| > Rick Abbott |
| Rick is director of investments for the Employee Benefits Board of
the City of Winnipeg. He oversees management of the Civic Employees Pension
Plan, the Winnipeg Police Pension Plan, group life insurance plans and various
other pools of assets exceeding $4 billion. He achieved his CFA designation in
1981 and is a past president of the Winnipeg Society of Financial Analysts.
|
|
|
| > 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. |
|
|
| >
Robert Baillie |
| Robert is regional vice-president, institutional and investor services at
RBC Global Services. He is responsible for the growth and development of custody
and related services, as well as relationship management of the company’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. Robert holds a bachelor of arts
degree from the University of Western Ontario. |
|
|
| > Lori Bak |
| Lori is the publisher of the Canadian Investment Review and general
manager of the custom and conference division 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). |
|
|
| > Thomas F. Ball |
| Tom is the chief investment officer at the Insurance Corporation of British
Columbia. In this role, he manages $5.9 billion in property and casualty
insurance assets. He is chartered financial analyst with 24 years experience in
the investment industry. |
|
|
| >
Andrew F. Barth |
| Andy is research director, president and director of Capital International
Research, Inc., in addition to being a director of Capital Guardian Trust
Company and Capital Research and Management Company. His research
responsibilities include nonbank financial service companies,
government-sponsored enterprises, and mortgage and financial insurance
companies. He also chairs the CGTC investment committee’s U.S. equity
subcommittee. Andy joined Capital in 1985 after receiving his MBA from Columbia
University’s Graduate School of Business. |
|
|
| >
Chuck Bastyr |
| Chuck is vice-president and portfolio manager of international
equities at Altamira. He is also head of Altamira’s global investment team and
lead manager for a number of Altamira's funds that include, the Pooled EAFE
Fund, Altamira Global Diversified Fund, and the Altamira European Equity Fund.
He is also the co-manager of the Altamira Global Value Fund. Chuck has 13 years
of investment experience and has been with Altamira since 1994. He holds
undergraduate degrees from Austin Community College and the University of
Minnesota. He also has an MBA from Edinburgh University and is a chartered
financial analyst charterholder. |
|
|
| >
M. Fraser Blakely |
| Fraser is director of sales at PanAgora Asset Management where he oversees
the company’s marketing and sales effort worldwide. With 35 years of industry
experience, Fraser has also held positions at LGT Asset Management, Royal Trust
Corporation and Baring International Investments where he was president and
director of the Canadian office. He holds a bachelor of commerce in economics
and finance from Sir George William University and is a member of AIMR and
AIMSE. |
|
|
| >
Michael A. Butera |
| Michael is director, external portfolios for the pension
investment division at Canada Post Corporation. In this role he is involved in
virtually all areas of the fund’s investment activities. 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 thirteen years. He is a graduate of Brock
University and has participated in a number of conferences addressing various
groups regarding investment policy. |
|
|
| > Caroline
Cakebread |
| Caroline is the editor of the Canadian Investment Review.
She joined Rogers Media in May 2001. From 1998 to 2001, she was manager of
investor education at the Toronto Stock Exchange. She holds an MA and a PhD in
English from the University of Birmingham and a BA from the University of
Toronto. |
|
|
| > 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. |
|
|
| > 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. |
|
|
| > Bill
Chinery |
| Bill is managing director at Barclays Global Investors where he is
responsible for business development and client relationship activities for
Canada. Prior to joining BGI, Bill spent 6 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 investment consulting practice of William M. Mercer.
Professionally, Bill is a fellow of the Canadian Institute of Actuaries and
fellow of the Society of Actuaries and is also a frequent speaker and author on
various pension benefit and investment issues. He holds a bachelor of
mathematics in actuarial science from the University of Waterloo. |
|
|
| > 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. |
|
|
| >
Lynn A. Clark |
| Lynn is the vice-president, economic policy and strategic research at the
Ontario Municipal Employees' Retirement System (OMERS). She is responsible for
all aspects of investment policy, including corporate governance, performance
evaluation and risk management reports, asset allocation policy reviews and
economic and strategic research associated with investment policy decisions.
