Total DC Connections since inception: 201424
Speaker names are sorted by last name:
INVESTEC ASSET MANAGEMENT
2 years with the firm 24 years of industry experience Kemal is a portfolio manager in Investec Asset Managements Frontier & Emerging Markets team. He has extensive investment experience in emerging and frontier markets. Kemal founded Old Square Capital in 2006, a New York-based asset manager that managed multi-manager portfolios ... [ Read More ]
ETF Product Management
VANGUARD INVESTMENTS CANADA INC.
Dean Allen is head of product management for Vanguard Investments Canada Inc. Mr. Allen supports the development of Vanguard's ETF business in Canada where he provides product support for sales and manages capital markets relationships.
Prior to his current position, Mr. Allen was a sales executive in Vanguard's Financial Advisor Services. ... [ Read More ]
Raman Aylur Subramanian|
Managing Director and Head of Index Applied Research for Americas
Raman Aylur Subramanian is an Executive Director and Head of Index Applied Research for the Americas at MSCI.Raman has been with MSCI in a variety of research roles for over 14 years. In particular, he pioneered the role of Index Applied Research, which focuses on working closely with clients -- ... [ Read More ]
Emerging Markets Senior Product Manager
SCHRODER INVESTMENT MANAGEMENT
Alan Ayres is the Client Portfolio Manager for Emerging Market Equities, and is based in London, where he is embedded into the portfolio management team. The team managed around US$26.9 billion (as of December 31, 2012) across eight products. These products include three global emerging market strategies (core, unconstrained and ... [ Read More ]
Juliana Bambaci PhD|
Senior Associate - Applied Index Research
Juliana Bambaci has been working as a Senior Associate in the Applied Index Research team since 2011. In her role, she conducts research on index related topics and asset allocation.
Prior to joining MSCI, Juliana was an Associate in the investment research team at First Quadrant, a quantitative boutique investment manager. ... [ Read More ]
DAVIES WARD PHILLIPS VINEBERG LLP
Tim's practice is transaction-oriented, focusing on corporate finance, investment funds, derivatives and domestic and off-shore structured finance.He is regular counsel to various investment fund advisors and managers and has assisted with the establishment of numerous alternative investment funds, including hedge funds, fund of funds, exchange-traded funds and other investment vehicles. ... [ Read More ]
Nancy Hoi Bertrand|
Past-President, TORONTO CFA SOCIETY, Director
CITI PRIVATE BANK
Nancy joined Citi Private Bank in 2006 and has over 15 years of capital markets experience. She advises ultra high net-worth families and smaller institutions on wealth preservation and creation, with a particular focus on alternative and international investments.
Previously Nancy practiced U.S. securities law at Shearman & Sterling ... [ Read More ]
David M. Blitzer|
Managing Director & Chairman of the Index Committee
S&P DOW JONES INDICES
David M. Blitzer is managing director and chairman of the Index Committee with overall responsibility for index security selection, as well as index analysis and management.
Prior to becoming Chairman of the Index Committee, Dr. Blitzer was Standard & Poor's Chief Economist. Before joining Standard & Poor's, he was Corporate ... [ Read More ]
Chief Investment and Pension Officer
HYDRO ONE INC.
Robert is the Chief Investment and Pension Officer at Hydro One Inc.Robert has over twenty years of extensive experience in the investment industry, which includes investment research and fund management.Robert holds the Chartered Financial Analyst, Chartered Alternative Investment Analyst and the Certified Investment Manager designations.Robert is professionally affiliated with the ... [ Read More ]
Alex Da Costa|
Director, Hedge Fund Research and Consulting
PAVILION ADVISORY GROUP LTD.
Alex Da Costa is the Director of Hedge Fund Research and Consulting in Pavilion’s advisory services group. He is an integral part of the firm’s alternative research capabilities (Hedge Funds, private equity, real assets, etc.) and develops customized discre¬tionary and non-discretionary alterna¬tives solutions for clients. Mr. ... [ Read More ]
Bruce Grantier BASc, MBA, CFA, CAIA|
Former Managing Director
Bruce J. Grantier retired in 2008 after 16 years at Scotiabank, where he was, for the past nine, Managing Director, Pension Assets. Previously he was involved Chief Strategist and head of and Fixed-Income Portfolio Manager for Scotia Investment Management Ltd. <br /><br />He earned his BASc (Industrial Engineering) at the ... [ Read More ]
Douglas K. Gratz CFA|
Senior Vice President, Affiliate Relations
Doug Gratz, CFA is a global product specialist for RAFI portfolio applications. With over 25 years of investment experience, he supports our international affiliates and their institutional and high net worth clients through both marketing and client servicing. He is also a featured speaker at conferences on alternative indexing approaches.
