SPEAKER
PROFILES
| Name:
Trevor Blake |
Forum
Presentation |
| Topic:
Establishing the Basis for a Consensus
Position on the Caribbean Concept of Corporate Governance |
Past
RelatedPresentations |
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| Biography |
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Mr. Trevor Blake
was appointed Director of the Financial and Enterprise Development
Department of the Eastern Caribbean Central Bank in March 2001,
where he has direct responsibility for the implementation of
the Bank’s Money and Capital markets Development programme.
Previously, as Deputy Director of the Bank Supervision Department,
he headed the Supervisory and Policy Development Unit, and served
as Project Manager for the Legal and Regulatory component of
the Securities Market Project.
He was a member of
the initial Board of Directors of the Eastern Caribbean Securities
Exchange Ltd, the Eastern Caribbean Central Securities Depository
Ltd, and the Eastern Caribbean Central Securities Registry Registry
Ltd, and currently serves as Secretary to the Boards of Directors
of these institutions.
Mr. Blake holds an
MBA in Financial Studies for the University of Nottingham and
is an Associate of the UK Chartered Institute of Bankers.
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| Name:
Thomas G. Calderon, Ph.D. |
Forum
Presentation:
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| Topic:
Addressing Accounting, Auditing and Disclosure
Standards and Corporate Governance Issues in Regional Securities
Markets |
Past
RelatedPresentations
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| Biography |
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Dr.
Calderon earned his B.Sc. and M.Sc. degrees from The University
of the West Indies-Mona and completed his Ph.D. at Virginia Tech
(one of the top 50 research universities in the US) in 1987. He
joined The University of Akron in August 1988 after two years
as Assistant Professor at the University of New Orleans. He has
worked in development banking, public accounting and consulting
prior to starting his Ph.D.
He was recently
elected as Vice Chair/Chair Elect (2003-04), Teaching &
Curriculum Section, American Accounting Association (AAA). He
has published more than 30 articles in academic and professional
journals, including: Journal of Applied Business Research, Journal
of Accounting Education, Journal of Accounting & Computers,
Auditing: A Journal of Practice & Theory, and many others.
He is the
lead author on monograph, A Framework for Evaluating Effective
Teaching, Center for Accounting Education Research, James Madison
University, 1997. and on monograph, Best Practices in Accounting
Program Assessment (forthcoming December 2003). He has developed
and presented workshops for major U.S. corporations, including
First Energy, Schwab, and Advanced Elastomer Systems. He has
presented academic and professional paper presentations at more
than 40 local, regional, national, and international meetings
and conferences. He served on editorial board for Accounting
Enquiries: A Research Journal (1996 to present), Internal Auditing
(2001 to present), and Journal of Managerial Issues (1995 -
1998). He serves as ad hoc reviewer for Issues in Accounting
Education and Journal of Accounting Education and also serves
as ad hoc reviewer for several regional and national academic
meetings. He is a member of the Institute of Chartered Accountants
of Jamaica; American Accounting Association; Institute of Management
Accountants and Information Systems Audit & Control Association.
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| Name:
Vicki D. Carmichael, ACIS, BA (Hons) |
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| Topic:
Effective Corporate Governance: Perspectives
for Caribbean Corporations and SMEs |
Past
RelatedPresentations
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| Biography |
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Vicki
Carmichael is the Corporate Secretary and Manager Reinsurance
Compliance at a leading international reinsurance company, London
Life and Casualty Reinsurance Corporation. Vicki has 8+ years
experience in corporate governance and compliance and manages
this aspect of the business. She is the company's liaison officer
for international and domestic regulators and international rating
agencies. An active member of the Institute of Chartered Secretaries
and Administrators, Canada (ISCA), Vicki is co-presenter at annual
ICSA workshops for Caribbean professionals pursuing the ACIS/FCIS
designations. Directorships: National Housing Corporation, Barbados
- Chairman of sub-committees: Internal Audit and Risk Management;
and Trabaja Reinsurance Company Limited, Barbados. Presently enrolled
in the LLM program at St. Thomas University, School of Law, Vicki's
concentration is: International Taxation - Offshore Financial
Centres.
