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Steve Adang is Founder and President of FLARE™ Risk Intelligence,  a fintech firm providing capital allocators with portfolio and risk analytical insights to inform better decision making via software, research and data visualization.   He also manages multi-asset and alternative investment portfolios as a Portfolio Manager with Anchor Pacific Investments of Aligned Capital Partners.

As Deputy Chief Investment Officer, William oversees Nicola Wealth’s overall investment strategy and leads the ongoing evolution of its diversified platform. With more than two decades of experience in financial markets, Will is recognized for his ability to combine technical expertise with sound judgment to guide investment decisions across public and private asset classes.

Before becoming CIO, Will played a pivotal role in managing public Fixed Income and internalizing mandates within the firm. Earlier in his career, he served as Vice President and Head of Fixed Income at RBC Phillips, Hager & North, where he led high-performing teams and cultivated strong client relationships. He also held senior roles in U.S. Treasury trading at Barclays Capital and Deutsche Bank Securities, with a focus on disciplined execution and market share growth.

During his professional career, he has also spent time as a Secondary School Math Teacher in the North Vancouver School District, teaching mathematics and computer programming to students in grades 8 to 12.

He holds an Honours Bachelor of Applied Mathematics, Co-op from the University of Waterloo and a Bachelor of Education – Mathematics from the University of British Columbia. Additionally, Will is a Chartered Investment Manager (CIM).

Beyond his professional life, Will is passionate about the Take a Hike Foundation, to which he has devoted significant time and support.

Brendan Livingstone is a Senior Vice President, Total Portfolio Management at CC&L Private Capital. In this role, he is responsible for asset allocation, sub-advisor evaluation, and implementation. Prior to joining CC&L Private Capital, Brendan was Director of Macro Strategy at Rosenberg Research. He has also held macro research roles at Gluskin Sheff and Macquarie Securities Group. Brendan holds a Bachelor of Commerce degree from Queen’s University and is a CFA Charterholder.

In this role, he covers equity, fixed income, alternative and multi-asset strategies. He also leads a team of investment professionals who communicate and deliver investment solutions to clients through collaboration with portfolio managers, relationship managers and distribution teams. Naqvi was previously the head of institutional asset allocation at the firm where he was accountable for designing strategic asset mix, fund selection and portfolio management of active balanced funds and custom funds of fund solutions. He has previous experience working in fixed income and investment solutions development as a vice-president with a global investment management firm along with experience within investment consulting. He holds a bachelor of business administration with honours from Wilfrid Laurier University.

Andrea has been serving institutional investors since 2009, with an emphasis on investments for much of her career. Andrea has worked with a variety of clients ranging in size and plan type, with a current focus on capital accumulation plans. Due to her background, she takes a keen interest in the fund lineup that sponsors offer to their members. Andrea assists sponsors in the articulation and documentation of their investment beliefs, and helps align the structure of the fund lineup to match those ideals. In reviewing performance of the plan, Andrea helps clients interpret their plan statistics to make informed decisions, to improve member engagement and retirement outcomes. Andrea also works closely with TELUS Health’s Investment Consulting team, in developing ongoing independent investment oversight of funds. She leads the Target Date Fund research efforts, and sits on a committee assessing research conducted on all asset classes by TELUS Health’s investment analysts.