Event Profile

CAIA Canada West, AIMA Canada, and CFA Society Victoria present: The 6th Annual Victoria Alternative Investment Outlook Forum

Date(s):
March 6, 2024
Note:
All times listed are in local time
Venue:
Hotel Grand Pacific
463 Belleville St.
Victoria, BC BC V8V 1X3 
Fee(s):
This event has a fee
Description:

 
Jointly hosted by CAIA Canada West, AIMA Canada and CFA Society Victoria, the "Annual Victoria 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! 
 
Agenda:
2:30 pm – 3:00 pm: Registration & Coffee Networking
3:00PM – 4:45PM Outlook Forum
4:45PM – 6:00PM Networking Reception

Sessions

Credit Market Discussion
Public vs. private strategies
- current market conditions, opportunities and challenges, roles in a portfolio, trends and outlook


Daniel Child, CFA, CA, CPA
Founder & Portfolio Manager
YTM Capital

Brian Marcus
Managing Director &
Portfolio Manager in Global Credit
Carlyle

Moderated by:
Rudy Narvas
Senior Manager, Competitive Economic Intelligence,
M&A Execution
Questrade Financial Group

Private Equity & Venture Capital
Industry Data & Trends

Hilary Wiek, CAIA, CFA
Senior Strategist
PitchBook

Senia Rapisarda
Managing Director
HarbourVest

Investor Asset Allocation Panel
Evolution of asset allocation, roles of alternatives, challenges and opportunities, and outlook

Bill Tilford
Head of Asset Management Operations
Nicola Wealth

Carmen Firmani, CFA
Senior Manager, Client Relations, Corporate & Investor Relations,
BCI

Moderated by:
Kevin Dell, CFA, CAIA
Director of Investment Strategy and Risk,
Saskatchewan Healthcare Employees’ Pension Plan

Fees:
CFA/CAIA/AIMA Members: $35
Non-members: $55
Table Purchase (seating 6) – $210  (please e-mail Camille at info@CFAVictoria.com)

Includes arrival refreshments followed by networking reception first drink and hors d’oeuvres.
 
Location:
Hotel Grand Pacific
463 Belleville St., Victoria, BC V8V 1X3


Find it on Map

Hotel Grand Pacific
Documents to share:
Daniel Child
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.


Kevin Dell
Organization: Saskatchewan Healthcare Employees’ Pension Plan


Kevin Dell is the Director of Investment Strategy and Risk at the Saskatchewan Healthcare Employees’ Pension Plan based in Regina, Saskatchewan. His role involves overseeing risk management as well as leading asset mix, asset/liability, and liquidity management efforts. Prior to that, he held positions primarily focused on fixed income portfolio management at AIMCo, the Workers’ Compensation Board of Alberta, and the City of Edmonton. Kevin graduated with a Bachelor of Commerce with Distinction from the University of Alberta, and holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.


Carmen Firmani
Organization: BCI


Carmen leads business relationships with assigned clients at BCI.She is an investment professional with 20 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 15 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.


Brian Marcus
Organization: Carlyle Group


Brian Marcus is a Managing Director and Portfolio Manager in Global Credit. He is based in New York. Prior to joining Carlyle, Mr. Marcus was with Morgan Stanley, where he focused on principal investments on behalf of the firm. Previously, Mr. Marcus worked at Lehman Brothers in the Mergers and Acquisitions group, where he concentrated on the media and telecommunications industries. Mr. Marcus received a BS in economics from The Wharton School at the University of Pennsylvania. Mr. Marcus currently maintains Series 7, 55 and 63 licenses.


Rudy Narvas
Organization: Questrade Financial Group


Rudy has over 20-years of experience in financial markets and is currently Senior Manager, Competitive and Economic Intelligence, M&A Execution at Questrade Financial Group. Prior to Questrade he was Director of Macro Research at a Canadian pension fund and spent a decade as an economist at various institutions in New York and Toronto. 


Senia Rapisarda
Organization: HarbourVest


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.


Bill Tilford
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.


Hilary Wiek
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.