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Quick reference: Click on any of the following
attendee names to read the corresponding bio.
›Rick Abbott
Rick oversees management of the Civic Employees Pension Plan, the Winnipeg
Police Pension Plan and other assets exceeding $3.9 billion. He achieved
his CFA designation in 1981 and is currently chairman of the Pension
Investment Association of Canada. top
›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. top
›Robert Baillie
Robert is 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 company’s Ontario region. Prior to joining RBC
Global Services in 1994, he held various senior positions in sales and
sales management. Robert is a graduate of the University of Western Ontario. top
›Helen Bain
As vice-president, pension investments, Helen directs the management and
deployment of assets for Air Canada's four pension funds. Her
responsibilities include the identification and selection of assets,
markets, management style, and investment managers to use in the design of
specialized manager structures. She also participates in the development of
the fund's tactical asset mix policy, directs the compliance monitoring
process and serves as a company-appointed trustee of the Air Canada U.K.
Pension Plan. top
›Dexton Blackstock
Dexton is vice-president and director of State Street Global Markets Canada Inc. In addition to his responsibilities for the marketing and sales of transition management services to both fund sponsors and investment consultants, he is also involved in investment portfolio analysis and management of the brokerage's daily trading activities. Prior to joining State Street, Dexton was part of the institutional fixed income sales and trading team at a major broker/dealer; before that, he managed the fixed income department at CT Securities' discount brokerage. Dexton holds a bachelor of commerce degree from the University of Calgary and is a CFA. top
›Giselle Branget
Giselle joined Ontario Power Generation (OPG) as vice-president and
treasurer in March 2000. She is responsible for OPG's
treasury operations, investor relations, insurance, the OPG Pension Fund
and OPG's nuclear waste and decommissioning
funds. Since 1997, Giselle has held various positions with Owens Corning
including chief financial officer of Integrex (an
Owens Corning subsidiary) and vice-president, corporate development and
strategic planning. Prior to that, she spent seven years as treasurer of
John Labatt Limited. Giselle is a chartered
accountant and a chartered financial analyst. top
›Nick Bratt
Nick is a director with Lazard Asset Management, working on the firm's global thematic product. He began working in the investment field in 1973; prior to joining Lazard in 2003, he held various roles at Scudder including head of international portfolio management, head of the global equity group, and global chief investment officer. More recently, he was director of global products at Deustche. Nick attended Columbia University on a Fulbright scholarship, and holds a BA in economics from St. John's College of Oxford University. He is director of the Korean Society, advisory director of Maison Francaise, is fluent in French and reads German.
top
›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. top
›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. top
›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.
top
›Julie Cays
Julie has been director, external managers at HOOPP since September 2001.
Before that she worked at CIBC in various 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 the corporate governance committee, is
chair of the Girl Guides of Canada's portfolio review committee and is a
member of the investment advisory committee for the Salvation Army. top
›Felix Chee
Felix is president and CEO of University of Toronto Asset Management
Corporation. He was previously vice-president of business affairs at the University of Toronto.
Prior to joining the University of Toronto
he held the positions of executive vice-president and chief investment
officer at Manulife Financial and senior
vice-president, corporate finance at Ontario Hydro Corporation. He has
acted as director for the Manulife Bank of Canada
and as a member of the board of governors for York University.
Felix has an honours bachelor of technology, a
masters of science and an MBA. top
›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. Prior to this role, he was the
national practice leader and worldwide partner with the Mercer Investment
Consulting practice. Professionally, Bill is a fellow of the Canadian
Institute of Actuaries and fellow of the Society of Actuaries. He holds an honours B.Math in actuarial
science from the University of Waterloo.
top
›John
R. Chisholm
John
R. Chisholm is co-chief investment officer of Acadian Asset Management. In
addition to actively managing Acadian portfolios, John is responsible for
developing quantitative techniques to value markets and securities, and
sets the direction for Acadian's investment process. He sits on the firm's
four-member executive committee, responsible for the overall management of
Acadian. top
›John Clarke
John is the treasurer and assistant comptroller at Syncrude
Canada Ltd. 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. top
›Chris Cockburn
P. Chris Cockburn is vice-president and relationship manager for Capital
Guardian (Canada),
Inc. with client relations and marketing responsibilities. Prior to joining
the organization 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 started as a manager of institutional fund accounting and later
served as an officer in the foreign exchange department. Mr. Cockburn
earned his BBA (honours) from Wilfrid Laurier University
and he holds the CFA designation. He is based in Toronto.
top
›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 Analytic Investors. With over 27 years experience in the
financial services industry, Jamie was previously managing director and
global head of fixed income sales and marketing for Scotia Capital Markets.
