Global Investment Conference Speakers
Nicholas Burns is a former U.S. Under Secretary of State for Political Affairs, a former U.S. Ambassador to Greece and NATO and a former White House Special Assistant. He is currently a Harvard Professor and is seen as one of the most distinguished career diplomats of our time, who served under Democratic and Republican Presidents and offers a bipartisan view of foreign and security affairs and global trends in the 21st century. A preeminent leader, lecturer and writer whose bi-partisan successes have made him one of the most significant voices on globalization, foreign and defense policy, and global strategy today, Nicholas Burns shares powerful insights on America’s future role in international leadership. For nearly three decades, Burns was at the forefront of shaping and articulating the U.S.’s position on the world stage during times of unprecedented crisis and change—from the collapse of the Soviet Union and end of the Cold War to China, India and Brazil’s rise to power. Serving as the State Department’s third highest ranking official (2005–2008), Burns led negotiations on the U.S.-India Civil Nuclear Agreement, negotiated a long-term military assistance agreement with Israel and was the lead U.S. negotiator with China, Russia and Europe on Iran’s nuclear program. Appointed as the U.S. Ambassador to NATO, Burns led key efforts to secure international support for the wars in Iraq and Afghanistan, and while U.S. Ambassador to Greece, played a major role in trade, investment and closer counter-terrorism ties with that country. Burns is currently the Goodman Professor of Diplomacy and International Relations at Harvard’s Kennedy School of Government and is Director of the school’s Future of Diplomacy Project. He is also Director of the Aspen Strategy Group, Senior Counselor at the Cohen Group, and serves on the Board of Directors of Entegris, Inc. Providing audiences with a candid look at American diplomacy in action and what lies ahead for U.S. foreign policy, Burns is a widely sought-after media commentator appearing frequently on PBS, FOX, MSNBC, BBC and CNN, and writes frequently for major international publications on foreign affairs.
Session Speakers and Panelists
Tawhid Ali is a portfolio manager of global, international and European value equities with AllianceBernstein. Ali manages global equities, has been managing European value equities since 2012, and became the division’s director of research in 2008. Ali was previously a research analyst covering retail and leisure stocks in Europe. Prior to joining the firm in 2003, he worked in the New York and London offices of McKinsey as an engagement manager. Ali holds an AB from Harvard University and an MBA from the University of Chicago and is located in London.
Chris Adair is the senior managing director and head of sales, marketing and strategy at Ryan Labs Asset Management. In this role, Adair provides customized comprehensive portfolio solutions, including traditional fixed income, overlay, and tail-hedging solutions. He works closely with clients and plan sponsors focusing on traditional fixed income allocations, opportunistic customized fixed income, de-risking glide paths, pension settlements and terminations. Additionally he works with clients on implementing overlay risk solutions at the portfolio level including tail-hedging solutions, passive and active duration, equity, and currency. Adair has been advising and working with corporations, consultants, hedge funds, pension plans, endowments, and foundations on accessing and managing a variety of market beta risk for 23 years. He holds a B.S. in Finance from Babson College.
Julia Angeles is an investment manager with Baillie Gifford. She holds a Ph.D. in Economics from the University of Aarhus, Denmark and speaks fluent Russian and Danish. Before joining Baillie Gifford in April 2008, Angeles worked as a management consultant at McKinsey & Company advising firms in Denmark, Russia and Hungary. She has been part of different global and regional teams within Baillie Gifford and is currently on the EAFE Alpha Team and a member of the EAFE Alpha and Positive Change Portfolio Construction Groups.
Brian Barbetta is a managing director and global industry analyst with Wellington Management Company LLP’s Technology team. As a long-term investment analyst covering the technology sector, he conducts research on themes and trends that continue to shape our daily lives. From artificial intelligence to self-driving cars to virtual worlds, these innovations will fundamentally change our world. Barbetta joined Wellington Management in 2012, after a summer internship with the firm completing a project on the gaming software industry. Prior to business school, he was a senior analyst at Analysis Group, Inc., where he designed and performed economic and financial analyses for complex business litigation (2006 – 2010). He earned his MBA from the Massachusetts Institute of Technology and holds a B.Sc. from SUNY Buffalo in business administration with a concentration in finance.
