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Zainul Ali
Zainul rejoined Towers Perrin in July 2004 as a senior member
of the asset consulting team. Prior to that he was vice-president,
strategic research and risk management at OMERS, and before
that treasurer for a large public sector organization. Zainul
is a certified general accountant (CGA) and a CFA. back to top
•
James Bacon
James is a managing director in Putnam's
International Business Unit. He is responsible for Putnam's
business relationships and investment activities in Canada, including management of Putnam's
partnership with Sceptre Investment Counsel, Ltd. He is also
a member of Putnam's executive committee. James, who joined
Putnam in 1979, has 28 years of investment experience. back to top
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Ken Bancroft
Ken is director of investments for the Alberta Teachers' Retirement
Fund Board. He is responsible for the implementation and management
of ATRF's investment policies, strategies, investment structure,
compliance and performance results. He serves on the investment
committee at the University of Alberta and is a director of
the Pension Investment Association of Canada. Ken holds a
CFA designation and graduated from the University of Manitoba
with a bachelor of commerce. back to top
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Clark Binkley
Clark is managing director and chief
investment officer with responsibility for equity capital raising, client
account management, and investment strategy and research at Hancock Timber
Resource Group. Prior to joining HTRG, Clark was dean of the Faculty of
Forestry at the University of British Columbia. He has served on the boards
of directors of several publicly traded forest products companies and
private timberland ventures, and has consulted to numerous forest products
companies, governmental agencies and private conservation groups. Clark holds degrees in applied
mathematics and engineering from Harvard University and in forestry and
environmental studies from Yale University. back to top
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Steve Bonnar
Steve is a consultant and principal at
Towers Perrin. Based in the Toronto office, he is the Canadian practice
leader responsible for the financial management of pension
and benefits arrangements. He is also a designated CFA. back to top
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Rajan Burney
Rajan is director, institutional investments at Fidelity Investments
Canada. In this role, he is responsible for the servicing
of defined benefit clients in Canada. Prior to joining Fidelity
as a senior fund analyst in 1999, Rajan was an analyst with
SEI Investments' asset consulting practice in Toronto. Rajan
earned his BComm in finance and international business and
his MBA from McGill University. back to top
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Michael Butera
Michael is director, external portfolios for the
pension investment division at Canada Post Corporation. 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 13 years.
He is a graduate of Brock University. back to top
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Andrew Campbell
Andrew is chief executive officer of Nunavut Trust, as well
as a board member and the 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. back to top
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John Clarke
John is the treasurer and assistant comptroller at Syncrude
Canada Ltd. With the company since 1983, he has also held
the roles of manager, treasury services and manager, information
management. John is currently one of two western representatives
on the Canadian Institute of Chartered Accountants' board
of directors. He has also been actively involved with the
Institute of Internal Auditors. John has an MBA from the University
of Alberta and is a chartered accountant. back to top
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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 . Integra Global Advisors
is a joint venture between Integra and several world-class
investment management firms including Analytic Investors.
With over 29 years experience in the financial services industry,
Jamie was previously managing director and global head of
fixed income sales and marketing for Scotia Capital Markets.
He is a graduate of the University of Western Ontario with
numerous industry designations and sits on the Benefits Canada
Advisory Board. back to top
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Suzanne Coté
Suzanne joined Fidelity in 2003 as vice-president, sales and
relationship management, Eastern Canada. She has more than
18 years experience in the Canadian financial services industry.
Since 1995, Suzanne has focused on business development and
client service specifically targeted to institutional investors.
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Denis Couillard
Denis is vice-president, account planning
and management for State Street Global Markets Canada. He
joined State Street in 2000 and currently oversees strategic
relationships as well as the deployment of trading products
and services to the institutional client base. Prior to joining
the firm, Denis held various management positions in foreign
exchange sales and trading both in Canada and Japan. Denis
holds a B.Comm degree from the University of Ottawa, and is a CFA charterholder.
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Peter Craig
Peter is publisher of Canadian Investment
Review and associate publisher of Benefits Canada and
Avantages. He has over 20 years experience in the publishing
industry, and most recently held a similar position within
the Healthcare & Financial Services Group of Rogers Publishing.
