Panelists
Keynote Speakers
Aaron Bennett is UPP's Chief of Investment Officer and leads all aspects of UPP's global investment strategy and operations. He brings over 16 years of investment experience, with expertise in strategic asset allocation and responsible investing. Across his roles as Jarislowsky Fraser Global Investment Management, Ontario Teachers' Pension Plan, and mid-sized Canadian investment banks, he has supported systemic and robust investment analysis, policy formulation and strategic implementation across portfolios and asset classes.
A A R O N B E N N E T T
Chief Investment Officer
University Pension Plan
91 Men's Doubles titles including 8 Grand Slams, 28 Masters Series events end championships, Olympic Gold Medal in Sydney over 100 weeks, Ranked #1 in Doubles, 1st player to win all the Grand Slams and all Masters, 1st player to win 1000 matches in Doubles, career high #58 in Singles, defeated 5 #1 Ranked players in Singles, over 25 years of representing Canada in Davis Cup, has most wins in Canadian Davis Cup history, and 4 Mixed Doubles Grand Slam titles.
D A N I E L N E S T O R
Canadian Former Professional Tennis Player
Olympic Gold Medalist
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.
B R I T T A N Y B U H A Y
Principal - Total Portfolio Management
OMERS
Scott Conners is a Managing Director, President and Investment Committee Member with FlowStone Partners, Scott is responsible for product development , fundraising, transaction origination, due diligence, structuring, and closing. Since 1993, he has sourced or been directly involved with the investment of nearly $7 billion. Prior to joining FlowStone Partners, Scott spent 22 years at Landmark Partners, one of the oldest and one of the leading private equity and real estate secondary purchasers. He joined Landmark in 1993 in the very early days of the private equity secondary market's development. Scott participated in the market's growth from less than $500 million per year in transaction volume to over $40 billion a year.
S C O T T C O N N E R S
Managing Director + President
FlowStone Partners
Carlos A. Ferreira is the founder and Managing Director of Capital Governance Partners LLC, an investment management advisory firm providing governance solutions for institutional investors and investment managers, focusing on independent non-executive directorships globally. Previously, Carlos was a Managing Director at PAAMCO Prisma with global responsibility for Investment Operations and chair of the firm's Audit Committee.
C A R L O S A . F E R R E I R A
Founder and Managing Director
Capital Governance Partners LLC
Andy Greene brings over 25 years of investment experience in both the U.S. and Canada. Andy is the Managing Director, Investments for the Toronto Transit Commission (TTC) Pension Plan, a $8+bln defined benefit plan and responsible for overseeing the TTCPP's investment portfolio. Prior to this Andy defined benefit plan and responsible for overseeing the TTCPP's investment portfolio. Prior to this Andy spent eight years at OPTrust, as Director, Public Market Investments overseeing $9bn in assets across equities, fixed income and hedge funds. Prior to OPTrust, Andy worked at Northern Trust, the University of Wisconsin Foundation, Willis Towers Watson and Morgan Stanley.
A N D Y G R E E N E
Managing Director, Investments
Toronto Transit Commission (TTC) Pension Plan
Grant Jaffarian the Portfolio Manager of Crabel Advanced Trend and a member of the firm's Executive Committee. Grant joined CCM in 2014 as part of its acquisition of AlphaTerra where he was the Founder and Chief Investment Officer at Efficient Capital Management. He began his career at Belgium-based Analytic Investment Management, a high turnover futures manager acquired by Robeco Bank. From there, he went on to found Petra Intraday, a short-term systematic investment manager, before joining Efficient.
G R A N T J A F F A R I A N
Portfolio Manager
Crabel
Jamy is a Portfolio Manager in CPP Investments Total Fund Management Department. In her role, she leads the team responsible for integrating climate change into Strategic Allocation and is a member of the Fund’s Sustainable Investing Committee. She has over a decade of experience in energy markets and sustainability and has held previous roles in capital markets, trading in energy commodities, and fundamental equity strategies.
