Grahame Johnson was appointed Managing Director, Financial Markets Department (FMD), effective November 5, 2019. In this capacity, he is responsible for policy formulation and execution of the Bank of Canada’s financial market activities as they relate to monetary policy implementation, the Bank’s funds management activities and financial system liquidity. These activities—along with a range of research, analysis and policy advice related to domestic and international financial markets—contribute to the Bank’s monetary policy mandate, its fiscal agent role and its role in the promotion of financial system stability and efficiency.
Mr. Johnson joined the Bank in 2001 and has held positions as Assistant Director, Financial Risk Office; and Director and then Deputy Chief, Financial Markets Department. In 2013 he became Managing Director, Funds Management and Banking Department, and served most recently as Managing Director, Financial Stability Department. Mr. Johnson has extensive knowledge of markets, the financial system, and monetary and funds management policies. Before joining the Bank, he worked on the fixed-income trading desk of a major Canadian financial institution.
Mr. Johnson is a native of Montréal, Quebec. He has a degree in commerce from Queen’s University and holds a Chartered Financial Analyst designation.
Country Head, Canada
Katherine Tweedie leads the Canadian business for Ninety One, working with a wide variety of institutional investors, consultants and stakeholders across the region. She joined the firm in 2012 to develop the Investment Institute, Ninety One’s strategic partner and global insights platform.
Prior to joining Ninety One, Katherine was a Director and Head of Africa at the World Economic Forum. She started her career in Toronto in 1999 in investment banking with BMO Nesbitt Burns. Subsequently moving into private equity with CIBC Capital Markets and then a single Family Office based in London-Johannesburg.
Katherine holds a Master’s degree from Harvard University’s Kennedy School of Government and a Bachelor of Commerce (Hons.) in Finance and Economics from the University of Victoria, Canada. She is a Series 7 and Series 63 FINRA license-holder in the US. Katherine is an Aspen Institute Finance Leaders Fellow and a member of the Aspen Global Leadership Network.
Senior Vice President, Corporate Debt Financing
Fiera Private Debt
Theresa Shutt is Senior Vice President for Corporate Private Debt at Fiera Private Debt. Prior to joining Fiera Private Debt in July 2019, she was the Chief Investment Officer of Private Debt with Integrated Asset Management. Ms. Shutt is responsible for the overall strategic direction and operation of the Corporate Debt Financing Team. In this role, she provides leadership in support of business development, investment approval, fund strategy and portfolio management. With over 20 years of experience in corporate lending and capital markets, she contributes to the success of the business by growing AUM through strategic capital deployment and the development of innovative private debt strategies. Prior to Fiera Private Debt, Ms. Shutt was a Managing Director with BMO Corporate Finance where she developed customized financing solutions for mid-market Canadian Companies. Previous to this role, she held a variety of roles at RBC and Scotiabank structuring fixed income and equity derivatives for corporations and asset managers. She began her career working as an economist for the Conference Board of Canada. Theresa Shutt holds a Bachelor of Arts (BA) in Economics (Honours) from the University of Alberta, a Master of Arts (MA) in Economics from McMaster University and a Master of Business Administration (MBA) from the Rotman School of Management of the University of Toronto. Ms. Shutt is a Chartered Financial Analyst (CFA) charterholder.
John C. S. Anderson
Global Head of Corporate Finance & Infrastructure
John Anderson is a 30-year infrastructure investor, responsible for Manulife’s $50 billion infrastructure investment program across equity and debt strategies, and President of the Manulife infrastructure equity funds.
John’s broader alternative asset responsibilities includes sitting on Manulife’s global investment committee for all investment programs, serving on the boards of Manulife real estate funds, and acting as a principal approving officer for Manulife’s global private equity program.
Manulife’s $50 billion real asset portfolio includes strong capabilities in equity real estate, infrastructure, timber, and agriculture equities, with 30+ year track records in each of these strategies.