Lynn holds an honours bachelor degree from Queen's University and a master's
degree in economics from York University. |
|
|
| >
P. Chris Cockburn |
| Chris is a relationship manager for Capital Guardian (Canada),Inc. with
client relations and marketing responsibilities. Prior to joining Capital
Guardian in 2001, he spent over five 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
was a manager of institutional fund accounting and an officer in the foreign
exchange department at State Street Trust Company Canada. Chris earned his
honours BBA from Wilfrid Laurier University and is a chartered financial
analyst. |
|
|
| >
Lee E. Cohen |
| Lee is senior client service manager at PanAgora Asset Management where he
is responsible for several of the company’s client relationships. He joined
PanAgora after spending 5 years as an investment officer with NISA Investment
Advisors in St. Louis, Missouri. Prior to joining NISA, Lee was an editor and
marketing specialist with Bernan Associates in Washington, D.C. Lee holds an
degree in literature and society from Brown University, an MBA from the
University of Texas and he has received the CFA designation. |
|
|
| >
Jamie Colliver |
| Jamie is partner and senior vice-president of Integra Global
Advisors and heads the division of Integra Capital Management. Integra Global
Advisors is a joint venture between Integra and world class investment
management firms including Acadian Asset Management. Prior to joining Integra,
Jamie was a founding partner, president and head of sales and distribution for a
Canadian mutual fund company. Prior to that, he acted as managing director and
global head of fixed income sales and marketing for Scotia Capital Markets in
Toronto. Jamie holds a bachelor of arts degree from the University of Western
Ontario and numerous industry designations. |
|
|
| >
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 vice-president of the Edmonton Society of
Financial Analysts. Stefan holds the CFA designation and is currently completing
his MBA from Queen's University. |
|
|
| >
Susan G. Ezrati |
| Susan is chief investment officer, GM Subsidiaries. She joined General
Motors Asset Management (GMAM) in 1988. Currently, Susan has overall
responsibility for investment matters relating to four of GMAM’s principal
clients which include GM Canada and Xerox Canada Inc. Over her 13-year career
with GMAM, Susan's responsibilities have included managing investment programs
for the international asset classes, setting strategy for the international
investment unit, co-managing the Canadian pension plans and advising on numerous
overseas pension plans. Susan joined the GM Corporation as an economist in 1982
from Rutgers University where she was an instructor of economics. She holds a
PhD from Columbia University in economics, an MA from the University of Denver
in international relations and a BA from Pomona College. Susan was awarded a CFA
designation in 1992. |
|
|
| > Margaret
Franklin |
| Margaret is managing director of Altamira's institutional business. She
graduated with a BA in economics from McMaster University and has her CFA
designation from the Association for Investment Management and Research. She is
a member of the board of the Toronto Society of Financial Analysts. Prior to
joining Altamira, she was principal at Barclays Global Investors, where she was
responsible for relationship development and marketing. |
|
|
| >
Zev Frishman |
| Zev is currently director, international equities and portfolio
analytics at the Ontario Teachers Pension Plan Board. In this role he oversees
Teachers’ external active equity managers, develops and manages in-house global
equity portfolios and develops structured global equity products. He is also
responsible for providing risk management and portfolio analytics to the active
equities group. Before joining Teachers, Zev was senior investment advisor with
the Workers Compensation Board of Alberta and senior manager, portfolio analysis
with Alberta Treasury. He has also spent several years teaching various courses
in finance and investments. |
|
|
| >
Patrick Geach |
| Patrick is senior portfolio manager, fixed income for the Workers’
Compensation Board of British Columbia. Prior to joining the board, he held a
number of roles including investment manager for the Public Trustee of B.C.,
director of research with the Credit Union Deposit Insurance Corporation of B.C,
and senior manager of credit union regulation and director of examinations with
the Financial Institutions Commission of B.C. Patrick is a CFA and a member of
the Vancouver Society of Financial Analysts and AIMR. |
