Speakers 2014

NID 2014 Honouree
Jim Leech, Retired President and CEO, Ontario Teachers' Pension Plan; Chancellor-designate, Queen's University

Jim Leech
Jim Leech recently retired as President and CEO of the Ontario Teachers' Pension Plan, one of the largest pension funds in the world. He is Chancellor-designate of Queen's University and will assume official duties in July 2014. Mr. Leech is on the government of Ontario's Economic Advisory Panel and was Special Advisor to the Ontario Minister of Finance concerning electricity sector pension sustainability. He chairs the Toronto General and Western Hospital Foundation, is a board member of the MasterCard Foundation, was a founding director of Right To Play International and serves as Honorary Colonel of 32 Signal Regiment, Canadian Armed Forces. He recently co-authored The Third Rail, Confronting our Pension Failures, a best-selling book that was recently a finalist for the Donner Award for contribution to Canadian public policy and was recipient of the 2013-2014 Best Business Book Award.
In 2010, Mr. Leech was awarded the Queen's Diamond Jubilee medal in recognition of his work with the True Patriot Love Foundation. Recently, he was a member of Canada’s largest expedition to ski to the magnetic north pole to raise awareness and funds for Canadian military veterans suffering from post-traumatic stress disorder.
Mr. Leech holds a B.Sc. (Hons. Math and Physics) from the Royal Military College of Canada and an MBA from Queen's University. He is also a graduate of the Institute of Corporate Directors.

Feature Speakers

Helima Croft, Head of Commodities Research, Barclays
Dr. Aubrey de Grey, Chief Science Officer of SENS Research Foundation
Richard Duncan, Guest Author

Dr. David K. Foot, Professor, Department of Economics, University of Toronto

 

Helima Croft
Helima Croft is a Managing Director and Head of North American Commodities Research at Barclays, based in New York. In addition to her leadership role on the global team, she is also responsible for the firm’s research covering the economics and politics of the key commodity producing countries of Africa, the Middle East and Latin America. Prior to joining Barclays in 2008, Ms. Croft was with the Business Intelligence Group at Lehman Brothers, which advised the firm’s Executive Committee on international political and economic issues. Prior to joining Lehman Brothers, Ms. Croft was the intelligence fellow at the Council on Foreign Relations and spent four years as a Senior Economic Analyst in the Asia Pacific, Latin America and Africa office of the Central Intelligence Agency. She focused on energy security, economic reform, and corruption in West Africa and received five exceptional performance awards for achievements. Ms. Croft received a PhD from Princeton University, where she also was a lecturer.

Dr. Aubrey de Grey
Dr. Aubrey de Grey is a biomedical gerontologist based in Cambridge, UK and Mountain View, California, USA, and is the Chief Science Officer of SENS Research Foundation, a California-based 501(c)(3) charity dedicated to combating the aging process. He is also Editor-in-Chief of Rejuvenation Research, the world’s highest-impact peer-reviewed journal focused on intervention in aging.
He received his BA and Ph.D. from the University of Cambridge in 1985 and 2000 respectively. His original field was computer science, and he did research in the private sector for six years in the area of software verification before switching to biogerontology in the mid-1990s. His research interests encompass the characterisation of all the accumulating and eventually pathogenic molecular and cellular side-effects of metabolism (“damage”) that constitute mammalian aging and the design of interventions to repair and/or obviate that damage. He has developed a possibly comprehensive plan for such repair, termed Strategies for Engineered Negligible Senescence (SENS), which breaks aging down into seven major classes of damage and identifies detailed approaches to addressing each one.
Dr. de Grey is a Fellow of both the Gerontological Society of America and the American Aging Association, and sits on the editorial and scientific advisory boards of numerous journals and organisations.

