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Richard Anton is Chief Client Officer at CIBC Mellon, with overall responsibility for the company’s relationship management, product development, strategic client solutions, corporate communications and marketing activities. He is also a member of the company’s leadership team.
Richard has more than 30 years of asset servicing and investment operations experience. He previously served as Chief Operations Officer, where he was responsible for investment operations, client service delivery and operational transformation. As Chief Client Officer, Richard’s primary focus is on helping clients achieve operational transformation built on the powerful foundation of solutions available from CIBC Mellon, its parent companies and a growing array of allied technology providers. Canadian market expertise and focus on advancing investment operations innovation has helped clients understand and undertake their toughest transformation challenges. Prior to joining CIBC Mellon in 2014, he was COO of State Street Cayman.
Richard holds a Bachelor of Commerce degree from Toronto Metropolitan University (TMU, formerly Ryerson University). He is a proud advocate for inclusive and accessible youth sports, and he serves on the Boards of Directors for Bay Street Hoops. He also serves on the Board of Directors for Young People’s Theatre. He is a member of the advisory board for TMU’s School of Accounting and Finance. In 2019, Richard was awarded the G. Raymond Chang Outstanding Volunteer Award by TMU.
M.A., CFA
Alex has 17 years of industry experience, spanning global macro research, asset allocation and portfolio construction. He joined iA in 2024 from Ontario Teachers’ Pension Plan, where he led the Dynamic Asset Allocation team within Total Fund Management. Previously, he was Chief Economist & Strategist in the Multi-Asset Strategies team at Mackenzie Investments. Alex is a CFA charterholder and is based in Montreal.
CFA
Master of Arts (Honours) in History (University of Cambridge), Chartered Financial Analyst. Edward joined Orbis in 2010. He co-leads the London-based Global Investment team, researching companies globally across all sectors and directing the team’s research in selected sectors. He previously worked as a political adviser.
PhD
Philippe Goulet Coulombe is a professor of economics at the Université du Québec à Montréal (UQAM) and an associate researcher at the Chair in Macroeconomics and Forecasting. He holds a PhD in economics from the University of Pennsylvania, a master’s degree from Queen’s University, and a bachelor’s degree from Université Laval. A recognized researcher in the development of advanced techniques in macroeconomic modeling, he leads several projects at the intersection of artificial intelligence and econometrics. He also conducts work in finance and on the statistical modeling of climate change.
Prof. Goulet Coulombe has delivered over 60 presentations in 15 countries, notably at academic conferences and central banks. He has produced around twenty research papers, including 10 articles published in leading scientific journals. He regularly comments on and explains various economic issues in the media, appearing on television, in print, and on the radio.
CFA
Jacky Chen is the Director of Total Fund Completion Portfolio Strategies at OPTrust, one of Canada’s largest pension funds, and is an Adjunct Professor at the University of Toronto’s Rotman School of Management.
At OPTrust, Jacky is responsible for leading the development, implementation, and day-to-day portfolio management of cross-asset systematic investment strategies, utilizing both traditional and machine learning approaches. Additionally, he is an active participant in various total fund investment initiatives.
At the University of Toronto, Jacky teaches a financial innovation course at the Rotman School of Management. He is also involved with the Rotman Financial Innovation Hub, where his research centers on the application of machine learning techniques for portfolio hedging, derivatives pricing and risk management. His work has been published in major academic journals.
Jacky holds a B.Sc. in Financial Economics and Statistics and a Master’s degree in Financial Risk Management, both from the University of Toronto, and is a CFA Charterholder.
CFA, PhD
Robert Chen is Senior Portfolio Manager, Factor Investing & Portfolio Completion. He is responsible for leading the design and implementation of the Public Equity Factor Investing program, including developing new portfolio management tools, leading factor research and managing external and internal factor mandates across Canadian, Emerging and Global markets.
Robert has over 18 years of experience across multiple asset classes and global markets. Before joining IMCO in 2019, Robert was Head of Asset Allocation and Passive Investments at Harvest Global Investments, based in Hong Kong. In that role, Robert led his team to build domestic and global multi-asset solutions and manage offshore exchange-traded funds (ETFs) tracking China A-shares for foreign investors.
Robert was also Head of Asset Allocation Investment and Research Centre, Harvest Fund Management, based in Beijing, focused on the integration of innovative research in big data, machine learning and artificial intelligence (AI) with investments in a practical manner. Previously, Robert held senior Global Tactical Asset Allocation (GTAA) roles at Mellon Capital Management and CPP Investments.
Robert holds a PhD in Finance from The University of Toronto, a Master’s degree in Economics from Simon Fraser University and is a CFA Institute Charterholder.