|
|
| >
Harry Gibbs |
| Harry joined the Workplace Safety & Insurance Board as
vice-president of investments in 1997, bringing his extensive experience in all
aspects of pension fund investment management to the direction of the board's
multi-billion dollar investment assets. Prior to this, he had spent a year as a
senior consultant in the asset consulting group of Towers Perrin. Harry became
part of the Towers Perrin team in October of 1996 upon his retirement from Air
Canada following a successful 28-year career as president of the airline's
pension investment division. |
|
|
| >
Robyn Graham |
| Robyn is vice-president, institutional asset management for
Altamira Management Ltd. Her responsibilities include marketing asset management
services to clients and consultants across Canada, in addition to developing
products and educational materials for institutional investors. Robyn has 15
years of experince with product development, relationship management, marketing
and management. Robyn is a member of AIMR, AIMSE, CPBI, and Women in Capital
Markets. She is an associate member of the Toronto Society of Financial Analysts
and the Canadian Association of Financial Planners, a fellow of the Canadian
Securities Institute, a certified investment manager and financial
planner. |
|
|
| >
Bruce J. 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 FSCO's Pension
Investment Advisory Committee, PIAC's Investment Practices Committee and is a
Trustee of the Havergal College Foundation. |
|
|
| >
Emilian Groch |
| Emilian is executive director at the Alberta Teachers’ Retirement Fund Board
(ATRF) where he is responsible for the board's operation and management. The
board provides retirement benefits, services and asset management for 59,000
Alberta teachers and pensioners. Total plan assets exceed $2.3 billion. Emilian
was Alberta’s superintendent of pensions from 1984 to 1994 and has worked in the
pension industry for 25 years. He has an honours B.Sc. of applied mathematics in
statistics and a certificate of employee benefits administration from the
University of Alberta. He is a member of The City of Edmonton Investment
Committee and the government relations committee of PIAC. |
|
|
| > Tom Gunn |
| Tom is senior vice-president, investments and chief investment
officer of OMERS, the Ontario Municipal Employees Retirement System. OMERS is
the largest public pension plan in Ontario in terms of individual participants
and is the second largest in terms of assets ($34 billion). Previously, Tom was
chief financial officer of Canada Trust and later chief investment officer of TD
Trust. He is the president of the Pension Investment Association of Canada, a
long-term member of the Toronto Society of Financial Analysts and a past
president of the Financial Executives Institute of Canada. Tom is a graduate of
the University of Toronto and he has completed other advanced studies in Canada
and the United Kingdom. |
|
|
| >
Dr. Stanley W. 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 (UBC) and the chair of the board of trustees of the UBC Faculty
Pension Plan. He is also a trustee of CREIT, a diversified real estate
investment trust in Canada. Stan is the author of several books, monographs and
numerous articles relating to real estate markets, real estate valuation and
financing. |
|
|
| > Reynald N. Harpin |
| Reynald is Alcan Inc.’s chief pension investment officer. In this role he
supervises the management of Alcan’s pension funds totaling about C$11 billion
worldwide. His experience in the investment field spans over 30 years, during
which time he has worked as a security analyst, head of research and money
manager in various investment organizations such as Caisse de dépôt, two
investment management firms and pension funds. Reynald is a director of S.I.T.Q.
Immobilier and of Ivanhoé Cambridge Inc., a member of the investment committees
of the Desjardins Pension Fund and of the University of Québec Pension Fund. He
has earned a bachelor of arts, a master in commerce and his CFA
designation. |
|
|
| > Rob
Heinkel |
| Rob is the PMF alumni professor of finance at UBC. 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 BC Securities Commission and the
BC Provincial Treasury. Rob received his PhD in finance from UC Berkeley in 1979
and his research interests span investment management and corporate
finance. |
|
|
| >
Geraldine M. James |
| Geri is a manager of relationship development at Barclays Global
Investors where she is responsible for helping clients and prospective clients
across Canada understand, implement, and monitor BGI’s investment strategies.
