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• Irshaad Ahmad
Irshaad is the director, institutional
services, Canada for Russell Investment Group.
He joined Russell Investment Group, in Canada, in 2004. Irshaad
oversees all of Russell’s institutional businesses in Canada, including consulting and
sales and service of institutional funds, alternative investments and
implementation services. Prior to joining Russell, Irshaad
held a senior leadership role in the investment consulting business of a
large multi-national consulting firm. He has worked with clients on all
aspects of pension and institutional investments including development of
investment policy, investment manager selection and implementation issues
ranging from currency hedging to rebalancing. He has written articles on
the fixed income market and hedge funds and is a frequent speaker at
conferences on current pension investment issues. Back to top
• Bob Bevan
Robert (Bob) is a senior
consultant in the Toronto Asset Consulting Services Group of Towers Perrin.
He is a chartered accountant with over 34 years of experience in the areas
of investment, finance, taxation and management. He is the Toronto practice leader on hedge funds and alternative investments, and
advises foundations and pension plan sponsors on investment policy, manager
structure, and selection and monitoring of investment managers. His
broad-ranging career includes pension fund investing, raising capital in
both domestic and foreign markets, treasury operation, risk management,
mergers, acquisitions, divestitures, spin-offs, corporate reorganizations,
international tax planning and insurance. Robert has experience on both the
“buy side” and the “sell side” of the investment
community. He has participated in numerous stock issues by public
companies, ranging from small, tax-structured financings to the initial
public offering of Falconbridge Limited. He has personally negotiated and
syndicated multi-million dollar international bank loans, participated in a
billion dollar multi-national project financing, and lead the sale of
public debentures in the New York market. Back to top
• Albert Birch
Albert is a pension trustee at the
University of Western Ontario for the Administrative Staff Pension Board,
board chair, and he is a member of the
investment policy committee. Back to top
• Alex Bodnarchuk
Alex is responsible for
administration of three defined benefit and one defined contribution plan
for the city of Saskatoon. He assists and advises plan trustees in all aspects of these
plans. Back to top
• David Burgess
David has been a professor of
economics at the University of Western Ontario since 1969. He has been a member of the Academic Pension Board at
Western for 10 years. David is currently the chair of the investment policy
committee. Back to top
• Lisa Caswell
Lisa is the national director, Institutional Solutions for Russell
Investment Group. Back to top
• Julie Cays
Julie is vice-president,
External Managers at Hospitals of Ontario Pension Plan. Julie has a BA in
economics from the University of Waterloo and has her CFA designation. Julie is an active member of the
Pension Investment Association of Canada and sits on the Continuous
Disclosure Advisory Committee of the Ontario Securities Commission. Back to top
• Sylvie Charest
Sylvie is the vice-president of
Global Pensions and Benefits for Manulife
Financial. Back to top
• Jamie Colliver
Jamie is a principal at Putnam PanAgora
Integra Canada where he is responsible for
institutional marketing and business development. Putnam PanAgora Integra Canada (PPI Canada),
provides Canadian institutional investors with a full range of global
equity, fixed income and absolute return strategies from Putnam and PanAgora. With over 30 years experience in capital
markets, Jamie was previously managing director and global head of fixed
income sales and marketing for Scotia Capital Markets. He is a graduate of
the University of Western Ontario with numerous industry
designations and sits on the Canadian Investment Review advisory board. Back to top
• Ryan Davies
Ryan
is an assistant professor and the holder of the Lyle Howland Term
Chair in Finance at Babson College. Prior to joining Babson College, Ryan taught at the University of Reading in England in the International Capital
Market Association's International Fixed Income and Derivatives (IFID)
program. He has made over 35 invited paper presentations at conferences and
university research seminars. His current research interests include
European securities market regulation, stock price manipulation by mutual
fund managers, portfolio allocation across hedge funds, and portfolio
return correlation patterns. His research has been published in major
academic journals, such as the Journal of Financial Markets, the Journal of
Futures Markets, and Economics Letters. Ryan received a PhD in Economics
from Queen’s University (Kingston) in 2001. Back to top
• Nathan Dudley
Nathan is the head of liability-based solutions for Russell Investment
Group. In this role, he heads the team responsible for the design,
implementation, and management of custom portfolios benchmarked against
clients’ liabilities. Nathan joined Russell as a consulting analyst
in 1997 and was promoted to senior consulting analyst in 1999. In this
capacity, he provided client support for Russell products and services.
