| Dr.
Thomas Åstebro |
| Dr. Åstebro conducts research in the economics of technological
change and entrepreneurship. He has recently published in The Economic
Journal and Journal of Lending and Credit Risk Management.
He is frequently invited to give speeches on the subject of assessing
new ventures. Dr. Åstebro is the originator of a patent pending
credit scoring software and has started three companies. He received
his PhD from Carnegie Mellon University and holds two degrees in engineering
from Chalmers University of Technology, Sweden. |
|
|
| Lori
Bak |
| Lori is the publisher of Canadian Investment Review
and associate publisher of Benefits Canada and Avantages
at Rogers Media, Healthcare and Financial Publishing. She has worked
at Rogers Media as a business journalist and editor for 16 years,
most recently as editorial director of Rogers’ financial publications
and past editor of Benefits Canada. Lori is an active member
of the Association of Canadian Pension Management (ACPM). |
|
|
| Stephen
Brown |
| Stephen is David S. Loeb Professor of Finance and undergraduate
program director of finance studies at the Leonard N. Stern School
of Business, New York University. He joined the faculty in 1986 after
successive appointments at the AT&T Pension Fund, and associate
professor at Yale University. He has served on the board of directors
of the American Finance Association, was a founding editor of the
Review of Financial Studies and is currently a member of the
board of the Society of Quantitative Analysis. He is a managing editor
of the Journal of Financial and Quantitative Analysis and has
served on the editorial board of The Journal of Finance. He
has published numerous articles and four books on finance and economics
related areas. Stephen has both an MBA and PhD from the University
of Chicago. |
|
|
| Michael
Butera |
| Michael is director, external portfolios for the pension investment
division at Canada Post Corporation. In this role he is involved in
virtually all areas of the fund’s investment activities. His
responsibilities include investment policy and asset allocation, manager
selection and structure and monitoring fund performance. Prior to
joining Canada Post, Michael was an asset management consultant for
over 13 years. He is a graduate of Brock University and has participated
in a number of investment conferences. |
|
|
| Caroline
Cakebread |
| Caroline is the editor of Canadian Investment Review. She
joined Rogers Media in May 2001. From 1998 to 2001, she was manager
of investor education at the Toronto Stock Exchange. Caroline is an
active member of the Association of Canadian Pension Management (ACPM)
as part of the Strategic Communications Committee. She is also a member
of the Education and Outreach Committee of Women in Capital Markets.
Caroline holds an MA and a PhD in English from the University of Birmingham
and a BA from the University of Toronto. |
|
|
| Michael
Campbell |
| Michael is manager, pension and employee funds for
Imperial Oil Limited where he is responsible for investment strategy,
plan funding and administration. Prior to joining Imperial Oil’s
pension group, Michael worked in the areas of corporate finance, pipeline
operations, insurance, cash management, corporate acquisitions and
rate regulation. He holds undergraduate and graduate business degrees
from the University of Toronto. |
|
|
| Julie
Cays |
| Julie has been director, external managers at Hospitals
of Ontario Pension Plan (HOOPP) since September 2001. Before that
she worked at CIBC for 16 years in various corporate treasury roles,
most recently as director, pension investments. Julie has a BA in
economics from the University of Waterloo and received her CFA designation
in 1989. Julie is active in PIAC as a member of both the corporate
governance and member services committees. She is also chair of the
Girl Guides of Canada’s portfolio review committee. |
|
|
| Jamie
Colliver |
| Jamie is partner at Integra Capital Management where he heads Integra
Global Advisors and is responsible for the institutional marketing
and business development of that division. Integra Global Advisors
is a joint venture between Integra and several world-class investment
management firms, including Heitman Real Estate Investment Management.
