| |
| Ronald T.
Abraham |
| Ron is a principal in the Canadian Asset Consulting
Services Group of Towers Perrin and heads the Western practice from
the Calgary office. He provides advice to clients in a wide variety
of areas relating to the effective investment management of pension
and non-pension assets. In his consulting role, Ron assists clients
in the areas of investment policy, asset allocation, manager structure,
manager selection and performance monitoring. He is a chartered financial
analyst and a past president of the Calgary Society of Financial Analysts.
|
|
|
| Lori
Bak |
| Lori is the publisher of the Canadian Investment Review and
associate publisher of Benefits Canada and Avantages
at Rogers Media, Healthcare and Financial Publishing. She has worked
at Rogers Media as a business journalist and editor for 16 years,
most recently as editorial director of Rogers’ financial publications
and past editor of Benefits Canada. Lori is an active member
of the Association of Canadian Pension Management (ACPM). |
|
|
| Ken
Bancroft |
| Ken is director of investments for the Alberta Teachers' Retirement
Fund Board. He implemented the Fund's investment structure with internal
and external specialist managers for Canadian, US and EAFE equity
mandates plus Canadian fixed income. Previously, Ken worked at the
Great-West Life Assurance Company where he provided investment counsel
to pension clients and served on the executive of the Winnipeg Society
of Financial Analysts. He currently serves on the investment committee
at the University of Alberta and is a director of PIAC. |
|
|
| Dexton Blackstock |
| Dexton is the vice-president and director of State Street Global
Markets Canada Inc. He is responsible for the marketing and sales
of transition management services to both fund sponsors and investment
consultants. He is also involved in managing the daily trading activities
of the brokerage and assisting in the analysis of the investment portfolios.
Prior to joining State Street he was part of the institutional fixed
income sales and trading team at a major broker/dealer and CT Securities,
where he managed the fixed income department for the discount brokerage
division. Dexton holds a bachelor of commerce degree from the University
of Calgary and is a chartered financial analyst. |
|
|
| Fred Blackwell |
| Fred is a portfolio manager, fixed income at the Workers' Compensation
Board, British Columbia. |
|
|
| Laurence
Booth |
| Laurence is the CIT chair in structured finance and the finance
area coordinator at the J. L. Rotman School of Management, University
of Toronto. Since 1978 he has taught graduate courses and short executive
programs in business finance, international financial management,
mergers and acquisitions, financial management and theory, money and
foreign exchange markets and business valuation. His research activity
is primarily in domestic and international corporate finance, where
he has published extensively in leading academic journals on cost
of capital, corporate financing issues and risk management. He completed
his undergraduate work at the London School of Economics, and his
masters and doctorate in finance at Indiana University. |
|
|
| Mike
Brooks |
| Mike graduated from Heriot-Watt University with an Honours BSc.
in actuarial mathematics and statistics in 1991. In 1996 Mike qualified
as a fellow of the Faculty of Actuaries. He joined Baillie Gifford
in May 2000 as head of portfolio risk and performance analysis. Prior
to that, Mike was head of quantitative research at Aegon Asset Management.
He is currently the chairman of the Faculty and Institute of Actuaries
Working Party on Portfolio Risk. |
|
|
| Michael
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 investment conferences. |
|
|
| 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. Caroline is an
active member of the Association of Canadian Pension Management (ACPM)
as part of the Strategic Communications Committee. She is also a member
of the Education and Outreach Committee of Women in Capital Markets.
Caroline 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. |
|
|
| Julie
Cays |
| Julie has been director, external managers at Hospitals of Ontario
Pension Plan (HOOPP) since September 2001. Before that she worked
at CIBC for 16 years in various corporate treasury roles, most recently
as director, pension investments. Julie has a BA in economics from
the University of Waterloo and received her CFA designation in 1989.
Julie is active in the Pension Investment Association of Canada (PIAC)
as a member of both the corporate governance and member services committees.
