CEOs SEMINAR
AND FORUM

Mrs. Marlene Street Forrest is the Managing Director of the Jamaica Stock Exchange (JSE) and Director of both its subsidiaries. Her mandate is to continue the process of developing the JSE Group and particularly the Exchange, in an atmosphere of transparency and fairness while utilizing appropriate technology in providing the greatest possible efficiencies to the market. Mrs. Street Forrest has a wealth of experience, having worked in senior management positions at varying private and public sector organizations in Jamaica and overseas. Under her stewardship the JSE became mutualized and the US Denominated Market and the Junior Market were launched. She also spearheaded the Registrar Division of the Jamaica Central Securities Depository (JCSD) when she served as General Manager for this subsidiary of the JSE. Today, Mrs. Street-Forrest is a highly demanded speaker, having given presentations at many local, regional and international conferences and seminars for the securities markets and financial services industry.

Patrick was born and raised in rural Clarendon, Jamaica. With more than three decades of experience in Banking and Finance, Patrick’s bold and fearless leadership and achievements have earned him international prominence as an expert in the field. He is an avid reader with an affinity for aphorisms, and finds it nearly impossible to pick just one favourite book, or quote. Today, Patrick is chairman of NCBJ, NCB Capital Markets Limited, Guardian Holdings Limited and Clarien Bank Limited and also sits on the board of directors for Clarien Group Limited, and several of NCBFG’s subsidiaries including NCB (Cayman) Limited, NCB Insurance Agency & Fund Managers Limited and NCB Capital Markets (Cayman) Limited as well as Massy Holdings (Trinidad). In the mid-1990s, he was appointed by the Government of Jamaica to lead the restructuring of the Jamaican financial sector – a project that earned him the national award of the Order of Distinction (Commander Class) in 2002. In October 2020, he was also conferred with the Order of Jamaica for distinguished contribution to the Financial Sector and Philanthropy. Length of Directorship – NCBJ: 17 years

Mr. Chadda was Senior Vice President of TMX Group, parent company of Toronto Stock Exchange and Enterprise Head of Corporate Strategy, Development and External Affairs. He was responsible for building and maintaining the TMX Group investor base as well as supporting its public interest mandate and strategies to grow as a company. Mr. Chadda joined TMX Group in 1997. Mr. Chadda held progressively senior roles, including:

• Director of Listings, TSX Venture Exchange; Chief Operating Officer, TSX
• Venture Exchange; Vice President, Business Development, Toronto Stock
• Exchange and TSX Venture Exchange, Senior Vice President, Toronto Stock
• Exchange and President, Capital Formation.

Mr. Chadda is a Chartered Accountant and received his designation in 1996 while practicing with Ernst and Young LLP. He is past member of the Corporate Cabinet for the Centre for Addiction and Mental Health Foundation (CAMH), Chair of the World Federation of Exchanges (WFE) SME Advisory Board and a FORMER member of the Toronto Financial. Mr. Chadda retired from TMX Group in 2019 and currently serves the board of a publicly listed company and advises companies at various stages of their capital pathway and regulatory and capital markets strategies.

Hugo is a leader in McKinsey’s Strategy & Corporate Finance Practice in Latin America. He brings deep experience in the energy, financial-services and consumer sectors, and he has served clients all over Latin America, including in Colombia, Chile, Peru, Brazil, Mexico, and the Caribbean. Examples of Hugo’s recent work include the following: • helping develop a growth strategy for a leading renewable-energy company in Colombia. • supporting a Chile-based financial group to rethink its strategy and operating model to compete in a digital environment. • working with one of the principal conglomerates in the region to reassess its portfolio—including defining new sectors to compete in and identifying the disinvestments necessary to restore profitable growth. • shaping a new strategy for a leading South American services company, across its businesses in energy, telecommunications, gas, and water. • leading an optimization effort in supply chain and operations to transform the cost base of an oil-pipeline business. • helping a leading oil and gas business to develop and implement a new organizational structure for its finance function, including transforming key processes and creating centers of excellence. • defining a growth strategy, including an acquisitions plan, for a financial conglomerate in the Caribbean.

Felipe is a partner in the firm’s Panama office and has worked with financial institutions on a wide range of topics: digital transformations, operations, organization, and strategy. In addition to this, he also coleads McKinsey Digital in Latin America. Felipe has more than 15 years of consulting experience and has worked on more than 37 projects in the last five years. He focuses on strategy, digital, and transformations with financial institutions. Some of his recent relevant impact projects have included the following:

• Leading the creation of three digital start-ups for stakeholders.
• Leading the digital transformation of four financial groups.
• Developing the digital strategy for six local banks.
• Leading the first agility-at-scale transformation of a Latin American bank.
• Designing the regional entry strategy for a digital insurance company.
• Participating in two bank merger processes in the region.

Felipe is fluent in Spanish and English.

Julio leads the McKinsey office in Panama. With deep expertise and hands-on knowledge of the Latin American market, he has partnered closely with top executives across this emerging region.

In his advisory work, Julio supports some of the most important regional and multinational companies on a wide range of organizational and strategic initiatives, boosting competitive advantage, capturing value, and achieving above-market growth. He often helps companies improve their sales performance and other financial metrics by making the leap to next-generation businesses.

Julio has worked with institutions from various sectors on numerous major transformation programs to reduce cost and rapidly modernize internal processes through automation and lean practices. He also helps design and implement innovative multichannel strategies that result in stronger customer acquisition and retention in the highly competitive landscape of a growing economy.

Examples of his work include:

• Developing an internationalization strategy for a leading consumer goods conglomerate in Latin America.
• Developing a customer segmentation and sales strategy for a direct sales company.
• Developing a go-to-market strategy for a leading consumer electronics conglomerate with a focus in Central America and the Caribbean.
• Leading an investment scan for a Latin American bank, identifying 15+ investment opportunities and performing due diligence on 4 of them.
• Designing a go-to-market strategy to entry into the Central American region for a leading global entertainment company.
• Helping a bank transform its core processes to improve efficiency, customer experience, and sales productivity by harnessing the power of rapid-process digitization, automation, and lean approaches.
• Developing target IT architecture for the global platform of an insurance company in Colombia.
• Assisting with the optimization of the sales model of a Peruvian pharmaceutical company

Julio is fluent in Spanish and English.

Amalia has been at McKinsey for 7 years. Prior to joining the Firm, Amalia worked in the Grupo Éxito marketing team, and in the Medellin City Hall with UN Habitat in the organization of the World Urban Forum. Amalia has an MS from NYU, and a BA from the University of Tufts. Amalia works at the intersection of business, technology and innovation, helping clients launch large-scale transformation programs to capture strategic opportunities and build for the future. She has supported clients in various industries, but has a deep knowledge in the financial sector. Some relevant cases: Helped a leading bank in the region transform its credit function through the use of new technologies such as AI/AA, achieving a 4X increase in the potential customer base Transformed the way customers of a consumer packaged goods company are served by building a digital ecosystem that integrates all stakeholders - customers, sales reps, and suppliers Transformed an end-to-end regional bank, going through all levers of cost optimization and commercial management in order to fund a digital bet that has led it to become a regional leader, with more than 60% digital share Built an MVP for a Caribbean conglomerate that launched into production in less than 10 weeks