With over 27 years experience in the financial services industry,
Jamie was a founding partner, president and head of sales and distribution
for a Canadian mutual fund company. Prior to that he was managing
director and global head of fixed income sales and marketing for Scotia
Capital Markets in Toronto. He is a graduate of the University of
Western Ontario and has numerous industry designations. |
|
|
| Stefan
Cowell |
| Stefan is the senior portfolio analyst at the Workers’
Compensation Board of Alberta, assisting in the management of its
$4 billion investment portfolio. He is also the president of the Edmonton
Society of Financial Analysts. Stefan holds the CFA designation and
is currently completing his MBA from Queen’s University. |
|
|
| Rudy
Dabideen |
| Rudy is currently managing director of Ashford Capital
Canada, a full-service investment consulting firm for selected clients
(ICI Canada). Most recently, he was the director of investments for
the $ 4.1 billion fund of the Colleges of Applied Arts and Technology
Pension Plan (CAAT). He is past chairman at the Pension Investment
Association of Canada (PIAC), and was the past chair of the investment
practices committee at PIAC. Rudy is a graduate of the University
of Toronto. He is also a certified management accountant and a chartered
financial analyst. |
|
|
| Michael
Doran |
| Michael is managing director, North American equities
at University of Toronto Asset Management (UTAM), which he joined
in 2000. His responsibilities include selection and monitoring of
external North American equity managers, as well as management of
some specialized in-house equity portfolios. Prior to joining UTAM,
Michael managed a wide range of domestic and global equity portfolios
at a quantitative investment firm in Toronto. He holds an MBA in finance
from York University and is a chartered financial analyst. |
|
|
| John
Eckert |
| John is chairman of the Canadian Venture Capital Association.
He is also a managing partner of McLean Watson Capital Inc, a Toronto-based
venture capital firm that invests in and advises technology companies.
Previously, John specialized in corporate finance as a vice-president
and director of Wood Gundy Inc. He also served for three years as
executive director, Capital Markets, of CIBC Wood Gundy Australia
Ltd., an investment firm, and a director of CIBC Australia Limited,
a merchant bank. John holds a BA and an MBA from the University of
Western Ontario. |
|
|
| George
Engman |
| George is president and CEO of Integrated Partners.
Previously, he formed and headed the merchant banking portfolio of
the Ontario Teachers’ Pension Plan from 1991 to 1996. He was
also the founding portfolio manager of private equities for the Ontario
Municipal Employees Retirement System. George is a past director of
Onex Corporation, Maple Leaf Foods Inc., Sun Media Corporation and
Maple Leaf Gardens. He has an honour B.Sc. in mathematics from the
University of London and an MBA from York University. |
|
|
| Philip
Falls |
| Philip is assistant director of investments at IWA-Forest
Industry Pension and Ltd. Plans. In this role he works with the director
to manage the investments of the $2.0 billion multi-employer pension
plan. Previously, he was vice-president and treasurer of investment
management at The Loewen Group Inc. He has also held positions at
William M. Mercer, Connor, Clark and Lunn and the Canadian National
Railway Investment Division. Philip’s professional affiliations
include PIAC, AIMR and the Vancouver Society of Financial Analysts.
He has an MBA from the University of Western Ontario and is a CFA. |
|
|
| Leona
Fields |
| Leona is the manager of the pension fund at York University.
In this role, she manages all functions relating to the York University
Pension Fund, which currently has assets of approximately $880 million.
Leona also acts as secretary for the York University Pension Fund
Board of Trustees and the subcommittee on investment performance.