She is also chair of the Girl Guides of Canada’s portfolio review
committee. |
|
|
| 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 a founding
partner, president and head of sales and distribution for a Canadian
mutual fund company. Prior to that he was managing director and global
head of fixed income sales and marketing for Scotia Capital Markets
in Toronto. He is a graduate of the University of Western Ontario
and has numerous industry designations. |
|
|
| Jean-François
Courville |
| Jean-François is managing director of State Street Global
Markets and principal officer at State Street Bank and Trust Company
- Canada Branch. He is also a managing director of State Street Associates.
He is responsible for the financial intermediation and e-finance activities
in Canada, including foreign exchange trading and sales, money-market
trading, balance sheet management, as well as currency advisory and
the Global Link e-finance activities. Before joining State Street
in 1996, he was a money market, currency and currency derivative trader,
and currency strategist with a major Canadian bank in Montreal and
England. Jean-Francois holds a bachelor of commerce in finance and
international business from McGill University and has a CFA designation. |
|
|
| Stefan
Cowell |
| Stefan is the senior portfolio analyst at the Workers'
Compensation Board of Alberta, assisting in the management of its
$4 billion investment portfolio. He is also the president of the Edmonton
Society of Financial Analysts. Stefan holds the CFA designation and
is currently completing his MBA from Queen's University. |
|
|
| Oswald
D'Mello |
| Oswald is director of pension funds at Nortel Networks. In this
role, he oversees Nortel’s pension fund assets on a global basis
and manages a fixed income portfolio for the Canadian pension fund.
Prior to his current position, Oswald held various senior positions
at Nortel and was a trust officer with Montreal Trust Company. |
|
|
| Robert A. Daigneault |
| Robert is a director with the institutional client
services team of CDP Capital. In this role, he is responsible for
relationship management in eastern Canada and the United States. Prior
to joining CDP Capital in 2001, he was with Computershare Trust Company
(previously Montreal Trust) as assistant vice-president responsible
for client relationships. Over the last 10 years, he has worked extensively
with a diverse institutional client base in areas such as custody
services, DC plan administration, shareholder services and employee
stock purchase and stock option plans. Robert holds a B.Sc. in mathematics
from the University of Montreal. |
|
|
| Harindra
de Silva |
| Harindra is president and a member of the board of directors
of Analytic Investors, a specialist, quantitative investment management
firm that is a partner on the Integra Global Advisors platform. He
is responsible for the firm's strategic direction and the ongoing
development of its investment processes. As the senior member of the
firm's investment team, Harindra also serves as co-manager of the
U.S. Core Equity and Market Neutral strategies. He has authored several
articles and studies on finance related topics, including stock market
anomalies, market volatility and asset valuation. He received a PhD
in finance from the University of California, Irvine. He holds a BS
in mechanical engineering, an MBA in finance and an MS in economic
forecasting and is a designated CFA. |
|
|
| James
Donegan |
| James is a senior portfolio manager, external funds, at OMERS. Externally
managed assets represent about 20 percent of the total OMERS fund,
which employs 19 managers in 22 different mandates. Prior to joining
OMERS in 1994, James spent eight years with various Canadian investment
dealers as an economist and portfolio strategist. In addition to a
BA and MA in economics, he is a CFA and a member of the Toronto Society
of Financial Analysts. James is also a member of the FTSE Americas
Practitioners Committee that overseas the compliance of index construction
for the FTSE All World-Americas indices. |
|
|
| Pierre
Drolet |
| Pierre is currently coordinator of pension fund investments for
Domtar Inc., a portfolio of approximately $800 million. Prior to this
assignment, he was managing the bond portfolio for the pension fund.
Before joining Domtar in 1996, Pierre worked for STCUM (Montréal
Transit Corporation) and for the Caisse de Dépôt et Placement
du Québec where he participated in the development and implementation
of VAR models and worked as an analyst in the fixed income department.