Richard Duncan
Richard Duncan is the author of three books on the global economic crisis. The Dollar Crisis: Causes, Consequences, Cures (2003) explained why a worldwide economic calamity was inevitable given the flaws in the post-Bretton Woods international monetary system. It was an international bestseller. The Corruption of Capitalism (2009) described the long series of US policy mistakes responsible for the crisis. It also outlined the policies necessary to permanently resolve it. His latest book focuses specifically on the role that credit creation has played in this disaster. Its title is The New Depression: The Breakdown Of The Paper Money Economy.
Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World Bank in Washington D.C., and headed equity research departments for James Capel Securities and Salomon Brothers in Bangkok. He also worked as a consultant for the IMF in Thailand during the Asia Crisis. He is now a consultant and speaker on issues related to the global economic crisis.
Richard has appeared frequently on CNBC, CNN, BBC and Bloomberg Television, as well as on BBC World Service Radio.
Richard studied literature and economics at Vanderbilt University (1983) and international finance at Babson College (1986); and, between the two, spent a year travelling around the world as a backpacker.

Dr. David K. Foot
David K. Foot, Professor, Department of Economics at the University of Toronto, is co-author of the best-selling books Boom Bust & Echo: How to Profit from the Coming Demographic Shift and Boom Bust & Echo: Profiting from the Demographic Shift in the 21st Century. His research interests lie in the interrelationships between economics and demographics and their implications for private and public policies, both domestically and internationally. Following his undergraduate degree in Australia and his doctorate in economics from Harvard University, Dr. Foot's research involved analysis and projections of the Canadian economy. Subsequently, he focused on Canada's declining population growth and associated population aging as one of the fundamental and often neglected determinants of the challenges to economic performance and policy. His research has resulted in contributions to a variety of specific fields, such as marketing, human resource planning, corporate organization, saving and investing, housing, health, education, recreation and leisure, unemployment, migration, government expenditures, and intergovernmental relations. Prof. Foot is a two-time recipient of the University of Toronto undergraduate teaching award and a recipient of one of the nationwide 3M Awards for Teaching Excellence.

Industry Experts

Erin Bigley, Senior Portfolio Manager-Fixed Income, AllianceBernstein

Charles H. Brandes, Chairman, Brandes Investment Partners, L.P.
Alan Brown, Senior Adviser, Schroders
Andrew Brown, Japanese Equities Product Specialist, Baillie Gifford
James D. Colliver, Senior Vice President, Portfolio Manager, Integra Capital

Bob Doll, Chief Equity Strategist and Senior Portfolio Manager, Nuveen Asset Management

Shawn Driscoll, Vice President, T. Rowe Price Group, Inc.
Don Ezra, Author, Former Co-chairman, Global Consulting, Russell Investments
Kate Giordano, Head of Property Multi-Manager - Americas, Aberdeen Asset Management
Bruce Grantier, Former Managing Director, Pension Assets, Scotia Investment Management Ltd.

Hugh Innes, Chair, Rekai Charitable Foundation
Alex Johnson, Head of Absolute Return Fixed Income, FFTW (a BNP Paribas Investment Partner)

Tristram Lett, CIO, Integra Capital Management
Jeffrey Scott, Chief Investment Officer, Wurts & Associates
Gregory J. Smith, President and Chief Executive Officer, InstarAGF Asset Management Inc.
Benjamin Tal, Managing Director & Deputy Chief Economist, CIBC World Markets
Peter Zabierek, Chief Executive Officer, Presima

Erin Bigley
Erin Bigley is a Senior Portfolio Manager for the Fixed Income team at AllianceBernstein and is a member of the firm’s Responsible Investment Committee. She joined AllianceBernstein in 1997 and previously served as a portfolio manager and trader for the Global and Canadian bond strategies. Bigley also spent two years based in London as the global head of Fixed Income business development for institutional clients. She is the co-author of “LDI: Reducing Downside Risk with Global Bonds,” published in The Journal of Investing. Bigley holds a BS in civil engineering from Villanova University and an MBA from the Massachusetts Institute of Technology’s Sloan School of Management. She is a CFA charterholder.

