Advisory Board Interviews

Advisory Board Interviews

Marc Antoine Vezina Tardif 1

Marc-Antoine Vézina-Tardif

Director, Funds, Private Equity
La Caisse
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Institutional Connect is pleased to feature a spotlight with Marc-Antoine Vézina-Tardif, Director, Funds, Private Equity at La Caisse.

Institutional Connect is pleased to feature a spotlight with Marc-Antoine Vézina-Tardif, Director, Funds, Private Equity at La Caisse. MA discussed his career journey at La Caisse, including his transition from an investment associate role into private equity and the factors that motivated his interest in the asset class. He also shared key career advice that shaped his professional growth and highlighted the technical expertise, relationship-building, and communication skills young professionals need to succeed in private equity.

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John Lukovich 1

John Lukovich

MASc, CFA

Portfolio Manager, Factor Investing
IMCO
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John Lukovich, Portfolio Manager, Factor Investing at IMCO will present at NextGen Forum on March 3rd at Vantage Venues

Institutional Connect is pleased to feature a speaker spotlight with John Lukovich, Portfolio Manager, Factor Investing at IMCO. In this interview, John shares insights from his experience managing global multi-factor equity portfolios at IMCO, discussing how factor models have evolved over the past decade and the innovations now essential to systematic investing. He reflects on his transition from asset management to the asset owner side, the trade-offs involved in balancing alpha, diversification, capacity, and transaction costs, and offers perspective on how technology, data, and AI are reshaping the investment landscape, along with advice for young professionals looking to stay relevant in the years ahead.
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Anthony Chan 1

Anthony Chan

Director, Investment Operations
UBC Investment Management
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Institutional Connect is pleased to feature a spotlight with Anthony Chan, Director, Investment Operations at UBC Investment Management.

In this interview, Anthony reflects on his career journey in the investment industry, sharing what drew him to build a successful path in investment operations despite the broader industry trend toward front-office roles. He discusses why investment operations proved to be the right fit for him, highlights common mistakes early-career professionals often make and how to avoid them, and offers his top piece of advice for young professionals with three to five years of industry experience navigating their career paths.
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Khalisa Valani

Khalisa Valani

Principal, Completion Portfolio Strategies
OPTrust
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Khalisa Valani, Principal, Completion Portfolio Strategies at OPTrust will present at NextGen Forum on March 3rd at Vantage Venues

Institutional Connect is pleased to feature a speaker spotlight with Khalisa Valani, Principal, Completion Portfolio Strategies at OPTrust.
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Mussie Hailu 1

Mussie Hailu

CFA, CAIA

Consultant
Prime Quadrant
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Mussie Hailu, Consultant at Prime Quadrant will present at NextGen Forum on March 3rd at Vantage Venues

Institutional Connect is pleased to feature a speaker spotlight with Mussie Hailu, Consultant at Prime Quadrant. In this interview, Mussie shares insights into his role at Prime Quadrant and what drew him to build a career within the family office space. He discusses how the day-to-day responsibilities and decision-making environment of a family office differ from those in traditional asset management or private banking, and highlight aspects of the role that may be unexpected to those outside the sector…
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Jeff Chan

Jeff Chan

CFA

Director of ESG Investing
Canada Post Pension Plan
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Jeff Chan, Director of ESG Investing at the Canada Post Pension Plan will present at NextGen Forum on March 3rd at Vantage Venues

Institutional Connect is pleased to feature Jeff Chan, Director of ESG Investing at the Canada Post Pension Plan, in this speaker spotlight. In this interview, Jeff shares what motivated him to pursue a career in responsible investing well before it became a mainstream priority, and reflects on the career advice that helped shape his professional journey…
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Jessica Mitchell 1

Jessica Mitchell

CFA

Investment Associate
Calgary Foundation
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Jessica Mitchell, Investment Associate at the Calgary Foundation will present at NextGen Forum on March 3rd at Vantage Venues

Institutional Connect is pleased to feature a speaker spotlight with Jessica Mitchell, Investment Associate at the Calgary Foundation. In this interview, Jessica discusses her current role and responsibilities at the Calgary Foundation, and shares her journey transitioning from a back-office role into a more investment-focused position. She reflects on what motivated the career pivot, how she assessed the right timing, and the core competencies that proved essential when stepping into a role outside her original background…
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Marc-Antoine Vézina-Tardif

Director, Funds, Private Equity

La Caisse

As a director in the Investment Funds and External Management group at La Caisse, Marc-Antoine V. Tardif focuses on Private Equity investing. He manages relationships with private equity fund managers and supports the development and execution of fund strategies within La Caisse’s Private Equity portfolio. His role includes evaluating new fund opportunities, overseeing existing fund investments, and contributing to strategic partnerships globally. Mr. V. Tardif joined La Caisse in 2015 and has held increasing responsibilities within the Private Equity and Private Funds teams. He began his career at La Caisse as an Analyst in the Private Equity group. A former Vert & Or student-athlete, he holds a bachelor’s degree in business administration with a specialization in Finance from the Université de Sherbrooke.

