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John Akkerman
John is a senior vice-president at AllianceBernstein. In this role
he is responsible for business development and client servicing
activities in Canada. Prior to this, John held various senior positions
at T.A.L. Investment Council, Sun Life and the Bank of Montreal.
He has a degree in finance from Saint Mary’s University and
an MBA from the University of Western Ontario. He is a chartered
financial analyst and a member of the Toronto Society of Financial
Analysts. Back to top
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Robert Baillie
Robert is regional vice-president and Canadian head of sales and
relationship management for RBC Global Services, Institutional &
Investor Services (IIS). He is responsible for the growth and development
of custody and related services, as well as the relationship management
of the company's strategic clients throughout Canada. Before taking
on his current role, Robert was responsible for the Ontario region.
Prior to joining RBC Global Services in 1994, he held various senior
positions in sales and sales management. Robert holds a BA from
the University of Western Ontario. Back to top
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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). Back
to top
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Ken Bancroft
Ken is director of investments for the Alberta Teachers' Retirement
Fund Board. He implemented the fund's investment structure with
internal and external specialist managers for Canadian, U.S. and
EAFE equity mandates, plus a Canadian fixed income mandate. Previously,
Ken worked at the Great-West Life Assurance Company where he provided
investment counsel to pension clients and served on the executive
of the Winnipeg Society of Financial Analysts. He currently serves
on the investment committee at the University of Alberta and is
a director of the Pension Investment Association of Canada. Back
to top
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Mary Bange
Mary is an assistant professor of finance at the University of South
Carolina’s Moore School of Business. She has been on the faculty
since 1999. She previously taught at Michigan State University and
the University of Oregon. Mary’s articles have been published
in the Journal of Financial and Quantitative Analysis, Journal
of Corporate Finance, Applied Economics and Quarterly
Journal of Business and Economics. Her current research interests
include investor behaviour, earnings management and corporate governance.
Mary has a PhD from the University of Wisconsin at Madison. Back
to top
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Robert Boston
Robert is a director of Benchmark, a division of the Institutional
and Investor Services division of RBC Global Services. Prior to
joining RBC Financial Group in 1994, he was director, business development
in Frank Russell’s Investment Analytical Services division.
Robert is a chartered financial analyst, a member of the Association
of Investment Management and Research and the Toronto Society of
Financial Analysts. Robert is a frequent conference speaker and
has written articles on pension finance for Canadian Investment
Review and Benefits Canada. Back to top
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Arturo Bris
Professor Bris holds the Robert B. and Candice J. Haas assistant
professorship in corporate finance at Yale School of Management.
His research focuses on international finance and financial regulation.
He has done research on the effects of exchange rate regimes on
firms’ capital structure, as well as on issues regarding the
regulation of financial markets. In particular, he has explored
the efficacy of insider trading laws, and the optimal design of
bankruptcy laws. He has also analyzed empirically the impact of
short sales restrictions on the efficiency of markets around the
world. Professor Bris has been published in a number of journals
including the Journal of Corporate Finance and the Journal
of Financial Economics. Back to top
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Andrew Campbell
Andrew is chief executive officer of Nunavut Trust, and a board
member and treasurer of Tradex Management Inc. and the Tradex Equity
Fund. Previously, he was the manager of Canada Mortgage and Housing
Corporation (CMHC) Pension Fund and held various senior planning
and financial positions at CMHC. He has an MBA from the Richard
Ivey School of Business at the University of Western Ontario, where
he specialized in finance and institutional investment management.
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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. Back to top
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Chris Caswell
Chris has been responsible for administering the $1.2 billion VIA
Rail Canada pension fund since 1991. As director, investment and
risk management, his other responsibilities include investment of
the corporation's financial assets and directing corporate risk
management activities. He also serves as the external member of
the investment committee of another large Canadian pension fund.
