 | RANDY BAUSLAUGHPartner, McCarthy Tetrault | Randy Bauslaugh leads McCarthy Tétrault's national Pensions, Benefits & Executive Compensation practice.
Randy is an independent expert Trustee for one of Canada's largest ELHTs, recently established in October 2016 to oversee implementation and administration of the consolidation of Life, Health and Dental Benefits for approximately 45,000 English Catholic Teachers throughout Ontario. He is an active supporter of many industry associations. Randy actively engages in community service: currently he serves as a Director on the Boards of the Canadian National Exhibition Association and the Scarborough Hospital Foundation.In 2014, Randy was inducted into the CPBI Hall of Fame at a ceremony in Boston, Massachusetts. He is recognized as one of Canada’s leading pensions & benefits lawyers.
He is ranked Most Frequently Recommended by Canadian Legal Lexpert Directory and Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada, and was named Toronto’s 2019 Employee Benefits Law “Lawyer of the Year”.
Randy obtained a BA from the University of Waterloo in 1977 and his LLB from Osgoode Hall Law School in 1981. He was called to the Ontario Bar in 1983. |
| | |  | ANDREW CROLL, CFA, CAIAVice President & Director - Alternative Investments, TD Asset Management | Andrew is Vice President & Director, Alternative Investments at TD Asset Management, and is part of the Senior Management Team overseeing the Alternative Investments platform.
Andrew joined the Toronto office in early 2013. In his role, he actively works with clients and the investment consulting community to ensure they are well informed regarding the firm’s alternative investments platform.
Prior to joining the firm, Andrew worked at Mercer Investments in Manager Research, where he was responsible for evaluating and recommending investment managers for Mercer’s institutional clients. Prior to that, he worked in the Investment Consulting practice at Aon Hewitt.
Andrew holds a Bachelor of Commerce (Honours) from McMaster University and is also a CFA and CAIA charterholder |
| | |  | Michael L. De Juan, CIM®, CAIADirector of Portfolio Strategy - Global Asset Allocation, Northern Trust
| Michael is Senior Vice President and Director of Portfolio Strategy, Global Asset Allocation. He oversees the Portfolio Construction Desk, Canadian Multi-Manager Funds, and Investment Oversight functions for third-party investment platforms. Michael is supported by a team of Portfolio Strategists engaged in asset allocation, portfolio construction, quantitative research, and investment risk measurement for traditional and alternative asset classes. Michael joined Northern Trust in 2001 as a Research Analyst for Multi-Manager Investments providing external manager research, due diligence and monitoring support for Canada’s suite of multi-manager funds, of which his team now currently manages.
Prior to joining Northern Trust, Michael spent four years in several investment & finance positions with Laketon Investment Management and Spectrum Investments (a subsidiary of Sun Life Assurance).
He earned his Bachelor of Commerce degree majoring in Accounting & Finance at Ryerson University. Michael also completed a Master’s degree in Finance with additional coursework in Financial Technology and Artificial Intelligence at Smith School of Business, Queen’s University. He also holds the Chartered Investment Manager (CIM®) and the Chartered Alternative Investment Analyst (CAIA) designations. |
| |  | James HarknessExecutive Director, MSCI Real Estate & Infrastructure | James is the Executive Director responsible for client coverage in Canada and the US. In his role, James is responsible for growing the number of contributors into the IPD direct real estate and infrastructure indexes.
His mandate includes helping owners of direct assets select performance measurement benchmarks, integrating MSCI analytics into client portfolio management activities and assisting in creating portfolio risk management strategies.
Before joining MSCI, James was a sales executive at StatPro, a provider of multi-asset class portfolio analytics and asset pricing services for the global asset management industry.