Pierre has a master of finance from École des Hautes Études
Commerciales in Montréal. |
|
|
| Michel
Bruce Dubois |
| Michel is currently head of finance and pension funds investments
at Ville de Montréal. Prior to the municipal merger that took
place in January 2002, he was with the Communauté urbaine de
Montréal where he was responsible for long-term borrowing operations
and pension fund investments. Previously, Michel was syndication manager
for the international division of the National Bank of Canada. He
has an MBA from the Université Paris IX Dauphine. |
|
|
| Cathy
Duquette |
| Cathy is currently the pension fund financial controller at Allied
Domecq. With the company since 1989, she has also held the positions
of senior treasury analyst and treasury analyst. Prior to 1989, Cathy
worked in a public accounting firm for 10 years and at a finance company
for five. She has obtained both the CCM and CGA designations. |
|
|
| Philip
Falls |
| Philip is currently assistant director of investments at IWA –
Forest Industry Pension and Ltd. Plans. In this role he works with
the director to manage the investments of the $2.1 billion multi-employer
pension plan. Previously, he was vice-president and treasurer of investment
management at The Loewen Group Inc. He has also held positions at
William M. Mercer and Connor, Clark and Lunn. Philip’s professional
affiliations include PIAC, AIMR and the Vancouver Society of Financial
Analysts. He has an MBA from the University of Western Ontario and
is a CFA. |
|
|
| Bill
Forbes |
| Bill has been at Queen's University since 1991. Currently, he is
director, pensions, investments and insurance. He is also a member
of the Financial Services Tribunal. Before coming to Queen's, he was
a vice-president in the Toronto Office of Towers Perrin, working with
clients on a variety of pension matters. He is a fellow of the Canadian
Institute of Actuaries and a CFA. |
|
|
| Mario
Galizia |
| Mario is a principal and actuary in the Toronto office of Towers
Perrin with over 20 years experience in the pension field. He specializes
in the design of retirement programs and assisting plan sponsors in
establishing funding, expensing and investment policies. He also has
significant experience in supplemental retirement arrangements, mergers
and acquisitions involving pension plans, designing early retirement
programs and issues related to international transfers. Mario obtained
a bachelor of science in actuarial science from the University of
Toronto, and is a fellow of both the Society of Actuaries and the
Canadian Institute of Actuaries. |
|
|
| Serge
Germain |
| Serge is the general director for the University of Sherbrooke Pension
Plan where he is responsible for the daily operational issues relating
to the management of the plan and for monitoring the portfolio managers
with respect to the investment policy. He has more than 3 years of
experience in the pension industry. Serge has an undergraduate degree
in finance, he is a CFA and has also completed the Pension Plan Administrator
Certificate offered by Humber College in Toronto. |
|
|
| Frank
Giffen |
| Frank is managing director of the Alternative Asset Group at Scotia
Capital. He leads a team that is responsible for the development and
implementation of structured products for hedge funds. |
|
|
| Marven
Grant |
| Marven is currently the assistant director of Corporate Services
and City Treasurer for the City of Fredericton. He has been the chief
financial officer for the City for the past 10 years and has worked
for the City for 33 years. Marven is also one of the board administrators
of the City Of Fredericton Pension Fund, a position he has held for
the past 10 years. He has a diploma from Dalhousie University with
a focus in local government. |
|
|
| 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 the Canadian
Investment Review and associate director of the Capital Markets
Institute at the University of Toronto. Paul has published research
and applied papers for both academic and practitioner journals. He
has also published a corporate finance textbook, Canadian Managerial
Finance and is the editor of Financing Growth in Canada
which is an examination of Canadian capital markets. Paul’s research
interests are in mergers and acquisitions, corporate restructuring,
corporate governance and capital markets. |
|
|
| Jeff
Horbal |
| Jeff is vice-president, institutional investments at
Fidelity Retirement Services, headquartered in Toronto. In this capacity,
Jeff oversees sales and marketing, data and fund analysis, and client
service for Fidelity’s defined benefit disciplines. He joined
Fidelity in 1998 with 15 years of industry experience in institutional
equity trading, corporate finance, personal financial planning and
mutual funds. He graduated from the University of Toronto with a bachelor
of commerce degree, and has completed several executive and investment
management courses. |
|
|
| Jim
Hoult |
| Jim is the senior financial analyst in the law and pension
investments department of Stelco Inc. After a varied career in accounting,
Jim shifted disciplines and took on his new role in May, 2001. Jim
joined Stelco in February, 1979, having obtained a bachelor of commerce
in accountancy at Concordia University in Montreal. |
|
|
| Christopher
Huckle |
| Chris is client service manager, institutional
clients department, Baillie Gifford. In this role, his responsibilities
involve providing client service to the company’s North American
institutional clients. This includes reporting on portfolio performance
and communicating current investment views, as well as ensuring that
clients’ portfolios are managed in accordance with their requirements.