Later in 1999, Nathan became a research analyst in Russell’s
investment management and research group. In this capacity, he evaluated
money management firms worldwide with global/international and emerging
market equity mandates. From 2001 to 2005, Nathan was a senior portfolio
manager in the Policy Implementation group, responsible for customized
derivative overlays. Assignments included “rebalatization,”
portable alpha, cash flow management, rebalancing and other custom hedges. Back to top
• Ken Eddy
Ken is the chief executive officer of the Nova
Scotia Association of Health Organizations Pension Plan (NSAHO PP). Back to top
• George Engman
George is the president,
Integrated Partners and the director of Integrated Asset Management. George
founded the private equity group at Ontario Teachers’ Pension Plan
and led it for six years, from February 1991 to January 1997. Over that
time the fund grew from nothing to over $1 billion. The portfolio had an
average annual return of 33.8% from 1991 to 1997. Co-founder and co-head of
Royal Bank Equity Partners Limited, from 1997-1998 and founding portfolio
manager of Private Equities for Ontario Municipal Employees Retirement
System (OMERS) from 1980-1986. George is a past member of the advisory
boards of BC Partners and Schroder’s Asia
Pacific Fund, and a past director of Onex
Corporation, Maple Leaf Foods Inc., Sun Media Corporation, Maple Leaf Gardens and Commcorp Financial Services Inc. He
is currently director of several portfolio companies. George holds a BSc. (Honours), Mathematics
from the University of London and an M.B.A. from York University. Back to top
• Leona Fields
Leona is the manager of Pension
Funds at York University. Leona works with the York pension
fiduciaries and external agents to manage and co-ordinate all functions
relating to the York University Pension Fund, which currently has assets of
over $1.15 billion. Leona has more than 15 years experience in the pension
industry working in investment policy and manager structure development,
performance evaluation, pension governance, fiduciary education and the
actuarial field. Back to top
• Steve Foerster
Stephen is a professor of
finance at the Ivey School of Business, University of Western Ontario where he has taught investments, portfolio management and
corporate finance since 1987. Stephen wrote the book Financial Management:
A Primer and has been published numerous times in academic journals such as
The Journal of Finance, as well as practitioner-oriented journals and
books. Stephen is a member of a number of advisory boards, including Canadian
Investment Review. He previously taught at the Wharton School, University of Pennsylvania, where he received his MA and PhD. He is also a CFA. Back to top
• Dan Foster
As the pension fund manager for
the United Church of Canada, Dan is the primary interface between the
external investment managers and custodians, the investment committee and
the United Church. Dan is a chartered accountant with 25 years experience in public
accounting prior to coming to the United Church Pension Plan. He is
currently a member of Public Interest Advocacy Centre (PIAC) and was a
panelist on the topic of active versus passive institutional investing at
the 2003 Canada Cup of Indexing in Montreal. He has a BComm from the University of Toronto. Back to top
• Sorina Givelichian
Sorina is the national director,
Institutional Solutions at Russell Investment Group. Sorina
has more than 10 years of international investment banking experience in
various capacities in management, fixed income sales and trading,
derivatives structuring and risk management. She received an MBA in Finance
from Rotman School of Management, University of Toronto, an MA in International
Political Economy from London School of Economics and a BA in Economics and
Philosophy from University of Lubeck, Germany. Back to top
• Bruce Grantier
Bruce is the managing director,
Pension Assets at Scotiabank, which involves
pension asset responsibilities at Scotiabank,
including investment policy and managers for Canada, the UK, the U.S., and
other plans. Bruce serves on volunteer investment advisory boards including
Public Interest Advocacy Centre (PIAC) Investment Practices, Queen's
University, Brandes Institute, and Toronto
Archdiocese. Back to top
• John Greenwood
John is managing director of
the TD Capital Group. He has more than 20 years of experience in the
private equity industry. From 1987 to 1995, he was a partner in the Canadian
Mezzanine Fund, a private equity fund. From 1984 to 1987, John was an
investment officer in the Venture Capital Group of Citibank Canada. He currently serves on the advisory boards of several private
