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• James Alder
James
is a manager within Alberta Investment Management’s (AIM) Fund
Management Group. AIM is the investment operations group of Alberta Finance,
which manages approximately $40 billion in balanced assets for various
Alberta public sector pension plans and endowments. The Fund Management
Group is primarily responsible for asset allocation advice and investment
policy design for internal investment clients. James has a Bachelor of
Commerce degree from UBC, and is currently working towards his MBA from
Queen’s University. James is also a CFA Charterholder.
back to top
• Tanya Amaya
Tanya is
an assistant vice-president at The Bank of New York and leads the
Institutional Investor Access team within the Global Capital Markets
group. Her previous experience includes marketing at the independent
research firm IRG Research and Japanese equity sales at Merrill Lynch.
She received a bachelor of arts degree from Boston University. back to top
• Daniel Apel
Dan is head of Business and
Administration Partnering and CFO of Bayer Inc. He is also the senior
Finance and Administrative representative for Bayer in Canada. Business
and Administration Partnering encompasses the functions of accounting,
controlling, finance, information technology, human resources, legal,
public policy and communications. Prior to taking on his current role,
Dan was in Germany with Bayer A.G. and managed the region North America
as it relates to Enterprise Accounting and Reporting.
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• Martin Belanger
Martin is
associate director, Human Resources at the University of Western Ontario,
where he oversees the staff and faculty retirement plans. His
responsibilities include monitoring the plans investment options,
developing governance policies and reporting to the pension board.
Previously, he worked at the London Life Insurance Company where he was
responsible for asset allocation and investment manager monitoring. He
holds a master’s degree in science from HEC Montreal,
is a CFA charter-holder and is a fellow of both the Canadian Institute of
Actuaries and the Society of Actuaries. back to top
•
Don is editor
of Benefit Canada and provides
overall editorial direction on Benefits Canada, Canadian
Healthcare Manager and Gestion Santé magazines.
Don joined the Rogers Publishing Healthcare and Financial Services
Group in April 2000 and has led the editorial team at Canadian Healthcare Manager
magazine for the past four years. He holds a master’s of journalism
degree from Carleton University and a bachelor of arts degree from the
University of Waterloo. back to top
• Leo de Bever
Leo
is executive vice-president, global investment management, responsible
for building MFC Global’s asset management business both in Canada and abroad. He is
also responsible for the management of MFC Global’s North American
equity and alternative asset investments including structured debt
products, real estate, oil and gas, and timber and agriculture. Before
joining MFC Global, Leo was senior vice-president, research and economics
for the Ontario Teachers’ Pension Plan. Leo’s educational
background includes a BA in economics from the University of Oregon, and both an MA and a PhD in economics
from the University of Wisconsin. back to top
• Dexton Blackstock
Dexton is vice-president and director at State Street Global Markets
Canada Inc. He joined the firm in 2000. Dexton
is responsible for delivering State Street research and trading products
to the asset owner community in Canada. In addition to his primary role,
he oversees the transition management business as well as assisting in
the analysis of the investment portfolios. Dexton
brings over 10 years capital markets experience to SSGM. Dexton holds a bachelor of commerce degree from the
University of Calgary and is currently a member of the Toronto Society of
Financial Analysts and the CFA Institute. back to top
• Steve Bonnar
Steve is a principal in the Toronto
office. He has an extensive background in actuarial and employee benefit
consulting, having assisted a variety of employers in the design,
administration, communication, financing and investment of their pension
plans. Since mid-2002, Steve has been responsible for managing large
client relationships and for Retirement Financial Management in Canada.
