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Andrew Akers

MBA

Managing Director, Investment Science

CPP Investments

Andrew is a Managing Director in the Investment Science group where he leads strategic partnerships to develop investment analytics capabilities to accelerate the value creation potential of data and advanced analytics across the enterprise. He joined CPP Investments in 2017 in Corporate Strategy, where he was responsible for enterprise strategy and strategic initiatives.
Prior to joining CPP Investments, Andrew worked in corporate strategy at Scotiabank and as an Engagement Manager at McKinsey & Company where he led teams serving clients on corporate strategy, organizational design, and restructuring in the institutional investing, basic materials, and energy sectors.
Andrew obtained his B.A.Sc in Electrical Engineering from the University of Waterloo and his MBA from the Tuck School of Business at Dartmouth.

Doug Chau

CFA, PRM, CQF, M.Sc. PhD

Chief Risk Officer, Head of Research

University of Toronto Asset Management Corporation

Doug joined UTAM in 2017.  He is responsible for asset allocation modeling, risk management and measurement, research, and performance analysis. Previously, Doug worked for 15 years at OPTrust, where his responsibilities included developing strategic asset allocation models, risk factor research, internal and external investment strategy evaluations, implementing performance and ALM systems and developing a set of quantitative tools to inform investment decisions. Doug holds a PhD in Finance from the EDHEC Business School.

Sohini Chowdhury

Ph.D, FRM

Director, Senior Economist

Moody's Analytics

Sohini Chowdhury is a Director and Senior Economist with Moody’s Analytics. She specializes in applying macroeconomic forecasts, scenarios, and models in different industries such as banking, insurance, government, and asset management. These applications include stress testing such as CCAR/DFAST and ORSA, impairment accounting such as CECL/IFRS9, and asset allocation. She also works on incorporating climate scenarios and ESG metrics in underwriting and portfolio management. Previously, she led the global team responsible for the Moody’s Analytics market risk forecasts and modeling services while managing custom scenarios projects for major financial institutions worldwide.

An experienced speaker, Sohini often presents at global industry conferences, roundtables and client meetings on topics such as the global and regional macroeconomic outlook and risks, and industry best practices for managing credit and market risks, portfolio modeling and meeting regulatory mandates. Sohini holds a PhD and a master’s degree in economics from Purdue University, and a master’s degree in applied statistics from West Chester University in Pennsylvania. She is a GARP® certified Financial Risk Manager (FRM) and has been working at Moody’s Analytics since 2011.

Dave Finstad

CFA

Former Managing Director

British Columbia Investment Management Corporation (BCI)

Dave Finstad recently retired as Managing Director, Partnership Portfolio within BCI’s Public Markets department, where he led the management of the firm’s external absolute return and long-only equity fund investments.
Mr. Finstad has over 30 years of investment industry experience. Previously, he built and led the external management team at the New York office of OMERS, a Canadian pension fund based in Toronto. Prior to that, he spent 10 years at AIMCo in Edmonton, Alberta in a similar position. He also worked for Frank Russell Canada (now Russell Investments) and for the Workers’ Compensation Board – Alberta.
Mr. Finstad has spoken at numerous industry conferences and has written a number of articles across a range of investment topics including manager selection and investment culture. He has a M.Sc. in Finance from the London School of Economics and is a CFA charterholder. 

Guillaume Gfeller

Director, External Management, Public Markets

CDPQ

Guillaume Gfeller is part of CDPQ’s Investment Funds and External Management team, where he focuses on alternative strategies in public markets. Prior to joining CDPQ in 2020, he worked at Fiera Capital, as a Senior analyst, Fixed income, from 2012 to 2016, before taking on the role of Vice-president, Systematic investment strategies, from 2016 to 2019.
Mr. Gfeller holds a Bachelor of Computer Engineering from Polytechnique Montréal as well as a Masters’ degree in Financial Engineering from HEC Montréal.
He currently serves as a member of the Board of Directors of Centre Hospitalier Universitaire Sainte-Justine, one of the most important pediatric centres in North America, where he is president of the audit committee.

