|
Doug Andrews
Doug is a vice-president in the Toronto branch of Aon Consulting.
He is a member of the firms Canadian investment consulting
practice council and leads the investment consulting services area
in the Ontario region. He provides strategic and business planning
advice to clients, with respect to investment, design, funding and
governance of retirement arrangements and their place in total reward
systems. Doug is a frequent speaker at professional and industry
meetings and has authored a number of articles and papers. He is
a chartered financial analyst and an actuary. top
Roland Austrup
Roland is president, chief executive officer and a director of IMFC.
He is also president, chief executive officer and a director of
Aero Capital Corporation, and a director of two publicly traded
Canadian companies. Previously, Roland was an investment advisor
with BMO Nesbitt Burns and a commodities broker with ScotiaMcLeod.
He is an associate member of the National Futures Association and
a member of the Managed Funds Association. Roland has an honours
BA from the University of Western Ontario. top
Jerome Baesel
Jerry is a managing director of Morgan Stanley AIP and chief investment
officer, liquid markets. Prior to formation of Morgan Stanley AIP,
he served nine years with the Weyerhaeuser Pension Fund Investment
Group as managing director. Before Weyerhaeuser, he was a general
partner at Princeton Newport Partners, a fund focusing on quantitative
arbitrage strategies. Jerry has also served as tenured professor
of finance at the University of California at Irvine. He holds a
BS in economics from California State University at Fullerton and
both a MS and PhD in finance with a focus on investments from UCLA.
top
Michael Butera
Michael is director, external portfolios for the pension investment
division at Canada Post Corporation. 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. top
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 has her CFA designation. She is active
in the Pension Investment Association of Canada as a member of both
the corporate governance and member services committees. She is
also chair of the Girl Guides of Canadas portfolio review
committee. top
Dominic Clermont
Dominic is a managing director of TD Asset Management Inc. (TDAM)
and has over 22 years of investment experience. He leads TD Quantitative
Capital's research efforts, where he spearheads the development
of various quantitative and hedge fund strategies. Previously, Dominic
was director of research at AMI Partners. AMI's Quantitative Capital
division merged with TDAM in 1996. Prior to joining AMI, Dominic
had 11 years of investment experience. He has a bachelor of science
in actuarial studies from Laval University, an MBA from McGill University
and is a CFA. top
André Collin
As president and chief operating officer of CDP Capital Real
Estate Advisory, André manages the multi-billion dollar portfolio
of real estate assets and oversees the international development
and management of the companys network of offices and companies
worldwide. André sits on the board of directors of CDP Capital
Real Estate Advisory and the board or management committees
of other real estate and mortgage corporations. He holds a bachelor
of business administration, a MBA and is a chartered accountant.
top
Michael Doran
Michael is managing director, North American Equities, University
of Toronto Asset Management Corp (UTAM). His responsibilities include
selection and monitoring of external North American equity, hedge
fund and commodities managers, as well as management of some specialized,
in-house equity portfolios. Prior to joining UTAM, Michael managed
domestic and global equity portfolios at a quantitative investment
firm. He holds an honours bachelor of science in chemistry from
Trent University, an MBA in finance from the Schulich School at
York University, and is a CFA. top
Philip Falls
Philip is assistant director, investments for the IWA Forest
Industry Pension Plan and for the IWA Forest Industry Ltd.
Plan. He recently joined the plans following 20 years of corporate
treasury, insurance, trust and pension institutional fund management
experience. He holds a bachelor of commerce from Concordia University,
an MBA from the University of Western Ontario and is a CFA. top
David Finstad
David is the senior manager, external funds for Alberta Revenue,
where he is involved in the management of over $11 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 a M.Sc. in finance from the London School
of Economics. top
Stephen Foerster
Stephen Foerster 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. top
Bill Forbes
Bill has been at Queen's University since 1991. Currently, he is
director, investment services and director, pensions and insurance.
Before coming to Queen's, he was a vice-president in the Toronto
office of Towers Perrin, working with clients on a variety of pension
matters. He is a fellow of the Canadian Institute of Actuaries and
a CFA. 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 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 bachelor of commerce from
the University of Toronto. top
Pierre Luc Gariepy
Pierre Luc is an associate at Deutsche Asset Management where he
is responsible for consultant relations in Canada and also supports
institutional sales and business development. He is based in Montreal.
Pierre Luc joined the company in 2002 with six years of experience
as an analyst at Watson Wyatt Canada and SEI Investments Canada
and as a portfolio administrator for Canagex Investment Management.
