Event Speakers

CAIA Vancouver 14th Annual Alternative Investment Forum

  • Date: March 9, 2023
  • Location: Fairmont Hotel Vancouver

Speakers

Martin Gerber
Organization: Connor Clark & Lunn Investment Management


Martin Gerber, President & CIO of Connor, Clark & Lunn Investment Management Ltd. 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. Martin holds a Bachelor of Commerce from the University of British Columbia and is a CFA charterholder.


Steven Novakovic
Organization: CAIA Association


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.


Sahar Sharafzadeh
Organization: Teck Resources


Sahar has been working for 8 years in the treasury department at Teck. She leads the investment management activities for Teck’s various retirement plans which total $3.3 billion and are comprised of defined benefit plans, defined contribution plans, group RRSPs, and retirement compensation arrangements. The defined benefit plans’ assets are invested 50% in fixed income, 35% in public equities, and 15% in alternative assets comprised of real estate and infrastructure investments. She is responsible for manager selection and due diligence, asset allocation design, reporting to internal pension committees and a committee of Teck’s Board, among other activities. Sahar is a CFA charterholder and holds a BBA from Simon Fraser University.