Chris is a CFA charterholder. Back to top
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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 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. Back to top
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Bill Chinery
Bill is responsible for business development and client relationship
activities for Canada at Barclays Global Investors (BGI). Prior
to joining BGI, Bill spent six years with a quantitative management
firm where he was involved in product development and portfolio
management of various strategies. Prior to this role, he was the
national practice leader and worldwide partner with the Mercer Investment
Consulting practise. Professionally, Bill is a fellow of the Canadian
Institute of Actuaries and fellow of the Society of Actuaries and
also is a frequent speaker and author on various pension benefit
and investment issues. He holds an honours B.Math in actuarial science
from the University of Waterloo. Back to top
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John Chisholm
John is executive vice-president and co-chief investment officer
at Acadian Asset Management. Along with his key portfolio management
role, he is responsible for the firm's quantitative valuation techniques,
statistical models, and related areas. John has been extensively
involved not only in the management of global equities for Acadian
client portfolios, but also in the development and refinement of
Acadian's stock, industry, and country selection models. He is a
graduate of the Sloan School of Management at the Massachusetts
Institute of Technology, and he holds the chartered financial analyst
designation. Back to top
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Bruce Clarke
Bruce is managing partner and president at Arrowstreet Capital where
he is responsible for managing the firm’s business affairs
as well as developing and implementing Arrowstreet’s business
plan. He also holds a seat on the investment committee. Previously,
from 1994 to 1999, Bruce was the president and CEO of PanAgora Asset
Management. He has a bachelor of commerce from the University of
British Columbia, an MBA from the London Business School and is
a CFA. Back to top
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John Clarke
John is the treasurer at Syncrude Canada Ltd., a position he has
held since 1995. With the company since 1983, he has also held the
roles of manager, treasury services and manager, information management.
John is currently one of two western representatives on the Canadian
Institute of Chartered Accountants board of directors. He has also
been actively involved with the Institute of Internal Auditors.
John has an MBA from the University of Alberta and is a chartered
accountant. Back to top
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Chris Cockburn
Chris is an assistant vice-president of Capital Guardian (Canada),
Inc. with client relations and marketing responsibilities. Prior
to joining the company in 2001, he spent five and a half years as
managing director for Russell/Mellon products and services in Canada,
where he was responsible for relationship management, business development
and operations. Before that, he spent two and a half years with
State Street Trust Company Canada, where he was as a manager of
institutional fund accounting and an officer in the foreign exchange
department. Chris earned his BBA (honours) from Wilfrid Laurier
University and he holds the chartered financial analyst designation.
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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 Acadian Asset 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. He is a graduate of the University
of Western Ontario and has numerous industry designations. Back
to top
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Jean-François Courville
Jean-François is managing director of State Street Global
Markets and principal officer at State Street Bank and Trust Company
- Canada Branch. He is also a managing director of State Street
Associates. He is responsible for the financial intermediation and
e-finance activities in Canada, including foreign exchange trading
and sales, money-market trading, balance sheet management, as well
as currency advisory and the Global Link e-finance activities. Before
joining State Street in 1996, he was a money market, currency and
currency derivative trader, and currency strategist with a major
Canadian bank in Montreal and England. Jean-François holds
a bachelor of commerce in finance and international business from
McGill University and has a CFA designation. Back
to top
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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. Back
to top
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Robert Daigneault
Robert is a director with the institutional client services team
of CDP Capital - World Markets. In this role, he is responsible
for relationship management in eastern Canada and the United States.
Prior to joining CDP Capital in 2001, he was with Computershare
Trust Company (previously Montreal Trust) as assistant vice-president
responsible for client relationships. Over the last 10 years, he
has worked with a diverse institutional client base in areas such
as custody services, DC plan administration, shareholder services
and employee stock purchase and stock option plans. Robert holds
a B.Sc. in mathematics from the University of Montreal. He is a
member of the Canadian Pension and Benefits Institute. Back
to top
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William K. Daley
Bill is a senior vice-president of Lazard Asset Management, LLC
and is based in the firm's main office in New York. He is responsible
for Lazard's institutional clients in Canada, South Africa and for
select clients in the United States. He has over 20 years of experience
in the investment business. Bill received a BSFS from Georgetown
University's School of Foreign Service, an MBA from New York University's
Graduate School of Business Administration and he is a CFA. Back
to top
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James Donald
James is a senior vice-president of Lazard Asset Management LLC
and head of Lazard's emerging markets equity portfolio team. He
is based in New York. Prior to joining Lazard in 1996, James was
a member of Mercury Asset Management's emerging market equity team
from 1992 to 1996, and international equity team from 1985 to 1992.