He has a B.Sc. from the University of Montreal and is a CFA charterholder.
top
Brian Gibbings
Brian is president and chief investment officer of Langmaids Asset
Management Inc. Langmaids is a Toronto-based boutique investment
counselor catering to endowments and taxable institutional investors
including the purchase of absolute return funds. Brian is a past
director and executive of the Pension Investment Association of
Canada and was editor of its newsletter. top
Bruce Grantier
Bruce is vice-president, pension assets at Scotiabank where he is
responsible for research and recommendations on the asset side of
Scotiabank pension plans. He is chair of the Financial Services
Commission of Ontario's pension investment advisory committee, a
member of PIAC's investment practices committee, and a member of
the Toronto Archdiocese investment committee and Wellesley Central
Health Corporations board and investment committee. Bruce
has an MBA and is a CFA charterholder. top
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. top
John Hagan
John is executive vice-president, institutional sales at Man Investments
Inc. He joined the company in October 2002 with a particular responsibility
for institutional sales for their hedge fund of funds subsidiary,
Glenwood Capital Investments. His past experience includes 12 years
in marketing and new business development, including a position
as director of marketing for the Bank of Montreal investment subsidiary
Harris Investment Management. Prior to that John was a principal
with a U.S.-based pension consulting firm. He has an MBA from the
University of Notre Dame, and a BS in business from Elmhurst College.
top
Paul Halpern
Paul Halpern is a professor of finance and the Toronto Stock Exchange
chair in capital markets at the Rotman School of Management, University
of Toronto. He is chair of the advisory board of the Canadian
Investment Review and the associate director of the Capital
Markets Institute at the University of Toronto. He received his
PhD in finance from the University of Chicago and has published
research and applied papers for both academic and practitioner journals.
He has published a corporate finance textbook, Canadian Managerial
Finance and is the editor of Financing Growth in Canada.
top
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. top
Tom Higgins
Tom is executive vice-president of Maple Financial Group Inc. He
is a member of the senior management team that initiated and completed
the formation of Maple. Tom has been an investment banking and financial
product professional since 1982. Previously he held positions at
First Marathon Inc., Merrill Lynch and McLeod Young Weir. He has
a bachelor of science in honours mathematics from Queen's University
and an MBA from the University of British Columbia. top
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 YMGs
asset allocation and the firms fixed income strategies, as
well as directing marketing and client service activities. top
Michael Jawor
Michael is a director at Glenwood Capital Investments, L.L.C. which
he joined in May 2001. Previously, he was a co-portfolio manager
with Sirius Partners, L.P., a fund of hedge funds where he was responsible
for all aspects of hedge fund manager evaluation. His background
also includes eight years as a manager in the First National Bank
of Chicagos global derivatives business. Michael has a BBA
from Loyola University, an MBA from the University of Chicago and
is a CFA. top
Larry Johnson
Until recently, Larry was director of pension investments for Abitibi-Consolidated
Inc., where he was responsible for managing $3 billion in retirement
plan assets in Canada, the U.S. and the U.K. He was employed by
Abitibi and other forest products companies for almost 23 years,
primarily in strategic planning, marketing, and financial analysis
roles. Larry holds certified public accountant and certified management
accountant designations and is a graduate of Boise State University
with a bachelors degree in economics and accounting. top
Steven Kaplan
Steven Kaplan is the Neubauer Family Professor of Entrepreneurship
and Finance at the University of Chicago Graduate School of Business
(GSB). Professor Kaplan's research interests include private equity
and entrepreneurial finance, corporate governance, and corporate
finance. He has published papers in a number of academic and business
journals. In 1994, Professor Kaplan was named one of the top 12
business school teachers in the U.S. by Business Week. He
has an AB in applied mathematics and economics from Harvard College
and a PhD in business economics from Harvard University. top
Victor Koloshuk
Victor is chairman and founder 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. He also spent five years as a top-ranked security analyst
with Wood Gundy. Victor has a B.Sc. and an MBA from McGill University
and is a CFA. top
Kevin LeBlanc
Kevin joined TD Asset Management Inc. in 1993 with five years of
quantitative investment and derivatives experience at a life insurance
company and pension fund, involving both portfolio management and
systems technology. At TD Quantitative Capital, he oversees the
management of all investment strategies. He received his MBA from
the University of Toronto and has undergraduate degrees in business
and computer science from the University of New Brunswick. As well,
Kevin is a registered commodity trading manager and a CFA. top
Tony Lennie
Tony is director of finance and human resources at Victoria University
where his responsibilities include participating in decisions with
respect to Victoria's pension and endowment funds. Tony is currently
the chair of the Council of Finance Officers for the Universities
of Ontario, program committee. His educational history includes
a bachelor's degree in business management from Ryerson, a master's
degree in education with a specialty in higher education from the
University of Toronto, and a CGA designation. top
Tristram Lett
Tris is director, alternative assets group, RBC Capital Markets.
