CAIA Vancouver 6th Annual Alternative Investment Outlook Forum
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CAIA Canada, The AIMA Canada BC Committee & PRMIA present:
The 6th Annual Alternative Investment Outlook Forum
On March 3rd at the Vancouver Club
Please join us on March 3, 2015 for our 6th Annual Alternative Investment Outlook Forum featuring moderated panel discussions with leading industry professionals.
The Forum will see panelists from across the Alternative Investment industry discuss results from 2014, asset/industry outlook for the coming year and investment allocation trends. Following each discussion, the panel will be open for questions from the floor.
There will be a Networking Reception after the Forum.
Featuring 2 Panels:
Hedge Funds:
Michael Quinn, Partner & CIO, RP Investment Advisors
Trevor Giles, Vice President & CCO, Inflection Management
Sanja Simic, Executive Director, Robert L. Conconi Foundation
Real Assets (commodities, real estate, infrastructure):
Jodie Gunzberg, Global Head of Commodity Indices, S&P Dow Jones Indices
Jeremy Bell, Partner, George & Bell Consulting
Darren Spencer, Director & Client Portfolio Manager, Alternative Investments, Russell Investments
Schedule:
3:00pm - 3:30pm Registration
3:30pm - 5:30pm Panel Discussions
5:30pm - 7:00pm Cocktail Reception
Fees:
AIMA & PRMIA members: US$25
CAIA Members & Candidates: US$25
Non-member guests: US$35
Speaker Bios
Jeremy Bell, FCIA, FSA, CFA
Partner, George and Bell Consulting
Jeremy has worked in the pension, benefits and investment fields for 13 years. He advises clients on actuarial and investment matters related to pension and benefit plans. He also advises lawyers and provides expert witness testimony.
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 approximately $1 billion health and welfare trust.
Prior to his role at Healthcare Benefit Trust, he gained pension and investment experience working at major consulting firms. 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 previously provided testimony to the Manitoba Public Utility Board on investment issues. Jeremy also previously provided testimony in a legal case that was accepted as expert testimony within the BC Supreme Court.
Jeremy is a frequent speaker at industry events. Recent speaking engagements include: Canadian Pension & Benefits Institute, Federated Press, Canadian Institute of Actuaries and the Canada Cup of Investment Management.
Jeremy is a Fellow of the Canadian Institute of Actuaries and a Fellow of the Society of Actuaries. He is also a Chartered Financial Analyst charterholder.
Jeremy is active with the Canadian Institute of Actuaries with various volunteer commitments. He is also a member of British Columbia Municipal Pension Board of Trustees and an External investment committee member of Alberta Public Service Pension Board.
He graduated from the University of Victoria in 2000 with a Bachelor of Science in Honours Mathematics. He earned the Jubilee Medal from the University of Victoria, awarded to the student with the highest graduating grade point average in the Faculty of Science.
Trevor Giles, CFA, CMA
VP Investments and CCO, Inflection Management
Trevor Giles joined Inflection Management in 2010 to oversee Compliance, Trading and Investor Relations.
From 1999 to 2009, Mr. Giles was Executive Vice President of Investments of Westcap Mgt. Ltd, the investment manager for the Golden Opportunities Fund, a Saskatchewan Labour-sponsored venture capital fund with over $155 million under management.
From 2002 to 2008, Mr. Giles was on the Board of Directors and a joint owner of Ralph McKay Industries Inc., North America’s leading producer of tillage tools, with factories in Canada and the United States. From 1995 to 2000, Mr. Giles was Vice President of Bromar Enterprises Ltd., a privately held management company with operations in Canada and the United States. From 1992 to 1995, Mr. Giles was employed at CIBC Wood Gundy Securities Inc. in various capacities: From 1994 to 1995 Mr. Giles was an Associate Portfolio Manager, providing sophisticated investment advice to high net worth clients; Mr. Giles established CIBC Wood Gundy’s foreign currency bond trading department for Canada and served as Foreign Currency Bond Desk Manager, co-managing a $260 million bond book from September 1993 to July 1994; and from December 1992 to August 1993 he was a Fixed Income Specialist liaising between institutional bond traders and brokers in Toronto and Montreal. During his time at Wood Gundy Mr. Giles worked on various teams including high yield debt, currency and rate futures, and a $750 million bond optimization project for a large client. Prior to 1992, Mr. Giles served as Investment Executive with Burns Fry Limited and was Treasury Manager with a Saskatchewan Crown Corporation.
Jodie M. Gunzberg, CFA
Global Head of Commodity Indices, S&P Dow Jones Indices
Jodie M. Gunzberg is global head of commodities at S&P Dow Jones Indices. Jodie is responsible for the product management of S&P DJI Commodity Indices, which include the S&P GSCI and DJCI, among the most widely recognized commodity benchmarks in the world. The indices represent the global commodity market and are most commonly used for the historical benefits of inflation protection and diversification to stocks and bonds.
Prior to joining S&P Dow Jones Indices, Jodie worked for more than a decade analyzing commodities in various roles within the investment management and consulting business. Most recently, Jodie was the chief investment strategist for an investment consulting firm. In her role she oversaw more than 350 plans ranging in size from USD 10 million to USD 13 billion and totaling more than USD 85 billion in assets. Jodie has published many industry pieces on hedge funds and commodity investing and is a frequent speaker and moderator. She is commonly quoted by the press and has been a guest on BloombergTV, CNBC, Fox Business, Reuters, Channel NewsAsia, ETNow and CCTV2.
Jodie is a CFA charterholder, member of the CFA Institute and of NYSSA. She is also a former director of the Board of Directors for CFA Chicago. She received her MBA from the University of Chicago, Booth School of Business, and earned a B.S. in Mathematics from Emory University.
Michael Quinn, MBA
Partner & CIO, RP Asset Management
Michael Quinn is a former Managing Director at RBC Capital Markets, where he managed the European and North American credit trading businesses, working in Toronto, London and New York. Mr. Quinn’s responsibilities included the global proprietary credit trading business and management responsibility for the Global Structured Credit and worked closely with senior management in hedging credit risk and counterparty exposure in various fixed income businesses. In his 15 years with RBC Capital Markets, Mr. Quinn held increasingly senior roles focused primarily on proprietary credit trading and management of global credit trading desk exposures. Prior to joining RBC Capital Markets, Mr. Quinn worked for a leading Toronto-based real estate developer as a Leasing Manager.
Mr. Quinn holds a B.Comm. from Queen’s University and a MBA from the University of British Columbia.
Darren Spencer
Director & Client Portfolio Manager, Alternative Investments, Russell Investments
Darren Spencer is a client portfolio manager, alternative investments for Russell Investments. Based in New York, Darren is responsible for working with Russell’s asset management clients in North America to develop and implement alternative investment solutions.
Darren joined Russell in January 2011, and until January 2014, was responsible for directing the development and implementation of alternative investment strategies for Russell’s consulting clients in North America.
Prior to joining Russell, Darren worked as a director for Dorchester Capital Advisors since September 2008. From March 2003 through September 2008, Darren was global head of alternative investments at Aon Investment Consulting in Chicago. In that role he was responsible for the development of Aon’s alternative investment research and consulting platform. He was the primary architect of Aon’s alternative investment research process and primary consultant on alternative investing for Aon’s North American consulting clients.
Prior to relocating to Chicago, Darren was based in Sydney, Australia where he was a co-founder of Aon’s investment consulting practice in Australia. Darren has extensive global experience in alternative investment manager research as well as the implementation of alternative investments into client portfolios across a broad range of strategies, including: hedge funds, private equity, infrastructure and real estate.
This event is kindly sponsored by:
