NID 2017 - SPEAKERS

CEO Roundtable
Patricia Croft, Vice Chair, Ontario Pension Board & Board Member, Ontario Teachers' Pension Plan
Derek W. Dobson, CEO & Plan Manager, College of Applied Art and Technology Pension Plan (CAAT)
Mark Fuller, President & CEO, Ontario Pension Board (OPB)
Jim Keohane, President & CEO, Healthcare of Ontario Pension Plan (HOOPP)
Hugh O'Reilly, President & CEO, OPSEU Pension Trust

Patricia Croft, Vice Chair, Ontario Pension Board & Board Member, Ontario Teachers' Pension Plan
Patti Croft is Chair of the Investment Committee and Vice Chair of the Ontario Pension Board (OPB), the administrator of the $25 billion Public Sector Pension Plan (PSPP). The plan has over 80K members and pensioners. She was appointed in 2013. In 2016 she was appointed as a Board member of the Ontario Teachers' Pension Plan (OTPP) and a member of the Audit and Governance Committees. OTPP is Canada's largest single profession pension plan with $175 billion in assets, 182K members and 136K pensioners. She is a past Board member of the Boilermakers' National Pension Plan (Canada). Before retiring in 2010, Patti worked for 30 years in the financial services industry, most recently as Chief Economist of RBC Global Asset Management. She worked with large institutional pension clients and focused on the implications of the global macro economic outlook on asset allocation strategies. She is a graduate of the University of Toronto with a BA in Economics and has completed the Director Education Program (Rotman School of Business) at the Institute of Corporate Directors.

Derek W. Dobson, CEO & Plan Manager, College of Art and Technology Pension Plan (CAAT)
Derek is a tireless advocate for shared-risk defined benefit (DB) pension plans and is dedicated to providing pension benefit security to the college sector in Ontario, Canada.
Created at the same time as the Ontario college system in 1967, the CAAT Pension Plan assumed its current jointly sponsored governance structure in 1995. The CAAT Plan is a modern DB pension plan with equal cost sharing. Decisions about benefits, contributions, and investment risk are also shared equally by members and employers.
The CAAT Plan has assets of $8.6 billion and serves over 43,000 members from the college system. In its valuation as at January 1, 2016, the CAAT Plan is 110.4% funded on a going-concern basis with a funding reserve of $1.2 billion. The CAAT Plan’s well-diversified investment portfolio has earned a 5-year average annual rate of return of 9.6%, net of investment management fees.
During the past few years, the CAAT Plan has been in discussions with DB, defined contribution (DC) and hybrid single employer pension plans in Ontario’s broader public sector interested in joining with the CAAT Plan. The Royal Ontario Museum (ROM) pension plan recently merged with the CAAT Plan. Such mergers would benefit all stakeholders concerned by creating predictable costs and more secure benefits at a lower risk.
The CAAT Plan is securing benefits by employing prudent and realistic actuarial assumptions, and is guided by a balanced funding policy.
Derek joined the CAAT Plan as CEO & Plan Manager in 2009 and has used his more than 20 years of pension experience to build an organization that is today fully funded and recognized for its good governance and risk management practices, and solid investment performance.
He has an undergraduate degree in mathematics from the University of Waterloo, and is an Associate of the Society of Actuaries. Derek is Co-Chair of the Canadian Public Pension Leadership Council (CPPLC) and a member on the ACPM (Association of Canadian Pension Management) Board of Directors.

Mark Fuller, President & CEO, Ontario Pension Board (OPB)
Mark J. Fuller is the President and Chief Executive Officer of Ontario Pension Board (OPB), the administrator of the $23-billion Ontario Public Service Pension Plan (PSPP). The PSPP is the pension plan for certain employees of the Province of Ontario and its agencies, boards and commissions and is the ninth largest pension plan, by assets, in Canada. The membership includes approximately 84,000 members and pensioners. Prior to joining OPB in 1999, Mr. Fuller was a partner at a national business law firm where his practice included acting on acquisitions and divestitures and advising boards of directors and senior managers on a wide variety of corporate and commercial matters. He was OPB’s primary external counsel between 1993 and 1999. Mr. Fuller is a member of the Board of Directors and the Human Resources (Chair), Capital and Risk Management, and Conduct Review Committees of The Empire Life Insurance Company. He is a Director of Labrador Iron Ore Royalty Corporation. Mr. Fuller is also Chair of the Investment Advisory Committee to The Public Guardian and Trustee of Ontario.
Mr. Fuller received his LLB from the University of Western Ontario in 1983 and was called to the Ontario bar in 1985.