James has an HBA from the University of Western Ontario and is a
CFA. He is fluent in French and Spanish. Back to
top
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Mark Doyle
Mark is responsible for business development and client service
at Barclays Global Investors Canada Limited. He began working in
the investment industry in 1985. Prior to joining BGI in early 2000,
Mark worked for a large Canadian investment management firm, specializing
in indexed and quantitative investment management services, where
he was responsible for marketing and client service for institutional
investors. Mark has a BA in economics from the University of Western
Ontario and an MBA from the University of Toronto. He is a member
of AIMR and holds the CFA designation. Back to top
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Chris Draper
Chris joined the CPP Investment Board in January 2001. His responsibilities
include conducting research to support the development of investment
policies, value-added strategies and risk management. Prior to joining
the CPP Investment Board, Chris spent four years at Frank Russell
Canada where he was a senior research analyst in the consulting
department. He was responsible for conducting asset liability analysis,
creating quantitative investment tools and assisting in the development
of investment policies for large pension funds. Chris is a fellow
of the Society of Actuaries and is a CFA charter holder. He received
a bachelor of arts in economics from the University of Toronto.
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Pierre Drolet
Pierre is currently coordinator of pension fund investments for
Domtar Inc., a portfolio of approximately $800 million. Prior to
this assignment, he was managing the bond portfolio for the pension
fund. Before joining Domtar in 1996, Pierre worked for STCUM (Montréal
Transit Corporation) and for the Caisse de Dépôt et
Placement du Québec where he participated in the development
and implementation of Value at Risk models and worked as an analyst
in the fixed income department. Pierre has a master of finance from
École des Hautes Études Commerciales in Montréal.
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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 he is a CFA. Back
to top
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Marija Finney
Marija is vice-president, client relationships for CDP Capital -
World Markets 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
in 2002, she was vice-president, institutional marketing at FranklinTempleton
Institutional and a senior client service officer at Barclays Global
Investors Canada Limited. With over 17 years of 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. Back to top
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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. Back to top
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Paul Flanagan
Paul is portfolio manager, fixed income for the Workers' Compensation
Board of British Columbia. He is responsible for the day to day
management of the Board's various bond portfolios. Prior to joining
the Board, Paul was a vice-president with Merrill Lynch Canada and
Scotia Capital Markets where he worked in Toronto, Tokyo and London
before settling in Vancouver. Paul holds a bachelor of arts
degree from the University of Western Ontario and a M.Sc. in management
from Boston University. Back to top
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Ken Froot
Professor Froot is the André R. Jakurski professor of business
administration at Harvard University's Graduate School of Business.
He teaches courses in capital markets, international finance, and
risk management. He has taught executive education programs at MIT,
Harvard, Princeton, Dartmouth, in addition to his regular teaching
of MBAs and PhDs. Professor Froot’s research covers a range
of topics in finance and international economics. He is editor of
the Journal of International Financial Management and Accounting
and associate editor of the Journal of International Economics.
He is a member of the American Finance Association and the American
Economics Association. Professor Froot received his BA from Stanford
University and his PhD from the University of California at Berkeley.
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Bruce Grantier
Bruce is vice-president, pension assets at Scotiabank. In this role,
he is responsible for supporting the management of the asset side
of Scotiabank's pension funds. Bruce has a BASc from the University
of Toronto, an MBA from York University and is a CFA charterholder.
He is a member of the Pension Investment Advisory Committee of the
Financial Services Commission of Ontario, the Pension Investment
Association of Canada's Investment Practices Committee and a trustee
of the Havergal College Foundation. He is also a member of the board
and investment committee of the Wellesley Central Health Corporation.
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Paul Grisé
Paul is senior vice-president, investment management and chief investment
officer of the Hospitals of Ontario Pension Plan (HOOPP). Prior
to this appointment, Paul worked as HOOPP's vice-president, investment
strategy. He joined HOOPP in 1999 with more than 30 years of investment
experience in the insurance, trust and investment management industries.