equity partnerships, including Mercapital Spanish
Private Equity Fund II, Kilmer Capital and Genstar
Capital Partners III. John received his MBA from the University of Toronto and his BA from Trinity College, University of Toronto. Back to top
• Tom Gunn
Tom is the president and chief executive officer of the University of British Columbia Investment
Management Trust Inc. (UBC IMANT). Tom’s
responsibilities include overseeing institutional investment managers and
developing investment policies for the new organization, which administers
the investment management of the university’s endowment fund, staff
pension plan and other designated funds. Tom was formerly Chief Investment
Officer of the Ontario Municipal Employees Retirement System (OMERS), the
largest public pension plan in Ontario in terms of individual
participants and second largest in terms of assets. Prior to his position
at OMERS, Tom was Chief Financial Officer of Canada Trust and later Chief
Investment Officer of TD Trust, now part of TD Canada Trust. His investment
career began on the sell side with firms now part of CIBC World Markets,
RBC Dominion Securities and Morgan Stanley Dean Witter. Tom has also served
as Chair of the Pension Investment Association of Canada and as President
of the Toronto chapter of the Financial
Executives Institute of Canada. Back to top
• Eric Innes
Eric
is president and chief executive officer of YMG Capital, which he
co-founded in 1983 after 12 years of fixed income experience with
investment dealers and financial intermediaries. He leads the strategic
direction of the firm and is also responsible for managing the development
and growth of YMG's fixed income and quantitative
processes. Eric graduated from Bishops University with an honours
BA in economics. Back to top
• Peter S. Jarvis
Peter is chief investment
officer of Bimcor, a large Canadian corporate
pension plan. A CFA and past president of the Toronto Society of Financial
Analysts, he graduated from the University of British Columbia with a BC in economics. He is also a fellow of the Canadian
Securities Institute (FCSI). Back to top
• Calvin Jordan
Calvin is the chief executive
officer of Nova Scotia Association of Health Organizations Pension Plan. (NSAHO
PP) Back to top
• Peter Klein
Peter is an associate professor of finance at Simon Fraser University. He holds a PhD in Finance from the University of Toronto, and MBA, LLB and BSc from the University of Western Ontario, and is a chartered financial analyst, chartered business valuator and certified general accountant. His research on hedge fund investing recently won the 2005 Alternative Investment Management Association (Canada) Research award. Peter is also a portfolio manager and principal of KCS Fund Strategies Inc., a Vancouver-based fund of hedge funds manager. He was previously a vice-president with CIBC/Wood Gundy Inc. and participated in a wide range of capital market activities during positings in their Toronto, Tokyo and London offices. Peter was director for Continuing Education for the CFA Vancouver from 1999 to 2005, and a trustee of the Simon Fraser University Academic Pension Plan from 1999 to 2004. Back to top
• James
Knowles
As co-founder of York Hedge Fund Strategies Inc., Jim focuses on
the development of quantitative investment analysis models, investment
policy evaluation, hedge fund strategies and structures, and the role of
hedge funds in complex investment portfolios. Prior to forming York Hedge
Fund Strategies in 2000, he was a founder and senior executive of Portfolio
Analytics Limited (now Morningstar Canada), which is Canada's largest supplier of mutual
and pooled fund information. Jim holds a BSc
degree and an MBA, specializing in finance and economics from the University of Toronto. He is a frequent speaker at
conferences and seminars and has authored various papers on investment
analysis. Back to top
• Victor Koloshuk
Victor, B.Sc., M.B.A., CFA, is
chairman of Integrated Partners, and chairman, president, chief executive
officer and co-founder of Integrated Asset Management Corp. Victor
co-founded Integrated Asset Management in 1998. He also co-founded the
private equity firm Koloshuk Farrugia
Corp. and has led some of Canada’s largest acquisitions and restructurings. Private equity
transactions led by Victor have achieved internal rates of return in excess
of 30%, with a high of 54%. He was vice-president and director of Scotia
McLeod, an investment bank, from 1975-1988, specializing in corporate
finance, mergers and acquisitions and private equity. Prior to that, he was
a security analyst at Wood Gundy, an investment bank. Victor holds a B.Sc.