Charles H. Brandes
Charles Brandes is Chairman of the firm’s five-member Executive Committee, where he shares responsibility for driving strategic decisions and monitoring implementation of the firm’s vision and objectives at Brandes Investment Partners, L.P. He is also a member of the Investment Oversight Committee, which monitors the processes and activities of the firm’s investment committees. Before founding Brandes in 1974, Mr. Brandes became an acquaintance of Benjamin Graham, widely considered the father of the value-investing approach. He has also authored a book on value investing. Charles is a board member of several organizations involved in scientific, eleemosynary and cultural work. He earned his BA in economics from Bucknell University and has 44 years of investment experience.

Alan Brown
Alan Brown is Schroders Senior Adviser. A key part of his role is to support clients, especially those with sophisticated investment strategies.
Alan joined Schroders in 2005 as the Group’s Chief Investment officer and a Director of Schroders plc. He was also a member of the Group Management Committee and Chairman of the Corporate Responsibility Committee. In May 2012 Alan retired from the Board.
Prior to joining Schroders Alan was at State Street Global Advisors from 1995, initially as Managing Director of the London office, and later as Group Chief Investment Officer, Vice Chairman of SSgA, and Executive Vice President of State Street Corporation. At the time of leaving, SSgA was managing over $1.5 trillion of assets. Alan’s main focus while at SSgA was developing its active management businesses to compliment its already leading position in passive management.
Alan spent 10 years with two Shearson Lehman subsidiaries. He joined Posthorn Global Asset Management in 1984 as Head of Fixed Income. In 1989 he helped establish a new joint venture with Nippon Life as Chief Investment Offi cer of PanAgora Asset Management.
Alan’s investment career started in 1974 upon joining Morgan Grenfell as an equity analyst before moving to New York in 1977 to go through the JP Morgan Commercial Bank Management Program. He returned to London becoming an International Fixed Income Fund Manager, eventually moving up to Director of Investments responsible for all Fixed Income.
Alan brings 38 years of investment experience and graduated with a BA and MA in Natural Science (Physics) from Cambridge University.
Current: As well as being a Schroders Senior Adviser Alan has several Chairing and Director roles; Director of the CERGE-EI US Foundation (Centre for Economic Research and Graduate Education – Economics Institute based in Prague); Director of the Investment Management Association (IMA); Director of Pool Re (a mutual insurance company, owned by the insurance industry and with an unlimited UK government guarantee. Pool Re is the vehicle which allows UK insurers to provide cover for acts of terrorism); Chairman and Trustee of the Carbon Disclosure Project; Governor of the Wellcome Trust.
Recent: Chairman of the MSCI Editorial Advisory Board; IMA Alternate Member of the Takeover Panel; Chairman of the CFA Advisory Council for Market Integrity.

Andrew Brown
Andrew is a member of the clients department at Baillie Gifford where he specializes in Japanese equities. He is responsible for servicing institutional clients from around the world that have an allocation to Japan only mandates. He attends regular investment trips to Japan and conducts stock research as part of his specialist role. Prior to joining Baillie Gifford, where he has worked since 2007, Andrew held roles at Ernst & Young and Scottish Widows Investment Partnership. Andrew is also a very keen middle distance runner and has represented Scotland on many occasions in the 800m. He also took a year out from work in 2004 to train full time with the Canadian national team in Victoria BC.

James D. Colliver
Jamie is responsible for institutional marketing and business development for Integra Capital as the fixed income specialist. Prior to joining Integra, Jamie was a founding partner, President and Head of Sales and Distribution for a Canadian mutual fund company. Prior to this he was Managing Director and Global Head of Fixed Income Sales and Marketing for Scotia Capital Markets in Toronto. He is a member of the Investment Policy Committee at Integra. Jamie is a graduate of the University of Western Ontario and has numerous industry designations. Throughout his 39 year career, Jamie has presented at conferences, been quoted widely in the financial press and appeared many times on the Business News Network.