With over 13 years in the industry, Leona has experience with investment
policy development, performance evaluation, pension governance, fiduciary
education, and the actuarial field. |
|
|
| Marija
Finney |
| Marija joined CDP Capital in 2002, as vice-president, client relationships
and is based in the Toronto office. She is responsible for institutional
business development and relationship management in both Canada and
the United States. Prior to joining CDP Capital she was vice-president,
institutional marketing at Franklin Templeton Institutional and a
senior client service officer at Barclays Global Investors Canada
Limited. With over 17 years’ experience in the financial services
industry, her background also includes seven years at The Toronto
Stock Exchange. Marija is a member of the Association for Canadian
Pension Management. |
|
|
| David
C. Finstad |
| David is the senior manager, External Funds for Alberta
Revenue, where he is involved in the management of over $9 billion
in fund-of-funds assets for the Province of Alberta. He has previous
experience as a plan sponsor with the Workers’ Compensation Board-Alberta
and as a quantitative analyst with Frank Russell Canada. He is a chartered
financial analyst and holds an M.Sc. in finance from the London School
of Economics. |
|
|
| Stephen
Foerster |
| Stephen is a professor of finance at the Richard Ivey
School of Business, The University of Western Ontario. He has numerous
publications in academic journals, such as The Journal of Finance
and Journal of Financial Economics, as well as practitioner-oriented
journals and books. He recently completed the book Financial Management:
A Primer and has co-authored the book Cases in Financial Management.
Stephen is a member of the advisory board of Canadian Investment
Review, a director and chair of the Investment Committee of Foundation
Western and a member of the advisory board of Northwest Mutual Funds.
He has an MA and PhD from the Wharton School at the University of
Pennsylvania and has obtained the CFA designation. |
|
|
| Pierre
Gamache |
| Pierre is vice-president, investor relations, at Cadim, where he
is responsible for relations with institutional clients interested
in investing in the real estate sector. He is also responsible for
developing the fund management products and services offered by CDP
Capital – Real Estate Group. Pierre joined Cadim’s team
in 1998 as managing director, new markets. In that capacity, he contributed
to the development and application of Cadim’s investment strategies
in Central Europe, Latin America and Asia. Pierre has a bachelor of
science and a master of environmental studies from the Université
du Québec à Montréal. He also has a MBA from
Montréal’s École des Hautes Études Commerciales.
He is a member of the Urban Land Institute and the International Real
Estate Institute. |
|
|
| David
Gordon |
| David is vice-president, quantitative investment analysis,
at Glenwood Capital Investments, L.L.C., which he joined in 1998.
Prior to this, he was a vice-president in the Pension Services Group
at Goldman, Sachs & Co. During this time he co-authored Hedge
Funds Demystified: Their Potential Role in Institutional Portfolios.
David was also an associate actuary at Watson Wyatt Worldwide from
mid-1989 through 1996, where he specialized in asset allocation. An
associate of the Society of Actuaries and a member of the American
Academy of Actuaries, David graduated from the Wharton School of Business
and the University of Pennsylvania in 1989 with a BA and a BS. |
|
|
| Janet
Greenwood |
| Janet is managing partner and director of investment
services at Aurion Capital Management Inc., a firm which manages domestic
institutional portfolios and the overall multi-manager investment
program for the Shell Canada Pension Fund. She was formerly director,
investment research for Shell Canada Pension Fund Management Inc.
Areas of responsibility include investment research, asset class management,
investment strategies and manager selection/oversight for Shell's
DB and DC investment structure. She is also involved in portfolio
analytics and the management of a broad range of investment services
provided to Aurion's institutional clients. |
|
|
| Rabinder
Grewal |
| Rabinder is an investment analyst at the University
of Toronto Asset Management Corporation. Her responsibilities include
contributing to the preparation and analysis of investment and financial
reports, assisting managing directors with the due diligence process
in both the public and private investment manager search programs
as well as in-house trading capabilities. Rabinder received a bachelor
of commerce from U of T and is a level II candidate for the chartered
financial analyst program. |
|
|
| Wally
Hassenrueck |
| Wally is the director, treasury for CanWest Global
Communications Corp. In this role, she is responsible for developing
and administering asset and debt management policies and programs.