Most recently he has co-authored Towers Perrin’s White Paper on how
to rejuvenate Canada’s pension system to accommodate the realities
of the 21st Century. Steve is a fellow of both the Canadian Institute of
Actuaries and the Society of Actuaries and has his CFA designation. back to top
• Andrew Branion
Andrew is a director in the
Capital Markets Group at Scotia Capital. His responsibilities include
providing structured derivative solutions to Canadian Institutional
Investors. Andrew joined Scotia Capital in 1997, after having worked at
the Bank of Canada, and has a MBA (finance) from the University of Toronto. back to top
• Horace “Woody” Brock
Holder of five academic degrees, Dr. Horace “Woody ” Brock earned his B.A., M.B.A., and M.S.
from Harvard University, and his M.A. and Ph.D. from Princeton University
(mathematical economics and political philosophy). He was elected an
Andrew Mellon Foundation Bicentennial Fellow in 1976. Dr. Brock studied
under Kenneth J. Arrow, Professor of Economics, and John C. Harsanyi, Professor of Economics, University of
California, Berkeley, both winners of the Nobel Prize in Economics.
Dr. Brock
founded SED in 1985, and in doing so was sponsored by Fidelity Corp, GE
Capital, IBM Pension Fund and twenty other institutions looking for a
much deeper level of analysis of interest rates and the economy. back to top
• 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
• Andrew Carrington
Andrew is vice-president with
State Street Global Markets. back to top
• Frederick Castonguay
Frederick is Manager,
Pension Fund Investments with Abitibi-Consolidated.
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• Julie Cays
Julie Cays is
director, Investments and chief investment officer at the CAAT Pension
Plan. She has 24 years of capital markets and pension investment
experience, most recently having spent almost five years at HOOPP. Julie
is an active member of the Pension Investment Association of Canada. She
received her bachelor of arts degree in economics from the University of
Waterloo and has her Chartered Financial Analyst designation. back to top
• Sylvie Charest
Sylvie is the vice-president
of Global Pensions and Benefits for Manulife Financial. back to top
• Jamie Colliver
Jamie is
responsible for institutional marketing and business development
for Putnam Investments in Canada. Jamie has
over thirty years experience in the financial services
industry. His previous experience included president and head of
Sales and Distribution for a Canadian mutual fund company and prior to
that managing director and Global Head of Fixed Income Sales and
Marketing for Scotia Capital Markets in Toronto. Jamie has an
Investment Counsellor/Portfolio Management
registration as well as numerous other industry designations. He
sits on the Canadian Investment Review Advisory Board and is a graduate
of the University of Western Ontario. back to top
• Stephen Cotsman
Stephen has held the position of
managing director and chief executive officer, CBC Pension Plan since
1995. Prior to managing the Pension Plan, Stephen was vice-president,
Finance and Administration (chief financial officer) of the CBC for nine
years. Previous employment included seven years at the Federal Department
of Indian Affairs and Northern Development and five years at Public Works
Canada. Stephen has a bachelor degree of economics and a master’s
degree of business administration in finance, both from the University of
British Columbia. back to top
• Nicole Coulter
Nicole
is a pension Analyst, working as one of two analysts, on the investment
side of the Bell Aliant Regional Communications Income Fund
pension plan.
Nicole has five years of experience in the financial industry, including
two years’ experience in the institutional pension area. back to top
• Jim Davis
Jim is vice-
president in Dimensional’s research
group. Jim has done substantial research into the sources of risk and
return, including writing an important historical study with Eugene F. Fama and Kenneth R. French, "Characteristics, Covariances, and Average Returns: 1929 to 1997,"
Journal of Finance (2000). This influential study extended the Fama/French value database back to the 1920s,
solidifying Dimensional’s knowledge and
analysis of risk factors and returns. Jim holds a doctorate of philosophy
from the University of Illinois, a master’s degree of business
administration from DePaul University and a degree in finance from
Oklahoma State University. back
to top
• Ian Dickson
Ian
is the director, Investment Manager Relations for the Colleges of Applied
Arts & Technology Pension Plan. He has an honours bachelor of
Commerce degree and is a Certified General Accountant. back to top
• Anca Drexler
Anca
is a managing director of Investment Operations, Research and Risk at OPTrust, one of Canada’s largest public pension
plans. Her responsibilities include recommending an asset mix and
researching new investment ideas or strategies with the goal of improving
the Fund’s risk/return profile or the efficiency of the management
of the Fund’s assets as well as measuring, monitoring and managing
the investment risk in the Fund based on targeted risk levels approved by
the Fund’s Board of Trustees. Anca has a master’s degree in
quantitative finance and statistics from the University of Waterloo and
also holds the CFA designation. back to top
• Paul Fahey
Paul is a managing
partner and fixed income portfolio manager at Aurion
Capital. He currently manages the real return bond portion of the Shell
Canada pension fund, and is involved in strategic asset allocation of the
funds assets. He has been an active participant on boards and committees
of the Toronto CFA Society, the CFA Institute, and is Aurion’s
representative to the Canadian Coalition for Good Governance.
