Alex is the Director of Investments and Financial Analysis at Indiana University (IU), USA. He oversees the management of $1.8 billion operating funds and provides quarterly reports to the IU Board of Trustees. Alex manages the operations related to investments: due diligence, compliance, policy construction, research, etc. He serves as a liaison to the University’s investment custodian bank, investment managers, and consultants. Alex also leads the IU Investment Committee and performs extensive financial analyses on strategic projects.
Before joining the University, Alex was a senior valuation advisor at EY transaction advisory services. Prior to EY, he held positions in credit analysis, project finance, accounting and audit in leading financial firms such as PWC. Alex earned his MBA from the Kelley School of Business Indiana University and his BA with honors in Economics and Accounting from the University of Haifa. He holds the CPA designation in the state of Israel.
Following a long, illustrious career as a senior executive in Ottawa’s high-tech sector, Marco Pagani became President and CEO of the Ottawa Community Foundation in January 2014.
Known as a passionate and energetic leader, Marco is recognized as a strategic thinker who has consistently guided companies and organizations through difficult, but critically necessary turnarounds, leading to significant economic gains for stakeholders. Moreover, he is respected for placing a strong emphasis on ethics and corporate governance in building the corporate culture of the organizations he leads and advises.
Since taking over the helm of the OCF, Marco has set and met a series of ambitious targets, including bringing in close to $25 million in his first year, as well as improving the Foundation’s brand profile and reputation for innovation. Under his leadership, it launched the city’s first New Leaf Community Challenge, providing a $125 thousand grant to address critical issues around food security and access to healthy, affordable food. He has also become a key player in a variety of community development and city-building initiatives that will help shape the Ottawa of the future.
Alan Walker joined the Foundation as Executive Director in June 2010. Alan was formerly a senior executive with TD Bank Financial Group, with extensive experience in the investment, trust and wealth management businesses. Active as a Director and Board chair in not for profit organizations in Toronto, he links a keen appreciation for the arts together with expertise trust law and asset management to his responsibilities.
The Ontario Arts Foundation was established in 1991 and manages endowments for over 300 arts organizations and privately funded arts awards and scholarships in Ontario. We work with arts organizations, government and arts patrons to build long term financial support for the arts in Ontario. In 2017, the Foundation disbursed over $ 3.3 million in income/awards and scholarships.
Diana is the Chief Investment Officer at Hamilton Health Sciences and is responsible for establishing and implementing the strategic direction, policy, and overall management of the investment portfolios at both Hamilton Health Sciences, a public hospital, and Hamilton Health Sciences Research Institute (HHSRI), a public charitable foundation established in 2014.
She is also the Treasurer of the Board of Directors of Interval House of Hamilton, an organization that provides accessible and high quality care, system navigation support and advocacy to women and their children who are fleeing relationship violence and abuse.
Diana is a Chartered Professional Accountant (CPA, CA) and holds a Chartered Investment Manager (CIM) designation.
Peter heads our Strategic Exchange initiative at Connor, Clark & Lunn. He has over 20 years of investment experience in Canada, the US and the United Kingdom spending his earlier years in consulting, which included leading two of the major Canadian firms and then moving to the investment management business in 2008 when he established a new investment operation for a Canadian insurance company. He joined Connor, Clark and Lunn Financial Group, as Senior Vice President, Institutional Strategy in 2011.
Adil Dhalla is a civic entrepreneur and community organizer who is driven to co-create new and inclusive economies. He is the Executive Director of the Centre for Social Innovation (CSI), which is a not-for-profit organization that provides space, services and programs to +2000 social mission organizations annually. In addition to his role at CSI, he Chairs the Board for the award-winning StopGap Foundation, which focuses on improving physical accessibility in communities and he also co-founded and continues to chair Camp Reset, a not-for-profit and acclaimed summer camp for adults that is uniquely addressing issues around mental health and loneliness for adults through play and digital detoxing.
Adil was recently named a BALLE Fellow, awarded to local economy leaders who are creating the new economy. He is the first Muslim to ever receive the honour.
Dan Geraci is a Managing Partner and Founder at Cygnus Investment Partners LP. Dan has over 37 years of experience in the North American financial services industry and has a proven track record of building, managing transformations, and turning around businesses in the asset management and wealth management industries. His background includes C-suite roles in asset management industry with a focus on building iconic brands and new products. He has a demonstrated history of product innovation, marketing strategy and distribution expertise and has brought such expertise to bear with considerable success on both sides of the border.