J A M Y K A L L I K A D E N
Portfolio Manager
CPP Investments
Robert spent the majority of his 18-year Wall Street career trading and in institutional sales of taxable fixed-income securities, derivatives, and structured products. After working as a financial analyst with Morgan Guaranty Trust Company of New York (J.P. Morgan), he was a trader (as principal market maker and/or agent) with CS First Boston (Credit Suisse), Continental Bank (Bank of America), Bear Stearns and Morgan Stanley. He was also an independent trader and seat owner ath the Chicago Board of Trade while serving on numerous committees of the exchange. His combination of prior industry and expert experience provides a unique breadth to his practice.
R O B E R T M A C L A V E R T Y
Managing Director
SEDA Experts (SEDA)
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 over the plan's portfolio of C$6B externally managed public-markets investments.
Prior to joining OPTrust in early 2018, Brandon was a Director at BMO Capital Partners, a proprietary private debt and equity fund at Bank of Montreal. She also spent a decade at Ontario Teachers' Pension Plan. There, she served as a Portfolio Manager in the Alternative Investments Division managing a portfolio of global hedge funds and esoteric investment funds, and as an Assistant Portfolio Manager in the Public Equities Division covering direct Emerging Markets equities.
B R A N D O N G I L L N E W
Director + Head of Multi-Strategy Investing and Digital Assets
OPTrust
Dr. 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. Anne-Sophie manages AMO USA's quantitative investment team. Prior to joining AMO, Ms. van Royen worked at la Caisse de Depot et Placement du Quebec in Montreal, first as Head of Global Tactical Asset Allocation then as Head of Quantitative Equity. Prior to CDPQ Ms. van Royen served for 4 years as an Advisor in the Managing Director's Office at the Abu Dhabi Investment Authority, covering all matters pertaining to Tactical Asset Allocation.
D R . A N N E - S O P H I E
V A N R O Y E N
Chief Investment Officer, Quantitative Strategies
Asset Management One International Ltd.
Shael Soberano, CFA, is the Chief Investment Officer of Sharno Group, a privately owned independent principal investment group and family office focused on identifying strategic, value-add investment opportunities across a wide range of traditional and alternative asset classes and strategies. Shael brings the most current analytical tools and rigorous discipline to the financial analyses he utilizes in capital allocation decisions. Shael developed and refined his financial expertise as a securities analyst and principal investor across a wide array of alternative investments.
S H A E L S O B E R A N O
Chief Investment Officer
Sharno Group
A 25-year veteran of the hedge fund industry, Senthil has extensive trading, portfolio construction, ask risk management experience with a diverse of investment strategies, especially those that lend themselves to a systematic (computer-driven) approach from 2010 – 2018, Senthil fulfilled both Chief Risk Officer and Head of Market RIsk roles at Two Sigma Investments, one of only a handful of companies at the leading edge of the systematic style. Prior to that, Senthil was involved with a diverse array of investment strategies at Deephaven Capital Management in Minneapolis, Perry Capital in NYC, and Lincoln Capital in Chicago. Senthil has a PhD in Physics from the University of
Wisconsin-Madison.
D R . S E N T H I L S U N D A R A M
Chief Investment Officer
Kula Investments
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.
J O H N P . M C C O R M I C K
Asset Management Executive
Yale Law School
As Senior Director, Barbara Boucher manages CDPQ's positioning on derivative products and transactional activities in that field. She also sits on the Strategy Committee of Equity 253, a $250-million fund to enhance diversity and inclusion among SMEs and technology companies in Québec and Canada. She is involved in the fund's investment decisions and in developing its strategy.
Barbara has over 20 years of experience in the finance industry. Before joining CDPQ, she was responsible for derivative product operations at National Bank of Canada and its subsidiaries. Previously, she worked as a labour relations lawyer and risk management advisor.
B A R B A R A B O U C H E R
Senior Director
Caisse de dépôt et placement du Québec
Tanya has spent 20+ years as a private equity investor, most recently leading a global investment team and $12bn funds portfolio at Ontario Teachers' Pension Plan. She is a past board member and Chair of the Institutional Limited Partners Association (ILPA), the leading global industry association for education, standards and best practices in private equity. Tanya also has served on the Private Equity Steering Committee of the UN Principles for Responsible Investment and other cross-industry efforts. Tanya leads with a strong orientation to the power of collaboration to effect systematic change through excellence in authentic leadership and strategy execution.
