Michelle Russell-Dowe is the Head of Securitized Credit at Schroders based in New York; she is responsible for managing the Securitized Credit Team and all Securitized Credit Strategies.
Michelle was the Head of Securitized Products at Brookfield Investment Management (previously Hyperion Capital Management) from 1999 to 2016; she was responsible for managing the Securitized Products Investment Team. Michelle was a Vice President at Duff & Phelps Credit Rating Co from 1994 to 1999, where she was responsible for rating securities including residential mortgage-backed securities and asset-backed securities.
Previously, Ms. Russell-Dowe has been a Co-Head of the Investor Committee of the American Securitization Forum (ASF). Ms. Russell-Dowe earned a Bachelor of Arts degree in Economics from Princeton University and a master of Business Administration degree from the Columbia Business School at Columbia University, where she graduated as valedictorian.
1999 Brookfield Investment Management, Head of Securitized Products Team 1994 Duff & Phelps
MBA, Graduate School of Business at Columbia University BA, Princeton University
23 years of investment experience
Andrew Janian joined Two Sigma Investments in 2007, and is the Head of Data Engineering. Mr. Janian leads the engineering teams responsible for the discovery, harvesting, and analysis of all types of data, as well as the platforms that enable those activities. Mr. Janian previously served as the Chief Information Officer and Head of Enterprise Engineering, was the Chief Technology Officer of Two Sigma Securities, and helped launch low latency trading efforts.
Prior to joining Two Sigma, he was the Head of Order Routing and Best Execution Technology at Scottrade, Inc. Mr. Janian received his B.S. in Computer Science from Washington University in St. Louis.
Chris Busby is a member of the Investor Relations group at Two Sigma where he leads the firm’s fundraising and relationship management efforts in Canada. Chris joined Two Sigma in 2014 from J.P. Morgan Asset Management where he served as a client advisor in the Institutional Advisory & Sales group. As a client advisor, Chris was responsible for providing comprehensive investment solutions to institutional investors across traditional and alternative asset classes which included Global Fixed Income, Public and Private Credit, Hedge Funds, Global Equities, Private Equity, and Real Assets. Prior to his work at J.P. Morgan, he was an associate at Advanced Equities, Inc., a venture capital investment bank that specialized in providing late-stage private equity financing to technology and alternative energy market companies.
Before starting a career in finance, Chris played three years of professional Ice Hockey. Chris holds a BS in Accounting from Miami University of Ohio and is a CFA charterholder.
Rolf Agather is managing director of North America research for global index provider FTSE Russell, part of the London Stock Exchange Group (LSEG). Rolf joined LSEG in 2014 when it acquired Russell Investments. In his new role with FTSE Russell, Rolf is responsible for leading the team that creates new index concepts and publishes compelling research on capital markets, indexation and investment management.
Previously, Rolf was the managing director of research and innovation for the Russell Indexes division of Russell Investments. Rolf was instrumental in the creation of the Russell Global Indexes in 2007 and he continues to lead research and innovation in the growing field of index investing, including the development of the Russell Stability Index family and the Russell High Efficiency Factor Indexes. Rolf has been involved with the Russell Indexes in a number of roles during his career at Russell. He served as product manager from 1993 to 1995 and was the manager of the Russell index operations group from 1989 to 1991.
Prior to joining Russell, Rolf was vice president and director of the portfolio products business at FactSet Research systems in Greenwich, Connecticut. He was responsible for the development of FactSet’s entire suite of portfolio management products, including the portfolio analysis and SPAR (style, performance, and risk) application.
FTSE Russell is a leading global index provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. Covering 98% of the investable market, FTSE Russell indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world.
FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. More than $10 trillion is currently benchmarked to FTSE Russell indexes. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives. FTSE Russell indexes also provide clients with tools for asset allocation, investment strategy analysis and risk management.
FTSE Russell is wholly owned by London Stock Exchange Group.
La Française Investment Solutions (“LFIS”) is an institutional asset manager established in 2013 and headquartered in Paris, France. LFIS leverages on a combination of asset management know-how and investment banking expertise to deliver differentiated strategies. A nimble, cross-asset approach underlies innovative and award winning alternative funds focused on premia, credit and volatility, thematic funds, including hedged equity strategies, and dedicated solutions. As of September 29, 2017, LFIS has $9 billion in assets under management, including $2 billion in its premia funds.
LFIS’ Premia 2.0 Approach: In the current context where investors are looking for diversification and performance, LFIS’ “premia 2.0” strategy is an innovative alternative to traditional investment funds. LFIS’ strategy is cross asset and market neutral and uses a risk / style premia framework to select, implement and risk manage a wide range of opportunities. We seek to deliver strong risk-adjusted performance by going beyond traditional academic premia and implementing numerous uncorrelated premia strategies.