MSc, CFA
Tamara has over 25 years of combined experience in capital markets and ESG strategy. She is based in Montreal and works with investment management firms and asset owners to advance their ESG integration practices across both risk and value frameworks. She was previously the Head of ESG Integration for KKS Advisors, a global ESG Advisory firm. Tamara has held various front office investment management positions for the Bank of Montreal and Credit Lyonnais in the global derivatives and foreign exchange markets and was previously the head of research and risk for a start-up fixed income asset management firm in Montreal. Before founding Close Group Consulting, she spent 10 years in senior leadership roles within the risk and public markets investment groups of PSP Investments. She is also the founder and creator of the Sustainable Risk Assessment Framework
Tamara holds the Chartered Financial Analyst (CFA) certification and is a member of the ESG Examination Subcommittee for CFA Institute, a council member of the Canadian Advocacy Council for CFA Societies Canada. She is a Board director for Evovest, an investment management firm using artificial intelligence and evolutive learning techniques to manage investment portfolios. She is also a Board director for CFA Montreal and was previously the Chair of the ESG Committee. Tamara is also a member of the Investment Committee for the JGH Foundation. Tamara is a Strategic Advisor to the Veristell Institute, a globally focused think-tank on ESG and Corporate Purpose, and an Advisor and Contributor to PracticalESG, a source for ESG thought leadership. Tamara is a regular contributor to industry journals and author of thought leadership on ESG, risk management and sustainable investing and is a sought after speaker. She earned a Bachelor in Economics from McGill University and a Master of Science degree in Finance from the John Molson School of Business. She is based in Montreal and is fluent in English and French.
Pierre is Portfolio Manager, Private Assets at The Canadian Medical Protective Association where, together with the team, he oversees and directs investments and co-investments in Private Equity, Private Debt and Real assets. He is also a member of the Total Portfolio Investment Committee where he participates in the overall risk allocation of the CMPA portfolio.
Prior to this assignment in 2018, Pierre managed pension fund assets for more than 20 years at National Bank of Canada and Domtar. Before joining Domtar in 1996 where he was also involve in financial risk management, Pierre worked in Treasury Operations for the Montréal Transit Corporation and in various analyst role for Caisse de Dépôt et Placement du Québec where, among other things, he participated in the development and implementation of VAR models.
Early in his career, Pierre gave lectures at HEC Montréal and for the CFA examination prep courses. Pierre has been on the University of Sherbrooke Pension plan Investment Committee for more than 14 years. He was on Pension Investment Association of Canada (PIAC) Board for many years and was also involved in their various committees over time.
Pierre graduated from École des Hautes Études Commerciales (HEC) in Montréal with a Master degree in Finance and he is a CFA Charterholder.
ASA, CFA, CIM, FRM, PhD
Shafiq leads the team responsible for research and management of quantitative equity mandates in the Systematic Strategies Group within Capital Markets and Factor Investing (CMF).
Prior to joining CPP Investments in 2022, Shafiq was the Managing Director, Head of Quantitative Equity at British Columbia Investment Management Corp. (BCI) where he led the team that built BCI’s quantitative equity program and managed Global, Global ESG, and Canadian mandates. Previously, from 2009 to 2015, he was a partner and head of research at AJO, a quantitative institutional investment manager based in Philadelphia with over USD 25B in AUM. He also worked as a senior researcher at State Street Associates and Financial Engines. Shafiq began his career in 1999 as a researcher at the Bank of Canada.
Shafiq holds a BA (Hons) in Economics from the University of British Columbia, and MA and PhD degrees in Economics from Queen’s University. He also earned an MS degree in Computer Science from Columbia University, specializing in Natural Language Processing. He is a CFA Charterholder and holds the Associate of the Society of Actuaries (ASA), Financial Risk Manager (FRM), and Canadian Investment Manager (CIM) designations.
CFA
Andy Gardner is a Portfolio Manager for the Fiera Atlas Global Companies. Andy joined Fiera Capital in March of 2021 as part of Fiera’s acquisition of AMP Capital’s Global Equities capability.
Andy has more than 17 years’ experience as a portfolio manager and equity analyst. Andy started with AMP Capital in 2012 within the Fundamental Equities team before helping lead the development of AMP Capital’s Global Equity capability. Prior to AMP Capital, Andy spent time working at MF Global where he co-led the build out of their Asia Pacific equity research and principal strategies teams. He began his career in London at Man Group, covering European and US equities.
Andy holds a Bachelor of Science (BSc) in Economics from King’s College London. He is a CFA Charterholder.
