The following is the list of speakers at the Global Investment Conference.
Except for the dinner speaker, Allan Fotheringham, all speakers are listed in
order as they appear in the agenda. |
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| > 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. |
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Dinner Speaker: Allan Fotheringham |
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Allan Fotheringham has been writing a column for 33 of his 47 years in
journalism, first with the Vancouver Sun and later with Southam News, The
Financial Post and Sun Media.
Fotheringham was a columnist in Washington for five years, covering the
Reagan and Bush administrations and has travelled extensively in the United
States, missing only four states. |
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He has travelled widely in some 86 countries, including the Soviet Union,
China and Africa. Attempting to avoid work, he now lives, more or less
permanently, in Toronto counting the days until he can retire to Positano,
Italy. At present, Fotheringham is a columnist for Maclean's magazine
(where he has written on the last page for 26 years) and has also, just recently
joined The Globe And Mail. Fotheringham was the 1964 winner of the
Southam Fellowship in Journalism, the 1980 winner of the National Magazine Award
for Humour, and the first winner of the National Newspaper Award for
column-writing. In 1999, he was inducted into the Canadian News Hall of Fame
along with Conrad Black. He has published six books, the latest being
Fotheringham's Fictionary of Facts and Follies. |
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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
EspaƱa 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. |
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|
| > 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. |
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| > 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. |
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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. |
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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. |
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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. |
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| > 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. |
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| > Dr. Stanley W. Hamilton -
Moderator |
| 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. |
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Susan G. Ezrati -
Panelist |
| 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. |
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Richard McAloney -
Panelist |
| 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. |
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| > 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. |
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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. |
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| > 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. |
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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. |
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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. |
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