2026 IIFA Conference

Since earning her Ph.D. in Economics from Toronto Metropolitan University, Angélique has built a career at the intersection of research, policy, and strategy. She is currently the Director of Research at SIMA, where she leads SIMA's strategic research initiatives to inform our advocacy and policy development efforts and will be essential to aligning our research with SIMA’s strategic priorities focusing on asset management, wealth management, and capital markets.

Previously, Angélique worked as an economic and strategy consultant, advising clients on complex litigation matters. She has also held international research positions and served as a lecturer in economics at Toronto Metropolitan University, where she continues to teach periodically.

Ian has over 25 years of experience in research, policy development, and stakeholder engagement across asset management, wealth management, and ESG fields. He is currently Vice-President of Research & Statistics at SIMA with prior leadership roles at organizations including the Responsible Investment Association and Sustainalytics.

Ian has a background in leadership in research and strategy, including overseeing mutual fund and ETF data collection, managing forward-looking data strategies, and interpreting global regulatory and industry trends to inform policy and communications. He is a dynamic communicator and leader, skilled at synthesizing complex data into actionable insights, mentoring teams, and presenting to diverse audiences from boardrooms to academic institutions.

Blake Briggs is the Chief Executive Officer of the Financial Services Council. 

Blake became CEO of the Financial Services Council in January 2022 after joining the FSC as Deputy Chief Executive Officer in 2020, where he was responsible for policy and advocacy on behalf of FSC members. 

Blake has extensive experience as an advocate for the financial services industry. Blake has previously worked for Westpac Group, as Head of Government Affairs for Wealth, and at the FSC as Senior Policy Manager for Superannuation. Blake has also worked as a policy adviser and industrial advocate for the Commonwealth Government and the NSW Business Chamber.

Blake is also a member of the Board of Advice for the University of Sydney Business School's Discipline of Work and Organisational Studies. Blake holds a Juris Doctor from the University of New South Wales and a Bachelor in Commerce (liberal studies) from the University of Sydney.

Delphine de Chaisemartin has been appointed Deputy Chief Executive Officer of AFG in August 2023. She began her career in 1993 at CPR, before joining PwC in 1997 as an audit manager specialising in financial services.

In 2002, she joined Société Générale Corporate and Investment Banking, where she became Deputy Head and then Head of Financial Control for market activities. In 2006, she continued her career in New York, still with the Société Générale, holding various roles as Managing Director of debt and finance activities. In 2012, she became Head of Strategic Investments Management in the financial sector and ecological transition within the Caisse des Dépôts group until 2018.

Subsequently, she joined La Banque Postale in 2018 as Director of Public Affairs and Corporate Group communication, also serving as a member of the management committee. Throughout her career, she has held directorships in several financial companies, including CNP Assurances, BpiFrance financement, SFIL, Qualium investment, Innovation Capital, Tocqueville Finance, LBPAM, AEW and Crédit Logement.

Since 2018, she has been a member of the National Sanctions Commission (CNS). She is a graduate of EM Lyon and holds an MBA in Finance, International Relations, Strategic Communication, and Institutional Governance from York University in Toronto (Canada). She also holds a degree in accounting and finance (DECF).

Jose Carlos Doherty has been CEO of the Brazilian Financial and Capital Markets Association (Anbima) since 2012, after six years as head of Market Supervision at the same Association. He is also a board member of the International Investment Funds Association (IIFA), of the International Council of Securities Associations (ICSA) and of the Sustainable Investment Advisory Council of United Nations Conference on Trade and Development (Unctad), and is a member of Insper’s External Evaluation Committee (CEA). Participates in the Affiliate Members Consultative Committee (AMCC) of IOSCO.  

Overs the last 35 years, he worked in several organizations and financial institutions in Brazil and abroad, including the Brazilian Securities Commission (CVM), São Paulo Stock Exchange (Bovespa), Deutsche Bank, BankBoston, Bank of America and Brown Brothers Harriman.  

He was a member of the Advisory Board of the Corporate Sustainability Index (CISE) from 2013 to 2019 and on the Advisory Council of Global Reporting Initiative (GRI) in Brazil from 2020 to 2022. He chaired the IOSCO Affiliate Membership Consultative Committee (AMCC) from 2013 to 2018 and the International Investment Funds Association (IIFA) from 2020 to 2022. He was also vice-president of FIAFIN (Iberoamerican Federation of Investment Funds) from 2020 to 2022.  