in physics and an M.B.A. from McGill University. He is a CFA and director of Integrated Asset Management and BluMont Capital Corporation. Back to top
• Claire Kyle
Claire is senior manager of the
Bank of Montreal's pension fund. Prior to her current position, she worked
in both the United States and Canada in a variety of fields, including
private equity investments, mergers and acquisitions, corporate advisory,
economics and strategy, and pension fund management. She holds the CFA
designation and is a past chair of the Pension Investment Association of
Canada. Back to top
• Marcia Lewis-Brown
Marcia is managing director of Relationship Management at TD Asset
Management Inc. Marcia joined TD Bank in 1989 as a manager in the Corporate
and Investment Banking Group, where she had a portfolio of multinational
clients. She moved to TD Asset Management Inc. in 1991, where she has
overall responsibility for marketing strategy, business development and
client service. Marcia holds an MBA from the University of Toronto as well as two graduate
degrees in music, and she previously had a 10-year career as a professional
musician and educator. In addition, Marcia serves on the Boards of Tafelmusik Baroque Orchestra and CanStage,
and she is an Honourary
Governor and former Chair of the Corporation of Massey Hall and Roy Thomson
Hall. She is also Chairman of the Board of the Private Giving
Foundation. Marcia is a CFA charterholder. Back to top
• Alexander Ljungqvist
Alexander is an associate
professor of finance at New York University Stern School of Business, where
he teaches MBA courses in entrepreneurial finance and financing new
ventures and a PhD seminar in banking and corporate finance. Alexander has
been with NYU Stern since 2000 and was tenured in 2005. His primary
research areas include financial intermediation, investment banking,
initial public offerings, entrepreneurial finance and venture capital, corporate
governance, and behavioral corporate finance. He has published articles in
these areas in all the leading scholarly journals. He is the author of
Going Public, a survey of work on IPOs published
by Oxford University Press (second ed., 2001). Prior to joining NYU,
Alexander taught at London Business School and Oxford University’s Saïd Business School. He has worked for Berenberg Bank, Schroder, Munchmeyer, Hengst & Co., the Swedish Trade Council, and the
Swedish Foreign Ministry. Between 1995 and 2000, he was a senior consultant
with OXERA Ltd. Alexander received his Master of Science in economics and
business from Lund University in Sweden, and his Master of Philosophy and
Doctor of Philosophy in economics from Nuffield College at Oxford
University. Back to top
• Claude Maheu
Claude joined the Quebec Pension Plan in 1981 and is the chief of
evaluation. His responsibilities include the development of policy for the
Quebec Pension Plan, the supplemental pension plans and the family
allowances. He is the secretary for the investment policy committee and
develops the financial planning tools for retirement. He graduated from Laval University with degrees in sociology and
economics. Claude also received diplomas from the Investment Funds
Institute of Canada, the Institut québécois de planification financière and the École nationale d'administration publique. Back to top
• Jean Masson
Jean
is vice-president, director and head of research TD Asset Management
Inc. At TD Asset Management Inc., Jean leads TDAM's
quantitative research and development efforts and manages our team of
research professionals. He is
involved in the modeling and research of various quantitative strategies
including Enhanced Equities, Enhanced Bonds, Market
Neutral Hedge Funds as well as Tactical Asset Allocation portfolios. His areas of specialization included
econometric methods, derivatives, and market microstructure. Jean holds a M.S. and Ph.D. in Finance
from the University of Rochester and a B.A. and M.A. in
Economics from Simon Fraser University. Back to top
• David Mather
David has been the executive
vice-president, Integrated Asset Management since 2001 and Director since
2004. Since 2003, he has been the vice-president and director, Integrated
Managed Futures. He is an associate member of the National Futures
Association and member of the Managed Funds Association. Previously, David
has been managing director at SEI Investments, and managing director, Fidelity
Group Pensions. From 1990 to 1997, he was senior vice-president at Elliott
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