CAIA Canada West, AIMA Canada and CFA Society Vancouver host the 15th Annual Alternative Investment Outlook Forum
March 7, 2024
Note: All times listed are in local time
Venue:The Vancouver Club
915 Hastings St
Vancouver, BC V6C 1C6
Fee(s):This event has a fee
CAIA MEMBERS CLICK HERE TO REGISTER
Jointly hosted by CAIA Canada West, AIMA Canada and CFA Society Vancouver, the Annual Alternative Investment Outlook Forum brings together leaders from across the industry to discuss the changing landscape and outlook of alternative investments.
This year, we will discuss credit strategies (both public and private); take a look at private equity & venture capital trends; and wrap up with an investor asset allocation discussion.
The event will conclude with our celebrated networking reception.
1:45 pm: Registration open – refreshments served.
2:15 pm – 4:00 pm: Outlook Forum
4:00 pm – 5:30 pm: Networking Reception
SessionsCredit Market Discussion
Public vs. private strategies
- current market conditions, opportunities and challenges, roles in a portfolio, trends and outlookDaniel Child, CFA, CA, CPA
Founder & Portfolio ManagerYTM CapitalJustin Plouffe
Managing Director &Deputy CIO for Global CreditCarlyleModerator:
CEO & Portfolio Manager,
ICM Asset Management CorporationPrivate Equity & Venture Capital
Industry Data & TrendsHilary Wiek, CAIA, CFA
Senior StrategistPitchBookSenia Rapisarda
Managing DirectorHarbourVestInvestor Asset Allocation Panel
Evolution of asset allocation, roles of alternatives, challenges and opportunities, and outlook
Dawn Jia, CFA
President & CEO UBC Investment Management
Head of Asset Management Operations
Hubert Hwang, CFA
George & Bell
Eugene Lee, CFA
Vice President, Investments,
CFA/CAIA/AIMA Members: $55.00
Includes arrival refreshments followed by networking reception first drink and hors d’oeuvres.
Table Purchase (seating 8) – on request to firstname.lastname@example.org
Organization: YTM Capital
After graduating from Ivey Business School, Daniel embarked on a public accounting career. He earned his Chartered Accountancy designation and then changed gears, securing a job as a bond trader at CIBC in 1994. Three years later he moved to Scotiabank Global Banking & Markets where he rose to Head Corporate Bond Trader. He actively traded and made markets for 11 years with responsibility for Scotia’s Canadian corporate bond portfolio and MBS/ABS book. Daniel priced hundreds of new issues and traded billions of dollars of the Bank’s capital in bonds, while employing risk management that allowed him to successfully report to the Bank’s Liability Committee. In 2010 Daniel combined his risk and credit expertise with his entrepreneurial spirit and founded YTM Capital. His vision is to provide investors with income solutions that protect on the downside and optimize the potential for strong risk-adjusted returns.
Organization: ICM Asset Management
John Courtliff is Chief Executive Officer and a Partner of ICM Asset Management and a Portfolio Manager of ICM Investment Management Inc.
Mr. Courtliff joined ICM in 2011 and became CEO in 2022. Mr. Courtliff has over 15 years of investment industry experience, beginning his career in investment banking before transitioning to real estate asset and investment management. His experience includes structuring complex domestic and cross-border transactions and investment vehicles, underwriting and closing investment opportunities in the U.S., Mexico and Canada, and portfolio/fund management.
Organization: George & Bell Consulting
Hubert is a Principal with George & Bell Consulting, specializing in delivering research, analysis, and advice on investment-related matters to institutional clients.
Along with his role as a consultant, Hubert leads George & Bell’s investment strategy and manager research initiatives. His expertise extends to investment due diligence, asset mix analysis, plan governance, and portfolio monitoring. Additionally, Hubert contributes to the firm's commitment to community engagement as a member of the Indigenous Relationships Committee.
Prior to joining George & Bell, Hubert worked at a global consulting firm where he conducted research and due diligence on investment matters for institutional clients. His career also includes experience as an accountant with a specialty lending subsidiary of a Canadian bank.
Hubert works with a wide array of institutional investors, including pension plans, benefit plans, endowments, foundations, and Indigenous communities.
Hubert is a Chartered Financial Analyst charterholder. He graduated from the University of British Columbia in 2008 with a Bachelor of Commerce in Accounting and International Business. He currently sits on the Finance, Audit, and Investment Committees of the Banff Canmore Community Foundation and YWCA Calgary.
Organization: UBC Investment Management Trust
As the President and CEO of UBC Investment Management Inc. (UBCIM), Dawn Jia is responsible for the
overall investment activities and monitoring of the portfolios under UBCIM’s oversight. She also oversees the operations of UBCIM and provides strategic and operating objectives to the organization.
Prior to joining UBCIM, Dawn was a Senior Portfolio Manager at the Canada Pension Plan Investment Board (CPPIB). At CPPIB, Dawn and her team were responsible for ensuring that the total portfolio delivered on its overall mandate, by rebalancing it to the desired systematic exposures.
Dawn is a Board Member of Vancouver Foundation and the Chair of its Investment Committee. She also
serves on the Board of Canadian Coalition for Good Governance (CCGG). Previously, she served on the
Investment Committee of Ontario Hospital Association (OHA). Dawn is a founding member of the Advisory Board of Western University’s Master of Financial Economics Program.
