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Keynote Speakers

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Jim Keohane is currently a member of the Board of Directors for the Alberta Investment Management Corporation (AIMCo) and was President and CEO of the Healthcare of Ontario Pension plan from 2011 until his recent retirement in March 2020. He joined HOOPP in 1999, bringing more than 25 years of institutional investing experience with several national firms.

J I M  K E O H A N E

Former President & CEO

Healthcare of Ontario Pension Plan

John P. McCormick is a leader in the asset management and broader financial services industry, with a track record of building global, innovative, and high-performance organizations. As Global Group Head of Blackstone Alternative Asset Management ("BAAM"), the $82 billion AUM hedge fund and asset management division of The Blackstone Group, John led BAAM to record financial results, with strong growth in revenues, distributable earnings, and fee related earnings. 

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J O H N  P .  M C C O R M I C K

Asset Management Executive


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An actuary by training, Claude was the inaugural President & CEO of the Ontario Teachers’ Pension Plan. From 1990 to his retirement in 2007, he oversaw Teachers’ development into one of the world’s leading pension plans with more than $100 billion in net assets, an innovative investment program, and outstanding services to more than 250,000 plan members.

C L A U D E  L A M O U R E U X

Retired CEO

Ontario Teachers' Pension Plan
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Dr. Ranjan Bhaduri is the Founder & CEO of Bodhi Research Group. Bodhi Research Group is focused on research and education in the alternative investments industry.

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D R .  R A N J A N  B H A D U R I

Founder + CEO

Bodhi Research Group
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Elizabeth Burton is a managing director and senior client investment strategist in Client Solutions Group (CSG) at Goldman Sachs as a managing director and client investment strategist in New York. In this new leadership position, Elizabeth advises Goldman’s institutional clients on their investment strategy and portfolio objectives, working alongside our global client advisors and product strategists across public and private markets

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E L I Z A B E T H  B U R T O N

Managing Director

Goldman Sachs

Andy Greene brings over 25 years of investment experience in both the U.S. and Canada. Andy is the Managing Director of Investments for the Toronto Transit Commission (TTC) Pension Plan, and responsible for overseeing the TTCPP’s investment portfolio.

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A N D Y  G R E E N E

Managing Director, Investments

TTC Pension Plan

As a Managing Director in the Finance department, Mark Hannoush leads a team that specializes in conducting due diligence at the Ontario Teachers’ Pension Plan in Toronto, Canada. Mark also manages the Business Investigative Due Diligence process in support of the Investment Division.

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M A R K  H A N N O U S H

Managing Director, Due Diligence & Advisory

Ontario Teachers' Pension Plan


Bahi Kandavel is the Founder & CEO of the Northstar Trading group - a quantitative proprietary trading firm specializing in North American electricity markets, with traders based in Toronto, Calgary & New York.

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D R.  B A H I  K A N D A V E L

Founder & CEO

Northstar Trading

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In her role as Principal on the Total Portfolio Management team at OMERS, Britt is responsible for thematic research. She identifies key trends that could have material impacts over a long term horizon. She identifies macro level implications and quantifies the impact on the portfolio. She works collaboratively with OMERS investment groups to identify opportunities and ways to position the portfolio to benefit from thematic trends.

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B R I T T  B U H A Y

Principal, Total Portfolio Management

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Hazlitt Gill joined BCI’s Partnership Portfolio team in 2022 and leads the group’s absolute return fund program. Prior to joining BCI, Hazlitt spent over 13 years at Wells Fargo Investment Institute, most recently as Senior Vice President and Head of Alternatives Manager Research.

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H A Z L I T T  G I L L

Managing Director, Partnership Portfolios


Suk Inthirarajah is a Managing Director at Ledger Investing. He brings over 20 years of financial markets experience, with expertise in structuring and business development. Across his roles at Man Group, GAM and Ledger Investing he has worked with some of the largest and most sophisticated institutional investors in hedge funds, insurance linked securities and private debt.

S U K A N D A N 

I N T H I R A R A J A H 

Managing Director Ledger

Capital Markets, LLC
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Zlata heads Canadian Sustainability Practice at IBM Consulting, where she leads a team of sustainability and climate consultants. The Sustainability Practice focuses on accelerating IBM’s clients’ journeys across all industries and lines of businesses to becoming Sustainable Enterprises with technology, leveraging data science, advanced analytics, AI, hybrid cloud, blockchain, research, and IBM’s ecosystem of partners.

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Z L A T A  H U D D L E S T O N


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Puneet Kohli is an Assistant Vice President at the Healthcare of Ontario Pension Plan (HOOPP) in the Equities Derivatives & Collateral Management division. At HOOPP, Mr. Kohli is responsible for the development of investment programs to maximize the Plan’s return-to-risk profile.