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| Name:
Jeannine L. Comma |
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| Topic:
The Corporate Governance Challenge for
the Caribbean |
Past
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| Biography |
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Dr.
Comma is the CEO/Director of the Centre for Management Development
(CMD) - University of the West Indies, Cave Hill Campus, Barbados.
She is an experienced and qualified Organization Development
specialist having worked extensively in the private sector in
the USA and the Caribbean.
In
1993, Dr. Comma started her own consulting firm - Quality Solutions
Inc., a Management Consulting firm based in Barbados and operating
in the Caribbean region. Dr. Comma is a graduate in Business
Administration and Higher Education Administration from George
Washington University, Washington, D.C.
She
has worked extensively in twenty-two countries in the Caribbean
in the areas of Training and Technical Assistance, Project Management,
Information Technology and Organization Development, with the
Caribbean Association of Industry & Commerce (CAIC) and
the Neal & Massy Group of Companies; her own consulting
firm and in her present position at the CMD.
Currently, part of a Commonwealth Secretariat initiated Technical
team, she is responsible for Leadership Development initiatives
in Commonwealth countries.
She was instrumental in the design and conduct of Executive
Leadership Development interventions in South Africa and Uganda.
Dr.
Comma is also a certified user of the Myers Briggs Type Indicator
(MBTI) - a personality indicator which highlights the value
of diversity. She is a very well known in Barbados and the Caribbean
for her inspiring presentations on Leadership and Personal Development
Strategies.
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| Name:
Winston A. Cox |
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| Topic:
Global Trends and Challenges in Corporate
Governance |
Past
RelatedPresentations
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| Biography |
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Mr.
Winston Cox assumed the position of Commonwealth Deputy Secretary
General in September 2000. He came to the Commonwealth Secretariat
after completing an assignment with the International Monetary
Fund on the impact of the publication of IMF staff reports on
the economies of Fund members. Mr Cox served as Governor of the
Central Bank of Barbados from September 1997 to April 1999 and
prior to joining the Central Bank, he was an Alternate Executive
Director in the World Bank from November 1994. He was appointed
Director of Finance and Economic Affairs in the Ministry of Finance
and Economic Affairs in 1987 and served in this capacity until
July 1991.
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| Name:
Peter Dey |
Forum
Presentation |
| Topic:
Global Trends and Challenges in Corporate
Governance |
Past
RelatedPresentations |
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| Biography |
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Mr. Dey is a Partner in the law firm of Osler,
Hoskin & Harcourt LLP specializing in corporate board issues
and mergers and acquisitions. Until May 2001 he was Chairman
of Morgan Stanley Canada Limited. He was involved in developing
the Canadian investment banking business and the overall strategic
direction of Morgan Stanley in Canada. He joined that firm as
a Managing Director in 1994. Prior to joining Morgan Stanley,
he was a senior partner of Osler, Hoskin & Harcourt LLP.
From 1993 to 1995, Mr. Dey chaired The Toronto Stock Exchange
Committee on Corporate Governance in Canada which released in
December 1994 the Report entitled "Where Were the Directors?"
also known as the "Dey Report". The Report established
standards of corporate governance for Canadian corporations.
From 1983 to 1985, Mr. Dey was Chairman of the Ontario Securities
Commission, Canada's leading securities regulator.
Mr. Dey was Canada's representative to the OECD Task Force that
developed the OECD Principles of Corporate Governance released
in May of 1999. He is also a member of the Private Sector Advisory
Group of the Global Corporate Governance Forum established by
the World Bank and the OECD that is focused on developing corporate
governance standards for emerging markets. Mr. Dey was recently
elected as a director of The International Corporate Governance
Network, an organization of institutional investors managing
in excess of U.S. $10 trillion.