T A N Y A C A R M I C H A E L
Advisor
Constant M. Everson is Managing Director of the economic & investment strategy consulting firm, Capital Markets Outlook Group (CMOG) in Boston, which she founded with a colleague in 1992. The firm has managed to identify every major turning point for major asset classes since its founding. Connie is represented by the CFA Institute Speakers Bureau, and is a past-president of the Boston Economic Club. She serves on the investment committee of Mass PRIM, the pension fund for public employees in Massachusetts, and investment and audit committees of the Weredale Foundation in her native Montreal.
C O N S T A N C E M .
E V E R S O N
Managing Director
Capital Markets Outlook Group, Inc.
Hazlitt Gill is a Senior Research Director for Global Manager Research (GMR), a division of Wells Fargo Investment Institute. The GMR team conducts due diligence and provides research on the third-party money managers used throughout Wells Fargo's brokerage, private banking, family wealth and retirement businesses. In his role, Hazlitt oversees the investment manager research for alternative investments. Prior to joining Wells Fargo, Hazlitt was the Chief Investment Officer for RLJ Select Investments LLC.
H A Z L I T T G I L L
Senior Research Director
Wells Fargo Investment Institute
Jodie M. Gunzberg is Managing Director at CoinDesk Indices. Shel leads index product management and strategy, as well as serves as the company's public facing spokesperson. Prior to joining CDI, Jodie was the Chief Institutional Investment Strategist, Wealth Management at Morgan Stanley. She served as head of the Graystone Investment Office supporting the investment needs of Graystone Consulting, which include the supervision and guidance of the Graystone Discretionary program. Jodie was also responsible for creating institutional model portfolios for ultra high net worth, pensions, endowments and foundations, and managed a robust platform of thought leadership aimed at exclusively at the needs and concerns of institutional clients.
J O D I E M . G U N Z B E R G
Managing Director
CoinDesk
Samuel Kaharabata is Director of Quantitative Research, Climate Solutions, at Sustainalytics Morningstar. He is responsible for developing physical climate risk products that support investor decision making. Samuel has worked extensively on translating climate science for businesses to reduce the risk posed by climate change and to improve their resilience and sustainability. In doing so he has created innovative solutions; the novel analytics of which have led to advances in climate change science.
D R . S A M U E L
K A H A R A B A T A
Director of Quantitative Research
Sustainalytics Morningstar
Confidy Kong is the Creative Lead 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.
C O N F I D Y K O N G
Creative Lead
Bodhi Research Group
Oleg Mogilny is Managing Director of Public Alternatives. He heads IMCO's investments in hedge fund strategies, Insurance Linked Securities, royalties and other strategies with an objective to deliver diversification and absolute returns. Oleg has over 20 years of experience. inresearch and portfolio management of multi-asset portfolios. Prior to joining IMCO in 2019, Oleg led the Quantitative and Research group at Ontario Teachers' Pension Plan (OTPP). In this role he was responsible for systematic absolute return strategies, quantitative investing in equities and investment-focused data science initiatives.
O L E G M O G I L N Y
Managing Director
Public Market Alternatives
Darryl Orom is a Portfolio Manager, Public Equities with Albera Investment Management Corporation (AIMCo). Prior to joining AIMCo in 2021, Darryl served as Head of Absolute Return Investments with Alberta Teachers Retirement Fund (ATRF) after working in senior investment roles with two major Canadian bank-owned investment dealers. Darryl holds a Bachelor of Commerce degree from the University of Alberta, is a Chartered Investment Manager (CIM) and is a Fellow of the Canadian Securities Institute (FCSI).
D A R R Y L O R O M
Portfolio Manager, Public Equities
AIMCO
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
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.
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
Deborah Ann Trott has over 15 years of investment management industry experience. Over her career, she has focused on delivering strategic portfolio solutions. Ms. Trott spent over a decade at Cpp Investments and was most recently part of the Active Program Strategy Team where she gained experience on a broad range of active investment strategies. As a senior member of the team, she led the implementation of portfolio solutions. Previously, Ms. Trott was part of the Asset Allocation and designed risk sharing mechanisms for pension liabilities. Deborah Ann is currently the Founder and Director of Trott Lombardo Consulting and continues to provide innovative solutions to the financial sector.
D E B O R A H A N N T R O T T