The Manulife infrastructure program overweight to renewable energy allowed Manulife to become the first life insurer to issue a Green Bond, in 2016.
Prior to joining Manulife through the Infrastructure Team in 2001, John worked for ten years in the New York and London offices of JP Morgan Chase, where he led teams that advised on or arranged more than US$ 8 billion in infrastructure debt. This work included substantial infrastructure finance work in both developed (US, France, Germany) and developing (Croatia, Turkey, Colombia, Russia) economies.
Mr. Anderson holds an MBA from Georgetown University and received his BA in Economics from The University of Chicago. He speaks French, Serbo-Croatian, German, Spanish, and Russian at an intermediate level, and would not be mistaken for a native speaker in any of these languages.
Virtual business conferences work, virtual surfing does not.
Dr. Ranjan Bhaduri
Founder & CEO
Bodhi Research Group
Dr. Ranjan Bhaduri is the Founder, President & CEO of Bodhi Research Group. Bodhi Research Group is focused on research and education in the alternative investment industry.
Dr. Bhaduri has extensive experience in hedge fund research, hedge fund factorization, portfolio management, and due diligence (investment, operational, and structural). Dr.Bhaduri has designed and implemented an institutional due diligence and research program. Dr. Bhaduri has worked closely with pensions, sovereign wealth funds, endowments, and family offices globally. Dr. Bhaduri has ten years of experience at managed account platforms. Dr. Bhaduri’s experience also includes being on an Investment Committee At Morgan Stanley where he conducted due diligence and helped design customized portfolios of Alternatives. Earlier, he was at a Canadian Fund of Funds, and at a multi-billion dollar capital management firm where he was involved in all aspects of its fund of hedge funds and structured finance business. He has also worked with two major Canadian Investment banks in the Financial Strategy Consulting Group and in Global Risk Management & Control, respectively.
Dr. Bhaduri has a winning track record of leadership and training. Several of his former analysts and interns have gone on to have successful careers and have held positions at prestigious organizations, including the following firms: Ontario Teachers’ Pension Plan, Goldman Sachs, J.P Morgan, Wisconsin Alumni Research Foundation, Securities Exchange Commission (SEC), Neuberger Berman, and Crabel Capital Management.
Dr. Bhaduri has held an advisory role at the East-West Center, a leading think tank on the Asia-Pacific region. He has taught finance and mathematics at several universities and lectured on Derivatives for the Montreal Exchange. Dr.Bhaduri has published papers on, and been invited to speak worldwide regarding hedge fund issues, and advanced portfolio and risk management techniques. Dr. Bhaduri was invited by the CME to be part of a special delegation that met with regulators in Beijing and Taipei to discuss hedge fund issues.
Dr. Bhaduri holds both the CFA and CAIA charters. He is a member of the American Mathematical Society, the Mathematical Association of America, the Toronto CFA Society, and PRMIA. Dr. Bhaduri previously served as a member of the All About Alpha Editorial Board and has previously served on the CAIA Chicago Chapter Executive and is currently a CAIA Toronto Chapter Executive. Dr. Bhaduri Previously served on the Board of Directors of AIMA Canada, co-chair of AIMA Canada Managed Futures Committee, and on the AIMA Global Research Committee.
Director Fixed Income
Kunal joined bfinance in March 2020 to work with clients seeking liquid market fixed income solutions, with a particular focus on multi sector credit and securitised debt strategies. Prior to this Kunal was head of fixed income research at Buck Consultants and portfolio manager at Barclays overseeing multi asset and fixed income mandates.
Fiera Private (US)
Paul Colatrella is a Managing Director with Fiera Private (US) and functions as the Head of the US based Infrastructure Debt Team in NY. Before joining Fiera Private Debt US LLC in October 2020, Paul Colatrella was the Head of Clean Energy Infrastructure Credit for Capital Dynamics, a leading clean energy investor where he was responsible for all aspects of fundraising, originating and investing relevant to the strategy he brought to the firm in early 2018.
