Private Markets Forum

Private Markets Virtual Forum

April 20 - 22, 2021

Fireside Chat Speakers

Marlene Puffer​
Marlene Puffer is the President and Chief Executive Officer of the CN Investment Division. Dr. Puffer is accountable for all aspects of the investment management and organizational oversight of the CN Pension Trust Funds, one of the largest corporate pension funds in Canada. She is former vice-chair of the Board of the Healthcare of Ontario Pension Plan (HOOPP) and past president of Women in Capital Markets. Marlene has more than 25 years’ experience in investments, pensions and capital markets at world-class financial institutions and in academia. Marlene holds a Ph.D. in Finance and Applied Statistics and a M.Sc. in Business Administration from the Simon Business School at the University of Rochester, and master’s and bachelor’s degrees in Economics from the University of Toronto. She holds a CFA charter and the ICD.D designation granted by the Institute of Corporate Directors.

Marlene Puffer

Marlene Puffer​
Marlene Puffer is the President and Chief Executive Officer of the CN Investment Division. Dr. Puffer is accountable for all aspects of the investment management and organizational oversight of the CN Pension Trust Funds, one of the largest corporate pension funds in Canada. She is former vice-chair of the Board of the Healthcare of Ontario Pension Plan (HOOPP) and past president of Women in Capital Markets. Marlene has more than 25 years’ experience in investments, pensions and capital markets at world-class financial institutions and in academia. Marlene holds a Ph.D. in Finance and Applied Statistics and a M.Sc. in Business Administration from the Simon Business School at the University of Rochester, and master’s and bachelor’s degrees in Economics from the University of Toronto. She holds a CFA charter and the ICD.D designation granted by the Institute of Corporate Directors.
Guthrie Stewart​
Guthrie Stewart is Vice Chair, Investment Committee at the Public Sector Pension Investment Board (PSP Investments). In this role, Guthrie uses his considerable experience and insight to act as a spokesperson and senior representative of PSP in facilitating a strong linkage between strategic goals, investment ambitions and partner relationships. Guthrie is a member of PSP Investments’ Executive Committee, Risk and Investment Committee and Total Fund Management Committee. Prior to his appointment in June 2020, Guthrie served as Senior Vice President and Head of Private Investments at PSP Investments, where he oversaw a growing portfolio of over $40 billion in Private Equity and Infrastructure. Prior to joining PSP Investments in September 2015, he was a partner at one of Canada’s largest private equity buy-out and venture capital firms. He also held several executive roles in the telecommunications industry, including CEO, Teleglobe Canada; EVP, Global Development of Teleglobe Inc., and was a founding officer of what is now Bell Mobility. He also acted as a corporate director and advisor for various public and private enterprises and was an Adjunct Professor and member of the Faculty Advisory Board of the McGill Desautels Faculty of Management. Guthrie holds an MBA from INSEAD and a law degree from Osgoode Hall Law School. He studied Honours Science at Queen’s University and also completed ICD’s Directors Education certification program through Rotman-McGill.

Guthrie Stewart

Guthrie Stewart​
Guthrie Stewart is Vice Chair, Investment Committee at the Public Sector Pension Investment Board (PSP Investments). In this role, Guthrie uses his considerable experience and insight to act as a spokesperson and senior representative of PSP in facilitating a strong linkage between strategic goals, investment ambitions and partner relationships. Guthrie is a member of PSP Investments’ Executive Committee, Risk and Investment Committee and Total Fund Management Committee. Prior to his appointment in June 2020, Guthrie served as Senior Vice President and Head of Private Investments at PSP Investments, where he oversaw a growing portfolio of over $40 billion in Private Equity and Infrastructure. Prior to joining PSP Investments in September 2015, he was a partner at one of Canada’s largest private equity buy-out and venture capital firms. He also held several executive roles in the telecommunications industry, including CEO, Teleglobe Canada; EVP, Global Development of Teleglobe Inc., and was a founding officer of what is now Bell Mobility. He also acted as a corporate director and advisor for various public and private enterprises and was an Adjunct Professor and member of the Faculty Advisory Board of the McGill Desautels Faculty of Management. Guthrie holds an MBA from INSEAD and a law degree from Osgoode Hall Law School. He studied Honours Science at Queen’s University and also completed ICD’s Directors Education certification program through Rotman-McGill.

Keynote Speaker

Tina Varughese
An Indo-Canadian daughter of first generation East Indian parents, Tina Varughese says her cultural background allows her to find “the best of both worlds” and shed light, knowledge, and, most importantly, universal humour into the changing workplace. Her highly entertaining, interactive, and practical keynotes leave attendees inspired to think, behave, act, and communicate with intention. For fifteen years Varughese worked with immigrants in her roles with the Province of Alberta’s immigration office. She also ran her own successful relocation and settlement firm. Varughese draws from her experiences as an entrepreneur, mother, daughter, wife, sister, and friend when delivering keynotes on diversity andinclusion — topics that resonate with her both professionally and personally. Varughese has been named one of “Canada’s Top 10 Notable Speakers” by Ignite Magazine for her ability to break down barriers and create a comfortable, inclusive, and fun space for attendees. She was the face of diversity, literally, having been chosen to participate in Dove’s campaign for Real Beauty, representing beauty in diversity. The past-president of the Canadian Association of Professional Speakers (Calgary), Varughese is a contributing writer for the Human Resource Institute of Alberta’s Network magazine, Calgary Real Estate News, and Home to Home magazine. She was also profiled in Alberta’s Venture Magazine.

Tina Varughese

Tina Varughese
An Indo-Canadian daughter of first generation East Indian parents, Tina Varughese says her cultural background allows her to find “the best of both worlds” and shed light, knowledge, and, most importantly, universal humour into the changing workplace. Her highly entertaining, interactive, and practical keynotes leave attendees inspired to think, behave, act, and communicate with intention. For fifteen years Varughese worked with immigrants in her roles with the Province of Alberta’s immigration office. She also ran her own successful relocation and settlement firm. Varughese draws from her experiences as an entrepreneur, mother, daughter, wife, sister, and friend when delivering keynotes on diversity andinclusion — topics that resonate with her both professionally and personally. Varughese has been named one of “Canada’s Top 10 Notable Speakers” by Ignite Magazine for her ability to break down barriers and create a comfortable, inclusive, and fun space for attendees. She was the face of diversity, literally, having been chosen to participate in Dove’s campaign for Real Beauty, representing beauty in diversity. The past-president of the Canadian Association of Professional Speakers (Calgary), Varughese is a contributing writer for the Human Resource Institute of Alberta’s Network magazine, Calgary Real Estate News, and Home to Home magazine. She was also profiled in Alberta’s Venture Magazine.

SPEAKERS

Alistair Almeida
Alistair Almeida is Executive Director & Segment Lead, Asset Owners at CIBC Mellon. Alistair is responsible for growing CIBC Mellon’s Asset Owners market share, helping develop multi-national asset servicing pension strategy and attracting new clients, and further expanding CIBC Mellon’s brand presence. Prior to this, Alistair led the relationship management team responsible for the strategic fund segment. These clients included, Banks, Investment Managers, Broker Dealers, and Insurance companies with fund complexes in Canada. Alistair joined CIBC Mellon in 2007 from RBC, where he was Director of Relationship Management for U.S. and Canadian Investment Managers. Alistair has held a variety of senior-level positions within the asset servicing industry, and has over 25 years of experience managing institutional clients across the globe including positions held in Toronto, London, and Singapore. Alistair holds a Master of Business Administration (MBA) from the University of Toronto Rotman School of Management.

Alistair Almeida

Alistair Almeida
Alistair Almeida is Executive Director & Segment Lead, Asset Owners at CIBC Mellon. Alistair is responsible for growing CIBC Mellon’s Asset Owners market share, helping develop multi-national asset servicing pension strategy and attracting new clients, and further expanding CIBC Mellon’s brand presence. Prior to this, Alistair led the relationship management team responsible for the strategic fund segment. These clients included, Banks, Investment Managers, Broker Dealers, and Insurance companies with fund complexes in Canada. Alistair joined CIBC Mellon in 2007 from RBC, where he was Director of Relationship Management for U.S. and Canadian Investment Managers. Alistair has held a variety of senior-level positions within the asset servicing industry, and has over 25 years of experience managing institutional clients across the globe including positions held in Toronto, London, and Singapore. Alistair holds a Master of Business Administration (MBA) from the University of Toronto Rotman School of Management.
Haakon Blakstad
Haakon is the Chief Commercial Officer at Validus, a leading independent financial services firm advising and providing solutions to LPs and GPs globally. Haakon held various capital markets and banking roles prior to joining Validus in 2014 and has since then been responsible for the continuing expansion of the firm, across geographies, services, and client sectors. He also works closely with clients, industry participants and academic institutions on thought leadership in the private capital space, with a specific focus on risk management.

