Event Speakers

CAIA Vancouver and AIMA Canada present: The 10th Annual Alternative Investment Outlook Forum

  • Date: February 12, 2019
  • Location: Four Seasons Hotel

Speakers

Kaitlin Bergan
Organization: BlackRock


Kaitlin Bergan, Vice President, is a member of BlackRock’s Institutional Product Group, where she is responsible for driving distribution strategy around Sustainable products and Multi-Asset strategies for institutional clients. Prior to joining BlackRock, Ms. Bergan headed Investor Relations at G2 Investment Partners, a New York based hedge fund. Previously, she held roles in asset management marketing and investor relations in London and New York. Ms. Bergan earned a BA in History, with Honours, from the University of Oxford and she holds an M.Sc. from the London School of Economics.


Eugene Lee
Organization: Vancouver Foundation


Eugene is the Vice President of Investments and has over 20 years of experience working with pensions, endowments, foundations and Indigenous settlement trusts. Prior to joining Vancouver Foundation in 2016, Eugene spent three years at PBI Actuarial Consultants as an Investment Consultant and 14 years at RBC Investor and Treasury Services; working closely with various plan sponsors in developing investment policies and governance guidelines as well as manager research, performance monitoring and strategic asset mix analysis. Eugene is a graduate of the University of British Columbia Sauder School of Business and received his Chartered Financial Analyst (CFA) designation in 2002.


Stephen Malinak
Organization: TruValue Labs


Dr. Stephen Malinak is the Chief Data and Analytics Officer at Truvalue Labs. Stephen leads Truvalue Labs’ quantitative research team in applying artificial intelligence and machine learning techniques to create new financial signals from unstructured data. An industry leader in quantitative analytics, Stephen joined Truvalue Labs from Thomson Reuters, where he spearheaded the company’s quantitative analytics offering, StarMine, and developed over 15 quantitative models. He has an extensive track record of successful predictive models using widely varying techniques across numerous domains. He attended college at the Massachusetts Institute of Technology where he received his S.B. in Electrical Engineering and Computer Science. Malinak went on to receive his Masters and PhD in Engineering-Economic Systems from Stanford University.


Jason Milne
Organization: RBC Global Asset Management


Jason is Vice President and a member of RBC GAM’s Corporate Governance and Responsible Investment Group, the team responsible for promoting the integration of environmental, social, and governance factors into RBC GAM’s investment processes. He joined Phillips, Hager & North Investment Management in 2000, became the Corporate Governance Analyst soon after, and assumed his current role in 2008 when PH&N was acquired by RBC GAM. Prior to joining the firm, Jason had worked in the corporate finance department of a national brokerage firm and as a mutual fund accountant. He is also a current Board Member and past Board Chair of the Responsible Investment Association of Canada (RIA). Jason is a CFA® charterholder.


Priti Shokeen
Organization: MSCI


Priti is part of MSCI Indexes Institutional Asset Owner Coverage team. She is also the co-head of MSCI’s Women’s Leadership Forum in the Americas. Prior to index coverage role, Priti was the regional head of MSCI ESG Ratings and Research. In her current role, Priti is responsible for education and adoption of MSCI market cap, factor, and ESG indexes and is actively involved in ESG integration discussions among pension funds and endowments. Prior to joining MSCI, Priti managed consulting projects and research at Innovest Strategic Value Advisors, a pioneer ESG firm. In addition, she consulted the National Roundtable for the Economy and the Environment (NRTEE) on comparative analysis of transparency practices of public pension funds in the U.K. and Canada. Priti has worked in Geneva, Switzerland for the United Nations and in India for the Federation of Indian Chambers of Commerce and Industry. Priti has a Masters degree in Sociology from Warwick University and a Doctorate in Accounting and Finance from Kingston Business School, U.K. She lives in Toronto with her husband and two children.