He holds a degree in Economics from the Federal University of Brasília (UnB) and an Executive MBA in Finance from Insper in São Paulo. He has a Global Advanced Management Program (GAMP) certificate from Georgetown University (USA) and Esade (Spain).   

Frances Donald is the Chief Economist at RBC and leads a team of economists who deliver economic analyses to help inspire and empower informed decision making in an evolving world. Frances is a leading voice on economic issues and is highly sought after by clients, government leaders, policy makers, and media in the U.S. and Canada for her deep insights on the macro-economic environment and financial markets in North America. She is recognized for her ability to effectively communicate complex economic issues to wide audiences. 

Frances joined RBC from another financial institution where she served as global chief economist and strategist. In this capacity, she was responsible for forecasting global macroeconomic and financial trends, analyzing the economy and capital markets for potential opportunities and risks, and serving as a thought leader both within the firm and externally.

She’s a frequent public speaker and regularly appears in international media, including Bloomberg and CNBC.

Frances obtained a Bachelor of Economics from Queen’s University and earned her master’s degree in economics from New York University.

Ana Flávia Lopes is the Head of International Affairs at ANBIMA, the Brazilian Financial and Capital Markets Association, with over 15 years of experience in the industry. Leads the Association’s cross-border strategy since 2024 and, prior to that, was one of the responsible for the investment funds discussion within the Association. Represents ANBIMA in several international working groups and discussions, including in IIFA (International Investment Funds Association), ICMA (International Capital Markets Association), ICSA (International Council of Securities Associations) and FIAFIN (Ibero-American Federation of Investment Funds). Before joining ANBIMA, also gained experience in globally recognized financial institutions, such as Goldman Sachs and Deutsche Bank.

Goshka Folda leads Investor Economics, Canada’s premier provider of data, research, and competitive intelligence for the financial services industry, helping organizations make informed strategic decisions in an increasingly complex marketplace.

With more than 25 years of experience as a financial services research and consulting leader, Goshka oversees a team dedicated to producing rigorous, data-driven analysis of the retail financial services landscape. Her expertise spans household wealth, asset and wealth management, banking, life insurance, and retirement markets.

Throughout her career, Goshka has led a broad range of research and advisory engagements focused on growth strategy, market opportunity assessment, competitive positioning, industry disruption and innovation, product and distribution strategies, client experience, and the evolution of manufacturing and distribution models across the financial services sector.

Goshka holds a Master's degree with distinction from the Warsaw School of Economics and earned her International Baccalaureate (IB) diploma from Lester B. Pearson College of the Pacific in Victoria, British Columbia.

Daniela Follegot joined SIMA as Vice-President, Asset and Wealth Management in 2025. Previous to this, she was managing counsel and director with the RBC Law Group where she was a key legal advisor to the RBC Canadian Wealth Management businesses, providing leadership on core strategic initiatives. Daniela was also legal counsel at the Ontario Securities Commission and she supported TD’s asset-management and wealth-management businesses.

As part of SIMA’s expanded mandate, Daniela leads and builds on our advocacy efforts for retail manufacturing, asset management, and distribution.

Valentín Galardi is chairman of Argentine Mutual Funds Association, a role he has held since 2015. He currently serves as the chairman of the Fiafin (Iberoamerican Federation of Mutual Funds). Valentín is a member of the Board of Directors of the IIFA (International Investment Fund Association) since 2016. He is also a member of the Latin America & Caribbean Advisory Board of the GFANZ (Glasgow Financial Alliance for Net Zero) and a member of the Buenos Aires Stock Exchange’s Counsel. He joined BBVA (Banco Bilbao Vizcaya Argentaria) in 1994. He spent three years in BBVA Asset Management Madrid (Spain). In 2005 was promoted to serve as deputy chair of BBVA Francés Asset Management S.A (Argentina) and became a chairman in 2008 until 2015. He is a lawyer graduate of the UBA (University of Buenos Aires) and received a master’s degree in Business Law from Universidad Austral.