Haakon Blakstad

Haakon Blakstad
Haakon is the Chief Commercial Officer at Validus, a leading independent financial services firm advising and providing solutions to LPs and GPs globally. Haakon held various capital markets and banking roles prior to joining Validus in 2014 and has since then been responsible for the continuing expansion of the firm, across geographies, services, and client sectors. He also works closely with clients, industry participants and academic institutions on thought leadership in the private capital space, with a specific focus on risk management.
Jeremy Bell
Jeremy Bell has worked in the pension, benefits and investment fields for 21 years. He advises clients on actuarial and investment matters related to pension and benefit plans. Jeremy has enjoyed varied experiences in the actuarial and investment fields. Most recently, as Chief Actuary and Chief Investment Officer of Healthcare Benefit Trust he was responsible for setting contribution rates and reserves and overseeing the investments of the $1 billion health and welfare trust. Prior to his role at Healthcare Benefit Trust, he was the Western Region leader of Investment Consulting for an international consulting firm. In this role, he advised institutional investors (i.e., pension, disability, automobile insurance, and foundations) with assets totaling $30 billion on asset mix, investment managers and investment policies and procedures. In a previous role at another international consulting firm, he consulted on liability and regulatory issues for pension plans. In 2010, Jeremy provided testimony to the Senate of Canada’s Committee on Banking, Trade and Commerce on a proposed law affecting long-term disability claims on assets in the event of their company’s bankruptcy. Jeremy is a frequent speaker at industry events. Jeremy is a Fellow of the Canadian Institute of Actuaries and is also a Chartered Financial Analyst charterholder. A graduate of the University of Victoria in 2000 with a Bachelor of Science in Honours Mathematics, Jeremy earned the Jubilee Medal, awarded to the student with the highest graduating grade point average in the Faculty of Science.

Jeremy Bell

Jeremy Bell
Jeremy Bell has worked in the pension, benefits and investment fields for 21 years. He advises clients on actuarial and investment matters related to pension and benefit plans. Jeremy has enjoyed varied experiences in the actuarial and investment fields. Most recently, as Chief Actuary and Chief Investment Officer of Healthcare Benefit Trust he was responsible for setting contribution rates and reserves and overseeing the investments of the $1 billion health and welfare trust. Prior to his role at Healthcare Benefit Trust, he was the Western Region leader of Investment Consulting for an international consulting firm. In this role, he advised institutional investors (i.e., pension, disability, automobile insurance, and foundations) with assets totaling $30 billion on asset mix, investment managers and investment policies and procedures. In a previous role at another international consulting firm, he consulted on liability and regulatory issues for pension plans. In 2010, Jeremy provided testimony to the Senate of Canada’s Committee on Banking, Trade and Commerce on a proposed law affecting long-term disability claims on assets in the event of their company’s bankruptcy. Jeremy is a frequent speaker at industry events. Jeremy is a Fellow of the Canadian Institute of Actuaries and is also a Chartered Financial Analyst charterholder. A graduate of the University of Victoria in 2000 with a Bachelor of Science in Honours Mathematics, Jeremy earned the Jubilee Medal, awarded to the student with the highest graduating grade point average in the Faculty of Science.
Christine Campney
Christine Campney leads CPPIB’s Investment Operations team for External Fund Managers including Private Equity Funds (funds, secondaries and co-investments) and Hedge Funds. Her team is responsible for providing operational support for these products, including deal setup, ongoing capital calls, distributions and quarterly valuations. She is also responsible for quarterly reasonability processes including checks on carried interest, management fees and other fees. Christine hasover 20 years of financial services experience and 15 years of Private Equity experience. Prior to joining CPPIB, Christine was Executive Director of the Capital Markets Institute at the Rotman School of Management, Director of Research at the Institutional Limited Partners Association (ILPA) and spent 14 years in a variety of roles at the Canadian Imperial Bank of Canada. Christine holds a Bachelor of Accounting and Economics from the University of Toronto and is a Chartered Accountant (CA, CPA).

Christine Campney

Christine Campney
Christine Campney leads CPPIB’s Investment Operations team for External Fund Managers including Private Equity Funds (funds, secondaries and co-investments) and Hedge Funds. Her team is responsible for providing operational support for these products, including deal setup, ongoing capital calls, distributions and quarterly valuations. She is also responsible for quarterly reasonability processes including checks on carried interest, management fees and other fees. Christine hasover 20 years of financial services experience and 15 years of Private Equity experience. Prior to joining CPPIB, Christine was Executive Director of the Capital Markets Institute at the Rotman School of Management, Director of Research at the Institutional Limited Partners Association (ILPA) and spent 14 years in a variety of roles at the Canadian Imperial Bank of Canada. Christine holds a Bachelor of Accounting and Economics from the University of Toronto and is a Chartered Accountant (CA, CPA).
Heather Cooke
Prior to joining The Audra Group Family Office at Woodbridge as their Chief Investment Officer in 2019, Heather Cooke was Fiera Capital’s Deputy Chief Investment Officer and SVP of Private Alternatives. She also chaired the Global ESG Committee and expanded the Multi-Asset Class Solutions platform as SVP of Investment Solutions. Over her 30+ year investment management career, Heather has held senior leadership roles at many leading asset management firms such as Northern Trust Global Advisors, Mercer Global Investments and Unigestion Asset Management Canada. Heather holds a BComm. from the Smith School of Business at Queen's University and is a CFA Charterholder. She also volunteers as a senior advisor to the Institutional Asset Management Committee at The CFA Society Toronto and is a member of The Ticker Club.

Heather Cooke

Heather Cooke
Prior to joining The Audra Group Family Office at Woodbridge as their Chief Investment Officer in 2019, Heather Cooke was Fiera Capital’s Deputy Chief Investment Officer and SVP of Private Alternatives. She also chaired the Global ESG Committee and expanded the Multi-Asset Class Solutions platform as SVP of Investment Solutions. Over her 30+ year investment management career, Heather has held senior leadership roles at many leading asset management firms such as Northern Trust Global Advisors, Mercer Global Investments and Unigestion Asset Management Canada. Heather holds a BComm. from the Smith School of Business at Queen's University and is a CFA Charterholder. She also volunteers as a senior advisor to the Institutional Asset Management Committee at The CFA Society Toronto and is a member of The Ticker Club.
Jason J. Cawley

Jason Cawley joined BCI in 2016. With $171 billion of managed assets, including $17.9billion of private equity assets, as of March 31, 2020, BCI is one of Canada's largest institutional investors within the global capital markets.
Prior to joining BCI, Jason was a Senior Director in the Private Equity Group at PSPInvestments where he focused on leveraged direct investments in the industrials sector and distressed opportunities. While at PSP, he was responsible for investing over $700m of equity capital across three direct transactions. Prior to joining PSP, Jason was a Director at Coady Diemar Partners, a New York investment bank founded by former Goldman Sachs and Credit Suisse executives focused on middle-marketM&A and special situation transactions. Previously, Jason worked at DLJ MerchantBanking Partners and began his career in the investment banking division of Donaldson, Lufkin & Jenrette.
Jason holds a BA magna cum laude from Middlebury College and an MBA from the tuck School of Business at Dartmouth.
Jason currently serves as a board director for Pilot Freight Services, Springs WindowFashions and Valence Surface Technologies. He has previously served as a board director for Sky Leasing, Noranco Inc. and Ferrara Candy Company and board observer for Cengage Learning. He also acted for several years as Vice Chairman of the Canadian Association of New York’s Annual Hockey Awards Gala, a charity in support of Ice Hockey in Harlem.