Previously, Mr. Colatrella was Co-head of the Private Credit Power Generation team at Ares Private Debt Power Generation from 2011 to 2017. As Co-head, he was responsible for recommending all power related debt transactions to the Ares Investment Committee, which had final investment decision authority. He also served on the Investment Committee for Ares Energy Investors Funds, a private equity acquisition by Ares he proposed and led the due diligence effort for.
Prior to Ares, he was a Senior Vice President at TCW/EIG Global Energy Partners from 2006 to 2011. Prior to 2006, he had a 14-year career in project finance banking at HypoVereinsbank, AG and Dai-Ichi Kangyo Bank, LTD (now part of Mizuho Group).
Mr. Colatrella has a Masters of Business Administration (MBA) in Finance from the Fordham University and a Bachelor of Arts (BA) in European History from the University of Rochester.
Senior Director, Infrastructure Financing, Fixed Income
Jonathan Duguay-Arbesfeld is Senior Director, Infrastructure Financing, in the Fixed Income team at CDPQ. As part of his mandate, he originates and structures innovative investment opportunities focusing on a broad array of infrastructure sub-sectors in various regions.
Prior to joining CDPQ, Mr. Duguay-Arbesfeld spent 11 years at a Canadian fixed income investment dealer where he led the firm’s participation in numerous financing transactions and its entry into the project finance realm. He authored a monthly project finance newsletter that reached equity partners, government sponsors, financial advisors and bond investors in more than 150 firms.
Mr. Duguay-Arbesfeld holds a Master of Science in Administration and a Bachelor of Commerce from Concordia University. He is a CFA charterholder.
Senior Manager, Global Credit
Amit joined IMCO in 2020 as Senior Portfolio Manager, Global Credit.
Amit has over 10 years of private debt experience where he has been responsible for syndicated, middle market and private non-sponsored deals. Before joining IMCO, he was Portfolio Manager at British Columbia Investment Management Corporation (BCI) where he helped launch the private debt strategy. Prior to that, Amit held positions at Alberta Investment Management Corporation (AIMCo) and Whitecap Advisors.
Amit holds an MBA in Finance from Texas Christian University, a Masters in Mechanical Engineering from Missouri University of Science and Technology, and is a Chartered Financial Analyst.
Head of Fixed Income and Co-Head of Emerging Market Sovereign & FX
Peter is Head Fixed Income and Co-Head of Emerging Market Sovereign & FX at Ninety One. He is jointly responsible with Werner Gey van Pittius for all global emerging market sovereign debt strategies. Peter is also responsible top-down analysis within the team. He joined the firm in 2005 from Watson Wyatt, where he was responsible for bond and currency manager research.
Prior to his time at Watson Wyatt, he spent six years as a senior portfolio manager responsible for global bond management at Robeco, where he helped develop the credit process and lead on numerous projects improving the process and tools of the department.
He graduated in 1995 with a Master’s degree in Econometrics from Erasmus University Rotterdam.
Head of Canadian Fixed Income Research
Mr. Forde is the Head of Canadian Fixed Income Research within Aon, covering a range of fixed income opportunities within Canada, ranging from Core and Core Plusto Global Unconstrained in both public and private space. Mr. Forde graduated from University College Dublin with a Bachelor of Commerce and French and from Michael Smurfit Graduate School of Business with a Master of Accounting, later becoming a Chartered Accountant (CA).