Mr. Lavallée is professor of finance at Université de Sherbrooke. He works part time as director of research at AlphaFixe Capital a fixed income management firm based in Montreal. He earned a Ph. D. from the Stern School of Business at New York University and a Master Degree from Université de Sherbrooke. He also earned the CFA designation. During is career he was a senior vice-president at Aon Hewitt and a professor at both HEC Montréal and Université du Québec à Montréal.
Mr. Lavallée works with many pension plans investment committee. He participated in many professional and educational conferences in Canada and abroad. For four years, he was vice president of depositors management at Caisse de dépôt et placement du Québec. He also had his own consulting and portfolio management firm (Finlab) for seven years.
Tom Reimer serves as the Director of Institutional Sales for the SEI Global Institutional Group in Toronto, Ontario. His team is responsible for business development within the Canadian market and management and implementation of SEI’s delegated investment solutions (OCIO) for defined benefit, defined contribution, endowment, foundation, multiemployer and not for profit clients.
Following five years with the Calgary Stampeders of the Canadian Football League, Tom started his career in the investment industry with Merrill Lynch as a Financial Advisor and Investment Manager, followed by senior management and business development roles for AGF Asset Management Asia and Brandes Investment Partners.
Tom earned his Bachelor of Education (Honours) in Psychology and Business from The University of British Columbia and holds the Chartered Investment Manager (CIM) designation.
Danny Glenwright is the Executive Director of Action Against Hunger Canada, an international humanitarian and development organization specialized in fighting hunger and its underlying causes. He is also the managing editor of The Philanthropist, an online journal for practitioners, academics, supporters, and others engaged in the non-profit sector in Canada. A journalist by training, Danny has more than 15 years of experience in the non-profit and media sectors in Canada and internationally – and his work has taken him to more than 55 countries. This includes a stint as managing editor of the Gender Links news service in South Africa, a role with the United Nations in Palestine, and media training experience in Sierra Leone, Namibia, and Rwanda. He was also previously the managing editor of Xtra newspaper in Toronto and the executive director of Journalists for Human Rights. Danny holds a master’s degree in international development from Italy’s Pavia University, and a bachelor of arts in journalism from Ryerson. He has written extensively about gender issues, media literacy, and Canada’s role in international development. He is the recipient of the 2006 Canada-EU Young Journalist Award, and in 2009 he was chosen to represent Canada as a UNESCO Global Leadership Fellow.
Paul Scholz is a Partner and Managing Director responsible for Credit and Risk at Institutional Mortgage Capital (“IMC”). With over 26 years of real estate mortgage banking experience, Paul is a leading authority in the origination and underwriting of commercial mortgages within the Canadian market.
IMC provides a variety of real estate debt financing solutions which include bridge financing, Core & Core Plus loans, high yield as well as long term fixed rate debt structures. IMC originates loans for the purpose of its asset management business and CMBS securitization. Paul participates in the origination process by providing credit guidance starting at the initial quote stage as well as throughout the underwriting and closing process. In addition, Paul has an active role in IMC investor relations.
Prior to IMC, Paul was responsible for loan origination and credit at Merrill Lynch’s Canadian commercial mortgage financing program. The Merrill Lynch platform originated and funded over $8 billion of loans in addition to another $3 billion of loans under the IMC platform. His previously held positions in the industry also include being Regional Manager at London Life’s Mortgage Group, Central Canada.
Mr. Scholz holds an Honours Bachelor of Business & Administration from Wilfrid Laurier University, Waterloo, ON. Paul is an active participant in industry events providing his expertise on many conference panels.
￼Jan is an Investor, Banker and Scholar who has invested in private and public markets, advised and raised public capital across multiple industries in Europe and North America. Jan is fluent in English, Spanish, French and Dutch.
For over a decade he worked for Goldman Sachs International, Merrill Lynch International, and Salomon Brothers International. He co-headed the Emerging Markets Trading Desk at Salomon Brothers, set up the Continental Sales-Trading Desk at Goldman Sachs and was a member of Merrill Lynch’ Hedge Fund Advisory Group. He was a special advisor to Pacific Lake Partners, a Boston-based institutional investor in search funds and is the managing partner of Vonzeo Capital, an institutional investor in search funds based in Vancouver.
His expertise is in the areas of: investment strategies, alternative investments and mergers and acquisitions for both European and North American markets. He has managed money in equities, fixed income and advised hedge funds in a variety of strategies.