Previously he was vice-president, absolute return strategies with
YMG Capital Management Inc. Tris is currently is a member of the
Canadian Investment Review's advisory board. He recently
took on the task of co-chair of the education and research committee
for the Alternative Investment Management Associations (AIMA)
Canadian chapter. He has an honours BA in economics from York University
and a master of economics from the London School of Economics in
England. top
Dori Levanoni
Dori is currently the director and currency product strategist at
First Quadrant. He joined the firm in February 1991 as a programming
intern while pursuing his degree in physics at nearby Caltech. In
1995 he left to join the department of anatomy and neurobiology
at Washington University in St. Louis. First Quadrant drew Dori
back in 1996, transitioning back into research in mid-1998 with
his assignment to several currency research issues. He was promoted
to manager of currency research at the end of 1999 and to director
and currency product strategist at the end of 2002. top
James Lewis
James is Canadian Investment Review's associate editor. A
graduate of Ryerson University's print journalism program and the
Canadian Securities Course, James worked for another Rogers Media
publication prior to joining CIR. Before that, he was a senior financial
editor for one of Canada's largest online operations. top
Marcia Lewis-Brown
Marcia had several years of investment management experience in
the areas of research and marketing before joining 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, as managing director, she has overall
responsibility for marketing strategy, business development and
client service. Marcia holds an MBA from the University of Toronto,
two graduate degrees in music and is a CFA. top
Bing Liang
Bing Liang is an associate professor of finance at the Isenberg
School of Management, University of Massachusetts. His areas of
specialization include capital market efficiency, hedge funds, mutual
funds and econometrics. His current projects include "Do Hedge
Funds Have Enough Capital? A Value at Risk Approach" with Anurag
Gupta and Manager Characteristics and Hedge Fund Performance
with Stephen Brown and William Goetzmann. Professor Liang has an
MS in applied statistics and a PhD in finance. top
Khoon-Min Lim
Khoon-Min is an executive director and senior relationship manager
at Morgan Stanley where he is responsible for major U.S. corporate
clients and supranational institutions. He is also the head of Morgan
Stanley Investment Managements Canadian business. He joined
Morgan Stanley in 1995 as vice-president in New York. Previously,
he was a director and the head of acquisition/asset management of
Deutsche Banks U.S. institutional property investment subsidiary
in New York. Khoon-Min holds a BS in physics from Denison University,
an MS in civil engineering from MIT, and an MBA from Harvard Business
School. top
Jim MacDonald
Before coming to Canadian Investment Review, Jim was the
managing editor of Advisor.ca, part of The ADVISOR Group at Rogers
Media. A journalist since 1987, Jim has worked in a variety of editorial
positions including reporter/editor of Global Stratagems, the media
unit of the mutual fund company Global Strategy, as well as reporter/editor
with The Canadian Press-Broadcast News and as wire service editor
with Standard Broadcast News. He is a graduate of the University
of Toronto and has a broadcasting diploma from Centennial College
in Toronto. top
Richard MacDonald
Richard is manager, pension fund administration for Canada Mortgage
and Housing Corporation (CMHC). 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. top
Bill Maclean
Bill is a senior consultant at Aon Consulting in Toronto. His responsibilities
include providing advice to institutional clients with respect to
their investment, endowment and retirement funds. Bill has over
23 years of investment experience including senior management positions
with a variety of high profile firms. He has held senior executive
and portfolio manager positions with Confed Investment Counselling
Limited and IBM Canada. He was also president and CEO of Nikko Securities
of Canada Limited. Bill is a graduate of the University of Western
Ontario. top
David Mather
David is executive vice-president at Integrated Asset Management
Corp and vice-president and director at Integrated Managed Futures.
His previous roles have included managing director at SEI Investments
and Fidelity Group Pensions. David is an associate member of the
National Futures Association and a member of the Managed Funds Association.
He is also treasurer and chair of the investment committee for the
Boys and Girls Clubs of Canada Foundation. David has an honours
BA and MA from the University of Waterloo. top
Gayle McDade
Gayle is manager of debt and investment for the City of Regina where
she is responsible for the investment of the citys assets
as well as of the citys pension plans. The pension plan assets
are approximately $700 million in defined benefit plans. Gayle has
been in this role and employed with the city for the last five years.