Nigel joined Manulife in 2007 and is a Managing Director on the Power and Infrastructure team. He is responsible for public and private credit decisions in the utility, transportation and infrastructure sectors. Prior to joining Manulife, he spent 18 years in credit analysis roles at DBRS in Toronto and at RBC Capital Markets in London. His broad career experience includes international coverage of utilities, pipelines, infrastructure, transportation, energy, mining, industrials and financial sectors. He is also a Chartered Financial Analyst and has a B.Comm from Ryerson University
Chiang-Jun (C.J.) Heng
Manager, Investments and Operations
Lifeworks (Formerly Morneau Shepell)
C.J. Heng has over fifteen years of experience in a variety of investment management roles, including institutional investment consulting, strategic asset allocation, portfolio fund management, manager research and due diligence, and client relationship management. He has worked with a varying multitude of clients, with portfolios ranging from a few million to just under $10 billion in size, in an assortment of asset classes including equities, fixed income, and alternatives. In his role as Manager, Investment and Operations, he works directly with MS ARM’s OCIO clients to oversee their asset allocation and investment manager decisions across all asset classes. He also provides consulting clients with professional investment management expertise and advice. C.J. also serves on MS ARM’s National Manager Research team, conducting due diligence and manager research on behalf of institutions and as a fiduciary for OCIO clients. For the upcoming discussions on private debt investment opportunities in North America and Europe, he will draw upon his experience with clients that have been moving into the burgeoning asset class, as well as his expertise as a portfolio manager for MS ARM’s close-ended fund of funds strategy that boasts a private debt sleeve to help provide additional yield and diversification for investors. C.J. earned his Honours Bachelor of Business Administration from Wilfrid Laurier University, and is registered with the Ontario Securities Commission as a Portfolio Manager – Advising Representative. He is a CFA charterholder and a member of the CFA Society Toronto.
Jim Hwang is an Independent Consultant focusing on topics including multi-asset factor modeling, equity factor investing, and portfolio design. He previously worked at CPP Investments (CPPIB) as a Managing Director within Capital Markets & Factor Investing and was responsible for public markets strategy allocation. In his earlier years at CPPIB, Jim was an MD in Total Fund Management and headed, separately, the Portfolio Management and Portfolio Design groups. He was responsible for leading his groups in researching and allocating to investment factors to help CPPIB achieve its legislative mandate in a systematic and diversified manner. Before joining CPPIB, Jim held various roles in quantitative asset management, managing both investment teams and quantitative equity portfolios. His career extends from HK and China, with Bosera Asset Management, to the U.S., with Barclays Global Investors and UBS Brinson Inc. Jim holds an MS in Mechanical Engineering from U.C. Berkeley and a BS in Aeronautical & Astronautical Engineering from MIT. He is also a CFA charter holder.
Daniel D. Leger
MGG Investment Group LP
Mr. Leger has over 18 years of experience in the asset management business. Prior to joining MGG, Mr. Leger was Head of Strategic Planning and Client Services at Akre Capital Management in Virginia where he helped grow the then 24 year old firm’s private partnership and mutual fund assets from $2 billion in 2013 to approximately $14 billion in 2019. Previously, he worked as Managing Director, Head of Marketing at Geosphere Capital, a $1.4 billion hedge fund based in New York City. Prior to that, he worked in a similar capacity at Steel Partners, a $5 billion global activist manager. Mr. Leger began his career in asset management at BRI Partners, a venture capital firm and joint venture with Mesirow Financial, that seeded hedge funds, helping grow their collective assets to in excess of $5 billion.
Mr. Leger received his doctorate in political philosophy and international relations from The University of Notre Dame in Indiana and his BA from Concordia University in Montreal, Canada
Senior Specialist Investment Risk
Canada Mortgage and Housing Corporation
Keith MacIsaac has over 30 years experience in the investment industry working in risk management. In his current role at Canada Mortgage and Housing Corporation,he is responsible for risk oversight of the Corporation’s four investment portfolios,including the defined benefit pension fund, totalling $40 billion and comprised of asset classes Canadian Fixed Income, Canadian Equities, Canadian Money Market,EAFE Equities, U.S. Equities, Derivatives and Real Estate. He is also an integral part of the Stress Testing team in formulating the corporation’s stress testing work.In his previous position at MD Management Ltd., he was responsible for oversight of all equity, fixed income and money market portfolios, representing $15 billion in assets. He has been a speaker on fixed income attribution at the World Research Group's Fixed Income Attribution conference in New York City in 2005, 2006 and 2007 and the Treasury Management Association of Canada in Ottawa in 2009. Most Recently, in 2016, he was part of a panel discussion at The Canadian Fixed Income Investments in Pensions Forum in Toronto. He is a member of the Editorial Board for the CFA Digest and holds the CFA and CIPM designations. When not obsessing about the markets, he is a private pilot who enjoys flying wherever the spirit takes him.
