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Quick reference: Click on any of the following attendee names to read the corresponding bio.

Doug Andrews Pierre Luc Gariepy Kevin LeBlanc Mike Moes Douglas Robertson
Roland Austrup Brian Gibbings Tony Lennie Geoffrey Moore Luis Seco
Jerome Baesel Bruce Grantier Tristram Lett Tricia Moore Susan Service
Michael Butera Janet Greenwood Dori Levanoni Clive Morgan Joseph Shier
Julie Cays John Hagan James Lewis Malcolm Mung Tom Shiu
Dominic Clermont Paul Halpern Marcia Lewis-Brown Lawrence Newhook Tracy Smith
André Collin Wally Hassenrueck Bing Liang James Norman Ross Steeves
Michael Doran Tom Higgins Khoon-Min Lim Carlo Novati Charles Stucke
Philip Falls Eric Innes Jim MacDonald Haly Peper Terri Troy
David Finstad Michael Jawor Richard MacDonald Roger Phillips Tom Ulrich
Stephen Foerster Larry Johnson Bill Maclean Marc Poupart Gerry Wahl
Bill Forbes Steven Kaplan David Mather Johnny Quigley Damon Williams
Dan Foster Victor Koloshuk Gayle McDade Dr. Bill Rentz Paul Williams
        Peter Wright

 

Doug Andrews
Doug is a vice-president in the Toronto branch of Aon Consulting. He is a member of the firm’s 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 Canada’s 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 company’s 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 Corporation’s 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 YMG’s asset allocation and the firm’s 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 Chicago’s 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 bachelor’s 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 Association’s (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 Management’s 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 Bank’s 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 city’s assets as well as of the city’s 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 Queen’s 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 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. 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 Hudson’s 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. Marc’s 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 company’s 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. Tom’s 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 master’s 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 master’s 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 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. 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, Gerry’s 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 Consulting’s investment consulting practice in Vancouver. He is also chair of Aon’s 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