Bob Doll
Bob Doll is Chief Equity Strategist and Senior Portfolio Manager at Nuveen Asset Management. Bob manages the Large Cap Equity Series and is Co-Manager of the Stable Growth strategy.
Prior to joining Nuveen Asset Management in 2012, Bob held similar roles at other large asset management firms, including serving as Chief Equity Strategist at Blackrock, President and Chief Investment Officer of Merrill Lynch Investment Managers (MLIM) and Chief Investment Officer of Oppenheimer Funds, Inc. He has 33 years of portfolio management experience, received a B.S. in Accounting and a B.A. in Economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and a Chartered Financial Analyst. Bob appears regularly on CNBC, Bloomberg TV and Fox Business News discussing the economy and markets.

Shawn Driscoll
Shawn Driscoll is an investment analyst in the U.S. Equity Division of T. Rowe Price and the lead portfolio manager of the Natural Resources Equity Strategy following coal, exploration and production, and mining equipment companies. Mr. Driscoll is a vice president of T. Rowe Price Group, Inc.
Mr. Driscoll has 10 years of investment experience, seven of which have been with T. Rowe Price. Prior to joining the firm in 2006, he was employed by MTB Investment Advisors as an Equity Research Analyst. He also worked for MPower Communications as an information technology project manager.
Mr. Driscoll earned a B.A. in economics and mathematics from the University of Rochester and an M.B.A. in finance and global business from New York University, Leonard N. Stern School of Business.

Don Ezra
Don Ezra is a widely published author. In addition to numerous articles and papers, his books include Pension Fund Excellence and The Retirement Plan Solution: the Reinvention of Defined Contribution. Among many awards, he received the Lillywhite Award from the US Employee Benefit Research Institute in 2004 for “extraordinary lifetime contributions to Americans’ economic security”.
He “graduated” from full-time work three years ago. In his post-graduate career, Don is now a member of the investment committee of two American charitable foundations, and continues to act as global director emeritus, investment strategy, for Russell Investments.

Kate Giordano
Kate Giordano is Head of Property Multi-Manager - Americas based in Aberdeen's Philadelphia office. Kate joined Aberdeen in 2010 to establish the firm's property multi-manager business in the Americas. She leads all facets of the investment process in the Americas, including efforts to research and launch new products, manage and determine investment strategy for client portfolios, and screen and monitor new investment opportunities for global and regional multi-manager mandates. Kate has eight years of real estate investment experience during which she has been involved in both direct and multi-manager transactions (primary, secondary, and club deals) with a total equity value of over US$ 500m. Prior to joining Aberdeen, Kate was an Investment Manager for ING Real Estate Select, where she was responsible for the Americas allocation of global property multi-manager mandates. Prior to ING Select, Kate was Vice President at ING Clarion Partners where she managed joint venture partnerships and conducted market research on all major property sectors in the US. Kate graduated with a BA from Northwestern University and an MBA from the University of Connecticut.

Bruce Grantier
Bruce J. Grantier retired in 2008 after 16 years at Scotiabank, where he was, for the past nine, Managing Director, Pension Assets. Previously he was Chief Strategist and Head of Fixed-Income for Scotia Investment Management Ltd. He earned his BASc (Industrial Engineering) at the University of Toronto and MBA at York University. He is a CFA and CAIA charter holder and is a member of the Canadian Institute of Corporate Directors.
Memberships include: Brandes Institute Advisory Board, Toronto CFA Society (Portfolio Management Committee), Benefits and Pension Monitor Advisory Board, Niagara Institutional Dialogue Advisory Board, Cathoic Cemeteries-Archdiocese of Toronto Board of Directors, Granite Club Pension Committee, IPSol Capital Inc. Board (Lead Director), and Investment Advisory Committee of the Archdiocese of Toronto.
He has written articles and reviews for industry publications including the Journal of Investment Management, the Financial Analysts Journal, the Canadian Investment Review, and Benefits and Pension Monitor and publishes investment literature research reviews online through InvestorLit.

