directories combined may 2014

Rotman ICPM Discussion Forum – June 2014 – Speaker Directory

Event Information Hotel On Your Own Conference Address +1 416.925.4153 Rotman ICPM A preferred hotel will not be arranged by ICPM OECD Conference Centre +1 416.803.6616 Ann Henhoeffer cell 2, rue André Pascal +1 647.270.5888 Karen Clarke cell To view hotels near the conference location 75775 Paris Cedex 16 www.oecd/site/conferencecente/hotelsclosttooecd.htm Paris France

Rotman ICPM Discussion Forum June 2-3-4, 2014

SPEAKER DIRECTORY At May 13, 2014

, 20142014,

http://www.oecd/site/conferencecente/hotelsclosttooecd.htm


Keith Ambachtsheer

Rotman ICPM (Canada) Phone: Email:

+1.416.925.4153 [email protected]

Director Emeritus

Keith Ambachtsheer is Director Emeritus of the Rotman International Centre for Pension Management (ICPM), an Adjunct Professor of Finance, Academic Director of the Rotman-ICPM Board Effectiveness Program, and Publisher and Editor of the Rotman International Journal of Pension Management. His firm, KPA Advisory Services Ltd., has provided advice to governments, industry associations, pension-plan sponsors, foundations and other institutional investors since 1985. He is the co-founder of CEM Benchmarking Inc. which monitors the performance of 300 pensions worldwide. Keith has authored three books on pension management and has received numerous industry awards.

Pablo Antolin-Nicolas

Organisation for Economic Co-Operation and Development (FRANCE)

Phone: Email:

+33.1.45.24.90.86 [email protected]

Economist

Pablo Antolin is Principal Economist and Head of the Private Pension Unit of the OECD Financial Affairs Division. He manages the research and policy programme of the Working Party on Private Pensions, a body that brings together policymakers, regulators and the private sector of almost 40 countries around the world. His work covers issues related to the operation and regulation of funded retirement income systems. In the past, he has worked on the impact of ageing populations on the economy and on public finances. He has produced several studies examining options available to reform pension systems in several OECD countries, including public pensions. Previously, he worked at the IMF and at the OECD Economic Department. He has published journal articles on ageing issues as well as labour market issues. Mr. Antolín has a PhD in Economics from the University of Oxford and an undergraduate degree in Economics from the University of Alicante (Spain).

Ruulke Bagijn

PGGM (Netherlands) Phone: Email:


Chief Investment Officer Private Markets

Ruulke Bagijn is Chief Investment Officer Private Markets of PGGM and member of the management team of PGGM Investment Management. Ruulke joined PGGM in October 2009 as head of Private Equity coming from 4RAE, a private-equity fund focused on renewable energy, where she was Managing Director. Prior to that, she headed the Principal Investment Group of ABN AMRO in London and was a member of the management team and investment committee of the wider Structured Capital Group. Ruulke previously spent time within ABN AMRO in the Infrastructure Capital Group in London and in M&A Advisory Group in Amsterdam. Before joining ABN, Ruulke held positions at ING as an economic analyst. Ruulke holds an MSc in Business Economics from Erasmus University in Rotterdam and is a CFA Charterholder.


Rob Bauer

Rotman ICPM (Netherlands)

Phone: Email:


Executive Director

Rob Bauer is the Executive Director of Rotman International Centre for Pension Management (ICPM). He is internationally recognized for his research focus on pension funds, mutual funds, behavioral finance, socially responsible investments (SRI) and corporate governance. His investment consulting firm advises pension funds and institutional asset managers on pension and investments related subjects. He is also Professor of Finance (chair: Institutional Investments) at Maastricht University, School of Business and Economics in the Netherlands and teaches at various executive courses. His academic work has been published in various professional and academic research journals around the world.

Ole Beier Sørensen

Danish Labour Market Supplementary Pension (ATP) (Denmark)

Phone: Email:

+45.4820.4349 [email protected]

Chief of Research and Strategy

Ole Beier Soerensen (1959) heads ATP’s research activities on pension policy and other areas of public policy. He has a Ph.D. degree in Social Geography from the University of Copenhagen and his research covers a broad range of issues related to pension systems, pension reform and pension management. In resent years he has focussed particularly on pension reform issues and on non-financial investment risks – among them social responsibility and climate change. Mr. Soerensen is a board member at the International Centre for Pension Management at the Rotman Business School in Toronto, Canada and he is a member of the advisory board at the Centre for Pension law at the University of Copenhagen, Denmark. Mr. Soerensen has worked with ATP for 20 years. Before joining ATP he held research positions at the University of Copenhagen.


Samuel Berger

Albright Capital Management (USA)

Phone: Email:

N/A +1.202.637.5698

Chair of Albright Stone Group and Principal of affiliated Albright Capital Management, former National Security Adisor for the Clinton Administration

Samuel R. Berger is Chair of ASG, and is actively involved across the firm’s engagements and regions, with a strong focus on Asia, Russia and Central Asia, and the Middle East. Drawing on experiences at the highest levels of government and in the private sector, Mr. Berger helps clients successfully navigate emerging economies and beyond. Mr. Berger has had a distinguished career in both the public and private sectors. From 1997-2001, he served as National Security Advisor to President Bill Clinton. In that capacity, Mr. Berger drove policy across a range of issues – the fight against terrorism; Iraq; advancing the peace process in the Middle East; and strengthening the U.S. relationship with India and China, among others. Previously, he served as Deputy National Security Advisor during President Clinton’s first term; as director of national security for the 1992 Clinton-Gore Transition; and as Senior Foreign Policy Advisor to Governor Clinton during the 1992 presidential campaign. Prior to his service in the Clinton Administration, Mr. Berger spent 16 years in the Washington law firm of Hogan & Hartson, where he headed the firm’s international group. Earlier, Mr. Berger served as special assistant to then New York City Mayor John Lindsay and as a legislative assistant to U.S. Senator Harold Hughes of Iowa, and to Congressman Joseph Resnick of New York. Mr. Berger also served as deputy director of the policy planning staff at the U.S. Department of State under Secretary Cyrus Vance. Mr. Berger is an active participant the U.S. Chamber of Commerce's "U.S.-China CEO and Former Senior Officials' Dialogue," Aspen Strategy Group and the U.S.-India Strategic Dialogue and serves on the International Advisory Council of the Brookings Doha Center. He is also a member of the International Crisis Group Board of Trustees, and serves on the Advisory Board of America Abroad Media, the Board of Directors of World Food Program U.S., and the Board of Directors of CDC Development Solutions (formerly Citizens Development Corps). Mr. Berger received his B.A. degree from Cornell University and his J.D. degree from Harvard Law School.


Gabriel Bernardino

European Insurance and Occupational Pensions Authority (EIOPA) (Germany)

Phone: Email:

+49.69.95.1119.352 [email protected]

Chairman

Gabriel Bernardino is Chairman of the European Insurance and Occupational Pensions Authority (EIOPA). He is responsible for the strategic direction of EIOPA and represents the Authority at the Council of the European Union, the European Commission and the European Parliament. Mr. Bernardino prepares the work of EIOPA’s Board of Supervisors and also chairs the meetings of the Board of Supervisors and the Management Board. Mr. Bernardino is the first Chairperson of EIOPA. He was elected by the Board of Supervisors of EIOPA on 10 January, 2011. His nomination followed a pre-selection of the European Commission and was confirmed by the European Parliament after a public hearing held on 1 February, 2011. Mr. Bernardino assumed his responsibilities on 1 March, 2011. Prior to his current role, Mr. Bernardino was the Director General of the Directorate for Development and Institutional Relations at the Instituto de Seguros de Portugal (ISP). He has served in several positions of increasing responsibility since he joined the ISP in 1989 and represented EIOPA’s preceding organisation, CEIOPS, as Chairman between October 2009 and December 2010.

Lans Bovenberg

University of Tilburg / NETSPAR (Netherlands)

Phone: Email:


Scientific Advisor

Lans Bovenberg is a professor of economics at Tilburg University. He has published extensively in the leading international journals on a variety of topics: public economics, tax policy, environmental economics, institutional economics, pensions and aging, international macroeconomics and labor economics. Lans Bovenberg is one of the most-cited Dutch economists in the international academic literature. At the same time, for more than two decades now, he has been the most-cited Dutch economist in policy-oriented journals aimed at practitioners and policymakers. In 2003, Lans Bovenberg won the Spinoza prize --the most prestigious and highest academic award in the Netherlands. With the prize money, he founded the research network Netspar.


Dirk Broeders

De Nederlandsche Bank (DNB) (Netherlands)

Phone: Email:


Senior Strategy Advisor

Dirk Broeders (1969) is a Senior Strategy Advisor at the supervisory policy division within De Nederlandsche Bank and a specialist in regulation of pension funds. Previous to joining the supervisor Dirk was head of research and strategy at a medium large Dutch asset manager and responsible for strategic and tactical asset allocation decisions. Dirk holds a PhD in economics from Tilburg University and is a certified European Financial Analyst. He is one of the editors of Frontiers in Pension Finance (Edward Elgar) and has published on pension finance in Journal of Banking & Finance, Journal of Risk & Insurance, Insurance: Mathematics and Economics and International Journal of Central Banking.

Chresten Dengsøe

Danish Labour Market Supplementary Pension (ATP) (Denmark)

Phone: Email:

+45.23.65.93.96 [email protected]

Chief Risk Officer

Chresten Dengsoe joined ATP (the Danish Labour Market Supplementary Pen-sion) in 2003 and is responsible for Risk & Pensions, including Risk Manage-ment, the Actuarial Function of ATP, Quantitative Research (Asset Liability Management) and Research & Strategy. From 1998 to 2000 he was Chief Actuary at Nordea in Denmark. The actuarial department of Nordea was responsible for Life & Pensions as well as non-life insurance. From 2000 to 2003 he held a position as Vice President at Royal & Sun Alliance in Denmark. His responsibilities included Business Intelligence and Analytical Customer Relationship Management. Chresten Dengøe has been an external examiner at the University of Copenhagen since 1990. He was Editor of Scandinavian Actuarial Journal from 1994 to 2000 and served as Vice Chairman of The Society of Danish Actuaries from 2001 to 2004. He has been a member of the Pension Committee of Groupe Consultatif Actuariel Europeen since 2006 and Vice-chairman of the Technical Committee on statistical, actuarial and financial studies of the International Social Security Association as well as a member of the working group on mortality reporting to the Executive Committee of the International Actuarial Association since 2008. Chresten Dengsoe holds an MSc degree in Actuarial Mathematics from University of Copenhagen, Denmark and a MBA degree from IMD in Lausanne, Switzerland.