Paul is a member of the Toronto Society of Financial Analysts, the
Association for Investment Management and Research, and is on the
board of the Pension Investment Association of Canada. Back
to top
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Emilian Groch
Emilian joined the Alberta Teachers’ Retirement Fund Board
(ATRF) in 1994 as executive director and is responsible for the
operation and management of ATRF. ATRF provides retirement benefits,
information services and asset management for 62,000 Alberta teachers,
inactive teachers and pensioners. He is a member of The City of
Edmonton Investment Committee, the government relations committee
of the Pension Investment Association of Canada and an initial director
of the Canadian Coalition for Good Governance. He has an honours
B.Sc. (applied mathematics in statistics) and a certificate of employee
benefits administration from the University of Alberta. Back
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Jeffrey Grossman
Jeff is senior vice-president of equity trading for State Street
Global Markets, LLC. He is responsible for coordinating the business
development and sales efforts for SSB. He formerly held a similar
position at Securities Lending where he was responsible for marketing
the securities lending product to State Street’s Global Custody
clients as well as prospective new clients. Jeff joined State Street
in 1995 after three years at Fidelity Investments where he was senior
vice-president responsible for sales of electronic trading and institutional
clearing. Jeff received a bachelor’s degree in liberal Arts
from Colgate University and an MBA from Pace University. Back
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Dr. Stanley Hamilton
Stan is the Philip H. White professor of urban land economics, and
senior associate dean, faculty of commerce and business administration,
University of British Columbia. He has had extensive teaching and
research experience in the area of real estate analysis and valuation.
His current research interests include the role of real estate in
portfolios and pension governance and administration. Stan is presently
the director of the Bureau of Asset Management at UBC and the chair
of the board of trustees of the UBC Faculty Pension Plan. He is
also a trustee of CREIT, a real estate investment trust. Stan is
the author of several books, monographs and articles. Back
to top
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Rob Heinkel
Rob is the PMF alumni professor of finance at the University of
British Columbia. He is the faculty supervisor for the UBC Portfolio
Management Foundation and oversees investments for the UBC Faculty
Pension Plan, the Healthcare Benefit Trust and the Clayoquot Biosphere
Trust. Rob is a past-director of the UBC Bureau of Asset Management
and currently sits on advisory boards for the B.C. Securities Commission
and the B.C. Provincial Treasury. Rob received his PhD in finance
from UC Berkeley in 1979 and his research interests span investment
management and corporate finance. Back to top
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Grace Huang
Grace is an analyst and portfolio manager with the corporate bonds
team of CDP Capital World Markets. Based in the Montreal office,
she is responsible for the team’s investment activities in
Asian corporate bonds. Prior to joining CDP Capital in 2001, Grace
was an assistant manager with Credit Agricole in China, where she
supervised the credit function of the bank’s corporate banking
activities in southern China. Before that, she was an investment
analyst with the Bank of China. Grace holds a bachelor of economics
(in international finance) from Fudan University in Shanghai, a
master of business administration from the Richard Ivey School of
Business, University of Western Ontario and is a CFA charterholder.
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Peter 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 and implementation
of OMERS Alternative Strategies program. 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. 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. Back to top
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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. Back to top
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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). Back to top
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Nancy Kyle
Nancy is a senior vice-president, director and a member of the executive
committee of Capital Guardian Trust Company (CGTC). She is also
president and a director of Capital Guardian (Canada), Inc. and
a senior vice-president of Capital International Inc.'s Emerging
Markets Growth Fund. Nancy is an international equity and emerging
markets portfolio manager and as chair of the CGTC international
subcommittee she helps coordinate the asset allocation process for
global balanced and multi-product services. Prior to joining the
company in 1991, Nancy was a managing director at J.P. Morgan Investment
Management Inc. She has a BA in political science from Connecticut
College and did graduate work in international political science
at the London School of Economics. Back to top
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Jim MacDonald
Before coming to Canadian Investment Review, Jim was the
managing editor of Advisor.ca, part of The ADVISOR Group at Rogers
Media. Jim joined Rogers in November 2000. 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. Back
to top
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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. Back to top
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John Mackinnon
John is currently the director, pension investment finance and administration
with the new Canada Post Pension Fund. Since 1985 he has also worked
in Ottawa as CFO for the Civil Service Co-Operative Credit Society
and director of corporate finance in the treasury of Canada Post.
Previously, John had worked in treasury and corporate finance at
Imperial Oil and corporate and government banking at the Bank of
Montreal. John is the founding president of TMAC and is a member
of FEI and the Pension Investment Association of Canada. Back
to top
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Jacques Marleau
Jacques is director, financing, treasury and pension funds for the
City of Montreal and president of the board of trustees for the
city’s pension funds. Previously, he served at the Finance
Department of the City of Montreal where he was responsible for
budget and planning. Jacques has also worked as an economist for
the Quebec government and the Bank of Canada. Back
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Giulio Martini
Giulio joined Bernstein in 1985 as a senior economist concentrating
on U.S. research. He assumed his current role of senior portfolio
manager and international economist in 1992. He is involved with
a number of Bernstein’s investment policy groups including,
global, global balanced, international and emerging markets, Canadian
fixed income, and European and U.K. equity. Prior to joining Bernstein,
he conducted economic research for the Institute for Employment
Policy at Boston University, where he was also a lecturer in economics.
