Anthony Chan

Anthony Chan: My career in this industry has rooted in Investment Operations. I started out of school at State Street Canada – learning about core services that Investment Managers needed from typical service providers such as custodians and fund administrators. Those years at State Street really helped me understand what types of services Investment and Asset Managers needed and what set services apart as exemplary. After State Street, I joined CPPIB working through various roles in Investment Operations. That experience taught me what best-in-class processes meant, and what we needed from the variety of partners we worked with (such as custodians, fund administrators, segregated account managers, etc). My experience at CPPIB really enhanced my understanding of how we should partner with our service providers in creating operational excellence. CPPIB also really drilled into me the importance of a positive work culture, and how we all must contribute to that culture. After CPPIB, I had a short stint at Focus Wealth Management where I was able to learn about smaller business, and how to still create operational excellence in that environment. And finally, that brings me to UBC Investment Management, where I am tasked to do the same – create operational excellence that is fitted to a smaller (but still very ambitious) organization.