Jan merges his academic background with his professional expertise to bridge gaps between both worlds where these exist. His research covers the influence of networks in the decision-making process in the investment world and their impact on systemic risk. His work has been published in academic journals such as the Journal of Network Theory in Finance and the British Journal of Management. It has also been discussed in the press by the Financial Times, Financial news, Business Week, The Hedge Fund Journal, SCOPE and Business Week. He has a PhD in Finance, Master in Business Administration, Post-Graduate in Investment Advice, Masters in Law, and a Bachelor of Law.
Since 2003 Jan has been teaching at universities in Europe and North America; such as Beedie School of Business, Berkeley Haas School of Business, IESE Business School, INSEAD, NYU-Stern, Thunderbird Management School and UCLA-Anderson. He has been a Visiting Scholar at the London School of Economics and Political Science. Some of the courses he delivers at graduate level are: Alternative Investments, Corporate Finance, Enterprise Risk Management, Entrepreneurial Finance and Mergers and Acquisitions. He is on the Dean’s Roll for Excellence in Teaching and has won numerous Best Teaching Awards. The Economist rated him as one of the Top #20 Business School Professors in the world.
Jan has designed and delivered Executive custom courses at IESE and INSEAD for Anglo American, BMW, Citigroup, Colliers International, DNV GL, Goldman Sachs, IFF, Bank of America-Merrill Lynch, Rabobank, Santander, and Teleflex. He also teaches in the Directors Education Program, a program for board members jointly developed by the Institute of Corporate Directors and the University of Toronto’s Rotman School of Management.
Since 2014 Jan’s focus has been on advising, supporting and investing in young, dynamic, talented and ambitious entrepreneurs who are searching to acquire a company to manage and grow the acquired company. This has allowed him to merge both his previous passions of investing and assisting the future generation of leaders in fulfilling their dreams.
He served the first battalion Para-Commando as well as NATO’s Special Intervention Forces. He holds both Commando A and Parachutist A military certificates.
Longview is an independent investment management company based in Toronto. The firm manages a single, global portfolio of stocks for individuals, families and charitable institutions who are seeking to protect and build their wealth over the long run.
Doug has been an investor in public and private companies around the world for more than 30 years.
Prior to joining Longview, Doug was an investment banker for 25 years, primarily based in London, England. Most recently, Doug was Managing Director and Head of Healthcare Investment Banking in Europe, the Middle East and Asia at UBS, having started his career at S.G. Warburg & Co. Ltd., a predecessor firm of UBS.
Doug is a graduate of Queen’s University (Bachelor of Commerce). He currently serves on the Boards of The Sterling Hall School (Chairman), The Sterling Hall School Foundation, Worldwide Healthcare Trust PLC and two private family foundations.
In addition to investing, Doug enjoys spending time with his wife, Deborah, and their three children, as well as participating in various sports and the arts. His philanthropic passions are healthcare and education.
Mike MacBain Founded ECFMI in September 2009. As the Chief Investment Officer, he leads the Portfolio Management Team and oversees all trading and research decisions. Mr. MacBain has over 30 years of experience in the financial services industry in various trading and senior management roles for leading investment dealers. Most recently he was the Head, Global Fixed Income, Derivatives and Currencies at RBC Capital Markets. Mr. MacBain was also the President of TD Securities from 2002 – 2006 and spent over 12 years at TD Securities Inc. holding senior management roles focused on Credit, Fixed Income and Derivative Products.
Mike has completed the Executive Management Program at Stanford University and earned his Bachelor of Arts, Honours Economics and Finance, from McGill University.
Mark joined Highstreet Asset Management Inc. (Highstreet) in 2011 and today leads the firm’s investment management functions. He is also responsible for portfolio management of the Highstreet Canadian small cap and Canadian growth equity mandates. Mark has 14 years of investment experience applying quantitative and qualitative management techniques to the portfolio management process.
Mr. Basdeo's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, Mr. Basdeo was the head of the Canadian fixed income business and was responsible for both the management of the Canadian institutional and iShares fixed income assets as well as delivering fixed income strategies and solutions to BGI clients. Prior to joining BGI in 2005, he was the head of the Relative Value Fixed Income Group at Ontario Teachers' Pension Plan. Mr. Basdeo's experience has spanned over 20 years managing fixed income portfolios and delivering fixed income solutions to Canadian clients. Mr. Basdeo earned a BSc in engineering from the University of Waterloo, and an MBA from the University of Toronto.