Jason J. Cawley

Jason J. Cawley

Jason Cawley joined BCI in 2016. With $171 billion of managed assets, including $17.9billion of private equity assets, as of March 31, 2020, BCI is one of Canada's largest institutional investors within the global capital markets.
Prior to joining BCI, Jason was a Senior Director in the Private Equity Group at PSPInvestments where he focused on leveraged direct investments in the industrials sector and distressed opportunities. While at PSP, he was responsible for investing over $700m of equity capital across three direct transactions. Prior to joining PSP, Jason was a Director at Coady Diemar Partners, a New York investment bank founded by former Goldman Sachs and Credit Suisse executives focused on middle-marketM&A and special situation transactions. Previously, Jason worked at DLJ MerchantBanking Partners and began his career in the investment banking division of Donaldson, Lufkin & Jenrette.
Jason holds a BA magna cum laude from Middlebury College and an MBA from the tuck School of Business at Dartmouth.
Jason currently serves as a board director for Pilot Freight Services, Springs WindowFashions and Valence Surface Technologies. He has previously served as a board director for Sky Leasing, Noranco Inc. and Ferrara Candy Company and board observer for Cengage Learning. He also acted for several years as Vice Chairman of the Canadian Association of New York’s Annual Hockey Awards Gala, a charity in support of Ice Hockey in Harlem.

Keith Derman
Mr. Keith Derman is a Partner and Co-Head of Ares Infrastructure and Power and a member of both the Partners Committee of Ares Management and the Ares Infrastructure and Power Investment Committee. As the Co-Head of Infrastructure and Power at Ares, he oversees all aspects of strategy, origination, capital deployment and portfolio management across both equity and debt investments in the infrastructure industry. In 2015, Mr. Derman joined Ares Management through the firm's acquisition of Energy Investors Funds, where he was a Partner and had worked for 10 years. From 2002-2005, he was a Manager of Corporate Development at PSEG Power, where he focused on the acquisition and development of power generation and transmission projects as well as spending significant time in the company's commodity trading and international businesses. In addition, Mr. Derman worked as a Senior Financial Analyst in the Acquisition and Development Group at Sunterra Corporation, a publicly traded real estate and resort company. He began his career as a Financial Analyst at Smith Barney, where he was a member of the mergers and acquisitions group. Mr. Derman received a B.A. in Political Science, cum laude, from Duke University as well as an M.B.A. from the University of Pennsylvania Wharton School in Entrepreneurial Management.

Keith Derman

Keith Derman
Mr. Keith Derman is a Partner and Co-Head of Ares Infrastructure and Power and a member of both the Partners Committee of Ares Management and the Ares Infrastructure and Power Investment Committee. As the Co-Head of Infrastructure and Power at Ares, he oversees all aspects of strategy, origination, capital deployment and portfolio management across both equity and debt investments in the infrastructure industry. In 2015, Mr. Derman joined Ares Management through the firm's acquisition of Energy Investors Funds, where he was a Partner and had worked for 10 years. From 2002-2005, he was a Manager of Corporate Development at PSEG Power, where he focused on the acquisition and development of power generation and transmission projects as well as spending significant time in the company's commodity trading and international businesses. In addition, Mr. Derman worked as a Senior Financial Analyst in the Acquisition and Development Group at Sunterra Corporation, a publicly traded real estate and resort company. He began his career as a Financial Analyst at Smith Barney, where he was a member of the mergers and acquisitions group. Mr. Derman received a B.A. in Political Science, cum laude, from Duke University as well as an M.B.A. from the University of Pennsylvania Wharton School in Entrepreneurial Management.
Serra Erdogmus
Serra Erdogmus is the Senior Portfolio Manager, Private Assets at the Canadian Medical Protective Association (CMPA). She is focused on managing the CMPA’s private equity, private debt, and real asset strategies. Since joining the CMPA in 2002, she has been responsible for building out the private asset portfolio by adding new asset classes, establishing processes and best practices, and developing the team. The CMPA currently has a total of 40% allocation to private assets. Serra is a CFA Charter holder and has an MBA from University of Ottawa.

Serra Erdogmus

Serra Erdogmus
Serra Erdogmus is the Senior Portfolio Manager, Private Assets at the Canadian Medical Protective Association (CMPA). She is focused on managing the CMPA’s private equity, private debt, and real asset strategies. Since joining the CMPA in 2002, she has been responsible for building out the private asset portfolio by adding new asset classes, establishing processes and best practices, and developing the team. The CMPA currently has a total of 40% allocation to private assets. Serra is a CFA Charter holder and has an MBA from University of Ottawa.
Kevin Fahey
Kevin Fahey is responsible for the CAAT Plan’s private equity and real assets (infrastructure and real estate) investments and brings over 20 years of relevant experience to his role. Kevin is a past Chair of the Pension Investment Association of Canada, is the current Chair of the Salvation Army of Canada’s Investment Advisory Committee, and sits on the Investment Committee for the Teachers’ Pension Plan Corporation of Newfoundland and Labrador. Kevin is a CFAcharterholder, has anLL.Bfrom Osgoode Hall Law School, and a BCom from Queen’s University.

Kevin Fahey

Kevin Fahey

Kevin Fahey is responsible for the CAAT Plan’s private equity and real assets (infrastructure and real estate) investments and brings over 20 years of relevant experience to his role. Kevin is a past Chair of the Pension Investment Association of Canada, is the current Chair of the Salvation Army of Canada’s Investment Advisory Committee, and sits on the Investment Committee for the Teachers’ Pension Plan Corporation of Newfoundland and Labrador. Kevin is a CFAcharterholder, has anLL.Bfrom Osgoode Hall Law School, and a BCom from Queen’s University.

Koblavi Fiagbedzi
Koblavi is the Portfolio Manager, Real Assets at the CBC Pension Plan. He is currently responsible for the execution of a new real asset strategy closely hinged to enhancing portfolio resilience, and optimizing income and capital growth characteristics across the cycle. In addition, he provides support to the larger team in the execution of private equity and private debt for Fund, Secondary, Co-Investments, and Direct transactions. Koblavi began his career at the Bank of Canada in 2004 where he worked on longer term economic research themes and forecasting model maintenance. After joining EDC as an Associate Economist, he focused on current analysis and transactional guidance for political risk insurance, sovereign and project finance loans in key emerging and developed markets. Later he led EDC’s corporate strategy for emerging markets and conducted due diligence and deal sourcing for project finance, corporate debt, political risk, and credit insurance. In 2012, he joined the CMPA Investment Fund where he focused on transaction and portfolio management for the growing private market portfolio. Koblavi earned his BBA (Honors) from Acadia University and an MBA from the University of London. Koblavi is also a CAIA and CFA charter holder.

Koblavi Fiagbedzi

Koblavi Fiagbedzi
Koblavi is the Portfolio Manager, Real Assets at the CBC Pension Plan. He is currently responsible for the execution of a new real asset strategy closely hinged to enhancing portfolio resilience, and optimizing income and capital growth characteristics across the cycle. In addition, he provides support to the larger team in the execution of private equity and private debt for Fund, Secondary, Co-Investments, and Direct transactions. Koblavi began his career at the Bank of Canada in 2004 where he worked on longer term economic research themes and forecasting model maintenance. After joining EDC as an Associate Economist, he focused on current analysis and transactional guidance for political risk insurance, sovereign and project finance loans in key emerging and developed markets. Later he led EDC’s corporate strategy for emerging markets and conducted due diligence and deal sourcing for project finance, corporate debt, political risk, and credit insurance. In 2012, he joined the CMPA Investment Fund where he focused on transaction and portfolio management for the growing private market portfolio. Koblavi earned his BBA (Honors) from Acadia University and an MBA from the University of London. Koblavi is also a CAIA and CFA charter holder.
Marco Fontana
Marco Fontana is currently Director with the OMERS Infrastructure team in London, which he joined in January 2014. Marco is active in both origination and execution of transactions, as well as asset management. He served on the team that successfully completed the acquisition of a stake in Compañía Logística de Hidrocarburos (CLH). He has been actively involved in the asset management of Associated British Ports and OMERS investment in HS1. Prior to joining OMERS Infrastructure, Marco worked as Investment Manager at EISER Infrastructure Partners, where he was responsible for the asset management of the fund's energy and waste sector assets in Italy, as well as energy and transport assets in the U.K. and Australia. Before that, Marco worked at Société Générale, both in Paris and London, as a member of the acquisition financing and principal investment teams. Marco holds M.Sc. degrees from Università Bocconi Milan and HEC Paris.