Michael Grifferty founded and leads The Gulf Capital Market Association, the industry body representing the Arabian Gulf debt and equity markets and the asset management industry. The GCMA is composed of the region’s leading banks, asset managers, law firms, issuers, ratings agencies and service providers and plays a leading role on all major matters concerning development of capital markets in the region. 

Previously, Michael served as advisor for the US Treasury on sovereign debt and bond markets, advising over forty countries and regional organizations. He has also consulted extensively for the International Monetary Fund and Arab Monetary Fund.

Prior to his international career, Mr. Grifferty was a senior vice president at Government Finance Associates, providing problem-solving financial advisory services to US state and local governments. He has degrees from New York University and Georgetown University in Public Finance and International Relations, respectively.  A native English speaker, Michael speaks French and Russian.

Yoshio Hishida is the chairman of the Investment Management Association of Japan (IMAJ).

IMAJ was established on April 1, 2026, through the integration of the Japan Investment Trust Association and Japan Investment Advisers Association. He is the first Japanese professional to receive the Lifetime Achievement Award from Asia Asset Management in 2024.

Yoshio has more than 30 years of experience in the asset management industry. He had been President and CEO of Sumitomo Mitsui Trust Asset Management Co., Ltd. from October 2018 to September 2025.

Yoshio started his professional career at Sumitomo Trust and Banking, Co., Ltd. (currently SuMi TB). He has more than 16 years of experience as a portfolio manager and was a specialist in global equities and a quantitative model-driven strategy. Yoshio became General Manager of the Fiduciary Business Promotion Department of SuMi TB in 2008 and has also served as Managing Director and Global CIO. He has been supervising and overseeing the global business and institutional client relationships, as well.

In the asset management industry, he has held various positions, including Vice Chairman and Board Member of The Investment Trusts Association of Japan; Vice Chairman and Board Member of The Securities Analysts Association of Japan; and Chairperson of the Investor Group for 30% Club Japan.

He graduated as valedictorian from Kobe University with a B.A. in business administration. He is a CFA charterholder and a Certificate-holder Member of the Securities Analysts Association of Japan.

Paula Ip is the Chief Executive Officer of the Hong Kong Investment Funds Association (HKIFA), a non-profit organization representing the asset management industry in Hong Kong.

In her role, Ms. Ip leads the HKIFA Executive Office and works closely with the Association’s Executive Committee and its Subcommittees to advance HKIFA’s strategic priorities. These include fostering collaboration and knowledge-sharing among members; strengthening connectivity with Chinese Mainland and international markets; advocating for a robust, sustainable regulatory and operational framework; and delivering high-quality investor education initiatives to reinforce Hong Kong’s position as a premier global asset management hub.

A seasoned investment professional, Ms. Ip brings over 30 years of experience in asset management and wealth advisory. She has held senior leadership positions at several leading global financial institutions, including UBS, GAM, ING, and J.P. Morgan (Chase) Asset Management. Most recently, she served as Managing Director at UBS AG, Global Wealth Management, where she oversaw fund advisory and distribution across North Asia.

Ms. Ip is also selected by the Home and Youth Affairs Bureau of the HKSAR Government as one of the mentors under the “She Inspires” Mentorship Programme, supporting the next generation of women leaders.

She is a CFA charterholder and holds an MBA from The Chinese University of Hong Kong. She also attained Private Markets Investment Program Certificate from University of Oxford Saïd Business School and Private Equity Certificate from CFA Institute.

Pat Lardner joined Irish Funds as Chief Executive in April 2012. He has over thirty years’ experience in the global asset management industry and has held executive and board roles in Ireland and overseas with firms managing a full range of traditional and alternative investment strategies.

Pat holds undergraduate and postgraduate degrees from University College Dublin and a Diploma in Company Direction from the Institute of Directors. As well as participating on all significant Government sponsored groups relating to funds and asset management in Ireland, Pat is a member of the Board of the European Fund and Asset Management Association and of basis.point. During his career he has served on the Board of the International Investment Funds Association, the Council of the Irish Association of Pension Funds and the Board of the Irish Association of Investment Managers.

Mr. Liu worked in the China Securities Regulatory Commission system since October 2000, bringing over 25 years of regulatory experience dedicated in investor protection. He joined the Asset Management Association of China in February 2025. He is now a Non-Member Director of AMAC, responsible for the Association's international affairs, investor protection and self-discipline management for private funds.