Jim Keohane, President & CEO, Healthcare of Ontario Pension Plan (HOOPP)
Jim Keohane is President & CEO of Healthcare of Ontario Pension Plan (HOOPP).
As President & CEO, Mr. Keohane is responsible for the overall leadership and management of the organization, as well as for developing, implementing and overseeing - in consultation with HOOPP’s Board of Trustees - performance measurement programs, long-term strategies and annual work plans to ensure the organization meets the needs of Plan beneficiaries.
After completing his Bachelor of Science degree at the University of Ottawa, Mr. Keohane obtained his MBA at Queen's University. He is a Chartered Financial Analyst and has completed the Directors Education Program (Rotman School of Business) at the Institute of Corporate Directors.
Mr. Keohane is Chair of the investment committee of Queen’s University[i], member of the Board of Queen’s University, and board member of the Canadian Coalition for Good Governance. Mr. Keohane was selected as a member of the Ontario Technical Advisory Panel on Retirement Income Security. He is also a volunteer with United Way Toronto & York Region and a member of the 2015 and 2016 United Way Campaign Cabinet.

[i] effective June 1, 2016

Hugh O'Reilly, President & CEO, OPSEU Pension Trust
Hugh O’Reilly is President and CEO of OPTrust with responsibility for all of the organization’s operations, overseeing management of the pension fund’s $18.4 billion in assets and pension plan administration.
Hugh is one of Canada’s foremost pension experts with extensive expertise in the operation and governance of jointly-sponsored pension plans. Before joining OPTrust, Hugh led the Pension Benefits and Insolvency Practice at Cavalluzzo Shilton McIntyre Cornish LLP.
During his career, Hugh also served as senior policy advisor and Chief of Staff to a cabinet minister in the Ontario government, held the role of Senior Counsel at Canada Trust and practiced law as an associate lawyer at Oslers and a partner at Torys in Toronto.
He is a member of the TMX Advancing Innovation Roundtable and the editorial advisory board of Benefits and Pensions Monitor.
In 2016, he was the recipient of the Industry Leadership Award from the Benefits Canada Workplace Benefits Awards and was also named to the Wealth Professional Magazine 2016 Hot List.

Featured Speakers
Paul Ferley, Assistant Chief Economist, RBC
Dennis P. Lockhart, Former President & CEO, Federal Reserve Bank of Atlanta

F.L. (Ted) Morton, Senior Fellow, School of Public Policy, University of Calgary, Former Alberta Minister of Energy and Minister of Finance
Finn Poschmann, President and CEO, Atlantic Provinces Economic Council (APEC)
Sunil Sabharwal, US Alternate Executive Director, International Monetary Fund

Paul Ferley, Assistant Chief Economist, RBC
As Assistant Chief Economist, Paul is responsible for the analysis and forecasting of macroeconomic and financial market developments in Canada, the United States and key overseas economies and is a regular contributor to a number of RBC publications.
A graduate of Queen’s University and the University of Manitoba, Paul joined the Economics Department of RBC in 2007 after working for twenty years at another major financial institution where he was responsible for generating the macroeconomic outlook for the United States, Canada and Canadian regional economies. Paul started his professional career as an economist in the Research Department at the Bank of Canada.
Paul is a member of the Economic Policy Committee of the Canadian Chamber of Commerce and former member on the Editorial Board of Canadian Public Policy/Analyse de politiques. Paul is also Past President and Director of the Toronto Association of Business and Economics (TABE).

