Gerry is the Managing Director of The Pension Advisor. He has 30 years of financial and pension experience, including pension investment manager, administrator and, as an accountant, CRA auditor, controller, assistant treasurer and treasurer. As a CMA and together with Pension Committee & Board Membership experience, Gerry brings a holistic, independent and comprehensive approach to pension governance, investing and risk management. Prior to founding The Pension Advisor, Gerry was the Investment Manager and Assistant Treasurer for a large global mining company with responsibilities for the management, oversight and governance of the firm’s numerous Canadian, US and UK Defined Benefit, Defined Contribution, RRSP, 401k and RCA programs with assets of approximately $2 billion. Gerry is an active guest speaker, frequent contributor of pension governance articles, treasurer of the Fernandez Earle Scholarship Foundation and a member of the Financial Executive Institute’s Pension Committee.
August 16, 2011
Then make sure your members understand the fees.
August 8, 2011
Sizing up fees, performance and fiduciary issues.
August 4, 2011
A guide to fees and performance.
July 29, 2011
Part II in series on what CAP members pay.
June 1, 2011
And why we need better disclosure.
April 7, 2011
And why you need a strong governance framework.
February 17, 2011
Advantages and disadvantages of one size fits all.
February 8, 2011
Benchmarking, Fee Structure and other issues.
February 1, 2011
When one size doesn't fit all.
January 24, 2011
A three-part series on why TDFs aren’t a magic bullet for CAP plans.