Timothy Bellman is managing director and head of global research with the Invesco Real Estate team. Bellman joined Invesco Real Estate’s (IRE) global research team in July 2012 and is responsible for global asset allocation and coordinating the research efforts of the three regional heads of research in North America, Europe and Asia-Pacific. He manages an in-house team of 16 researchers and is based in the Dallas office. Prior to joining IRE, Bellman worked for ING Real Estate Investment Management (INGREIM) for seven years, most recently as the global head of research and strategy and previously as the Asia-Pacific head of research and strategy. In this leading role, he provided strategic guidance to the firm’s global/cross-border clients and funds, and worked both in the Hong Kong and London office. Before INGREIM, Bellman was the regional investment strategist for LaSalle Investment Management and head of research & strategy for Asia-Pacific for Jones Lang LaSalle. Tim spent 16 years in Hong Kong and was the first chairman of the Research Committee of ANREV, the association for non-listed real estate vehicles. Bellman holds an MA from Cambridge University and a MPhil from Reading University in the UK. He is a Member of the Royal Town Planning Institute and a noted author, real estate market commentator and presenter. Bellman has 31 years of real estate experience.
Alan Cauberghs is the head of private assets at Schroders, which involves managing the global Private Asset division of Schroders. He joined Schroders in 2013 and is based in London. He was a senior investment director, fixed income at Schroders Investment Management from 2013 to 2017, which involved representing the global fixed income franchise and managing the global Fixed Income Product Team. He was a founding partner at Serone Capital Management LLP from 2009 to 2013, which involved managing alternative credit solutions, with a focus on structured credit, stressed and distressed debt. Cauberghs was a managing director at Fisher Francis Trees & Watts from 2004 to 2009, which involved managing the London office and being responsible for Client Service and Business Development for EMEA. He was the deputy head of fixed income at Dexia Asset Management from 1998 to 2004, which involved managing the global fixed income business and running macro and credit portfolios. He is a member of the CFA Society of the UK, a CFA Charterholder, has a MA in Financial analysis from ICHEC in Brussels and a MA in Finance from the University of Antwerp (UFSIA).
Bill DeRoche is chief investment officer and portfolio manager at AGFiQ Asset Management. He is one of the co-founders of FFCM. Founded in 2009, FFCM is a Boston-based investor advisory firm founded with a vision to provide investors efficient and inexpensive exposure to investment factors through a family of ETFs and investment strategies otherwise limited to institutional investors. Before founding FFCM, DeRoche was a vice-president at State Street Global Advisors and was the head of the U.S. Enhanced Equities team. His focus was on managing long only and 130/30 US strategies, as well as providing research on SSgA’s stock-ranking models and portfolio construction techniques. Prior to joining SSgA in 2003, he was a quantitative analyst and portfolio manager at Putnam Investments. He has been working in the investment management field since 1995. DeRoche has a Bachelor’s degree in Electrical Engineering from the United States Naval Academy and an MBA from the Amos Tuck School of Business Administration at Dartmouth College. He is a CFA charterholder and holds FINRA licenses 7, 63 and 24. AGFiQ Asset Management (AGFiQ) is a collaboration of investment professionals from Highstreet Asset Management Inc. (HSAM), a Canadian registered portfolio manager, and of FFCM, LLC (FFCM), a U.S. registered adviser. This collaboration makes up the quantitative investment team at AGF.
