. in 2005 to provide strategic advice, macroeconomic and investment strategies, research and analytics, education, and litigation support to institutional investors and other market participants. Her leadership and broad experience in the capital markets and academia provide clients with a unique perspective along with innovative and pragmatic solutions.

Dr. Puffer is a Trustee on the Board and Chair of the Asset Liability Committee of the Hospitals of Ontario Pension Plan (HOOPP). She has been Chief Strategist and Managing Editor, Global Fixed Income Strategy at BCA Research, a global leader in independent macro investment strategy, and she has held senior roles at PIMCO Canada, Legg Mason Canada, BMO and RBC. She began her career as a professor of finance at the Rotman School of Business at the University of Toronto.

Dr. Puffer holds a Ph.D. in Finance and Applied Statistics and a M.Sc. in Business Administration from the University of Rochester William E. Simon Graduate School of Business Administration, and master's and bachelor's degrees in Economics from the University of Toronto. She is a CFA charterholder and holds the ICD.D designation granted by the Institute of Corporate Directors.

She is sought-after in the media and at conferences as a speaker and presenter.  She has authored numerous articles in academic and practitioner publications.

Dr. Puffer has also served on boards at the Canadian Investment Review, the Toronto CFA Society and the University of Toronto. She is a past-President of Women in Capital Markets.

Consultants

Alexandra Mackay, Ph.D.

MacKay A
Dr. Alexandra MacKay is a Senior Lecturer in Finance at the Rotman School of Management, University of Toronto.  Her expertise includes fixed income, derivatives and risk management. She is the Academic Director of the Master of Finance Program and Director of Finance Programs in Executive Education.  She teaches courses in fixed income and derivatives at the undergraduate and graduate levels. She also teaches Executive Education programs, including the Financial Acumen Program for TD Group and Financial Literacy for Directors and Executives. Dr. Mackay holds a Ph.D. in finance from York University and M.A. and B.Sc. degrees from the University of Toronto.

Dr. Marlene Puffer on Linkedin

Maureen Stapleton, MBA, M.Sc., CFA, FCSI

Stapleton M

Maureen Stapleton is a Senior Lecturer in Finance at the Rotman School of Management, University of Toronto. She teaches courses in financial markets and investments. Her expertise includes asset allocation, pension funds, mutual funds and ETF’s. She has 25 years of industry experience in investment analysis and institutional portfolio management. Maureen was EVP, Fixed Income Management at UBS Global Asset Management, and SVP, Institutional Asset Management at RT Capital.  Maureen holds the CFA designation, she is a Fellow of the Canadian Securities Institute, and she holds MBA and M.Sc. degrees from the University of Toronto. She is an Investment Advisor to the Healthcare of Ontario Pension Plan, a former Director of the Toronto CFA Society and a past President of Women in Capital Markets.
Winter 2002, viagra buy Women in Capital Markets Keynote Luncheon, Who are you? What do you need? What are you willing to share?, Networking Seminar Panelist
Winter 2002, check Women in Capital Markets Keynote Luncheon, Networking Seminar Panelist.
October 28, side effects 2004, Women in Capital Markets, Mentor Lunch, Speaker
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May 2005, ailment Capital Markets Institute Conference, Panelist