Michael Drexler

World Economic Forum USA (USA)

Phone: Email:


Senior Director and Head of Institutional and Private investors

Michael Drexler is a Senior Director at the World Economic Forum based in New York, where he overlooks the Investors community. He joined the Forum in 2011 from Barclays, where he most recently was Managing Director and Global Head of Strategy, Commercial/Investment Banking and Wealth Management. At Barclays, he also held positions in Principal Investments and Finance as well as Chief of Staff to the chairman. He joined Barclays Capital in 2002 from McKinsey & Company. Prior to that, Drexler was an academic researcher at Stanford. He holds a doctorate in Mathematics from University of Oxford, and an MSc in Electronic Engineering from the Technical University at Munich. He was designated a Young Global Leader by the World Economic Forum in 2010.

Paul Druckman

International Integrated Reporting Council (United Kingdom)

Phone: Email:


Chief Executive Officer

Paul is Chief Executive Officer of the IIRC. Paul is well known and respected in business and in the accounting profession worldwide. Following an entrepreneurial career in the software industry, Paul operated as a non‐executive chairman and director for companies in a variety of sectors until taking over this post. Formerly a Director of the UK Financial Reporting Council; member of the City Takeover Panel; and President of the Institute of Chartered Accountants in England and Wales (ICAEW). Other interests have included chairing The Prince’s Accounting for Sustainability Project (A4S) Executive Board.

Piet Eichholtz

Maastricht University, School of Business and Economics, (Netherlands)

Phone: Email:


Professor of Real Estate and Finance

Piet Eichholtz (1962) is Professor of Real Estate and Finance and chair of the Finance Department at Maastricht University in the Netherlands. Most of his work regards real estate markets, with a focus on international investment and portfolio management. His research has been published in some of the top journals in economics and real estate finance. Besides his academic career, Eichholtz has also built up a solid reputation as an entrepreneur. After positions at pension fund ABP and at NIB Capital, Eichholtz started Global Property Research, an international firm specialized in the performance measurement of property companies. In 2004, he was a co-founder of Finance Ideas, a financial consultancy company. In 2011, he was among the founders of GRESB, the Global Real Estate Sustainability Benchmark. He has provided extensive services to public society, and he is a fellow of the U.S. Real Estate Research Institute and of the World Demographic Association, a member of the Real Estate Council of the


World Economic Forum and of the Research Council of the U.S. National Association of Real Estate Investment Trusts.

Marcie Frost

Washington State Department of Retirement Systems (USA)

Phone: Email:


Director

Marcie Frost was appointed director of the state Department of Retirement Systems in January 2013. She was elected to serve as Vice Chair of the Board in September, 2013 and is a member of the WSIB’s Private Markets, Public Markets, and Administrative committees.In addition to serving as one of the three ex-officio members on the Board, Frost is a member of the Pension Funding Council and the Select Committee on Pension Policy.As DRS Director, Frost oversees one of the most complex public retirement systems in the country that serves nearly 700,000 current and former public employees at both the state and local government levels.Frost began her career with the state Department of Labor and Industries, where she advanced to a leadership role in benefits administration. In 2000, she was selected as a senior project administrator at DRS, and has since held a variety of executive level positions, including human resource director; chief information officer; senior assistant director for operations; and, most recently, deputy director.Frost leads a comprehensive organization with a focus on strengthening agency performance, promoting customer satisfaction, and workflow improvements.

Amit Goyal

Université de Lausanne (Switzerland)

Phone: Email:


Professor of Finance

Amit Goyal is professor of finance at the University of Lausanne where he holds a senior chair from the Swiss Finance Institute. Formerly on the faculty of the Goizueta Business School at Emory University (USA), he has a Ph.D. in Finance from UCLA (USA). His research interests are in empirical asset pricing and pension funds. His papers have been published in a variety of academic journals including the Journal of Finance, the Journal of Financial Economics, and the Review of Financial Studies.


Cam Harvey

Duke University (USA) Phone: Email:


Professor

Campbell R. Harvey is Professor of Finance at Duke University and a Research Associate of the National Bureau of Economic Research. From 2006-2012, he edited The Journal of Finance. Next year, Harvey will become President-Elect of the American Finance Association. Harvey also serves as the Investment Strategy Advisor to the Man Group PLC. Professor Harvey obtained his doctorate at the University of Chicago in business finance and is the author of over 125 scientific publications. Harvey has been honored with eight awards for excellence in financial writing from the CFA Institute and three awards from the Institute for Research in Quantitative Finance (Q-Group).

Chris Hitchen

Railways Pension Trustee Company (United Kingdom)

Phone: Email:



Chris is the CEO of the Railways Pension Trustee Company and its operating subsidiaries, RPMI and Railpen Investments. RPMI runs pension arrangements for over 100 employers and 350,000 beneficiaries in the UK rail industry. Railpen Investments manages the fund assets of £20billion. Chris is also a Trustee Member of the National Employment Savings Trust Corporation (NEST). He is a past Chairman of the National Association of Pension Funds (NAPF), NAPF Investment Council and the Institutional Shareholders Committee. He is also a on the Board of the Pensions Quality Mark Ltd, which promotes high standards in DC pension provision. Chris is an actuary with over 25 years’ experience in pensions and investments.

Brad Holzberger

QSuper (Australia) Phone: Email:


Chief Investment Officer

Brad was appointed as Chief Investment Officer in February 2009. Prior to joining QSuper, Brad was a senior investment professional at Queensland Investment Corporation for fifteen years where he had responsibility for investment strategy and headed several active management teams. Before QIC, Brad worked for an international asset consulting firm. He joined the financial services industry after a career as an Army officer. He is a Director of the Association of Superannuation Funds Australia. He has previously been a trustee of a superannuation fund and chairman of its investment committee. He has held directorships of financial planning firms and a finance industry representational association.


Mats Isaksson

Organisation for Economic Co-Operation and Development (OECD) (France)

Phone: Email:

NA [email protected]

Head of the OECD Division of Corporate Affairs

Mr. Mats Isaksson is Head of the Corporate Affairs division at the Organisation for Economic Co-operation and Development (OECD). His responsibilities include corporate governance, state-owned enterprises, equity markets, company law, privatisation, dispute resolution and other policy areas of importance to a sound and dynamic business environment. Mats Isaksson participated in the development of the OECD Principles of Corporate Governance and was in charge of the comprehensive revision of the Principles in 2004. He also led the work to develop the OECD Guidelines for Corporate Governance of State Owned Enterprises and initiated the OECD’s work on The State in the Market Place. Mr. Isaksson has extensive experience from working with both OECD and Key Partner countries. Recently, his work has focused on corporate governance and the financial crisis and a new OECD initiative on Corporate Governance, Value Creation and Growth. The aim is to ensure that equity markets can serve the needs of the real economy and provide access to capital for innovations and growth companies. Mats Isaksson serves on the Advisory Board of the Centre for Global Markets and Corporate Ownership at Columbia University and is Senior Visiting Fellow at the Stockholm Centre for Commercial Law. He is a founding Director of the Swedish Corporate Governance Forum and a member of the European Corporate Governance Institute.

Angelien Kemna

Algemene Pensioen Groep (APG) (Netherlands)

Phone: Email:



Angelien Kemna is a Member of the Executive Board and Chief Investment Officer of APG. From 2002 to July 2007 Kemna was CEO of ING Investment Management Europe, where she was responsible for more than EUR 150 billion of assets under management. From 2001 to 2004, Angelien worked as global Chief Investment Officer. Previous to that she served in various positions at Robeco Group. While working with Robeco, she also was part-time professor of Finance at Maastricht University from 1993 - 1999. Before joining the asset management industry, Angelien Kemna pursued an academic career. From 1988-1991 she was associate professor of Finance at Erasmus University Rotterdam. Angelien holds a PhD in Finance from Erasmus University Rotterdam (1988). Kemna holds several supervisory and advisory positions, amongst others, chairman of the supervisory board of Yellow&Blue, a Dutch renewable energy venture capital company. In addition, she was affiliated with the Erasmus School of Economics in Rotterdam, where she was a part-time professor of Corporate Governance and Financial Econometrics since September 2007 until September 2011.


Catherine Lubochinsky

Global Risk Institute in Financial Services (GRIFS) (Canada)

Phone: Email:


Managing Director

Catherine Lubochinsky is Managing Director, Research at the Global Risk Institute in Financial Services (Toronto). She holds PhDs in Economics from the University of Paris I (Panthéon-Sorbonne) and in Finance from the University of Orléans. She is Professor at the University of Paris 2 (Pantheon-Assas), on leave since February 2013. Her research interests covers interest rates, derivatives, asset management, banking and financial regulation. She is a member of the “Cercle des Economistes” and the European Shadow Financial Regulation Committee (ESFRC). She has been President of The European Money and Finance Forum (2006-2012), an advisor to several private sector financial institutions over the years and a consultant to the Financial Markets and Stability Department of Banque de France. She is the author/editor of several books and a number of articles, in both French and English, on various challenges facing the global financial services sector, including increased short-termism. Catherine Lubochinsky will discuss how the root of short-termism has stemmed from the securitization/financialization of capitalism, and how regulation, including increased transparency, has reinforced “short-termistic” behavior.