Doug ... [ Read More ]
Managing Director, Delta-One Trading Americas
BANK OF AMERICA MERRILL LYNCH
Joseph Hickey is a Managing Director and runs Bank of America Merrill Lynch's Delta One Index Business in Global Markets Financing and Futures business. He is responsible for managing a trading book of stocks, indices, ETFs, total return swaps, futures, forwards and dividend swaps. Hickey's area of expertise lies ... [ Read More ]
Investment & Portfolio Manager
ONTARIO CAPITAL GROWTH CORPORATION
Brenda M. Hogan is Investment & Portfolio Manager with the Ontario Capital Growth Corporation (OCGC). OCGC manages the interest of the Government of Ontario in the $205 million Ontario Venture Capital Fund LP and manages and operates the Ontario Emerging Technologies Fund (OETF). The OETF is a $250 million fund ... [ Read More ]
Director of Research
FINANCIAL PRODUCTS RESEARCH
Rob Ivanoff is a graduate of Boston University and developer of some of the most prestigious ETF and mutual fund research. His work and commentary on mutual fund trends and investments has been featured and quoted in the Wall Street Journal, Financial Times, New York Times and hundreds of other ... [ Read More ]
Srinkanth Iyer MBA|
Head of Global Equities
Sri joined Guardian Capital in 2001 to help lead the development and implementation of our proprietary global equity portfolio management strategy. His background in portfolio management, accounting, and applied finance were key elements to his pioneering work in the field of Global convergence and in building a Global integrated alpha/risk ... [ Read More ]
President and CEO
WESTCOURT CAPITAL CORPORATION
David, a non-practising lawyer, brings more than 15 years of experience in the legal, real estate and investment industries to his role as president of Westcourt Capital Corporation.
After having graduated from the University of Toronto Faculty of Law in 1994, David worked for 5 years in the field ... [ Read More ]
API ASSET PERFORMANCE INC.
Vaino Keelmann is Partner of API Asset Performance Inc. and is well versed in all API's capabilities for clients. With credentials as a Security Analyst, Vaino has also been a Portfolio Manager. His brief resume is as follows:
Bachelor of Economics, University of Sydney
Chartered Financial Analyst
Securities Institute of Australia ... [ Read More ]
Yusuke Khan CFA, FRM|
PAVILION ADVISORY GROUP LTD.
As a Senior Consultant, Mr. Khan works with the firm’s institutional investor clients on investment policy, portfolio structure, and investment manager search and evaluation assignments. Mr. Khan joined the firm in 1999 and has previously held various responsibilities within the investment manager research and monitoring functions of the company. ... [ Read More ]
Vice President, Trading
TMX | TORONTO STOCK EXCHANGE
Gary Knight is Vice President of Trading at TSX Markets. Mr. Knight is responsible for trading, product development, product management, Canadian sales, international sales and business strategy.
Mr. Knight has over 20 years of experience in financial markets, portfolio management and trading.
Before joining TMX Group, Mr. Knight held the position ... [ Read More ]
Chief Investment Officer
Bernard LaheyChef des placements – Hydro-Québec pension fundA native of Toronto, Bernard Lahey holds a Bachelor's degree in Economics from the University of Toronto and a Master's degree in Economics from the University of Western Ontario.After starting his career as a member of the Research Department at the Bank of ... [ Read More ]
Tanya Lai MBA, CFA|
Vice President, Public Markets
ONTARIO PENSION BOARD (OPB)
Tanya Lai is Vice President, Public Assets at the Ontario Pension Board (OPB), where she oversees the Plan’s public market assets, and leads the investment policy development initiatives. Tanya joined OPB in 2008 and is a member of the Asset Mix Committee. Prior to joining OPB, Tanya has worked with ... [ Read More ]
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORPORATION
Chris Lawless is chief economist at the British Columbia Investment Management Corporation, where he oversees research and analysis of economic, capital market, and pension issues, and provides advice on investment strategies for clients. bcIMC is one of Canada’s largest institutional investors, with $100 billion in assets under administration.