She has held various positions in treasury and corporate finance in
the public sector, energy sector and media sector. Wally holds an
MBA from the University of Manitoba. |
|
|
| Eric
Innes |
| Eric is chairman and chief investment officer for YMG
Capital Management. The first 20 years of his investment career were
spent trading bonds and managing bond portfolios for McLeod Young
Weir and Royal Trust. In 1983 Eric and his partner founded YMG, which
currently manages over $13 billion in investment portfolios for pension
plans, mutual funds and other financial institutions. Eric oversees
YMG’s asset allocation and the firm’s fixed income strategies,
as well as directing marketing and client service activities. He was
educated at Bishop University and graduated with an honours BA in
economics in 1971. |
|
|
| Peter
S. Jarvis |
| Peter is a vice-president with the Ontario Municipal
Employees Retirement Board (OMERS), and is responsible for the management
of all fixed income programs, cash management, and the development
of OMERS approach to alternative assets. He is also a part of the
management team responsible for financial management of the total
fund. Prior to OMERS, Peter was vice-president of fixed income at
TAL and vice-president and director in charge of trading at Scotia
McLeod in London, England. A CFA and past president of the Toronto
Society of Financial Analysts, he graduated from the University of
British Columbia with a BA in economics. He is also a fellow of the
Canadian Securities Institute (FCSI). |
|
|
| Larry
Johnson |
| Larry is director of pension investments for Abitibi-Consolidated
Inc. and is responsible for managing C$3 billion in retirement plan
assets, primarily in Canada, but also in the U.S. and the U.K. He
assumed this position in mid-1999 and has been employed by Abitibi
and predecessor companies for over 22 years, primarily in strategic
planning, marketing, and financial analysis roles. Larry is an American
and holds certified public accountant and certified management accountant
designations. |
|
|
| Richard
Johnston |
| Richard is currently the chief investment officer of
the Independent Order of Foresters (IOF). Prior to the IOF, Richard
managed the investment department of the Aetna Life Insurance Company.
He has over 20 years of investment experience, including fixed income
and equities as well as extensive involvement in the venture capital
industry. Richard is a member of the Board of Directors for MDS Capital
Corporation, the largest venture capital investor in biotech and life
sciences in Canada. Richard holds an MBA and CFA designation. |
|
|
| Bob
Kamp |
| Bob is director of investments for TELUS Corp. He heads
a group responsible for managing a broadly diversified portfolio of
investments ($2.9 billion) for some of the defined benefits plans
of the TELUS group of companies. Prior to joining TELUS in 1993, he
spent 20 years in investment management and research with the Alberta
Treasury and the Ontario Treasury. |
|
|
| Michael
Keenan |
| Michael is the director of policy and research for
Bimcor Inc., a Canadian pension investment manager. Prior to joining
Bimcor in January 2001, Michael spent 10 years at the federal Department
of Finance, principally in the Financial Markets Division where he
was involved in government financing, international management, and
treasury risk management, as well as domestic debt management. |
|
|
| Victor
Koloshuk |
| Victor is founder, president and CEO of Integrated
Asset Management Corp. He is also co-founder and chairman of Integrated
Partners. From 1975 to 1988, he was vice-president and director of
Scotia McLeod, specializing in corporate finance, mergers, acquisitions
and merchant banking. In 1988, Victor co-founded the merchant bank
Koloshuk Farrugia Corp. and, in 1989, The Poplar Corporation. He also
spent five years as a top-ranked security analyst with Wood Gundy.
Victor has a B.Sc. in physics and an MBA from McGill University. He
received his CFA charter in 1975. |
|
|
| Gordon
Kosokowsky |
| Gordon joined CDP Capital in 2001, as director for the Toronto office
having responsibility for new institutional business development and
relationship management with clients in Canada and the United States.