Catherine Ann Marshall
Ms. Catherine Ann Marshall co-founded R4 to bring specialized global investment management expertise to real estate and real asset ESG consulting. R4 is a natural evolution in her 12-year consulting history as Principal Consultant at RealAlts, a real assets investment consulting firm whose work includes ESG and TCFD reporting, new fund development, and investment strategy in Real Estate, Infrastructure, Agriculture, and Private Debt. She has an equally extensive background in hands-on ESG work as a builder, industry association leader, and sustainability expert. Prior to founding RealAlts, Catherine had extensive investment management experience as Director of Research and Strategy, Real Estate at the Canada Pension Plan Investment Board (CPPIB); Senior Vice President and Global Strategist at LaSalle Investment Management; Associate Portfolio Manager at Genus Capital Management; and Assistant Portfolio Manager, Real Estate, at the British Columbia Investment Management Corporation (BCI). She has also worked at Aon Investment Consulting as Associate Partner, Global Real Estate. Ms. Marshall was one of the first investment professionals in the world to attain the Sustainability and Climate Risk (SCR) certification in 2020. This demanding program in TCFD reporting, Green Finance and other emerging topics is offered by the Global Association of Risk Professionals. She is the ESG columnist on the Expert Panel of the Canadian Investment Review, and the former Executive Member and Treasurer of the Canada Green Building Council Toronto Chapter and has been a member of sustainability advisory groups. In addition to the SCR, she holds the CFA designation, has an undergraduate degree in Economics and Urban Studies from Queen’s University, and a Master’s in Economics and Finance from Simon Fraser University. www.r4advisory.com email@example.com
Managing Director, Client Consulting Canada
Les is the Managing Director and Lead Client Consultant for bfinance’s Canadian operation. He has worked in financial services for over 30 years, with more than two decades of experience in asset management. He has experience on the buy-side, having managed the Scotia Alternative Asset Fund from 2001-2003, launched the Scotiabank Canadian Hedge Fund Index and was Head of Operational Due Diligence for Scotia Capital’s alternative assets business. He has worked extensively with institutional allocators in a range of roles throughout his long and varied career. Prior to joining bfinance in 2017 he held senior roles at Scotiabank including Managing Director, Head of Cap Intro & Hedge Fund Consulting and Head of Global Alternative Asset Group. He began his career at Royal Bank of Canada and RBC Capital Markets. Les has been a frequent speaker at pension investment conferences on a wide range of topics. He has eclectic tastes in literature and music, is an avid sports enthusiast as well as a keen (though unaccomplished) golfer. In the dim mists of time he received an MBA from York University and a Bachelor of Arts in Philosophy and English from the University of Toronto, Trinity College.
Investment Officer and Institutional Portfolio Manager
MFS Investment Management
Owen Murfin, CFA, is an investment officer and institutional fixed income portfolio manager at MFS Investment Management® (MFS®). He is a member of the MFS Global
Fixed Income portfolio management team. In this capacity, he participates in portfolio strategy discussions, customizes portfolios to client objectives and guidelines and communicates portfolio investment strategy and positioning. He is based in London.
Prior to joining MFS in 2017, Owen served as managing director and global fixed income portfolio manager at BlackRock for 15 years. Before that, he worked as an associate and
global fixed income portfolio manager at Goldman Sachs Asset Management for five years.