Glenn Hubert

Interim Chief Investment Officer

Teachers' Pension Plan Corporation | Newfoundland & Labrador

Glenn Hubert is the Interim Chief Investment Officer at Teachers’ Pension Plan Corporation (TPPC), which manages the Newfoundland and Labrador Teachers Pension Plan. He is responsible for all aspects of a $4.7 billion dollar portfolio that is invested across public and private market strategies. Glenn and his team at TPPC are currently focused on the implementation of a plan that will increase exiting infrastructure and real estate allocations, as well as further enhancing TPPC’s risk management processes. Glenn was formerly the Managing Director, Private Debt at Investment Management Corporation of Ontario (IMCO), where he managed the private debt portfolio and played a significant role in the development of IMCO’s global credit strategy. Prior to joining IMCO, Glenn was the Managing Director, Private Debt at Ontario Pension Board (OPB), where he developed, implemented, invested and managed OPB’s private debt strategy. While at OPB, Glenn also played an instrumental role in the development and build out of the infrastructure strategy and headed the team as it transitioned into IMCO.

Jim Hwang

CFA

Independent Consultant

Jim Hwang is an Independent Consultant, whose transition to focus on digital asset investments had been gradual, then sudden. He also consults on topics relating to multi-asset factor modeling, total portfolio allocations, equity factor investing, and organizational design. He previously worked at CPP Investments (CPPIB) as a Managing Director in Capital Markets & Factor Investing, responsible for public markets strategy allocation, and in Total Portfolio Management, heading portfolio design research. Prior to CPPIB, Jim had worked globally, managing portfolio management and research teams at major global institutions including Bosera Asset Management in HK and China, and Barclays Global Investors and UBS Brinson in the US.
Jim holds an MS in Mechanical Engineering from U.C. Berkeley and a BS in Aeronautical & Astronautical Engineering from MIT. He is also a CFA charter holder. 

Soami Kohly

CFA, FSA, FCIA

Fixed Income Portfolio Manager

MFS Investment Management

Soami Kohly, CFA, FSA, FCIA, is an investment officer and fixed income portfolio manager with
MFS Investment Management® (MFS®). In his role, he is responsible for final buy and sell
decisions, portfolio construction, risk assessment and cash management and participates in the
research process and strategy discussions. He also serves on the MFS Fixed Income Strategy
Group and the MFS Risk and Opportunities Group. He is based in Toronto.
Soami joined MFS in 2009 in his current role. Previously, he spent three years with RBC Capital
Markets as an associate analyst in equity research and later as a vice president of structured
products. He also spent twelve years as an actuarial consultant with Hewitt Associates. He began
his career in the financial services industry in 1993.
Soami earned a Bachelor of Science degree in actuarial science from the University of Western
Ontario. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute and is
a fellow of the Canadian Institute of Actuaries and the Society of Actuaries.

Antonio Loureiro

Principal, Total Fund Management

Ontario Teachers' Pension Plan

Antonio Loureiro is a Principal at OTPP’s Total Fund Management, Economics Research Group since 2018, with responsibility for enabling informed investment decisions through a combination of macro, asset allocation, and quantitative methods. Antonio has led a number of initiatives related to the Inflation risk factor and its implications for long-term investors, with particular attention to inflation’s cyclical and secular drivers in both DM and EM. Prior to joining OTPP, Antonio worked for 12+ years in Brazil, where he was Deputy Head of Strategy and Senior Portfolio Manager at the Central Bank of Brazil’s International Reserves department, as well as Deputy Manager of Research at the National Treasury’s Public Debt Management office. Antonio has also been a guest lecturer at the University of Toronto’s Munk School of Global Affairs & Public Policy since 2019. Antonio holds a MSc in Economics from the University of São Paulo in Brazil, and he has earned both the CFA and FRM designations. He speaks Portuguese, Spanish, and German (intermediate).

Ju Hui Lee

CFA, CAIA, FSA, FCIA, CERA, FRM

Head of Market Risk

United Nations Joint Staff Pension Fund (UNJSPF)

Ju Hui Lee is Head of Market Risk of UNJSPF (United Nations Joint Staff Pension Fund), responsible for market risk oversight and asset-lability management. The fund manages assets of US$91.5 billion as of 31 December 2021.
Before joining UNJSPF, Ju Hui worked on the asset-liability analysis of the Canada Pension Plan and the factor studies at Canada Pension Investments (CPP Investments). In addition, she led modelling groups in the Global Risk Management at Scotiabank and ALM consulting, pension investment strategy development and risk management activities for financial institutions, model vetting, and actuarial valuation reporting for clients at KPMG and Mercer and developed the LDI methodology and was responsible for the strategic asset allocation at Manulife Financial.
Ju Hui holds a BSc. Mathematics, an MBA from the Yonsei University in Korea, and an MSc in Financial Mathematics from the University of Chicago. Ju Hui holds the CFA, CAIA, FSA, FCIA, CERA, and FRM designations.