Marco Fontana

Marco Fontana
Marco Fontana is currently Director with the OMERS Infrastructure team in London, which he joined in January 2014. Marco is active in both origination and execution of transactions, as well as asset management. He served on the team that successfully completed the acquisition of a stake in Compañía Logística de Hidrocarburos (CLH). He has been actively involved in the asset management of Associated British Ports and OMERS investment in HS1. Prior to joining OMERS Infrastructure, Marco worked as Investment Manager at EISER Infrastructure Partners, where he was responsible for the asset management of the fund's energy and waste sector assets in Italy, as well as energy and transport assets in the U.K. and Australia. Before that, Marco worked at Société Générale, both in Paris and London, as a member of the acquisition financing and principal investment teams. Marco holds M.Sc. degrees from Università Bocconi Milan and HEC Paris.
Andrew Garrett
Andrew Garrett is responsible for a wide range of executive activities relating to growing IMCO’s $11+ Billion Global Real Estate portfolio through strategy development, proactive asset management, and seeking out new investment opportunities. His primary focus is overseeing teams of asset managers and growing the portfolio with new development partners in major global cities. The value created in the real estate portfolio is critical to the long term funding needs of Ontario Pension Board, WSIB, and Provincial Judges' Pension Plan. Andrew sits on the board advisory committees for a number of Canadian and US real estate private equity firms. Andrew has significant non-profit sector experience founding a B Corp certified social enterprise called WeBuild to help incubate social purpose real estate projects. He currently volunteers on non-profit boards supporting social purpose real estate projects, youth programs and the visual arts. Andrew holds a Global Executive MBA from Kellogg School Management (Chicago, Hong Kong, Toronto) and Real Estate Development Certification from MIT Centre for Real Estate.

Andrew Garrett

Andrew Garrett
Andrew Garrett is responsible for a wide range of executive activities relating to growing IMCO’s $11+ Billion Global Real Estate portfolio through strategy development, proactive asset management, and seeking out new investment opportunities. His primary focus is overseeing teams of asset managers and growing the portfolio with new development partners in major global cities. The value created in the real estate portfolio is critical to the long term funding needs of Ontario Pension Board, WSIB, and Provincial Judges' Pension Plan. Andrew sits on the board advisory committees for a number of Canadian and US real estate private equity firms. Andrew has significant non-profit sector experience founding a B Corp certified social enterprise called WeBuild to help incubate social purpose real estate projects. He currently volunteers on non-profit boards supporting social purpose real estate projects, youth programs and the visual arts. Andrew holds a Global Executive MBA from Kellogg School Management (Chicago, Hong Kong, Toronto) and Real Estate Development Certification from MIT Centre for Real Estate.
Jim Galovan
Jim Galovan joined PCCP in February of 2008 and has been a Partner since 2015. Mr. Galovan’s primary responsibilities are originations and the management of PCCP’s various equity separate accounts. In addition, between 2019 and 2021, he spearheaded the launch of PCCP’s “build-for-rent” single family rental division. Mr. Galovan’s originations focus is on debt and equity investments in the Western and Midwestern United States. He oversees all aspects of sourcing, underwriting, negotiating and conducting due diligence for new investments in these regions. He has originated over $1.5 billion of multi-family, office, retail, industrial, single-family housing and other investments for PCCP since 2008. Mr. Galovan also serves as the gatekeeper for all equity separate account investments with various global institutional investment partners. Prior to joining PCCP, Mr. Galovan spent five years in northern California as a Vice President at Woodside Group, Inc., a national developer of residential real estate. Mr. Galovan received a B.A. from Brigham Young University and an M.B.A. from Harvard Business School.

Jim Galovan

Jim Galovan
Jim Galovan joined PCCP in February of 2008 and has been a Partner since 2015. Mr. Galovan’s primary responsibilities are originations and the management of PCCP’s various equity separate accounts. In addition, between 2019 and 2021, he spearheaded the launch of PCCP’s “build-for-rent” single family rental division. Mr. Galovan’s originations focus is on debt and equity investments in the Western and Midwestern United States. He oversees all aspects of sourcing, underwriting, negotiating and conducting due diligence for new investments in these regions. He has originated over $1.5 billion of multi-family, office, retail, industrial, single-family housing and other investments for PCCP since 2008. Mr. Galovan also serves as the gatekeeper for all equity separate account investments with various global institutional investment partners. Prior to joining PCCP, Mr. Galovan spent five years in northern California as a Vice President at Woodside Group, Inc., a national developer of residential real estate. Mr. Galovan received a B.A. from Brigham Young University and an M.B.A. from Harvard Business School.
Lorelei Graye

Lorelei Graye, a private equity industry advocate and investor, is a founding member and president of the ADS Initiative. With the publication of a 2015 CEM study, Lorelei’s work for a U.S. public pension first reached a global audience by spearheading the development of a first of its kind, intensive collection and validation process to capture comprehensive investment costs and carried interest. Lorelei holds business degrees in finance and accounting, summa cum laude. The Adopting Data Standards Initiative (ADS) is a non-profit, global membership organization. A cross-collaboration ofprivate capital participants working together to develop independent, global data standards for electronic reporting to support templates and best practices.ADS fosters a collaborative, conflict-free forum for independent data standards that will provide a solid foundation for the free market to solve higher technology and analytical needs.

Lorelei Graye

Lorelei Graye

Lorelei Graye, a private equity industry advocate and investor, is a founding member and president of the ADS Initiative. With the publication of a 2015 CEM study, Lorelei’s work for a U.S. public pension first reached a global audience by spearheading the development of a first of its kind, intensive collection and validation process to capture comprehensive investment costs and carried interest. Lorelei holds business degrees in finance and accounting, summa cum laude. The Adopting Data Standards Initiative (ADS) is a non-profit, global membership organization. A cross-collaboration ofprivate capital participants working together to develop independent, global data standards for electronic reporting to support templates and best practices.ADS fosters a collaborative, conflict-free forum for independent data standards that will provide a solid foundation for the free market to solve higher technology and analytical needs.

Christian Hensley​
Christian Hensley is a Senior Managing Director at the Investment Management Corporation of Ontario (IMCO), an Ontario public fund manager with $70.3 billion in assets under management. Christian oversees IMCO’s private equity, public equity, and global credit portfolios. His focus is to create organizational partnerships and source new opportunities to generate long-term value for clients. With deep experience across the investing spectrum, including oversight for active mandates and nurturing shareholder value through relationship investing, Christian was formerly Managing Director and Head of Relationship Investments at CPPIB. Prior to this, he spent 11 years in the private equity and growth capital industry at Charterhouse Group and Planier Capital. Christian began his career in the Investment Banking division of Salomon Brothers in New York City. Christian graduated from the MBA program at Harvard Business School and holds a Bachelor of Arts from the University of Pennsylvania.

Christian Hensley

Christian Hensley​
Christian Hensley is a Senior Managing Director at the Investment Management Corporation of Ontario (IMCO), an Ontario public fund manager with $70.3 billion in assets under management. Christian oversees IMCO’s private equity, public equity, and global credit portfolios. His focus is to create organizational partnerships and source new opportunities to generate long-term value for clients. With deep experience across the investing spectrum, including oversight for active mandates and nurturing shareholder value through relationship investing, Christian was formerly Managing Director and Head of Relationship Investments at CPPIB. Prior to this, he spent 11 years in the private equity and growth capital industry at Charterhouse Group and Planier Capital. Christian began his career in the Investment Banking division of Salomon Brothers in New York City. Christian graduated from the MBA program at Harvard Business School and holds a Bachelor of Arts from the University of Pennsylvania.
Graeme Hay​
Graeme Hay leads all aspects of TRAF's investment program, including investment strategy, manager selection, and monitoring. Prior to TRAF, he was a member of the investment team of Wellington West Asset Management, the internal portfolio management unit of one of Canada's largest independent brokerages. In this role, he carried out fundamental research for the firm's equity portfolios and led the firm's research effort on external investment managers employed across the firm. Graeme is a Certified Management Accountant (CMA), having earned the Robert Syme Memorial Silver Medal, and is a Chartered Financial Analyst (CFA)charterholder. He is a past president of the CFA Society of Winnipeg and serves on the Board of the Pension Investment Association of Canada (PIAC). He also serves on the Investment Committee of the Manitoba Museum Pension Trust Fund.

