OPENING SPEAKERSynopsis
| | |  | Jim Allworth
Investment Strategist
RBC Dominion Securities
Jim Allworth has been in the investment business for 51 years, both as a research analyst and portfolio strategist. He has been with RBC Dominion Securities for more than four decades, where he has developed investment policy for the firm and translated that into solutions for individual clients. | As an investment strategist, Jim utilizes RBC’s extensive global economic, political, and sector analysis to develop a strategic view on the expected direction of major financial markets. Jim co-chairs the Global Portfolio Advisory Committee (GPAC) which provides strategic analysis of financial markets and establishes the asset allocation mix for clients worldwide. He regularly contributes to GPAC’s Global Insight monthly publication. Jim is a graduate of Simon Fraser University, with a concentration in economics. | PANELSynopsis | |  | PANEL MODERATORAndrea Schmelcher, CFA
Senior Consultant, DC Consulting
TELUS Health Andrea is a CFA Charterholder, and has a Bachelor of Science Combined Major in Mathematics and Economics from the University of British Columbia. Andrea has been serving institutional investors since 2009, with an emphasis on investments for much of her career. Andrea has worked with a variety of clients | | ranging in size and plan type, with a current focus on capital accumulation plans. Due to her background, she takes a keen interest in the fund lineup that sponsors offer to their members. Andrea assists sponsors in the articulation and documentation of their investment beliefs, and helps align the structure of the fund lineup to match those ideals. In reviewing performance of the plan, Andrea helps clients interpret their plan statistics to make informed decisions, to improve member engagement and retirement outcomes. Andrea also works closely with TELUS Health’s Investment Consulting team, in developing ongoing independent investment oversight of funds. She leads the Target Date Fund research efforts, and sits on a committee assessing research conducted on all asset classes by TELUS Health’s investment analysts. |
| |  | PANELIST
Daren Atkinson, CFA
Principal, Portfolio Manager - Institutional Clients
Leith Wheeler Daren joined Leith Wheeler in December 2001 from the Canadian Imperial Bank of Commerce. He graduated from Simon Fraser University with a Bachelors Degree in Finance. Daren manages portfolios for Indigenous, pension, corporate and health & welfare clients. He is also a member of Leith Wheeler’s Private Asset Committee, | | which makes recommendations on new investment strategies. Daren is a Chartered Financial Analyst (CFA®) charterholder and is a past president of CFA Society Vancouver (2014). | | |  | PANELIST Julianna Spiropoulos, MBA, CFA
Partner
TELUS Health Julianna is a Partner in the Investment Consulting Practice of TELUS Health. She has 30 years of experience in the financial industry, with 13 years of investment and asset-allocation consulting experience and 17 years of investment and corporate treasury experience at companies in the energy sector. Julianna works with private and public pension plans, multi-employer pension plans, insurance funds, endowments and other funds on a wide variety of projects including | monitoring existing managers, leading asset-allocation and sustainability studies, board education, and completing investment manager searches. She has focused on helping clients diagnose and manage their investment risk, sustainability analysis, risk monitoring, de-risking and derivatives overlay strategies, liability driven investment solutions, and delegated investment services. Julianna holds a Bachelor of Science degree in Actuarial Science and a Master of Business Administration degree from the University of Calgary, and the Chartered Financial Analyst (CFA) designation. She is a member of the Board of Directors and Investment Committee for the Calgary Foundation. | | | |
| PANELIST |
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| | When Thursday February 6, 2025
2:30 pm - 2:45 pm PT Registration
2:45 pm - 3:30 pm PT Opening Speaker
3:30 pm - 4:15 pm PT Panel Discussion
4:15 pm - 5:00 pm PT Social
Where The Vancouver Club
915 Hastings Street W
Vancouver BC V6C 1C6 | | Registration Fee EARLY BIRD RATE:
Members: $79
Non-Members: $119
Members Table of 8: $549
Non-Members Table of 8: $829
Sponsorship Credits: 3
REGULAR RATE:
Members: $99
Non-Members: $149
Members Table of 8: $689
Non-Members Table of 8: $1039
*Early bird ends January 10, 2025
Are you a CFA Society Vancouver member? Click here to register. | | | | | | | | | | CE Credit Certificates of Attendance confirming education hours will be offered, with which attendees may seek corresponding accreditation via their preferred regulatory body. | | Who Should Attend: Fiduciaries, Plan Sponsors, Plan Trustees, Investment Consultants, Pension, benefit, and investment industry professionals looking to gain a better understanding of alternative investments, and the general macroeconomic themes affecting the industry today.
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| | Questions
Krista Frayn
Phone: (403) 888-3185
[email protected] | | | | | | | |
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