Event Speakers

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Carmen leads business relationships with assigned clients at BCI. She is an investment professional with 19 years of experience in the financial services industry including advisory roles and institutional investment management capability in investment strategy, external manager oversight, and cross-asset and derivatives trading. With 14 years of experience at BCI, she brings considerable knowledge of diverse institutional client needs. In her spare time, she co-founded and co-chaired Women in Capital Markets (WCM) in Victoria. Carmen holds a Bachelor of Commerce degree with distinction from UVic and is a CFA charterholder. She completed the PFP (honours) and AICB designations, as well as several licensing courses such as futures, derivatives, options, and trading. She also holds a certification in contract law from Harvard University.

Martin is responsible for setting the strategic direction for the firm as well as the ongoing oversight of our business and investment programs. In addition, he is head of the asset allocation committee, chairs the investment risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. He is also on the board of directors of Connor, Clark & Lunn Financial Group Ltd. Martin joined the firm in 1990 and has had responsibilities in a variety of areas, including equity trading, quantitative and fundamental research, and portfolio management. He was also the previous leader of the Quantitative Equity Team.

Steve is responsible for managing the CAIA Charter curriculum, ensuring the content remains relevant and reflects current trends in the institutional asset allocator space. He joined CAIA Association in 2022 and has been a Charterholder since 2011. Prior to CAIA Association, Steve was a faculty member at Ithaca College in Ithaca, NY, where he taught a variety of finance courses including: Cryptocurrencies, Alternative Asset Management, and Wealth Management, among others. Before entering academia, he worked at his alma mater, Cornell University, (B.S. 2004, MPS 2006) in the Office of University Investments. In his time at Cornell University, Steve invested across a variety of asset classes for the $6 billion endowment. His twelve years at Cornell generated substantial insight into endowment management and fund investing across the alternatives and traditional landscape.