President, Marret Asset Management Inc.
Barry Allan, Founder, President and Chief Investment Officer of Marret Asset Management. Barry is responsible for Marret’s overall strategic asset allocation. Barry has over 25 years of experience in all areas of fixed income and extensive experience in derivatives, including many years with Nesbitt Thomson and Bank of Montreal. Before founding Marret, Barry worked for six years at Altamira, where he led Altamira High Yield Fund and had secondary responsibilities on equity and balanced fund mandates. Barry has an MBA from the University of Arizona. Barry is a regular commentator in the
media and speaks at conferences on economic and credit issues. Marret is an employee-owned firm concentrating on the analysis of higher yielding corporate securities. Since December 2002, Marret Asset Management has offered a long-short high yield fund employing capital structure arbitrage on
non-investment-grade debt issuers. Marret focuses on Canadian companies with debt in the U.S. high yield market and equity in the Canadian market. Marret has a large team of industry-specialized research analysts.
Pat Bolland has been in media for more than two decades: TV-hosting at SNN and BNN, serving as business editor at CNBC and CBC, radio host on CFRB, and writer for Moneysense, Sun Media and AOL. Pat has parlayed his media and business background into media training, public speaking, event hosting & moderating and webcasting for financial institutions and conferences. Despite all his media, business and sport ties he still gets stopped on the street, usually by someone who states … “You’re the guy with the ‘stache’!
Head of SPDR ETF Business Development – Canada, State Street Global Advisors, Ltd.
Bobby is a Vice President at State Street Global Advisors, Ltd and Head of SPDR ETF Business Development for Canada. Bobby focuses on the distribution of SPDR ETFs to institutional investors throughout Canada including pension plans, endowments, foundations, insurance companies, investment consultants, asset managers and banks. Prior to this role, Bobby spent over 3 years at First Trust Portfolios Canada as Senior Vice President and Head of Sales responsible for overall sales and distribution. He was also Director & Vice President, Head of National Accounts at Blackrock Asset Management responsible for asset managers and brokerage senior executive relationships. Bobby was instrumental in the success of the iShares, Exchange Traded Funds business in Canada being responsible for sales and business development across Canada. Bobby also held sales and relationship management roles at Fidelity Investments and National Bank of Canada. Bobby holds a Bachelor’s degree in Finance from Concordia University and holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultant Association (IMCA).
Former Vice President, Pension Investments, NAV CANADA
Mr. Fahey was NAV CANADA’s Vice President, Pension Investments from September 2010 until January 2016. In this role, he led a team that was responsible for designing and executing the investment strategy and controlling the risk associated with NAV CANADA’s defined benefit pension plans. Since his retirement from NAV CANADA he has continued to devote time to the volunteer sector and various investment management activities. Prior to joining NAV CANADA, Mr. Fahey was a founder and managing partner with Aurion Capital Management, a Toronto based institutional investment counseling firm. In this role he was responsible for all aspects of fixed income portfolio management for Aurion’s institutional clients. He was also a member of Aurion’s senior team responsible for strategic direction and firm management. Prior to joining Aurion in 1994, Mr. Fahey was the Vice President, Fixed Income at Barclays McConnell, a Toronto based institutional investment manager.
Director, Investments, CAAT Pension Plan
The CAAT Pension Plan provides secure defined benefit pensions to its 41,900 members who work at, or have retired from Ontario’s 24 community colleges and 14 other employers in the province’s postsecondary sector. The market value of the Plan’s assets exceeded $9 billion as of December 31, 2016. Asif Haque leads CAAT’s public markets investment team, which is responsible for public fixed income, equity, absolute return, currency hedging and overlay programs. He has 22 years of industry experience.