P U N E E T  K O H L I

Capital Markets and Alternative Investments Assistant Vice President

Healthcare of Ontario Pension Plan

Confidy Kong is the Creative Director at Bodhi Research Group. Focused on the company’s branding and marketing, Ms. Kong conducts the design, strategy, and operations of Bodhi Research Group’s educational arm involving: seminars, webinars,

and conferences.

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C O N F I D Y  K O N G

Creative Director

Bodhi Research Group

Peter Martin Larsen is UPP’s Senior Managing Director, Head of Private Markets, responsible for UPP’s Private Markets portfolio comprising the infrastructure, real estate, private equity, and private debt asset classes.

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P E T E R  L A R S E N

Senior Managing Director, Head of Private Markets

University Pension Plan
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Brandon Gill New is a Director in the Capital Markets Group at OPTrust, one of Canada’s largest defined benefit pension plans. In her role, Brandon provides strategic direction and oversight of the Plan’s portfolio of externally managed public-market investments, representing roughly 20% of total assets under management.

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B R A N D O N  G I L L  N E W

Director + Head of Multi-Strategy Investing and Digital Assets

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Sandra Ramirez is a Director of Economic Research in the Total Portfolio Management team at OMERS. She joined OMERS in 2016 and is responsible for providing insights on the short- and long-run global economic outlook to OMERS' stakeholders and investment teams. She played a pivotal role in the development of OMERS' Asia strategy prior to the opening of its Singapore office in 2017. At OMERS, she has also covered various trade-related issues, such as the 2018 US-China Trade-War, and in 2020, she led an OMERS-wide initiative to understand the implications of the COVID-19 pandemic on global supply chains.

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S A N D R A  R A M I R E Z

Director - Total Portfolio Management


Romain Rouillon is Managing Director of Total Fund Completion Portfolio Strategies at OPTrust, one of Canada’s largest pension funds with net assets of almost $25 billion.


Romain has over 15 years of experience in portfolio construction and systematic and macro investing.

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R O M A I N  R O U I L L O N

Managing Director and Head of Total Fund Completion


Ben Savage manages Clocktower Technology Ventures and is responsible for all of Clocktower Group’s private market activities. He was previously Director, Investment Associate Program for Bridgewater Associates, where he worked with the firm’s CIOs on strategic priorities, talent development and research. Ben began his career as a VC and private equity investor with Wasserstein Perella.

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B E N  S A V A G E


Clocktower Technology Ventures

Anne-Sophie van Royen serves as AMO USA’s Chief Investment Officer, Quantitative Strategies. She is responsible for overseeing all aspects of the firm’s quantitative investment programs including the research process, portfolio management, execution and risk management. Ms. van Royen manages AMO USA’s quantitative investment team.

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D R .  A N N E  -  S O P H I E 
V A N  

Chief Investment Officer

Asset Management One USA Inc.

Chris Schindler is Castlefield Associates Chief Executive Officer and Chief Investment Officer and leads all aspects of Castlefield’s investment strategy and business. He brings over 20 years of investment experience, with expertise in systematic investing, portfolio construction, investment risk management, and external manager selection.

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C H R I S  S C H I N D L E R


Castlefield Associates

Pierre-Philippe Ste-Marie has 25 years of experience in the financial industry working with fixed income and cross asset absolute returns teams. He has initiated and unwound absolute returns and indexed portfolios and managed Canadian, US and European cross asset exposure levered and unlevered as a team leader (CEO, CIO) as well as a portfolio manager.

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P I E R R E - P H I L I P P E 
S T E - M A R I E

Visiting Researcher

Bodhi Research Group
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Matthew Tambellini was most recently COO of Stamina Capital Management, a long/short equity and opportunistic credit hedge fund based in New York. Matt joined Stamina prior to its launch, and assisted with establishing all non- investment aspects of the fund. These responsibilities included diligencing/negotiating all service provider arrangements, forming Stamina Cayman master/feeder structure, establishing various human resources policies and managing the marketing outreach and investor due diligence processes. Prior to joining Stamina, he was a managing director with Blackstone Alternative Asset Management.

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M A T T  T A M B E L L I N I

Operational Advisor

Bodhi Research Group

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Faiza Vassanji is a Director within the Risk Management Solutions Team at National Bank, specializing in foreign exchange. Spanning 15+ years experience in risk management services, she is responsible for assessing and hedging foreign exchange risk exposures for large corporate clients.

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F A I Z A  V A S S A N J I

CAIA, Director - Risk Management Solutions Team

National Bank of Canada
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Dr. Niall Whelan is a risk executive with over twenty years experience implementing new and emerging industry practices and regulations. He is experienced at leading complex cross-functional initiatives. Areas of specialisation include climate scenario modelling, enterprise risk, enterprise stress testing, credit modelling for
IFRS 9 and CECL, and models for market and counterparty credit risk.

