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Evan Siddall

Chief Executive Officer

AIMCo (Alberta Investment Management Corporation)

Evan Siddall joined AIMCo as Chief Executive Officer in July, 2021. Previously, Evan served as President & Chief Executive Officer of the Canada Mortgage and Housing Corporation (CMHC). Under his leadership, CMHC transformed itself into a client-centered, innovative, impactful organization. Evan’s three decade career in finance also includes stints with leading investment banking firms in Toronto and New York and two years as a senior executive with Irving Oil Limited.

Evan has a B.A. in Management Economics from the University of Guelph, a law degree from Osgoode Hall Law School and has completed Harvard Business School’s Presidents Program in Leadership.

He co-founded Growling Beaver Brevet, the largest single day fundraiser for Parkinson’s in Canada, which has raised nearly $2 million in five years. Evan is a dedicated cyclist, skier and a voracious reader. He has two adult children.

Sadiq S. Adatia

FSA, FCIA, CFA

Chief Investment Officer

BMO Global Asset Management

As Chief Investment Officer, Sadiq S. Adatia manages the BMO Global Asset Management (BMO GAM) Investment Team. Sadiq sits on BMO GAM Executive Committee and is responsible for investment strategy and risk management. He will oversee the investment team on asset allocation, portfolio structure, and fund strategies across all traditional asset classes, and investment functions, including Trading, Portfolio Analytics and Investment Governance. Sadiq joined BMO GAM in July 2021, bringing with him strong knowledge and expertise in managed solutions, risk management, derivatives and tactical asset allocation.
His investment strategy has focused squarely on managing investment risk while still pursuing the growth investors are looking for. A strategy that has been widely embraced, with Sadiq’s team overseeing more than $150 billion today.
Sadiq’s investment knowledge is also sought after in the broader investment community, and is frequently asked by media outlets like CNBC, BNN/Bloomberg and Reuters for his insights. He also travels extensively across Canada, meeting with advisors, consultants, investors, plan sponsors and companies to discuss portfolio positioning, markets and the world economy. Before joining BMO GAM, Sadiq was Chief Investment Officer at Sun Life Global Investments and Russell

Avik Dey

Senior Vice President and Chief Financial Officer

NOVA Chemical

Avik Dey is Senior Vice President and Chief Financial Officer, responsible for NOVA Chemicals’ finance, strategy, corporate development, information technology, and government relations teams. Dey joined NOVA in June of 2021. A respected business leader, he has held senior financial, investment, and leadership positions across the energy, investment management, and professional sports industries in Canada, US, and Latin America.
Prior to joining NOVA Chemicals, Dey served as Managing Director, Head of Energy & Resources at CPP Investments. Under his leadership, the Energy & Resources group grew from an idea to a leading global investor focused on energy transition with AUM (assets under management) exceeding USD$10 billion. While at CPP Investments, he served as a member of the Global Leadership Team, Real Assets Investment Committee, and the Real Assets Management Committee.
Dey earned a Bachelor of Commerce from the University of Calgary. He currently serves as a director of
Enactus Canada. Previously, he served on the boards of Calpine Corporation, Seven Generations Energy and Chaired the boards of Teine Energy, Wolf Midstream and Crestone Peak Resources. Dey was named to Canada’s Top 40 under 40 for 2017. 

Lauren Frosst

MBA

Director, Investments

Calgary Foundation

Lauren Frosst is Director, Investments for Calgary Foundation. Lauren supports the Vice President, Chief Investment Officer with effective oversight of the Primary Endowment Portfolio and management of other financial assets. She conducts investment research, aids in asset allocation and risk management strategies, and supervises investment manager due diligence and monitoring processes. Lauren also developed the Calgary Foundation’s strategy for impact investing as well as processes for deal origination, underwriting, and monitoring of investments. Lauren has a BFA, Printmaking and MBA, Finance from the University of Calgary. She also studied international commerce at the Vienna University of Economics and Business.

Brittany Jones

CAIA

Senior Manager Portfolio Analytics and Research | Government of Alberta Capital Markets

Government of Alberta | Department of Treasury Board and Finance

Bio

Brett House

Principal

Tesseract Advisors

Brett House is Principal at Tesseract Advisors. Until recently, he was Vice-President and Deputy Chief Economist at Scotiabank. Prior to joining Scotiabank in October 2016, Brett was Chief Economist at an alternative investment management start-up in Toronto and Global Strategist at Woodbine Capital Advisors, a New York-based global macro fund. Earlier in his career, Brett served as Principal Advisor in the Executive Office of the United Nations Secretary-General and as an Economist at the International Monetary Fund. He cut his teeth in financial markets at Goldman Sachs International in London and at the World Bank in Washington, DC. Brett is a Rhodes Scholar with degrees in economics from the University of Oxford and Queen’s University at Kingston. In addition, he has taught at Oxford University, McGill University, and the University of Cape Town, and has held research roles at Columbia University and Massey College at the University of Toronto. Brett sits on the investment committees of Pearson College and the Canadian Rhodes Scholars’ Foundation. He received the 2014 Québec Notable Award in Finance, the 2015 Good Citizen Award from his hometown of Lincoln, Ontario, and the 2018 Professional Leader Award from Start Proud. He was named a Young Global Leader by the World Economic Forum (Davos).