Elias Masilela

Public Investment Corporation (South Africa)

Phone: Email:



Elias Masilela holds a BA degree in Social Sciences from the University of Swaziland, which he received in 1986 and a Master of Sciences in Economic Policy and Analysis with a specialisation in Money, Banking and International Economics from the Addis Ababa University, received in 1995. He has an impressive professional history, characterised by a deepness of understanding of the policy environment, grounded in sectoral and international matters. He has lectured, written and published widely. His latest writing has literally re-written the history of the Kingdom of Swaziland and provided an entirely new and interesting perspective to South Africa’s liberation. The title of the book is “Number 43 Trelawney Park; kwaMagogo”. The book was amongst a few select titles identified to represent South Africa at the London Book Fair Market Focus in April 2010. On the 8th of December, 2010, he was appointed by the President of South Africa to the position of CEO, of the Public Investment Corporation, effective the 1st of February 2011. Prior to that he was Head of Policy Analysis at Sanlam. He joined Sanlam in July of 2005, following his role in the National Treasury as Act. DDG Economic Policy and leader of the social security and retirement reform programme. On the 30th of April 2010, he was appointed by the President of South Africa, President Jacob Zuma, as one of 24 commissioners of the National Planning Commission, tasked with producing a national development plan and development vision statement for the country. In June of 2006, he was elected to Chair the Board of the South African Savings Institute, a position he has held till March 2010. In May of 2008, he was appointed by President Thabo Mbeki to the Board of the South African Reserve Bank.


John McManus

Borealis Infrastructure UK (United Kingdom)

Phone: Email:


Executive Vice President

In his role as Executive Vice President, John is responsible for leading Borealis Infrastructure’s London office and overseeing asset management on investments in the UK and Europe. John joined Borealis in October 2001, and has significant experience in investments in sectors ranging from nuclear power to satellite technology. He has been responsible for the Bruce Power investment since it was acquired in 2003. John also serves on the boards of High Speed 1, Associated British Ports and Scotia Gas Networks. John began his career with an international accounting firm, and subsequently worked with several successful entrepreneurs on business development, financing and venture capital investments. He holds a B.Comm degree from the University of Toronto and is a designated Chartered Accountant.

Peter Melchior

PKA (Denmark) Phone: Email:

+45.39.45.45.45 [email protected]

Actuary

Peter Melchior is an actuary by profession. He has been with PKA Ltd. since 1992, first as appointed actuary and deputy chief executive officer; from 2002-2012 on the Board of Management where he was responsible for the actuarial function, the risk management, finance and IT. Since 2012 Peter Melchior has held a position as Senior Consultant in PKA Ltd. He has previously held a position as President of the Danish Society of Actuaries and is now board member of the Doctors Pension Fund and the Doctors Bank. He is furthermore chairman of the Danish pension tracking system PensionsInfo.

Colin Melvin

Hermes Equity Ownership Services (United Kingdom)

Phone: Email:



As CEO of Hermes Equity Ownership Services Ltd (EOS), Colin Melvin helps pension funds to be active owners of public and private companies, advising on responsible investment and corporate governance on USD200 billion of assets. Colin is a member of the Advisory Council of the UN Principles for Responsible Investment and the Supervisory Board of Eumedion. He has co-founded and led various investor groups and initiatives such as the PRI, for which he was the first Chairman. He currently chairs the International Integrated Reporting Council’s Investor Network. He is an associate member of the Chartered Financial Analysts Institute and holds an MA from Aberdeen University and an MPhil from Cambridge University, both in History and Diplomas in Investment Analysis and Company Directorship.


Tim Mitchell

New Zealand Superannuation Fund (New Zealand)

Phone: Email:


Portfolio Manager

Tim is responsible for managing the Fund’s internally managed active New Zealand equities portfolio. He took up this newly established role in mid-2013. Tim joined the Fund in 2002 initially as a consultant to the Board. Subsequently he has held senior roles including responsibility for public markets manager selection and, more recently, for heading up of the Fund’s corporate strategy group. Prior to joining the Fund, Tim worked for the New Zealand Treasury on policy issues relating to diversification of the NZ Government’s financial assets. Before moving into the public sector, he spent twenty years with various private sector asset managers.

Eivind Øy

Norwegian Ministry of Finance (NORWAY)

Phone: Email:


Investment Director

Eivind Øy is Investment Director at the Asset Management Department of the Norwegian Ministry of Finance. The Department is responsible for the management of the Government Pension Fund Global (GPFG) which is the largest SWF in the world (AUM approx. 600 billion EUR). Norges Bank has been charged with the operational management of the Government Pension Fund Global, within guidelines laid down by the Ministry. Eivind has worked with the management of the GPFG since 2000. He holds a MBA in Finance and a MSc in Economics and Business Administration from the Norwegian School of Economics (NHH) and a Master in Forest Sciences from the Norwegian University of Life Sciences (UMB). He is also a certified financial analyst.

Ambrogio Rinaldi

Covip (Italy) Phone: Email:


Director

Ambrogio I. Rinaldi is currently Central Director at COVIP (Commissione di Vigilanza sui Fondi Pensione), the Italian supervisory authority on pension funds. He has been working at COVIP since 1997, with responsibility in the fields of day-by-day supervision, economic and financial analysis, and international relations. He has been deeply involved in the activity of many international organizations: since 2003 he is Chair of the OECD Working Party on Private Pensions and, since 2010, Vice-chair of the Occupational Pensions Committee of EIOPA. He represents COVIP in the IOPS Executive Committee. Before joining COVIP, he worked many years at Banca d'Italia, the Italian central bank, first in the Research Department and then in the Supervision Area. He graduated in Economics from Università di Roma "La Sapienza" and holds a M.A. from Harvard University.


Ole Settergren

Swedish Pension Authority (Sweden)

Phone: Email:


Director of Research

Ole Settergren is director of R & D at the Swedish Pensions Agency. During the 1990:ies he led the work on the automatic balance mechanism of the Swedish inkomstpension plan. Work that that resulted in the development of what allegedly is the world’s only income statement and balance sheet for a pay-as-you-go financed pension plan yearly published in the Orange Report, which he edited 2001-2008. Not a prolific writer of academic papers, a rear attempt is The rate of return of pay-as-you-go pension systems: a more exact consumption-loan model of interest (Journal of Pension Economics and Finance 2005) with Danne B. Mikula. He is a member of the Board of the Second Swedish National Pension Fund and alumnus of the Stockholm School of Economics.

Rintaro Tamaki


Phone: Email:

NA NA

Deputy Secretary-General of the OECD

Mr. Rintaro Tamaki was appointed Deputy Secretary-General of the OECD on August 1, 2011. His portfolio includes the strategic direction of OECD policy on Environment, Development, Green Growth, Financial Affairs and Taxes. Mr. Tamaki is also currently acting Chief Economist and assumes the responsibility as the OECD Representative at the Deputies' Meetings of the G20. Prior to joining the OECD Mr. Tamaki, a Japanese national, was Vice-Minister of Finance for International Affairs at the Ministry of Finance, Government of Japan. During his prominent 35-year career at the Japanese Ministry of Finance, Mr. Tamaki has worked on various budget, taxation, international finance and development issues. He worked as part of the OECD Secretariat from 1978 – 1980 in the Economic Prospects Division and from 1983 – 1986 in the Fiscal Affairs Division of the Directorate for Financial, Fiscal and Enterprise Affairs (DAFFE). In 1994 Mr. Tamaki was posted to the World Bank as Alternate Executive Director for Japan and in 2002 as Finance Minister at the Embassy of Japan in Washington DC. He then became Deputy Director-General (2005), before becoming Director-General (2007) and subsequently Vice-Minister for International Affairs (2009) at the Ministry of Finance. Mr. Tamaki graduated in 1976, with an L.L.B. from the University of Tokyo. He has held academic positions at the University of Tokyo and Kobe University. He has published books and articles on international institutions, the international monetary system, development, debt and taxation.


Eric Wetlaufer

CPP Investment Board (CPPIB) (Canada)

Phone: Email:


Senior Vice-President, Public Market Investments

With over 25 years of experience in investment management, Eric is responsible for leading the CPP Investment Board’s Public Market Investments department, which invests in publicly-traded assets and related derivatives. Prior to joining CPPIB in June 2011, Eric was the Group Chief Investment Officer, International at Fidelity Management & Research in Boston, Massachusetts. Eric was also the co-founder and partner of Oxhead Capital Management and has held the roles of Chief Investment Officer at Putnam Investments and Managing Director at Cadence Capital Management. Eric serves on the Board of Directors of the TMX Group and the Advisory Council of the UN-supported PRI. He is also active on several non-profit boards including Bay Cove Human Services and the Melanoma Foundation of New England and is a past president of the Boston Security Analysts Society. Eric earned a B.A. in Earth Science from Wesleyan University, Middletown, Connecticut and is a Chartered Financial Analyst.

Theresa Whitmarsh

Washington State Investment Board (WSIB) (USA)

Phone: Email:


Executive Director

Theresa J. Whitmarsh is Executive Director of the Washington State Investment Board, one of the United States’ leading institutional investors, managing over $100 billion of state pension, insurance, and other assets. The fund has been a leader in private asset investing, with private equity, real estate, and tangible assets comprising 40 percent of its retirement portfolio. Theresa joined the WSIB in 2003 with 20 years’ experience in business, government and media. She has a Master’s in Business Administration, Pacific Lutheran University, and Bachelor of Arts, English Literature, Seattle Pacific University. She is Chair of the Pacific Pension Institute, and a director with the International Centre for Pension Management and Council of Institutional Investors.


Juan Yermo


Phone: Email:


Senior Advisor

JUAN YERMO is currently Senior Advisor to the OECD Secretary-General. He is in charge of the OECD Better Policies Series, which provides analysis and recommendations across a wide spectrum of policy areas. He also coordinates CleanGovBiz, the anti-corruption and integrity initiative of the OECD. Prior to this role, he was Deputy Head of the Financial Affairs Division and Head of the Private Pensions Unit. He joined the OECD in 1999. He has published various books and articles on pensions and investments and regulatory issues. He also serves in the Investment Committee of the OECD Provident Fund and the Oversight Committee of the Institute of Internal Auditors. Previously, he worked at the World Bank as a consultant on capital markets and pension reform and as an analyst in the risk management department at Bankers Trust. Mr. Yermo has a Masters Degree in economics from Cambridge University, post-graduate studies (MPhil) and a doctorate (DPhil) in economics from Oxford University.