Hugh Innes
Hugh has worked in the fields of investment consulting and investment management for over thirty-five years, since graduating from the University of Trinity College in 1976. He has worked with a broad range of clients, including corporate pension funds, unions, foundations, endowments, family offices and high-net-worth individuals.
He began his career in investment consulting working with some of Canada’s leading pension plan sponsors. This involved assessing the investment performance of the industry and individual corporate, multi-employer, union and government plans.
In 1983, he joined an investment management firm that was a pioneer in Canada in the use of option strategies in institutional portfolio management as a risk reduction strategy. During this time he worked with some of Canada’s largest corporations and unions.
Since that time he has worked with both investment management firms and investment consulting firms providing advice to clients on performance evaluation, investment policy development and asset allocation. When providing independent consulting advice he also assisted clients in the selection of appropriate investment managers.
In 2002, he joined a partnership with a focus on marketing alternative investment products to money managers, institutional and high-net-worth clientele.
He is a past member of the Board of Trustees of the Upper Canada College Foundation and the University of Trinity College and chaired both of their respective Investment Committees. Presently he sits on the Board of the Rekai Centres in Toronto and chairs the Rekai Charitable Foundation.

Alex Johnson
Alex is the Head of Absolute Return Fixed Income for FFTW and is responsible for performance, growth and development of absolute return products firm wide. Prior to his current role, Alex was Co-Head of Global Products and before that, Head of Portfolio Management at FFTW. He is based in New York.
Prior to his joining FFTW, Alex was a Senior Portfolio Manager at Fortis Investment Management. Before joining Fortis Investment Management in 2008, Alex was on the Global Fixed Income team at BlackRock. Prior to this, Alex spent four years at FFTW where he was the Market Specialist responsible for short-end interest rate strategies across the major currency blocs. Alex came to FFTW from Paribas Asset Management, where he worked as a Portfolio Manager for UK and European funds. Alex has 17 years of global fixed income portfolio management experience.
Alex has an MA in Law from Balliol College, University of Oxford and an LLM in Law from the University of Virginia. He holds ISMA and London Business School Investment Management Program diplomas.

Tristram Lett
Tristram Lett is CIO of and a partner at Integra Capital Management. He chairs its investment policy committee and also has the specific responsibility of managing the firm’s Alpha Beta strategies.
Mr. Lett is the former Chair of the Board of Governors of the Toronto Futures Exchange. Recently he was Deputy Chair of the Alternative Investment Management Association of Canada (AIMA), the hedge fund industry association, and a member of a number of its committees. Currently he is a member of the Board of Directors of the Fields Institute for Research into the Mathematical Sciences, a member of the editorial advisory board of the Canadian Investment Review, a member of the Professional Risk Managers Industry Association (PRMIA) and the International Association of Financial Engineers (IAFE).
He has been frequently published on investment matters in industry journals and is a regular speaker at national and international conferences. He currently writes a blog on hedge fund issues for the Canadian Investment Review Online. He holds a M.Sc. (Econ.) from the London School of Economics. He is registered as Investment Counsel and Commodity Trading Manager with the OSC.

Jeffrey Scott
Jeffrey Scott, Chief Investment Officer, is head of the firm’s discretionary asset management division. Prior to Wurts, Jeff held the position of Chief Investment Officer for the Alaska Permanent Fund’s $40 billion investment portfolio. During his tenure he led the Fund in adopting a risk-factor approach to asset allocation, along with the development of risk-based investment policy. Alaska was awarded the aiCIO Industry Innovation Award for 2010 and Institutional Investor Magazine awarded Mr. Scott the 2011 Outstanding Industry Contribution Award for the Hedge Fund Industry.
As Assistant Treasurer at Microsoft Corporation he managed the capital market activities and a group of thirty professionals. Jeff’s management responsibilities included $80 billion global investment portfolio, $10 billion foreign exchange hedging program, and $60 billion capital distribution plan. His team developed an extensive array of asset allocation and risk management models to set the strategic and tactical investment and hedging strategies, producing $7 billion in value-add.
Jeff holds a MBA from Central Michigan University and a B.A. in Finance from the University of Idaho. He was a member of the Long-Term Investor Council of the World Economic Forum and a 2011-2012 Visiting Scholar for Stanford University’s Collaboratory for Research on Global Projects.