Matthew Leatherman

Managing Director, Programs

FCLTGlobal

Matt Leatherman is Managing Director and Head of Programs at FCLTGlobal, a nonprofit research institution whose mission is to focus capital on the long term to support a sustainable and prosperous economy. Together with our members, a community of leading companies and investors worldwide, we develop actionable research and tools to drive long-term value creation for savers and communities. As Head of Programs, Matt leads FCLTGlobal’s efforts to grow problem-solving communities of member institutions, executives, and staff and to organize them for action. The programming function both informs and implements FCLTGlobal’s research in this way. Previously, Matt served as Policy Director for the North Carolina Department of State Treasurer, an institutional investor responsible for providing retirement security for the state’s educators, civil servants, and first responders. Matt also chairs the board of the John Rex Endowment, a grant-maker whose mission is to strengthen organizations that center racial equity and justice to improve the social emotional health of children living in Wake County (NC), and is an advisor to Ethical Systems, a behavioral economics think tank within NYU Stern’s Business and Society Program.

Alison Loat

Managing Director, Sustainable Investing and Innovation

OPTrust

Alison Loat is the Managing Director, Sustainable Investing and Innovation at OPTrust where she leads OPTrust’s responsible investment program, its total fund climate change strategy, and oversees an investment portfolio focused at the intersection of sustainability and innovation.

Previously, she was the Senior Managing Director of FCLTGlobal where she worked to advance long-term investing. She also worked at McKinsey & Company, a healthcare technology company and was on the founding team of the MaRS Discovery District.

Alison has a deep commitment to public service. She co-founded the Samara Centre for Democracy and was a Senior Fellow at the University of Toronto. She is on the boards of the Max Bell School at McGill University, Ridley College, the think tank CIGI, Ai-Media, an ASX-listed technology company, and privately held media company.

She received the Queen’s Gold and Diamond Jubilee Medals and was named one of the 100 Most Powerful Women in Canada. She has degrees from Queen’s University and the Harvard Kennedy School. 

Victor Li

CFA

Co-Founder

DeFi Toronto

Victor has been in the cryptocurrency space since 2014. He is a co-founder of DeFi Toronto, a 2000-member community group that advocates decentralized finance (DeFi) as a use case of public blockchains. In 2020, he and his team won the first prize from Aave during EthGlobal’s DeFi hackathon. Victor serves as a research advisor on crypto assets at Firinne Capital and teaches a blockchain course at York University. Victor has over 20 years of experiences in investment research and portfolio management. He used to cover macroeconomics, real estate, fixed income and equity research for two Canadian pension funds. Victor has a master’s degree in applied economics from the University of Victoria, and is a CFA charterholder.

Winston Ma

CFA, Esq

Managing Partner

CloudTree Ventures
( ex-Managing Director, China Investment Corp)

Winston Ma, CFA & Esq., is an investor, attorney, author, and adjunct professor in the global digital economy. He is a Co-Founder and Managing Partner of CloudTree Ventures, a seed to early growth stage venture capital firm empowering interactive entertainment companies. He is currently the board Chairman of Nasdaq-listed MCAA, a European tech SPAC, an advisory board member of Capgemini, and an Adjunct Professor at NYU Law School. Most recently for 10 years, he was Managing Director and Head of North America Office for China Investment Corporation (CIC), China’s sovereign wealth fund. Prior to that, Mr. Ma served as the deputy head of equity capital markets at Barclays Capital, a vice president at J.P. Morgan investment banking, and a corporate lawyer at Davis Polk & Wardwell LLP. He was selected a 2013 Young Global Leader at the World Economic Forum (WEF), and in 2014 he received the NYU Distinguished Alumni Award. Mr. Ma is one of a small number of native Chinese who have worked as investment professionals and practicing capital markets attorneys in both the United States and China. A nationally certified Software Programmer as early as 1994, Mr. Ma is the book author of eight books, including The Digital War: How China’s Tech Power Shapes the Future of AI, Blockchain and Cyberspace (2021) and The Hunt for Unicorns: How Sovereign Funds are Reshaping Investment in the Digital Economy (2020). His new book is “Blockchain and Web3 – Building the Cryptocurrency, Privacy, and Security Foundations of the Metaverse” (Wiley, September 2022).