Robert Youngman


Phone: Email:


Principal Policy Analysis Environment Directorate

Robert Youngman is Principal Policy Analyst for Climate Finance and Investment in the OECD's Environment Directorate. In this role, he serves as team leader for OECD's analysis relating to its policy frameworks for green investment and the role of institutional investors in the transition to a low carbon, climate resilient economy. Prior to joining the OECD, Robert was Director of Economic Analysis at Natsource LLC, a leading asset manager in global carbon markets, from 2000-2011. At Natsource, he led the company's analytical work on carbon markets, and the delivery of a wide range of policy and market analyses to governments, corporations and other organizations. He holds a master’s degree in international and public affairs from Princeton University.

Rotman ICPM Discussion Forum – June 2014 – Participant Directory Page 1

Event Information Hotel On Your Own Conference Address +1 416.925.4153 Rotman ICPM A preferred hotel will not be arranged by ICPM OECD Conference Centre +1 416.803.6616 Ann Henhoeffer cell 2, rue André Pascal +1 647.270.5888 Karen Clarke cell To view hotels near the conference location 75775 Paris Cedex 16 www.oecd/site/conferencecente/hotelsclosttooecd.htm Paris France

Rotman ICPM Discussion Forum June 2-3-4, 2014

Participant DIRECTORY At May 16, 2014

, 20142014,

http://www.oecd/site/conferencecente/hotelsclosttooecd.htm


Aleksandar Andonov

Maastricht University (Netherlands)

Phone: Email:


PhD Candidate

Aleksandar Andonov is a PhD Candidate in Finance at Maastricht University, where he also teaches master courses on institutional investors and behavioral finance, and bachelor courses on investments. In his doctoral work, Aleksandar focuses on institutional investors, in particular pension funds and the money management industry, investigating the asset allocation and performance of these investors in public and private markets. His research ideas and findings have been presented at academic and industry conferences, and have been covered in popular financial media, such as the Economist and Financial Times. Aleksandar spent the 2012 spring semester at the International Center for Finance, Yale School of Management. In 2013, he visited the University of Notre Dame, Mendoza College of Business. From September 2014, Aleksandar will start as an Assistant Professor in Finance at the Erasmus School of Economics in Rotterdam.

Craig Ansley


Phone: Email:


Director

Craig Ansley was appointed to the Board of the Guardians in September 2011. His term of office expires on 30 September 2016. Craig is currently Visiting Professor, Faculty of Business and Economics at Macquarie University in Sydney and teaches honours and Masters courses in institutional investment at the University of Auckland. Prior to his retirement in October 2010, Craig spent many years in senior roles with Russell Investment Group. A founder of Russell's New Zealand office, Craig has been the Director of its Australasian consulting practice, the Director of Capital Markets Research in Australia and New Zealand Chair. Craig was a member of the Savings Working Group and has been a director of the Mortgage Corporation of New Zealand Limited and Mortgage Services Limited; Group Rentals New Zealand Limited and the National Provident Fund. Craig has a BSc (Hons) in Mathematics from the University of Canterbury, and a Ph.D. (Business Administration) from the University of Michigan. He is a Fellow of the New Zealand Society of Actuaries.


Maxime Aucoin

Caisse de dépôt et placement du Québec (Canada)

Phone: Email:


Vice President, Strategy

Maxime Aucoin is Vice-President, Strategy, at La Caisse de Dépôt et Placement du Québec. He advises the executive team on the design, planning and execution of La Caisse’s strategy and leads a small strategic initiatives team. Previously, Max worked for McKinsey & Company for six years, advising multinationals in the financial and manufacturing sectors on strategy and organizational issues. Max started his career at Cirque du Soleil in strategic planning and business development. Max has an MBA from the Harvard Business School, a bachelor’s degree in Finance from HEC Montréal and was awarded the Chartered Financial Analyst (CFA) designation.

Prabir Badal

Government Employees Pension Fund (GEPF) (South Africa)

Phone: Email:


Trustee

Prabir Badal hails from Gauteng, South Africa. He is qualified in the finance field and holds an Honours Degree in Taxation. Deputy Chairman of the Board of Trustees, Chairman of Finance and Audit Committee, Member of the Investment Committee, Member of the Remuneration Committee, FASSET (Finance, Auditing, Stock Broking, and Business Consulting Sector Education Training Authority) Director on Management Board, Kopano Ke Matla Investment Trust and Kopano Ke Matla Investment Company , COSATU Retirement Fund Council, Advisor and activist on retirement fund matters in SA including transformation, reforms, governance and developmental focussed investing.


John Battams

SunSuper (Australia) Phone: Email:


Director

John is the President of the Queensland Council of Unions, and currently the General Secretary of the Queensland Teachers’ Union, the largest registered industrial organisation in Queensland with 44,000 members. As such, he has an extensive knowledge of the state, regularly visiting major centres and towns and remote areas of Queensland. John has extensive directorship experience. He is currently Chair of the Queensland Residential Tenancies Authority (RTA) which regulates the residential rental market. The RTA is responsible for investments of over $500M. He is also a member of the Board of Lady Bowen Trust, a registered charity established to assist the homeless. In addition, he was recently appointed as a board member of Skills Queensland, which is responsible for delivering the states skills and workforce development plan. He has also been Director of WorkCover Queensland, a private health insurance fund and a private investment group of companies. As a consequence of this extensive reference, he has developed a very good understanding of corporate governance responsibilities and the way in which government departments, agencies and corporations should operate. John was appointed as a Director of Sunsuper in 2005.

David Blitztein

Blitzstein Consulting (USA) Phone: Email:


Trustee

Mr. Blitzstein established a consultancy in 2014 that provides professional trustee services and strategic advice to labor unions and employee benefit trust funds. During the prior 35 years, Mr. Blitzstein served as a collective bargaining expert on pension and health insurance and a multiemployer plan trustee for the United Food & Commercial Workers International Union (UFCW) and the United Mine Workers of America (UMWA). Between 2006 and 2013 Mr. Blitzstein served as the Special Assistant for Multiemployer Plans for the UFCW. In that capacity, Mr. Blitzstein was a trustee/fiduciary on six Taft-Hartley pension funds and one health fund representing half a million plan participants. In addition, Mr. Blitzstein advised the UFCW leadership on public policy issues related to retirement and health insurance. Mr. Blitzstein has been a director of the Pension Research Council of the Wharton School—University of Pennsylvania since 1997. In 2008, Governor O’Malley appointed Mr. Blitzstein to be a trustee of the Maryland State Retirement and Pension System, and reappointed him to a second term in 2012. In 2011, Mr. Blitzstein was appointed by President Obama to the Advisory Committee of the Pension Benefit Guaranty Corporation (PBGC), and reappointed in 2014. In 2013, Mr. Blitzstein was elected to the Board of Directors of CareFirst of Maryland, Inc. Mr. Blitzstein was named by Institutional Investor Magazine to its “Pension Forty” most influential leaders list in November 2013. Mr. Blitzstein is a graduate of the University of Pennsylvania and holds a Master of Science in Labor Studies from the University of Massachusetts in Amherst.


Else Bos




After graduating in 1983 from Rotterdam Erasmus University, where she studied Econometrics, Ms Bos joined Algemene Bank Nederland (Later ABN AMRO Bank) where she held different positions at the Directorate General Planning and Control. In 1995 she moved to ABN AMRO Netherlands division holding various senior management positions. From 1991 till 2001 she was responsible for Operations, IT and Facility Management as COO of ABN Amro Asset Management. In this capacity she also held the role of program director of the Asset Management BPR Project. In 2001 she joined NIBC Asset Management as Co Head Investments becoming COO/CFO the following year. Ms Bos started at PGGM Investments in 2003 as Director. In March 2005 she was appointed Chief Executive Officer PGGM Investments and member of the Board of Directors of PGGM. Per 2010 she holds the position of Deputy Chairman Executive Committee and Chief Institutional Business. As of February 2013 she is CEO of PGGM. She also has several non executive positions like Boardmember UN PRI (Principles for Responsible Investment), as well as Member Supervisory Board NWB (Nederlandse Waterschaps Bank), Member Supervisory Board NHG, member of the Supervisory Council of Isala Clinics, and member of the Supervisory Council of the National Ballet/Dutch Opera/Musictheatre.

Greg Bowes


Phone: Email:


Managing Principal

Gregory Bowes, Co-Founder and Managing Principal of Albright Capital Management (ACM), has over twenty five years experience in financial services/alternative asset management. His duties include serving on the Board of APR Energy PLC. Before forming ACM in 2003, his longest previous tenures were with Greenwich Capital Markets (now part of Royal Bank of Scotland), where he established Greenwich International (and served as Chairman), and Bankers Trust Company. He is a 1983 graduate and current Trustee of Bowdoin College (BA in Economics and History).


Krishnan Chandrasekhar

World Bank (USA) Phone: Email:


Senior Manager

Krishnan Chandrasekhar is Senior Manager in the World Bank Treasury with responsibilities for strategic asset allocation of the Bank’s $18 billion pension and retiree medical benefits portfolios, and asset allocation advisory work related to various Treasury clients and multi-asset class client portfolios. Krishnan joined the World Bank Group in 1986, and has had diverse experience in a variety of areas including capital markets, derivatives and structured finance, asset-liability and risk management, and asset management as the head of quantitative strategies (2002-2009), head of asset-liability management (1999-2002), head of derivatives and structured financing (1998-1999), and head of market risk (1994-1997). Krishnan holds a BS in Electrical Engineering from the Indian Institute of Technology, Madras, and an MBA from the Indian Institute of Management, Ahmedabad.

