Executive Vice President & Chief Risk Officer
Caisse de dépôt et placement du Québec
Claude Bergeron has been Executive Vice-President and Chief Risk Officer since November 2009. In this capacity, he oversees the teams responsible for monitoring, measuring and analyzing risk at la Caisse. His team is also responsible for promoting a risk culture within the institution by focusing on specialized expertise in la Caisse’s investment areas and applying the tools developed to identify risks. The team also plays an active role in all management processes. Co-Chair of the Investment-Risk Committee, Mr. Bergeron sits on the Executive Committee.
Chief Investment Officer
Alberta Teachers’ Retirement Fund
Derek Brodersen, Chief Investment Officer, Alberta Teachers’ Retirement Fund Derek Brodersen is responsible for the development, implementation and ongoing management of investment policies, strategies and systems and the monitoring and evaluating of investment performance and policy compliance.
Mr. Brodersen joined ATRF in February 1997 as Portfolio Manager, Equities; he assumed the role of Chief Investment Officer in September 2008. Previously, he was Vice President, Equities at Crown Life Investment Management Inc. and also managed investments in the firm’s fixed income and private equity areas. Mr. Brodersen holds Bachelor of Commerce from the University of Manitoba, an MBA from York University and CFA and ICD.D designations. He is a member of the CFA Institute, the Edmonton CFA Society, the Pension Investment Association of Canada, the Institute of Corporate Directors and is a board member of the Canadian Coalition for Good Governance.
Chief Risk Officer and Head of Research
University of Toronto Asset Management (UTAM)
Doug joined UTAM in 2017 and is responsible for asset allocation modeling, risk management and measurement, research, and performance analysis. Doug chairs the Management Investment Risk Committee and is a member of several other internal management committees.
Previously, Doug worked for 15 years at OPTrust, where his responsibilities included developing strategic allocation models, risk factor research, internal and external portfolio evaluations, implementing performance and ALM systems and developing a set of quantitative tools to inform investment decisions.
Doug holds a PhD in Finance from the EDHEC Business School, a Master’s degree in Science with a specialisation in Finance from the University of Reading (M.Sc.), a Master’s degree in Statistics from the University of Toronto (M.Sc.), and a Bachelor’s degree in Mathematics and its Applications from the University of Toronto (B.Sc.). In addition, Doug holds the Chartered Financial Analyst (CFA), Professional Risk Manager (PRM) and Certificate in Quantitative Finance (CQF) designations.
Chief Investment Officer
Workplace Safety and Insurance Board (WSIB)
John is the Chief Investment Officer for the Workplace Safety and Insurance Board. In his role as the Chief Investment Officer, John is responsible for the development, management and implementation of the Strategic Investment Plan for the WSIB Insurance Fund, Loss of Retirement Income Fund and WSIB Employee’s Pension Fund. John Denham has been employed with the WSIB since January, 2005.
Previously John worked for the IBM Retirement Funds team managing total fund governance and investments for the Canadian fund and Domestic Equities for the US Retirement Fund. Prior to IBM, John managed the Xerox Canada Retirement Fund and Treasury Operations group for 9 years. Prior to Xerox, John worked for Manulife and in public practice with Deloitte & Touche.
John holds Chartered Accountant and Chartered Financial Analyst designations as well as a Bachelor of Mathematics from University of Waterloo.
Chief Investment Officer
Saskatchewan Healthcare Employees’ Pension Plan (SHEPP)
Janet Julé was appointed Chief Investment Officer for the Saskatchewan Healthcare Employees’ Pension Plan in August 2015, with responsibility for making investment strategy recommendations, building and leading the internal investment department and administering the Plan assets. Prior to her current role, Janet was a partner with Aon Hewitt, with over 20 years investment consulting experience, working with private and public sector boards across a number of industries. Previously, she provided investment analysis and advice as a Director with Crown Investments Corporation of Saskatchewan, a holding company for the Province’s Crown and other investments. Janet holds Chartered Financial Analyst and Chartered Professional Accountant designations.
Chief Economist, BCI, the British Columbia Investment Management Corporation
Chris Lawless provides analysis and advice on economic and market trends and issues, and long-horizon investment strategy and risks. With extensive experience analyzing policy and forecasting the British Columbia, Canadian and global economies, Chris has served as chief economist with the B.C. Ministry of Finance, with the Library of Parliament’s economic research service, and as an advisor to House of Commons and Senate committees. Chris has an M.A. in economics from Carleton University in Ottawa, and holds the Certified Business Economist designation from the National Association for Business Economics. Chris is a director of the Canadian Association for Business Economics and vicepresident of the Pacific Northwest Regional Economic Conference. He is a member of various other professional and community boards, including the Border Policy Research Institute at Western Washington University and the Art Gallery of Greater Victoria.