Graeme Hay

Graeme Hay​
Graeme Hay leads all aspects of TRAF's investment program, including investment strategy, manager selection, and monitoring. Prior to TRAF, he was a member of the investment team of Wellington West Asset Management, the internal portfolio management unit of one of Canada's largest independent brokerages. In this role, he carried out fundamental research for the firm's equity portfolios and led the firm's research effort on external investment managers employed across the firm. Graeme is a Certified Management Accountant (CMA), having earned the Robert Syme Memorial Silver Medal, and is a Chartered Financial Analyst (CFA)charterholder. He is a past president of the CFA Society of Winnipeg and serves on the Board of the Pension Investment Association of Canada (PIAC). He also serves on the Investment Committee of the Manitoba Museum Pension Trust Fund.
Jennifer Hartviksen​
Jennifer Hartviksen joined IMCO in 2020 and is responsible for the global credit asset class, a globally diversified portfolio of public and private credit assets across the risk spectrum. Previously, Jennifer spent over six years at Invesco Ltd where she held senior positions including Head of Global High Yield, Senior Portfolio Manager, Multi-Sector Credit and, prior to that, Head of Fixed Income, Canada. She has also held senior roles at Fiera Quantum LP, CPPIB and Western Asset Management. Jennifer holds a Bachelor’sdegree in Economics from the University of Toronto and is a CFA charter holder. Daniel D. Leger – bio (hard breaks need to be removed, etc.)Can you replace the bio with this?Mr. Daniel Leger has over 18 years of experience in the asset management business. Prior to joining MGG, Mr. Leger was Head of Strategic Planning and Client Services at Akre Capital Management in Virginia where he helped grow the then 24 year old firm’s private partnership and mutual fund assets from $2 billion in 2013 toapproximately $14 billion in 2019. Previously, he worked as Managing Director, Head of Marketing at Geosphere Capital, a $1.4 billion hedge fund based in New York City. Prior to that, he worked in a similar capacity at Steel Partners, a $5 billionglobal activist manager. Mr. Leger began his career in asset management at BRI Partners, a venture capital firm and joint venture with Mesirow Financial, that seeded hedge funds, helping grow their collective assets to in excess of $5 billion. Mr. Leger received his doctorate in political philosophy and international relations from The University of Notre Dame in Indiana and his BA from Concordia University in Montreal, Canada.

Jennifer Hartviksen

Jennifer Hartviksen​
Jennifer Hartviksen joined IMCO in 2020 and is responsible for the global credit asset class, a globally diversified portfolio of public and private credit assets across the risk spectrum. Previously, Jennifer spent over six years at Invesco Ltd where she held senior positions including Head of Global High Yield, Senior Portfolio Manager, Multi-Sector Credit and, prior to that, Head of Fixed Income, Canada. She has also held senior roles at Fiera Quantum LP, CPPIB and Western Asset Management. Jennifer holds a Bachelor’sdegree in Economics from the University of Toronto and is a CFA charter holder. Daniel D. Leger – bio (hard breaks need to be removed, etc.)Can you replace the bio with this?Mr. Daniel Leger has over 18 years of experience in the asset management business. Prior to joining MGG, Mr. Leger was Head of Strategic Planning and Client Services at Akre Capital Management in Virginia where he helped grow the then 24 year old firm’s private partnership and mutual fund assets from $2 billion in 2013 toapproximately $14 billion in 2019. Previously, he worked as Managing Director, Head of Marketing at Geosphere Capital, a $1.4 billion hedge fund based in New York City. Prior to that, he worked in a similar capacity at Steel Partners, a $5 billionglobal activist manager. Mr. Leger began his career in asset management at BRI Partners, a venture capital firm and joint venture with Mesirow Financial, that seeded hedge funds, helping grow their collective assets to in excess of $5 billion. Mr. Leger received his doctorate in political philosophy and international relations from The University of Notre Dame in Indiana and his BA from Concordia University in Montreal, Canada.
Jim Hwang

Jim Hwang is an Independent Consultant focusing on topics including multi-asset factor modeling, equity factor investing, and portfolio design. He previously worked at CPP Investments (CPPIB) as a Managing Director within Capital Markets & Factor Investing and was responsible for public markets strategy allocation. In his earlier years at CPPIB, Jim was an MD in Total Fund Management and headed, separately, the Portfolio Management and Portfolio Design groups. He was responsible for leading his groups in researching and allocating to investment factors to help CPPIB achieve its legislative mandate in a systematic and diversified manner. Before joining CPPIB, Jim held various roles in quantitative asset management, managing both investment teams and quantitative equity portfolios. His career extends from HK and China, with Bosera Asset Management, to the U.S., with Barclays Global Investors and UBS Brinson Inc. Jim holds an MS in Mechanical Engineering from U.C. Berkeley and a BS in Aeronautical & Astronautical Engineering from MIT. He is also a CFA charter holder.

Jim Hwang

Jim Hwang

Jim Hwang is an Independent Consultant focusing on topics including multi-asset factor modeling, equity factor investing, and portfolio design. He previously worked at CPP Investments (CPPIB) as a Managing Director within Capital Markets & Factor Investing and was responsible for public markets strategy allocation. In his earlier years at CPPIB, Jim was an MD in Total Fund Management and headed, separately, the Portfolio Management and Portfolio Design groups. He was responsible for leading his groups in researching and allocating to investment factors to help CPPIB achieve its legislative mandate in a systematic and diversified manner. Before joining CPPIB, Jim held various roles in quantitative asset management, managing both investment teams and quantitative equity portfolios. His career extends from HK and China, with Bosera Asset Management, to the U.S., with Barclays Global Investors and UBS Brinson Inc. Jim holds an MS in Mechanical Engineering from U.C. Berkeley and a BS in Aeronautical & Astronautical Engineering from MIT. He is also a CFA charter holder.

Ramesh Kashyap

As a head of Alternative Investments at Ninepoint Partners, Ramesh oversees over $2 billion in private market alternative investment strategies. Ramesh’s mandate includes growing alternative investment business by identifying, structuring and launching differentiated private debt and equity strategies, developing and implementing risk oversight framework for alternative products, external manager research and institutional and retail sales support. As a key member of the business development team at Wells Fargo (Wachovia), GE Capital and CIT Group, Ramesh has over fifteen years of progressively senior experience originating, underwriting and managing a variety of debt and quasi debt transactions valued at over $7 billion across Canada and the United States. Ramesh is a graduate of the honors commerce program at the University of Toronto.

Ramesh Kashyap

Ramesh Kashyap

As a head of Alternative Investments at Ninepoint Partners, Ramesh oversees over $2 billion in private market alternative investment strategies. Ramesh’s mandate includes growing alternative investment business by identifying, structuring and launching differentiated private debt and equity strategies, developing and implementing risk oversight framework for alternative products, external manager research and institutional and retail sales support. As a key member of the business development team at Wells Fargo (Wachovia), GE Capital and CIT Group, Ramesh has over fifteen years of progressively senior experience originating, underwriting and managing a variety of debt and quasi debt transactions valued at over $7 billion across Canada and the United States. Ramesh is a graduate of the honors commerce program at the University of Toronto.

Daniel D. Leger​
Mr. Daniel Leger has over 18 years of experience in the asset management business. Prior to joining MGG, Mr. Leger was Head of Strategic Planning and Client Services at Akre Capital Management in Virginia where he helped grow the then 24-year-old firm’s private partnership and mutual fund assets from $2 billion in 2013 to approximately $14 billion in 2019. Previously, he worked as Managing Director, Head of Marketing at Geosphere Capital, a $1.4 billion hedge fund based in New York City. Prior to that, he worked in a similar capacity at Steel Partners, a $5 billion global activist manager. Mr. Leger began his career in asset management at BRI Partners, a venture capital firm and joint venture with Mesirow Financial, that seeded hedge funds, helping grow their collective assets to in excess of $5 billion. Mr. Leger received his doctorate in political philosophy and international relations from The University of Notre Dame in Indiana and his BA from Concordia University in Montreal, Canada.