Prior to joining BGI, Geri managed the investment practice of a major
international consulting firm. She received her chartered financial analyst
designation in 1995 and is a member of the Toronto Society of Financial Analysts
as well as the Association for Investment Management and Research. Geri holds a
bachelor of arts in commerce and economics from the University of
Toronto. |
|
|
| >
Peter Jarvis |
| Peter is vice-president, fixed income and derivatives at OMERS, Ontario
Municipal Employees Retirement System. His responsibilities include day-to-day
asset-mix rebalancing, cash and fixed income management and derivatives usage in
all investment areas. With over 20 years experience in the financial industry,
Peter’s previous roles have included senior portfolio manager, fixed income at
TAL Investment Counsel and director of fixed income and trading for Scotia
McLeod in England. A CFA and past president of the Toronto Society of Financial
Analysts, Peter is a graduate of the University of British Columbia with a BA in
economics. He is also a fellow of the Canadian Securities Institute. |
|
|
| >
Graciela L. Kaminsky |
| Graciela is currently a professor of economics and international
affairs at George Washington University. Prior to this, she was an assistant
professor of economics at the University of California, San Diego and a staff
economist at the Board of Governors of the Federal Reserve System. She has been
a consultant and visiting scholar at the IMF, the World Bank, and the
Inter-American Development Bank. She has also been a consultant to the Banco de
España and the Korean Center for International Finance and a visiting scholar to
the Banco de Mexico and the Institute of International Economics, University of
Stockholm. Her areas of research have included financial crises, contagion,
herding behavior and the effects of financial liberalization. Graciela received
her PhD from the Massachusetts Institute of Technology. |
|
|
| > Robert F. 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. |
|
|
| > Maurice Levi |
| Since receiving his PhD in economics from the University of
Chicago, Maurice has taught at several leading universities, and has published
books and research articles in a wide range of scholarly journals. He has held
teaching positions at MIT, the University of California, Berkeley, the London
Business School, and the University of New South Wales. He has written five
books in economics and international finance, several of which have been
translated into a number of languages. His research has appeared in The
American Economic Review, The Journal of Political Economy,
The Journal of Finance, The Journal of Monetary
Economics, and more than a dozen other scholarly journals. |
|
|
| >
Dale Lockie |
| Dale is executive manager of pension investment at the University
of Guelph. He is responsible for all aspects of the endowment and pension fund
investments at the University. He is a past director of the Pension Investment
Association of Canada and is a past member of PIAC’s membership committee. Dale
currently sits on the board of directors of two venture capital corporations,
and is the president of a private corporation, which is a subsidiary of the
University of Guelph. |
|
|
| >
Karen Luprypa |
| Karen is the director of product management for RBC Global
Services’ benchmark investment analytics group. As a senior member of the
investment analytics management team, she is responsible for the strategic
planning and development of portfolio management products and services,
including performance measurement, risk management, compliance monitoring, and
commission recapture. Previously, she managed the investment program for Royal
Bank and Royal Trust Pension Plans’ $4 billion dollars in pension assets. She
has also gained experience in currency risk management and foreign currency
options trading. |
|
|
| > Jacques
Marleau |
| Jacques is director, financing, treasury and pension funds for the City of
Montreal and secretary of the board of trustees for the city’s pension funds. He
also acts as a director and officer of a number of corporations in which the
City of Montreal’s pension funds have investment interests. Previously, he was
responsible for budgeting and planning in the city’s finance department. He has
also held the role of economist for the provincial government and the Bank of
Canada. |
|
|
| >
Richard McAloney |
| Richard is the CEO of the Nova Scotia Association of Health Organizations
Pension Plan. Previously he was responsible for all investment, pension benefit,
and treasury operations for the Province of Nova Scotia. He is also a director
of the Pension Investment Association of Canada, director of the Association of
Canadian Pension Management, and he was a founding director of the Canada
Pension Plan Investment Board. Richard holds the chartered financial analyst,
certified internal auditor, and chartered accountant designations. |
|
|
| >
John Milne |
| John is executive vice-president with Rogers Media, Healthcare and
Financial Publishing. He is responsible for the company's financial services,
third-party market and English-language medical titles in Canada and the United
States. A former editor and publisher of Benefits Canada and the
Canadian Investment Review, John holds an Honours BA from Trent
University and an MA from York University. |
|
|
| >
Tricia Moore |
| Tricia recently joined Rogers Media as conference manager. She brings to her
position more than 15 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. |
|
|
| >
Kate Munday |
| Kate is the head of the global emerging markets equity team and
chair of the global emerging policy team at Baring Asset Management. Most