Mr. Dey attended Queen's University where he earned his Bachelor
of Science in 1963 and Dalhousie University where he earned
his Bachelor of Laws degree in 1966. He also received his Master
of Laws degree from Harvard University in 1967.
Mr. Dey is a director of and Chair of the Corporate Governance
Committee of the board of directors of CP Ships that is listed
on the Toronto and New York Stock Exchanges. In addition, he
is a director of Stelco Inc. and CAMCO Inc., both of which are
listed on The Toronto Stock Exchange. He is also a director
CSI Global Education Inc. Mr. Dey is a director of Soulpepper
Theatre Company and Alpine Ontario.
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| Name:
Melvin Edwards |
Forum
Presentation |
| Topic:
Corporate Governance Issues for Non-Bank
Financial Institutions |
Past
RelatedPresentations |
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| Biography |
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Mr. Edwards is currently
the Project Manager of the CIDA-funded Caribbean Regional HRD
Programme for Economic Competitiveness based in St. Lucia and
serving 15 CARICOM States.
At the June 2003 International Credit Union Forum held in Brisbane,
Australia he was elected 2nd Vice President of the World Council
of Credit Unions (formerly Treasurer). WOCCU is headquartered
in Madison, Wisconsin, USA and serving more than 115 million
members worldwide with savings in excess of US$540 billion.
He has extensive experience in Development Planning and Project
Management working with Governments, Private Sector, NGOs and
International Development Agencies in the English and French-Speaking
Caribbean.
He holds a M.Sc Econ.
from the University of Wales and a B.A (Hons) from the University
of the West Indies.
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| Name:
Bryan Gaunt |
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| Topic:
Effective Corporate Governance: Perspectives
for Caribbean Corporations and SMEs |
Past
RelatedPresentations
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| Biography |
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Bryan
Gaunt is Executive Director, Audit for FirstCaribbean International
Bank Limited. He has 31 years experience of Internal and External
Auditing. Bryan is a Chartered Accountant who trained with Price
Waterhouse and subsequently developed the Internal Audit Department
in Midland Bank and joined Barclays Internal Audit in 1994 as
a Deputy Director. His auditing career has covered worldwide locations
and includes 18 years experience in a wide range of financial
services businesses. His responsibility within Audit in FirstCaribbean
includes delivery of an Internal Audit programme providing assurance
to the Board on the effectiveness of control over risks across
the Group, Business Risk, providing a regular programme of verification
work in branches and operations and Corporate Security, providing
fraud prevention and investigation services and managing physical
security of the bank's locations, people and property.
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| Name:
Michael Gillibrand |
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Topic:
Establishing the Basis for a Consensus
Position on the Caribbean Concept of Corporate Governance
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Past
RelatedPresentations
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| Biography |
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Michael
Gillibrand is Special Adviser and the Head of the Advisory Services
Group of the Governance and Institutional Development Division
of the Commonwealth Secretariat, responsible for the Secretariat's
programmes in Governance and Public Sector Reform.
As
one of these programmes, Mr. Gillibrand initiated the Commonwealth
programme for corporate governance in 1995, and established
the Commonwealth Association for Corporate Governance in 1998.
He designed and developed the first Commonwealth Business Forum
in 1997, and the Commonwealth Business Council in 1998, to be
the representative of the private sector in the Commonwealth.
In his work for the Commonwealth he provides professional advice
directly to Commonwealth governments in the fields of corporate
governance, privatisation, commercialisation of public services,
competitiveness policy management, and enterprise restructuring.
Before
his current assignment with the Commonwealth Secretariat, Mr.
Gillibrand was an executive director of US and British business
companies in the UK and Middle East, and a non-executive director
of a private investment and financial services company in the
UK. He also spent ten years as resident chief adviser to government
ministries in the Middle East, has worked in management and
economic consultancy in the Caribbean, Africa, Asia, Europe,
the Middle East, after starting his career in the chemical industry
in Britain.