Ryan leads PwC Canada’s Banking and Capital Markets Assurance practice and their Financial Risk Management practice, helping build trust in society for the past 25 years. He works closely with the Office of the Superintendent of Financial Institutions (OSFI), regulated banks as well as credit unions. Ryan has been very active in the digital asset industry for the past 10 years, leading initiatives to develop and clarify regulatory requirements.

Relevant Experience
• Engagement leader on the audits of public and private banks and financial institutions in Canada (CPAB and PCAOB)
• Active member of OSFI Deposit Taking Institutions Auditor Advisory Committee
• Leads a team of quantitative specialists supporting financial institutions across risk and reporting models
• Engagement leader or Quality Review Partner on public digital asset ETFs, Crypto Trading Platforms and SEC Bitcoin mining entity
• Advise financial institutions on tokenization strategies
• Global chair of PwC’s Cryptocurrency Accounting Working Group
• Global Co‑Developer of PwC’s Halo Crypto Audit Solution
• Member of AcSB and CPA Canada’s Crypto Asset Working Groups
• Performed multiple Crypto Trading Platform regulatory gap assessments for Canadian market entrants
• Buy‑side due diligence over multiple digital asset companies
• Provide digital asset training to numerous organizations
• Frequent collaborator with regulatory bodies including CPA Canada and CPAB

Ryan earned a Bachelor of Commerce from the University of Toronto and is a Chartered Professional Accountant (CPA).

Andy Mitchell joined SIMA in January 2023 as President and CEO. He has worked in the financial services sector for more than 30 years and has broad investment industry and leadership experience. Before joining SIMA, Andy was Managing Director and Head of Asset Management Distribution for SEI Investments Canada. Prior to joining SEI, he was President and COO of Worldsource Financial Management, a leading independent advisor network. As the president of Performa Financial Group, a division of Standard Life Canada, he played a principal role in the development of their advisor distribution network. He has also held senior leadership roles at Guardian Capital Group Limited and Bank of America Canada.

Andy has an MBA from Dalhousie University, is a Fellow of the Institute of Canadian Bankers, and holds his Responsible Investment Specialist designation.

Sunette Mulder is currently the Chief of Staff at the Association for Savings and Investment South Africa (ASISA), where she oversees all internal operations, including Finance, Risk and Compliance, Technical Services, Operations, and Information Technology. In addition, she serves as ASISA’s official spokesperson on matters relating to Collective Investment Schemes (unit trusts).

Sunette began her career at Old Mutual South Africa, where she held a variety of roles before moving to Coronation Fund Managers and later Cadiz Asset Managers. Through her extensive experience within the financial services industry, she has developed deep expertise in governance, operational management, and strategic leadership.

She represents both South Africa and ASISA on several local and international advisory committees and boards. She is the Deputy Chairperson of the CRISA Committee, which launched the Code for Responsible Investing in South Africa, and serves on various JSE Advisory Committees. She is also a board member of the Integrated Reporting Committee of South Africa and contributes to the South African Sustainable Finance Initiative, established under the auspices of the National Treasury.

In addition, Sunette has served on a number of International Investment Funds Association (IIFA) committees, most recently the Sustainability Working Committee and the Statistics Working Committee, where she has contributed to advancing industry best practices and global collaboration on sustainability and investment fund matters.

Sunette holds a B.Comm in Mathematics, an Honours degree in Business and Administration (cum laude), and an MBA (cum laude).

Eva M. Mykolenko is Associate Chief Counsel, Securities Regulation with the Investment Company Institute. Mykolenko advocates on behalf of US and global, regulated funds and their investors to securities regulators and multinational organizations in the United States and abroad. She started with ICI in 2008 after more than eight years in private practice at Willkie Farr & Gallagher LLP and Shearman & Sterling LLP. While in private practice, Mykolenko advised mutual fund, hedge fund, and investment adviser clients on a variety of compliance, regulatory, and transactional matters. Mykolenko received her undergraduate degree from the University of Michigan and her law degree from the University of Michigan Law School.

Karen leads Coporate Affairs function at the IA, which includes communications, digital, UK government affairs and European affairs. 