recently she has been responsible for the Indian market and the Baring Peacock
Fund, an open-ended investment company investing in India. Prior to that, Kate
worked with the Latin America equity team in Boston. Kate joined Baring Asset
Management in early 1993 from HD International where she was a member of the
Europe equity team. Kate previously worked with Kleinwort Benson Investment
Management. She has an honours BA in history from Manchester
University. |
|
|
| > 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. |
|
|
| > Patrick
O’Hearn |
| Patrick is senior vice-president at Acadian Asset Management where he shares
the responsibility of working with prospective clients and consultants. With 13
years in the industry, he has extensive experience in investment services
management, including global custody and institutional marketing. Prior to
Acadian he was at State Street where he was responsible for managing worldwide
sub-custodian banking relationships. Patrick is registered as a junior
counseling officer with the Ontario Securities Commission in Canada. |
|
|
| >
Randall O’Leary |
| Randall joined Baring Asset Management in 1998 where he is currently
managing director, Canada. In this role he is responsible for all aspects of the
firm's Canadian operations. 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 has completed graduate studies in
international business with the Edinburgh Business School in Scotland. |
|
|
| >
Paul E. 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
has taught extensively in the areas of pensions and benefit design,
administration and governance. He has an MBA from Queen’s University. |
|
|
| >
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. |
|
|
| > 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. |
|
|
| >
Tom Phelps |
| Tom is chief economist at Trilon Financial Corporation where is responsible
for Noranda Inc.’s pension plan investments. He has been responsible for the $1
billion pension fund for the past 11 years. He is a 31- year veteran at Noranda
with experience in a wide variety of treasury roles. |
|
|
| > Steven
Pisarkiewicz |
| Steven is chief investment officer of structured equity services
at AllianceBernstein. Previously, he was managing director of financial
advisors, managing director institutional services and senior portfolio manager
for U.S. equities, all at AllianceBernstein. Prior to joining Bernstein, he was
vice-president and senior consultant with SEI Corporation. Steven co-authored
“Quantitative Tools in Equity Valuation and Portfolio Management: Applying the
DDM,” which appeared in the textbook Applied Equity Valuation. He has a
degree in industrial engineering from the University of Missouri and an MBA from
the University of California at Berkeley. |
|
|
| > Paul M. Pugh |
| Paul is currently chief investment officer, investment management division
of Alberta Revenue. Previously, Paul was the president and director of PPM Fund
Managers Canada Ltd. and PPM Real Estate Managers Canada Ltd. Prior to PPM he
was senior vice-president of investments, Prudential Assurance Company. He has
also held various senior positions at Dominion of Canada General Insurance
Company, Empire Life of Canada and Sun Life Assurance Co. He is a past president
and director of the Toronto Society of Financial Analysts. Paul’s designations
include a B.Sc., MBA, FLMI and CFA. |
|
|
| > Roger A.
Phillips |
| Roger is vice-president, pension funds, with Hydro One, where he is
responsible for implementation, strategy, and investment policy. Prior to
joining Hydro One, he led the investment function at OPSEU Pension Trust. Roger
is a graduate of York University. |
|
|
| > 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. |
|
|
| >
Gerry Rocchi |
| Gerry is chief executive officer, Canada and managing director at
Barclays Global Investors where he is responsible for the overall management of
the company in Canada. In addition, he is a director of the Investment Counsel
Association of Canada, and a member of the index advisory panel that advises
Standard & Poor’s and the Toronto Stock Exchange on index construction.
Prior to joining BGI in 1997, Gerry spent 16 years with Imperial Oil and Exxon,
in a variety of financial management roles, including pension fund management.
He received an MBA in finance and a BA in economics from the University of
Toronto. |
|
|
| > K. Geert
Rouwenhorst |
| Geert is professor of finance at the Yale School of Management and deputy
director of the International Center for Finance at Yale, which he joined after
receiving his PhD from the University of Rochester. Geert teaches courses in
valuation and investment, international finance, and empirical research in
finance. His research interests include the trade-off between risk and return in
developed and emerging stock markets. His recent work examines global real
estate markets, the pricing of international mutual funds, and the history of
financial innovation. His articles have been published in The Journal of
Finance, The Journal of Financial Economics, The Journal of
Financial and Quantitative Analysis, and The Journal of Portfolio
Management. |
|
|
| > Michelle R. Savoy |
| Michelle is a senior vice-president of Capital Guardian (Canada), Inc. with
client relations and marketing responsibilities. Prior to joining the
organization in 1998, she spent almost two years as a vice-president and
executive search consultant of Spencer Stuart & Associates, Inc. Prior to
that, she spent eleven 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. |
|
|
| >
Larry Seager |
| Larry is director of pension investment at Kodak Canada Inc. He received his
business degree from Ryerson in 1966 and is a certified management accountant.
