Innovation and Resilience Forum

October 16 - 18, 2024
Fairmont Le Château Frontenac, Québec City, QC

2024 is the biggest election year in history, with half of world’s population – 4 billion people across more than 60 world’s economies joining for election.

How do institutional investors manage the economic implications of election year, as well as rapid development of Generative AI and climate change risks, while delivering consistent returns? Join (4th annual) Innovation and Resilience Forum this October in scenic Québec City, interact with leading institutional investors on long-term strategies in an uncertain environment.

Advisory Board

Steven Asprey

Steven Asprey

PhD

Managing Director, Quant Strategies Group

OMERS Capital Markets

View Bio
Marc Gauthier 1

Marc Gauthier

CPA, CMA

University Treasurer and Chief Investment Officer

Concordia University

View Bio
Christophe LAhelec

Christophe L’Ahelec

CFA, MBA

Managing Director, Head of Active Public Markets

University Pension Plan

View Bio
Ju Hui Lee 1

Ju Hui Lee

CFA, CAIA, FSA, FCIA, CERA, FRM

Head of Investment Risk and Performance

United Nations Joint Staff Pension Fund (UNJSPF)

View Bio
Antonio Loureiro 1

Antonio Loureiro


Principal, Total Fund Management

Ontario Teachers’ Pension Plan

View Bio
Jon Spinney

Jon Spinney

CFA

Chief Investment Officer

Vestcor

View Bio

The Event Experience

Participate in peer-to-peer discussions addressing forward-looking topics facing institutional investors​

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Network with institutional investors and your peers through a series of breaks and roundtable exchange discussions

Hear from a vast array of industry experts through interactive discussions

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Extend connections at the off-site reception and dinner

Interact with speakers and make connections through use of an event app

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Innovation and Resilience Forum 2023 Event Highlight

Ways to Participate

Speak

Propose a speaker for a topic aligned with the conference theme

Attend

Complimentary passes available for qualified institutional investors

Sponsor

Limited sponsorship opportunities available for provider firms

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Steven Asprey

PhD

Managing Director, Quant Strategies Grouop

OMERS Capital Markets

Steven joined OMERS Capital Markets in October 2019. His expertise lies in systematic investment and portfolio management, as well as alternative data and investment data science. Steven is helping to lead the Global Diversified Program team to improve and optimize their data-driven decision-making processes and portfolio management.

Steven was previously in the Capital Markets division of Ontario Teachers’ Pension Plan, working within the Quantitative Strategies and Research team. Prior to that, he was Head of Portfolio Analytics within OMERS Capital Markets. Steven spent over 15 years in London, UK where he held various investment and portfolio management positions in the fund management and investment banking industries.

Steven holds a PhD in Chemical Engineering from Queen’s University in Kingston, Ontario and has completed two Post-Doctorates at the Tokyo Institute of Technology and Imperial College, London, UK.  

Marc Gauthier

CPA, CMA

University Treasurer and Chief Investment Officer

Concordia University

University Treasurer and Chief Investment Officer – Concordia University

Mr. Gauthier is responsible for the oversight of the University’s and its related entities’ financial position, which are segregated through five distinct portfolios; Benefits (Pension Plan, Group Insurance Plans, Supplementary Retirement Plans and Post Retirement/Employment Benefits), Investments (Pension Fund and Foundations), Corporate Risks (Insurance, self-insurance and ERM programs), Capital Budget (Capital investments and Fixed Assets) and Financing. He has been employed by Concordia University for 31 years; his responsibilities have also included such roles as Executive Director, Finance and Business Operations, Director of Finance and Restricted Funds and prior as a senior financial analyst and accountant. Mr. Gauthier obtained his CMA and graduated from Finance and Accounting at Concordia University as well as from Queen’s Executive Program in General Management.

Trésorier et Chef de Placement – Université Concordia

M. Gauthier a comme mandat la surveillance de la situation financière de l’Université et de ses entités affiliées, répartis en cinq portefeuilles distincts; avantages sociaux (régime de retraite, régimes d’assurances collectives, régimes de retraite supplémentaires et avantages post-retraite/emploi), placements (caisse de retraite et ces fondations), risques corporatifs (programme d’assurance, auto-assurance et GRE), budget des immobilisations (investissements en capitaux et immobilisations) et financement. M. Gauthier est employé à l’Université depuis 31 ans; il a occupé des rôles tels que Directeur exécutif, finances et gestion des affaires, Directeur des finances et fonds avec restrictions, analyste senior et comptable. Il a obtenu son CMA et est diplômé en Finance et Comptabilité de l’Université Concordia. 

Christophe L’Ahelec

Managing Director, Head of Active Public Markets

University Pension Plan

Christophe L’Ahelec is an investment professional with more than twenty years of global experience in France, Hong Kong, Switzerland, and Canada.

As Managing Director, Head of Active Public Markets, he is responsible for UPP’s global investment strategy with a particular focus on Active Public Market activities, including Public Equity, Public Credit and Absolute Return Strategies.

Prior to that, Christophe was a Senior Principal in the Capital Markets (CM) department, at Ontario Teachers’ Pension Plan Board where he was accountable for the top-down management of the external managers portfolio and was part of the investment committee allocating to hedge fund, private credit and long only equity managers. During his 11 years tenure at OTPP, he originated, conducted due-diligence, and on-boarded systematic alpha managers in the equity and futures space, along with leading the group’s work in the alternative risk premia space.

Before coming to Canada, Christophe was a quantitative analyst and assistant portfolio manager at Mignon Genève SA/Alpstar Asset Management, in Switzerland, where he took part in the creation and portfolio management of a European systematic market neutral fund.

Christophe spent the first two years of his career working for BNP Paribas in Hong Kong where he provided real-time quantitative support to the fixed-income trading desk.

Christophe is a graduate engineer in Finance and Applied Mathematics from the Ecole Nationale Supérieure d’Informatique et de Mathématiques Appliquées de Grenoble, France and holds the Chartered Financial Analyst® designation. He has been invited to speak globally on advanced portfolio and risk management topics and is also known for his work as an academic writer. His papers have been published in the Journal of Asset Management and the Journal of Alternative assets. 

Ju Hui Lee

CFA, CAIA, FSA, FCIA, CERA, FRM

Head of Investment Risk and Performance

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.

Antonio Loureiro

CFA, FRM

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).

Jon Spinney

CFA

Chief Investment Officer

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.

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