Dave Lawson
Lessons From the Financial Crisis
Dave Lawson is the Chief Investment Officer at the Workers’ Compensation Board – Alberta (WCB-Alberta). As Chief Investment Officer, Dave is responsible for leading the investment management process for WCB-Alberta’s $6 billion portfolio where portfolio management includes a combination of internal and external management across multiple asset classes. In addition to investments, he also manages the Actuarial Services Department which is responsible for actuarial valuations, forecasting, insurance pricing and asset- liability management. Prior to joining WCB-Alberta in 2004, he held investment management positions at the City of Edmonton and the City of Regina. He is currently President of the Edmonton CFA Society, on the Board and Chair of the Investment Committee for the Province of Alberta Management Employees Pension Plan and was a member of the City of Calgary Investment Committee from 2005 to 2009. Dave graduated with a Bachelor of Administration degree from the University of Regina and is a CFA charter holder.
From Last Lesson to New Ideas
August 25, 2010
What worked really well, what worked out okay, and what totally bombed.
Lesson Eight: Currency Hedging (Check Your Reserves)
July 19, 2010
Hedge ratios must differ for reserve, non-reserve currencies.
Lesson Seven: Rebalancing worked (again)
July 12, 2010
There's also a fine line between procedure and judgement.
Lesson Six: The Art of Hiring External Managers
July 5, 2010
2008 showed bigger doesn't mean better.
Lesson One: Funding Risk
May 31, 2010
2008 wasn't that bad - plan sponsors should have been better prepared.