Larry began his career at Kodak in 1968, where he has held various accounting,
marketing and management positions. |
|
|
| >
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 from McMaster University and a post-graduate diploma in journalism
new media from Sheridan College. |
|
|
| >
Ross N. Steeves |
| Ross is director, investments for the IWA – Forest Industry Pension Plan and
for the IWA – Forest Industry LTD Plan. He joined the plan some eight years ago,
following several years of corporate treasury and pension fund management
experience. He is a graduate of both Mount Allison University and the University
of Western Ontario, with degrees in mathematics and economics. |
|
|
| > Jeffrey S. Thomas |
| Jeffrey is a partner at the law offices of Borden Ladner Gervais where he
practices international trade law. He is also chair of the firm’s international
trade law practice group. Jeffrey has extensive experience in advising clients
engaged in or affected by international trade negotiations, including NAFTA and
the WTO and similar experience in the areas of foreign investment and private
international law concerning investment including advice relating to the
Investment Canada Act. He has a bachelor of laws from Osgoode Hall Law School at
York University and a master of laws from the University of Toronto. Jeffrey is
the co-author of The New Rules of Global Trade: A Guide to the World Trade
Organization. |
|
|
| >
Michel Toupin |
| Michel is managing director of Laval University Pension Funds. Previously,
he served as director, treasury operations, for the Quebec Minister of Finance
and as an analyst at the Caisse de Dépôt et Placement du Quebec. He is a member
of the Pension Investment Association of Canada (PIAC) and the Association of
Canadian Pension Management (ACPM). |
|
|
| >
Terri Troy |
| Terri is manager of pension investments for the Royal Bank and Royal Trust
pension plans. Her responsibilities include asset mix decisions, investment
manager structures and manager monitoring, performance measurement and
attribution, risk analytics, compliance monitoring, governance and the
implementation of a defined contribution pension plan. |
|
|
| >
Gretchen Van Riesen |
| Gretchen is the senior director, pensions and benefits policy at
CIBC. Her responsibilities include developing strategic benefits policy and
design, and reporting to the audit committee of the board on overall governance
and fiduciary matters with respect to CIBC’s pension plans. With over 29 years
in the pension and benefits industry, Gretchen is a past chair of the ACPM and
outgoing chair of the its Advocacy and Government Relations Committee. She is
also on the Pension and Benefits Advisory Committee of the Canadian Bankers
Association, chair of the Pension and Benefits Policy Committee of the Board of
Trade and a member of the Government and Industry Relations Committee of
PIAC. |
|
|
| > Perry J.
Vieth |
| Perry is director of fixed income investments at PanAgora Asset
Management. In this role he directs the research and management of the firm’s
fixed income strategies and oversees the currency management needs of clients
who invest in global securities. As a member of PanAgora’s investment committee,
he also provides valuable input into the role that fixed income securities and
currencies play in investment portfolios. Prior to joining PanAgora, Perry was a
senior vice-president at Fleet Investment Advisors in Boston where he managed
fixed income portfolios for institutional clients. He holds a degree in
accounting from Marquette University and a Juris Doctor from University of Notre
Dame Law School. |
|
|
| >
Donald 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. |
|
|
| >
Mark Watts |
| Mark relocated from London to Boston in 2000 to head Baring Asset
Management's North American fixed income team. He is a member of the fixed
income asset allocation team covering the US markets and chairs the core plus
asset allocation team. Mark is also responsible for managing US domestic and
global fixed mandates. Prior to moving to Boston, Mark focused on European debt
and was responsible for managing clients domiciled in the Far East as well as
French and Italian domiciled mutual funds. He is SFA-qualified, holds the
International Securities Market Association diploma, the Securities Institute
diploma, and is a member of the Securities Institute. |
|
|
| > Donald D.
Weiss |
| Donald is the chairman and CEO of the Ontario Pension Board, which manages
the Public Service Pension Plan in Ontario. This $12 billion fund has
approximately 24,000 contributing members and 40,000 pensioners. He is the
former executive director of the P.C. Ontario Fund and past president of
Morguard Trust Company. Donald obtained his bachelor of commerce from the
University of Alberta and his business career has focused on financial services,
investment, banking, real estate finance, development and fundraising. |
|
|
| > Russ
Wermers |
| Russ is an assistant professor of finance at the Robert H. Smith
School of Business at the University of Maryland at College Park. His research
interests include the measurement and attribution of the performance of pension
fund and mutual fund managers. He also studies the investment behavior of these
managers, as well as the impact of their trades on stock markets. His papers
have been published in The American Economic Review, The Journal of
Financial and Quantitative Analysis, and The Journal of Finance. His
article on mutual fund and stock prices (Journal of Finance, 1999) won
the New York Stock Exchange Award for the best paper on equity trading in 1995.
Russ also consults for the pension fund and mutual fund industries. |
|
|
| > Paul
Williams |
|
Paul is vice-president of Rogers Media, Financial and Healthcare Publishing.
He joined Maclean Hunter Publishing in 1989 as editor 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. |
|
|