CFA, M.Sc
Frédéric Gauvin is the President of the Retirement Committee and the Investment Committee of the University of Sherbrooke Retirement Plan. Mr. Gauvin has over 20 years of experience in financial management, including portfolio management, risk management, treasury, and investment and derivative product evaluation. He is currently the President of the Retirement Committee of the University of Sherbrooke and a financial risk management consultant, collaborating on several asset management projects with several institutional investors. He has also worked for CDCC Groupe TMX, Ernst & Young, Société Générale, and State Street Global Advisors. In addition, he is a member of the Investment Committees of the Quebec Notaries Chamber, the Quebec Notaries Professional Liability Fund, the Quebec Architect Liability Fund and the Sisters of the Holy Names of Jesus and Mary of Quebec foundation and investment fund.
Holding the CFA (Chartered Financial Analyst) title, he graduated from the University of Sherbrooke with a Master’s degree in finance in 1998. His skills and experience in risk management align well with best practices for managing a retirement plan.
Jeff Galloway is a Senior Vice President, Portfolio Manager and Senior Credit Analyst at Amundi US. Jeff is a Portfolio Manager for Multi-Asset Credit strategies that invest in a broad spectrum of domestic and global credit related sectors with a focus on corporate credit (Investment Grade, High Yield and Leveraged Loans) and securitized credit. Jeff is a senior member of Amundi US’s Corporate Credit Research team and leads the firm’s internal distressed research credit team, which is responsible for analysis and management of stressed and distressed credits. Prior to joining Amundi US, Jeff held roles of increasing responsibility in credit research at two leading global banks as well as at a multi-strategy hedge fund. He holds an M.B.A. from the University of Chicago Booth School of Business and a B.B.A. from the University of Iowa Henry B. Tippie College of Business, where he graduated with distinction and honors and was elected to Beta Gamma Sigma and Phi Eta Sigma honor societies. He earned his CFA® designation in 2003.
CPA, CMA
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.
PhD
Matt is BCA Research’s Chief Strategist, Geopolitical Strategy and US Political Strategy. He oversees the firm’s coverage of market-relevant policy developments across the world. Prior to joining BCA in 2015, Matt worked as a Senior Analyst at Strategic Forecasting, Inc (Stratfor) and in various academic and publishing roles. Matt holds an MPhil from the University of Cambridge and a PhD from the University of Texas at Austin.
PhD
Toby Goodworth is Head of Liquid Markets at bfinance and a member of the firm’s Senior Management Team. Previously, he was Head of Risk Management and a member of the Investment Committee at Key Asset Management, one of Europe’s oldest fund of hedge funds. He has over 20 years of industry experience, including 18 years as an allocator within the hedge fund industry. Toby holds a PhD in Physics from University College London and a First Class honours degree in Physics, also from UCL.
CFA, CAIA, FSA, FCIA, CERA, FRM
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.
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.
Tanya Lai is Managing Director, Public Markets at Investment Management Corporation of Ontario (IMCO). She is responsible for IMCO’s public equities assets, focusing on strategy research, implementation, and portfolio construction.
She is the Chair of the IMCO Portfolio Construction Committee that ensures the IMCO Public Equity investments are aligned with long-term investment goals.
Before joining IMCO at its inception in 2017, Tanya was the Managing Director of Public Markets at the Ontario Pension Board, leading its entry into emerging markets. She has worked with Canadian-based pensions (defined benefit and contributions plans) and endowments. She oversaw investment research on traditional/alternative asset classes and multi-manager structure design while leading risk management initiatives.
Tanya has an MBA from the University of Toronto’s Rotman School of Management and a Bachelor of Commerce (Honours) from the University of Toronto. She is a CFA charter holder and a member of the Toronto CFA Society.
Tanya currently serves on the Investment Advisory Committee of the Ontario Public Guardian and Trustee (“OPGT” ), and she serves on the Investment Committee of the Centre for Addiction and Mental Health Foundation (“CAMH Foundation”). Previously, she was a board member of the Toronto Investment Board.
M.Sc.
Alexandre Roy is Senior Managing Director, Total Fund Management, at the Public Sector Pension Investment Board (PSP Investments). Alexandre and his team are responsible for the following activities within the Chief Investment Officer (CIO) Group: Beta Management, Dynamic Asset Allocation and Currency Management, Strategic Asset Allocation, Total Fund Integration and Macroeconomics.
Since joining PSP in 2007, Alexandre held several Public Market Risk positions before being appointed Vice President, Total Portfolio Investment Risk Activities. In 2018, he joined the CIO Group as Vice President and Head of Total Fund Strategy and Investments.