Mr.
Gillibrand has a Sloan Fellowship in Business Administration
from the London Business School, M.A. from the School of Oriental
and African Studies of the University of London, B.A. from the
School of African and Asian Studies of the University of Sussex,
and was a research associate at the University of Nairobi. He
is a member of the British Institute of Directors, Society of
Business Economists, and the Strategic Planning Society. His
mother tongue is English; he has a working knowledge of spoken
and written French and a basic knowledge of written and spoken
Arabic, Swahili and German.
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| Name:
J. Kevin Higgins |
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Topic:
The Corporate Governance Challenge for
the Caribbean
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Past
RelatedPresentations
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| Biography |
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Mr.
Higgins received his education at the University of the West
Indies (BA. Economics and Economic History), Vanderbilt University
(M.A. Economics) and the University of Miami (M.B.A. Finance)
Mr. Higgins
has been employed in Economic Planning; in Development, Commercial
and OffShore Banking, and currently holds the post of Economic
Advisor to the Governor's Office at the Central Bank of the
Bahamas.
Mr. Higgins
is also a part time lecturer at the College of the Bahamas,
St Benedict's and St. John's University Minnesota, The Bahamas
Institute of Bankers, the Center for Latin American Monetary
Studies, Mexico City and has recently published Offshore
Financial Services: An Introduction.
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| Name:
Jennifer Lamie |
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Topic:
Addressing Accounting, Auditing and Disclosure
Standards and Corporate Governance Issues in Regional Securities
Markets
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Past
RelatedPresentations
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| Biography |
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Jennifer
Lamie is the Assistant General Counsel and Corporate Secretary
to The Cincinnati Stock Exchange, which is based in Chicago.
Ms. Lamie is one of CSE's liaisons to the Securities and Exchange
Commission and other regulators. She is responsible for preparing
all proposed rule filings and working with the SEC to obtain
approval. She is also responsible for overseeing the Exchange's
enforcement program. Ms. Lamie is currently working to implement
corporate governance reforms for companies listed on CSE in
light of the requirements of the Sarbanes-Oxley Act.
Prior
to joining CSE, Ms. Lamie was the Assistant General Counsel
to the New York-based International Securities Exchange, the
first registered exchange approved by the SEC since 1973. In
her role at ISE, Ms. Lamie assisted in establishing and implementing
the newly-formed exchange's internal governance and compliance
policies. She was also the primary liaison for ISE's regulatory
services arrangement with NASD Regulation, Inc. Before ISE,
Ms. Lamie worked for the Chicago Board Options Exchange within
their regulatory services division.
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| Name:
Wendell Lawrence |
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Topic:
Role of Caribbean Governments and Businesses
in Promoting Healthy Corporate Governance Practices
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Past
RelatedPresentations
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| Biography |
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Wendell
E. Lawrence has been the Financial Secretary of St. Kitts and
Nevis for over 14 years, and is currently the Chairman of the
Regional Debt Coordinating Committee which is the entity established
by the Governments of Eastern Caribbean Currency Union to supervise
the Regional Government Securities Market. He is also the Chairman
the Board of Directors of St. Kitts-Nevis Cable Communications
Ltd., a major provider of cable television and internet services
in the Federation of St. Kitts and Nevis, and he currently holds
Board positions in a number of organizations including the Caribbean
Development Bank, the Eastern Caribbean Central Bank and the St.
Kitts Urban Development Corporation. He has held a number of other
senior positions including Director of Audit (Auditor General)
of St. Kitts and Nevis, Assistant Comptroller of Inland Revenue,
Assistant Economic Planning Officer and has worked as an Accountant
at Peat Marwick Mitchell (now KPMG) in Jamaica.
Mr. Lawrence
holds the B. Sc (Management Studies) and the M. Sc (Accounting)
degrees from University of the West Indies, as well as the M.