Joseph Cole



Senior Portfolio Manager

Joseph Cole – Senior Portfolio Manager, Investment Strategy Joseph commenced with the Investment Strategy team at QSuper as Senior Portfolio Manager in April 2013. In this role his main area of focus is driving the research and analysis of global equities strategies. Specifically Joseph carries responsibility for bringing views on the equities asset class, at a country and sector level, back to the broader group to inform whole of portfolio decision making. Joe also has primary accountability for championing the communication and continuous improvement of investment risk management across the Investment Strategy team. Prior to joining QSuper Joseph was employed as a Portfolio Manager within the Quantitative Investments Boutique at QIC in Brisbane. In this role his primary responsibilities included portfolio management, equities market research and business management of the Investment Boutique. Joseph has worked in financial markets for over 18 years in both Australia and the UK, with a primary focus on quantitative equities investing and analysis. Joseph holds a Bachelor of Business with Honours and is a CFA Charterholder.


James Davis

Ontario Teachers' Pension Plan Board (OTPP) (Canada)

Phone: Email:


V.P. Strategy & Asset Mix and Chief Economist

Mr. Davis is Vice President, Strategy & Asset Mix and Chief Economist, Asset Mix & Risk, with the Ontario Teachers' Pension Plan. He is primarily responsible for the strategic investment plan, which integrates economic and market research with balance sheet design, benchmarks and the plan’s risk budget to meet the plan’s long-term liability objectives. Responsibilities also include recommending medium-term risk management strategies to position the plan for changes in the macro environment and assessing new asset classes for the Plan. Prior to joining Teachers’, Mr. Davis managed over $20 billion in fixed income and foreign currency assets for a large investment management firm. He has held roles of increasing responsibility in investment strategy formulation, corporate finance and liability management, pension fund investment policy and treasury risk management. Mr. Davis holds an MBA degree from Dalhousie University as well as undergraduate degrees in meteorology and mathematics. He is a CFA charter holder.

Jeroen de Munnik



Chief Institutional Business

After graduating in 1988 from Rotterdam Erasmus University, where Jeroen de Munnik studied econometrics, he joined Aegon Netherlands where he had different managing positions at asset management, in operations and later on in the Board. Recently, on October 1st 2013 Jeroen started at PGGM, as member of the Executive Committee and Chief Institutional Business.


Philippe Desfosses

Retraite Additionnelle de la Fonction Publique (ERAFP) (France)

Phone: Email:


CEO

By a decree published on June 11 2008, Mr Philippe DESFOSSES has been appointed as the new Chief Executive Officer of ERAFP, the French Public Service Additional Pension Scheme. Mr DESFOSSES is a graduate of Sciences Po in Paris and the French National School of Administration. He started his career at the French Treasury (Ministry of Economy and Finance) in 1985, successively as Deputy Head of the Enterprise Financing Desk, Deputy Head of the Sub-Saharan Africa Desk, Financial Attaché in New York (1989-1992) and Head of the Insurance Desk (1992-1995). From 1995 to 1997, he was Special advisor to Mr Jacques Barrot, the French Minister of Labour and Social Affairs, in charge of the Employment, Family, Retirement and Old Age portfolios. In 1998, he joined AXA Group as Senior Manager and became CEO of two subsidiaries: International Finance Futures and Compagnie Financière de Paris. From 2006, Mr Desfossés was Director of Corporate Affairs & Business Development and member of the Executive Committee of Lilly France.

Alain Dorison


Phone: Email:


Member of the Board of ERAFP

Graduated from ESCAEH (Le Havre, France), Alain Dorison has been a chartered accountant at Ernst & Young before joining Deloitte. He then became Head of Quality at CNCC in 1989. In 1990, Alain Dorison joined the COB (French Financial Market Authority) and became Head of Accounting Services in 1993. In 1997, Alain Dorison is appointed Secretary General of the French National Accounting Board. He was then promoted Finance Inspector in 2007 at the French Ministry. Although he has retired, since 2009, Alain Dorison is still Administrator and President of the Assets and Liabilities Management Committee of the public sector pension Fund ERAFP.


Liz Fernando

Universities Superannuation Scheme Limited (USS) (United Kingdom)

Phone: Email:


Head of Equites

Elizabeth joined USS in January 1995 as Head of European Equities and was promoted to Deputy CIO in January 2006. She has been involved extensively in the development of the investment department and the long term investment strategy of the fund, and completed the fund’s first direct private equity investments. In August 2012 Elizabeth was appointed Head of Equities, which is a new role at USS. The Head of Equities has responsibility for total equity performance as well as planning, resourcing and budgets for the function and is a member of the Executive Committee of USSIM. Prior to joining USS Elizabeth worked at Lloyds Investment Managers Ltd in a variety of roles including UK Smaller Companies and more latterly European Equities. Elizabeth holds an MA in Philosophy, Politics and Economics from Oxford University and is an Associate Member of the UK Society of Investment Professionals (UKSIP).

Per Frennberg

Alecta (Sweden) Phone: Email:


CIO

Per Frennberg, Ph.D. is the Chief Investment Officier at Alecta Pensionsförsäkring, ömsesidigt since 2009 and has been its Deputy Chief Executive Officer since 2011. Dr Frennberg has served in various positions at Alecta’s Investment Management unit since 1995. Before joining Alecta he was a research associate in Finance at the University of Lund where he received his Ph.D. degree in 1994.

Bill Galvin

Universities Superannuation Scheme (USS) (United Kingdom)

Phone: Email:


Group Chief Executive Officer

Bill Galvin is Group CEO of Universities Superannuation Scheme Limited (USS), the corporate trustee of the pension scheme for academics at UK universities. USS is the UK’s largest private pension fund and has 338,606 members, with funds under management of approximately £40 billion. Before joining USS, Bill was CEO at the Pensions Regulator (tPR) for three years, and prior to that was executive director for strategy at tPR. Bill has also worked at Department for Work and Pensions (DWP) where he was responsible for the policy framework governing private pension protection, and at IBM. Bill is a non-executive director of the Solicitors Regulation Authority.


John Gandolfo

World Bank (USA) Phone: Email:


Director and Chief Investment Officer

John Gandolfo is the director and chief investment officer of the Pension and Endowments department of the World Bank Treasury. The department manages about $20 billion of pension and other retirement benefit portfolios invested across a range of asset classes, including fixed income, public and private equity, real estate, and hedge funds. Prior to assuming these responsibilities, he was the director of the Quantitative Strategies, Risk and Analytics Department, where he was responsible for the development of strategic and tactical asset allocations, risk management, and financial modeling for the asset management, capital markets, and banking businesses. Previously, he was the director of investments. Mr. Gandolfo holds a BA from the University of Pennsylvania and an MBA from the George Washington University.

Roger Gray


Phone: Email:


CEO

Roger Gray has been Chief Investment Officer at Universities Superannuation Scheme from September 2009 and from September 2012 also CEO of USS Investment Management Limited. Roger joined USS from Hermes Fund Managers where he left as CIO. Prior to that Roger worked for UBS as CEO/CIO at UBS Asset Management in Switzerland and also as Global Head of Asset Allocation and Currency for UBS Brinson/UBS Global Asset Management. Roger began his career at Rothschild Asset Management in 1983, starting as a manager, rising to Head of Fixed Income and Currency and later to CIO and Head of Institutional Business. He studied Philosophy, Politics and Economics at Oxford and then Economics at Harvard, where he was a teaching fellow for International Trade and Finance and for Commodity and Securities Markets.


Scott Hartley



Chief Executive Officier

The Board appointed Scott as Sunsuper’s Chief Executive Officer in January 2014. He has had an extensive career in the superannuation industry with more than 15 years’ experience in executive management roles, most recently holding the position of Executive General Manager, Corporate and Institutional Wealth at NAB. During that time, Scott also held directorships with Plum Financial Services and Jana Investment Advisers. Prior to that, he held several other executive leadership roles within the NAB /MLC Group, comprising strategy and marketing, institutional investments and financial planning. Scott’s extensive industry experience and wealth of business knowledge makes him eminently suitable for the role of CEO and will ensure Sunsuper is well-positioned to realise its strategic ambitions and continue to grow its member and corporate client base nationally.

Mike Heale

CEM Benchmarking (Canada)

Phone: Email:


Partner

Mike’s focus at CEM is on global business development as well as client service for several U.S., European, and Asian investment benchmarking clients. CEM is a unique information company that provides cost and performance benchmarking and best practice insights for public & corporate pension plans and investment funds worldwide. Prior to joining CEM in 1999, Mike had 12 years of pension and life insurance marketing experience. He started his career in education as a basketball coach and lecturer at Laurentian University. Mike has an undergraduate degree in Physical and Health Education from Laurentian and a Master of Business Administration degree from the Richard Ivey School of Business, University of Western Ontario.

Alice Heathcote

World Economic Forum USA (USA)

Phone: Email:


Senior Manager

Alice Heathcote is a senior manager in the Institutional Investors community at the World Economic Forum. In this role, Alice oversees research related to infrastructure and long-term investing, and manages Institutional Investor participation in meetings and events hosted by the Forum. Alice previously worked in treasury and project management for Afghanistan’s leading telecom company, Roshan, and prior to this was an Associate Director at UBS Investment Bank, Sydney. Alice received her MBA from Harvard Business School, and a Bachelor of Economics and Bachelor of Science from the University of Queensland, where she was a Mathematics and Physics scholarship recipient.


Sadayuki Horie

Nomura Research Institute (Japan)

Phone: Email:


Senior Researcher

Sadayuki Horie is a senior researcher at the Nomura Research Institute(NRI) in Tokyo, the largest think tank in Japan. In 1986, he developed the NRI-Bond Performance Index (later renamed as the Nomura BPI), which is now the industry standard. From 1996 to 2001, he was the head of the quantitative group of Nomura Asset Management, managing over $1bn through GTAA & currency funds. From 2001, he has worked on pension fund consulting and advanced asset management research. Mr.Horie wrote many articles in the Security Analysts Journal and other journals for last 33 years. Mr. Horie is a graduate of the Kobe University of Commerce, a visiting professor of the graduate school of Osaka University of Economics and the chair of research committee of AIMA-Japan, a member of the Council of experts concerning the Japanese version of the Stewardship Code by Japanese government, a member of advisory panel for sophisticating the management of public/quasi-public funds by Japanese government.