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Leo de Bever
Leo is MFC's Executive Vice-President
of Global Investment Management and oversees its investment
management businesses in North America, including equities,
structured debt products, oil and gas, real estate, timber,
and agriculture. Leo has over 25 years of experience in finance
and money management. Prior to joining ManuLife, Leo was a
Senior-Vice President at the Ontario Teachers' Pension Plan
responsible research, risk allocation, and the fund's portfolio
of real return assets, commodities, infrastructure, and timberland.
He started his career at the Bank of Canada and also worked
at Chase Econometrics, Crown Life, and Nomura Securities.
Leo received his PhD in Economics from the University of Wisconsin
at Madison. back
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Harindra de Silva
Harin is president of Analytic Investors
where he guides the overall strategic direction for the firm
- encompassing the business and investment management dimensions.
Over the course of a nearly 20-year investment career, Harin
has authored several professional journal articles based on
his research and contemporary finance related topics. He has
a PhD in finance from the University of California, Irvine,
an MBA in finance, an MS in economic forecasting from the
University of Rochester, and is a CFA. back
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Dennis Duffy
Dennis is a principal with the Vanguard Group, with responsibility
for client support and new business development in the Americas,
the Caribbean, and Bermuda. He joined Vanguard in 1982; prior
to joining the company's international department in December
2002, Dennis spent more than 10 years in Vanguard's institutional
division where he worked with pension plan sponsors, U.S.
trust departments, and investment professionals of U.S.-based
endowments and foundations. He has a BS in Business Administration
from the University of Scranton and a MBA from St. Joseph
University. back to top
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Philip Falls
Philip is director, investments for the
IWA - Forest Industry Pension Plan and the IWA - Forest Industry
Ltd. plan. He recently joined the plans following 20 years
of corporate treasury, insurance, trust and pension institutional
fund management experience. He holds a B.Comm from Concordia University, an MBA from the University of Western Ontario and is a CFA. back to top
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Jeffrey Grossman
Jeff is vice-president, head of securities, State
Street Global Markets. He is responsible for coordinating the business
development and sales efforts for State Street Brokerage in Canada. Prior
to joining State Street in 1995, he worked with Fidelity Investments where
he was senior vice-president responsible for sales of electronic trading
and institutional clearing. Jeff received a bachelor's degree in liberal
arts from Colgate University and a MBA from Pace University. back to top
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Paul Halpern
Paul is a professor of finance and the
Toronto Stock Exchange chair in capital markets at the Rotman
School of Management, University of Toronto. He is chair of the advisory
board of Canadian
Investment Review and the associate director of the Capital Markets
Institute at the University of Toronto. He received his PhD in finance
from the University of Chicago and has published research and
applied papers for both academic and practitioner journals.
