Event Speakers

CAIA Toronto - Looking Through the Storm: The Current State of Private Capital

  • Date: February 21, 2023
  • Location: Lennox Hall

Speakers

John Bowman
Organization: CAIA Association


John Bowman, CFA, serves as Executive Vice President for the CAIA Association, overseeing the industry leading CAIA charter, thought leadership and content development, and CAIA's Asia Pacific strategy. John has devoted over 20 years to the asset management industry to recover the narrative of the value that the investment profession bring to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Bowman joined CFA Institute in 2004 after holding several industry positions. He served as a portfolio manager at Mellon Growth Advisors (MGA), where he was responsible for portfolio construction and stock selection for the MGA International Growth and MGA Global Growth strategies. Bowman also served as a portfolio manager for the International Growth Opportunities Strategy at State Street Global Advisors (SSgA) in its Global Fundamental Strategies Group. John is a prolific writer and commentator, frequently appearing in industry and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Financial Advisor, The Independent, Wealthmanagement.com and CNBC. Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder.


Tanya Carmichael
Organization: Roxborough Advisory


Tanya Carmichael, Private Equity Investor | Return-on-Impact Advisor for ESG in PE & Pension Funds | Systems Thinker, is committed to creating catalytic impact pathways through a systems-thinking approach. With more than 20 years of investment experience, Tanya carved out an executive pathway in private equity on the back of one key differentiator discovered early in her career: a passion for ESG injection into investment strategy and leadership. She went on to manage a $12B fund portfolio and global investment team as Managing Director and Head of Global Funds, Private Capital for Ontario Teachers’ Pension Plan. A firm believer in the power of global collaboration, Tanya served as Chair of ILPA and was also a member of the UN PRI Private Equity Steering Committee. Tanya holds a Bachelor of Laws (LL.B) from Western University and earned her ICD.D designation from the Institute of Corporate Directors and Rotman (University of Toronto). With a non-traditional background in the world of private equity and corporate finance, she brings a progressive perspective and vision for a reimagined infrastructure of finance to support people, profit and purpose in equal balance. Tanya serves as a speaker and advisor partnering with pension fund leaders, Boards, and institutional investors to re-imagine ESG, culture, and DE&I initiatives as part of their broader investment strategy. She believes the next frontier of sustainable, future-proofed investment can be achieved by leveraging holistic systems thinking, interconnectedness of investor and society, purpose loops and operational pathways for change.