Prior to that she worked as an investment manager with Crown Life
Investment Management Inc. in Regina. Gayle has a bachelor of administration
from the University of Regina and is a CFA. top
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. top
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.
top
Tricia Moore
Tricia joined Rogers Media in 2001 as conference manager. Currently
she oversees conferences within the Financial and Healthcare Services
Group. She brings to her position more than 20 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 Queens University. top
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 is a CFA. He is also a founding member of the Canadian
Chapter of the Alternative Investment Management Association. top
Malcolm Mung
Malcolm is the senior analyst at TELUS Corporation, assisting in
the management of its broadly diversified portfolio of investments
for some of the defined benefits plans of the TELUS group of companies.
His responsibilities include private equity investments, asset mix
analysis, manager monitoring, performance and cost analysis. He
has a B.Sc. in mathematics, an MA in economics and holds the CFA
designation. He is also a fellow of the Canadian Securities Institute.
top
Lawrence Newhook
Lawrence is a portfolio manager, alternative strategies with Ontario
Municipal Employees Retirement System (OMERS). He is responsible
for the development and management of the alternative strategies
group that encompasses the funds investments in absolute return
strategies as well as active currency management. Lawrence is currently
chair of the investors committee of the Alternative Investment Management
Association (Canadian chapter). He holds a master of science in
financial economics and is a CFA. top
James Norman
James is a senior product manager/strategist for the Advanced Research
& Quantitative Strategies group at Deutsche Asset Management.
He specializes in structuring portable alpha portfolios to enhance
returns for institutional clients such as pension plan sponsors
and financial institutions. Previously, James served as the head
of the portfolio specialist group. James has an AB in economics
from Vassar College and an MBA with an emphasis in finance and management
consulting from the Stern School of Business at New York University.
top
Carlo Novati
Carlo has been the director of pension fund services for Ontario
Power Generations pension plan since April 2001. He is responsible
for governance, compliance and the management of the plans
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. top
Haly Peper
Haly is vice-president and director of Maple Securities Canada Limited
and was involved in the formation of the fund of funds group and
corresponding products. Previously she held positions with First
Marathon Inc., Rothschild Canada Limited and CIBC Wood Gundy.
Haly has a B.Sc. in honours biochemistry and mathematics from Memorial
University of Newfoundland and a MBA from the University of Western
Ontario. top
Roger Phillips
Roger is vice-president, pension fund, with Hydro One, where he
is responsible for implementation, strategy, and investment policy.
He previously held positions as treasurer, University of Guelph
and CEO of their strategic endowment, and as treasurer, Kraft General
Foods Canada. Immediately prior to joining HOI, he led the investment
function at OPSEU Pension Trust, the tenth largest public pension
fund in Canada. A graduate of York University, he has over 25 years
experience in the management of pension funds. top
Marc Poupart
Marc is director, pension administration at the Hudsons Bay
Company. In this role he oversees pension plan administration of
multiple plans, both DB and DC. His responsibilities include overseeing
pension governance and reporting to the pension committee of the
board of directors and developing communication and education programs
for close to 40,000 members. Marcs other areas of responsibility
include pension and benefit accounting, senior executive benefits
management and taxation advisory. He is a chartered accountant.
top
Johnny Quigley
Johnny is director, investment, at the Fondation Lucie et André
Chagnon. top
Dr. Bill Rentz
Dr. Rentz is an associate professor of finance and business economics
in the School of Management at the University of Ottawa. He is currently
a member of the pension fund investment 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.
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. top
Douglas Robertson
Douglas is general manager, private equity and real estate for the
pension investment division of Canada Post Corporation. His role
is to develop and manage private equity and real estate investments
mandates for the fund. Douglas has 25 years of experience in life
insurance, trust and pension fund industries. He is a member of
the Real Estate Institute of Canada and the Ontario Association
of Professional Land Economics. Douglas is a graduate of McGill
University. top
Luis Seco
Professor Seco is president, CEO and director of Sigma Analysis
and Management Ltd., the first company to be part of the Fields
Institute for Research in Mathematical Sciences at the University
of Toronto. The companys objective is to provide alternative
investments exhibiting low correlations to economic factors. Professor
Seco is also a professor of mathematics at the University of Toronto
and director of RiskLab, a cooperation agreement between the university
and Algorithmics Inc. He has won numerous research awards, including
an Alfred P. Sloan Fellowship. top
Susan Service
Susan manages the administration of the University of Victoria's
three pension plans: a DB, DC and hybrid plan. She is responsible
for ensuring the provision of services to plan members, the plan
sponsor and the board of trustees. She oversees benefit calculations,
monitors manager returns, and prepares compliance reports. Susan
is a professional accountant and belongs to the Canadian Pension
and Benefits Insitute and the Association of Canadian Pension Managers.
