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Quick reference: Click on any
of the following attendee names to read the corresponding bio.
Rick Abbott
Rick is director of investments for the City of Winnipeg where he oversees management
of the Civic Employees' Pension Plan, the Winnipeg Police Pension Plan and other
assets, totaling more than $3.9 billion. He is the past chair of the
Pension Investment Association of Canada (PIAC). 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 TAL Investment Counsel, 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 (CFA) and a member of the Toronto CFA Society. top
Robert Baillie
As
vice-president, sales and relationship management at RBC Global Services,
Rob is responsible for the growth and development of custody and related
services, as well as relationship management of RBC's
strategic clients throughout Canada. Before taking on the
responsibility for national sales and relationship management, 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 in the information technology industry. Robert is a
graduate of University of Western Ontario. top
Howard Balloch
Howard is president and founder
of The Balloch Group, and served as Canada's ambassador to China for more than five years at the end of this 25-year career in
government. As ambassador to China, he oversaw expansion in the bilateral relationship between Canada and China, and was instrumental in establishing a series of initiatives to
improve Canada's profile in China, including three prime ministerial and Team Canada delegations. Howard serves on a number of corporate boards, and
is adjunct professor of international business at the University of British Columbia. He received BA and MA degrees from McGill University, and continued his graduate studies at the University of Toronto and the Fondation Nationale
des Sciences Politiques in Paris. 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
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
Julie Cays
Julie is
vice-president, external managers at Hospitals of Ontario Pension Plan
(HOOPP). She is an active member of PIAC and sits on the investment
advisory committees of two major charitable organizations. Julie holds a BA
in economics from the University of Waterloo and a CFA designation. top
Chris Cockburn
Chris is a vice-president and relationship manager for Capital Guardian
with client relations and marketing responsibilities. Prior to joining the
organization in 2001, Chris spent five and a half years as managing
director for Russell/Mellon Products and Services where he was responsible
for relationship management, business development and operations.
Previously, he spent two and a half years with State Street Trust Company,
where he started as a manager of institutional fund accounting and later
served as an officer in the foreign exchange department. Chris earned his
BBA (honours) from Wilfrid Laurier University
and holds the CFA designation. He is based in the Toronto
office.
Jamie Colliver
Jamie is partner at Integra Capital Management where he heads Integra
Global Advisors and is responsible for institutional marketing and business
development. Integra Global Advisors is a joint venture between Integra and
several world-class investment management firms. With over 29 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
with numerous industry designations and sits on the Canadian Investment Review advisory board. top
Luc de la Durantaye
Luc
is first vice-president, global asset allocation at TAL Global Asset
Management. With 19 years of investment experience, he leads the team
responsible for asset allocation at TAL. Previously, Luc was regional vice
president at RBC Private Counsel in Montreal,
and held various positions of increasing responsibility in the global asset
mix group at CT Investment Management Group in Toronto.
He was also an investment officer and manager of investment services at
Canada Trust in Montreal,
and a financial analyst at Deragon Langlois Brokerage also in Montreal.
Luc has a bachelors degree in international
finance from École des hautes
études commerciales in Montreal,
and is a CFA charterholder. top
Martin Evans
Martin is professor of economics at Georgetown University and a research
economist at the National Bureau of Economic Research (NBER).
Before joining Georgetown in 1996, he held
faculty positions at New York University's Stern School of Business,
the London School of Economics and the University of Michigan. He was also a
senior research fellow at The Bank of England from 1995-1996, and at the
International Economics Section of Princeton University from 2003-2004.
Professor Evans' research focuses on the microfoundations
of exchange rate dynamics; a field called New Micro Exchange Rate
Economics. Using the analytical tools of market microstructure, this
research investigates the manner in which dispersed information is
impounded into spot exchange rates through the trading process. top
Dave Finstad
Dave is director, external fund management at
Alberta Investment Management. He leads a team that manages in excess of
$12 billion across a number of external fund-of-funds products for both
traditional equities and hedge funds. He is a CFA charterholder
and has a master’s degree in finance from the London School of
Economics. 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 who themselves manage more than 80% of
the fund’s 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
Janet Greenwood
Janet is managing partner at Aurion
Capital Management Inc. with overall responsibilities for the investment
solutions business, which includes pension fund management and governance
of Shell Canada's DB and DC pension funds, investment program design, asset
mix management, asset class research, manager research, selection and
performance and risk analytics for traditional and alternative investments.