James has a degree in Mechanical Engineering and an MBA from Queen’s University. James is a licensed as a professional engineer by Professional Engineers Ontario. |
| |  | Jaclyn DaitchmanVice President, ESG Consultant, MSCI | After five years as an analyst on the MSCI ESG Research team, Jackie is now responsible for helping Canadian asset owner and asset manager clients integrate MSCI ESG Research into their investment decision-making processes. Previously, as Consumer Sector research lead and Canadian market research lead, Jackie conducted client training seminars and spoke at events on topics such as forced labour and climate change. Prior to joining MSCI, Jackie worked in corporate social responsibility, with a focus on the agricultural and mining industries in Latin America and West Africa. She is fluent in Spanish and French and holds a Bachelor of Arts degree in Economics from the University of South Carolina and Master of Applied Environmental Science and Management degree from Ryerson University.
Jackie sits on the external advisory committee of the Ryerson University Institute for the Study of Corporate Social Responsibility and co-leads the Toronto Responsible Investment Working Group’s Climate Workstream and the Toronto Chapter of Women Investing for a Sustainable Economy (WISE). She serves as one of two Canadian representatives on the Joint Public Advisory Committee of the Canada-Chile Commission for Environmental Cooperation. |
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| James BurronPresident, Canadian Association of Alternative Strategies & Assets (CAASA) | James co-founded CAASA in response to industry support for a Canadian alternatives association to serve all aspects including: hedge / alternative strategies; private lending; private real estate; private equity; plus emerging areas where Canada is a leader such as digital assets / blockchain and robo-advisors.
Prior to CAASA, James was the Chief Operating Officer of AIMA Canada where his team of three worked with 12 committees to produce 50-60 events per annum across Canada, organize 100+ committee meetings, and increase member numbers over his 7-year tenure from 66 to 164 corporate entities.
James also has experience in research and writing for the CAIA Association as well as serving on CAIA’s Exam Council and as a grader for the Level II portion of the exam. He also had roles in institutional sales and FoHF structuring in Seoul, South Korea, as a Product Manager at ICICI Wealth Management, and an Investment Advisor at RBC Dominion Securities. He graduated from Simon Fraser University with a BBA (Finance). |
| |  | Andrew Knox, CFA
Institutional Portfolio Manager , Franklin Real Asset Advisors | Andrew is Institutional Portfolio Manager for Franklin Real Asset Advisors, with primary responsibility for providing clients with perspective and insight on FRAA's private and public real estate and listed infrastructure products globally.
With over 22 years of experience in the investment industry, Mr. Knox has held positions in portfolio management, research, and client service within both the institutional and high net worth markets. Since joining Franklin Templeton in 2006, Mr. Knox has been responsible for managing and developing institutional client relationships in Western Canada and was a member of the Franklin Templeton Institutional Asset Mix Committee since 2008. From February 2011 until December 2017, Mr. Knox was the co-lead manager of the Franklin Templeton Institutional Balanced Trust. Over his tenure, Mr. Knox has designed and implemented investment solutions for a diverse client base - including pension and benefit plans, educational endowments, First Nations, foundations, individuals and corporations. Mr. Knox also served as a member of the Franklin Templeton Pension Committee, a Defined Contribution Pension Plan with 700 members and $70 Million in AUM.
Prior to joining the firm, Mr. Knox was a portfolio manager and analyst for a major Canadian investment counsellor. Mr. Knox holds a bachelor's degree in commerce from the University of Manitoba. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) Charterholder |
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| Walter ViguilioukPrincipal on the Responsible Investing Team Ontario Teachers' Pension Plan | Walter Viguiliouk is a Principal on the Responsible Investing Team at the Ontario Teachers’ Pension Plan, where he leads engagements with publicly traded companies. He also helps develop the organization’s engagement and responsible investing strategies. Previously, Walter was an Associate Portfolio Manager at Jarislowsky Fraser Global Investment Management, where he focused on fundamental equity research, institutional portfolio management, and helped develop the U.S. and international institutional client strategy. He also played a key role in founding the firms Sustainable Investing Committee. Prior to that, he was as an Investment Analyst at the office of the Ombudsman for Banking Services and Investments (OBSI), where he worked on developing proprietary models for assessing investor risk profiles and portfolio suitability.