He has published a corporate finance textbook, Canadian Managerial Finance and is the editor of Financing Growth in Canada. back to top
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Kathrin Hamilton
Kathrin graduated with a MA (Honours) in Business and Economics
from Heriot Watt in 1998 and gained ATII in 2001 from the
Chartered Institute of Taxation. She joined Baillie Gifford
in 2002 and is a manager in the institutional clients department
with responsibility for North American clients. back to top
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Warren Jestin
Warren is Scotiabank's chief economist and a vice-president,
and has been with the bank for over 26 years. His Scotia Economics
team provides in-depth research on global economic, policy
and financial market developments. Before joining Scotiabank,
Warren spent a number of years working in the research department
at the Bank of Canada and teaching in the economics departments
of several Canadian universities. He is currently on the board
of the University of Guelph Heritage Fund and is on the board
of advisors of the Sobey School of Business at Saint MaryÕs
University at Halifax. Warren earned an MA in Economics at
the University of Guelph in 1971 and was awarded his doctorate
from the University of Toronto in 1977. back to top
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Michael Keenan
Michael 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 reserves management, and treasury risk management, as well as
domestic debt management. back
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Gary Knapp
Gary is quantitative consultant to the New York
Board of Trade for development of index based derivative products. Prior to
NYBOT he was with Credit Suisse Private Bank as director of manager
selection, U.S., researching hedge fund
managers and strategies. Gary began his career in
investment management with the General Motors pension fund in New York where he was a derivatives
trader. Gary holds a mechanical
engineering degree from Northwestern University as well as a master's degree
in financial markets and trading from Illinois Institute of Technology. He
is a CFA charterholder and serves on the board of directors of the New York
Futures Exchange. back to top
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Claire Kyle
Claire is senior manager of the Bank
of Montreal's pension fund. Prior to her current position,
she worked in both the United States and Canada in a variety
of fields, including private equity investments, mergers and
acquisitions, corporate advisory, economics and strategy,
and pension fund management. She holds the CFA designation
and is a past chair of the Pension Investment Association
of Canada. back to top
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Karee Lang
Karee is a national account manager for Canadian Investment
Review and its sister publications Benefits Canada
and Avantages. Her responsibilities include the management
and development of marketing initiatives for the publications'
clients, including sponsorship programs, advertising, research
and custom publishing programs. Karee has been with Rogers
Media for over three years. back
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Denis Larose
Denis Larose is director, investments and chief
investment officer for the Colleges of Applied Arts and Technology (CAAT)
pension plan. In this capacity, he oversees the investments of a $4 billion
fund supporting the pension benefits of 25,000 active and retired members.
He is based in Mississauga, Ontario. Denis joined CAAT in April
2004, having previously spent seven years as a senior investment consultant
with a large actuarial benefits and investments consulting firm. He has
worked in the industry for 21 years. Denis graduated with a bachelor's
degree in actuarial sciences from Laval University in 1983. He became a Fellow
of the Society of Actuaries in 1986 and a Fellow of the Canadian Institute
of Actuaries in 1987. back to
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James Lewis
James is Canadian
Investment Review's managing editor. A graduate of Ryerson University's print journalism program
and the Canadian Securities Course, James worked for another Rogers Media
publication prior to joining CIR. Before that, he was a senior financial
editor for one of Canada's largest online operations. back to top
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David Linds
David is senior vice president, business
development and client relationship management 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,
national marketing activities and client relations for the
pension trust and custody services industry. David maintains
an active role in many industry associations. He has over
24 years financial services experience, including 16 years
with CIBC World Markets and CIBC Mellon.
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David Long
David Long is portfolio manager, derivatives at Hospitals
of Ontario Pension Plan (HOOPP) in Toronto. David has been
at HOOPP for three years. He develops and executes relative
value strategies in structured and single-name credit, fixed
income and equity derivatives. He is also involved in the
creation and implementation of HOOPP's risk management system.
Prior to joining HOOPP, David traded vanilla and exotic fixed
income options at a Canadian dealer. David holds a PhD in
Statistics and is a CFA charterholder.
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Bruce D. MacDonald
Bruce is a managing partner and director of Integra Capital
as well as a founding shareholder of the company. Prior to
1992, Bruce was president of Boyle Midway Canada, a major
manufacturing and consumer goods subsidiary of American Home
Products Corp. of New York. back to top
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Jim MacDonald
Before coming to Canadian Investment Review, Jim was the managing
editor of Advisor.ca, part of The ADVISOR Group at Rogers Media. A
journalist since 1987, Jim has worked in a variety of editorial positions
including reporter/editor of Global Stratagems, the media unit of the
mutual fund company Global Strategy, as well as reporter/editor with The
Canadian Press-Broadcast News and as wire service editor with Standard
Broadcast News. He is a graduate of the University
of Toronto and has a
broadcasting diploma from Centennial
College in Toronto.
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Eleanor Marshall
Eleanor is currently director, financial
planning and analysis in the treasury department at Aliant
Inc. Part of this role is to serve as the senior management
person with direct responsibility for Aliant's pension plans,
including pension fund investment, actuarial valuations, fund
governance and pension accounting. It also includes long-term
financial forecasting, financing planning and valuation support
for corporate M&A activities. Eleanor is both a chartered
accountant and CFA. back
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Claude Maheu
Claude joined the Quebec Pension Plan
in 1981 and is the chief of evaluation. His responsibilities
include the development policy for the Quebec Pension Plan,
the supplemental pension plans and the family allowances.