Steve Mahoney

CFA, FSA, CAIA, PRM

Chief Investment Officer

Nova Scotia Pension Services Corporation

Steve Mahoney was appointed NS Pension’s Chief Investment Officer on April 1, 2022.
Steve was born and raised in Nova Scotia. His career started with the Maritime Life Assurance Company as an Investment and Actuarial Analyst. He then moved on to Keel Capital as a Risk Manager and then to the Halifax Regional Municipality Pension Plan also as a Risk Manager. Steve worked for six years at Morneau Shepell (now LifeWorks) as a Partner in their investment consulting division. He was then with Connor, Clark & Lunn Financial Group in Toronto as Vice President of Institutional Sales prior to joining NSPSC in 2022 as Chief Investment Officer.
Steve’s education includes a Bachelor of Science (Mathematics) degree from Mount Allison University and a Bachelor of Education degree from St. Francis Xavier University. He also holds several professional designations including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Fellow of the Society of Actuaries (FSA), and Professional Risk Manager (PRM). 

Darcie James Maxwell

Head of Canadian Operations, Data & Platform Solutions

CIBC Mellon and BNY Mellon

Darcie James Maxwell is Head of Canadian Operations, Data & Platform Solutions, BNY Mellon. She is also a member of the CIBC Mellon leadership team.
As Head of Canadian Operations, Data & Platform Solutions Darcie works with institutional and wealth investors to assess and analyze their business strategy, business requirements, current state environment and technology choices, bringing forward alternatives that designed to meet their business needs. She works across our Canadian and global organization to translate a client strategy into operational reality.
Darcie has more than 25 years of data, investment technology, performance and attribution experience. Her previous roles across the BNY Mellon global enterprise include project management, implementation consulting, and relationship management. She also serves as a member of the Board of Directors for The Learning Partnership. 

Kathleen Pabla

CFA

Portfolio Manager, Public Markets

CAAT Pension Plan

With an investments career spanning research, product design, investment consulting and client advisory, Kathleen brings over 25 years of experience to the CAAT Pension Plan. As a Portfolio Manager, Kathleen plays a key role in the management of the public markets program at CAAT, including investment in public equities, fixed-income, hedge funds and overlay mandates. Prior to joining CAAT, Kathleen held senior investment roles at Segal Marco Advisors, Manulife Financial and CIBC Asset Management, Inc. She has a BA from the University of Alberta and holds a Chartered Financial Analyst (CFA) designation.

Sean Rogister

Chief Executive Officer

Cortland Credit

Sean has more than 20 years of experience leading investment teams in fixed income strategies that included private lending exposures in emerging and developed countries around the world.

Having built and led investment management businesses at world-class financial institutions, most notably managing the fixed income asset class for Ontario Teachers’ Pension Plan ($100 billion plus fund). Sean possesses a global and institutional perspective as well as possessing the unique knowledge base of how to manage a successful debt-based investment strategy. 

Veena Ramani

Research Director

FCLTGlobal

Veena Ramani is an expert in corporate governance, climate change and ESG issues. Veena comes to FCLTGlobal after 15 years at Ceres, a leading sustainability nonprofit. During this time, Veena played a number of roles including launching a program on corporate governance, creating online training curriculum for board directors on ESG (in partnership with the Berkeley School of Law), jumpstarting efforts to engage financial regulators on the systemic risk of climate change and engaging with large global companies on their sustainability and climate change strategies and disclosures.
Veena has published and presented extensively on these topics. Key publications include Turning up the Heat: The need for urgent action from US financial regulators on climate change (2021); Addressing Climate Change as a Systemic Risk: A role for financial market regulators (2020); Running the Risk: How corporate boards can oversee ESG issues (2019) and Systems rule: How board governance drives sustainability performance (2017).
Prior to Ceres, Veena held roles at CDM Smith and Integrative Strategies Forum. Veena has also practiced law in India.
Veena is a board director of Norcross Wildlife Sanctuary and Foundation, which is an 8000 acre refuge created to preserve, protect and propagate native flora and fauna in Western Massachusetts. She holds a BA (Hons) LL.B degree from the National Law School of India University and an LL.M degree from the Washington University School of Law.

Alik Sokolov

Co-Founder and CEO

SR.ai

Alik’s professional experience spans machine learning consulting, investing at a large venture capital fund, and most recently as CEO of his startup, SR.ai, building better tools for institutional investors to assess environmental, social, and governance impacts of their investments. Alik’s academic background is in mathematical finance, with an undergraduate and Master’s degree from the University of Toronto, where Alik is currently a Vanier Scholar working on his PhD. Alik’s research focus is at the intersection of machine learning and finance, and he has several publications on applying machine learning techniques to responsible investing, as well as other general problems in quantitative finance. Alik is also an educator in the machine learning field, teaching machine learning at the University of Toronto Master’s of Mathematical Finance program.