Previously he worked in the Channel Islands for ING Barings. Chris
has an MA in psychology, an M.Sc. in neural computation and a PhD
in cognitive science. He is also a chartered accountant. |
|
|
| Eric
Innes |
| Eric is chairman and chief investment officer for YMG
Capital Management. The first 20 years of his investment career was
spent trading bonds and managing bond portfolios for McLeod Young
Weir and Royal Trust. In 1983 Eric and his partner founded YMG, which
currently manages over $14 billion in investment portfolios for pension
plans, mutual funds and other financial institutions. Eric oversees
YMG's asset allocation and the firm's fixed income strategies, as
well as directing marketing and client service activities. He was
educated at Bishop University and graduated with an honours BA in
economics in 1971. |
|
|
| Pierre
F. Jetté |
| Pierre is associate vice-president, risk and return
management at CDP Capital. In his current role, he is responsible
for management of CDP Capital’s global risk portfolio. Before
joining CDP Capital as a director in 2000, Pierre was vice-president,
quantitative strategies, at Elantis, where he worked for five years.
Pierre has published several articles on investment and is a member
of the Society of Quantitative Analysts. He has a BSc. in mathematics
and a master of business administration from McGill University and
is a chartered financial analyst. |
|
|
| Larry
Johnson |
| Larry is director of pension investments for Abitibi-Consolidated
Inc. and is responsible for managing C$3 billion in retirement plan
assets, primarily in Canada, but also in the U.S. and the U.K. He
assumed this position in mid-1999 and has been employed by Abitibi
and predecessor companies for over 22 years, primarily in strategic
planning, marketing, and financial analysis roles. Larry is an American
and holds certified public accountant and certified management accountant
designations. |
|
|
| Michael
Keenan |
| Michael Keenan is the director of policy and research
for Bimcor Inc., a Canadian pension investment manager. Prior to joining
Bimcor in January 2001, Michael spent 10 years at the federal Department
of Finance, principally in the Financial Markets Division where he
was involved in government financing, international management, treasury
risk management as well as domestic debt management. |
|
|
| Gordon
Kosokowsky |
| Gordon joined CDP Capital in 2001, as director for the
Toronto office. He is responsible for new business and relationship
management for the company. In doing so, he corresponds with clients
in Canada and the United States. Prior to joining CDP Capital he held
senior business development and relationship management positions
at Royal Trust. With over 12 years of experience, his background also
includes international trade finance and foreign exchange. Gordon
is a fellow of the Canadian Securities Institute and a member of the
Association of Canadian Pension Management. |
|
|
| Lawrence
Kryzanowski |
| Lawrence is a professor and Ned Goodman Chair in investment
finance at the John Molson School of Business in Montreal. He is an
active educator and consultant in financial services, including commercial
credit, wealth and portfolio management, investment banking, and the
regulation of financial markets, institutions and participants. He
is the (co-)author of over 80 refereed articles, an editor of the
Multinational Finance Journal and an editorial board member
of Canadian Investment Review. He is the first recipient of
the Annual OSFI Award for Excellence in Research (2000) and
numerous other awards. Lawrence has a BA from the University of Calgary
and a PhD from the University of British Columbia. |
|
|
| Claire
Kyle |
| Claire is senior manager of the Bank of Montreal’s
pension fund. Prior to her current position, she worked in both the
United States and Canada in a variety of fields including private
equity investments, mergers and acquisitions, corporate advisory,
economics and strategy, and pension fund management. She holds the
CFA designation and is presently the chairperson of the Pension Investment
Association of Canada (PIAC). |
|
|
| Andrew
Lapkin |
| Andrew is the chief operating officer of Measurisk where
he is responsible for managing the client services group and for ensuring
that the company’s product development is meeting client needs.