Teresa Kong is a Portfolio Manager at Matthews Asia and manages the firm’s Asia Strategic Income and Asia Credit Opportunities Strategies. Prior to joining Matthews Asia in 2010, she was Head of Emerging Market Investments at Barclays Global Investors, now known as BlackRock, and responsible for managing the firm’s investment strategies in Emerging Asia, Eastern Europe, Africa and Latin America. She developed and managed strategies spanning absolute return, active long-only and exchange-traded funds. In addition to founding the Fixed Income Emerging Markets Group at BlackRock, she was also Senior Portfolio Manager and Credit Strategist on the Fixed Income credit team. Previously, Teresa was a Senior Securities Analyst in the High Yield Group with Oppenheimer Funds, and began her career with JP Morgan Securities Inc., where she worked in the Structured Products Group and Latin America Capital Markets Group. She received both a B.A. in Economics and Political Science and an M.A. in International Development Policies from Stanford University. She speaks Cantonese fluently and is conversational in Mandarin.
Hornung is an Associate Director, Investment Strategy for Russell Investments Canada Limited (RICL) institutional business. Adam is a client portfolio manager to RICL’s fiduciary solutions clients and provides consulting advice on all aspects of investment programs including governance, strategy, investment policy, asset class structure and implementation.
With over a decade of experience, Adam is responsible for supporting clients on all aspects of their investment programs including governance, strategy, investment policy, asset class structure, manager selection, and investment implementation.
Prior to joining RICL in 2012, Adam was manager of the Treasury department at M.R.S. Trust Company, where he was responsible for corporate wide investment and risk management initiatives. As the primary investment manager of the corporate securities portfolio he focused on assessing and reporting on corporate wide risk, including credit, capital, liquidity, and interest rate risks. In this role, Adam also provided guidance in assessing new business initiatives as they relate to asset and liability management, and overall corporate risk management.
Adam has received an MBA from the Schulich School of Business at York University with concentrations in strategy and investment management.
Mary Beth Lato is a senior asset allocation strategist for Russell Investments, in the Investment Division Client Strategy & Research group based in the Toronto office. Mary Beth has responsibility for the completion of strategic reviews (asset/liability studies and non-profit spending reviews) and risk-monitoring exercises for clients and prospects. As part of the strategic review process, Mary Beth educates clients on how the current market environment impacts the ability of non-profits and pension plans to meet their goals, and how investment diversification can assist in meeting those goals. Mary Beth helps clients reach an effective asset allocation decision by bringing together liabilities, spending needs and available asset classes in a risk-reward framework.
Mary Beth joined the Client Strategy & Research group from Asset Allocation & Risk Management group in New York, where she had a similar role. Prior to that, she was in the Investment Consulting group where she provided analytical and strategic support to defined benefit and non-profit clients. She was responsible for client service support connected with investment strategies, investment implementation, performance monitoring and manager evaluation.
Mary Beth moved to the New York office from the London office where she worked in the Consulting & Advisory Services Team. She focused on quantitative analysis and supporting consultants in providing a wide range of investment advice to institutional clients across Europe focussing on investment strategy, asset allocation, liability-hedging and risk budgeting. Mary Beth joined Russell Investments in 2007.
Brian Emmett studied economics at the University of Western Ontario; holds a master's degree in economics from the University of Essex in England; and did postgraduate work at the University of Western Ontario.
Mr. Emmett has had a career in public policy in both the developed and developing world, including, the Department of Minerals and Energy, Papua New Guinea, Environment Canada, the Auditor General of Canada, the Canadian International Development Agency and Natural Resources Canada. He retired from government in 2007 as Assistant Deputy Minister, Strategic Policy Sector with Natural Resources Canada. Mr. Emmett joined Sussex Circle, an Ottawa based consultancy, in 2007.
In 2013, Brian Emmett joined Imagine Canada as Chief Economist for Canada’s Charitable and Nonprofit Sector, tasked with measuring the economic impact of the sector and bringing economic issues facing charities and nonprofits to the forefront of public policy decision makers.
Aaron Bennett, CFA, is a Partner and Senior Research Analyst at Jarislowsky Fraser, covering North American equities. He has been at the firm since 2014 and has more than 15 years of investment experience. With a deep expertise on ESG investing, Aaron is a member of the firm’s Sustainable Investment Committee and helps support the coordination of sustainable investing activities and the development of ESG tools across the firm. He is also a member of the Advisory Committee for the PRI-coordinated collaborative global engagement on methane risk.