Owen earned a Bachelor of Science degree with first class honors from University College London. He holds the Chartered Financial Analyst designation.
Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.
Co-CEO and Co-CIO
Fiera Capital (Asia)
Rob Petty is Co-CEO and Co-CIO of Fiera Capital (Asia). Since founding the Clearwater Funds in 2001 along with his partner Amit Gupta, they have invested profitably across market cycles, investment sectors and geographies, building an Asia-focused business that is one of the largest credit investing firms in the region today. Today, Rob leads an Asia-dedicated credit investment team, with broad Asian expertise with strategies across direct lending, secondary credit and special situations across multiple pools of capital.
Rob’s principal responsibilities at Fiera Capital (Asia) encompass portfolio management and overall management of Fiera Capital (Asia). Prior to founding Clearwater, Rob worked as a capital committer in Asian credit for fifteen years at Lehman Brothers and Peregrine Fixed income, as well as working on the investment side of the business for Marc Lasry at Amroc Investments.
Rob holds a Bachelor of Arts degree in Political Science from Brown University and is based in Hong Kong. Rob has served on multiple for-profit and non-profit boards over his 35-year career and currently sits on the board of two China-based portfolio companies and a non-profit organization, EngenderHealth.
Canadian Chief Investment Officer
Aon Investments Canada
Erwan is the Canadian Chief Investment Officer of Aon Hewitt Investment Management Inc. Erwan joined the company in 2007.
Areas of Specialization
Erwan leads the investment strategy and execution for the Canadian Portfolio Management team. He has responsibility for strategy development, implementation and risk management across all delegated investment clients. Background
Erwan previously led the Canadian fixed-income research team at Aon and was a co-lead of the fixed income team globally. He specialized in investment manager research, with a focus on fixed income and liability-driven investments. Before joining Aon in 2007, Erwan was a credit analyst at Barclays in London, assigned to the telecommunications and utility sectors, and served as a fixed-income security portfolio co-manager. He was previously a quantitative analyst at Barclays Private Bank. Erwan has a master’s degree in corporate finance from Université de Rennes (France).
He holds the designation of Chartered Financial Analyst (CFA) and has 20 years of experience in the field of finance.
Gregory N. Racz
MGG Investment Group LP
A co-founder of MGG, Mr. Racz serves as President and Chief Operating Officer, and is a member of the Investment Committee. Prior to Mr. Racz, he was President, Principal, and Chief Legal Officer of Hutchin Hill, a multi-billion multi-strategy hedge fund. Prior to joining Hutchin Hill, Mr. Racz co-founded Octavian Advisors, LP, a $1.4 billion multi-strategy investment fund, and served as President, Chief Operating Officer, and general counsel (2006-2009). Previously, Mr. Racz was a member of the corporate department of the law firm Wachtell, Lipton, Rosen & Katz (1999-2006). There he advised on corporate, securities, and compliance matters for Fortune 500 businesses, investment firms, and institutional and high net worth clients, including ConocoPhillips, General Mills, Walt Disney Company, Citigroup, JPMorgan Chase, Fox Paine, Warburg Pincus, a Washington State Investment Board affiliate, and owners of the New Jersey Devils. Mr. Racz was also a journalist at The Wall Street Journal and The Buffalo News (1993-1995), and worked at the Manhattan D.A.’s Office (1991-1993).
Previously, Mr. Racz was clerk on the D.C. Circuit, U.S. Court of Appeals. He is a member of the Board of Trustees & Investment Committee of the NYU School of Law Foundation, and was a term member of the Council on Foreign Relations. He is a member of the P&I Research Advisory Panel. He was named a “2011 Rising Star of Hedge Funds” by Institutional Investor.
Mr. Racz received his JD, Order of the Coif, magna cum laude, from NYU School of Law and his BA, magna cum laude and Phi Beta Kappa, from Dartmouth College. Mr. Racz also studied at Oxford University and Leningrad State University.