Dennis P. Lockhart, Former President & CEO, Federal Reserve Bank of Atlanta
Dennis P. Lockhart took office March 1, 2007, as the 14th president and chief executive officer of the Federal Reserve Bank of Atlanta. Facing mandatory retirement age, Mr. Lockhart stepped down from the position in February 2017. In this role, Mr. Lockhart was responsible for all the Bank's activities, including monetary policy, bank supervision and regulation, and payment services. In addition, he served on the Federal Reserve's chief monetary policy body, the Federal Open Market Committee (FOMC).
From 2003 to 2007, Mr. Lockhart served on the faculty of Georgetown University's School of Foreign Service. He also was an adjunct professor at Johns Hopkins University's School of Advanced International Studies.
From 2002 to 2007, he served as chairman of the Small Enterprise Assistance Funds, a sponsor and operator of emerging markets venture capital and private equity funds. From 2001 to 2003, Mr. Lockhart was managing partner at the private equity firm Zephyr Management LP, based in New York with activity in Africa and Latin America.
Previously Mr. Lockhart held various senior positions, both international and domestic, with Heller Financial and Citicorp/Citibank (now Citigroup).
Mr. Lockhart serves as a director of the Metro Atlanta Chamber of Commerce and the Commerce Club and is past chair of the World Affairs Council of Atlanta, the Midtown Alliance, and the Carter Center's Board of Councilors. He is a trustee of the Georgia Research Alliance and serves on the advisory board of the Andrew Young School of Policy Studies at Georgia State University.
He earned a bachelor of arts in political science and economics from Stanford University in 1968 and a master's in international economics and American foreign policy from the Johns Hopkins University School of Advanced International Studies in 1971. He also attended the Senior Executive Program at MIT, Sloan School of Management, in 1994. In 2012, he was awarded an honorary doctoral degree by Georgia State University. He served as an officer in the U.S. Marine Corps Reserve from 1968 to 1974.
The Federal Reserve Bank of Atlanta serves the Sixth Federal Reserve District, which covers Alabama, Florida, and Georgia, and parts of Louisiana, Mississippi, and Tennessee. The Bank has branches in Birmingham, Jacksonville, Miami, Nashville, and New Orleans.

F.L. (Ted) Morton, Senior Fellow, School of Public Policy, University of Calgary, Former Alberta Minister of Energy and Minister of Finance
Frederick (Ted) Morton was the Former Minister of Energy and Minister of Finance for Government of Alberta, 2010-12; Minister of Sustainable Resources Development, 2006-10 and Cabinet Minister/Treasury Board, 2006-12. He currently teaches graduate and undergraduate courses on Alberta Energy Politics at University of Calgary and School of Public Policy. Ted is a regular OpEd contributor to the National Post, Globe and Mail, and Calgary Herald on energy-related topics. He also speaks regularly on BNN and local Alberta television and radio. Ted is the Director of a junior oil and gas company--Yangarra Resources as well as a Board Member, Alberta Land Institute, University of Alberta and Board of Governors of the Council of Canadian Academies from 2013-2016. Over the past two years he has consulted with dozens of clients in Toronto, New York, Chicago, Houston and Boston on the Canadian energy sector and policy-risks posed by new governments in Ottawa, Edmonton and now Washington, D.C. Education: B.A. Colorado College (Phi Beta Kappa) and M.A. and Ph.D. (Political Economy) University of Toronto. Ted has been a Professor at the University of Calgary since 1981 and is a visiting professor at universities in the United States, France, Australia and Quebec.

Finn Poschmann, President and CEO, Atlantic Provinces Economic Council (APEC)
Finn Poschmann joined APEC as President and CEO in September 2015 after 17 years with the C.D Howe Institute, serving most recently as Vice President, Policy Analysis. He has worked in numerous areas within economics, including public finance and taxation, financial services and housing finance, federal-provincial relations, and competition law and regulatory policy. An award winning author, Mr. Poschmann has written or co-authored more than 50 peer reviewed studies, and penned countless columns for the National Post and The Globe and Mail. He has served on the Federal Advisory Panel on Canada's System of International Taxation.

Sunil Sabharwal, US Alternate Executive Director, International Monetary Fund
Mr. Sabharwal is an independent business investor whose 25+-year career in international finance has encompassed both the private and public sectors. He was nominated by President Obama to be the US Alternate Executive Director to the International Monetary Fund (IMF) and was recently confirmed by the US Senate.
Mr. Sabharwal began his financial services career with Coopers & Lybrand in 1990. In 1992, he joined the European Bank for Reconstruction and Development to establish its office in Budapest, Hungary and subsequently returned to the EBRD headquarters in London, where he was a principal banker in its financial institution team.
Subsequently, Mr. Sabharwal joined GE Equity, the private equity business of GE Capital where he held a number of positions, the most recent one being Managing Director of its Financial Services and Healthcare investing unit. During his career at GE Capital he played a critical role on GE’s equity team, completed 11 investments, and served on six boards.
Sunil joined First Data Corporation/Western Union in 2003 where he established the firm’s international strategic investment group presence in Paris.
He initiated his independent investing and advising activities in 2006 whereby he advises and co-invests with leading private equity funds, such as Warburg Pincus, Summit Partners and CVC Capital Partners. He served as Chairman of the Board of Ogone, the leading European Internet payment gateway that was backed by Summit Partners until its sale to Ingenico. He was also the Chair of the Global Advisory Board of Skrill, a leading online payment company - majority owned by CVC Capital Partners - until its recent sale to Optimal Payments.
Mr. Sabharwal has also been active on the civic front, especially on the sports side. He has been member of the International Olympic Committee’s commission on Sustainability & Legacy since 2000, and has been present at all Summer, Winter & Youth Olympic Games since 2000. He was Chief of Mission of the US Olympic Fencing Team in Beijing 2008, the most successful US Olympic Fencing team to date, bringing home 6 medals.