Andrew spent four years at Bankers Trust as vice-president and as
product manager of their large custodial reporting system. Prior to
that, he was a senior consultant at Anderson Consulting. Andrew holds
an MBA in finance and management from Columbia University and a BA
in economics from Lafayette College. |
|
|
| Tristram
S. Lett |
| Tris is vice-president, quantitative investment products
at YMG Capital Management. Previously, he worked at the Ontario Treasury
where he was responsible for policy development of the CPP for the
province. In 1989, Tris was elected to the board of governors of the
Toronto Futures Exchange, and in 1990 became the chair. He was also
a member of the TSE’s Index Committee. Tris is a frequent speaker
at pension and investment conferences on quantitative and risk management
topics and he is a member of the Canadian Investment Review's advisory
board. He has his honours BA in economics from York University, and
a master of economics from the London School of Economics. |
|
|
| David
S. Linds |
| David is senior vice-president, sales and marketing at CIBC Mellon.
He is a member of the company’s executive committee and through
the development, communication and execution of strategic business
plans he manages CIBC Mellon’s business development and national
marketing activities for the pension trust and custody services industry.
David maintains an active role in many industry associations. He has
over 23 years financial services experience, including 15 years with
CIBC World Markets and CIBC Mellon. David is also the chair of the
2002 ACPM annual conference. |
|
|
| Richard
MacDonald |
| Bio to follow. |
|
|
| John
Mackinnon |
| John is currently the director, pension investment finance and administration
with the new Canada Post Pension Fund. Since 1985 he has also worked
in Ottawa as CFO for the Civil Service Co-Operative Credit Society
and director of corporate finance in the treasury of Canada Post.
Previously, John had worked in treasury and corporate finance at Imperial
Oil and corporate and government banking at the Bank of Montreal.
John is the founding president of TMAC and is a member of FEI and
PIAC. |
|
|
| Ravi
Mantha |
| Ravi is an institutional portfolio manager in the Boston-based Structured
Investments Group and is responsible for managing institutional portfolios
in the Select discipline. Prior to joining Fidelity, Ravi worked for
Pyrford International as portfolio manager and member of the investment
strategy committee. He was also a research analyst and member of the
global equity team at Frank Russell Company in London. He holds a
BA from the University of Puget Sound and is a chartered financial
analyst. Ravi is a member of the Boston Securities Analysts Society. |
|
|
| Josephine
Marks |
| Josephine is senior vice-president of pensions and group investments
at the Maritime Life Assurance Company. Her responsibilities include
overall accountability for the pension and institutional investment
lines of business as well as asset-liability management responsibilities
for Maritime Life’s $9 billion of General Funds. Josephine joined
Maritime Life in 2001 with 20 years of experience in the pensions
and investment industry at Sun Life of Canada and William M. Mercer.
Her previous responsibilities included marketing, finance, client
service, portfolio management and investment strategy. Josephine is
a FCIA and a CFA. |
|
|
| 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. |
|
|
| Gayle
McDade |
| Gayle is manager of debt and investment for the City of Regina where
she is responsible for the investment of the City’s assets as
well as of the City’s pension plans. The pension plan assets
are approximately $700 million in defined benefit plans. Gayle has
been in this role and employed with the City for the last four years.
Prior to that she worked as an investment manager with Crown Life
Investment Management Inc. in Regina. Gayle received her bachelor
of administration from the University of Regina and is a CFA. |
|
|
| Shawn
Menard |
| Shawn is currently the managing director of Russell/Mellon
Analytical Services in Canada. In this role, he works with plan sponsors
and money managers to understand the structural characteristics of
their portfolios by providing them with risk management services and
investment manager analysis. Prior to this, he held the position of
director of business development and senior investment analyst. Shawn
earned a CFA designation in 1997 and is a member of the Global Association
of Risk Management Professionals and the Association of Investment
Management and Research. |
|
|
| Tricia
Moore |
| Tricia joined Rogers Media last year 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. |
|
|
| Roger
Moss |
| Roger is vice-president at Integra Capital Management
where he is responsible for marketing and servicing for the Quebec
and Ottawa regions. Integra Capital manages funds for DB and DC plans,
private client and also offers in-house record keeping. Integra Global
Advisors is a joint venture with several world class investment management
firms including Analytic Investors. Roger has 18 years experience
in the investment industry in private client, investment research
and portfolio management. He is a graduate of Loyola College and is
a FCSI. |
|
|
| Gary
Ostoich |
| Gary is a partner in the derivatives and structured
products group of the law firm of McMillan Binch. His practice focuses
on domestic and off-shore structured financings/investment funds with
particular emphasis on all aspects of the over-the-counter and exchange
traded derivatives markets. He acts on behalf of financial institutions,
domestic and foreign investment dealers, governments, large corporations,
pension funds, commodity pools and hedge funds. Gary sits on the advisory
board of a number of hedge funds in the marketplace. He has written
numerous articles in the derivatives and foreign exchange area and
has spoken at various conferences relating to hedge funds, derivatives
and corporate finance. |
|
|
| 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. |
|
|
| Bill
Pacula |
| Bill joined the institutional clients department of
Baillie Gifford in 2001 and is part of the firm's business development
team based in New York. He graduated with a BA in philosophy from
Washington College in 1972 and has 25 years experience working with
pension and other tax-exempt fund sponsors in North America. |
|
|
| Sébastien
Page |
| Sébastien is currently a senior associate at
State Street Associates. He joined the company as a research analyst
for the development of portfolio tools and investment strategies.