Former Vice President, Policy Portfolio & Asset Liability Management
Martin is a seasoned, financial services professional with more than 25 years of institutional investment experience in portfolio construction and management, including strategic asset allocation, and business development.
Martin joined PSP Investments, one of Canada’s biggest institutional investors, in June 2008 and was appointed Vice President, Portfolio and Asset-Liability Management, in 2010. In his current position as Vice President, Portfolio Construction, CIO Group, he leads an investment team responsible for the construction of PSP`s total fund portfolio.
Martin previously worked for almost 10 years with Fidelity Investments: initially, as an analyst then as a manager of the institutional asset allocation team in Boston, and later as Vice President, Consultant Relations and Institutional Investors, and member of the Canadian institutional leadership team. Martin began his career as a pension actuary then as an investment consultant and associate with William Mercer Human Resources Consultancy Limited in Montréal.
Martin is a Fellow of the Society of Actuaries and a Member of the Canadian Institute of Actuaries, where he has served on the Committee on Investment Practice and the Committee on Enterprise Risk Application.
Martin holds a BSc in Mathematics, specializing in Actuarial Science, from the Université de Montréal.
Stephen J. Thompson
Executive Director, Capital Markets
Department of Treasury Board and Finance
Government of Alberta
Steve is the Executive Director of Capital Markets for the Government of Alberta. Steve heads up the Capital Markets team responsible for the development and execution of the Province of Alberta’s borrowing and debt management strategy, alternative finance projects and the development of investment strategy and investment policy for the Province’s $18 billion Heritage Fund and other provincial endowments. He advises government on the use of the Provincial credit and relationships with the global capital markets and investor communities. Prior to joining the Alberta team in 2013, Steve worked for 15 years at the Province of Nova Scotia where he was responsible for the Province’s extensive derivative portfolio, debt issuance and fixed income asset management. Prior to joining government, Steve spent 10 years with the Bank of Nova Scotia in operations and commercial banking. Steve is a Chartered Financial Analyst and holds degrees in Finance and Economics from Saint Mary’s University.
Retired Chief Executive Officer & Chief Investment Officer
Halifax Regional Municipality Pension Plan
Terri Troy recently retired as CEO of the Halifax Regional Municipality Pension Plan. She has more than 25 years of experience in investment management, pensions, corporate strategy, and mergers and acquisitions. As CEO of the Halifax Regional Municipality Pension Plan, she transformed the governance structure, investment strategy, and customer service function between 2006-2017. Innovative investment strategies implemented included factor investing, portable alpha, and a significant emphasis on private investments including co-investments, syndications/club deals with other large institutional investors, and direct investments, etc. While CEO, Terri was a Board member of Calon Energy, a UK based energy company and a Board member of Alignvest Management, a Canadian financial services corporation. She was a member of Investor Advisory Committees for various global private investments including UK, European and US private equity; UK, Australian and Canadian infrastructure; European, UK, Asian, US and Canadian real estate; and European, UK, and US private debt.
Prior to the CEO role, Terri was responsible for the investment strategy for RBC’s 33 global pension plans between 2000-2006. Prior to RBC, Terri held various roles at CIBC including corporate strategy, mergers & acquisitions, and wealth management.
Terri has held various leadership roles in the pension industry including being a Board Member of the Pension Investment Association of Canada from 2004-2009; Chair of the Board in 2007, Chair of the Investment Practices Committee 2004-2009, Chair of the Government Relations Committee, 2010-2011 and a member of the International Limited Partnership’s Association’s Education Committee 2016-2018.
Over the course of her career, Terri has received many awards including the Leading Pension Plan Sponsor Award in 2011 and the Top 25 Most Influential Plan Sponsors in 2009 & 2010. Terri has an MBA from York University and an HBBA from Wilfrid Laurier. She also holds the CFA charter and is currently enrolled in the Institute of Corporate Directors course at Rotman.
Managing Director, Head of Portfolio Construction
Kevin Zhu is Managing Director, Head of Portfolio Construction at OPTrust, one of Canada’s largest defined benefit pension funds with net assets of $19 billion.
Mr. Zhu has over 15 years of experience in the financial services industry, including both central banking and total portfolio investment strategy design for large Canadian defined benefit pension plans. He joined OPTrust in 2016 where he currently leads Total Fund portfolio management functions, including portfolio construction research and innovation, capital and risk allocation across asset classes and strategies, and dynamic overlay portfolio management. Previously, he held the position of Director, Strategy and Asset Mix at Ontario Teachers’ Pension Plan.
Prior to this appointment, Mr. Zhu was Senior Economist at the Bank of Canada. He holds a BA in Business and Administration from Donghua University in China, a MA in Economics from Carleton University and is a CFA Charterholder. Mr. Zhu was just named to Sovereign Wealth Fund Institute’s Public Investor 100.