Prior to joining CDP Capital he held senior business development and
relationship management positions at Royal Trust. With over 12 years
of financial services experience in the financial services industry,
his background also includes international trade finance and foreign
exchange. Gordon is a graduate of McMaster University and has completed
numerous industry courses and accreditations. |
|
|
| 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 presently the chairperson of the Pension Investment
Association of Canada (PIAC). |
|
|
| Gilles
Lachance |
| Gilles is currently the pension funds treasurer for
the City of Montreal. He has worked for the City for 26 years. For
the last 13 years, he has been responsible for the accounting and
investments of the six pension funds in Montreal. He is also on the
board of each pension fund and investment commission. Previously,
Gilles worked for the Quebec securities commission, and as a finance
teacher at Sherbrooke University. He has an M.Sc. in finance and a
bachelor of business administration. Gilles is a member of both PIAC
and CPBI. |
|
|
| Ross
Laser |
| Ross is president at Glenwood Capital Investments, L.L.C.,
which he joined in 1997. Prior to joining Glenwood, he owned a futures
local clearing firm. He was also the general partner of several land
acquisition deals, a board member for a multi-bank holding company
and was instrumental in the formation of private investment ventures,
including individual hedge funds. Rob has been a member of the International
Monetary Market of the Chicago Mercantile Exchange since 1985. He
received a BA from the University of Michigan in 1984. |
|
|
| Tris Lett |
| Tris is director, Alternative Assets Group, RBC Capital
Markets. Previously he was vice-president, Absolute Return Strategies
with YMG Capital Management Inc. His working career began at the Ontario
Treasury where his responsibilities included policy development of
the CPP for the province. In 1983 he co-founded Trafalgar Capital
Management, a quantitatively oriented investment counselling firm.
In 1989, Tris was elected to the Board of Governors of the Toronto
Futures Exchange, and in 1990 became its chair for five years. Tris
is currently is a member of the Canadian Investment Review's
Advisory Board. He has an honours BA in economics from York University
and a master of economics from the London School of Economics in England. |
|
|
| Bruce MacDonald |
| Bruce is one of the founding shareholders and a director at Integra
Capital. Before joining the firm as an active partner, he was president
of Boyle Midway Canada, a major manufacturing and consumer goods subsidiary
of American Home Products Corp. of New York. Bruce has a bachelor
of commerce from Mount Allison University. |
|
|
| Richard
MacDonald |
| Richard is manager, pension fund administration for
Canada Mortgage and Housing Corporation. He has held various senior
positions in the Finance and Treasury Departments within CMHC. He
formulates and directs the activities as they relate to actuarial,
performance measurement, asset mix and corporate governance for the
plan. Prior to CMHC, Richard was the controller and treasurer of Loto
Canada Inc. He is a chartered accountant and holds a number of certificates
in pension plan administration. |
|
|
| Ingrid
J. Macintosh |
| Ingrid joined American Express Asset Management in
2001 as a marketing director responsible for introducing and marketing
a broad range of investment products to Canadian institutions and
consultants. Prior to joining American Express, Ingrid was a principal
with Laketon Investment Management, involved in both marketing and
client service. Ingrid’s 16 years in the investment industry
also include positions at Burns Fry (subsequently Nesbitt Burns) and
CIBC World Markets in both fixed income trading and institutional
sales positions. Ingrid holds a BA in economics from York University.
|
|
|
| Josephine
Marks |
| Josephine is senior vice-president of pensions and group investments
at the Maritime Life Assurance Company. Her responsibilities include
overall accountability for the pension and institutional investment
lines of business as well as asset-liability management responsibilities
for Maritime Life’s $9 billion of General Funds. Josephine joined
Maritime Life in 2001 with 20 years of experience in the pensions
and investment industry at Sun Life of Canada and William M. Mercer.
Her previous responsibilities included marketing, finance, client
service, portfolio management and investment strategy. Josephine is
a FCIA and a CFA. |
|
|
| David
Mather |
| David is executive vice-president at Integrated Asset Management
Corp. He has over 25 years experience in marketing, sales, product
development and operations in both institutional and retail investment
management. His previous roles have included managing director, SEI
Investments; managing director, Fidelity Group Pensions; senior vice-president,
Elliott & Page; and vice-president, Crown Life Investment Management.