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• Dan Foster
As the pension fund manager
for the United Church of Canada, Dan is the primary interface between the
external investment managers and custodians, the investment committee and
the United Church. Dan is a chartered accountant with 25 years experience
in public accounting prior to coming to the United Church Pension Plan.
He is currently a member of PIAC and was a panelist on the topic of
active versus passive institutional investing at the 2003 Canada Cup of
Indexing in Montreal. He has a bachelor’s degree in commerce from
the University of Toronto. back to top
• Mihail Garchev
Mihail is an analyst, Public Markets at the Public Sector Pension
Investment Board (“PSP Investments”). Mihail
took part in the recent review of the policy portfolio and provided
research on asset classes and liabilities profiles of the plans under
management. Prior to PSP, Mihail worked for an
Eastern European financial institution which was managing assets for
several local pension funds and insurance companies. PSPIB is a crown
corporation established by Parliament by the Public Sector Pension
Investment Board Act, which manages employer and employee contributions
made after April 1, 2000 to the federal Public Service, the Canadian
Forces and the RCMP pension funds. back to top
• Mathieu Goulet
Mathieu is a financial
analyst with the Laval University Pension Fund where he has worked for
the past five years. His responsibilities include manager selection and
monitoring as well as performance analysis and research. Prior to that,
he was a derivatives trader for the ministry of Finance of Quebec. He
holds a master’s degree in finance and is a CFA Charterholder. back to top
• Jennifer Grabmann
Jennifer is an investment
research officer with the Nova Scotia Pension Agency. She is one of
two research officers working in the Investment Strategies Area. Her
responsibilities include recommendations on investments and asset mixes
that possess the appropriate risk/return profiles for the Funds; portflio optimization; manager research and
selection; and is currently involved in the creation and implemention of the Agency's risk management
framework. Jennifer has a bachelor of science degree in Economics and a
master’s degree of business administration in Finance from Dalhouse University. In addition, Jennifer holds the
Chartered Financial Analyst designation. back to top
• Bruce Grantier
Bruce
is the managing director, pension assets for Scotiabank.
His pension asset responsibilities at Scotiabank
that include investment policy and manager selection for Canadian, U.K.,
U.S., and other plans. He serves on volunteer investment advisory boards
including Queen's University, Brandes
Institute, and the Toronto Archdiocese. back to top
• Sterling
Gunn
Sterling
is responsible for supporting total fund risk management, including
asset-liability management, investment policies and risk and performance
measurement methodologies. Sterling is a senior finance and risk
management professional with over 12 years of experience in capital,
credit and energy markets. Prior to joining the CPP Investment Board,
Sterling was a manager at Ontario Power Generation and prior to that
spent nine years with CIBC. Sterling holds a master’s
degree of business administration from the University of Toronto, a master’s
degree
in experimental space science from York University and a bachelor
of science degree
in physics and applied mathematics from the University of Toronto. back to top
• Peter W. Hallett
A regional director
for DFA Canada’s institutional client services, Peter provides
investment services and consulting to public and private pension plans as
well as larger foundations and endowments. Peter joins Dimensional
following nine years as a senior investment and business development
consultant for Towers Perrin and two years in a similar role with COMSTAT
Capital Sciences. A CFA Charterholder, Peter earned a master’s
degree in business administration in finance and investments from York
University in 1993 and a bachelor’s degree in management economics
from the University of Guelph in 1985. back to top
• Paul Halpern
Paul is a professor of
finance and the Toronto Stock Exchange chair in capital markets at the Rotman School of Management, University of Toronto. He is chair of the advisory board of Canadian Investment Review and the associate
director of the Capital Markets Institute at the University of Toronto. He received his doctorate 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
• Lynn Hannah
Lynn
is manager, Policy and Client Services with British
Columbia Investment Management Corporation. back to top
• Jeff Horbal
Jeff is
vice-president, Relationship Management at Fidelity Investments Canada.