Industry Experts

Adam Bomers, Portfolio Manager & Director, Scotia Institutional Asset Management
Reginald Browne, Senior Managing Director – ETF Trading, Cantor Fitzgerald & Co.
Alan Cauberghs, Senior Investment Director, Fixed Income, Schroders

Heather Cooke, Deputy Chief Investment Officer, Canada, Fiera Capital Corporation
Tom Coutts, Partner, Baillie Gifford
Bobby Eng, Vice President, State Street Global Advisors, Ltd. & Head, SPDR ETF Business Development for Canada
Deborah Frame, President & CIO, Frame Global Asset Management
Jennifer Hartviksen, Senior Portfolio Manager, Global High Yield Head of Canada Fixed Income
James Hughes, Head of Aberdeen Solutions, Aberdeen Asset Management
Ela Karahasanoglu, Vice President, Investments & Multi-Asset Strategies, Workplace Safety & Insurance Board (WSIB)
Alfred Lee, Portfolio Manager & Investment Strategist, Vice President, BMO ETFs, BMO Global Asset Management
David Murray, Senior Associate Portfolio Manager – Public Market Investments, Ontario Pension Board
Fabien Pavlowsky, Head of U.S. Product Development, Lyxor Asset Management
Marlene Puffer, Partner, Alignvest
Tom Record, Head of Global Equities, Majedie Asset Management
Chris Romano, Director of Research, ETF Global
Jeffrey J. Sherman, Deputy Chief Investment Officer, DoubleLine
Jérôme Teiletche, Ph.D., Head of Cross Asset Solutions, Unigestion
Miville Tremblay, Director, Senior Representative, Bank of Canada

Nelson Yu, Portfolio Manager & Head of Quantitative Research — Equities, AllianceBernstein

Adam Bomers, Portfolio Manager & Director, Scotia Institutional Asset Management
Adam Bomers is a Director and Portfolio Manager on the Investment Solutions team where he manages investment research on traditional and alternative asset classes, including multi-manager structure design, manager research and selection in recommendations for DB and DC pension funds. Additionally, he oversees the implementation of strategies, the design of quantitative and qualitative risk management systems. Adam brings over 12 years of pension and institutional experience and he previously held the position of Manager, Pension Investments for a large Canadian bank and has extensive experience in custodial management.
Adam holds a Bachelor of Commerce (Honours) from McMaster University and is a CFA Charterholder. Adam is a former member of the Canadian Investment Review Editorial Board.

Reginald Browne, Senior Managing Director – ETF Trading, Cantor Fitzgerald & Co.
Reginald M. Browne is a Senior Managing Director overseeing the Exchange Traded Funds business at Cantor Fitzgerald that facilitates about one trillion dollars in trades annually for global pension funds, asset managers, wealth managers and broker dealers. Mr. Browne has been prominently featured in major business publications, including a cover story in Bloomberg Markets, and regularly speaks at leading industry conferences.
Mr. Browne is widely known as “The Godfather of ETFs” because of his influence helping bring to market nearly 25% of the ETFs listed in the United States. ETFs, a basket of marketable securities that typically tracks an index and can be traded like stocks, now account for about 30 percent of the daily trading value on US Stock exchanges. Mr. Browne’s team is one of the biggest market makers in the ETF industry.
Mr. Browne has more than three decades of Wall Street experience. Prior to joining Cantor Fitzgerald, Mr. Browne was managing director, co-global head of the ETF Group at Knight Capital Group. Earlier he was a senior vice president and co-head of the ETF Group at Newedge USA, a division of Societe Generale and Credit Agricole CIB. He also worked at Susquehanna International and O’Connor and Associates, a predecessor firm of UBS.
Mr. Browne earned his Bachelor’s of Business Administration from La Salle University, where he currently serves as a trustee. He also is a trustee of The Pennsylvania Academy of the Fine Arts and McCarter Theater in Princeton, NJ. In January 2015, Mr. Browne was appointed to the Equity Market Structure Advisory Committee advising the Securities and Exchange Commission on industry views on the future of US Equity Markets.