Adam Scott

Executive Director

Shift | Action for Pension Wealth and Planet Health

Adam is a climate change expert with extensive domestic and international experience in policy, energy and finance. He has a lifelong commitment to supporting the transition to a zero carbon economy in Canada. At Shift, he works with wide-ranging stakeholders to bring international climate leadership into Canada’s financial sector. Previously, Adam was Senior Advisor to Oil Change International and manager of Environmental Defence Canada’s Climate & Energy program. Adam has advised governments, communicated through national and international media, and published numerous reports focused on various aspects of the energy transition.

Kanwar Singh

CFA, FRM

Senior Manager, Portfolio Construction

Alberta Investment Management Corporation

Kanwar is a Senior Manager, Portfolio Construction in AIMCo’s Investment Strategy team, a new function responsible for closely working with clients to provide total portfolio perspectives. Prior to this, he was a Portfolio Manager of Multi-asset funds at BMO Global Asset Managements. Kanwar started his career in the actuarial ALM department of Sun Life Financial and has also worked in sell-side fixed income trading. In addition to the CFA and FRM designations, he also holds an MBA from the Rotman school of Management, a Masters in Mathematics from the University of Michigan and a Bachelors degree in Financial Economics and Mathematics from the University of Maryland Baltimore County.

Marco Salerno

PhD

Principal, Total Portfolio

HOOPP

Marco Salerno joined the Total Portfolio team at HOOPP in May 2021. His main focus at HOOPP has been on asset-liability management, portfolio construction and investment research (e.g., application of machine learning to asset allocation). Prior to joining HOOPP, Marco completed his PhD in Finance at the University of Toronto, Rotman School of Management. His research interests are on empirical and theoretical asset pricing with a focus for portfolio allocation. He has several research papers on the topics of stable equities, portfolio tilting, factor investing, measuring economic policy uncertainty, and portfolio construction theories. He presented his work in major Finance conferences (e.g., American Finance Association and European Financial Association annual conferences). He also presented to the Pacific Center for Asset Management in the CIO advisory panel in 2021 on the topic of portfolio tilting.

Jon Spinney

CFA

Chief Investment Officer & VP, Quantitative Investing

Vestcor Inc

Master of Science (MS), Computational Finance University of Washington

Jon Spinney, MS, CFA, is Chief Investment Officer and VP Quantitative Investing at Vestcor (formerly New Brunswick Investment Management Corp.) in Fredericton. In addition to directing the firm’s overall investment activities and managing the investment research agenda, he is responsible for the implementation and management of all quantitative strategies (currently totaling approximately $3.5 billion in actively managed AUM across several portfolios). Previously, Jon held positions in portfolio management, applied research, and fixed income derivatives analysis.

Jon’s research interests are in quantitative investment strategies/asset pricing as well as pension & endowment management, and he has both published articles and acted as a reviewer in peer-reviewed academic and practitioner journals such as the Financial Analysts Journal and the Journal of Portfolio Management.

Jeffery Sun

M.Sc

Associate Portfolio Manager, Digital Assets, Multi Strategy Investments

OPTrust

Jeffery Sun is an Associate PM at OPTrust where he focuses on investments in the Digital Assets and Fintech space. Prior to joining the Digital Assets team, he worked on OPTrust’s Capital Markets focused on macro trading and systematic strategies. He also worked in OPTrust’s Portfolio Construction team. Mr. Sun holds a master degrees in Computer Science from Georgia Tech and a Mathematical Finance degree from University of Toronto. He is also a coder of Ethereum smart contracts and in Solidity.

Christine Tessier

CFA, CAIA

Co-Chief Investment Officer

Foresters Financial

Mrs. Christine Tessier is currently Co-Chief Investment Officer at Foresters Financial, where she contributes to the oversight of the company’s general account and pension assets. She is currently a board member for The One Investment’s Joint Investment Board. Prior to joining Foresters, Mrs. Tessier was head of Investments at CAA Club Group, where she oversaw the company’s corporate, pension and P&C insurance assets. Prior to working in the insurance industry, Mrs. Tessier worked in institutional product development at Invesco Ltd. She was a Principal at Mercer Investments, where she focused on Manager Research. Mrs. Tessier is a CFA charterholder and a CAIA charterholder. She holds an honor bachelor of commerce degree from Laurentian University.