Daniel D. Leger

Daniel D. Leger​
Mr. Daniel Leger has over 18 years of experience in the asset management business. Prior to joining MGG, Mr. Leger was Head of Strategic Planning and Client Services at Akre Capital Management in Virginia where he helped grow the then 24-year-old firm’s private partnership and mutual fund assets from $2 billion in 2013 to approximately $14 billion in 2019. Previously, he worked as Managing Director, Head of Marketing at Geosphere Capital, a $1.4 billion hedge fund based in New York City. Prior to that, he worked in a similar capacity at Steel Partners, a $5 billion global activist manager. Mr. Leger began his career in asset management at BRI Partners, a venture capital firm and joint venture with Mesirow Financial, that seeded hedge funds, helping grow their collective assets to in excess of $5 billion. Mr. Leger received his doctorate in political philosophy and international relations from The University of Notre Dame in Indiana and his BA from Concordia University in Montreal, Canada.
Catherine Ann Marshall

Ms. Catherine Ann Marshall co-founded R4 to bring specialized global investment management expertise to real estate and real asset ESG consulting. R4 is a natural evolution in her 12-year consulting history as Principal Consultant at RealAlts, a real assets investment consulting firm whose work includes ESG and TCFD reporting, new fund development, and investment strategy in Real Estate, Infrastructure, Agriculture, and Private Debt. She has an equally extensive background in hands-on ESG work as a builder, industry association leader, and sustainability expert. Prior to founding RealAlts, Catherine had extensive investment management experience as Director of Research and Strategy, Real Estate at the Canada Pension Plan Investment Board (CPPIB); Senior Vice President and Global Strategist at LaSalle Investment Management; Associate Portfolio Manager at Genus Capital Management; and Assistant Portfolio Manager, Real Estate, at the British Columbia Investment Management Corporation (BCI). She has also worked at Aon Investment Consulting as Associate Partner, Global Real Estate. Ms. Marshall was one of the first investment professionals in the world to attain the Sustainability and Climate Risk (SCR) certification in 2020. This demanding program in TCFD reporting, Green Finance and other emerging topics is offered by the Global Association of Risk Professionals. She is the ESG columnist on the Expert Panel of the Canadian Investment Review, and the former Executive Member and Treasurer of the Canada Green Building Council Toronto Chapter and has been a member of sustainability advisory groups. In addition to the SCR, she holds the CFA designation, has an undergraduate degree in Economics and Urban Studies from Queen’s University, and a Master’s in Economics and Finance from Simon Fraser University. www.r4advisory.com catherine@r4advisory.com

Catherine Ann Marshall

Catherine Ann Marshall

Ms. Catherine Ann Marshall co-founded R4 to bring specialized global investment management expertise to real estate and real asset ESG consulting. R4 is a natural evolution in her 12-year consulting history as Principal Consultant at RealAlts, a real assets investment consulting firm whose work includes ESG and TCFD reporting, new fund development, and investment strategy in Real Estate, Infrastructure, Agriculture, and Private Debt. She has an equally extensive background in hands-on ESG work as a builder, industry association leader, and sustainability expert. Prior to founding RealAlts, Catherine had extensive investment management experience as Director of Research and Strategy, Real Estate at the Canada Pension Plan Investment Board (CPPIB); Senior Vice President and Global Strategist at LaSalle Investment Management; Associate Portfolio Manager at Genus Capital Management; and Assistant Portfolio Manager, Real Estate, at the British Columbia Investment Management Corporation (BCI). She has also worked at Aon Investment Consulting as Associate Partner, Global Real Estate. Ms. Marshall was one of the first investment professionals in the world to attain the Sustainability and Climate Risk (SCR) certification in 2020. This demanding program in TCFD reporting, Green Finance and other emerging topics is offered by the Global Association of Risk Professionals. She is the ESG columnist on the Expert Panel of the Canadian Investment Review, and the former Executive Member and Treasurer of the Canada Green Building Council Toronto Chapter and has been a member of sustainability advisory groups. In addition to the SCR, she holds the CFA designation, has an undergraduate degree in Economics and Urban Studies from Queen’s University, and a Master’s in Economics and Finance from Simon Fraser University. www.r4advisory.com catherine@r4advisory.com

Bernice Miedzinski
Bernice Miedzinski is a senior investment professional with over 30 years of capital markets’ experience across alternative asset classes, including hedge funds, private equity, distressed strategies, private debt, real estate, and natural resources. Bernice’s experience includes 4 years in corporate treasury with a global mining company, and 7 years on a fixed income and currency trading floor, first at CIBC World Markets (Wood Gundy) and then at JP Morgan. Bernice then spent over 10 years as an independent investment consultant to Canadian financial institutions, pension funds and family offices, before spending 8 years as a Managing Director raising capital for global hedge funds, first at York Investment Strategies and then at Man Investments Canada. Bernice founded StarBridge Capital as a boutique alternative assets fund placement and advisory firm in 2012. For the past 15+ years, Bernice has focused exclusively on the alternative asset universe, working with both global asset managers and Canadian institutional investors and family offices across a range of alternative asset strategies. Bernice initially studied in South Africa and holds a BA degree from the University of the Witwatersrand (“Wits”) and a post-graduate diploma from The Graduate School of Business Administration at Wits. She also holds a graduate qualification in Middle Eastern Studies from Tel Aviv University. Bernice is a Fellow of the Canadian Securities Institute (“FCSI”).

Bernice Miedzinski

Bernice Miedzinski
Bernice Miedzinski is a senior investment professional with over 30 years of capital markets’ experience across alternative asset classes, including hedge funds, private equity, distressed strategies, private debt, real estate, and natural resources. Bernice’s experience includes 4 years in corporate treasury with a global mining company, and 7 years on a fixed income and currency trading floor, first at CIBC World Markets (Wood Gundy) and then at JP Morgan. Bernice then spent over 10 years as an independent investment consultant to Canadian financial institutions, pension funds and family offices, before spending 8 years as a Managing Director raising capital for global hedge funds, first at York Investment Strategies and then at Man Investments Canada. Bernice founded StarBridge Capital as a boutique alternative assets fund placement and advisory firm in 2012. For the past 15+ years, Bernice has focused exclusively on the alternative asset universe, working with both global asset managers and Canadian institutional investors and family offices across a range of alternative asset strategies. Bernice initially studied in South Africa and holds a BA degree from the University of the Witwatersrand (“Wits”) and a post-graduate diploma from The Graduate School of Business Administration at Wits. She also holds a graduate qualification in Middle Eastern Studies from Tel Aviv University. Bernice is a Fellow of the Canadian Securities Institute (“FCSI”).
Josée Mondoux

Josée Mondoux is Director of Investments for the Canadian Medical Protective Association (CMPA), responsible for the oversight of a $5.8 billion Reserve for Claims. She is a member of senior management and a primary resource within the Association for providing investment related tactical support and strategic guidance to members of senior management, the Investment Committee and Council, including asset class selection, asset–liability modelling, financial risk identification and management, portfolio design and implementation, and investment performance monitoring and reporting. She provides strategic leadership and management to the CMPA's front office, namely the public assets and private assets units, as well as the middle office responsible for the performance and risk functions. Josée is a member of the Pension Fund Investment Committee at the University of Ottawa and holds the CFA, CAIA, FMA and FCSI designations.

Josée Mondoux

Josée Mondoux

Josée Mondoux is Director of Investments for the Canadian Medical Protective Association (CMPA), responsible for the oversight of a $5.8 billion Reserve for Claims. She is a member of senior management and a primary resource within the Association for providing investment related tactical support and strategic guidance to members of senior management, the Investment Committee and Council, including asset class selection, asset–liability modelling, financial risk identification and management, portfolio design and implementation, and investment performance monitoring and reporting. She provides strategic leadership and management to the CMPA's front office, namely the public assets and private assets units, as well as the middle office responsible for the performance and risk functions. Josée is a member of the Pension Fund Investment Committee at the University of Ottawa and holds the CFA, CAIA, FMA and FCSI designations.

Paulo S. Nunes
Paulo leads Product Management for IHS Markit’s Limited Partner Managed Data Services product. Prior to joining IHS Markit, he was Vice President at Citibank within the Hedge Fund Services group responsible for the product development lifecycle for existing platforms and new product offerings. Before joining CITI, Paulo managed the operations department of a $1 billion derivatives focused asset management firm in which he helped build a proprietary back-office/middle office technology platform.