Dawn received her MBA from the Ivey Business School and an MS in Engineering from Tianjin University
in China. She is also a CFA charterholder.
Organization: Vancouver Foundation
Eugene Lee, Vice President, Investments, Vancouver Foundation has over 20 years of investment experience working with pensions, endowments, foundations, First Nations settlement trusts and private clients. Prior to joining Vancouver Foundation in 2016, Eugene spent three years at PBI Actuarial Consultants and 14 years at RBC Investor and Treasury Services and SEI Investments. Eugene volunteers his time as an investment committee member at the Real Estate Foundation of BC, the Public Guardian and Trustee of BC and the Foundation for Black Communities. Eugene is a Chartered Financial Analyst (CFA) charterholder and is a graduate from the University of British Columbia Sauder School of Business.
Organization: Global Credit Advisers
Justin Plouffe is a Managing Director and the Deputy Chief Investment Officer for Global Credit. He is based in New York. Mr. Plouffe focuses on investing across Carlyle’s credit strategies and driving growth initiatives for the Global Credit platform. He is a Portfolio Manager for several cross-platform credit strategies, including Carlyle Tactical Private Credit Fund, and serves on various Global Credit investment committees. In addition to his investing duties, he is ultimately responsible for investor relations and business development initiatives for Global Credit. He also serves as Co-Chief Executive Officer of TCG Capital Markets L.L.C., a SEC-registered broker/dealer affiliate of Carlyle. Since joining Carlyle in 2007, Mr. Plouffe has overseen CLO new issuance, led acquisitions of corporate credit management platforms, served as a portfolio manager for structured credit investments, developed proprietary portfolio management analytics, and negotiated a wide variety of financing facilities. Prior to joining Carlyle, Mr. Plouffe was an attorney at Ropes & Gray LLP. He has also served as a clerk on the U.S. Court of Appeals for the First Circuit and as a legislative assistant to a U.S. Congressman. Mr. Plouffe received his undergraduate degree from Princeton University and his JD from Columbia Law School, where he was an editor of The Columbia Law Review. He is a CFA Charterholder and holds Series 7, 24, 57, 63, 79 and 99 licenses.
Senia Rapisarda joined HarbourVest in 2014 to focus on partnership and direct co-investments in Canada and to expand HarbourVest’s local presence in the market.
Senia joined the Firm from BDC Venture Capital, where she was responsible for the establishment of a team focused on direct and indirect investments across Canada. Her previous experience includes positions at Nur Energie in London, London Business School, Nomura International, and Salomon Brothers, among other roles.
Senia received a JD (summa cum laude) from LUISS University in Rome in 1987 and a Masters in Law and Economics (Fulbright Scholar) from Columbia University in 1989. An Italian and Canadian citizen, Senia speaks fluent Italian, French, and Spanish.
Organization: Nicola Wealth Management
Bill Tilford is a respected, innovative veteran portfolio manager with deep technical and fundamental skills for building successful investment strategies using big data, AI, statistical and financial disciplines. With over three decades of investment experience, Bill has a proven track record in building and leading investment teams at prominent financial institutions such as RBC Global Asset Management Inc. (RBC GAM), Canada Pension Plan Investment Board (CPPIB), and Connor, Clark & Lunn (CC&L). His expertise extends to research roles at two major Canadian brokerage firms.
Throughout his career, Bill has been a trailblazer in Quantitative Investing, spearheading the development of style and factor strategies, including Value, Growth, Core, Low Vol, and Dividend-focused approaches. Additionally, he has played a pivotal role in crafting alternative investment strategies such as market-neutral and overlay structures. Notably, Bill contributed to the management of one of the largest overlay portfolios, employing fundamental and quantitative strategies in both stock and corporate debt markets during his tenure at CPPIB.
Bill's extensive experience encompasses managing diverse investment vehicles, ranging from pension plans (both as an external and internal manager) to retail mutual funds and Exchange Traded Funds. Leveraging his profound understanding of quant investments, he has researched and constructed various asset mix strategies, including those tailored for risk budgeting, completion portfolios, and liability-driven investing.
Environmental Social Governance considerations have always been integral to Bill's investment processes. His career highlights include managing the Ethical Growth fund at CC&L and leading the Responsible Investment team at CPPIB.
In 1992, Bill earned a Master’s in Mathematics (Statistics and Finance), following a Bachelor of Mathematics (Hons) in 1988, both from the University of Waterloo.
Organization: PitchBook Data
Hilary Wiek is a lead analyst at PitchBook, where she leads PitchBook’s coverage of fund strategies and performance, publishing primary research on the alternatives space and contributing to core report development. Wiek also heads PitchBook’s coverage of the ESG/impact investing space.
She has over 20 years of experience in asset owner, manager and advisory roles. Prior to joining PitchBook, Wiek was the director of investments at the Saint Paul & Minnesota Foundations, where she handled portfolio management, impact/ESG, investment diligence, and monitoring and investment operations. Before that, she worked in senior positions at Segal Rogerscasey, the South Carolina Retirement Systems Investment Commission, Buckingham Financial Group, Dayton Power & Light and KeyCorp.
Wiek received a master’s degree in finance and economics from Case Western Reserve University and a bachelor’s degree in business leadership and finance from the University of Puget Sound. She is based in PitchBook’s Seattle office.