Robert Hutchinson



Director

Rob is the Queensland State Manager of ParexDavco (Australia) Pty Ltd – a division of the international Parex Group. Rob was responsible for the commencement of the Queensland operations of the then privately owned company in 1983. Rob has been a Board Member of the Queensland Chamber of Commerce & Industry (CCIQ), holding the position of Vice President during 2006/2007. He has also chaired the Manufacturing Committee, served on the Remuneration, Building and Finance & Audit Committees and the CCIQ Industry Policy Committee. He was made a Life Member of CCIQ in 2008. He is currently on the Board of Australian Made/Australian Grown Campaign, the peak organisation for the promotion of Australian manufacturers, growers and service industries. Rob was also appointed to the Queensland Building and Construction Commission Board in December 2013. Rob was a Councillor on the Prince Charles and District Health Council from 1997 through until 2005, serving on the Finance, Mental Health and Indigenous Health Committees. A member of the Liberal National Party of Queensland, he is currently a member of the Finance Committee, a Director of LNP Nominee Pty Ltd and a Director of Altum Pty Ltd. Prior to the formation of the Liberal National Party he was a Senior Vice President of the Queensland National Party and a Trustee of that organisation.


Georg Inderst

Inderst Advisory (United Kingdom)

Phone: Email:


Independent Adviser

Georg Inderst is an independent adviser to pension funds, institutional investors and international organizations, based in London. He has worked on infrastructure investment with, among others, the OECD, the European Investment Bank and the World Bank. He was a Professional Trustee and Director of Law Debenture Pension Trust Corporation in London. Previously, he was a Director of F&C Investment Management where he headed the Global Asset Allocation and Fixed Interest teams. He joined Foreign & Colonial from HYPO-Bank in Munich. Georg has a PhD in Economics and Social Sciences from the University of Vienna and an MSc in Economics from the London School of Economics. He is also a judge of the IPE European Pension Funds Award, the IP Real Estate Award, and the Portfolio Institutional Awards. He is frequently invited to speak and write about institutional investment strategy and governance, asset allocation, infrastructure and green investing topics, and acts as a referee for a range of academic journals.

Tim Jones

National Employment Savings Trust (NEST) (United Kingdom)

Phone: Email:



Tim has substantial experience in the financial sector, having previously held a variety of senior positions including non-executive director of Capital One Bank (Europe), chief executive of retail banking at NatWest Bank and chief executive at Mondex, Purseus and Simpay. In addition to his role at NEST, Tim is currently an independent director of Investment Technology Group Inc, a New York-based institutional broker dealer, and is on the board of directors of the Rotman International Centre for Pension Management.

Jaakko Kiander

Ilmarinen (Finland) Phone: Email:


Senior Vice President

Jaakko Kiander is currently Senior Vice President and CFO of Ilmarinen, the second biggest pension insurance company in Finland. He is an economist by trading and has got his PhD from the University of Helsinki where he is also an adjunct professor of economics. Before joining Ilmarinen in 2010 he has been working at the University of Helsinki, Yrjö Jahnsson Foundation, Government Institute for Economic Research and as a Managing Director of the Labour Institute for Economic Research. He is one of the best-known macroeconomists in Finland. Beside the tasks of CFO in Ilmarinen, he is also working with corporate strategy and pension policy planning.


Els Knoope


Phone: Email:


Manager Alternative Inflation

Els Knoope, managing director Strategic Portfolio Advice. Els joined at the predecessor of APG Asset Management in 1998. She has fulfilled various functions within APG, which include managing the so called Alternative Inflation fund, deputy fund manager of the Global Tactical Asset Allocation Fund, where she was responsible for managing the global macro hedge funds within the GTAA Fund. Prior responsibilities include the Seed Capital Fund, heading the equity research and managing the Japanese equity fund. Mrs Knoope previously worked at Deutsche Bank in the Equity Division and at Ortec Consultants, the leading Dutch ALM consultant. Els holds a Master degree in econometrics from Erasmus University of Rotterdam and is a Registered Investment Analyst. Els Knoope is a member of the investment committee of De Eendragt Pensioen N.V.

Tony Lally

Independent (Australia) Phone: Email:


Director

Tony has been CEO of Sunsuper since 2007. He has led the transformation of the fund through a number of strategic initiatives which included in-sourcing all member services. The fund provides an integrated member service model with includes the provision of information, advice and financial planning designed to maximise retirement benefits. Tony has over 30 years senior executive experience in the insurance, superannuation and wealth management industries in a number of countries. Tony spent five years based in Japan where he developed and implemented strategic plans for funds management, actuarial and insurance businesses throughout the Asia-Pacific region. He was previously with a major bank for 10 years where he led Australia’s largest retail funds management business. Tony is a Fellow of the Institute of Actuaries (UK), Fellow of the Institute of Actuaries of Australia, Chair of the Board of ASFA and is a member of the ASFA Policy Committee. He is on the Board of ICPM and has presented papers at a number of international pension fund conferences and is co-author of a paper on Industry Funds in Australia.

Eric Loiselet


Phone: Email:


Member of the Board

Graduated from “Institut d’Etudes Politiques” and Paris DAUPHINE University Eric Loiselet has been a Client Company Account Executive at Crédit du Nord Bank, then he worked as a Senior Consultant at KPMG. He then became Manager at Deloitte Consulting, for ten years. In 2011, Eric Loiselet joint Burson-Marsteller as CSR Expert. Since 2011, Erick Loiselet has been a Board Member and President of the Investment Policy Committee of the French public service pension Fund ERAFP.


Timo Löyttyniemi

Finland State Pension Fund/Valtion Eläkerahasto (Finland)

Phone: Email:


Managing Director

Mr Löyttyniemi joined the State Pension Fund in 2003. The State Pension Fund has over 14 billion euros under management and is a buffer fund managing pension assets for the state employees. The Fund has 40% invested in equities, 53 % in fixed income and 7 % in alternatives. Before joining the Fund he acted in various positions in investment banking, including Director for Merita Corporate Finance and Head of Capital Markets for Mandatum & Co Ltd. He has been a Managing Director for Norvestia Plc, which is a Helsinki Stock Exchange listed investment company. Mr Löyttyniemi is currently a member of the Management Board of Itella Plc (Finnish Post), Itella Bank Ltd and INREV (Netherlands). He is a Member of the Board in two foundations and chairs Aalto University Investment Committee in Finland. He is a member of Finnish Pension Alliance investment committee. He has a D.Sc. in economics (Helsinki School of Economics) in 1992 and his dissertation titled “Essays on Corporate Capital Structure Decisions”. He has also studied at Georgetown University, Wash. DC in 1987. He has been recently a member of the following working groups: The Finnish Corporate Governance Code, State Consolidated Balance Sheet, Sustainable Payout for Foundations and Capital Markets and Growth. He wrote a report titled “State-ownership in 2030 – What and Why?” in 2011 and co-authored a book “Top Management Incentive Schemes” in 2003.

Stefan Lundbergh

Cardano (Netherlands) Phone: Email:

+31.10 206 13 23 [email protected]

Head of Innovation

Stefan Lundbergh is head of innovation at Cardano Risk Management and a non-executive board member of the Fourth Swedish National Pension Fund (AP4). In his past he held various positions at Algemene Pensioen Groep (APG) in the Netherlands and Skandia Life Insurance Company in Sweden. He holds a PhD from Stockholm School of Economics


Tony MacKenzie

Queensland Investment Corporation Limited (QIC) (Australia)

Phone: Email:


Chief Strategist

Tony MacKenzie joined QIC in 2006 and is currently Chief Strategist for the QIC Global Multi-Asset team. Tony leads the design of the investment strategies for QIC's multi asset class portfolios focusing on portfolio construction and research. He is responsible for driving the top down portfolio directions including stress testing of portfolio decisions to ensure a consistent framework for risk management and modelling is implemented across all asset classes for QIC's multi-asset class portfolios. This modelling focuses on understanding the drivers of asset class returns and building robust portfolios that achieve client objectives. Tony has previously held senior roles in portfolio management and quantitative analysis at both QIC and Queensland Treasury Corporation (QTC) and has PhD in Applied Mathematics from the University of Southern Queensland

Ron Monaghan



Director

Ron is currently the General Secretary of the Queensland Council of Unions he has held this position since December 2007. Prior to this Ron was the Queensland State Secretary of the Liquor, Hospitality and Miscellaneous Union a position he held from 2000 - 2007. Ron is a graduate of Macquarie University and has served on the boards of Intrust Super, Energex, and Workcover . Ron also sits on the executive of the Australian Council of Trade Unions. Ron was appointed as a Director of Sunsuper in 2007.

Bernard Morency

Caisse de dépôt et placement du Québec (Canada)

Phone: Email:


EVP and Chief Operating Officer

As Executive Vice-President, Depositors, Strategy and Chief Operations Officer, Bernard Morency supervises the teams responsible for depositors' accounts, strategic planning, operations and information technology. As part of his duties, he oversees relations between the Caisse and its 30 depositors and manages the development and implementation of the institution's three-year strategic plan and annual business plans. He also sits on the Executive Committee.


Brendan Mulkern


Phone: Email:


Head of Policy & External Affairs

Mr Brendan Mulkern is the Head of Policy and External Affairs for Universities Superannuation Scheme Limited, the corporate trustee of USS, the largest private sector pension fund in the UK. USS is a national multi-employer scheme for university academics and related staff. Brendan has worked in the pensions industry for 24 years, and was employed previously in various posts in local government, latterly as Pensions Manager at Lancashire County Council. He took up employment at USS in October 2001, occupying the role of Pensions Policy Manager for eight years before more recently taking up his current role, being responsible for the full range of legislative, benefit design and communication issues affecting USS.

David Neal

Australia Future Fund (Australia)

Phone: Email:



David Neal is the Chief Investment Officer at the Future Fund and is responsible for the management and leadership of the Investment Policy team who invest the assets of the Future Fund, the Building Australia Fund, the Education Investment Fund and the Health and Hospitals Fund. David joined the Future Fund in June 2007 from Watson Wyatt Australia where he was Head of Investment Consulting. David spent 15 years with Watson Wyatt where he started his career in the United Kingdom and moved to Australia to establish and lead the firm's investment consulting business in Australia. David is a current member of the Hedge Fund Standards Board. David graduated from St Edmund Hall, Oxford, with an MA Hons in Electronic and Structural Materials Engineering.