Giulio earned a BA from the University of Colorado in 1977 and an
MAPE from Boston University in 1985. He has completed all course
and examination requirements for the PhD program. Back
to top
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Hayes Miller
Hayes is a member of both the global equity group and the strategic
policy group, and the head of the North American investment management
team at Baring Asset Management. In this role, he has developed
country screening models for the company’s global and EAFE
equity products. Hayes joined Baring Asset Management in 1994 as
a portfolio manager with responsibility for global equities. In
1997 he was appointed a member of the North American investment
management team and became the head of the team in 2001. Hayes has
a BA in economics and political science from Vanderbilt University,
and received his CFA designation in 1989. Back to
top
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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. Back to
top
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Sandra Nuttall
Sandra is senior vice-president of AllianceBernstein where she is
responsible for marketing and client servicing of the company’s
clients in Canada. Prior to joining Alliance in 1996, Sandra was
a senior consultant in the asset-consulting group of Towers Perrin
where she worked with clients on a variety of issues, including
the development of investment policy, manager structure, and governance
issues. Back to top
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Randall J.P. O'Leary
Randall joined Baring Asset Management in 1998 where he is currently
senior vice-president and managing director, Canada. Prior to joining
Baring Asset Management, he was director of marketing for Seamark
Asset Management. He also managed a number of specialty functions
such as performance measurement and portfolio analytics at Royal
Trust. Randall received his B.Comm. finance and honours BA in economics
from St. Mary's University in Halifax and recently completed graduate
studies in international finance and business with the Edinburgh
Business School in Scotland. Back to top
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Paul Owens
Paul is plan manager and chief executive officer for the Colleges
of Applied Arts and Technology (CAAT) Pension Plan. Prior to joining
the CAAT Pension Plan in 1995, he spent 13 years at The Bank of
Nova Scotia where, as director of pensions, he was responsible for
the design and administration of the bank’s worldwide pension
programs. Paul has made presentations, written articles, and taught
extensively in the areas of pensions and benefit design, administration
and governance. He has an MBA from Queen’s University. Back
to top
Tim Pardee
Tim is regional vice-president for Western Canada at RBC Global
Services, Institutional and Investor Services. In this role he is
responsible for sales and relationship management for RBC Global
Services' Western Canadian operations in Calgary and Vancouver.
He has 15 years of experience within the pension industry, in a
variety of progressive leadership positions. He has obtained a number
of certificates of achievement in the trust and investment industries
and holds an MBA from the University of Western Ontario. Back
to top
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Jai Parihar
Jai is currently acting chief investment officer at Alberta Revenue
where he is responsible for $39 billion in assets and reports to
the deputy minister of Alberta Revenue. In 28 years with the province
of Alberta, Jai has held a number of positions within the Investment
Management Division, including director of structured investments.
His previous responsibilities have included portfolio analysis and
research, investment products, debt programs and bond trading operations.
Jai has a master of science, an MBA and holds the CFA designation.
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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. Back to top
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Dennis Perry
Dennis is president of Connor, Clark & Lunn Arrowstreet Capital
Ltd., where he is responsible for implementing the company's business
plan in Canada. From 1989 to 2001, Dennis was a partner in The CC&L
Financial Services Group. He has been in the investment industry
since 1970, working in Toronto, New York and Vancouver. Dennis is
a fellow of the Canadian Securities Institute and a graduate of
the University of British Columbia. Back to top
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Tom Phelps
In 2002, after 32 years, Tom moved from Noranda Inc. to become chief
economist at Brascan Financial Corporation. He continues to advise
Noranda in the investment management of its $1 billion Canadian
pension plans. Before assuming his pension responsibilities in 1990
he was involved with a wide range of treasury and corporate finance
functions. Back to top
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Peter Rathjens
Peter is managing partner and CIO at Arrowstreet Capital where he
has overall responsiblity for Arrowstreet's investment products
and chairs the firm's investment committee. Previously, he was the
chief investment officer and director of global investments at PanAgora
Asset Management. Peter has also held academic positions at Princeton
University and Brandeis University. His has been published in the
Journal of Forecasting and the Review of Economics and
Statistics. Peter received a PhD and MA in economics from Princeton
University and a BA in economics and mathematics from Oberlin College.