He is a graduate of the University of Western Ontario
and has numerous industry designations. top
›Steve Cotsman
Steve has held the position of managing director/CEO, CBC Pension Plan
since 1995. The CBC Pension Plan is a defined benefit plan with $3.5
billion in assets. Prior to managing the pension plan, he was
vice-president, finance and administration (CFO) of the CBC for nine years.
Previous employment has included seven years at the Federal Department of
Indian Affairs and Northern Development and five years at Public Works
Canada. Steve has a BA in economics and an MBA in finance, both from the University of British Columbia.
top
›Jean-François Courville
Jean-François is managing director and principal officer of State Street
Global Markets and State Street Bank and Trust Company - Canada
branch. He is responsible for the financial trading and e-finance
activities in Canada, including equity, fixed-income and foreign exchange
trading and sales, transition management, money market trading, balance
sheet management, as well as currency advisory and management services and
the Global Link e-finance activities. Jean-François serves as a member of
the Bank of Canada’s Foreign Exchange Committee. He holds a bachelor
of commerce in finance and international business from McGill University
and is a CFA. top
›William
Daley
Bill is a Director 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 has received the CFA charter. top
›Philip Falls
Philip is assistant director, investments for the IWA – Forest
Industry Pension Plan and 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
›John A. Formusa
John joined Hydro One in 1999 to manage the transition from the former
Ontario Hydro Pension Plan to the Hydro One Pension Plan and Fund. He was
appointed director of pension operations in June 2000. John has a law
degree from Osgoode Hall Law School
and is a graduate of the University of Toronto.
In his career, John has served as general counsel for Menkes
Developments Inc. and senior counsel for Metropolitan Life Insurance
Company of Canada.
Before joining Hydro One, John was the manager of the Metropolitan Realty
Fund (now the Clarica Life Realty Fund), an
open-ended unitized pooled real estate investment fund for Canadian pension
plans.top
›Fred Francis
Fred is vice-president, securities finance and global products for RBC
Global Services. He is responsible for the strategic direction, growth and
profitability of asset optimization products, which include hedge fund
services, tri-party repurchase, and securities lending and borrowing in 27
markets around the world. In addition to asset optimization, he is
responsible for RBC Global Services' suite of investment analytics and
trade management services for institutional investors. He is also the
global head of treasury products. Fred holds degrees from Concordia and
McGill universities, and a CA designation from the Canadian Institute of
Chartered Accountants. top
›Lindsey Fuller
Lindsey is the chief investment officer at the Manitoba Superannuation Fund
where he manages a team of nine in-house investment professionals managing
over 80% of fund assets. He has held this role since 1984. Lindsey is a
director at the Siam Recovery Fund and director of PIAC. He is a graduate
of University of Manitoba
and is a CFA. top
›Diane Fulton
Diane is the executive director, investments for the UBC Faculty Pension
Plan, where she is responsible for the investment of $900 million in assets
with 12 different external investment managers. She is a member of the
investment committee of Insurance Corporation of B.C. (ICBC) and
secretary-treasurer and member of the board of directors of PIAC. Diane has
a B.Sc. in mathematics from the University of Toronto
and an MBA from York University.
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 at Aurion Capital Management Inc. with
overall responsibilities for the investment solutions business, which
includes management and plan governance of Shell Canada's DB and DC pension
funds, investment program design and structure, asset mix, asset class and
manager research, selection and ongoing performance analytics. Janet was
formerly director, investment research for Shell Pension Fund Management
Inc. and holds degrees from University of Western Ontario and Wilfrid Laurier.