John Lukovich

MASc, CFA

Portfolio Manager, Factor Investing

Investment Management Corporation of Ontario (IMCO)

John Lukovich is an accomplished investment professional with over 15 years of experience in asset management, specializing in quantitative equity and macro strategies. He is a Portfolio Manager at the Investment Management Corporation of Ontario, where he focuses on the management of global multi-factor equity portfolios. Previously, he was Managing Principal at WaveFront Global Asset Management, with responsibilities spanning portfolio management, research, and trading. John holds an M.A.Sc and B.A.Sc from the University of Toronto, and is a CFA Charterholder.

Anthony Chan

Director, Investment Operations

UBC IM

As the Director, Investment Operations, Anthony is responsible for leading UBCIM’s Investment Operations team to help deliver on the firm’s investment mandate and vision.

Prior to joining UBCIM, Anthony managed an Investment Operations team at Focus Asset Management, a Toronto-based Wealth Management firm. At Focus, Anthony strengthened processes and controls surrounding Trade Support, Fund Accounting, and Reporting. Before Focus Asset Management, Anthony spent 11+ years at Canada Pension Plan Investment Board (CPPIB) where he gained an understanding of the investment transaction lifecycle across multiple asset classes and ultimately enhancing its supporting processes. CPPIB looked to Anthony to provide operational subject matter expertise and lead complex transaction onboarding for their Active Equities and External Portfolio Management teams. Before CPPIB, Anthony began his career at State Street Canada managing teams in both Custody Servicing and Alternative Asset Fund Administration. 

Khalisa Valani

Principal, Completion Portfolio Strategies

OPTrust

Khalisa Valani is a Principal in the External Strategies team at OPTrust. Khalisa is responsible for macro and multi-strategy hedge fund strategies as well as incubation investments in novel and transformative technologies. In addition, she spearheads value creation efforts, which seek to connect external managers and companies with internal stakeholders to drive insight sharing and strategic benefits. Khalisa holds a degree in Nanotechnology Engineering from the University of Waterloo.

Mussie Hailu

CFA, CAIA

Consultant

Prime Quadrant

Mussie is a Consultant at Prime Quadrant, a multi-family office serving over 240 ultra-high net worth families.

In his role, Mussie leads investment strategy, portfolio construction, and risk monitoring for client families. Portfolios are diversified across public and private assets, managers, strategies, and geographies, with the aim of building robust portfolios tailored to achieve clients’ unique needs.

Mussie Hailu earned an Honours Bachelor of Commerce degree from the University of Ottawa and is a CFA and CAIA charterholder.

Jeff Chan

CFA

Director, ESG Investing

Canada Post Corporation Pension Plan

Jeff Chan is Director, ESG Investing at Canada Post Corporate Pension Plan. In this role, Jeff leads all aspects of the plan’s ESG efforts including ESG integration, stewardship efforts and the implementation of the plan’s climate change strategy. Prior to this role, Jeff was Director, ESG at a large Canadian asset management firm where he developed and led the implementation of the firm’s ESG strategy and roadmap, including policy and process creation. Jeff also played an integral role in ESG product development and ESG-related client servicing.

Jeff is a Chartered Financial Analyst (CFA) and has completed a Master of Science in Sustainability Management from the University of Toronto and a Bachelor of Science (Life Sciences) from McMaster University. Jeff also holds the FSA Credential from the Sustainability Accounting Standards Board (SASB) and the Sustainability and Climate Risk (SCR) Certificate from the Global Association of Risk Professionals (GARP).

Jessica Mitchell

CFA

Investment Associate

Calgary Foundation

Jessica Mitchell is an Investment Associate for Calgary Foundation. Jessica supports the Vice President, Chief Investment Officer and Director, Investments with effective oversight of the Primary Endowment Portfolio. She conducts investment research, reviews performance, aids in asset allocation and risk management strategies, and partakes in investment manager due diligence and monitoring processes. She has an undergraduate degree in Policy Studies from Mount Royal University and is a CFA® Charterholder.

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