Senior Manager - Portfolio Construction
CN Investment Division
As Senior Manager - Portfolio Construction, Mr. Bruno Roy focuses on total Fund investment strategy and policy aspects. He is responsible for overseeing the absolute return and fixed income portfolios, as well as our investment strategy, currency management and risk management functions. He has been an investment manager for 19 years at the CN Investment Division, primarily involved in private debt, fixed income and infrastructure. In the past 10 years, he has built an infrastructure portfolio across fund commitments, co-investment opportunities and debt investments and has implemented a private debt strategy for the Fund. Prior to joining CN, Bruno held positions at BCE in Treasury and RBC DS in Capital Markets. He holds a master of Finance degree from Boston College and is a Chartered Financial Analyst.
Managing Director, Credit and Private Investment Risk
François Rozon is Managing Director of Credit and Private Investment Risk at PSP Investments. Having joined PSP in November 2011, François presently supervises a talented team of risk professionals, overseeing the risk reports for potential new investments and monitoring the existing investments and limits of various asset classes.
n January 2018, François transferred to PSP Investments’ London office for 16 months with the dual mandate of establishing a Private Investment Risk team focused on Europe and Asia and promoting PSP’s risk culture in the London office.
Prior to joining PSP Investments, François was a senior auditor at Deloitte and Touche LLP, where he spent 5 years. He holds a Master’s degree in Financial Accounting from the Université de Sherbrooke and is a Chartered Accountant and Certified Financial Analyst.
Managing Director and Chief Economist
Avery Shenfeld is Managing Director and Chief Economist at CIBC, having been with the firm since 1993. He holds a Ph.D. in economics from Harvard University. A sought-after commentator with a focus on North America, Avery follows economic developments and their implications for financial and asset markets. He is a six time winner of the Dow Jones Market Watch award for most accurate forecaster of the US economy. Most recently, he was recognized as the top forecaster of the Canadian economy by Consensus Economics for two consecutive years and was the top ranked economist in a survey of institutional investors. His prior background includes experience in management consulting, on the economics faculty at the University of Toronto, and lecturing in the summer program at Harvard's John F.Kennedy School of Government.
Alan Siow is a portfolio manager in the Fixed Income team at Ninety One with responsibility for Emerging Markets Investment Grade Corporate Debt and All China Bond. Prior to joining the firm, Alan worked at BlueBay Asset Management where he was a portfolio manager specialising in emerging markets. From 2008 to 2011 Alan worked at Alchemy Special Situations as an executive responsible for European distressed debt and special situations investing. Prior to Alchemy, Alan was a vice president in fixed income at Citigroup Salomon Smith Barney. Alan started his career at Deloitte in Australia. Alan graduated with a Bachelor of Commerce, first class honours (Accounting and Finance) degree from the University of Western Australia and completed a Masters in Business Administration at INSEAD, France. He is also a qualified Chartered Accountant (Australia and New Zealand).
Vice President, Interest Rates & Inflation
Ray joined HOOPP in 2007 and has been responsible for the active management of the Plan’s $55 Billion fixed income and inflation-linked bond portfolios ever since. He began his HOOPP career as Portfolio Manager, Derivatives & Fixed Income and progressed to his current position as Vice President, Interest Rates & Inflation. He helped expand the Fund’s trading capabilities into international fixed income, interest rate derivatives and inflation bond markets and has been a consistent generator of Alpha over the years.
Ray is also a member of the Asset Mix Committee and has been actively involved in all market-related transitions which successfully evolved the Plan into incorporating a dynamic Liability Driven Investing (LDI) approach for its total portfolio.