Janet was formerly director, investment research for Shell Pension Fund
Management and holds degrees from University of Western Ontario and Wilfrid Laurier. She is active in
PIAC, Women in Capital Markets 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. ATRF provides
retirement benefits, information services and asset management for 64,000 Alberta
teachers, inactive teachers and pensioners. Total assets of the fund are $3
billion. He was the Alberta Superintendent of Pensions from 1984 to 1994
and has worked in the pension industry for over 25 years. He is a director
of the Canadian Coalition for Good Governance, chair of the Edmonton
Firefighters' Supplementary Pension Plan Committee and a member of the
Government Relations Committee of PIAC. Emilian
is a frequent speaker on pension industry issues. top
Jeff Grossman
Jeff is managing director and principal officer
of State Street Global Markets. He is responsible for coordinating the
business development and sales efforts for State Street Global Markets in Canada. Prior to joining State Street in 1995, he worked
with 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
Laurent Halcrow
Laurent is a member of Baring Asset Management’s global equity group,
responsible for the management of global equity portfolios in Europe and the Far East. He is co-manager of the
Baring Global Equity Fund and the Baring Global Growth Fund, and was key in the development of the high-alpha EAFE product
for the global equity group’s U.S.
client base. Laurent has also designed a number of the key portfolio
construction tools used to manage the company’s range of global
equity products. He has been a member of the multi-asset team since 1996,
having joined Baring Asset Management in 1994. Laurent is an associate of
the Society of Investment Professionals (formerly IIMR) and holds a BA (Hons) in economics from De Montfort
University. top
Paul Halpern
Paul 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 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
is the Philip H. White Professor of Urban Land Economics and senior
associate dean, Faculty of Commerce and Business Administration at the University of British Columbia.
He has 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. He 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
and the author of several books, monographs and articles. top
Melissa Horwood
Melissa joined Rogers Media in 2002 as conference
co-ordinator and has recently been appointed to
conference planner. She brings to her position wide-ranging organizational
and project management skills including a diploma in marketing communications
and advertising media. Melissa currently manages eight annual conferences
for Benefits Canada, Canadian Investment Review and Canadian Healthcare Manager magazines as well as additional events for the Financial Services
Group. top
Michel Jalbert
Michel is a vice-president of
business development at TAL Global Asset Management. He is the leader of TAL's institutional business development activities in Quebec.
Previously at TAL, Michel was a vice-president in client servicing. Michel
has 24 years’ experience in the financial services industry, is a
fellow of the Canadian Institute of Actuaries and a CFA charterholder.
Prior to joining TAL, Michel was director of human resources and
information technology at Bell Canada International, and director of
benefits and pensions at Bell Canada.
He also served as an actuary at Alliance Mutual Life and as a consultant at
William M. Mercer. Michel has a bachelor’s degree in actuarial
science from Université Laval. top
Stephen Johnson
Stephen has held senior
positions in investment and consulting firms prior to becoming a founding
partner of Integra Capital. He holds a bachelor of science in mathematics
from the University of Western Ontario
and has had extensive experience in both fundamental and technology based
investment management processes. Within Integra, Stephen oversees all
aspects of client service and portfolio analysis as well as being
responsible for a number of client portfolios. 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
Dale
King
Dale is associate publisher of Benefits Canada, Avantages and Canadian Investment Review. In
addition, she leads the sales activities of the institutional suite of
properties including Canadian
Healthcare Manager and CPF Directories. Dale joined Rogers Publishing
Inc. in November 2004 and prior to this, worked as national advertising
sales manager at The
Globe and Mail. Dale is a graduate of the executive financial
management program at Ivey School of Business and graduated from the University of Western Ontario with an honours BA in Psychology. She sits on the Media Advisory
Board for sales and marketing at Sheridan College. top
Richard Laflamme
Richard has been general
director of University of Quebec Pension Fund
since April 2005. He is graduated from Laval University
and has previously worked as the director of Mouvement
Desjardins Pension Fund. Richard is responsible for the whole portfolio,
including both the administrative and actuarial sides, of one of the
largest pension funds in Quebec
($1.65 billion). He is a member of the Association for Investment
Management and Research (AIM) and PIAC, as well as the founder of the Quebec
chapter of PIAC. He is also involved in the Association of Canadian Pension
Management (ACPM) activities as a member and was president of Cercle Finance et Placement du
Québec from 1996 to 1997. He is former chairman and member of several
advisory committees acting in venture cap investment. top
Karee Lang
Karee is a national account manager for Canadian Investment Review and its sister publications Benefits Canada and Avantages. Her responsibilities include the management and development of
marketing initiatives for the publications’ clients, including sponsorship
programs, advertising, research and custom publishing programs. Karee has
been with Rogers Media for over three years. top
Eric Léveillé
As client relationship officer, Eric is responsible for the Quebec region business development and client relationship
activities at Barclays Global Investors Canada Limited. Prior to joining
BGI, Eric was assistant vice-president with an international investment
manager, responsible for business development. Eric also worked for a
Canadian investment counseling firm, where he was portfolio manager, U.S. equity. Eric received his CFA charterholder
designation in 1993 and is a member of the Montreal CFA Society, as well as
the CFA Institute. Eric has been a board member of the Montreal CFA Society
since 2001 and was president in 2004 and 2005. Eric holds a bachelor’s degree in
finance and a master’s degree in applied economy, both from Laval University.
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