David is presently treasurer and member of the Board of Governors
at Royal St. George’s College. He is also treasurer and chair
of the investment committee for the Boys and Girls Clubs of Canada
Foundation. David has both an honours BA and MA from the University
of Waterloo. |
|
|
| Richard
McAloney |
| Richard is the CEO of the Nova Scotia Association of
Health Organizations Pension Plan. Previously he was responsible for
all investment, pension, benefit, and treasury operations for the
Province of Nova Scotia. He is also director of the Pension Investment
Association of Canada, director of the Association of Canadian Pension
Management, and he was a founding director of the Canada Pension Plan
Investment Board. Richard holds the chartered financial analyst, certified
internal auditor, and chartered accountant designations. |
|
|
| Steven
Michaels |
| Steven is senior vice-president and managing director, high yield
at Financial Management Advisors Inc. (FMA). He joined the company
in 1991. In his current role he is principally responsible for the
management of the U.S. portfolio. Steven has 14 years of investment
experience, including the last 11 years dealing with high yield investments.
He has a bachelor of science from Jacksonville University and an MBA
from the University of Southern California. |
|
|
| Peter
Mitchell |
| Peter joined American Express Asset Management (AEAM)
in 2000 with 13 years of financial industry experience. As vice-president
of AEAM, he is responsible for introducing the firm’s institutional
line of strategies, both traditional and alternative, to the consultant
and mid-sized corporate marketplace. Originally from Toronto, Peter
has held positions in New Zealand as a currency options trader and
in New York, where he specialized in institutional equity research
sales. He has an undergraduate degree in criminology and an MBA in
finance from the University of Technology in Sydney, Australia. |
|
|
| Ron
Mock |
| Ron is vice-president, alternative investments, at Ontario
Teachers’ Pension Plan. The Alternative Investments Department
is responsible for investments in hedge funds and commodity trading
advisors. Ron became involved in the hedge fund industry in 1991 managing
institutional hedge fund assets in fixed income market neutral strategies.
From 1986 to 1994, Ron was a director at Burns Fry and then Nesbitt
Burns. In 1994 Ron and his partners established Phoenix Research and
Trading, a hedge fund manager. He has a bachelor of science in electrical
engineering from the University of Toronto and an MBA from York University.
|
|
|
| Mike Moes |
| As director, business development, RBC Global Services, Mike is
responsible for developing strategic relationships with Canada's leading
international investment managers and plan sponsors of defined benefit
pension plans. He has been with RBC Global Services the past five
years and has been dealing with plan sponsors and investment managers
for the past 10 years. Mike is a graduate of the University of Michigan
with a BA in economics. |
|
|
| Geoffrey
Moore |
| Geoff is director at Deutsche Asset Management where he is responsible
for institutional sales and business development in Canada. He is
based in Montreal. Geoff joined the company in 2001 with seven years
of experience as vice-president and head of the Canadian office for
Bank of Ireland Asset Management and research analyst for Brockhouse
& Cooper. Geoff is currently on the editorial advisory boards
of Benefits Canada and Avantages magazines. He has a
BA from McGill University and an MA from the University of Leeds. |
|
|
| Tricia
Moore |
| Tricia joined Rogers Media last year as conference manager.
She brings to her position more than 15 years of experience in the
hospitality and retail industries with an emphasis on special events
planning, marketing and customer service evaluation. She is a graduate
of Queen’s University. |
|
|
| Clive
Morgan |
| Clive is the director of York Hedge Fund Strategies, which he founded
in 2000 with two partners. Prior to this he was the global practice
leader for asset consulting at Towers Perrin, where he specialized
in financial management for institutional funds. Clive is a fellow
of the Institute of Actuaries, a fellow of the Canadian Institute
of Actuaries and a chartered financial analyst. |
|
|
| Lawrence
Newhook |
| As an associate portfolio manager, derivative instruments at OMERS,
Lawrence is responsible for the development and execution of derivative-based
solutions in the pursuit of the Fund objectives of investment efficiency,
risk management and yield enhancement. Other responsibilities include
the management of the OMERS Active Currency Program and the development
of the OMERS Absolute Return Strategies Program. Lawrence has a bachelor
of commerce in economics from the University of Guelph, an M.Sc. in
economics from the University of London and is a chartered financial
analyst. |
|
|
| Carlo
Novati |
| Carlo has been the director of pension fund services for Ontario
Power Generation’s pension plan since April 2001. He is responsible
for governance, compliance and the management of the plan’s external
investment managers. Previously, he was responsible for the capital
market borrowing activities of Ontario Hydro and Farm Credit Corporation.