Sc (Financial Economics) degree from the University of London.
He is member of the American Institute of Certified Public Accountants
and a member of the St. Kitts and Nevis Association of Chartered
Accountants. He was also the recipient of a number or academic
awards including the States Scholarship for St. Kitts and Nevis,
the Millicent Byron Award, the Administrative Society of Jamaica
Prize and the Leonard De Cordova Gold Medal.
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| Name:
N. PATRICK MCDONALD |
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| Topic:
Role of Banks in Corporate Governance
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Past
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| Biography |
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Mr.
McDonald is currently serving as Partner (since 2002) in the law
firm of Hart Muirhead Fatta. Mr. McDonald practiced at Myers,
Fletcher & Gordon (Kingston, Jamaica) between 1993-1999. He
was also assigned to Myers, Fletcher & Gordon, O'Neal, Webster,
O'Neal (Tortola, British Virgin Islands) from July 1998-December
1998.
Mr. McDonald entered the public service in 1999, joining FINSAC
Limited, an agency under the Ministry of Finance & Planning
set up by the Jamaican Government to restructure and support
the Jamaican financial sector in the wake of Jamaican financial
sector crisis of mid to late 1990’s. He served as Corporate
Operations Executive, in a supporting and advisory role to Managing
Director. Responsibilities included monitoring operations of
Jamaica’s largest life insurer and two of the three largest
commercial banks, and coordinating activities for divestment
of state’s majority stake in all. He also served as the
state’s representative on a number of boards of directors
of entities in receipt of state financial assistance.
Mr. McDonald resumed private practice in 2002 after FINSAC’s
substantial completion of rehabilitative and divestment activities.
He presently focuses on general commercial practice; company
law; financial services and regulation; and real estate. He
is also currently serving as a director on the board of several
Jamaican corporations.
Mr McDonald studied
at the University of the West Indies (1987-1991) and the Norman
Manley Law School (1991-1993). He was admitted to practice in
Jamaica in 1993 and in the British Virgin Islands in 1998.
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| Name:
Luigi Passamonti |
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| Topic:
Role of Banks in Corporate Governance |
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| Biography |
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Luigi Passamonti
is currently the Senior Advisor to the Financial Sector Vice
President at the World Bank. Among his current responsibilities,
he follows the theme of bank governance. He published an article
on this topic in the Financial Times in August 2002. Prior to
the present position, he was an Assistant to the President of
the World Bank in 1997-1999. He started his career in the World
Bank Group with a responsibility to originate and manage investments
in financial institutions in sub-Saharan Africa. Before his
official activities, Mr. Passamonti has had a number of senior
positions in banking. He was responsible for J.P. Morgan's investment
banking activities in Italy in the 1980s. He then practiced
strategy consultancy for European financial institutions with
the Boston Consulting Group in Paris. He was General Manager
of an Italian merchant bank.
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| Name:
Gerard Pemberton |
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| Topic:
Corporate Governance Globally and in
the Caribbean: An Institutional Investor and Rating Agency Perspective |
Past
RelatedPresentations
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| Biography |
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Mr. Pemberton
is the Managing Director of Development Finance Limited (DFL)
Caribbean, which is located in Trinidad & Tobago. Prior
to joining DFL he was the Manager, Corporate Planning, Neal
& Massy Holdings and General Manager of an industrial subsidiary.
He holds a B.Sc. in Management Studies from the University of
the West Indies and a Diploma in Development Banking from the
American University, Washington DC.
He is a member of the National Economic Advisory Council of
Trinidad & Tobago and a member of the Board of Directors
of the Trinidad & Tobago Chamber of Commerce. He serves
on a number of other Boards including the Public Service Commission.