Teresa Troy

CFA, ICD.D

CEO

Placemore Capital Inc

Terri Troy, CFA, ICD.D is C0-Founder of Placemore Capital Inc., an advisory firm that works closely with investment managers/GPs and accredited investors to match the right solutions with the right partners. In 2018 Terri retired as CEO of the Halifax Regional Municipality Pension Plan. She has more than 25 years of experience in investment management, pensions, corporate strategy, and mergers and acquisitions. As CEO of the Halifax Regional Municipality Pension Plan, she transformed the governance structure, investment strategy, and customer service function. Innovative investment strategies implemented included factor investing, portable alpha, and a significant emphasis on private investments including co-investments, syndications/club deals with other large institutional investors, and direct investments, etc.
While CEO, Terri was a Board member of a UK based energy company and a Board member of a Canadian financial services corporation. She was a member of Investor Advisory Committees for various global private investments including UK, European and US private equity; UK, Australian and Canadian infrastructure; European, UK, Asian, US and Canadian real estate; and European, UK, and US private debt.
Prior to the CEO role, Terri was responsible for the investment strategy for RBC’s 33 global pension plans between 2000-2006. Prior to RBC, Terri held various roles at CIBC including corporate strategy, mergers & acquisitions, and wealth management.
Terri has held various leadership roles in the pension industry including being a Board Member of the Pension Investment Association of Canada (PIAC), Chair of PIAC, Chair of PIAC’s Investment Practices Committee and Chair of PIAC’s Government Relations Committee.
Terri was a member of the International Limited Partnership’s Association’s Education Committee 2016-2018 and is currently on ILPA’s Teaching Faculty.
Over the course of her career, Terri has received many awards including the Leading Pension Plan Sponsor Award and the Top 25 Most Influential Plan Sponsors.
Terri has an MBA from York University and an HBBA from Wilfrid Laurier. She also holds the CFA charter and completed the ICD Rotman, Directors Education Program

Aaron White

CFA

Vice President, Sustainable Investment

CIBC Asset Management

Aaron White is a member of the Institutional Asset Management team. He focuses on sustainable investing and enhancing the firm’s ESG capabilities, including policy development and implementation and client communication. He also manages and creates effective sustainable investment solutions for clients, prospects and consultants.
Prior to his current role, Mr. White held the roles of Associate Client Portfolio Manager and Director of Regional Sales with CIBC Asset Management. He consulted with financial advisors to develop investor asset allocations and optimize portfolio construction. He began his career as a Managed Solutions and Sales Support Specialist at CI Investments.
Mr. White holds a BEd degree from McGill University and the Chartered Investment Manager designation.

Mike Woollatt

Managing Director, Head of Canada

Hamilton Lane

Mike Woollatt is a Managing Director in Hamilton Lane’s Client Solutions Group and Head of Canada. He previously worked on the Fund Investment and Direct Equity team.
Prior to joining Hamilton Lane in 2019, Mike was a Director at OMERS pension plan in the venture capital and growth equity groups. Prior to OMERS, Mike was the CEO of the Canadian Venture Capital and Private Equity Association. He has also co-founded a management consulting firm and has held senior executive roles at a few major Canadian corporations.
Prior to entering the private sector, Mike worked for the Government of Canada, first as a research economist and then as a political and policy advisor to the Minister of Finance. Mike has also worked overseas as an economist on World Bank funded international development projects and taught economics at the university level. Mike is a frequent commentator on both broadcast and print media on the state of the Canadian private capital markets.

Kevin Zhu

CFA

Managing Director, Head of Portfolio Construction Group

OPTrust

Kevin Zhu is Managing Director, Head of Portfolio Construction at OPTrust, one of Canada’s largest defined benefit pension funds with net assets of over C$25 billion.

Kevin has over 20 years of experience in the financial services industry, including both central banking and total portfolio investment framework and strategy design for large Canadian defined benefit pension plans.

Kevin joined OPTrust in 2016 where he has been leading Total Fund portfolio management functions, including portfolio construction research and innovation, capital and risk allocation across asset classes and strategies, total portfolio management framework design, and dynamic total portfolio management.

Prior to joining OPTrust, Kevin held the position of Director, Strategy & Asset Mix at Ontario Teachers’ Pension Plan. Prior to this appointment, Kevin was Senior Economist at the Bank of Canada focusing on monetary policy research and model development. He holds a MA in Economics from Carleton University and is a CFA Charterholder. In 2017, Kevin was named to Sovereign Wealth Fund Institute’s Public Investor 100.

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