Carlo has also held various corporate finance positions with Gulf
Canada Resources and BCE Inc. He has an engineering degree, an MBA
and is a chartered financial analyst. |
|
|
| Hal
Parker |
| Hal is the investment officer of the Prince Edward Island Provincial
Treasury. In this role he acts as administrator to the external investment
managers that invest the funds of the Province’s MasterTrust,
which includes the pension assets of the Island’s civil servants,
teachers and members of the legislative assembly. He also directly
invests the funds of the province’s Sinking Fund. A native of
the province, he has three degrees including an MBA from Dalhousie
University. |
|
|
| Michelle
Peshko |
| Michelle joined Brascan Financial this year from Noranda Inc. Brascan
Financial acts as the principal investment advisor for the Noranda
pension plans. As vice-president, capital markets, she oversees the
development and implementation of pension plan policies. From 1994
to 1998, Michelle was part of the Asset Consulting Group at Towers
Perrin where she worked with Canadian plan sponsors in the areas of
plan structure, manager searches, and investment monitoring and performance.
Michelle has an MBA from York University and has earned her chartered
financial analyst designation. She is a member of AIMR, the TSFA and
PIAC. |
|
|
| Reagan A. Pratt |
| Reagan is senior vice-president and portfolio manager
for Heitman’s public securities division, where he is responsible
for co-managing a $1 billion portfolio of real estate securities for
institutional client base. Reagan joined Heitman in 1993 as vice-president
of investment research for the firm’s private equity division,
where he was responsible for macroeconomic research and the analysis
of the apartment and industrial sectors. Prior to joining Heitman,
Reagan headed the West Coast office of Clayton Research Associates,
one of Canada’s premier real estate and economic consultants.
He holds an MS in business administration (urban land economics) from
the University of British Columbia and a BA in economics/finance and
urban geography from the University of Guelph. |
|
|
| Todd
Pulvino |
| Todd is a member of the finance faculty at Northwestern
University’s Kellogg School of Management, and is a founding
principal of CNH Partners, a merger arbitrage hedge fund. He has served
as a consultant for funds of hedge funds where he evaluated event-driven
managers. Todd has also served on the finance faculty at Harvard Business
School. His research is published in top academic finance journals
including the Journal of Finance. Todd holds PhD and AM degrees
in business economics from Harvard University. He also holds BS and
MS degrees in mechanical engineering. Prior to completing his doctoral
work, Todd worked as a design engineer in the aerospace industry.
|
|
|
| Johnny
Quigley |
| Bio to follow. |
|
|
| Dr.
Bill Rentz |
| Dr. Rentz is an associate professor of finance and business economics
in the School of Management at the University of Ottawa. From 1989
until 2002 he was the chairman of the pension plan committee of the
Board of Governors of the University of Ottawa. He is co-author of
Canadian Financial Management and has published in many different
journals. His latest publication is “Can the Next Enron Happen
to Your Clients,” Advisor’s Edge, March 2002. He
holds a BS in electrical engineering from the Massachusetts Institute
of Technology and an AM and PhD in economics from the University of
Rochester. |
|
|
| André
Robitaille |
| André is executive director of the University of Quebec's
Pension Fund, with responsibility for overseeing the investment of
the pension fund and the administration of the benefits. The fund
has 8,200 plan members and assets of $1.5 billion. He is an active
member of the International Pension Group, the Canadian Pension and
Benefit Conference and the Pension Investment Association of Canada.
|
|
|
| Dan Rudgers |
| Dan is a managing director, Alternative Asset Fundraising
Group at Deutsche Bank. He is responsible for raising funds for alternative
assets including private equity, venture capital, real estate, CDO
equity and other privately placed issues. Dan represents both third
party and Bank entities in raising funds from U.S. institutional investors
including corporate and public pension plans, endowments, foundations,
insurance companies, financial institutions, family offices and others.