VP, Portfolio Manager, Signature Global Asset Management
Kamyar Hazaveh, Vice-President, Portfolio Management and Portfolio Manager with Signature Global Asset Management, began his investment industry career in 2006. He specializes in G10 fixedincome, cash and derivatives analysis, trading and portfolio management. Prior to joining Signature in 2014, Kamyar worked at Ontario Teachers’ Pension Plan for six years as a fixed-income trader and portfolio manager responsible for managing its $50 billion allocation to global nominal and inflationlinked bonds (real money role), as well as adding value through G10 alpha strategies in both cash and derivatives (internal hedge fund role). He was the architect of the fund’s Liability Driven Investing (LDI) strategy. Mr. Hazaveh holds a Master of Mathematical Finance (MMF) degree from the University of Toronto.
VP, Sovereign Debt – Fixed Income, Caisse de dépôt et placement du Québec (CDPQ)
As Vice-President, François Lagarde leads the portfolio management of the sovereign debt segment of the fixed income portfolio, which includes both developed and growth market exposures. Mr. Lagarde returned to CDPQ in 2010 and has more than 25 years of fixed income experience. He worked with Montrusco Bolton Investments for 10 years, where he was Vice-President and Head of Fixed Income Securities, Chief Strategist and member of the Asset Allocation Committee. Prior to this, he held various positions in fixed income, including portfolio manager, market maker and trader, at CDPQ, National Bank and General Trust. Mr. Lagarde has a Bachelor of Finance from Université du Québec à Montréal and holds the Chartered Financial Analyst (CFA) designation.
Portfolio Manager & Investment Strategist, Vice President, BMO ETFs
BMO Global Asset Management
Alfred is a portfolio manager at BMO Asset Management Inc. where he manages fixed income and preferred share related mandates for both institutional and retail clients. As part of the global fixed income management team, he is involved in the management and trading of a wide variety of portfolios. In addition to portfolio management, he is also involved with product design including ZPR, one of the largest ETFs in Canada. Previously, he worked for a large Canadian based brokerage developing ETF related strategies and macro-based research. Alfred is a graduate of the University of Western Ontario, majoring in economics and holds the CFA, Chartered Market Technician (CMT) and Derivatives Market Specialist (DMS) designations.
VP & Portfolio Manager, Fixed Income, Scotia Institutional Asset Management
Marc-André joined the organization in 2012. He manages a wide range of specialized fixed income credit strategies, including Investment Grade Credit, High Yield, Preferred Shares, Credit Spectrum, and Credit Absolute Returns.Before joining the team, Marc-André held senior roles at a variety of Canadian asset management firms. He has been the Vice-President & Senior Portfolio Manager at Fiera Capital, Senior Vice President at Natcan and Senior Credit Risk Manager at National Bank of Canada. Marc-André graduated from Université du Québec en Outaouais. He earned his Bachelor of Business Administration degree with a major in Finance. He also holds a number of designations, including Chartered Professional Accountant, Certified General Accountant, and Chartered Financial Analyst.
Director, Investments, Workplace Safety & Insurance Board (WSIB)
Wusooq Khaleeli joined Ontario’s Workplace Safety & Insurance Board (WSIB) in 2009 and is currently Director, Public Markets. He has accumulated over 25 years of experience managing investment portfolios and developing new investment products for organizations such as AIMCo, Fidelity Investments and Citibank. In addition to being a CFA Charterholder, Wusooq holds a B.A. from the University of California at Berkeley and an M.B.A. from Rice University.
Investment Officer, Fixed Income Portfolio Manager, MFS Investment Management
Soami Kohly, CFA, FSA, FCIA, is an investment officer and fixed income portfolio manager with MFS Investment Management® (MFS®). In his role, he is responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. He participates in the research process and
strategy discussions. Soami joined MFS in 2009. Previously, he spent three years with RBC Capital Markets as an associate analyst in equity research and later as a vice president of structured products. He also spent twelve years as an actuarial consultant with Hewitt Associates. He began his career in the financial services industry in 1993.
