Event Profile

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

Date(s):
February 12, 2019
Note:
All times listed are in local time
Venue:
Four Seasons Hotel
791 W Georgia Street
Vancouver, BC  
Fee(s):
This event has a fee
Description:

The 10th Annual Alternative Investment Outlook Forum will feature leaders from across the industry to discuss the changing landscape of alternatives, risks, opportunities and trends. 

• What are the major trends and important considerations in the alternative investment industry?
• How would environmental, social and governance (ESG) factors and artificial intelligence (AI) impact asset managers and investors?
• Would they continue to play a big role in the future?
• What are the risks (of ignoring them) and the opportunities?

Presentations
Dr. Stephen Malinak
, Chief Data & Analytics Officer, Truvalue Labs

"Improving the Signal-to-Noise Ratio for AI in Investments: a case study on finding alpha in unstructured ESG data"

Dr. Priti Shokeen, Vice President, ESG & Index Coverage, MSCI
 
"Big Signal Revolution: Know ‘Why’ You Own It"

Panel Discussion
Kaitlin Bergan,
Vice President, Institutional Product Group, BlackRock

Jason Milne, Vice President, Corporate Governance & Responsible Investment, RBC Global Asset Management
 
Moderated by: 
Eugene Lee
, Vice President, Investments, Vancouver Foundation

The Forum is followed by a cocktail reception.
 
Agenda
2:45 PM Registration
3:15 PM Forum: Presentations
4:45 PM Forum: Panel Discussion
5:30 PM Reception
 
Speakers
Kaitlin Bergan
, Vice President, BlackRock
Eugene Lee
, Vice President, Vancouver Foundation
Dr. Stephen Malinak
, Chief Data & Analytics Officer, Truvalue Labs
Jason Milne
, Vice President, RBC Global Asset Management
Dr. Priti Shokeen, Vice President, MSCI
 
Fees
CAIA/AIMA Members: USD 25
CFA Vancouver/PRMIA/CAASA Members: USD 35
Non-Member and Guests: USD 40
 
Location
Four Seasons Hotel
Arbutus Room, 3rd Floor

791 West Georgia Street
Vancouver BC
 
Sponsorship and Table Reservation Inquiries:
Vancouver.CAIA@gmail.com 
 
Event Partner: 
 
 Platinum Sponsor:
TD Prime Brokerage
 
Gold Sponsor:
BlackRock

 
 
 
Silver Sponsor:  
RBC Global Asset Management
 
 
Supporting Partners: 
 

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Four Seasons Hotel
Documents to share:
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.