Walter has completed board governance training at the Institute for Governance of Private and Public Organizations (IGOPP) and the Institute of Corporate Directors (ICD), and is part of the First Cohort globally to earn the SASB Fundamentals of Sustainability Accounting (FSA) Credential.
Walter maintains an active role in the community having served on multiple not-for-profit boards and committees over the past ten years. He is currently a member of the Investment Stewardship Committee at the Pension Investment Association of Canada (PIAC), a member of the Global Forum for Sustainability at the Association of Chartered Certified Accountants (ACCA) and is a lecturer at York University in Toronto. |
| |  | Margaret ChildeDirector, Environmental, Social and Governance (ESG) Research and Integration, Manulife Asset Management
| Margaret is responsible for working collaboratively and proactively with Manulife AM’s Canada-based investment teams on ESG integration, identifying and managing ESG risks and opportunities for Canadian portfolios. Margaret also works on global ESG integration projects and methodologies for ESG product development, and represents Manulife AM’s ESG capabilities among the local investment community.
Previously, Margaret was a senior manager of ESG advisory services at Sustainalytics, where she helped asset owners and investment managers in Canada and the US to develop and implement sustainable and responsible investment strategies, including ESG integration and impact investing solutions. Prior to that, Margaret managed RBC Capital Market’s collateral management desk and was an associate on the Global Equity Linked Products desk.
Earlier in her career, Margaret worked for Save the Children and the Intergovernmental Oceanographic Commission. Margaret is fluent in French. |
| |  | Duncan Burrill Managing Director / CEO, CBC Pension Plan
| Duncan is the Managing Director / CEO of the CBC Pension Plan. In this role he is responsible for coordinating a team of 24 dedicated employees who manage the Plan’s $7 billion investment portfolio and provide outstanding pension administration services to the more than 19,000 members of the Plan. As the Chief Executive Officer, he works in partnership with the CBC Pension Board of Trustees to accomplish the organization’s mission and vision. Mr. Burrill joined the CBC Pension Plan in 2005 as the Risk Manager and played a key role in the implementation and refinement of the Plan’s liability driven investment strategy. Mr. Burrill is active in the pension management industry. He is currently the Chair of the Association of Canadian Pension Management’s (ACPM) Federal Council. Mr. Burrill holds a Bachelor of Commerce degree from Concordia University and a Master of Business Administration degree from Queens University.
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|  | Dr. Caroline CakebreadFounder ofCanadian Leadership Congress | | Before founding the Canadian Leadership Congress, Caroline spent 17 years producing and hosting Canada's top pension events. As a pension expert, she has consulted with Canada’s top pension boards to enhance management-trustee conversations and improve communication on complex topics such as pension risk and liability-driven investing. She recently authored a paper on pension governance with Hugh O'Reilly and Louise Greig for the CD Howe Institute and she is the author of the book, Back From the Brink: Lessons from the Canadian ABCP Crisis (2016). She has a PhD in English from the Shakespeare Institute, University of Birmingham, and continues to lecture and publish on Shakespeare and contemporary culture. |
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| Andrew GreeneCIM Director - Pension Investments Toronto Transit Commission Pension Fund Society | Andy Greene, CIM,CAIA has over 20 years of investment experience in both the U.S. and Canada as a plan sponsor, portfolio manager, and investment. Andy is the Director, Pension Investments for the Toronto Transit Commission (TTC) Pension Fund Society, a $7bln defined benefit plan. Prior to this Andy spent eight years at OPTrust, primarily as Director, Public Market Investments overseeing $9bln in assets across equities, fixed income and hedge funds. Before his work at OPTrust, Andy worked as Northern Trust Asset Management, the University of Wisconsin Foundation and Willis Towers Watson. He holds an M.A. in Applied Economics from Binghamton University and a B.A. in Economics from Ithaca College, the Certified Investment Manager (CIM) and Chartered Alternatives Analyst (CAIA) designations, and is a member of the CFA Institute and CFA Society of Toronto. Andy serves on the Investment Committee for the United Church of Canada Pension Plan and the Leadership Council for Capitalize for Kids, which is a community of financial professionals who invest in kids’ mental health research and services |
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