Speaker Spotlight

DARCIE JAMES-MAXWELL
Head of Canadian Operations, Data and Platform Solutions
BNY Mellon and CIBC Mellon
Black History Month Featured Interview with Darcie James-Maxwell, BNY Mellon and CIBC Mellon

Steve Mahoney
CFA, FSA, CAIA, PRM
Chief Investment Officer
Nova Scotia Pension Services Corporation
Investment Strategies under Challenging Markets

Ju Hui Lee
CFA, CAIA, FSA, FCIA, CERA, FRM
Head of Market Risk
United Nations Joint Staff Pension Fund (UNJSPF)
Ju Hui Lee on Portfolio Construction, Risk Management amidst Rising Inflation and Market Volatility
The rising inflationary environment, coupled with geopolitical risks around the globe, has created a challenging environment for institutional investors. In advance of Innovation and Resilience Forum 2022, Institutional Connect interviews Ju Hui Lee, Head of Market Risk, United Nations Joint Staff Pension Fund (UNJSPF), who provides comments on portfolio construction, market and climate risks, and how to create a risk culture.
Jason Howard on DEI in Private Market Investing

VEENA RAMANI and YASIR MALLICK
Developing a Decarbonizing Roadmap in an Effort to Achieve Net Zero

Josée Mondoux
CFA, CAIA, FMA, FCSI
Chief Investment Officer
Canadian Medical Protective Association (CMPA)
Josée Mondoux on advancements of women in the world of finance, private market investments and building a sustainable DEI culture
Koblavi Fiagbedzi on real estate assets and sustainable DEI workplace
Yield vs. Risk and How Females Pursue Leadership Roles
Christine Tessier, Deputy Chief Investment Officer, Foresters Financial, contributes to the oversight of the company’s general account and pension assets. Building on a successful career in institutional investing industry, Christine shares her suggestions to aspiring female leaders and her views on yield vs. risk in today’s environment.
Matthew Leatherman on managing risks across time horizons and approaches to climate change
Institutional investors are challenged with risks and priorities across time horizons. Meanwhile climate change is impacting on how investors approach their investments and risks. Institutional Connect recently interviews Matt Leatherman, FCLTGlobal’s Head of Programs and co-author of Balancing Act: Managing Investment Risk across Multiple Time Horizons, who provides comments on how to manage risks and achieve climate change goals.
OPTrust's innovation journey, asset mix strategies and approach to address climate risk
OPTrust, with net assets of over C$23 billion, has been on the innovation journey to ensure the long-term sustainability of the Plan, and subsequently, its members’ retirement security. In advance of Portfolio Innovation and Resilience Forum this November, Institutional Connect interviews speaker Kevin Zhu, Managing Director and Head of Portfolio Construction Group, OPTrust, who comments on the Plan’s approach to innovation, how it responds to inflation, manages risks and addresses climate risks in its total portfolio.
Concordia University’s Impact Investing, Governance and Innovation
Concordia University Foundation is a signatory of the UN Principles for Responsible Investment since 2018, which has made Concordia among the first universities to incorporate environmental, social and corporate governance factors into its investment decision-making. The University was also the first, among Canadian universities, to issue a sustainable bond to the capital market…
Jeanett Bergan on KLP’s Responsible Investing
KLP, Norway’s largest pension company, with over US$81 billion in AuM, has conducted ethical filtering of its investments in securities since 2002. In 2019 KLP funds has gone coal free, oil sands-free, as well as divested from almost 90 alcohol & gambling companies. Jeanett Bergan, Head of Responsible Investments, KLP, answers questions on the fund’s approach towards its responsible investing goals…
Deirdre Cooper on Ninety One’s Approach to Sustainable Investing and Decarbonization
Concordia University’s Journey to Impact Investing
Q&A with Andy Greene

Winston Ma
CFA & Esq., NYU School of Law Adjunct Professor; former Managing Director of CIC
Q&A with Winston Ma
Eoin Ó hÓgáin on Investing in China

Aaron Peck
Managing Director and Portfolio Manager,
Monroe Capital,
Sub-advisor to Ninepoint-Monroe U.S. Private Debt Fund
Q&A with Aaron Peck
Q&A with Robert Patzelt
Q&A with Kate Roscoe
A Conversation with Ray Tanveer on Interest Rates and Inflation
Marco Fontana on Emerging Trends in Energy Transition
Q&A with Tina Varughese on Unconscious Bias

Christine Campney And Lorelei Graye
Private Markets Cost Transparency
