MASc, CFA
Charles Chan is Assistant Vice President, Artificial Intelligence at CIBC Mellon. Charles is responsible for designing and delivering CIBC Mellon’s AI strategy and driving AI enablement across the organization. Charles has more than 11 years of experience in financial services, ranging from management consulting and program management to the delivery of AI initiatives.
JingYi is a Senior Director, Investment Risk at OPTrust, leading Total Fund and Public Market Risk. She has over 10 years of experience in risk appetite setting, liquidity stress testing, risk budgeting, and Total Portfolio Approach initiatives, with prior capital markets experience across the buy and sell sides in Toronto and Hong Kong.
CAIA
David Dong is a Senior Analyst in the Active Public Markets team at University Pension Plan (UPP), where he focuses on external manager allocation for credit and multi-asset strategies. His responsibilities include investment due diligence, portfolio construction, and portfolio management across a range of hedge fund strategies, including managed futures, systematic macro, quantitative and discretionary multi-strategy, and long-biased credit.
Before his current position, David held several roles at UPP, starting as an intern in Active Public Markets and advancing through various positions focused on both hedge fund and long-biased equity investing. Prior to joining UPP, he completed internships with Ontario Teachers’ Pension Plan (OTPP), OMERS, and BMO Capital Markets, where he developed experience in research, trading, and analytics.
David holds a Master of Financial Economics (MFE) from the University of Toronto’s Rotman School of Management and a Bachelor of Mathematics from the University of Waterloo, with a double major in Actuarial Science and Statistics. He is also a CAIA Charterholder.
CFA, CAIA
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.
CFA
Lekan is responsible for raising capital from Canadian Institutional Investors for Fiera’s $18B private markets investment platform, with opportunities across private equity, private debt, real estate, infrastructure, farmland and timberland.
Lekan has more than 7 years of industry experience. Prior to joining Fiera Capital, Lekan worked for a couple of Canada’s largest investment management and financial services firms, specializing in business development and client servicing. In addition, Lekan played for the CFL’s Montreal Alouettes as a defensive back.
Lekan obtained a Bachelor of Commerce (BCom) in Finance from the University of Windsor: Odette School of Business. He has completed Levels 1 & 2 of the CFA curriculum and is currently a CFA Level 3 Candidate.
MASc, CFA
CFA, FRM
CFA
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.
Ryan Mak joined Canada Post Corporation Pension Plan in 2021 and is currently a Senior Portfolio Manager, Infrastructure Investments. In his role, Ryan is responsible for investment due diligence, portfolio construction, and monitoring of existing infrastructure assets. Prior to his role at Canada Post, Ryan was an Associate at investment management firm Neuberger Berman Group LLC where he worked across the private markets platform.
Ryan holds an Honours Business Administration (HBA) degree from the Ivey Business School and a Bachelor of Engineering Science (BESc), Integrated Engineering degree from Western University. Ryan is also a CFA charterholder.
Brittany Trumper is a Director on the Global Investment Strategy team at the Ontario Teachers’ Pension Plan. In her role, Brittany is responsible for developing strategic responses to emerging global themes that traverse asset classes and regions. She leads key cross-functional, strategic initiatives for the Investments Division and enterprise across a range of topics, including AI, technology and data, and geopolitics.
Prior to joining OTPP, Brittany was a Senior Manager in Deloitte’s M&A practice, specializing in Integration & Separation Advisory, and was the Chief of Staff for Deloitte’s National Consumer Practice. Brittany brings over 13 years of experience across a number of industries, including CPG & Retail, Transportation, Mining, and Technology, and has advised on more than 15 transactions. Her experience advising clients spans integration design and execution, M&A strategy and market analysis, value creation, due diligence, and large program management.
She began her career in the gold mining industry as a corporate lobbyist.
Brittany holds a Masters in Global Affairs from the Munk School of Global Affairs at the University of Toronto and BA in Political Science from McGill University.
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.
Criteria
Green Key certified establishments meet a set of high standard environmental requirements. The Green Key criteria and their explanatory notes are available to all interested parties and can be downloaded below. We have developed criteria and explanatory notes for six Green Key categories (hotels and hostels, campsites and holiday parks, small accommodations, conference centres, restaurants, and attractions) covering the same 13 criteria areas.