Deborah Ng


Phone: Email:


Assistant Portfolio Manager, Asset Mix and Risk

Deborah Ng is a Portfolio Manager, Strategy & Asset Mix, with the Ontario Teachers' Pension Plan. Current areas of focus for Deborah and her team include the research, evaluation, and introduction of innovative asset allocation strategies that are designed to help meet the Plan’s long-term liability objectives, as well as, framework and guideline development and implementation oversight for the Plan’s responsible investment initiatives. She also provides input and support for the annual strategic investment plan and medium-term risk management. Prior to joining Teachers’, Deborah founded Acuity Communications, assisting investment firms such as UBS Securities, CIBC WM, and Desjardins Securities with their investment research requirements. Deborah was awarded with Directors Award from the Rotman School of Management, University of Toronto where she obtained her Master of Finance (with high distinction). She is also a CFA charter holder.

Mike Powell

Universities Superannuation Scheme (USS) (United Kingdom)

Phone: Email:


Head of Private Markets Group

USS Investment Management (USSIM) is the wholly investment management subsidiary of the Universities Superannuation Scheme (USS). USS is the principal pension fund for the UK university sector and has approximately £38 billion in assets. USS currently has approximately £8 billion invested across private markets. Mike has overall responsibility for the Private Markets Group and is Chairman of the Private Markets Investment Committee. He is also a member of the USSIM Executive Committee and Investment Policy Committee. Prior to joining USS, Mike spent the majority of his career at Shell Pensions Management Services Limited in a variety of investment roles, latterly as the Head of Strategy. Mike graduated with a first class honours degree in Economics from the University of Warwick.


Sudhir Rajkumar

World Bank (Worldwide) Phone: Email:


Head Pension Adviory Management

Sudhir Rajkumar is head of the global pension advisory program at the World Bank Treasury. He leads advisory activities for public pension funds and other long-horizon multi-asset class investors seeking to build global investment operations, and has served as a senior advisor to several such funds and institutions. During 24 years in global investments, Mr. Rajkumar has managed various asset portfolios of the World Bank Group, its official sector institutional clients, and World Bank pension funds; formulated asset allocation and investment strategy; hired and managed external investment managers; and led teams originating and executing project finance and private equity transactions, as well as corporate finance and privatization mandates, in emerging markets in Asia and Europe (with the International Finance Corporation). Mr. Rajkumar holds an MBA from University of Chicago, a M.Sc. in economics from the London School of Economics, a B.Sc. in engineering from University of Delhi, and a CFA charter. He serves on the Advisory Committee on Investments of the Food and Agriculture Organization of the United Nations, and served on the Investment Committee of the UN World Food Programme from 2004–10. Mr. Rajkumar is an author and co-editor of the book "Governance and Investment of Public Pension Assets: Practitioners Perspectives" published by the World Bank.

Timo Ritakallio

Ilmarinen (Finland) Phone: Email:


Deputy CEO

Timo Ritakallio is Deputy Chief Executive Officer and Chief Investment Officer at Ilmarinen Mutual Pension Insurance Company. He has worked for Ilmarinen since August, 2008. Ilmarinen is a leading pension insurance company in Finland with EUR 30 billion total assets. Before the current position at Ilmarinen, Timo Ritakallio has worked for 20 years in various top management positions in the banking industry. He has taken Master’s degree in law (LL.MM.) in the University of Turku in 1985, Master of Business Administration (MBA) in Helsinki University of Technology, Helsinki in 2001 and AMP (Advanced Management Program) in Harvard Business School, Boston, USA in 2006.


Tom Rotherham-Winqvist

Institutional Investors Roundtable (IIR) (United Kingdom)

Phone: Email:


Director

Tom is Director at the Institutional Investors Roundtable (IIR), where he is responsible for projects and innovation. The IIR helps pension funds and SWFs to collaborate on direct, private market investing including by hosting two meetings per year. The IIR's founding members are: ADIA, AIMCo, CIC, CDC International, CPP-IB, La Caisse (Quebec), OTPP, RDIF (Vnesheconombank), TIAA-CREF and QIC. Prior to joining the IIR, Tom spent four years as Director, Private Markets at Hermes Equity Ownership Services (EOS), whose owner is the BT Pension Scheme. Tom was BTPS’ representative in ILPA and founding Chair of the UNPRI Private Equity Steering Committee.

David Russell


Phone: Email:


Co-Head Responsible Investment

David Russell co-heads the Responsible Investment Team of USS Investment Management (USSIM), the fund manager for Universities Superannuation Scheme, where he has worked since 2001. USS is the second largest pension fund in the United Kingdom, with assets in excess of £33 billion and over 280,000 members. USS has a Responsible Investment (RI) team of six and a RI strategy which focuses on integrating extra financial factors into its investment processes across asset classes, and on engaging with public equities and other assets where these issues pose a risk to the fund’s investments. David is a Board member of the PRI Association. He also sits on the British Venture Capital Association Responsible Investment Advisory Board, and is a Steering Committee member of the Institutional Investors Group on Climate Change (IIGCC). He is also a member of the Royal Institute of Charters Surveyors (RICS) Valuation and Sustainability Group. David has previously worked as an Environmental Manager for a UK retail company, and was for five years a University lecturer in Environmental Management. He has a Masters Degree in Environmental Impact Assessment.


Will Sandbrook

National Employment Savings Trust (NEST) (United Kingdom)

Phone: Email:


Director of Strategy, Research and Analysis

Will has been Director of Strategy at NEST since 2011 having previously led the Corporate Affairs team. He is responsible for strategic planning and performance, public policy and financial and business volume forecasting. Through Will’s role at NEST he also sits on the International Center for Pension Managements Research Committee. Before coming to NEST, Will was a senior policy analyst in the Department for Work and Pensions, working on various aspects of UK social policy, including pension reform. Outside of NEST, he is a trustee of the charity Victim Support.

Philippe Soubirous


Phone: Email:


Vice President

By a decree published on March 29 2012, Mr. Philippe Soubirous has been appointed as the new Vice President of the Board of ERAFP, the French Public Service Additional Pension Scheme. Mr. Soubirous holds a Master’s Degree in Public Low from Paris XI University. He is Administrative Officer within the Human Resources Department of the Ministry of Defense. He is Employee Representative for the Public Service (Force Ouvrière – French Trade Union). In addition, Mr. Philippe Soubirous seats on various boards such as the French “National School of Administration” (ENA); the Voluntary and Complementary public pension scheme (Prefon), and the French Pension Advisory Council (C.O.R.).

Onno Steenbeek


Phone: Email:


MD ALM and Client Risk Management

Onno Steenbeek (1967) is managing director of ALM and Client Risk Management at the All Pensions Group (APG) in The Netherlands. This department plays a central role in the determination of the financial strategy for associated pension funds which manage a total of more than €350 billion. The department is also responsible for various current research projects, such as pension contract redesign and longevity modelling. One day a week Steenbeek is Professor of Pension Fund Risk Management at the Erasmus School of Economics in Rotterdam. Apart from lecturing on various finance subjects, he conducts academic research and publishes articles in the pensions management field. Onno is Co-Chair of the Rotman ICPM Research Committee.


Paul Trickett


Phone: Email:


Trustee

Paul is currently Chair of Railpen Investmnets he also chairs the trustees of 3 UK pension schemes, the Zurich UK pension plan and the Legal and General Mastertrust. He is a board member of Aberforth Smaller Companies Investment Trust, Insight Investment and Thomas Miller Investment and an adviser to Muse Advisory. Prior to his non executive career Paul was Managing Director at Goldman Sachs Asset Management, head of the EMEA investment consulting business at Towers Watson and Chief Executive of the British Coal pension schemes

Mark Tume


Phone: Email:


Director

Mark Tume was appointed to the Board of the Guardians of New Zealand Superannuation in April 2006. His term of office expires on 30 April 2016. Over his 20-year career, Mark has held a variety of senior roles within the finance sector, in areas such as investment management, capital markets, asset and liability management, and risk control. Mark holds a number of directorships, including New Zealand Oil and Gas, the New Zealand Refining Company Limited and Infratil Limited. Mark holds a Bachelor of Business Studies, a Diploma in Banking Studies (Treasury Management) from Massey University, and a Hunter Fellowship from Victoria University was appointed to the Board of the Guardians of New Zealand Superannuation in April 2006.


Roger Urwin

Towers Watson (United Kingdom)

Phone: Email:


Global Head of Investment Content

Roger assumed the new post of Global Head of Investment Content at Towers Watson in July 2008 after acting as the Global Head of the investment practice from 1995 to 2008. Roger joined Watson Wyatt in 1989 to start the firm's investment consulting practice and under his leadership the practice grew to a global team of over 500. His prior career involved heading the Mercer investment practice and leading the business development and quantitative investment functions at Gartmore Investment Management. Roger’s current role includes work for some of the firm's major investment clients both in the UK and internationally. He leads the firm’s work on transformational change and has conducted major strategic reviews at a number of global leading funds. He is also involved with the Towers Watson thought leadership group (Thinking Ahead Group). His investment innovations include three global firsts: the origination of the first target date DC funds (in 1988), the risk budget framework (in 1999) and the governance budget framework for assessing asset owner organisational effectiveness (in 2007). He is also the author of a number of papers on asset allocation policy, manager selection and governance and sustainability. He is on the Board of the CFA Institute and an Advisory Director to MSCI Inc. Roger has a degree in Mathematics from Oxford University and a Masters in Applied Statistics also from Oxford. He qualified as a Fellow of the Institute of Actuaries in 1983

Jaap van Dam



Chief Strategist, Managing Director

As Managing Director Strategy, Mr. Van Dam is responsible for the Strategic Asset Allocation and the Investment Plan for the clients of PGGM Institutional Business. He is a member of the ALM, Investment and Allocation Committees and of the Management Team of PGGM Institutional Business. Mr. Van Dam is a member of the ICPM Research Committee, the Investment Board of the Dutch Society of Industry Pension funds (Pensioenfederatie) and the EDHEC‐Risk Institute International Advisory Board. He graduated in 1987 from Rotterdam Erasmus University where he studied Finance. Mr. Van Dam started at PGGM Investments in 2005 as Head of Inhouse Equities. In 2006 he was appointed Chief Strategist.