Alan Cauberghs, Senior Investment Director, Fixed Income, Schroders
Alan Cauberghs is a Senior Investment Director, Fixed Income at Schroders, which involves managing the global Fixed Income franchise and the Fixed Income Product Team. He joined Schroders in 2013 and is based in London. Alan 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. He was 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 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.
Qualifications: CFA Charterholder; MA in Financial analysis from ICHEC in Brussels; MA in Finance from the University of Antwerp (UFSIA).

Heather Cooke, Deputy Chief Investment Officer, Canada, Fiera Capital Corporation
Heather Cooke, BComm., CFA, is the Deputy Chief Investment Officer of Fiera Capital’s Canadian division where she is responsible for the oversight and governance of Fiera’s investment capabilities. She joined Fiera Capital in September 2016 and brings 26 years of industry experience. Prior experience includes: establishing and managing investment organizations, portfolio management, delegated solutions, manager research and consulting at several leading global investment managers and major consulting firms in Canada as well as servicing both institutional and financial intermediary clients. Heather graduated in 1990 from Queen’s University in Kingston, Canada with a Bachelor of Commerce degree (majoring in Finance). She is also a CFA Charterholder and volunteers at the CFA Society Toronto on their Risk Management & Alternatives Committee.

Tom Coutts, Partner, Baillie Gifford
Tom Coutts graduated BA in Modern Languages from Oxford University in 1994. He joined Baillie Gifford in 1999 and spent a number of years in our UK Equity Team before joining the European Equity Team in 2007. Tom became Head of the European Equity Team in 2011 and a member of the EAFE Alpha Portfolio Construction Group in March 2008; he took over as deputy chair of the group in October 2015. Tom became a Partner in the firm in 2014.

Bobby Eng, Vice President, State Street Global Advisors, Ltd. & Head, SPDR ETF Business Development for Canada
Bobby is a Vice President at State Street Global Advisors, Ltd. and Head of SPDR ETF Business Development for Canada. Bobby focuses on the distribution of SPDR ETFs to institutional investors throughout Canada including pension plans, endowments, foundations, insurance companies, investment consultants, asset managers and banks.
Prior to this role, Bobby spent over 3 years at First Trust Portfolios Canada as Senior Vice President and Head of Sales responsible for overall sales and distribution. Bobby also spent 10 years at Blackrock Asset Management most recently as Director & Vice President, Head of National Accounts at Blackrock Asset Management responsible for asset managers and brokerage senior executive relationships. Bobby was instrumental in the success of the iShares, Exchange Traded Funds business in Canada being responsible for sales and business development across Canada. Bobby also held sales and relationship management roles at Fidelity Investments and National Bank of Canada.
Bobby holds a Bachelor's degree in Finance from Concordia University and holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultant Association (IMCA).

Deborah Frame, President & CIO, Frame Global Asset Management
Deborah Frame is the President and Chief Investment Officer of Frame Global Asset Management.
The firm was launched in 2015, providing non-discretionary investment advisory services to registered Portfolio Managers in Canada and registered Investment Advisors in the United States, using tactical asset allocation to construct globally diversified portfolios using broad market Exchange Traded Funds. The firm is wholly owned by employees.
Deborah has held executive positions over the past 30 years at several major Canadian life insurance and investment firms and has sat as a board member of both public and private companies. She was Chief Investment Officer at Empire Life prior to moving to Cougar Global Investments, a Global Tactical ETF Portfolio Strategist in 2009, where she was Vice President Investments and Chief Compliance Officer.
She holds an MBA from York University with a concentration in Finance and an undergraduate degree in Economics and Business from the University of Guelph. She is a registered Portfolio Manager - Advising Representative with the Ontario Securities Commission and a CFA Charterholder.
Deborah is the Co-Head of the Canadian Chapter of Women in ETFs. Founded in January 2014, Women in ETFs encourages and supports women in the ETF industry in the United States, Canada, Europe and Asia Pacific. The organization’s objectives are to create opportunities for professional advancement by expanding connections among women in the ETF industry, offering guidance for the current and next generation of women in ETFs and provide forums for education and idea sharing across the industry and beyond.

Jennifer Hartviksen, Senior Portfolio Manager, Global High Yield
Head of Canada Fixed Income

Jennifer Hartviksen is a senior portfolio manager for Global High Yield and Head of Invesco Fixed Income in Canada. She was appointed to her global role in 2016, building on her experience leading the fixed-income efforts for the Trimark Investments team in Canada.