Gregory J. Smith
As President and Chief Executive Officer of Instar Group Limited, Gregory J. Smith brings more than 20 years of unparalleled experience in the investment, operation, acquisition, and financing of public and private infrastructure, real estate, power, and utility businesses.
Prior to founding the Instar, Gregory was Managing Partner of Brookfield Financial’s Global Infrastructure Advisory Group. Gregory was also the President of Macquarie Capital Funds Canada Ltd. where he was responsible for the establishment, growth and operations of Macquarie's unlisted and listed funds business in Canada along with the active management of Macquarie's Canadian assets owned by off-shore funds. During this time, he also served as President and Chief Executive Officer of Macquarie Power & Infrastructure Income Fund, and as a Director and Chief Executive Officer of Macquarie Essential Assets Partnership, a private fund. Prior to Macquarie, Gregory was Managing Director and Co-Head of RBC Capital Partners - Mezzanine Fund and a Managing Director at Deloitte & Touche Corporate Finance. Gregory is currently the Chair and past President of Canada's Venture Capital & Private Equity Association. Gregory currently sits on the advisory boards of Lighthouse Equity Partners, a private equity provider, and Avrio Capital, a food and agriculture sector focused private equity fund.

Benjamin Tal
Benjamin Tal is a Managing Director and Deputy Chief Economist with CIBC World Markets Inc. He is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk.
Well known for his ground-breaking published research on topics such as labour market dynamics; real estate; credit markets; international trade; and business economic conditions, Benjamin not only contributes to the conversation, but frequently sets the agenda.
He has close to 20 years experience in the private sector advising clients; industry leaders; corporate boards; trade associations; and governments on economic and financial issues.
National and global media regularly seek him out for his insight and analysis on economic issues that impact financial markets, consumers, corporations and public policy. He is also a frequent lecturer in the economic programs of various Canadian universities.
Benjamin is a member of the Economic Committee of The Canadian Chamber of Commerce, The Economic Development Committee of the Toronto Board of Trade and is a board member of the Toronto Association for Business and Economics (TABE).

Peter Zabierek
Mr. Zabierek joined Presima in 2013; he oversees the strategic development, corporate management and promotion of the Manager’s global activities.
Peter has over 23 years’ professional experience, including the last 15 years working exclusively in the global REIT space. Prior to joining Presima, Peter was Managing Director and Co-Head of Global Real Estate Securities at Urdang Capital Management. In that role, he served as Senior Portfolio Manager for $4.5b of global real estate securities and served on the firm's management committee. During his ten-year tenure there, the business grew from $250m to $7.0b. He has also held real estate investment roles at Morgan Stanley and Salomon Smith Barney in New York.
Peter holds a Master's degrees in both business administration and civil engineering from the University of California at Berkeley. He is also a registered professional engineer and CFA Charterholder.

Plan Sponsor Speakers

Robert Cultraro, Chief Investment and Pension Officer, Hydro One
Janet Greenwood, Senior Vice President, Investment Solutions, Aurion Capital
Emilian Groch, Chief Executive Officer, Alberta Teachers' Retirement Fund Board (ATRF)

Jim Keohane, President & CEO, Healthcare of Ontario Pension Plan (HOOPP)

Claude Lamoureux, Former President & CEO, Ontario Teachers’ Pension Plan

William W. Moriarty, President and CEO, University of Toronto Asset Management (UTAM)
Don Raymond, Ph.D., Managing Partner & CIO, Alignvest Management Corporation
Terri Troy, CEO, HRM Pension Plan

Robert Cultraro
Robert is the Chief Investment and Pension Officer at Hydro One. Robert's expertise is in managing a team of investment professionals and managers, pension plan governance, asset mix management, the selection and monitoring of investments, and risk management.
Robert has over twenty years of extensive experience in the investment industry, which includes investment research and analysis, investment advising and managing investment portfolios.
Robert holds many industry credentials including the Chartered Financial Analyst, Chartered Alternative Investment Analyst and the Certified Investment Manager designations.
Robert is professionally affiliated with the CFA Institute, the Toronto CFA Society, the Chartered Alternative Investment Analyst Association, and is a Fellow of the Canadian Securities Institute.
Robert is a member of the Investment Advisory Committee for the Office of the Public Guardian and Trustee, member of the Toronto CFA Society Portfolio Management Committee and Chair of the Pension Investment Association of Canada Investment Practices Committee.