Paulo S. Nunes

Paulo S. Nunes
Paulo leads Product Management for IHS Markit’s Limited Partner Managed Data Services product. Prior to joining IHS Markit, he was Vice President at Citibank within the Hedge Fund Services group responsible for the product development lifecycle for existing platforms and new product offerings. Before joining CITI, Paulo managed the operations department of a $1 billion derivatives focused asset management firm in which he helped build a proprietary back-office/middle office technology platform.
Robert Patzelt

ROBERT PATZELT, QC, ICD.D is an executive and business lawyer with over 30 years of experience in organizational leadership, operations, mergers, and acquisitions and business development. He is also a respected Board Director for multiple organizations and the leader of a number of major initiatives in corporate, not-for-profit and non-governmental agencies including some undergoing major transformational change. He is an award-winning business leader who has levered his degrees in business, economics and his Masters’ of law to serve many organizations including most recently as CEO of a publicly traded resource company leading it through the latest severe commodity cycle downturn and a proxy battle.
He is Chair of the Northwood Foundation and he is also Chair of the Friends of Hope Cottage. He has been awarded both the Queen’s Golden and Diamond Jubilee medals for his tremendous service to Canada. In 2010, he was named co-chair of the Premier’s Council on the Economy. Most recently he was appointed Deputy Chair of the Board of Directors for Workers’ Compensation Board of Nova Scotia and he is also the Chair of the Board’s Investment Committee and oversees its $1.9 billion portfolio.

Robert Patzelt

Robert Patzelt

ROBERT PATZELT, QC, ICD.D is an executive and business lawyer with over 30 years of experience in organizational leadership, operations, mergers, and acquisitions and business development. He is also a respected Board Director for multiple organizations and the leader of a number of major initiatives in corporate, not-for-profit and non-governmental agencies including some undergoing major transformational change. He is an award-winning business leader who has levered his degrees in business, economics and his Masters’ of law to serve many organizations including most recently as CEO of a publicly traded resource company leading it through the latest severe commodity cycle downturn and a proxy battle.
He is Chair of the Northwood Foundation and he is also Chair of the Friends of Hope Cottage. He has been awarded both the Queen’s Golden and Diamond Jubilee medals for his tremendous service to Canada. In 2010, he was named co-chair of the Premier’s Council on the Economy. Most recently he was appointed Deputy Chair of the Board of Directors for Workers’ Compensation Board of Nova Scotia and he is also the Chair of the Board’s Investment Committee and oversees its $1.9 billion portfolio.

Emma Radloff
Emma Radloff is a Manager, Public Assets at NAV CANADA Pension Plan (NCPP). In her role, Emma is responsible for the investment activities of the Global Public Equities and Global Public Fixed Income allocations. Within these portfolios, Emma leads portfolio construction, investment strategy and monitoring. More recently, Emma has also been involved in the sourcing and implementation of the Plan's Private Equity program.

Emma Radloff

Emma Radloff
Emma Radloff is a Manager, Public Assets at NAV CANADA Pension Plan (NCPP). In her role, Emma is responsible for the investment activities of the Global Public Equities and Global Public Fixed Income allocations. Within these portfolios, Emma leads portfolio construction, investment strategy and monitoring. More recently, Emma has also been involved in the sourcing and implementation of the Plan's Private Equity program.
Gregory N. Racz
A co-founder of MGG, Mr. Gregory Racz serves as President and Chief Operating Officer, and is a member of the Investment Committee. Prior to Mr. Racz, he was President, Principal, and Chief Legal Officer of Hutchin Hill, a multi-billion multi-strategy hedge fund. Prior to joining Hutchin Hill, Mr. Racz co-founded Octavian Advisors, LP, a $1.4 billion multi-strategy investment fund, and served as President, Chief Operating Officer, and general counsel (2006-2009). Previously, Mr. Racz was a member of the corporate department of the law firm Wachtell, Lipton, Rosen & Katz (1999-2006). There he advised on corporate, securities, and compliance matters for Fortune 500 businesses, investment firms, and institutional and high networth clients, including ConocoPhillips, General Mills, Walt Disney Company, Citigroup, JPMorgan Chase, Fox Paine, Warburg Pincus, a Washington State Investment Board affiliate, and owners of the New Jersey Devils. Mr. Racz was also ajournalist at The Wall Street Journal and The Buffalo News (1993-1995), and worked at the Manhattan D.A.’s Office (1991-1993). Previously, Mr. Racz was clerk on the D.C. Circuit, U.S. Court of Appeals. He is a member of the Board of Trustees & Investment Committee of the NYU School of Law Foundation, and was a term member of the Council on Foreign Relations. He is a member of the P&I Research Advisory Panel. He was named a “2011 Rising Star of Hedge Funds” by Institutional Investor. Mr. Racz received his JD, Order of the Coif, magna cum laude, from NYU School of Law and his BA, magna cum laude and Phi Beta Kappa, from Dartmouth College. Mr. Racz also studied at Oxford University and Leningrad State University.

Gregory N. Racz

Gregory N. Racz
A co-founder of MGG, Mr. Gregory Racz serves as President and Chief Operating Officer, and is a member of the Investment Committee. Prior to Mr. Racz, he was President, Principal, and Chief Legal Officer of Hutchin Hill, a multi-billion multi-strategy hedge fund. Prior to joining Hutchin Hill, Mr. Racz co-founded Octavian Advisors, LP, a $1.4 billion multi-strategy investment fund, and served as President, Chief Operating Officer, and general counsel (2006-2009). Previously, Mr. Racz was a member of the corporate department of the law firm Wachtell, Lipton, Rosen & Katz (1999-2006). There he advised on corporate, securities, and compliance matters for Fortune 500 businesses, investment firms, and institutional and high networth clients, including ConocoPhillips, General Mills, Walt Disney Company, Citigroup, JPMorgan Chase, Fox Paine, Warburg Pincus, a Washington State Investment Board affiliate, and owners of the New Jersey Devils. Mr. Racz was also ajournalist at The Wall Street Journal and The Buffalo News (1993-1995), and worked at the Manhattan D.A.’s Office (1991-1993). Previously, Mr. Racz was clerk on the D.C. Circuit, U.S. Court of Appeals. He is a member of the Board of Trustees & Investment Committee of the NYU School of Law Foundation, and was a term member of the Council on Foreign Relations. He is a member of the P&I Research Advisory Panel. He was named a “2011 Rising Star of Hedge Funds” by Institutional Investor. Mr. Racz received his JD, Order of the Coif, magna cum laude, from NYU School of Law and his BA, magna cum laude and Phi Beta Kappa, from Dartmouth College. Mr. Racz also studied at Oxford University and Leningrad State University.
George Rossolatos
George Rossolatos has over 20 years’ experience as an investor, entrepreneur, and leader. At CBGF, he is responsible for the strategic direction and management of the Fund. George joined the CBGF as its founding CEO in 2018, bringing a passion to help entrepreneurs across Canada grow their companies and ‘think bigger’. Before joining the Fund, George was CEO of Avante Logixx Inc. (TSXV:XX) from 2010 -2017. As an investor and operator at Avante, his mandate was to determine the company's strategic direction and vision and execute the go forward plan which included an operational turnaround. Prior to Avante, George worked in the private equity industry for 10 years. He was a partner and co-founder of TorQuest Partners Inc. a mid-market Canadian private equity fund from its inception in early 2002 until 2010. George’s previous roles included experience as an investment principal at Harrowston Inc., a publicly traded merchant bank, and five years with Ernst & Young LLP managing a group focused on middle market companies. As a Fellow of the Chartered Public Accountants (FCPA - Ontario), George holds an MBA from the Kellogg School of Management and a B.Com. (Honours) from Queen’s University and was born and raised on Ottawa. He was recognized in 2007 as one of Canada's Top 40 under 40 and is a member of the Young Presidents' Organization.