He is the secretary for the investment policy committee and
develops the financial planning tools for retirement. He graduated
from Laval University with degrees in sociology and economics.
Claude also received diplomas from the Investment Funds Institute
of Canada, the Institut québécois de planification
financière and the École nationale d'administration
publique. back
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Andrée Mayrand
Since June 2001, Andrée has served
as director, investment management at the University of
Montreal Pension Fund. In the preceding 12 years, she held various positions in
the area of pension investment on both the sponsor and consulting
sides. Her investment experience also included serving as
pension and endowment funds board member. Before being involved
in the pension investment area, Andrée worked for the
Economic Council of Canada and the Department of Finance in
Ottawa. She also taught at École des Hautes Études
Commerciales in Montreal. She holds a M.Sc with a specialization
in applied economics. back
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Richard McAloney
Richard is the CEO of the Nova Scotia Association of
Health Organizations Pension Plan. He is also 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 CFA,
certified internal auditor, and chartered accountant designations. back to top
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John McNair
John is manager of investment analytics
at Aurion Capital Management Inc., a firm which manages domestic
institutional portfolios and the overall multi-manager investment
program for the Shell Canada pension fund. He was formerly
an investment analyst with Mercer Investment Consulting. His
areas of responsibility include,
tactical asset mix management, asset/liability management,
investment research and manager selection/oversight for Shell's
DB and DC investment structure. John is currently completing
a M.Sc. in mathematics at McMaster University. back to top
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Shawn Menard
Shawn has been with Russell/Mellon and its predecessor companies
since 1997. As managing director, Russell/Mellon Canada, Shawn
is responsible for all of the firm's Canadian client service
and operations. He also sits on numerous management committees
of Russell Mellon's international practice, ensuring that
Canadian clients' needs are heard. Prior to joining Russell/Mellon
Shawn spent three years with C.I. Fund Management and holds
a BA with degrees in economics and management studies from
the University of Guelph. Shawn is also a CFA and a member
of the Toronto Society of Financial Analysts and the Association
for Investment Management and Research. Shawn has taught at
the University of Guelph on a variety of topics, including
performance analysis and risk management, and has been a speaker
at the ACPM and Canadian Investment Review conferences. back
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Lisa Moen
Lisa is the investment coordinator with the
Saskatchewan Healthcare Employees' Pension Plan (SHEPP). SHEPP is a defined
benefit pension plan with 29,000 active members and approximately $2
billion in assets. She is responsible for the investment management of the
fund. Prior to joining SHEPP she worked in the investment area at the City
of Regina. She completed BA and B.Admin degrees at the University of Regina and also holds the CFA
designation. back to top
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Tricia Moore
Tricia joined Rogers Media in 2001 as conference manager. Currently she
oversees conferences within the Financial and Healthcare Services Group.
She brings to her position more than 20 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. back to top
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John Mulligan
John's responsibilities include cash management, financing, financial risk
management, lender relations and pension fund management. He is a board
member of the Treasury Management Association of Canada. back to top
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Malcolm Mung
Malcolm is the senior analyst at TELUS Corporation,
assisting in the management of its broadly diversified portfolio of
investments ($3.1 billion) for some of the defined benefits plans of the
TELUS group of companies. His responsibilities include private equity
investments, asset mix analysis, manager monitoring, performance/risk
and cost analysis. He holds the CFA designation, a MA in
economics and B.Sc in mathematics from the University of Alberta. He is also a fellow of the Canadian Securities Institute
(FCSI). back to top
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Paul 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 taught extensively in the areas of pensions
and benefit design, administration and governance. He has
a MBA from Queen's University. back to top
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William Pacula
Bill graduated with a BA in Philosophy from Washington College
in 1972 and has 26 years experience working with pension and
other tax-exempt fund sponsors in North America. He joined
the institutional clients department of Baillie Gifford in
2001 as a director and is part of the firm's business development
team based in New York. back to top
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Sébastien Page
Sébastien is vice-president, State Street Associates
in Cambridge. He joined the company as a
research analyst for the development of portfolio tools and investment
strategies. Previously, he worked at the Caisse de Dépôt et Placement du
Québec on asset allocation. He won the first prize in the Montreal Society
of Financial Analysts' contest for his research on Value at Risk, as well
as the Fifth Annual Bernstein Fabozzi/Jacobs Levy award for best article in
2003. He holds a M.Sc in finance from Sherbrooke University, and is a CFA charterholder. back to top
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David Pennycook
David Pennycook is
a managing director for Sceptre Investment Counsel Limited.