Previously, he completed two internships at the Caisse de Depot et
Placement du Quebec on asset allocation. He won the first prize in
the Montreal Society of Financial Analyst contest for his research
on Value At Risk. He also won honourable mention in the Young Professional
of the Year category at the 2002 Quebec Financial Industry Gala. Sébastien
holds an M.Sc. in finance from Sherbrooke University and is currently
pursuing a CFA designation. |
|
|
| 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 recently moved, after 32 years, from Noranda Inc. to become
chief economist at Brascan Financial Corporation. In this new role,
he will continue to advise Noranda in the investment management of
its $1 billion Canadian pension plans. Before assuming his pension
responsibilities in 1990 he was involved with a wide range of treasury
and corporate finance functions. |
|
|
| John
Quigley |
| Bio to follow. |
|
|
| Dr.
Bill Rentz |
| Bill has been the chairman of the pension plan committee of the
Board of Governors of the University of Ottawa since 1989. He is also
an associate professor of finance in the school of management at the
University of Ottawa. He is co-author of Canadian Financial Management
and has published in many different journals. His latest publication
is “Can the Next Enron Happen to Your Clients,” Advisor’s
Edge, March 2002. He holds a BS in electrical engineering from
the Massachusetts Institute of Technology and an AM and PhD in economics
from the University of Rochester. |
|
|
| 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. |
|
|
| Mike
Rodgers |
| Mike is a research analyst with the New Brunswick Investment Management
Corporation. His responsibilities include structured product analysis,
risk management, and investment policy research. He previously held
the position of senior quantitative analyst at Investors Group Investment
Management in Winnipeg. He holds an MA in economics from Simon Fraser
University and is a CFA charterholder. |
|
|
| David
Scoon |
| David is a director of institutional sales at Fidelity Canada. He
is responsible for introducing Canadian pension plans, foundations
and endowments to Fidelity’s investment products. David has been
in the financial services industry throughout his career. He has worked
in senior positions in banking, corporate finance, investment banking
and investment management. Prior to joining Fidelity he was with TD
Asset Management and Frank Russell. David earned his BA from McMaster
University and his MBA from the University of Western Ontario. |
|
|
| David
Service |
| David is principal in the Toronto office of Towers Perrin,
specializing in asset management consultation. He assists clients
in a variety of aspects of asset management, including asset allocation
and financial management, pension governance reviews, manager structure
analysis, selection of investment managers and monitoring of manager
performance. David is a fellow of the Canadian Institute of Actuaries
and the Society of Actuaries. |
|
|
| William
Shadwick |
| Bill is currently the managing director of the Finance Development Centre in London. In this role he has made contributions in the modelling of derivative prices and risk sensitivities and, together with his partners, to the creation of new portfolio performance measurement tools. Previously he was the founding executive director of the Fields Institute for Research in Mathematical Sciences in Toronto. He has also held research positions at the Institute for Advanced Study, the NASA Ames Research Centre and was a professor at the universities of Toronto and Waterloo. |
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| Tracy
Smith |
| Tracy is assistant editor, conferences for the healthcare
and financial division of Rogers Media. Her responsibilities include
the management of conference materials and development of the conference
web sites. Tracy has an honours BA from McMaster University and a
post-graduate diploma in journalism new media from Sheridan College. |
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| Colin
Spinney |
| Colin is the treasurer of Dalhousie University. His
responsibilities include the management of the University’s endowment
and pension fund investment portfolios, and the management and review
of endowment spending policies and budgets. Prior to joining Dalhousie
University, Colin was the assistant treasurer of a telecommunications
company where he was responsible for cash and debt management, investments,
banking relations, leasing administration and investor relations.