George Rossolatos

George Rossolatos
George Rossolatos has over 20 years’ experience as an investor, entrepreneur, and leader. At CBGF, he is responsible for the strategic direction and management of the Fund. George joined the CBGF as its founding CEO in 2018, bringing a passion to help entrepreneurs across Canada grow their companies and ‘think bigger’. Before joining the Fund, George was CEO of Avante Logixx Inc. (TSXV:XX) from 2010 -2017. As an investor and operator at Avante, his mandate was to determine the company's strategic direction and vision and execute the go forward plan which included an operational turnaround. Prior to Avante, George worked in the private equity industry for 10 years. He was a partner and co-founder of TorQuest Partners Inc. a mid-market Canadian private equity fund from its inception in early 2002 until 2010. George’s previous roles included experience as an investment principal at Harrowston Inc., a publicly traded merchant bank, and five years with Ernst & Young LLP managing a group focused on middle market companies. As a Fellow of the Chartered Public Accountants (FCPA - Ontario), George holds an MBA from the Kellogg School of Management and a B.Com. (Honours) from Queen’s University and was born and raised on Ottawa. He was recognized in 2007 as one of Canada's Top 40 under 40 and is a member of the Young Presidents' Organization.
Ramy Rayes
Ramy Rayes joined BCI in July 2016. With $171.3 billion of managed assets as of March 31, 2020, BCI is one of Canada’s largest institutional investors within the global capital markets. Ramy leads the Strategic Asset Allocation team and is responsible for research and recommendations related to clients’ asset allocation, investment strategies, and a wide range of otherinvestment topics. In particular, Ramy leads research and prepares and presents asset-liability studies and asset mix reviews for BCI’s clients. Prior to joining BCI, Ramy spenta decadeat Morneau Shepell in Montreal as a Principal, Asset and Risk Management where he advised employers on all aspects of asset & liability management for pension funds. Previous to this, Ramy was a Senior Analyst, Pension and Benefits at Laurentian Bank of Canada for2 years. Ramy holds a Bachelor of Science in Mathematics with a specialization in Actuarial Science from the University of Montreal. Ramy is also anAssociate of the Society of Actuaries and the Canadian Institute of Actuaries, and Financial Risk Manager from the Global Association of Risk Professionals.

Ramy Rayes

Ramy Rayes
Ramy Rayes joined BCI in July 2016. With $171.3 billion of managed assets as of March 31, 2020, BCI is one of Canada’s largest institutional investors within the global capital markets. Ramy leads the Strategic Asset Allocation team and is responsible for research and recommendations related to clients’ asset allocation, investment strategies, and a wide range of otherinvestment topics. In particular, Ramy leads research and prepares and presents asset-liability studies and asset mix reviews for BCI’s clients. Prior to joining BCI, Ramy spenta decadeat Morneau Shepell in Montreal as a Principal, Asset and Risk Management where he advised employers on all aspects of asset & liability management for pension funds. Previous to this, Ramy was a Senior Analyst, Pension and Benefits at Laurentian Bank of Canada for2 years. Ramy holds a Bachelor of Science in Mathematics with a specialization in Actuarial Science from the University of Montreal. Ramy is also anAssociate of the Society of Actuaries and the Canadian Institute of Actuaries, and Financial Risk Manager from the Global Association of Risk Professionals.
Alison Schneider
Alison Schneider is Vice President, Responsible Investing at AlMCo in Edmonton, Alberta. She is a recipient of the Canada Clean 50 Top Project Award, chairs the GRESB Infrastructure advisory board and the shareholder responsibility committee of ICGN. She sits on committees for CSA Group, CCGG, the G7 ILN and PRI. Alison is a published author, (The New Frontiers of Sovereign Investment 2017), co-authored ICGN’s Guidance on Diversity (2016), ICGN’s Guidance on Fiduciary Duty (2018) and actively contributes to the development of national and global sustainable finance frameworks. Alison is a volunteer instructor for the Canadian Climate Law Initiative, Institute of Corporate Directors ILN’s Sustainable Infrastructure Fellowship program. She enjoys organizing local International Women’s Day events and is past-president and founder of Edmonton’s professional chapter of Net Impact (2011)

Alison Schneider

Alison Schneider
Alison Schneider is Vice President, Responsible Investing at AlMCo in Edmonton, Alberta. She is a recipient of the Canada Clean 50 Top Project Award, chairs the GRESB Infrastructure advisory board and the shareholder responsibility committee of ICGN. She sits on committees for CSA Group, CCGG, the G7 ILN and PRI. Alison is a published author, (The New Frontiers of Sovereign Investment 2017), co-authored ICGN’s Guidance on Diversity (2016), ICGN’s Guidance on Fiduciary Duty (2018) and actively contributes to the development of national and global sustainable finance frameworks. Alison is a volunteer instructor for the Canadian Climate Law Initiative, Institute of Corporate Directors ILN’s Sustainable Infrastructure Fellowship program. She enjoys organizing local International Women’s Day events and is past-president and founder of Edmonton’s professional chapter of Net Impact (2011)
Terri Troy
Terri Troy, CFA, ICD.D is C0-Founder of Placemore Capital Inc., an advisory firm that works closely with investment managers/GPs and accredited investors to match the right solutions with the right partners. In 2018 Terri retired as CEO of the Halifax Regional Muncipality Pension Plan. She has more than 25 years of experience in investment management, pensions, corporate strategy, and mergers and acquisitions. As CEO of the Halifax Regional Municipality Pension Plan, she transformed the governance structure, investment strategy, and customer service function. Innovative investment strategies implemented included factor investing, portable alpha, and a significant emphasis on private investments including co-investments, syndications/club deals with other large institutional investors, and direct investments, etc. While CEO, Terri was a Board member of a UK based energy company and a Board member of a Canadian financial services corporation. She was a member of Investor Advisory Committees for various global private investments including UK, European and US private equity; UK, Australian and Canadian infrastructure; European, UK, Asian, US and Canadian real estate; and European, UK, and US private debt. Prior to the CEO role, Terri was responsible for the investment strategy for RBC’s 33 global pension plans between 2000-2006. Prior to RBC, Terri held various roles at CIBC including corporate strategy, mergers & acquisitions, and wealth management. Terri has held various leadership roles in the pension industry including being a Board Member of the Pension Investment Association of Canada (PIAC), Chair of PIAC, Chair of PIAC’s Investment Practices Committee and Chair of PIAC’s Government Relations Committee. Terri was a member of the International Limited Partnership’s Association’s Education Committee 2016-2018 and is currently on ILPA’s Teaching Faculty. Over the course of her career, Terri has received many awards including the Leading Pension Plan Sponsor Award and the Top 25 Most Influential Plan Sponsors. Terri has an MBA from York University and an HBBA from Wilfrid Laurier. She also holds the CFA charter and completed the ICD Rotman, Directors Education Program.

Terri Troy

Terri Troy
Terri Troy, CFA, ICD.D is C0-Founder of Placemore Capital Inc., an advisory firm that works closely with investment managers/GPs and accredited investors to match the right solutions with the right partners. In 2018 Terri retired as CEO of the Halifax Regional Muncipality Pension Plan. She has more than 25 years of experience in investment management, pensions, corporate strategy, and mergers and acquisitions. As CEO of the Halifax Regional Municipality Pension Plan, she transformed the governance structure, investment strategy, and customer service function. Innovative investment strategies implemented included factor investing, portable alpha, and a significant emphasis on private investments including co-investments, syndications/club deals with other large institutional investors, and direct investments, etc. While CEO, Terri was a Board member of a UK based energy company and a Board member of a Canadian financial services corporation. She was a member of Investor Advisory Committees for various global private investments including UK, European and US private equity; UK, Australian and Canadian infrastructure; European, UK, Asian, US and Canadian real estate; and European, UK, and US private debt. Prior to the CEO role, Terri was responsible for the investment strategy for RBC’s 33 global pension plans between 2000-2006. Prior to RBC, Terri held various roles at CIBC including corporate strategy, mergers & acquisitions, and wealth management. Terri has held various leadership roles in the pension industry including being a Board Member of the Pension Investment Association of Canada (PIAC), Chair of PIAC, Chair of PIAC’s Investment Practices Committee and Chair of PIAC’s Government Relations Committee. Terri was a member of the International Limited Partnership’s Association’s Education Committee 2016-2018 and is currently on ILPA’s Teaching Faculty. Over the course of her career, Terri has received many awards including the Leading Pension Plan Sponsor Award and the Top 25 Most Influential Plan Sponsors. Terri has an MBA from York University and an HBBA from Wilfrid Laurier. She also holds the CFA charter and completed the ICD Rotman, Directors Education Program.

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