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D R .  N I A L L  W H E L A N

Visiting Researcher

Bodhi Research Group

Vincent is a portfolio manager at Redjay Asset Management, a spin-out asset management firm from a Toronto based single family office. As a PM, he’s responsible for portfolio construction and manager selection for Redjay’s external funds program.

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V I N C E N T  Z H O U

Portfolio Manager 

Redjay Asset Management

Christophe L'Ahelec is an investment professional with more than twenty years of global experience in France, Hong Kong, Switzerland, and Canada. As Managing Director, Public Markets, he is responsible for UPP’s global investment strategy with a particular focus on Public Market activities.

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C H R I S T O P H E  L ' A H E L E C

Managing Director, Public Markets

University Pension Plan
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Ju Hui Lee is the Head of Market Risk of UNJSPF (United Nations Joint Staff Pension Fund), responsible for market risk oversight and asset-lability management. She is currently Officer-in-Charge, Risk and Compliance, responsible for Risk, Performance and Compliance oversight critical to the fund's success.

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J U  H U I  L E E

Head of Market Risk

United Nations Joint Staff Pension Fund

Mark Phillip is a Managing Director with FlowStone Partners, leading business development and investor relations. Mark has nearly two decades of experience in commercializing and investing in liquid and illiquid alternative investment strategies.

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M A R K  P H I L L I P

Managing Director

FlowStone Partners

Roy Ratnavel is the Executive Vice President of CI Financial and the Head of Distribution at CI Global Asset Management. He currently leads CI’s National Distribution team that oversees CI’s retail assets. He has over 25 years of experience in the financial services industry and holds an undergraduate degree from the University of Toronto.

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R O Y  R A T N A V E L

EVP and Head of Distribution

CI Global Asset Management

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Dr. Davide Sabatini is the Solutions Engineer at Bodhi Research Group. His duties include building infrastructure and assisting the CEO with analysis. He utilizes multi-disciplinary skills and draws on inter-professional experience in the business, clinical and engineering domains.

D R .  D A V I D E  S A B A T I N I

Solutions Engineer

Bodhi Research Group
Heather Sergeant

Heather Sergeant is a Portfolio Manager, External Portfolio Management, at CPP Investments, maintaining a portfolio of externally managed funds and separately managed accounts across public market strategies.

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H E A T H E R  S E R G E A N T

Portfolio Manager

CPP Investments

John Soukas is a portfolio manager and a senior member of the Global Macro and Fixed Income Team. He specializes in quantitative interest-rate strategies, with a specific focus on Developed Market (DM) government bond markets.

J O H N  S O U K A S

Senior Managing Director, Fixed Income Portfolio Manager

Wellington Management
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Bernard Van der Stichele is senior portfolio manager with the Healthcare of Ontario Pension Plan (HOOPP), managing the Fund’s ILS investments.

Bernard has been involved in reinsurance and the ILS market since 2005 when he was involved in developing and managing the ILS strategy at the Ontario Teachers’ Pension Plan (OTPP). 

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B E R N A R D  V A N  D E R

Senior Portfolio Manager

Healthcare of Ontario Pension Plan

Casey Talbot is Co-CIO for the O’Connor multi-strategy fund, Head of the Fixed Income and PM for credit and Working Capital/Trade Finance Strategies. Casey joined O’Connor in 2013 and has been a member of the capital allocation team and management team since joining.

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C A S E Y  T A L B O T

Co-CIO and Head of Fixed Income,

UBS O’Connor
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Philippe Trahan is a managing director at OTPP where he has been heading the Insurance-Linked Securities Group since 2007. OTPP has been investing in ILS since 2005 across all Life and Property & Casualty perils and through various asset types, from catastrophe bonds, derivative products, external managers, collateralized reinsurance and public and private equities. 

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P H I L I P P E  T R A H A N

Managing Director

Ontario Teachers' Pension Plan

Mee Warren is the Chief Portfolio Strategist at Kula Investments, LLC, where she focuses on the process flow between portfolio construction, model evaluation, and trade execution. As a process-driven strategist, she is dedicated to ensuring the effectiveness of Kula’s data-driven investment approach through systematic oversight, including event monitoring.

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M E E  W A R R E N

Chief Portfolio Strategist

Kula Investments
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Steve Wisdom is a Senior Partner at CCM and a member of the firm’s Leadership and Executive Committees. He is also the Portfolio Manager of Crabel Gemini and Crabel Contra. Before joining CCM in January 2008, Steve served as Chief Operating Officer at Manchester Trading (Niederhoffer) with responsibility for trader management and development, research direction and oversight, technology and infrastructure, client and broker relations, and trading and position management. Prior to his time at Manchester Trading, Steve developed systematic and automated US equity trading strategies at Deephaven Fund and traded futures, forex, and energy markets for the proprietary trading group at Société Générale.

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S T E V E  W I S D O M

Senior Partner

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