Interviewer: Kay, How did you get started in this industry?
Kay: I started my first job in the Plan Sponsor space at the Prudential in the U.K. Loved the interaction with people, and problem solving. Had many operational roles - BMO and CIBC Mellon, but have to say really enjoy being a Relationship Manager at Northern Trust.
Interviewer: Tell us about your yourself, your hobbies, and passions, Kay? Kay: I love walking with my Golden retriever, enjoy Yoga and the simple things in life that I am so grateful for. I also have a passion for learning, good thing for me as there’s so much to learn about in this industry.
Interviewer: We would love to know how long have you been involved with CPBI and what do you enjoy most about your involvement with CPBI?
Kay: I have been involved with CPBI for so many years! I consider it a privilege to work with such an important voice in the Pension and Benefits Industry. But most of all, I love working with CPBI’s dynamic Team and helping to organize signature events. And the networking I get to do is an added bonus.
. Interviewer: Congratulations on being the recipient of the regional Volunteer of the Year Award in 2023! Can you share with us some of the CPBI initiatives you participated in? Kay: The Economic Forecasts each year since 2020, annual Golf events, Forum, and CPBI’s Sponsorship Committee.
Interviewer: What is one of the most exciting things going on in the investment industry right now?
Kay: Artificial intelligence – This is taking our industry by storm! and we need adapt to the changes and challenges that will inevitably come. CPBI is doing a great job of providing a forum for thought leaders from all corners of our industry.
Interviewer: Thank you for your time, Kay, you provided a great insight on the industry and it was a pleasure speaking with you!
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