Dan joined the Bank in 1990 (Bankers Trust Company before merger with
Deutsche Bank). He holds a bachelor of business administration from
Niagara University. |
|
|
| Craig
Russell |
| Craig is a managing director and global head of sales and marketing
for DB Absolute Return Strategies (DB ARS). He is responsible for
the product development and distribution of fiduciary DB hedge fund
products worldwide. Prior to his current role, Craig was responsible
for the sales and product development of quantitative equity and asset
allocation products. He also managed the New York currency trading
business within the Global Markets Proprietary business at Bankers
Trust Company (a DeAM predecessor company) and served as a global
fixed income and currency portfolio manager. Craig has a BS in engineering
from the University of Michigan. |
|
|
| Dr.
John J. Schmitz |
| Dr. Schmitz is an expert in the research, development and implementation
of quantitative investment management processes. He has extensive
practical experience including several senior money management and
financial consulting positions. He has also done extensive research
and publishing in the areas of investments and portfolio management.
Dr. Schmitz holds a BE.Sc. in mechanical engineering and a BA in economics
from the University of Western Ontario, a MA in economics from the
University of Toronto, a PhD in finance from the Ivey School of Business
and is a CFA. |
|
|
| Larry
Seager |
| Larry is director of pension investment at Kodak Canada
Inc. He received his business degree from Ryerson in 1966 and is a
certified management accountant. Larry began his career at Kodak in
1968, where he has held various accounting, marketing and management
positions. |
|
|
| Tracy
Smith |
| Tracy is assistant editor, conferences for the healthcare and financial
division of Rogers Media. Her responsibilities include the management
of conference materials and development of the conference web sites.
Tracy has an honours BA from McMaster University and a post-graduate
diploma in journalism new media from Sheridan College. |
|
|
| Ken
Stemme |
| Ken joined American Express Asset Management as a senior vice-president
and managing director of American Express Alternative Investments
in January 2002. His team is responsible for the management of American
Express Hedge Fund of Fund products. Ken has over ten years of experience
in the selection and monitoring of hedge funds and building hedge
fund portfolios. His most recent position was with CIBC World Markets
in New York and previous to that he was with Harris Associates in
Chicago. He has a BA in mathematics and economics from Cornell University,
an MBA with high honours from DePaul University and has received his
chartered financial analyst designation. |
|
|
| Terri
Troy |
| Terri is director of pension and strategic investments for the Royal
Bank of Canada’s multinational pension plans. Her responsibilities
include asset mix decisions, investment manager structures and manager
monitoring, performance measurement and attribution, risk analytics,
compliance monitoring and governance. |
|
|
| Tom
Ulrich |
| Tom is president and chief executive officer of the Teachers’
Retirement Allowances Fund (TRAF) of Manitoba. He has held this position
since 1999. In this role he is primarily responsible for overseeing
the administration of the pension plan for Manitoba’s 29,000
current, former and retired teachers and supervising the investments
of its assets. Previously, Tom spent 25 years in pensions and benefits
with The Manitoba Teachers’ Society. He currently serves on the
board of directors of Greystone Capital Management Inc. and the Association
of Canadian Pension Management (ACPM). He is also a member of PIAC.
Tom has both a bachelor and master of education. |
|
|
| Donald
D. Weiss |
| Donald is the chairman and CEO of the Ontario Pension Board, which
manages the Public Service Pension Plan in Ontario. This $12 billion
fund has approximately 27,000 contributing members and 40,000 pensioners.
He is the former executive director of the P.C. Ontario Fund and past
president of Morguard Trust Company. Donald’s business career
has focused on financial services, investment, banking, real estate
finance, development and fundraising. He has a bachelor of commerce
from the University of Alberta. |
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