Jennifer O’Hara Martin
Jennifer O’Hara Martin is a portfolio specialist in the U.S. Equity Division of T. Rowe Price and is a member of the US Structured Research Equity Strategy portfolio oversight team and Global Technology Equity Strategy team. She is a vice-president of T. Rowe Price Group, Inc. and has 22 years of investment experience, 13 of which have been at T. Rowe Price. She joined the firm in 2005 as an equity research analyst covering food retailing and discount stores and had portfolio management responsibilities in the firm’s US Structured Research Equity Strategy. Prior to joining T. Rowe Price, she was an equity research analyst at Northern Trust, following telecommunications and business services companies. Martin was also employed by Merrill Lynch, where she worked as an investment banking analyst. She earned a B.S. in agricultural economics from the University of Illinois at Urbana-Champaign and an M.B.A. from Northwestern University, Kellogg School of Management. She presently serves on the Board of Trustees of the Baltimore Museum of Art.
Josée Mondoux is director of investments for the Canadian Medical Protective Association (CMPA), responsible for the oversight of a $4.8 billion Reserve for Claims. She is a member of senior management and a primary resource within the Association for providing investment related tactical support and strategic guidance to members of senior management, the Investment Committee and Council, including asset class selection, asset–liability modelling, financial risk identification and management, portfolio design and implementation, and investment performance monitoring and reporting. She provides strategic leadership and management to the CMPA’s front office as well as the middle office responsible for the performance and risk functions. Mondoux holds the CFA, CAIA, FMA and FCSI designations.
Jonathan Malawer is managing director at K2 Advisors. He graduated from the University of Maryland in 2002 with a B.S. in Finance and began his investment career at Thomson Financial with their Capital Markets Consulting group where he primarily supported investment banks’ equity and debt capital market desks. In 2004, Malawer worked at General Motors Asset Management as an analyst within their group dedicated to hedge fund investing, where he was first exposed to the ILS (“Insurance Linked Securities”) market while covering multi-strategy hedge funds. Malawer joined K2 in July 2007 and is a co-head of their ILS, commodities and environmental investment strategies. In addition, he is a frequent speaker at ILS industry conferences. Outside K2, he is a board member of University of Maryland Smith School of Business New York alumni chapter. Previously, he was a member of Best Buddies New York Committee and he received his CFA designation in 2006.
Francois Quinty acts as director, investment management for VIA Rail Canada, which operates the national passenger rail service. He oversees the investments of the corporation defined benefit pension plans, supplemental plans, hybrid plan and DC plan with assets totaling $2.4 billion. He is responsible for establishing and implementing the investment policies, the selection and monitoring of external managers, the internal management of a $350M fixed income portfolio as well as for the ongoing reporting to the Investment Committee of the Board. Other responsibilities also include implementing funding policies and involvement in strategic plan design initiatives. He holds a bachelor degree in Finance from the University of Quebec in Montreal and is a CFA charter holder. Prior to joining VIA Rail, Quinty has held various investment related positions at Laurentian Bank of Canada and State Street.
Andy Rothman is an investment strategist at Matthews Asia. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. In addition, Rothman plays a key role in communicating to clients and the media the firm’s perspectives and latest insights into China and the greater Asia region. Prior to joining Matthews Asia in 2014, he spent 14 years as CLSA’s China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients. Previously, he spent 17 years in the U.S. Foreign Service, with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. embassy in Beijing. In total, Rothman has lived and worked in China for more than 20 years. He earned an M.A. in public administration from the Lyndon B. Johnson School of Public Affairs and a B.A. from Colgate University. He is a proficient Mandarin speaker.
Steve Sexauer is the chief investment officer of San Diego County Employees Retirement Association (SDCERA). He is responsible for managing SDCERA’s investments, which total over $10 billion, and advising the Board of Retirement on the Trust Fund’s investment policy, strategy and asset allocation. Prior to joining SDCERA in 2015, he worked at Allianz Global Investors managing over $7 billion in multi-asset institutional portfolios and retirement income solutions. He has co-authored papers on retirement portfolios published in The Financial Analysts Journal, The Institutional Investor Journal of Retirement and The Retirement Management Journal. He has a Master of Business Administration in Economics and Finance from the University of Chicago and a Bachelor of Science in Economics from the University of Illinois.