Principal and Portfolio Manager, PGIM Fixed Income
Johnny Mak is a Principal and portfolio manager for PGIM Fixed Income’s Emerging Market team. Mr. Mak is the regional portfolio manager for Non-Japan Asia, responsible for the analysis and management of hard and local currency emerging markets debt. Mr. Mak is also portfolio manager for the emerging markets sleeves of multi-sector and insurance portfolios. Previously, Mr. Mak was an analyst for PGIM Fixed Income’s Portfolio Analysis Group for emerging markets and non-dollar fixed income portfolios, focused on formulating trade strategies, risk analysis, and performance attribution. Mr. Mak joined the Firm in 1997. He received a BS in Finance with a focus on Asian Studies and International Business from Seton Hall University.
Portfolio Manager, Organization: RP Investment Advisors
Liam O’Sullivan joined the RP Investment Advisors team in 2010 having previously worked as Chief Risk Officer for Northwest Investment Management Company – a convertible arbitrage hedge fund based in the UK. Prior to that Liam was on the Credit Trading team at CIBC World Markets also in London. At RP Investment Advisors, Liam is a Portfolio Manager with a focus on Investment Grade North American corporate credit. Liam is a Chartered Financial Analyst®, holds an MA in Philosophy, Politics, and Economics from Oxford University, and an MA in Economics from the University of British Columbia.
Co-Head Multi-Asset, Head of Multi Strategy, Fixed Income, BMO Global Asset Management
Keith joined BMO in 2012 and plays a leading role in managing multi asset strategies and developing unconstrained fixed income solutions across the group. Keith has over 25 years fixed income and asset allocation experience holding senior positions in some of the leading investment managers, including Deutsche Asset Management and Aberdeen Asset Management. Prior to joining BMO and after a brief period at Brevan Howard (the macro hedge fund) he became the Global Head of fixed income for UBS Wealth Management in Zurich and a member of the global asset allocation committee within the investment office. Keith graduated in 1989 from South Bank University in London with a BA (Hons) in Business Studies (specialising in Finance). He completed the Investment Management Programme at the London Business School in 1991.
Board Trustee & Chair, Asset-Liability Management Committee, Healthcare of Ontario Pension Plan (HOOPP)
Marlene Puffer is a Partner of Alignvest Investment Management, which offers global cross-asset-class management with an emphasis on alternative assets and strategies. Dr. Puffer also serves as Board Trustee and Chair of the Asset-Liability Management Committee at the Healthcare of Ontario Pension Plan (HOOPP). Dr. Puffer has more than 25 years’ experience in investments, pensions and capital markets at world-class financial institutions and in academia. Prior to joining Alignvest, Dr. Puffer was a Chief Strategist at BCA Research, a global leader in independent macro investment strategy, and she was the President and Founder of Twist Financial, an independent firm providing investment strategy and advice for institutional investors, boards, unions, government agencies, and other market participants. Dr. Puffer’s previous experience includes roles as chief investment officer at NAV CANADA Pension Plan, in business development and fixed income portfolio management at PIMCO Canada and Legg Mason Canada, and in debt capital markets at BMO Capital Markets and as head of fixed income analytics at RBC Capital Markets. She began her career as Assistant Professor of finance at the Rotman School of Management at the University of Toronto. Dr. Puffer holds a Ph.D. in Finance and Applied Statistics and a M.Sc. in Business Administration from the Simon Business School at the University of Rochester, and master’s and bachelor’s degrees in Economics from the University of Toronto. She holds a CFA charter and the ICD.D designation granted by the Institute of Corporate Directors. She is a past-President of Women in Capital Markets.
