Business, entrepreneurship & consultancy
Carol Ann Budd
After earning her Engineering degree, Carol Ann spent 20 years in Research & Development solving customer technical issues and leading global R&D projects. Drawing on her love of working with numbers and helping people, she transitioned her career to financial planning in 2009.
Principal, Janus Advisory Services
Jon currently serves as Board Chair of LifeLabs and Executive Board Chair of CBI Health Group. He is also a member of several advisory Boards including: the Ivey Business School, the Ivey Business School Leadership Institute, the Dean’s Council for Arts and Sciences at Queen’s University and the Senior Advisory Panel for OMERS Infrastructure. In addition to the above commitments, Jon follows his passion for business creation in Canada as a coach and mentor to entrepreneurs and developing executives.
In 2015, Jon completed nine years as CEO of Maxxam Analytics, Canada’s largest and leading analytical services company serving the energy, environmental, food and DNA markets. Under his leadership the business more than doubled in size and financial performance through business expansion, innovation and a culture of integrity. The business was private equity and management owned prior to its successful sale to global industry leader, Bureau Veritas.
Prior to Maxxam, Jon was the founder and President of a business communications services company as well as holding several successful senior leadership roles across a variety of industries and company sizes/stages.
Jon has an MBA from the Ivey Business School and an Honours BA from Queen’s University. Jon is a 2012 Ernst & Young Entrepreneur Of The Year® award winner for his successful leadership at Maxxam. He was also awarded a National Special Citation for Entrepreneurial Leadership. Jon has been both a regional and national judge for the EY Entrepreneur of the Year® for 2014, 2015 &2016. In 2013, Jon was recognized for his contributions to Canadian industry in the field of chemistry and awarded the Purvis Memorial Award of the Society for Chemical Industry.
Global Head of MNC Subsidiary Banking Coverage and Treasury Services Sales
Richard (Rich) Stephenson is based in New York and is the Global Head of MNC Subsidiary Banking Coverage and JP Morgan’s Treasury Services Sales teams globally. The MNC coverage team is part of JPMorgan’s Corporate and Investment Bank and works with large corporations on their full banking needs in international locations where they do business. Rich is a member of the Global Corporate Banking Leadership team, the Treasury Services Global Management team, and the North America Balance Sheet Committee.
Rich was previously Co-Head of Investor Services Sales in North America. Investor Services provides institutional investors and broker dealers with a suite of services including custody, clearing, collateral management as well as prime brokerage and financing.
Rich joined JPMorgan in 1999 to head the firm’s international rates derivatives sales teams in Tokyo. Before joining JPMorgan, Rich was an interest rate cash and derivatives marketer for a competitor institution in London and Tokyo. In 2002, Rich moved to New York to join JPMorgan’s emerging credit derivatives business focusing on the high yield market. After playing a leadership role developing one of the most successful derivative indices, Rich assumed leadership of the Structured Credit Sales and Marketing teams covering both investor and issuer clients until 2009. From 2009 to 2012 Rich ran JPMorgan’s Equity Derivatives Sales and Marketing teams in North America, and was a member of the Global Equity Derivatives Management team. Before transferring to banking, Rich had been a member of the Americas Markets Sales Management team for over 10 years, and during the financial crisis, sat on the firm’s North American Reputational Risk committee.
Rich holds a Bachelor of Arts (Honours) degree from Queen’s University (Kingston, Ontario) and a Masters of Business Administration from The Richard Ivey School of Business at The University of Western Ontario (London, Ontario). Rich is also a Chartered Financial Analyst (CFA).