He heads the institutional team responsible for marketing
and servicing pension and non-taxable asset management clients.
This role has developed significantly since he joined Sceptre
in 1991. David has 22 years of investment experience. back
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Marc Poupart
Marc is director, pension administration at the Hudson's Bay Company. In this role
he oversees pension plan administration of multiple plans, both DB and DC.
His responsibilities include overseeing pension governance and reporting to
the pension committee of the board of directors and developing
communication and education programs for close to 40,000 members. Marc's
other areas of responsibility include pension and benefit accounting,
senior executive benefits management and taxation advisory. He is a
chartered accountant. back to
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Paul M. Pugh
Paul has extensive experience in managing
investment portfolios and organizations in the insurance,
endowment, mutual fund, and pension areas. Currently, he is
senior vice-president, public investments at OMERS; prior
to joining OMERS, Paul was chief investment officer at Alberta
Revenue. In previous lives he has held senior roles at Prudential
Assurance, Empire Life, and Sun Life as well as being a partner
in an investment management firm. Paul was born and raised
in Montreal and received his B.Sc and MBA
degrees from McGill University. Paul is a CFA charterholder
and is a member and past president and director of the Toronto
Society of Financial Analysts. back
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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. back to top
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John Sinclair
John is currently acting president and
chief executive officer of the New Brunswick Investment Management
Corporation. He has also been the chief investment officer
of the corporation since June 2002. In this role he is responsible
for the overall direction and coordination of the investment
activity. Prior to joining the corporation, he worked in a
number of corporate and structured finance positions with
a well-known global investment bank. He holds both B.Sc and
M.Sc degrees in civil engineering from the University of New Brunswick, and a MBA with distinction
from the Richard Ivey School of Business at the University of Western Ontario. back to top
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Eric Sorensen
Eric Sorensen is Managing Director &
Chief Investment Officer of Structured Equity at Putnam Investments.
He is also President & Chief Executive Officer of PanAgora
Asset Management. Prior to joining Putnam Investments, Dr.
Sorensen was Global Head of Quantitative Research at Salomon
Brothers (now Citigroup). Before his time on Wall Street,
he had a productive period as an academic from 1974 to 1986,
mainly as Professor of Finance and Department Head at the
University of Arizona. Dr. Sorensen's background also includes
a tour as Air Force Officer and jet pilot from 1969-74. back to top
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Bob Swanson
Bob is a vice-president and institutional
portfolio manager with Team Canada at Fidelity Investments.
Prior to joining Fidelity in 1999, Bob worked as a portfolio
manager at Bank of America in Chicago. Bob earned his BS from
Northern Illinois University and his MBA from Northwestern's
Kellogg Graduate School of Business. He is a CFA charterholder
and a member of the Chicago Quantitative Alliance, Boston
Security Analysts Society, and the Institute of Chartered
Financial Analysts. back to top
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Tom Swartzendruber
Tom Swartzendruber
is a sales executive in Vanguard's international department.
He held a variety of positions throughout the organization
prior to his current role, including client relationship management,
technology and general management. Tom joined Vanguard in
1987 after completing a Business of Administration degree
in economics and finance at Temple University. He earned a
MBA at Drexel University. back to top
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Terri Troy
Terri is director of pension and strategic
investments for the Royal Bank of Canada's multinational pension plans.