Ms. Hartviksen began her investment career in 1992 at Cassels Blaikie Investment Management Ltd., where she worked as a portfolio manager assistant. Following that, she was a research assistant at Research Capital Corp. and an analyst, corporate finance at Midland Walwyn Inc. In 1996 she relocated to Brazil, where she worked at JPMorgan Chase & Co. as a senior analyst, investment banking and at ING Barings LLC as a vice president, corporate debt research. In 2000 Ms. Hartviksen moved to the U.S., joining Los Angeles-based SunAmerica Investments, Inc. as a vice president, high-yield investments. She then spent eight years working at Pasadena-based Western Asset Management Co. as a senior high-yield analyst. In 2009 she returned to Toronto, joining the Canada Pension Plan Investment Board as a senior portfolio manager specializing in corporate debt on a market-neutral strategy. Most recently, Ms. Hartviksen worked at Fiera Quantum L.P. as a senior portfolio manager, managing a longshort credit strategy. She joined Invesco in 2013.

Ms. Hartviksen earned a BA in economics from the University of Toronto, and she is a CFA charterholder.

Invesco Fixed Income (IFI) is a unit comprising Invesco Senior Secured Management, Inc. of New York, U.S, Invesco Advisers, Inc. of Atlanta, U.S.; Invesco Asset Management Ltd. of London, U.K.; and Invesco Canada Ltd. of Toronto, Canada.

James Hughes, Head of Aberdeen Solutions, Aberdeen Asset Management
James Hughes is the Head of Aberdeen Solutions. James joined Aberdeen in January 2016 from Gottex Asset Management (UK) Limited where he was the CIO of Multi-Asset Solutions and lead manager of the Gottex Multi-Asset Growth Fund. James was also a member of the Investment and Strategy teams. Prior to joining Gottex, James worked at HSBC for over 8 years where he was the Group CIO, HSBC Insurance and appointed representative on HSBC Global Asset Management’s Board. As Group CIO, James was responsible for assets totalling more than US$95 billion across 14 countries globally including developed, emerging and frontier markets.
James holds a BSc (Hons) in Management Science and Statistics from the University of Wales, Swansea and is a CAIA Charter Holder. James is also a Member of the Chartered Institute for Securities and Investment (MCSI) and is an Ordinary Member of the Hong Kong Securities and Investment Institute.

Ela Karahasanoglu, , Vice President, Investments & Multi-Asset Strategies, Workplace Safety & Insurance Board (WSIB)
Ela Karahasanoglu is Vice President, Investments & Multi-Asset Strategies in the Investments Division of Workplace Safety and Insurance Board (WSIB), which manages roughly a $30 billion portfolio. Ela is the Portfolio Manager dedicated to managing WSIB’s c. $7bn diversified markets and absolute return investment portfolios, which include hedge funds and active currency mandates.
Prior to joining the WSIB in July 2016, Ela was the Vice President & Institutional PM of Currency and Asset Allocation team at CIBC Asset Management, responsible for currency management, asset allocation, and absolute return strategies. Prior to CIBC Asset Management, Ela was a Principal and Senior Manager Research Consultant in the Alternatives team within Mercer, covering currency, managed futures, commodities, global macro and multi-asset strategies among other hedge fund products.
Ela was previously head of research and trading for six years at a New York-based quantitative hedge fund and also worked in the areas of credit derivatives at Merrill Lynch New York and started out her career as a currency and bond trader in Turkey. She also worked in Germany as a liaison between the European Union and the Turkish Ministry of Finance. Ela has over 18 years experience in the investment industry with over 12 years dedicated to research, trading and portfolio management in the hedge fund and absolute return space.
Ela holds a Master of Business Administration from Georgetown University. She has been a CFA charterholder since 2002 and a CAIA charterholder since 2010.

Alfred Lee, Portfolio Manager & Investment Strategist, Vice President, BMO ETFs, BMO Global Asset Management
Alfred is a portfolio manager at BMO Asset Management Inc. where he manages fixed income and preferred share related mandates for both institutional and retail clients. As part of the global fixed income management team, he is involved in the management and trading of a wide variety of portfolios. In addition to portfolio management, he is also involved with product design including ZPR, one of the largest ETFs in Canada. Previously, he worked for a large Canadian based brokerage developing ETF related strategies and macro-based research. Alfred is a graduate of the University of Western Ontario, majoring in economics and holds the CFA, Chartered Market Technician (CMT) and Derivatives Market Specialist (DMS) designations.