Prior to joining HOOPP, Ray was a bond and interest rate derivatives trader in the Capital Markets divisions of BMO Nesbitt Burns, TD Bank and National Bank Financial. He received his MBA and BA (Economics) from York University in Toronto
Deputy Chief Investment Officer
Mrs. Christine Tessier is currently Deputy Chief Investment Officer at Foresters Financial, where she contributes to the oversight of the company’s general account and pension assets. Prior to joining Foresters, Mrs. Tessier was head of Investments at CAA Club Group, where she oversaw the company’s corporate, pension and P&C insurance assets. Prior to working in the insurance industry, Mrs. Tessier worked in institutional product development at Invesco Ltd. She was a Principal at Mercer Investments, where she focused on Manager Research. Mrs. Tessier is a CFA charterholder and a CAIA charterholder.
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 Muncipality 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.
Bodhi Research Group
Mee Warren is President at Bodhi Research Group. Her duties include portfolio diagnostics, trade execution best practices, due diligence, and risk management. She enjoys working with a diverse set of clients and projects focused on research and education in the alternative investment space. She is also committed to Diversity, Equity, & Inclusion in the workplace. Mee joined Bodhi Research Group after nearly 15 years at Two Sigma Investments, LP
Mee joined Two Sigma in 2003 as its 30th employee. At the time, Two Sigma was a small emerging manager just trading US equities. For the first five years, she worked very closely with the CEO and built out the back and middle offices. In October 1, 2008, she joined the trading desk and eventually became Head Trader of their largest portfolio and traded global equities, currencies, commodities, and derivatives. In 2015, she was promoted to an elite 5-person team that strategized investment decisions and elevated the production environment for firm and equity strategies across all portfolios and regions worldwide. This team essentially served as the Investment Committee for Two Sigma Investments. She worked on proprietary execution tactics, portfolio construction research, and built risk monitoring tools. Mee was an important part of the team that was responsible for the tremendous success at Two Sigma. In 2018, Mee chose to leave Two Sigma which at the time had nearly 60 Billion USD in AUM.
Mee Warren won the “Women in Finance Outstanding Contributions” award from Markets Media and the Women on Wall Street Trailblazer” award from Traders Magazine. Mee is a graduate from the the University of Minnesota’s Carlson School of Management, and she holds both the CFA and CAIA charters. She is also a member of NOIP (National Organization of Investment Professionals), 100 Women in Finance, Women in ETFs, MM Women in Finance Advisory Board and also sits on the board of several non-profits. Mee is an ACBL Life Master in Contract Bridge Card Game and a competitive pool player.
Grant Webster is an investment specialist and portfolio manager in the Fixed Income team at Ninety One. He is responsible for managing the Emerging Markets Blended Debt Strategy and Emerging Markets Multi-Asset Strategy, and CEEMEA regional and Top-Down asset allocation research. Prior to joining the firm, Grant worked in London as a portfolio manager at RWC Partners, responsible for global macro and convertible bond funds. Prior to this, Grant also spent a year working as an investment analyst for Ninety One in Cape Town in 2006. Grant holds a Bachelor of Business Science (Hons) degree from the University of Cape Town and a Master’s degree with distinction in Finance from London Business School, concentrating on investments and quantitative finance. He is a qualified Actuary (AIA) and CFA® Charterholder.
Jessica is a co-portfolio manager and research analyst for Nuveen’s global fixed income team and member of the international and emerging markets debt sector team. She is an integral part of the fixed income responsible investing portfolio management team and co-portfolio manager on the Green Bond and Short Duration Impact strategies. Jessica is also responsible for covering sovereigns and local markets throughout Western Europe and Central Eastern Europe.
Prior to joining the firm in 2008, she worked at Citi Global Wealth Management (GWM) where she helped to manage the liquidity and risk of the GWM balance sheet. Most recently, she covered developed market sovereigns, agencies and agency MBS at TIAA Investments. Jessica graduated with a B.S. in Business Administration with an emphasis in Finance from The Ohio State University. She holds the CFA® designation and is a member of the CFA Society New York and the CFA® Institute.
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