Rajiv Silgardo is president and CEO of UBC Investment Management Trust. He has more than 30 years of experience in the investment industry as a senior executive and in the area of quantitative asset management. Prior to joining UBC Investment Management Trust in December 2016, Silgardo was Co-CEO of BMO Global Asset Management. After joining the Bank of Montreal in 2009, he helped establish and grow BMO GAM from approximately $50 billion in assets under management to over $300 billion. Before BMO, Silgardo spent 14 years with Barclays Global Investors (BGI). With $2.2 trillion in assets under management, BGI was the world’s largest and pre-eminent investment firm. His most recent position at BGI was as president and CEO in Canada. He is a past member of the TSX Trading Advisory Committee and of the Board of Governors of the Bishop Strachan School in Toronto. He has also served on the Advisory Board at The Ted Rogers School of Business at Ryerson University and the Board of Directors of CETFA (Canada Exchange Traded Fund Association).
Christian Stracke is a managing director in the Newport Beach office, global head of the credit research group, and co-head of PIMCO’s BRAVO opportunistic private strategies complex. The credit research group covers all levels of the debt capital structure for targeted industries, including investment grade and high yield bonds, bank debt and convertibles. Stracke is also a senior portfolio manager across PIMCO’s suite of private credit strategies, investing across mortgage, real estate, specialty financials, corporate special situations, and performing private corporate credit. In addition to his portfolio management responsibilities, he sits on the firm’s Executive Committee. Prior to joining PIMCO in 2008, he was a senior credit strategist at CreditSights and also held positions as head of Latin America fixed income strategy with Commerzbank Securities and head of Latin America local markets strategy with Deutsche Bank. He has 20 years of investment experience and holds an undergraduate degree from the University of Chicago. He is also a returned Peace Corps volunteer, having served as an agroforestry extension agent in Mauritania, West Africa.
Heather Wolfe is senior managing director, head of business development and client relationships, Sun Life Institutional Investments (Canada) Inc. She is responsible for achieving Sun Life Institutional Investments (Canada) Inc.’s sales targets and delivering excellent client service. She also works closely with Bentall Kennedy and the Defined Benefit (DB) Solutions team to coordinate our client-facing activities in the marketplace. Wolfe joined Sun Life in 2011 to help grow the DB Solutions business as managing director, client relationships, leading the sales, service and marketing teams for DB Solutions until the end of 2017. In 2018, she took on the role of managing director, LDI Strategy, where she was responsible for creating and selling customized investment solutions to Canadian institutional investors. Through both roles, she has worked closely with Sun Life Investment Management, including Sun Life Institutional Investments (Canada) Inc. to meet the needs of Canadian institutional investors. Prior to joining Sun Life, she held senior roles at TD Bank (AVP, retirement and savings plans) and Mercer (consulting actuary). She holds a Bachelor of Science degree from the University of Toronto and is a qualified actuary in the U.K., Canada and the U.S.
Catherine Yeung is an investment director for Fidelity International and is based in Hong Kong working within the investment team and with the Portfolio Managers. She is responsible for product management and communication of Fidelity’s equity investment capabilities across the region. Yeung joined Fidelity in 2006 and has accumulated over 21 years of experience working in the investment industry. Prior to joining Fidelity, she spent five years at BT Financial Group in Sydney, Australia, three of which was the Assistant Portfolio Manager, managing BT’s Diversified Funds. During 1995 to 1999, Yeung was a Futures Broker at Bankers Trust Australia and United Capital Securities in Sydney, Australia, where she was responsible for broking 3 and 10 year bond futures. She also spent two years working in the media industry. Yeung holds a Master of Commerce degree and Bachelor of Arts degree from the University of Sydney, Australia and holds an Investment Management Certificate.
For more information, contact Jennifer Hughey Conference Editor.