Jeff oversees client service for Fidelity’s
institutional/retirement accounts in Canada. Since joining Fidelity in
1998, Jeff has worked with Fidelity’s investment, legal, trust, and
product development groups worldwide, in order to make the firm’s
well-established defined benefit disciplines available to Canadian plan
sponsors. Jeff has 17 years of industry experience in institutional
equity trading, corporate finance, personal financial planning and mutual
funds. back to top
• Melissa Horwood
Melissa joined Rogers Media in 2002 as conference co-ordinator and has recently been appointed to
conference planner. She brings to her position wide-ranging
organizational and project management skills including a diploma in
marketing communications and advertising media. Melissa currently manages
eight annual conferences for Benefits Canada, Canadian Investment Review
and Canadian Healthcare Manager magazines as well as additional events
for the Financial Services Group. back to top
• Jim Hoult
Jim is the senior financial
analyst in Stelco Inc.’s law and pension
investments department. His responsibilities related to Stelco’s many defined benefit pension plans
include developing plan structure encompassing investment policy, asset
allocation and portfolio manager decisions, as well as overall plan
monitoring of manager and total fund performance, compliance and
governance. Jim joined Stelco in February 1979
after having obtained a bachelor of commerce in accounting at Concordia
University in Montreal. back
to top
• Nikki Keating
Nikki joined Aliant in 2001 and since that time has worked
primarily in the pension area dealing with matters related to investment
policy, funding and accounting. Nikki is currently a senior financial
analyst and holds both CA and CFA designations. back to top
• Henry Kim
Henry is
the director of Investment Finance at Canada Pension Plan Investment
Board. He is responsible for building and maintaining the infrastructure
supporting the trading operations, establishing and maintaining controls
and safeguards for the assets, measuring and analyzing risk and
performance for the fund. Prior to joining the CPP Investment Board,
Henry was at OMERS and previous to that was with the Assurance and
Advisory Services group of Deloitte and Touche.
He holds a master’s degree of business administration from the
University of Toronto and is a Chartered Accountant. back to top
• George Klar
George is vice-president and
executive director, institutional sales, for MFC Global Investment
Management. George is responsible for business development with Canadian
pension plans and other institutional investors. George joined MFC Global
in January 2005, with over 24 years of experience in institutional
investment management. George’s educational background includes a
bachelor of science degree from the University of Toronto, a
master’s of business administration from York University and he
holds the Chartered Financial Analyst designation. back to top
• Mark Kritzman
Mark
is managing partner of Windham Capital Management Boston, LLC and a
senior partner of State Street Associates. He is the research director of
AIMR’s Research Foundation and a director
of the Institute for Quantitative Research in Finance and the
International Securities Exchange. He also serves on the editorial boards
of the Financial Analysts Journal, the Journal of Alternative Investments
and the Journal of Derivatives. In 1993 he received a Graham and Dodd
Award in recognition of an outstanding feature article in the Financial
Analysts Journal, and in 1997 he received the Inquire Europe 1997 first
prize for his research. back to top
• 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
• Ted Leonard
Ted is the director of
finance at the IESO and is responsible for all financial aspects of the
corporation, including many fiduciary responsibilities for the pension plan,
accounting and reporting, treasury, procurement, taxation and planning
and forecasting. As well, Ted oversees the cash management, credit
monitoring and invoicing aspects of the wholesale electricity market in
Ontario. Ted is a member of the IESO’s Pension
Management Committee – the management committee that oversees the IESO’s defined benefit plan. Ted is a Chartered
Accountant and holds an honours bachelor of commerce degree from
Laurentian University. back to top
• 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 27 years financial
services experience, including 19 years with CIBC World Markets and CIBC
Mellon. back to top
• 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. | 