Prior to joining the University in 1998, Susan spent 18 years in
a variety of positions with the BC Pension Corporation. top
Joseph Shier
Joseph is managing director of the fund of funds group of Maple
Financial Group Inc. Before Maple, Joseph was managing director
of a private investment company, responsible for portfolio allocations
and investment decisions. Previously, Joseph practised corporate
and securities law at Goodman & Goodman, Toronto. top
Tom Shiu
Tom is the associate portfolio manager, alternative strategies,
at OMERS. The Alternative Strategies Group is responsible for the
management of alternative investments and active currency overlay
programs. Toms prior experience includes three years in OMERS
Fixed Income Group as a quantitative analyst. He holds the CFA designation,
and is also a CA. He has a BA and a M.Acc. from the University of
Waterloo. top
Tracy Smith
Tracy is assistant editor, conferences for the Financial and Healthcare
Services Group, Rogers Publishing. Her responsibilities include
the management of conference materials and development of the conference
web sites. Tracy has an honours BA in history from McMaster University
and a post-graduate diploma in journalism new media from Sheridan
College. top
Ross Steeves
Ross is currently the director, investments with IWA Forest
Industry Pension and Long-term Disability Plans, a position he has
held for the past nine years. He is responsible for developing and
implementing the investment policies and strategies for these plans,
including the selection and monitoring of investment managers. Ross
has a degree in math from Mount Allison University and a masters
degree in economics from the University of Western Ontario. top
Charles Stucke
Charles is a vice-president of Morgan Stanley AIP and its U.S. portfolio
specialist. Prior to joining Morgan Stanley AIP, he worked in New
York and Berlin as a foreign direct investment consultant for the
German federal government and the new German states (the former
East German states). Prior to that, Charles worked as an investment
banker for A.G. Edwards & Sons Private Placements Group.
He has an AB, an MBA, a masters in international affairs and
is a chartered financial analyst charter holder. top
Terri Troy
Terri is director of pension and strategic investments for the Royal
Bank of Canadas 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. Terri is a member of PIAC's
investment practices committee and sits on the advisory board for
Canadian Investment Review. top
Tom Ulrich
Tom is president and chief executive officer of the Teachers' Retirement
Allowances Fund (TRAF) of Manitoba. In this role he is 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. Tom currently serves on the board of
directors of Greystone Capital Management Inc. and the Association
of Canadian Pension Management. He is also a member of the Pension
Investment Association of Canada. top
Gerry Wahl
Gerry is currently assistant treasurer at Teck Cominco Limited.
His responsibilities include reclamation funding and overseeing
the financial and governance aspects of the company pension, RRSP
and RCAs. With a background in taxation, accounting and management,
Gerrys previous positions have included director for the East
Kootenay Chamber of Mines, controller for the historic Sullivan
Mine in Kimberley B.C., auditor for Shell Canada and tax auditor
for CCRA. He has a bachelor of commerce, an MBA and the CMA designation.
top
Damon Williams
Damon is a vice-president in Aon Consultings investment consulting
practice in Vancouver. He is also chair of Aons Canadian investment
consulting practice council. He specializes in investment policy
issues including governance, asset mix, investment manager structure,
investment manager review and selection, and performance monitoring.
Damon is a fellow of the Society of Actuaries and a Fellow of the
Canadian Institute of Actuaries. He has a bachelor of mathematics
in actuarial science and is a CFA. top
Paul Williams
Paul is vice-president, Healthcare and Financial Services Group,
Rogers Publishing. He joined Maclean Hunter Publishing in 1989 as
editor of Benefits Canada. He is a former editor of the Canadian
Investment Review. In 1995 he was appointed publisher of Benefits
Canada. He now heads the financial media group, which includes
Benefits Canada, Canadian Investment Review, Avantages,
Advisor's Edge, Objectif Conseiller, Advisor.ca, and
Advisor Forum as well as the Canadian Pension Fund and Money Purchase
Plan directories. top
Peter Wright
Peter has worked in the investment industry for over 18 years in
both Canada and Europe. Since April 2000, he has been representing
both traditional and alternative investment management products
to the Canadian pension fund marketplace. He joined YMG Capital
Management in September 2003 as the director of sales. He also works
on a part-time basis for the Canadian Securities Institute (CSI)
teaching both the Derivatives Fundamental Course and the Canadian
Securities Course. Peter has an honours BA in economics, a MBA,
and is a CAIA. top
|