CPBI Ontario Signature Series: Pension Investment Forecast

17 janvier 2018 7h30 à 9h30Vantage Venues, 150 King St W, Toronto, ON M5H 1J9, Toronto, Ontario
Champs d’intérêt: Retraite, Investissement, Réseautage Format: Activité en personne

*** Offert en anglais seulement ***

Don't miss our highly popular Investment Forecast session with industry experts!  

The CPBI Ontario invites you to join us on January 17th for what will be an informative and entertaining breakfast seminar at the Vantage Venues (Sun Life Financial Tower). This event had been sold out in the past few years and we encourage you to reserve your place early in order to avoid disappointment.

Speakers

Blair Reid
Institutional Portfolio Manager
BlueBay Asset Management (UK)

Blair joined BlueBay in August 2013 as an Institutional Portfolio Manager in the Asset Allocation Team. Prior to BlueBay, Blair worked for Goldman Sachs Asset Management where he spent six years as a Lead Portfolio Manager in the fixed income team, specialising in emerging market debt and FX. Previously he worked for Barclays Global Investors as well as Aon Hewitt, where he was an Investment Consultant. He holds an MBA from London Business School, A Bachelor of Economics degree from Macquarie University in Sydney and is a Fellow of the Institute of Actuaries.

Davis Wamsley
Managing Director, Investment Management
Greenwich Associates (USA)

Davis Walmsley consults with investment managers in the United States and Canada on a variety of distribution, marketing and product opportunities. Davis is currently working on several engagements focused on evaluating client satisfaction, sales effectiveness and brand awareness and has extensive experience advising investment managers.

Prior to joining the Firm, Davis was a Director in Barclays' Investment Banking FIG practice where he provided M&A and capital markets advice to asset management clients. He conducted a research study and authored a paper focused on how investment firms build and sustain franchise value.

Previously, he helped found the Strategic Advisory Group within Lehman Brothers' Prime Services group, which provided management consulting services to the firm's hedge fund clients. Davis received his BS in Finance and Economics from Lehigh University and his MBA from the Harvard Business School.

Michael Rizzello
Senior Portfolio Manager
Canada Post Pension Plan(CANADA)

Michael is a Senior Portfolio Manager for Canada Post Corporation Pension Plan (“CPCPP”) overseeing approximately $900 million of real estate equity. CPCPP’s portfolio includes direct office, retail, industrial and multi-family properties as well as pooled fund investments. Prior to joining CPCPP in August 2011, Michael worked as Senior Acquisition and Asset Manager for Dorsay Development Corporation, a private residential developer and commercial real estate investor. During his tenure with Dorsay, Michael was responsible for new investment opportunities within the Toronto area as well as internationally. Michael has also held positions with Bentall Kennedy and GE Capital.

Michael is a CFA Charterholder and holds both an MBA and BBA from the Schulich School of Business.

Erik Carleton, CFA
Director of Pension Investments Textron Inc.

Erik is responsible for manager selection within global fixed income and equities. He joined Textron in 2014 after beginning his investment career in consulting; first in manager research covering non-US equities at Fiduciary Investment Advisors, then as a consultant focused on corporate tax-exempt and taxable clients at NEPC. He has been named to Chief Investment Officer magazine’s 40 Under Forty list of rising industry leaders.

Christine Tessier
VP, Investments & Treasury
CAA Club Group

Christine oversees the corporate, pension and insurance assets of the CAA Club Group. She is a member of the Investment Advisory Committee to ‘The One Investment Program’, a program designed for Ontario Municipalities. She is a member of PIAC’s risk committee. She previously spent 8 years at Mercer Investments as part of its global manager research team. Prior to joining CCG, she was part of Invesco’s global product development team.

Frais d'inscription
Type d’adhésionTarif régulierTarif pour promoteur de régime
Membre Régulier75,00 $CDN75,00 $CDN
Membre promoteur de régime75,00 $CDN75,00 $CDN
Associé75,00 $CDN75,00 $CDN
Étudiant75,00 $CDN -
Non-membre140,00 $CDN140,00 $CDN
Tarif membreTarif non-membre
Table de 8800,00 $CDN800,00 $CDN
La politique d’annulation