Her responsibilities include asset mix decisions, investment
manager structures and manager monitoring, performance measurement
and attribution, risk analytics, compliance monitoring and
governance. Terri is chair of PIAC's investment practices
committee and was recently elected to PIAC's board of directors.
She also an active member of the advisory board for the Canadian
Investment Review. back
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Bob VandenBygaart
Bob is a senior analyst at CBC Pension Fund in Ottawa, Ontario.
His roles and responsibilities include managing external manager
mandates, assisting in management of a private equity portfolio
as well as providing global macro-economic analysis for the
Fund. A CFA Charterholder, Bob is a member of the Ottawa Chapter
of Financial Analysts and is a graduate of the University
of Western Ontario. back to top
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Valter Viola
Valter joined the CPP Investment Board in August 2000.
His responsibilities include research to support the development of
investment policies and value-added strategies including risk management.
Prior to joining CPPIB, he spent seven years at the Ontario Teachers'
Pension Plan Board as a director in the research and economics group;
before that, he taught finance and accounting at York University and
Wilfrid Laurier University. He is a chartered accountant and a CFA charterholder. He received a master's of business administration
from the University of Western Ontario and a bachelor's of commerce
from the University of Toronto. back to top
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Gerry Wahl
Gerry is assistant treasurer at Teck
Cominco Limited, with responsibility for pension investment
and management for the firm's Canadian, U.S. and U.K. operations, as well as reclamation
security and financing initiatives. Formerly a Revenue Canada
tax auditor, he has also served as Teck Cominco's coordinator
of tax compliance and controller of the firm's Sullivan Mine,
as well as a director for the College of the Rockies, Fort Steele Historical Society
and East Kootenay Mining Association. back to top
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Michael Walsh
Mike Walsh joined MFC Global
Investment Management in 1998 as vice-president, institutional
investments. Mr. Walsh has over 20 years of diverse portfolio
management experience. Throughout his career, he has focused
on the investment needs of Canadian pension and endowment
funds. At MFC Global his mandate includes client relations,
product development and quality control of all portfolio management
services. He holds an MBA in finance and a BA in economics
from the University of Toronto. back to top
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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 and their pricing and
use by financial institutions for risk management. He has
published many articles on these topics in practitioner and
academic journals. 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. back to top
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Nelson Wicas
Nelson Wicas is a principal in
Vanguard's investment counseling and research department where
he leads a team of research analysts and conducts original
research. Prior to establishing this function for the organization,
Mr. Wicas conducted research to develop quantitative investment
strategies employed in several Vanguard actively managed portfolios
and managed a $500 million portfolio. Mr. Wicas joined Vanguard
in 1992 after completing his PhD in economics at the University
of Pennsylvania. back to top
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Nick Wood
Nick graduated Bachelor of Business
Studies from Massey University, New Zealand in 1994 and joined
Baillie Gifford in 1999. He is a manager in the investment
risk department and is responsible for analysing portfolio
risk and style characteristics, advising on portfolio construction
issues and producing research on investment risk issues. Nick
is a CFA. back to top
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Elizabeth Woodman
Elizabeth is a senior analyst
at the Bank of Canada's financial markets department. Her
work has mainly been related to monitoring and analysis of
domestic and global financial markets, domestic debt operations,
and monetary policy implementation. Recently Elizabeth has
been involved in a bankwide project looking at how to improve
financial data available to researchers working on issues
related to the efficiency of Canadian capital markets. She
is also working on a project investigating the investment
behavior of pension funds from a risk management perspective.
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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. back to top
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Barbara Zvan
Barbara Zvan is currently vice-president
with responsibilities for research and risk at the Ontario
Teachers' Pension Plan Board. Barbara is a Fellow of the Society
of Actuaries and is a member of the Canadian Institute of
Actuaries. She obtained her master's in mathematics from the
University of Waterloo. back to top
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Michael Zych
Mike is managing director of the 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 BComm degree from McMaster University,
an MBA from the University of Toronto and is a CFA. back to top
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