Richard Iwuc

MBA, CFA

Portfolio Manager

University of Alberta

Richard has held a variety of positions in economics, finance and investments over his professional career. He started as a Research Analyst with the City of Winnipeg, specializing in economics and taxation policy and later shifted toward finance as an analyst and manager at the Winnipeg Stock Exchange. Moving to investments, he transitioned into an opportunity to establish and manage the Manitoba Public Insurance Investment Department. He joined the University of Alberta as the Portfolio Manager for the endowment in 2009. The focus of his work is presently on external investment managers in private markets and real estate. He is also responsive for risk and strategy research and analysis. Richard holds a BSc and MBA from the University of Manitoba and is a CFA Charterholder.

Dylan Oelofse

Senior Risk Manager, Public Equity

Alberta Investment Management Corporation

Dylan Oelofse managed emerging market interest rate swap and government bond portfolios at Barclays Africa for 6 years. He subsequently joined Abax Asset Management in Cape Town where he helped oversee various multi-asset income portfolios and a flexible income hedge fund. Dylan has been the Senior Risk Manager covering Public Equity at the Alberta Investment Management Corporation for the last 3 years. He plays the classical guitar, is a keen chess player and truly enjoys fly fishing whenever possible.

Catherine Rothrock

Chief Economist and Executive Director

Alberta Treasury Board and Finance

Catherine Rothrock is the Chief Economist for the Government of Alberta. Her team analyzes economic trends and develops forecasts to support budget and fiscal planning for the government.

Catherine started her career in the energy sector as an analyst in Calgary for Enron, UBS Warburg Energy, and Purvin & Gertz, an oil and gas consulting firm. She brought her experience to Alberta Energy in 2008, where she studied oil markets and developed the oil price forecast. In 2011, Catherine joined Alberta Treasury Board and Finance as a manager in the Economics, Demography, and Public Finance branch before serving as the Deputy Chief Economist. Catherine also has a keen interest in development which took her to Mozambique for three years, where she worked with local NGOs and learned to speak Portuguese.

Catherine holds a Master’s degree in economics from the University of Guelph.

Sam Roach

CFA

Portfolio Manager

The City of Calgary

Sam is a portfolio manager with over a decade of institutional investment experience. Currently Sam oversees The City of Calgary’s $4.5 billion external manager investment program, covering a diverse portfolio of equities, fixed income, real estate, private equity, infrastructure, private credit and mortgages. Prior to his career as a portfolio manager, Sam was an institutional equity research analyst for two of Canada’s top-ranked research teams. Sam graduated from the University of Calgary’s Haskayne School of Business with distinction, and is a CFA Charterholder.

Alexandra Schultz

Vice President

PCCP, LLC

Alexandra Schultz joined PCCP in April 2019 and serves as the internal portfolio manager for PCCP’s open-ended core-plus debt strategy. Ms. Schultz is also responsible for debt and equity originations in Northern California, Utah, and the Midwest. Prior to joining PCCP, Ms. Schultz worked in Wells Fargo’s Commercial Real Estate Group in Chicago and San Francisco. In her role at Wells Fargo, Ms. Schultz underwrote, originated and managed commercial real estate loans for a number of real estate investors and developers located across the country. Since beginning her career, Ms. Schultz has been involved in debt and equity investments in the apartment, industrial, office, retail, and single-family for-rent sectors. Ms. Schultz earned her Bachelor of Business Administration degree with a major in Real Estate from the University of Wisconsin‐Madison.

Gosia Talanczuk

VP, Investment Policy and Oversight

LAPP Corporation

Gosia is responsible for investment policy development for Local Authorities Pension Plan (LAPP). Gosia also provides oversight of the policy implementation by Alberta Investment Management Corporation (AIMCo).
Prior to joining LAPP in 2017, she had been a member of the investment management community in Alberta for over 20 years, managing public and private asset class portfolios at AIMCo and AIMCo client organizations, including structured and quantitative equities, alpha transfer solutions, hedge funds, currency strategies, real estate and infrastructure. While allocating capital within large external portfolios, Gosia researched and evaluated hundreds of investment firms and strategies both locally and globally.
Gosia holds a Master of Law degree from University of Wroclaw (Poland), a Bachelor of Commerce with Distinction (majoring in finance) degree from the University of Alberta, and holds a Chartered Alternative Investment Analyst designation. She has also completed the Canadian Securities Course, and additional coursework in negotiations, management and communications

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 

David Ward

MBA

Senior Vice President, Asset Management

Canadian Urban Limited

As the Senior Vice President of Asset Management, David is responsible for managing and servicing our client base. David has over 25 years of commercial real estate experience in the areas of asset management, acquisitions, dispositions, leasing and property management. David has traded over 12.5MSF of industrial and commercial real estate valued at over $3.0B. He has also served as the Fund Manager of two major industrial funds while supervising a team of asset managers overlooking $2.5B of office and industrial properties. David served as the President of Toronto NAIOP in 2012 and the Board of Directors of NAIOP Corporate in Washington DC. More recently, David was appointed to the Executive Committee while serving as the Treasurer of NAIOP Corporate. David has a BA in Urban Geography from Mount Allison University in Sackville, NB and an MBA from Western University in London, Ontario.

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