Colin holds a MBA from Dalhousie University and is a CMA. |
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| Gary
Stewart |
| Gary is vice-president and senior portfolio manager,
North American fixed income at Elliott and Page. He is responsible
for the fixed income team which manages all discretionary North American
fixed income accounts. Gary’s previous investment experience
includes 14 years with ING Group managing fixed-income assets in both
Canada and the U.S. He also spent six years in the position of vice-president
and senior portfolio manager at ING Investment Management. Gary’s
educational background includes a BA from the University of Western
Ontario and an MBA from York University. He is also a chartered financial
analyst. |
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| 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. |
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| Elizabeth
Vandenberg |
| Elizabeth is the manager, portfolio analytics for the
Investment Division, Department of Finance, Province of Nova Scotia.
She is responsible for performance measurement and analytics for the
Province's Teachers and Superannuation pension funds and is also responsible
for the fund's external investment managers. Previously she was with
the Department of Finance, Province of New Brunswick where she was
responsible for the Province's long term financing and outstanding
debt. Elizabeth completed a BA at Dalhousie University, an MA at the
University of Alberta and is a CFA charterholder. |
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| Blake
Walker |
| Blake is the director, pension investments with the
Local Authorities Pension Plan (LAPP) in Edmonton. LAPP is a $9 billion
multi-sector defined benefit plan with over 130,000 members. Blake
manages the investment manager structure, provides policy advice and
ongoing support to the investment committee and board of trustees
on investment issues. He is a former vice-president and treasurer
of the Federal Farm Credit Corporation and director, Investments and
Liability Management with the Department of Finance, province of Saskatchewan.
Blake is a CMA, a fellow of the Canadian Securities Institute and
a CFA charterholder. |
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| Michael
Walsh |
| Mike joined Elliott and Page in 1998 as vice-president,
institutional investments. Throughout his more than 20 years of diverse
portfolio management experience, he has focused on the investment
needs of Canadian pension and endowment funds. At Elliott and Page
his mandate includes client relations, product development and quality
control of all portfolio management services. He holds an MBA, finance
and a BA in economics from the University of Toronto. |
|
|
| Alan White |
| Alan is the Peter L. Mitchelson / SIT Investment Associates
Foundation Professor of Investment Strategy at the Rotman School.
His research is principally in the area of derivative securities:
their pricing and use by financial institutions for risk management.
He has published many articles on these topics in practitioner and
academic journals. He is well known for his work (with John Hull)
on the Hull-White interest rate model, which won the Nikko-LOR award.
Recently his research has focused on market risk and credit risk issues.
He has consulted in these areas for many financial institutions in
North America, Europe and Japan. |
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| Mark White |
| Mark is currently vice-president, investment research
at the Nova Scotia Association of Health Organizations Pension Plan.
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| Ke
Hua Zhou |
| Ke Hua is with the New Brunswick Investment Management
Corporation of Fredericton. As a research analyst his responsibilities
include investment policy and risk analyses. Ke Hua has a MBA degree,
is a CFA charterholder and a member of AIMR. |
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| Catalin
Zimbresteanu |
| Catalin has worked for several years in risk management
and related areas. His prior roles have included vice-president of
risk management with Société Générale,
senior consultant in capital markets with Ernst & Young and chief
financial engineer with the Montreal Exchange. |
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| Mike
Zych |
| Mike is managing director of Capital Markets Group at Scotia Capital.
He is responsible for a team of individuals focused on providing derivative
product solutions to investor accounts. He has a bachelor of commerce
degree from McMaster University, a master of business administration
from the University of Toronto and is a chartered financial analyst. |
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