Alexandre started his career at Hydro-Québec, where he held financial risk management positions within Treasury and Hydro Quebec’s pension fund.
He holds a Master’s degree in Financial Engineering from HEC Montréal and a B.Sc. in Mathematics from the Université de Montréal. A dedicated professional in quantitative financial markets, Alexandre has also taught Interest Rate Derivatives and Risk Management at graduate level.
CFA, FRM
CFA, FSA, CAIA, PRM
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).
Dominic Poulin is Head of Real Assets at Desjardins Group Pension Plan (DGPP). He leads a team that invests domestically and globally in a variety of investment structures including commingled funds, co-investments, joint ventures and direct investments with a focus on delivering strong risk adjusted income and capital returns for DGPP’s beneficiaries. In his position, Mr. Poulin also oversees DGPP’s key operator/partner relationship network.
Dominic joined DGPP in 2018. He was previously at PriceWaterhouseCoopers Montreal where he worked on the assurance group. In his functions at DGPP, he helped to develop and grow the alternative investment program, which reached $6,5 billion and delivered strong outperformance over the last few years.
Dominic holds a Bachelor of Commerce from McGill University where he graduated with distinction. He is also a Chartered Professional Accountant (CPA) as well as a CFA Chaterholder (CFA).
CFA
CFA, CAIA, CPA
Head of Public Markets Sales
Emerson Savage is a member of the Institutional Markets team and is responsible for business development efforts for Fiera Capital’s public markets platform, working with insurers, pensions, family offices, and nonprofits across Canada.
Emerson has been with the firm since 2021. Previously, he worked for a Canadian investment management firm leading institutional client service and business development activities across Canada.
Emerson has a Bachelor of Business Administration (BBA) from the University of New Brunswick, with honors in Finance and Accounting. He holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Chartered Professional Accountant (CPA) designations.
CFA, MBA
Yelena is the Head of Investments at Embark where she oversees more than $6 billion of assets under management. Yelena’s main responsibilities include developing and overseeing investment strategy, monitoring external investment managers, new product design and launch, risk management, and regulatory reporting.
Yelena has an MBA from University of Western Ontario. She is a CFA Charterholder and currently serves as the Chair of the Institutional Asset Management Committee at the CFA Society
Toronto.
Zarqaa Shaikh is the Managing Director of Completion Portfolio Strategies in the Total Portfolio Management group. Zarqaa joined OPTrust in 2017 and is responsible for co-managing the liquid public markets portfolio to complete the Total Fund’s risk factor exposure and enhance the Fund’s risk and return profile. Zarqaa provides strategic direction on the Plan’s externally managed public-market investments. In addition, Zarqaa manages the team’s overall Hedge Funds strategy and portfolio construction. Zarqaa also manages several venture capital relationships within the Technology & Innovation Portfolio.
Before joining OPTrust in September 2017, Zarqaa spent close to four years working in private equity at Starling Group, a family office in Dubai, and allocating capital across North America, Europe and Asia.
Zarqaa holds an MBA from the Rotman School of Management, University of Toronto. She is also a CFA Charterholder.
With net assets of $25 billion, OPTrust invests and manages the OPSEU Pension Plan, a defined benefit plan with over 110,000 active members and retirees.
CFA, ICD.D
Terri Troy, CFA, ICD.D is Co-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
CFA, MBA
Derek leads the Portfolio Design & Construction (PD&C) group. PD&C is responsible for recommending the Fund’s risk appetite, and for strategic and tactical allocations Prior to his current role, he held the roles of Managing Director, Head of Active Investment Management and Managing Director, Head of Portfolio Engineering – both within Total Fund Management (TFM). Prior to joining TFM, Derek was a Senior Portfolio Manager in the Global Tactical Asset Allocation group within Public Market Investments.
Before joining CPP Investments, Derek held a variety of positions related to quantitative investing and indexing at Barclays Global Investors and Morgan Stanley Capital International SA.
Derek holds an MS in Computing and Information Science from Queen’s University and an MBA from INSEAD. He is a CFA charterholder.
CFA
Malcolm specializes in the technology sector and is responsible for equity portfolio management and research. Most recently, he served as Senior Portfolio Manager at CI Global Asset Management. He has been recognized for four consecutive years as a TopGun Investment Mind in Canada, attaining Platinum Status (TopGun Investment Minds and Buy-Side Traders of Canadian Stocks 2021/2022 | Brendan Wood International | TopGun Press). Malcolm holds a Bachelor of Arts from Queen’s University and the Chartered Financial Analyst (CFA) designation. He has lectured internationally on the applications of AI in finance and is currently completing his Master of Science, Data Science from the University of Colorado Boulder.