Prior to joining Jarislowsky Fraser, Aaron worked for the Ontario Teachers’ Pension Plan in a variety of related roles for the Natural Resources sector, including the co-management of a private energy and timberland portfolio. He also sat on the boards of many private investee companies in the energy space and was a founding and active member of the organization’s Responsible Investing Committee. Aaron also previously worked for a number of mid-sized Canadian boutique investment banks as an equity research analyst covering Health Care and Biotechnology.
Aaron earned a B.Sc Honours (Biology) from Queen’s University and an MBA from the Ivey School of Business Western University.
Phil Gillin is Executive Vice-President and Portfolio Manager for Bentall Kennedy (Canada) Limited Partnership and Sun Life Investment Management.
Phil oversees Canadian Property for the General Account of the Sun Life Financial Group of Companies, with responsibility for its large portfolio of Canadian commercial mortgages and real estate investments. In addition, Phil is the Chair of Sun Life Financial’s International Sustainability Council.
Phil is also Senior Managing Director and Portfolio Manager for the Sun Life Canadian Commercial Mortgage Fund, with responsibility for the management and performance of the fund.
Phil has over 36 years’ experience in the property investment sector. He joined Sun Life Assurance Company of Canada in 1998 as Vice-President of Canadian Real Estate, overseeing the growth and enhancing the management of the portfolio, and was appointed as Senior Managing Director and Head of Canadian Real Estate in 2007. Phil’s responsibilities were expanded in 2012 to also include Canadian commercial mortgages. Prior to joining Sun Life Assurance Company, Phil managed the real estate assets at one of Canada’s largest retailers, and prior to that he with was one of North America’s largest real estate companies.
Phil speaks frequently on property investment topics and is very active in industry and community organizations. Among others, he is a member of the Commercial Real Estate Development Association (known as NAIOP) and the International Council of Shopping Centers, the Urban Land Institute and serves on the Real Estate Advisory Board of the Schulich School of Business.
Sasha is a partner at Greybrook and CEO of Greybrook Securities, where he directs Greybrook’s capital markets activities across the firm’s focus areas. He is an experienced finance professional with over a decade of transaction experience and is a recognized buy-side transactions expert. Sasha is a member of the board of directors of Greybrook Capital and several of its related entities including Greybrook Realty Partners, Greybrook Securities, Greybrook Health and TMS NeuroHealth.
As the co-chair of Greybrook Realty Partners’ Investment Committee, he is responsible for providing oversight and approval of the company’s investments and portfolio acquisitions. Greybrook’s real estate investment portfolio includes over 50 developments in the Greater Golden Horseshoe region and South Florida markets. In aggregate, these assets represent 32 million square feet of residential and commercial density with an estimated completion value of $14 billion.
As an institutional marketing professional, Andrew is responsible for new business development, consultant relationships, and client service in Canada. Previously, he was with Pacific Investment Management Company, LLC as a senior vice president and vice president at its Canadian office (2005-2014); Russell Investment Group as a regional director (2003-2005); Perigee Investment Counsel, a Legg Mason Company, as a principal (2000-2003), and at State Street Trust Company Canada as a vice president (1993-2000). Andrew earned a B.A. in Economic and Geography from University of Guelph and is registered as an Exempt Market Dealing Rep under the OSC.
Richard’s role on the Global Fixed Income team includes portfolio implementation, research and communicating details of our investment strategies to clients, prospects and consultants. Previously, Richard managed Brandywine Global's institutional client service function, maintaining and enhancing relationships with institutional clients, specializing in Global Fixed Income and related strategies. Richard joined the Firm in April 2005. Previously, he served in a variety of roles at Goldman Sachs Asset Management (1994-2004). Richard also has worked for Booz Allen Hamilton, Inc. (1992-1994), Salomon Brothers (1987-1992), Acsis, Inc. (1986-1987), and Hoskyns Group (1985-1986). He earned a B.Sc. with first-class honors in Computer Science from the University of Westminster in London.
Carl Bang is President, Sun Life Institutional Investments (Canada) Inc., a Sun Life Investment Management company, that offers investment solutions to defined benefit pension plan clients and other institutional investors.