Chris has ... [ Read More ]
Senior Director, Pension Funds, Endowments and Foundations
David Lerman is a Director of Equity Products at CME Group. David works primarily with institutional users such as pension plan sponsors, and money managers promoting CME Group’s equity quadrant. He has traveled around the globe on behalf of the CME, giving seminars and workshops to all audiences including: ... [ Read More ]
Senior Vice President & Chief Investment Officer, ALM, Derivatives & Fixed Income
HEALTHCARE OF ONTARIO PENSION PLAN (HOOPP)
David Long is Senior Vice President & Chief Investment Officer, ALM, Derivatives & Fixed Income for the Healthcare of Ontario Pension Plan (HOOPP). He is responsible for Asset/Liability modeling and portfolio construction, Derivatives and Fixed Income, and Short Term and Foreign Exchange. David holds a Ph.D. in Statistics from ... [ Read More ]
Jacques Lussier Ph.D., CFA|
Former Chief Investment Strategist
Until March 2013, Jacques Lussier was Chief Investment Strategist at Desjardins Global Asset Management, a financial management and advisory group with about 45 billion in assets. Jacques was responsible for financial strategy and setting asset allocation targets for global portfolio mandates, developing effective passive protocols in equity and commodities, crafting ... [ Read More ]
Craig A. Machel FMA, CIM, FCSI|
Portfolio Manager, Investment Advisor
MACQUARIE PRIVATE WEALTH INC.
Craig Machel is a Portfolio Manager and Investment Advisor with Macquarie Private Wealth in downtown Toronto. He has been providing financial advice and services to high net worth investors and their families for 10 years. Craig is a sought-after expert on integrating alternative and hedge strategies within individual client portfolios. ... [ Read More ]
President and Lead Portfolio Manager
AUSPICE CAPITAL ADVISORS LTD
Tim Pickering is Founder, President and CIO of Auspice. Tim leads strategic decision making and the vision for Auspices diverse suite of active and passive systematic trend following (CTA) and commodity strategies. Prior to forming Auspice, Tim was VP of Options Trading at Shell Trading for North America. Tim began ... [ Read More ]
Chief Strategist, Global Fixed Income Strategy
Marlene Puffer is Managing Editor of the Global Fixed Income Strategy service. Prior to joining BCA in October 2010, she was an independent consultant for five years, providing fixedincome strategic advice and investment solutions to capital market participants. She also managed the investment portfolio for a large Canadian pension fund ... [ Read More ]
Chief Executive Officer
Mr. Ruffolo is the Chief Executive Officer of OMERS Ventures, the venture arm of OMERS. OMERS Ventures invests in early to late stage companies in the Technology, Media, and Telecommunications sectors. In addition, he is also the Senior Managing Director, Knowledge Investing with OMERS Strategic Investments.
Prior to joining ... [ Read More ]
Victor D. Scutaru|
Director, Fund Investments
Victor Scutaru is Director, Fund Investments for BDC Capital, the venture capital arm of the Business Development Bank of Canada. He is responsible for managing BDC's portfolio of private equity funds and its investment strategy in Ontario and Western Canada. Prior to his current role, Victor was a partner with ... [ Read More ]
Director, Master of Finance Program & Associate Professor of Finance
Pauline Shum (BA(Hons), MA, PhD) is a finance professor at the Schulich School of Business, York University. Prof. Shum served as the Director of the PhD program at the Schulich School of Business from 2001 to 2005. She is also the Founding Director of the Master of Finance (MF) program, ... [ Read More ]
Vice President and Chief Investment Officer
ONTARIO POWER GENERATION
Colleen Sidford is Vice President Chief Investment Officer at Ontario Power Generation Inc. (OPG).Colleen Sidford was appointed Vice President Chief Investment Officer in July 2011 and is responsible for managing OPG's large portfolio of investment assets. OPG's Pension Fund, with over $10.5 billion in assets, serving 22,700 members and pensioners, ... [ Read More ]
Ruo Tan CFA|
SEGAL ROGERSCASEY CANADA
Mr. Tan is the President of Segal Rogerscasey Canada and is located in the Toronto office. He has nearly 20 years of experience in the investment industry. His responsibilities include investment consulting, portfolio management, investment research, investment product design and client advisory.
Mr. Tan has worked with a diverse clientele including ... [ Read More ]
John H. Walker|
KENSINGTON CAPITAL PARTNERS LTD.
Mr. Walker is a Managing Director at Kensington Capital Partners Limited. Kensington has recently had a first close on the Kensington Power Income Fund and is now making investments. Additionally, Mr. Walker is Chairman of U.S. Geothermal Inc., which is an operating geothermal power company based in Boise, Idaho, with ... [ Read More ]
EVP, Head of Strategy and Product Development
NYSE LIFFE US
Clifford J. Weber is Executive Vice President, Head of Strategy and Product Development for NYSE Liffe U.S. He is responsible for the research, development and implementation strategy for NYSE Liffe U.S.’s financial products.
Prior to working at NYSE, Mr. Weber was Executive Vice President of Development and Strategy at ... [ Read More ]
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