David Murray, Senior Associate Portfolio Manager – Public Market Investments, Ontario Pension Board
David joined the Ontario Pension Board’s Public Markets team in October 2013. He is responsible for manager oversight, due diligence, portfolio construction and research in both equity and fixed income. Prior to joining OPB, he spent 2 years at Mercer working on their Defined Benefit and Wealth Management consulting teams and led Mercer’s research into factor performance analysis. He also spent 5 years on the consulting team at Rogerscasey Canada where he was instrumental in building their quantitative manager evaluation scoring system.
David holds a BA (Hons) in economics from the University of Western Ontario and is a CFA charterholder as well as a Chartered Alternative Investment Analyst.

Fabien Pavlowsky, Head of U.S. Product Development, Lyxor Asset Management
Fabien Pavlowsky joined Lyxor Inc. in September 2010 as the Head of Global Macro and CTA strategies. Since January 2015, he has served as the Head of U.S. Product Development. From 2002 to 2010 he worked for fund-of-funds Financial Risk Management (“FRM”), both in New York and London. While at FRM, Mr. Pavlowsky headed the directional trading sector and was responsible for manager selection of global macro and CTA funds as well as portfolio management for sector specific fund-of-funds.
Mr. Pavlowsky holds an MSc from the Ecole Centrale Paris in France with a major in Computer Science and a minor in Finance.

Marlene Puffer, Partner, Alignvest
Marlene Puffer is a Partner of Alignvest Investment Management. Prior to joining Alignvest, Marlene was the President and Founder of Twist Financial an independent firm providing strategic advice, education, and investment strategy and implementation for institutional investors, boards, government agencies, and other market participants. Marlene has more than 20 years experience in senior roles and board positions at world-class financial institutions in investments, pensions, capital markets and academia. Marlene also serves as Board Trustee and Chair of the Asset-Liability Management Committee at the $70 billion Healthcare of Ontario Pension Plan (HOOPP). She has worked closely with institutional investors, unions, boards, senior management, governments, and academics in a variety of capacities.
Marlene’s previous experience includes roles as Chief Investment Officer at NAV Canada Pension Plan, Chief Strategist, Global Fixed Income at BCA Research (a global leader in independent macro investment strategy), business development and portfolio management at PIMCO Canada and Legg Mason Canada, fixed income analytics and debt capital markets roles on the trading floors at BMO and RBC. She began her career as a professor of finance at the Rotman School of Management at the University of Toronto.
Marlene holds a Ph.D. in Finance and Applied Statistics and a M.Sc. in Business Administration from the Simon Business School at the University of Rochester, and master’s and bachelor’s degrees in Economics from the University of Toronto. She holds a CFA charter and the ICD.D designation granted by the Institute of Corporate Directors.

Tom Record, Head of Global Equities, Majedie Asset Management
Tom Record is a fund manager and analyst with 15 years’ investment experience in international equity markets. Tom leads the Majedie Global team and is responsible for co-managing both the Global Equity and Global Focus strategies. Before joining Majedie in 2014, Tom had been an Investment Manager at Baillie Gifford, where his team was responsible for managing institutional portfolios with combined international equity assets of US$30bn. While at Baillie Gifford, he also managed a range of Global Emerging Market funds.
Tom holds Master of Arts and Master of Natural Sciences degrees, specialising in Biochemistry, from Pembroke College, Cambridge. He is a CFA charter holder.

Chris Romano, Director of Research, ETF Global
Chris Romano is the Director of Research at ETF Global, where he leads the development of the proprietary research models and analytics. Chris is the Chairman of the ETFG Research Advisory Board and manages the firm’s team of research analysts. Chris plays an integral role in developing custom solutions for all of ETFG’s client segments.
Chris has extensive experience within investment research having previously served as the Director of Research and Trading Strategies for a successful institutional money management firm. As part of this experience, Chris led the design of quantitative models and the development of trading processes and systems. Additionally, Chris served as a member of the Investment Advisory Committee providing insight and analytical information used for a large tactical asset management firm. Chris began his career in the systems administration and brokerage support areas.
Chris obtained his Bachelor of Science degree in Information Science with a minor in Business from the University of Pittsburgh, where he graduated Magna Cum Laude. Chris has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute as well as the CFA Society of Pittsburgh.

Jeffrey J. Sherman, Deputy Chief Investment Officer, DoubleLine
Mr. Sherman joined DoubleLine in 2009, currently serves as the Deputy Chief Investment Officer and is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. He additionally serves as a portfolio manager for derivative-based and multi-asset strategies. Prior to DoubleLine, he was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. Mr. Sherman assisted in developing real-asset strategies for TCW and was a portfolio manager overseeing several commodity funds. Prior to TCW, he was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. He also taught Quantitative Methods for Level I candidates in the CFALA/USC Review Program for many years. Mr. Sherman holds a BS in Applied Mathematics from the University of the Pacific and a MS in Financial Engineering from the Claremont Graduate University. He is a CFA charterholder.

