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CIBC Mellon Industry Perspectives

CIBC Mellon
Canada
Tokenization
Agentic AI
CIBC Mellon
ESG
Depositary Receipts
Private Credit
Etfs
Business Future Pathways
Climate Transition Planning
BNY Mellon
Snorkel AI
Canadian Securities Administrators
United States
Bank Of Canada
Co-Op Program
ISSB
Bank Of New York Mellon
Digital Assets
Total Cost Reporting

CIBC Mellon Industry Perspectives is a podcast series that brings you developments in the Canadian securities industry, and potential investment servicing impacts facing CIBC Mellon clients and institutional investors active in the Canadian market.

PublishesTwice monthlyEpisodes79Founded2 years ago
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NewsBusiness News

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Artwork for CIBC Mellon Industry Perspectives

Latest Episodes

In this episode of CIBC Mellon Industry Perspectives, host Siu-Kei Chung, Executive Director of Client Relationship Management at CIBC Mellon, is joined by Bob Savage, Global Head of Markets Strategy and Insights at BNY, and Dustin Reid, VP, Chief Fi... more

Workplace pension plans in Canada are undergoing significant transformation, as organizations seek innovative ways to modernize benefit delivery and enhance member experience. In this episode, listeners will hear from leading voices who combine hands... more

In this episode of CIBC Mellon Industry Perspectives, host Joe Sponer speaks with leaders from CFA Institute, Purpose Investments, and CIBC Mellon about the current state and future outlook of tokenization in institutional investment. The panel discu... more

In this episode of CIBC Mellon Industry Perspectives podcast, Abdul Sheikh, Vice President, Relationship Management, moderated a discussion examining how private credit strategies are structured, how returns are generated, and what considerations Can... more

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Recent Guests

Dustin Reid
Chief Strategist, Fixed Income at Mackenzie Investments
Mackenzie Investments
Episode: Episode 80 - Global and Canadian Market Perspectives with BNY and Mackenzie Investments
Tyler Hobson
Director of Marketing, Communication, and Brand at Plannera Pensions and Benefits
Plannera Pensions and Benefits
Episode: Episode 79 - Navigating Trends, Driving Transformation in Pensions
Laura Barker
AVP Pension Benefit Services at CIBC Mellon
CIBC Mellon
Episode: Episode 79 - Navigating Trends, Driving Transformation in Pensions
Olivier Fein
Head of Advocacy and Policy Research at CFA Institute; Lead Author of CFA Institute tokenization research
CFA Institute
Episode: Episode 78 - The Global Evolution of Tokenization, featuring CFA Institute and Purpose Investments
Darcy Forster
Head of Fund Operations at Purpose Investments
Purpose Investments
Episode: Episode 78 - The Global Evolution of Tokenization, featuring CFA Institute and Purpose Investments
Gino DiCenso
Vice President, Fixed Income at CIBC Asset Management
CIBC Asset Management
Episode: Episode 77 - Private Credit in Institutional Portfolios: Structure, Resilience and the Canadian Perspective
Myk Jemetz
AVP Asset Owner Solutions at CIBC Mellon
CIBC Mellon
Episode: Episode 77 - Private Credit in Institutional Portfolios: Structure, Resilience and the Canadian Perspective
Robert Savage
Global Head of Market Strategy and Insights at BNY
BNY Mellon
Episode: Episode 76 - Navigating Canadian and Global Markets In 2026: Insights from BNY Markets Experts
Geoffrey Yu
Senior Market Strategist for EMEA at BNY
BNY Mellon
Episode: Episode 76 - Navigating Canadian and Global Markets In 2026: Insights from BNY Markets Experts

Hosts

Siu-Kei Chung
Host of CIBC Mellon Industry Perspectives
Abdul Sheikh
Host of the podcast who introduces the topic and guides discussion
Joe Sponer
Host of the episode
Jennifer Israel
Senior Manager, Corporate Communications and Marketing at CIBC Mellon
Tim Pinnell
Host of the podcast

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Talking Points

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Episode 71 - 35 Years of ETFs: Innovation, Transparency, and What's Next
Q: What is the role of AI in ETF development and investor behavior?
AI is expected to enhance transparency, personalize recommendations, and enable faster, more dynamic product development and trading; it will affect both how products are designed and how investors choose ETFs, potentially via better disclosure and smarter routing.
Episode 71 - 35 Years of ETFs: Innovation, Transparency, and What's Next
Q: From the issuer perspective, how do CRM2 and KYP/TCR impact ETFs and investor education?
They boost transparency and cost awareness, elevate conversations between advisors and clients, and help position ETFs as high-value core tools rather than just low-cost alternatives, while also driving demand for clearer product information.
Episode 71 - 35 Years of ETFs: Innovation, Transparency, and What's Next
Q: Jon, what trends are you seeing right now that are shaping where ETFs are headed?
The key trends include a demand for yield and income via cash alternatives and covered call ETFs, the growth of fractional ETF trading, and the way ETFs are becoming central to portfolios through lower costs and smarter product design.
Episode 70 - Preparing for Total Cost Reporting
Q: Don't shoot the messenger, but what changes do you see regulators expecting as this rolls out?
Regulators expect robust, consistent FER guidance and a clear link to existing standards like 81106, while ensuring theFER percentages remain comparable across products. They also want a practical approach to corrections and consistent presentation to avoid misleading investors.
Episode 70 - Preparing for Total Cost Reporting
Q: Tell us what you're seeing. Are there any industry challenges or concerns around data ingestion or mapping, and where will the biggest challenge be when this takes effect?
The biggest challenge is understanding which funds are in scope, ensuring data from various sources is accurate, and aligning internal record-keeping with regulatory requirements so that investor statements are reliable. The industry is focused on building the data fabric to support correct calculations and timely delivery to investors.

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Frequently Asked Questions About CIBC Mellon Industry Perspectives

What is CIBC Mellon Industry Perspectives about and what kind of topics does it cover?

This program tends to attract senior professionals from institutional investing, asset management, and large financial services firms, with ongoing emphasis on macro strategy, fixed income, currency dynamics, private credit, tokenization, and governance of digital assets. Episodes frequently feature cross-border perspectives (Canada–US), regulatory and policy implications, and practical implications for portfolio construction, risk management, and operations (including data, governance, and client experience). A notable pattern is the blend of market strategists, asset owners, and service providers discussing both macro themes and implementation details, such as tokenized assets, private credit structures, and AI-enabled operations. The sho... more

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CIBC Mellon Industry Perspectives launched 2 years ago and published 79 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on CIBC Mellon Industry Perspectives?

Recent guests on CIBC Mellon Industry Perspectives include:

1. Dustin Reid
2. Tyler Hobson
3. Laura Barker
4. Olivier Fein
5. Darcy Forster
6. Gino DiCenso
7. Myk Jemetz
8. Robert Savage

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