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Graham Rennie
Graham is president and managing partner of Integra Capital Management,
a firm he founded in 1987. He is active in client account management
and responsible for the strategic direction of the firm. He is a
graduate of the University of Western Ontario and holds an MBA from
McMaster University. Back to top
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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. 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. Back to top
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Dr. Bruce Resnick
Dr. Resnick is the Joseph M. Bryan Jr. professor of banking and
finance at the Babcock Graduate School of Management at Wake Forest
University. Previously, he taught at Indiana University, the University
of Minnesota, and California State University. He has also served
as a visiting professor at the Helsinki School of Economics and
Business Administration in Finland. Dr. Resnick teaches MBA courses
in the areas of investments, portfolio management, and international
financial management. His research interests include market efficiency
studies of options and financial futures markets and empirical tests
of asset pricing models. Dr. Resnick has a DBA in finance from Indiana
University, an MBA from the University of Colorado and a BBA from
Wisconsin State University. Back to top
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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. Back to top
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Michelle Savoy
Michelle is a senior vice-president of Capital Guardian (Canada),
Inc. with client relations and marketing responsibilities. Prior
to joining the company in 1998, she spent a brief period as an executive
search consultant with Spencer Stuart & Associates, Inc. Prior
to that, she spent 11 years at CIBC Wood Gundy Securities Inc. in
a variety of institutional client relationship roles, most recently
as managing director and global head of sales. Michelle earned a
BBA in finance and marketing from the University of Ottawa. She
is a member of the Toronto Society of Financial Analysts and is
based in Toronto. Back to top
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Rajiv Silgardo
Rajiv is head of portfolio management and trading for Barclays Global
Investors Canada Limited. In addition, he is the chairman of the
investment committee overseeing the management of all Canadian investment
strategies. Rajiv is registered with the Ontario Securities Commission
as a senior investment counsel/portfolio manager and as a commodity
trading manager. He is also a member of the TSE Trading Policy Committee.
Rajiv has over 19 years of experience in investment management,
specifically with regard to the management of indexed or otherwise
structured equity and fixed income portfolios. He has a bachelor
and a master of commerce from Delhi University, a MBA from the University
of North Carolina at Chapel Hill and he has received his CFA designation.
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John Sinclair
John is a senior vice-president and the chief investment officer
of the New Brunswick Investment Management Corporation. He is responsible
for the overall direction and coordination of the investment activity
at the firm. Most recently, John acted as vice-president of research
and private equity. Prior to joining the corporation in 2000, he
had worked in a number of corporate and structured finance positions
with a well-known global investment bank. John holds both a B.Sc.
and M.Sc. in civil engineering from the University of New Brunswick,
and a master of business administration with distinction from the
Richard Ivey School of Business at the University of Western Ontario.
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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 in history from McMaster University and
a post-graduate diploma in journalism new media from Sheridan College.
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Mary Spurr
Mary is manager, external managers, equities, with British Columbia
Investment Management Corporation (bcIMC). She joined bcIMC in 1995
and manages a portfolio of external managers encompassing Canadian,
U.S., and international equity mandates. Previously, she was a senior
investment analyst at CMHC Pension Fund, involved in both Canadian
and international equity portfolio management. Mary holds an honours
BA, economics and commerce from Simon Fraser University and an MA
in economics from the University of Western Ontario. Back
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Cindy Taylar
Cindy is manager of pension assets for Emera Inc. where she oversees
the management of two Canadian and one U.S. pension fund totalling
approximately $470 million. She holds a bachelor of commerce with
a major in accounting and is a chartered accountant. Back
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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. Back to top
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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 the Pension Investment Association of Canada.
Tom has bachelor and master of education degrees. Back
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Don Walcot
Don is chief investment officer of Bimcor Inc., a subsidiary of
BCE Inc. He is a graduate of McGill University and has a master's
degree in business administration from the University of Western
Ontario. Back to top
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Blake Walker
Blake is the director, pension investments with the Local Authorities
Pension Plan (LAPP) in Edmonton. He manages asset mix policy, manager
structure and provides ongoing support to the board of trustees
on investment issues. He is formerly the vice-president and treasurer
of the Farm Credit Corporation in Regina and director, investments
and liability management with Saskatchewan Finance. Blake holds
the CMA and CFA designations and is currently a director of the
Edmonton Society of Financial Analysts. Back to top
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