Speakers
Simba Ndemera
Sandra Hawken
Joshua Fenton
Avery Shenfeld
Joe Belliveau
David O’Leary
Annette Aquin
In her role as Executive Vice-President, Finance & Operations, Annette Aquin oversees Hamilton Community Foundation’s finance, investment and administrative activities and is responsible for all statutory and regulatory compliance.
Under Annette’s leadership, the Foundation has become known as a leader in social finance. She has been a driving force behind HCF’s efforts to align all of its assets with its mission and vision through developing an environmental, social and governance strategy for public market portfolios, and leading the board’s strategic goal to allocate 20 percent of its assets to direct impact investing by 2020. The direct impact investments include local, national and global investments designed to provide positive social or environmental outcome along with a risk-adjusted investment return.
Annette is a chartered professional accountant who has worked in the private, public and non-profit sectors, as well as in public accounting.
Mario Lavallée
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.
Jack J. Bensimon
Elena Haba
Bruce MacDonald
Vijay Venkatesan
Jory Cohen
Nick Bakish
Kathryn Wortsman
Charles Nadim
Peter Muldowney
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.
Jocelyn Mackie
Matthew F. Mark
Matt has over 20 years of distribution leadership experience at category leading investment management organizations. He joined the World Gold Council in April 2017 with responsibility for distribution strategy, client development + management as well as overseeing U.S. marketing & communications. Prior to that, Matt was Head of ETF Relationship Management for Deutsche Asset Management, where he led cross-channel ETF distribution and strategy. Starting in 2002, he served as a member of the U.S. Distribution Leadership team at iShares, formally at Barclays Global Investors and then at Blackrock. Matt is based in New York and holds the series 7, 63 and 24 designations.
Andrew Kitchen
Andrew Kitchen is Managing Director, Institutional Canada for Russell Investments Canada Limited’s (RICL) institutional business. Based in Toronto Andrew (Andy) has overall responsibility for the Canadian Institutional business providing RICL’s Fiduciary & consulting solutions, covering all aspects of investment programs including governance, strategy, investment policy, asset class structure and implementation.
With over 25 years of experience in the consulting, risk management & asset management industry, Andy has worked with a wide range of institutional plans in the corporate, multi-employer and public sector. Andy’s experience includes actuarial & benefits consulting, merger & acquisition consulting, investment consulting and client & product management.
Andy began his career in 1992 providing actuarial & investment consulting advice for R. Watson & Sons (UK) (now Willis Towers Watson) and for Morneau, Coopers & Lybrand (now Morneau Shepell) after moving to Canada in 1996.
In 1998 Andy joined SEI Investments assuming a senior role responsible for the delivery of investment advice, product & solutions to a wide array of pension plans, not-for-profit, corporate and insurance asset pools, contributing to the initial design and subsequent growth of SEI’s outsourced and delegated investment solutions. Andy was instrumental in the overall client experience, the provision of strategic advice, LDI & de-risking solutions, and a member of the Canadian Executive Committee.
In 2017, Andy joined Russell Investments to assume the strategic role of Managing Director – Institutional Canada assuming leadership and strategic direction for the growth & delivery of RICL’s Fiduciary & consulting solutions to its platform of clients.
Andy is a member of Russell Investments’ global leadership council and Canadian Executive Team.
B.Sc., Mathematical Statistics & Operational Research, University of Exeter, UK
Fellow – Institute of Actuaries (UK), Fellow – Society of Actuaries
Fellow – Canadian Institute of Actuaries, CFA Charterholder, CFA Institute
Darren Spencer
Erik Mathiesen