Janet Greenwood
Janet Greenwood manages the Investment Solutions team at Aurion Capital where she oversees the investment management structures and outsourced investment solutions for institutional pension funds and has delivered institutional investment solutions for over 20 years. This includes investment program design and structuring and implementation, asset mix and oversight of manager research, selection, performance measurement & analytics for the firm, client reporting and compliance. A founding Aurion Capital partner, Janet is a member of the Aurion Asset Mix Committee, the Aurion Executive Committee and Advisory Forum.
Prior to Aurion Capital, Janet worked with a major Canadian pension fund for 10 years holding managerial and analytic positions within finance and pensions including Director, Investment Research.
Janet is a graduate of the University of Western Ontario and Wilfrid Laurier University. She is past co-Chair of AIMA Canada Institutional Committee, is a member of Women in Capital Markets and held roles on the Investment Advisory Board for The Salvation Army pension, the Girl Guides of Canada Investment Committee and also been a member and chair of various PIAC (Pension Investment Association of Canada) committees.

Emilian Groch
Mr. Groch is Chief Executive Officer of the Alberta Teachers’ Retirement Fund Board (ATRF), which provides retirement benefits, information services and asset management for 75,000 Alberta teachers and pensioners. Plan assets under management are $10 billion. Previously, Mr. Groch was the Alberta Superintendent of Pensions. Mr. Groch is a director of the Pension Investment Association of Canada, Chair of the Board of Trustees of the Calgary Firefighters Supplementary Pension Plan and a member of the National Policy Committee of the Association of Canadian Pension Management. He was a founding director of the Canadian Coalition for Good Governance (2003 to 2011). He is a graduate of the University of Alberta with a B.Sc. honours degree (applied mathematics in statistics) and is a certified director of the Institute of Corporate Directors. Mr. Groch is a frequent speaker on pension industry and governance matters.

Jim Keohane
Jim Keohane joined HOOPP in 1999, bringing more than 25 years of institutional investing experience with several national firms. As President and CEO, Jim is responsible for the overall leadership and management of the organization, as well as for developing, implementing and overseeing—in consultation with HOOPP’s Board of Trustees—performance measurement programs, long-term strategies and annual work plans to ensure the organization meets the needs of Plan beneficiaries. After completing his Bachelor of Science degree at the University of Ottawa, he obtained his MBA at Queen's University. He is a Chartered Financial Analyst and has completed the Directors Education Program (Rotman School of Business) at the Institute of Corporate Directors. Jim is a board member of the Canadian Coalition for Good Governance; he is the Vice-Chairman of the Queen’s University Investment Committee, and he is a volunteer with United Way Toronto.

Claude Lamoureux
Claude Lamoureux, An actuary by training, 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. Prior to 1990, Claude spent 25 years as a senior financial executive with Metropolitan Life in Canada and the US, heading the Company’s operations in Canada from 1986 to 1990. He co-founded the Cdn. Coalition for Good Governance in 2002. Claude has served on many Boards and currently is on the boards of Atrium Innovations , Industrial-Alliance , Maple Leaf Foods, Orbite Aluminae, Cordiant Capital, the Foundation for the Advancement of Investor Rights , St-Michael Hospital. Claude holds a BA from the U of Montreal,a B.Comm. from Laval University, and honorary doctorates from Glendon College and HEC-Montreal. He is a Fellow of the Canadian Institute of Actuaries, the Society of Actuaries and the Institute of Corporate Directors. He is an Officer of the Order of Canada , Officer of the National Order of Quebec and a member of the Order of Ontario.