Before joining the IA in March 2022, Karen was Head of Government Relations and Regulatory Strategy, Asia Pacific at the London Stock Exchange Group.
 
Previously, Karen worked at the Financial Authority where she held a number of roles including leading the FCA's international relations function and the asset management and funds policy team.

Bill is president & CEO at Aviso Wealth Inc. He is the former CEO of Qtrade Financial Group and executive managing director, wealth management and life and health insurance, Desjardins Group. He was president, CEO, chair and/or director of Rockwater Capital, Merrill Lynch Canada, Midland Walwyn Capital, Blackmont Capital and Financial Concept Group. Bill was a director at The Canadian Securities Institute, Canadian Investment Protection Fund, The Investment Industry Association of Canada, and Investment Dealers Association of Canada (now CIRO). A chartered accountant, he has a math degree from the University of Waterloo.

Eric J. Pan is the President and CEO of the Investment Company Institute (ICI), the leading association representing the global asset management industry with offices in Washington DC, Brussels, and London. ICI’s mission is to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor.

Mr. Pan also chairs The International Investment Funds Association, the body of national and regional associations representing investment funds in all parts of the world.   

Mr. Pan previously served as the Director of the Office of International Affairs at the US Commodity Futures Trading Commission and head of international regulatory policy at the US Securities and Exchange Commission. He represented both market regulators in international standard-setting bodies, including the International Organization of Securities Commissions (IOSCO) and Financial Stability Board (FSB), and in regulatory dialogues with European and Asian counterparts. He chaired several international committees and working groups.

In addition to his government service, Mr. Pan was a Managing Director of Rock Creek Global Advisors LLC, a leading international economic advisory firm in Washington DC, and Director of the Heyman Center on Corporate Governance and professor at the Benjamin N. Cardozo School of Law in New York where he wrote extensively about financial regulation and corporate law. He began his career practicing corporate and international law with Covington & Burling in Washington DC.

Mr. Pan is an honors graduate of Harvard College, the University of Edinburgh, and the Harvard Law School. He is a member of the American Law Institute and an adjunct professor at Columbia Law School in New York where he also was a Senior Research Fellow at the Center for Law and Economic Studies. He serves on the Editorial Board of Oxford University Press’s Journal of Financial Regulation. His opinion pieces in recent years have appeared in The Financial Times, The Wall Street Journal, Le Monde, Les Echos, South China Morning Post and Risk.net.

Salim Ramji is chief executive officer of Vanguard and a member of the firm’s board of directors, leading 20,000 crew dedicated to giving all investors the best chance for investment success. Founded in 1975, Vanguard offers investments, advice, and retirement services to more than 50 million individual investors around the globe – directly, through workplace plans, and through financial intermediaries. 

Throughout his career, Salim has worked to make investing more accessible and empower all investors to prepare for a secure retirement. Prior to joining Vanguard in July 2024, Salim served in a variety of leadership roles over the past 30 years spanning investments, capital markets, and wealth management.

Salim holds a bachelor’s degree in economics and politics from the University of Toronto, where he served on their international leadership council, and an M.A. degree in law from Cambridge University and is a CFA charterholder.

Adrian Schatzmann became CEO of the Asset Management Association Switzerland (AMAS) in January 2021. He is also a board member of the European Fund and Asset Management Association (EFAMA) and the International Investment Funds Association IIFA as well as a member of the Board of Directors of Swiss Fund Data AG. Adrian Schatzmann has been working in the asset management industry for almost 30 years, including numerous management positions at UBS in Switzerland and Asia, including Head of Global Sales for investment funds and ETFs. He studied economics at the University of St. Gallen.

Myungsoo Sim has been with the Korea Financial Investment Association (KOFIA) since 2000 and currently serves as Head of the International Affairs Department.

He leads KOFIA’s international engagement and supports the cross-border activities of more than 400 KOFIA member firms, including asset management companies, securities companies, futures companies and real estate trust companies. His responsibilities include strengthening cooperation with overseas financial authorities, industry associations and market institutions, as well as facilitating senior-level dialogue and international business networks.

He also represents KOFIA in regional and international securities and asset management organizations. In this capacity, he drives KOFIA’s international policy engagement on market accessibility, corporate value enhancement, regulatory reform and cross-border investment, supporting the continued development of the K-Capital Market as a more open, competitive and investor-friendly market. He also communicates Korea’s capital market reforms and developments to global stakeholders and promotes sustained engagement with international investors.