She is also active in PIAC and a member of the Girl Guides of Canada
investment committee. top
›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. He is a member of The
City of Edmonton investment committee, chair of the Edmonton Firefighters'
Supplementary Pension Plan committee, a member of the government relations
committee of the Pension Investment Association of Canada and a director of
the Canadian Coalition for Good Governance. Emilian
has a B.Sc. honours
(applied mathematics in statistics) and a certificate of employee benefits
administration from the University of Alberta.
top
›Jeff Grossman
Jeff is managing
director of State Street Global Markets Canada. He is responsible for
coordinating the business development and sales efforts for SSB. He
formerly held a similar position at State Street’s securities lending unit 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. 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
›Stanley Hamilton
Stanley Hamilton 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. Professor Hamilton 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. Professor Hamilton is the author of several books,
monographs and articles. top
›Peter Harrison
Peter Harrison is a managing director and head of the Global Portfolios
Group, based in London,
responsible for multi-market investment in JPMorgan
Fleming and JF Asset Management. An employee since 1996, Peter was
previously head of U.K.
specialist funds. Prior to joining the firm Peter spent five years as a
portfolio manager at Newton Investment Management and was responsible for
balanced and specialist briefs. Prior to this, Peter worked for three years
as an analyst at Schroder Investment Management.
Peter holds a B.Sc. (Hons) in business
administration from the University of Bath
and is a Member of AIMR-UKSIPS. top
›Rob Heinkel
Rob Heinkel 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.
Professor Heinkel 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. Professor Heinkel received his PhD in finance from UC Berkeley in
1979 and his research interests span investment management and corporate
finance. top
›Melissa Horwood
Melissa joined Rogers Media in 2002 as conference co-ordinator.
She brings to her position wide-ranging organizational and project
management skills including a diploma in marketing communications and
advertising media. Melissa currently co-ordinates six major out-of-province
events for the Healthcare and Financial Services Group. top
›Michel Jalbert
Michel is vice-president, business development at TAL, which he joined in
July 2001. Michel is a member of the business development team as well as
leader of TAL’s institutional business
development activities in Quebec.
Previously, he was director of human resources and information technology
and director, benefits and pension consultant at Bell Canada International
Inc. and Bell
Canada,
respectively. He has a bachelor in actuarial science from the Université Laval, is a fellow of the Canadian Institute
of Actuaries and a CFA charterholder. top
›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. top
›Robert Kay
Bob is senior vice-president, investments at the Ontario Pension Board. As
a member of the board’s investment committee, he is responsible for
all aspects of managing the investment, custodial, securities lending, and
banking activities of the $12 billion investment portfolio and related
consulting assignments. His duties encompass contract negotiations for each
area of fund manager mandates, performance criteria and fees. Bob has acted
as a consultant to the World Bank and CIDA and presently serves as chairman
of the investment advisory committee of the Public Guardian and Trustee of
Ontario. He is a member of PIAC and ACPM. top
›Mark Kritzman
Mark is managing partner of Windham Capital Management Boston, a senior
partner of State Street Associates, and research director of the AIMR
Research Foundation. He also serves on the boards of the Institute for
Quantitative Research in Finance and the International Securities Exchange,
and on the editorial boards of Emerging Markets Review, the Financial
Analysts Journal, the Journal of Alternative Investments, the Journal
of Asset Management, the Journal of Derivatives, and the Journal
of Investment Management. Mark has written numerous articles for
academic and professional journals and is the author of six books including
Puzzles of Finance and The Portable Financial Analyst. top
›Claire Kyle
Claire is senior manager of the Bank of Montreal’s pension fund.
Prior to her current position, she worked in both the United States and
Canada in a variety of fields, including private equity investments,
mergers and acquisitions, corporate advisory, economics and strategy, and
pension fund management. She holds the CFA designation and is a past chair
of the Pension Investment Association of Canada. top
›Nelson Lam
Nelson joined the City of Montreal Pension Fund in the 2003 as investment
officer. He is responsible for overseeing non-Canadian based assets and
managers including alternative investments. Nelson previously worked in an
investment consulting firm for almost five years in Montreal. He is a CFA charterholder. top
›Denis Larose
Denis recently joined the Colleges of Applied Arts and Technology pension
plan (CAAT) as chief investment officer. He is an actuary who spent the
last several years acting as an investment consultant to large public and
private sector pension plans. 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
›Michel Lizée
Michel is the president of the investment committee of the pension plan of
the Université du
Québec and, since 1982, a trustee of the pension board designated by the
employees of the Université du
Québec in Montreal. 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
›Prem Manjooran
Prem Manjooran is vice-president at Capital International
Research, Inc. (CIRI) with research responsibilities for India and Malaysia, as
well as the consumer and automobile industries in the Asia
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