Jérôme Teiletche, Ph.D., Head of Cross Asset Solutions, Unigestion
Jérôme Teiletche, Ph.D., Managing Director, is Head of Cross Asset Solutions and a member of the Unigestion Executive Committee. He joined Unigestion in 2014. Jérôme began his career in 1999 as an Economist in the Forecasting Directorate at the French Ministry of Finance in Paris. In 2001, he joined Natixis CIB as Strategist–Economist focusing on Global Asset Allocation issues and became Senior Quantitative Analyst at the Alternative Investment Division of Societé Generale Asset Management, Paris in 2006. Since 2008, Jérôme worked for Lombard Odier Asset Management, Geneva in the Institutional Investment Division as Head of the Solutions Group, leading all multi-asset and single-assets systematic investment strategies. Jérôme holds a M.Sc. in International Finance and Economics from Bordeaux University and a Ph.D. in Economics also from Bordeaux University. Jérôme has taught at various universities and has authored in numerous academic and practitioner journals and books.

Miville Tremblay, Director, Senior Representative, Bank of Canada
Miville Tremblay was appointed Senior Representative and Director of the Montréal Regional Office (Financial Markets) of the Bank of Canada in April 2002. In this capacity, Mr. Tremblay contributes to the Banks objectives of conducting monetary policy to achieve low, stable, and predictable inflation and of promoting well-functioning financial markets.

Mr. Tremblay leads a team that is responsible for building on the Bank’s strong relationship with the Montréal financial community. His team contributes to the Bank’s analysis on the evolution of financial markets, institutions, products, and regulations. Mr. Tremblay is a member of the Bank’s Monetary Policy Review Committee and Financial System Review Committee. He is also a member of the Bank’s Pension Fund Investment Committee.

In addition to his responsibilities at the Bank, Mr. Tremblay is Vice-Chair of the Accounting Standards Oversight Council.

A native of Chicoutimi, Quebec, Mr. Tremblay has an executive master of business administration from the Université du Québec à Montréal, a master’s degree in Public Policy Analysis from the Université Laval, and a bachelor’s degree in Political Science from McGill University. He also holds the designation of chartered financial analyst (CFA), and he is a former president of the Montréal CFA Society.

Mr. Tremblay joined the Bank from the Caisse de dépôt et placement du Québec in Montréal, where he was Director of Strategic Intelligence. He also worked for several years as a financial journalist, particularly for the daily newspaper La Presse, reporting on economic policies and financial markets. At the beginning of his career, he taught Canadian politics at the State University of New York.

Mr. Tremblay is the author of two books on finance and business and has received numerous distinctions, including the Atkinson Fellowship in Public Policy and the Prix du livre d’affaires PricewaterhouseCoopers.

Nelson Yu, Portfolio Manager & Head of Quantitative Research — Equities, AllianceBernstein
Nelson Yu was appointed Head of Blend Strategies in early 2017. He is also a Portfolio Manager and Head of Quantitative Research for Equities, with responsibility for overseeing the research and application of risk and return models across the firm’s equity portfolios. In addition, Yu manages the currency overlay strategy across equity portfolios and is an advisory member of the Global Value, Emerging Markets Value and Strategic Core portfolios. He joined the firm in 1997 as a programmer and analyst, and served as deputy head of Value Equities Quantitative Research from 2009 until 2014. Yu was previously a supervising consultant at Grant Thornton. He holds a BSE in systems engineering and a BS in economics from the University of Pennsylvania, and is a CFA charterholder. Location: New York

 
NIAGARA
2017

speaking faculty:

ADAM BOMERS

REGINALD BROWNE

ALAN CAUBERGHS

TOM COUTTS

PATRICIA CROFT

Derek W. Dobson

BOBBY ENG

Paul Ferley

DEBORAH FRAME

MARK FULLER

Jennifer Hartviksen

JAMES HUGHES

Ela Karahasanoglu

JIM KEOHANE

ALFRED LEE

DENNIS P. LOCKHART

F.L. (TED) MORTON

DAVID MURRAY

Hugh O'Reilly

FABIEN PAVLOWSKY

FINN POSCHMANN

TOM RECORD

CHRIS ROMANO

SUNIL SABHARWAL

JEFFREY J. SHERMAN

Jérôme TeIletche, Ph.D.

MIVILLE TREMBLAY

NELSON YU

Heather Cooke

Marlene Puffer


Partners 2017 Niagara

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