Casper van Ewijk

Netspar (Netherlands) Phone: Email:


Chairman of the Board

Casper van Ewijk (1953) is professor in economics at the University of Amsterdam and director of Netspar, the Network for Studies on Pensions, Aging and Retirement (www.netspar.nl). Until October 2013 he was deputy director of CPB Netherlands Bureau for Economic Policy Research and member of the Social Economic Council of the Netherland. Currently, he is a member of the board of advisors of the Dutch Healthcare Authority. Casper van Ewijk has published on pensions, aging and budgetary policy.

Michiel van Leuvensteijn


Phone: Email:


Corporate Strategy and Policy, Senior Economist

Michiel van Leuvensteijn graduated from the VU University Amsterdam in 1991 and received his PhD in Economics at Utrecht University in 2009. Before joining CPB Netherlands Bureau for Economic Policy Analysis in 2000 as Senior Economist, he was affiliated with the Ministry of Social Affairs and Employment in the Netherlands. In 2006, he has been engaged in research on the nature of competition in EU insurance and banking markets as Expert at the European Central Bank. Currently, he is Senior Policy Advisor at APG, Department Corporate Strategy and Policy, and at this juncture working together with the OECD on pension contracts & governance and representing APG as Sherpa in the Long Term Investors Club in Paris.


Joop van Lunteren

ABP (Netherlands) Phone: Email:


Vice Chair Board of Trustees

Joop N. van Lunteren, Llm. (1945) graduated in Tax Law and Public Finance at Leyden University in 1970. He started his professional career in the Ministry of Finance and the Tax Administration as a tax inspector. Between 1974 and 1984 he held a number of positions in fields as HRM, training and Corporate Communication. In 1984 Van Lunteren became Deputy Director-General of the Netherlands’ Tax and Customs Administration. In that position he was i.a. responsible for informatization and organizational development. From 1993 to 2000 Van Lunteren was Director-General, Chairman of the board of the Netherlands’ Tax and Customs Administration. From 2000 till 2002 he managed the creation of UWV, the national social security agency.As of January 2002 Joop van Lunteren is associated with PBLQ HEC, a consultancy firm that works in the field of strategy, management and ICT in the public sector and as of 2013 he is also Senior Advisor to The Boston Consulting Group. Van Lunteren is a member of the Board of Trustees of ABP, one of the world's three largest pension funds, chairman of the advisory board of a large government agency in the field of education and member of the supervisory board of an Investment Fund for public private partnerships. Between 2002 and 2010 he was non-executive Chairman of CBS, the Netherlands’ National Bureau of Statistics. Since 2001 he occasionally takes part in IMF and World Bank missions as an expert on tax administration.


Benne van Popta

MN Phone: Email:


Chair

Benne van Popta was born in The Netherlands. He studied macro-economics, public finance and political economics (1970 – 1976). He worked at the Ministry of Finance for thirteen years (Treasury, 1976-1979; Budget Department, 1986 – 1995; lastly as deputy director for Budget Affairs) and was Chief Economist at the Secretariat of the Social and Economic Council (one of the two social dialogue institutions in The Netherlands) for six years (1980 – 1986). In 1995 he joined the small business organization MKB-Nederland. There, Mr. van Popta was Director Economic and Social Affairs, Director European Affairs and CFO. On behalf of this organization he was a member of the Board of UEAPME (the European Association of Craft, Small and Medium-sized Enterprises), where he served two terms as a Vice-President, responsible for European social affairs and European social dialogue. Since 2000 he has chaired the Pension Fund for the Retail Sector on behalf of the employers’ organizations in the retail sector, and from 2011 he is the employers’ chair of the Pension Fund for Small Industry, on behalf of the employers organizations in the small industry sector. (These sectoral employers’ organizations are members of MKB-Nederland). He was the representative of MKB-Nederland in the recent round of negotiations (2010/11) on pension reform in The Netherlands. He is also a member of the Board of the recently founded Pension Federation in The Netherlands and is the employers’ chair of the Dutch Association of Industry-wide Pension Funds (2005). In May 2011, he was elected Vice-Chair of the Occupational Pensions Stakeholder Group at the European Insurance and Occupational Pensions Authority, EIOPA. In autumn 2011 Mr van Popta has joined the board of the EFRP (European Federation of Retirement Provisions) on behalf of the Dutch Pension Federation.

Rosemary Vilgan




Ms Rosemary Vilgan is Chief Executive Officer of QSuper. Ms Vilgan worked in various roles at QSuper culminating in her appointment as CEO in 1998. As part of this role she is CEO of QSuper Limited and CEO of QSuper’s financial planning subsidiary, QInvest Limited. She was an elected director of the Association of Superannuation Funds of Australia (ASFA) and served six years as Chairman of its Board. Other current roles include the Queensland Government Superannuation Officer, a Council member and Chair of the Audit and Risk Management Committee of the Queensland University of Technology and a member of the Federal Treasurer’s Financial Services Advisory Council (FSAC).


Theodore Waddelow


Phone: Email:


Associate

Theodore Waddelow is an Analyst at Albright Stonebridge Group (ASG), where he supports the activities of the firm’s Chair, former U.S. National Security Advisor Samuel R. Berger. Previously, Theodore was an Associate in ASG’s Middle East Practice, where he helped build the firm’s knowledge management platform. Prior to joining ASG, he was awarded a Fulbright Fellowship by the U.S. government, and researched environmental change and related social issues in Bahrain. Theodore earned his BA at Oberlin College.

Jim Walker

Healthcare of Ontario Pension Plan (HOOPP) (Canada)

Phone: Email:


Managing Partner

Jim Walker is the head of the private capital group at one of Canada’s largest pension funds. More specifically, Jim is the Managing Partner of HOOPP Capital Partners which is the private capital group within the Healthcare of Ontario Pension Plan (“HOOPP). Prior to that, Jim had co-founded and was a Managing Director of Callisto Capital, a mid-market Canadian private equity firm working with management teams to build industry-leading businesses. Prior to Jim’s private equity career, he was a senior officer (including President and Chief Executive Officer) of Gentra Inc., a leading publicly traded property investment and real estate merchant banking operation. Before joining Gentra, Jim was a partner with the law firm of Fraser & Beatty (now part of Dentons), specializing in mergers and acquisitions and securities law. Jim has a B.Comm. from University of Toronto (Trinity College )and a LLB. from Queen’s University.

Laurence Waring

Alberta Local Authorities Pension Plan Corp (ALAPP) (Canada)

Phone: Email:


Vice President Investments

Laurence Waring is the Vice President, Investments. Laurence has extensive experience in the field of investment management, most recently with his own consulting firm Waring Advisory Services, Inc. Previously, Laurence was the Director, Investments for the Universities Academic Pension Plan (UAPP), and the Director, External Fund Management for the Government of Alberta’s Finance Department.


Richard Williams


Phone: Email:

+31.207.220.5025 NA

CIRO

Richard joined RPMI in 2014 and is part of the investment leadership team, focussing primarily on all aspects of investment risk. Richard was most recently a partner at BlueCrest Capital Management (UK) LLP and previously Chief Investment Officer of Fischer, Francis Trees & Watts and at both firms managed multi-sector global fixed income portfolios on behalf of RPMI. He is a Fellow of the Institute and Faculty of Actuaries and is Chairman of CBF Church of England Funds.

Helene Winch

Principles for Responsible Investment (United Kingdom)

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Director of Policy and Research

Helene Winch joined the United Nations-supported Principles for Responsible Investment (PRI) in October 2013 as Director of Policy and Research and is responsible for the PRI’s newly formed policy and research work stream, supporting signatories to identify and overcome barriers that currently prevent financial markets from functioning more sustainably. She was previously Head of Policy at BT Pension Scheme Management Ltd, the executive company and investment advisor to the £40bn BT Pension Scheme (BTPS). BTPS is one of the largest defined benefit pension schemes in the United Kingdom and a founding signatory of the PRI. In this role, Helene held discussions with governments and regulators on behalf of BTPS and developed the pension schemes’ sustainable investment strategy. She previously held investment roles at Hermes Fund Managers as a portfolio manager for the £1bn Hermes commodity fund, at Refco managing pension scheme commodity allocations, and at ANZ Investment Bank and Rabobank. She has also held board positions at IIGCC (Institutional Investors Group on Climate Change) and Hermes EOS. Ms. Winch has an MSc in Maths and Finance from Imperial College, London and an MA in Engineering Science from Cambridge University’


Barbara Zvan


Phone: Email:


Chief Investment Risk Officer, SVP Asset Mix & Risk

Barbara Zvan works for the Ontario Teachers’ Pension Plan as Senior Vice-President, Asset Mix and Risk and is also the plan’s Chief Investment Risk Officer. Barbara and her team of investment professionals oversee the development of the fund’s long-term investment strategy based on the economic outlooks, asset and liability matching, and risk analysis. She assists both the Executive Team and the Board of Directors with the management, measurement and reporting of investment risk for the fund through her role as Chief Investment Risk Officer, membership on the Executive Team and participation in the Enterprise Risk Management Committee. Barbara also works in partnership with the Province of Ontario and the Ontario Teachers’ Federation on issues surrounding pension funding. Barbara joined Teachers’ in 1995 as Assistant Portfolio Manager and rose steadily through the ranks to her current position on the Executive Team. She is a Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries and is also a Chartered Enterprise Risk Analyst. Barbara is the current Board Chair of Rotman’s International Centre for Pension Management (ICPM).

directories combined may 2014

Documents

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private pensions

private pension unit

icpm oecd conference

rotman international

private sector

head of private equity

privateequity fund