Earlier in his career at KOFIA, he worked in professional training and qualification programs, investor education, public relations and corporate social responsibility.

Petra Van Daele is a seasoned communications and public affairs leader with 25 years of progressive experience in the financial services industry. Known for her strategic thinking, stakeholder engagement, and ability to drive transformational change, she has consistently aligned communication strategies with organizational objectives to deliver meaningful results.

As Vice-President, Communications and Public Affairs at SIMA, Petra leads strategic communications, fostering stakeholder engagement and ensuring alignment with the organization’s goals.

Previously, Petra held senior leadership roles at CIBC, including overseeing corporate communications for the Wealth Management business. There, she implemented strategic programs to enhance employee engagement, manage reputational issues, and support business growth objectives. As Senior Director of Investor Relations and Business Management within CIBC’s Finance group, Petra advanced investor engagement strategies and improved operational effectiveness, contributing to the bank’s sustained growth.

Earlier in her career, Petra served as Manager of Marketing and Communications at Worldsource Wealth Management, where she delivered award-winning marketing campaigns, implemented impactful branding strategies, and launched multiple websites that drove business growth. Her ability to simplify complex ideas into actionable strategies has earned her widespread recognition across diverse stakeholder groups.

Tanguy van de Werve is the Director General of the European Fund and Asset Management Association (EFAMA), the trade body representing the European investment management industry. In that capacity, he leads in the formulation of industry positions on the main policy developments and engage with relevant EU and international authorities.

Prior to joining EFAMA, he was Head of the Brussels office of AFME (European investment banking industry – 2015-2018), Director General of Leaseurope and Eurofinas (European leasing and consumer credit industries – 2006-2015) and Head of Banking Supervision and Capital Markets at the European Banking Federation (2001-2006). Other relevant roles include positions at Euroclear and Dexia as well as non-Executive Director of Belgium-domiciled UCITS (2006- 2018).

He holds a degree in law from the University of Louvain-la-Neuve (BE) as well as a diploma in Political Sciences & International Relations and a certificate of specialised studies (DES) in Financial Risks Management.

Carmen Wee is Chief Executive Officer of the Investment Management Association of Singapore (IMAS). She is a veteran of the Singapore investment management industry. Before joining IMAS, she was Head of South Asia at Natixis Global Asset Management. She was also previously Senior Vice-President, Head of Distribution, South Asia, Investment Management Division at Lehman Brothers; and Director, Marketing and Client Services - Institutions at DBS Asset Management.    

Before moving into the investment management industry, Carmen served as Deputy Director at the Monetary Authority of Singapore (MAS), where she led initiatives to encourage the development of both the debt markets and fund management industry in Singapore. She started her career at Citibank and JP Morgan where she was involved in fixed income sales.  Outside of fund management, Carmen has many interests, and is a co-owner of PhysioMotus, a physiotherapy clinic at Novena Medical Centre. 

Serge Weyland is the Chief Executive Officer of ALFI, having joined in December 2023. 
With over 25 years in the financial services industry, he held key roles in various sectors, including asset management and institutional banking. 

Previously, he served as Head of Regional Coverage North America & UK at CACEIS group and Head of Financial Institutions at Banque Internationale à Luxembourg. 

Serge also served as CEO at Edmond de Rothschild Asset Management (Luxembourg). Additionally, he holds positions on the boards of the Luxembourg Supervisory Authority (CSSF), the High-Level Committee of the Financial Centre, and the Luxembourg Financial Industry Federation (PROFIL S.A.). 
Serge has a Master’s Degree in Finance from the Solvay Business School and is fluent in German, French, and English.

Ms. Yan possesses over 15 years of extensive professional experience deeply rooted in the asset management industry and the legal field. Her professional practice broadly encompasses the drafting and formulation of self-regulatory rules for the fund industry, research on cutting-edge legal issues, and the protection of investor rights. In addition, she has accumulated rich practical experience in areas such as legal dispute mediation and self-regulatory inspections within the fund sector. She currently serves as the Deputy Director of the Self-Regulatory Management Department at AMAC. She holds a Ph.D. in Law.