Michael A. Mullaney, Director of Global Markets Research, Boston Partners |  | | Michael is the director of global markets research for Boston Partners.
He rejoined the firm from Fiduciary Trust Company where he was chief investment officer with responsibilities that included setting the firm’s overall investment policy practices and establishing both strategic and tactical asset allocation targets for client portfolios. Prior to that, Mr. Mullaney was the director of fixed income with Boston Partners Asset Management. Prior to joining Boston Partners, Michael was managing director and senior investment strategist at Putnam Investments, specializing in portfolio strategy and key account portfolio management. Before that, he was a senior consultant with Chase Econometrics/ Interactive Data Corporation, focusing on quantitative methodologies in fixed income and equity management. Mr. Mullaney holds a B.S. degree (Cum Laude) in biological sciences from Boston University and an M.B.A. in Finance from Babson College. He has a total of forty-one years of investment experience. |
Aaron Bennett, Chief Investment Officer, University Pension Plan Ontario (UPP) |  | | Aaron Bennett is UPP’s Chief Investment Officer and leads all aspects of UPP’s global investment strategy and operations. A seasoned portfolio manager, Aaron brings over 16 years of investment experience, with expertise in strategic asset allocation and responsible investing. Across his roles at Jarislowsky Fraser Global Investment Management, Ontario Teachers’ Pension Plan, and mid-sized Canadian investment banks, Aaron has supported systemic and robust investment analysis, policy formulation and strategic implementation across portfolios and asset classes. Aaron holds a B.Sc Honours (Biology) from Queen’s University, an MBA from the Ivey School of Business Western University, and is a CFA Charterholder.
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John Bai, CFA, Senior Vice President, Chief Investment Officer |  | | John joined NEI in May of 2019 and is responsible for the firm’s asset allocation and investment strategy, sub-advisor research and due diligence, and is a key partner in building strong relationships with our advisor community in both the Credit Union and Intermediary channels. John brings more than 25 years of investment industry experience, having worked for some of Canada’s top financial institutions. Prior to joining NEI, John led product and investment teams at Merrill Lynch Canada, TD, Dynamic Mutual Funds and HollisWealth. There he founded and chaired asset allocation and investment portfolio committees, led manager oversight activities and was responsible for research teams that covered equities, fixed income, mutual funds, ETFs and alternative products. John holds a Bachelor of Commerce degree in Finance and Economics from the University of Toronto and is a CFA Charterholder.
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Moderator: Tanya Lai, Managing Director, Public Equities, IMCO |  | | Tanya Lai is Managing Director, Public Equities at Investment Management Corporation of Ontario (IMCO). She is responsible for IMCO’s public equities assets, focusing on strategy research, implementation, and portfolio construction. She is the Chair of the IMCO Portfolio Construction Committee that ensures the IMCO Public Equity investments are aligned with long-term investment goals.
Before joining IMCO at its inception in 2017, Tanya was the Managing Director of Public Markets at the Ontario Pension Board, leading its entry into emerging markets. She has worked with Canadian-based pensions (defined benefit and contributions plans) and endowments. She oversaw investment research on traditional/alternative asset classes and multi-manager structure design while leading risk management initiatives.
Tanya has an MBA from the University of Toronto’s Rotman School of Management and a Bachelor of Commerce (Honours) from the University of Toronto. She is a CFA charter holder and a member of the Toronto CFA Society.
Tanya currently serves on the Investment Advisory Committee of the Ontario Public Guardian and Trustee (“OPGT” ), and she serves on the Investment Committee of the Centre for Addiction and Mental Health Foundation (“CAMH Foundation”). Previously, she was a board member of the Toronto Investment Board. |
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