William W. Moriarty
William W. Moriarty, CFA is President and Chief Executive Officer of the University of Toronto Asset Management Corporation. Prior to joining UTAM during 2008, Mr. Moriarty was a Vice Chairman of RBC Capital Markets. Over his career at RBC, which began in 1983, Mr. Moriarty served as: Director of Equity Research and Chair of the Investment Strategy Committee; Head of the Global Research Division; Head of the Global Equity Division; Co-Head of the Capital Markets Services Division; and, Head of the Alternative Investments Division. He was also a member of the RBC Capital Markets Operating and Executive Committees, the Bank’s Pension Investment Committee, and a Director of RBC Asset Management Inc and RBC Capital Partners Limited. In addition, he has served on several community, industry and public Boards and was a founding Director of IIROC and Chair of Market Regulation Services Inc. – the SRO which regulated securities trading and market related activities of participants on Canadian Stock Exchanges and alternative trading systems. He currently serves as Chair of the Invesco Canada Funds Advisory Board and Chair of Invesco Canada’s Independent Review Committee. In addition, he is a member of the Ontario Ministry of Finance’s Pooled Asset Management Implementation Working Group. Mr. Moriarty holds a BA from the University of Toronto and an MA from the University of Chicago.

Don Raymond, Ph.D.
Don Raymond is Managing Partner and Chief Investment Officer at Alignvest. In addition to working on Alignvest’s hedge fund and private capital investment platforms, Mr. Raymond leads the development of new capabilities, bringing institutional quality portfolio design and management to small and medium-sized institutions and ultra-high net worth family offices.
Prior to joining Alignvest, Don was the Chief Investment Strategist for the $200 billion CPP Investment Board (CPPIB) where he devoted 12½ years of his career to helping build the CPPIB into a leading global investment organization. Mr. Raymond was the first employee in the CPPIB’s Public Market Investments department, where he oversaw the growth of the public markets portfolio from $11 billion in passively managed funds to $100 billion in funds actively managed by more than 130 employees across five distinct active investment strategies. In his most recent role as Chief Investment Strategist, Mr. Raymond chaired CPPIB’s Investment Planning Committee, responsible for overseeing the portfolio design and management of one of the fastest-growing pools of capital in the world. He was also the principal architect of CPPIB’s innovative Total Portfolio Approach, and was instrumental in the development of the United Nations’ Principles of Responsible Investing (UNPRI), as well as their adoption by CPPIB in 2005.
Prior to joining the CPPIB in 2001, Don worked for Goldman Sachs, first in Toronto as a top ranked fixed-income strategist before moving into a global equity and fixed-income portfolio management role in New York. He began his investment career in the fixed-income derivatives department of Burns Fry, a predecessor of BMO Capital Markets.
Prior to developing an interest in finance, Don worked for Schlumberger in China and trained as a pilot in the Canadian military. He holds a PhD in engineering from Queen’s University and a CFA charter. He is Vice-chair of the Board of Trustees of Queen’s University and Chair of its Investment Committee. Don is also an Adjunct Professor of Finance and past Chair of the International Centre for Pension Management, both at the University of Toronto’s Rotman School of Management.

Terri Troy
Terri Troy is CEO of the HRM Pension Plan, a multi-employer pension plan. Terri is responsible for all aspects of the plan and including governance, risk management, customer service, pension administration, and investments. Prior to this, Terri oversaw the pension investments for Royal Bank of Canada’s global pension plans.
Terri is an active participant in the Canadian pension industry and is frequently asked to speak and write on various investment topics. She was recognized by peers with the Leading Pension Plan Sponsor in 2011 and has been recognized in other years as one of the Top 25 Most Influential Plan Sponsors. She is an active member of the Pension Investment Association of Canada having chaired PIAC’s Government Relations Committee from 2010-2011, chaired PIAC’s Investment Practices Committee from 2005-2009, served on PIAC’s Board of Directors from 2004-2009, and chaired the PIAC Board in 2007. She is a member of the Advisory Committee for the Canadian Investment Review, is a member on Advisory Committees for various portfolio investments and is a Director of a UK Energy Company and a Canadian financial services company.