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CAIA Montreal and PRMIA Montreal present: Buy-Side RoundTable to discuss the Illiquid Assets: Risks and Valuations
Date(s):
November 5, 2018
Note: All times listed are in local time
Venue:KPMG Montreal
600 Maisonneuve Blvd West
Montreal, QC H3A 0A3
Fee(s):This event has a fee
Description:CAIA Montreal and PRMIA Montreal present: Buy-Side RoundTable to discuss the Illiquid Assets: Risks and Valuations Join CAIA Montreal and PRMIA Montreal for an engaging and informative presentation and panel on illiquid assets on Monday, November 5, 2018.
Our speakers will provide you with answers to issues such as:
- Methodologies used to measure and control risk in various private market asset classes
- Best practices when approaching valuation risk, liquidity risk, leverage and benchmarking and controlling for factors or other hidden exposures in a private market portfolio
- How risk professionals identify portfolio-level and/or investment-level risks and communicate them to the private market investment team
- Systems/software support used to aid in risk management processes
- Approaches investors without dedicated risk management staff can take to manage risks in the private markets
Please note: at this time our registration for this event is open to CAIA Members only Agenda
11:45 AM to 12:30 PM Registration and Networking Lunch
12:30 PM to 1:45 PM Presentations and Panel Discussion
Speakers
Samir Ben Tekaya, Vice President and Head of Investment Risk, British Columbia Investment (BCI)
Jon McKeown, Director, Portfolio Solutions at Northleaf Capital Partners
Gregory Doyle, Vice President, Pension Fund Investments at Kruger Inc.
Time and Date
Monday, November 5, 2018
11:45 AM to 1:45 PM
Location
KPMG Montreal
600 Maisonneuve Blvd West
17th Floor
Montreal, Quebec H3A 0A3
Fees to Attend
CAIA Members: Free
Thank you to our generous co-host: Thank you to our generous sponsor:
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Gregory Doyle
Organization: Kruger Inc.
Kruger Inc. is a major pulp and paper manufacturer based in Montreal with operations around the world. Greg Doyle is Vice President, Pension Fund Investment at Kruger Inc. where he directs the investment activities for the sixteen underlying pension plans.
Prior to joining Kruger Greg Doyle was an assistant portfolio manager at La Caisse de Depot et Placement de Quebec. He started his career in London where he worked at various investment banks.
Jon McKeown
Organization: Northleaf Capital Partners
Jon leads Northleaf’s Portfolio Solutions function, which is focused on new product development and portfolio analytics to support the ongoing management of Northleaf funds and mandates.
Prior to joining Northleaf in 2016, Jon was Managing Director, Global Head of Strategy, Risk and Analytics at Värde, a global $12 billion alternative asset manager with offices in Minneapolis, London and Singapore. Previously, Jon was a Principal with Bain & Company where he focused on alternative investments and asset management. Jon began his career with HSBC and PricewaterhouseCoopers in capital markets and audit roles.
Jon received an MBA (Dean’s List) from the Rotman School of Management, University of Toronto and a B.Sc (International Management) from the University of Manchester.
Samir Tekaya
Organization: British Columbia Investment (BCI)
Samir mandate consists of developing an investment risk management framework for BCI to ensure an independent risk oversight that gives assurance to BCI executive management, clients and Board and to support and advice the BCI asset classes to take informed investment decisions.
Samir has over 15 years of experience in Investment Risk Management in both banking and pension management industries. Before joining bcIMC in June 2016, Samir was a Director, Portfolios Valuations at Caisse de Dépôt et Placement du Québec (CDPQ) and has also served as a Director, Fixed Income and Asset Allocation Risk Management at CDPQ. Samir also held market and credit risk management positions with Banks in Canada.
Samir holds a Master degree in Financial Engineering and a Master degree in Applied Economics from the École des hautes études commerciales (HEC) in Montreal and holds an Engineering degree in Statistics from INSEA in Morocco.
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