Senior Vice-President and Chief Economist, Scotiabank
Jean-François Perrault joined Scotiabank on December 31, 2015 as Senior Vice-President and Chief Economist. He leads a team of Economists to support Scotiabank’s domestic and international business lines and clients from retail to capital markets, providing Scotiabank’s senior executives, business lines and customers with perspectives, insights and forecasts on economic, financial market and policy developments. Prior to joining Scotiabank, Jean-François held prominent roles with the federal government, the Bank of Canada, the International Monetary Fund and the World Bank. His educational background includes Master’s and Bachelor’s Degrees in Economics from the University of Ottawa
Vice President, BlackRock
Jon Rather, CFA, Vice President, is a member of the Fixed Income Product Strategy Team within BlackRock’s Global Fixed Income Group, supporting iShares Fixed Income ETFs. In his role, Mr. Rather provides market and product insight to clients with a focus on iShares’ Fixed Income ETFs. Prior to joining BlackRock , Jon worked in the Chief Investment Office at UBS as an Investment Strategist, performing cross-asset class investment strategy and portfolio construction advice for UBS financial advisors.
Vice-President, Portfolio Management and Portfolio Manager, Signature Global Asset Management
John Shaw, Vice-President, Portfolio Management and Portfolio Manager started in the investment industry in 1990. He has experience in international credit analysis, trading and portfolio management. Mr. Shaw’s responsibilities are focused on corporate bonds and preferred shares. Prior to joining Signature in 2004, he worked at Canada Life Assurance for 13 years, most recently as a U.S. corporate bond trader. Mr. Shaw holds a BA in Economics from Queen’s University and the Chartered Financial Analyst designation.
Head of Institutional ETF Sales, Vanguard Investments Canada Inc.
Greg Walker is the head of institutional ETF sales for Vanguard Investments Canada Inc.
Before joining Vanguard, Mr. Walker served as the global head of ETF distribution at RBC Capital Markets. He was previously the managing director and head of iShares business development at BlackRock Asset Management Canada Limited and director of institutional fixed income at Dundee Securities. He also held increasingly senior positions at Bank of Montreal, including vice president in a fixed income investment management group specializing in credit risk assets.
Mr. Walker earned an HBA in economics and financial management from Wilfrid Laurier University. He is a CFA® charterholder and has held positions on a number of investment industry boards, including the Buy-Side Investment Management Association (BIMA) and the board of Women in Capital Markets (WCM).
Portfolio Manager, Fixed Income, Ontario Pension Board (OPB)
Greg Yearwood, Portfolio Manager, Fixed Income with Ontario Pension Board, has 20+ years of direct investment experience specializing in G10 fixed income. His responsibilities include managing and trading the internal fixed income mandate. Greg is experienced in managing both cash and derivative
instruments for active and passive portfolios. He is a CFA and CMT charter holder.
Former President and CEO, University of Toronto Asset Management
Former President and CEO of University of Toronto Asset Management Corp (“UTAM”), Canada’s largest University pension and endowment funds
Former Vice-Chairman, RBC Capital Markets. Founding Director of the Investment Industry Regulatory Organization of Canada (“IIROC”) and Chair of Market Regulation Services Inc. Recently served as a member of the Ontario Ministry of Finance’s Pooled Asset Management Implementation Working Group
Holds a BA from the University of Toronto, an MA from the University of Chicago and is a CFA Charterholder.
VP Investments and Treasury, CAA Club
Mrs. Tessier is Vice-President, Investments & Treasury at CAA Club Group (Thornhill), where she oversees the corporate, pension and insurance assets of the company. She is currently a member of the Investment Advisory Committee to ‘The One Investment Program’, an investment program designed for Ontario Municipalities. She is a member of the Canadian Pension Investment Board’s Ontario Board. Prior to joining CCG, she was part of Invesco’s global product development team, with cross-asset class exposure that includes work across asset classes, including alternative credit. Mrs. Tessier worked for 8 years at Mercer Investments as part of its Global Manager Research team and was a contributor to its OCIO program. She began her career in Montreal in product development at TAL Global Asset Management (now CIBC Global Asset Management). She has an Honors Bachelor of Commerce from Laurentian University. Mrs. Tessier is a CFA charterholder.