Carl has significant experience in developing investment strategies and leading investment businesses. He was most recently Chief Investment Officer of the Qatar Foundation Endowment (QFE), playing a key role in building it to one of the largest endowment funds in the world. Prior to his QFE role, Carl was Chairman and Chief Executive Officer of State Street Global Advisors (SSGA) based in Paris, managing European and Middle Eastern client assets. Preceding this role, he was President, Senior Managing Director and Chief Investment Officer for SSGA Canada, during a time of rapid business growth and new investment strategy expansion. Earlier in his career, Carl held portfolio manager roles in Canada and in Norway, including during the founding period of Norges Bank Investment Management, the group that manages the Norwegian Sovereign Wealth Fund.
Carl has a Bachelor of Commerce from the University of Windsor and an M.B.A. from the Schulich School of Business, York University, graduating as a Schulich Scholar for academic excellence and entrepreneurship. He is also a CFA Charterholder.
Highly active in finance and educational organizations, Carl served as head of the global CFA curriculum committee responsible for portfolio management and as vice chair of the CFA institute professional development program. He also has held directorships on the CFA global advisory board, the Financial Research Foundation of Canada, the Canadian Coalition for Good Governance, CIRANO (a Quebec-focused financial market think-tank) and is currently a director of EDHEC Business School’s Risk Institute’s International Advisory Board and the Schulich School of Business International Advisory Council.
Brett House is Vice-President and Deputy Chief Economist at Scotiabank. He works with the Chief Economist to manage a research team that provides Scotiabank and its clients with macroeconomic insights and forecasts across the bank’s domestic and international business lines.
Prior to joining Scotiabank in October 2016, Brett was Chief Economist at Alignvest Investment Management 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 and McGill University in Montréal, and has held research roles at Columbia University in New York 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 and the 2015 Good Citizen Award from his hometown of Lincoln, Ontario. He was named a Young Global Leader by the World Economic forum in 2010.
Robert Walker is the Vice President of Environmental, Social, and Governance (ESG) Services for NEI Investments. NEI manages Canada’s largest responsible investment mutual fund family.
Robert leads an 8-person team responsible for implementing NEI’s Responsible Investing Program, a set of activities designed to contribute to the creation of long term sustainable value for all stakeholders.
Robert has 25 years of experience developing responsible investment in Canada. He currently serves on the board of directors of the International Institute for Sustainable Development (IISD), a top 10 global environmental think tank, and the International Corporate Governance Network (ICGN), an investor network created to advance effective corporate governance practices worldwide. Robert is also a Governance Fellow of the National Association of Corporate Directors.
Yvan Breton is a Partner and the Head of fiduciary management for Canada. In his role, he is responsible for developing and managing Mercer's Fiduciary Management business and capabilities in Canada, and overseeing Mercer's full suite of delegated investment services, such as Mercer's Dynamic De-Risking Solution (MDDS) and single asset class solutions. Yvan has extensive experience in working with clients in developing advisory and fiduciary management related solutions across the full breath of institutional investment issues.
Yvan joined Mercer in 1998 and has held a number of senior roles across the firm, including Business Leader, Investment Consulting for Canada and Latin America. He is a member of the Canadian Investment Leadership Team.
Yvan obtained a Bachelor degree of Actuarial Science in 1985 at the Université Laval and is an Associate of the Society of Actuaries.
Klaudia is the Managing Director of Foundation for Environmental Stewardship. She is a Sustainability and Corporate Responsibility practitioner and has been recognized as one of Canada's Top 30 Sustainability Leaders by Corporate Knights. Her previous roles in the field include PricewaterhouseCoopers (PwC) and Rogers Communications. She’s completed her MBA at the Schulich School of Business and lectures in the area of sustainability, CSR and ethics. Klaudia has become a trusted source of advice for emerging leaders in the field.
Benjamin W. Forssell, CFA, is a managing director and portfolio specialist at Manulife Asset Management. Benjamin supports the Portfolio Solutions Group, MAM’s globally-based asset allocation investment team on all aspects of product management, assisting client facing teams in the effective communication and positioning of MAM’s asset allocation capabilities with clients, prospects and consultants.
Prior to joining Manulife’s asset management organization, Benjamin was assistant vice president & head of platform development for Manulife’s Asia Wealth Management team based in Hong Kong, managing fund selection and development for Manulife’s wealth management businesses in Asia. Prior to joining Asia Wealth Management, Benjamin worked for Manulife/John Hancock in the United States in various roles including fund selection for Manulife’s US-based wealth management businesses and a role in sales, selling separately managed accounts to independent financial advisors targeting high net worth individuals. Benjamin started his career at Lord, Abbett & Company selling mutual funds, retirement plans and separately managed accounts to financial advisors across the United States. Benjamin is a CFA charterholder.