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| Name:
YRK Reddy |
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| Topic:
Corporate Governance Issues for Non-Bank
Financial Institutions |
Past
RelatedPresentations |
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| Biography |
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Mr. Reddy is a leading
authority on corporate governance in India and an adviser to
the Commonwealth Association for Corporate Governance. He is
a visiting professor at the Indian Institutes for Banking and
Public Enterprises, and the Administrative Staff College in
Hyderabad, and executive director of the Academy for Corporate
Governance. He is a main board director of the Steel Authority
of India, coordinator for the national corporate governance
training programme for the Department of Company Affairs of
the Ministry of Finance and has specialised in the corporate
governance of banking and non-banking financial institutions
and of state enterprises. Mr. Reddy has advised on corporate
governance in South Asia, the Arabian Gulf and East and Southern
Africa, and is currently a member of the Commonwealth expert
group reviewing the OECD Principles for Corporate Governance.
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| Name:
Mark Singh |
Forum
Presentation |
| Topic:
Corporate Governance Globally and in the
Caribbean: An Institutional Investor and Rating Agency Perspective |
Past
RelatedPresentations |
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| Biography |
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Mr. Mark
Singh serves as the Managing Director of RBTT Merchant Bank
Limited. The RBTT Merchant Bank Limited has been a pioneer in
capital market activities in the region serving Governments,
the public and private sectors in their capital raising process.
The merchant bank is part of the RBTT Group which is the largest,
wholly-owned Caribbean banking and financial services group,
comprising thirty-four (34) subsidiaries and associate companies,
including nine (9) commercial banks with 79 bank branches in
eleven (11) jurisdictions.
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| Name:
Baljit Vohra |
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| Topic:
Establishing the Basis for a Consensus
Position on the Caribbean Concept of Corporate Governance |
Past
RelatedPresentations
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| Biography |
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Mr.
Baljit Vohra is serving as the General Manager of the Eastern
Caribbean Securities Exchange (ECSE). Prior to joining the ECSE,
Mr. Vohra served as the President of the Intrados Consulting Group
(ICG), a Washington, D.C based multi-disciplinary firm specializing
in securities markets, banking, privatization and pension reform.
Mr. Vohra has over 14 years of experience in the design and management
of securities markets operations, privatization and pension reform
projects around the world. He has provided technical assistance
to institutions and led capital market development initiatives
in several countries including China, Eastern Caribbean Currency
Union, Hungary, India, Kazakhstan, Moldova, Namibia, Nepal Romania,
Russian Federation, Sri Lanka, Ukraine and Zimbabwe.
Mr. Vohra
has conducted due diligence studies for CalPERS and other institutional
investors in the area of private equity. He has assisted these
institutions to explore the basis for their new private equity
investment opportunities in emerging markets. He has also provided
advisory services in corporate restructuring to major corporations
such as AT&T, Saudi Aramco, BP Amoco and Bell Atlantic.
Mr. Vohra
has written several articles on the evolving financial sector
architecture in emerging economies with special emphasis on
privatization, private equity, securities market development
and pension reform. He holds an MBA in Finance and Investments
degree from George Washington University, Washington, D.C. and
a Bachelors degree in Mechanical Engineering from the University
of Jabalpur, India.
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| Name:
Andrew Wilson |
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| Topic:
Role of Caribbean Governments and Businesses
in Promoting Healthy Corporate Governance Practices |
Past
RelatedPresentations
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| Biography |
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Andrew
Wilson is a Senior Program Officer at the Center for International
Private Enterprise (CIPE). In his position at CIPE he is responsible
for overseeing a variety of programs that promote private sector
development and economic reform. He is a CIPE specialist on corporate
governance reform in transitional and developing economies, with
a focus on the role of the private sector in promoting corporate
governance standards and compliance. Prior to joining CIPE in
1995, Mr. Wilson worked in
international training and development with focus on economic
reform in post-communist countries. He has a MA in East European
Studies from the University of London, School of Slavonic Studies,
and BA from Lewis and Clark College in Portland, Oregon, USA.
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