The Nobel Sustainability Fund (NSF) – a major new global initiative to invest growth capital as private equity investments in sustainable technologies for energy, water and food as well as in the development and construction of renewable energy infrastructure, energy storage and energy efficiency.
The Fund incorporates environmental, social and governance (ESG) impacts into all investment evaluation, portfolio management and reporting processes.
The Fund is managed by Earth Capital Partners (ECP) of London, England. ECP is an established, award-winning investment management business focussed on renewable energy and sustainability. ECP is a member of the SET3 platform of highly skilled local investment management teams located in the key regions of the world where NSF is investing- North America, South America, the U.K., Europe, Africa and Asia. NSF invests across the cleantech and sustainable technology sectors, accelerating companies for growth, expansion and acquisition.
Richard Burrett leads implementation of the sustainability strategy at Earth Capital Partners (ECP) and SET3 and is a member of their Investment Committees. ECP, based in London, England, (www.earthcp.com) is a member of the $1.2 billion SET3 global group of investment managers with a focus on sustainable investments. Across the group, ECP invests growth capital as private equity investments in: sustainable technology companies involved in energy, water and food; renewable energy infrastructure development and construction; and energy efficiency. ECP is responsible for establishing, launching and managing the Nobel Sustainability Fund.
Richard has spent over 30 years working in international banking and finance. He joined AMRO Bank in 1988, becoming Managing Director and Global Head of Project Finance in 2001. In this role he was instrumental in the development of the Equator Principles, creating a market recognised standard for the management of environmental and social risk within project financing. He started to work directly on ABN AMRO’s award-winning sustainability agenda in 2004, becoming Global Head of Sustainability before leaving the Bank in May 2008. He was Co-Chair of the United Nations Environment Programme Finance Initiative (UNEP FI) from 2010 to 2012 working with 200 institutions, including banks, insurers, and investors to bring about systemic change in finance to support a sustainable world. He is the FMO (Dutch Development Bank) nominated non-exec Director of Union Bank of Nigeria PLC and a Senior Adviser to the Earth Security Group. He is a Fellow of the Cambridge University Institute for Sustainability Leadership and a Board Member of Forest Trends, a Washington-based organisation promoting market-based approaches to forest conservation.
Since 2001, Peter Damgaard Jensen has been the CEO of PKA.
After graduating in 1981 from The University of Aarhus as a master of Political Science he joined the Association of County Councils in Denmark. In 1985 he moved to the Danish Nurses Organization in Denmark where he had different management positions. He left the Danish Nurses Organization in 2001 to join PKA.
Peter is a member of the board in The Danish Insurance Association and has previously been chairman and vice chairman of the board.
He is the vice chairman in Forca Ltd (a company in the pension fund and life insurance industry).
Peter was a member of the Board in DEAS (Dan-Ejendomme) – Denmark’s biggest property management company – in the period 2001-2006.
Peter is a member of the advisory board of The Danish Climate Investment Fund for climate investments in emerging markets and member of the advisory board in Axcel Ltd (leading Danish private equity Company).
Since January 2017 Peter is the Chair of IIGCC. Peter had been an IIGCC Board Member since December 2013.
PKA Ltd is one of the largest occupational pension funds in Denmark. The PKA Group is owned by four occupational pension funds with more than 300,000 members, mainly employees in the public social and health sectors. At the end of 2017 the market value of the assets managed by PKA Ltd. was approximately DKK 275 billion (€38 bn.).
Brett House is Vice-President and Deputy Chief Economist at Scotiabank. He works with the Chief Economist to manage a research team that provides Scotiabank and its clients with leading economic insights and forecasts across the bank’s domestic and international business lines.
Prior to joining Scotiabank in October 2016, Brett was Chief Economist at Alignvest Investment Management in Toronto and Global Strategist at Woodbine Capital Advisors, a New York-based global macro fund. Earlier in his career, Brett served as Principal Advisor in the Executive Office of the United Nations Secretary-General and as an Economist at the International Monetary Fund. He cut his teeth in financial markets at Goldman Sachs International in London and at the World Bank in Washington, DC.
Brett is a Rhodes Scholar with degrees in economics from the University of Oxford and Queen’s University at Kingston. In addition, he has taught at Oxford University, McGill University, and the University of Cape Town, and has held research roles at Columbia University and Massey College at the University of Toronto.
Brett sits on the investment committees of Pearson College and the Canadian Rhodes Scholars’ Foundation. He received the 2014 Québec Notable Award in Finance and the 2015 Good Citizen Award from his hometown of Lincoln, Ontario.
Mary is an investment professional with over 15 years of experience in corporate finance, private equity and infrastructure investing. Mary is currently an Executive Director with Investment Management Corporation of Ontario (IMCO), responsible for the infrastructure and real estate portfolios.
Prior to IMCO, Mary was an Executive Director leading the Private Markets investment activities for the Workplace Safety Insurance Board (WSIB). Ms. Chang has broad private markets experience across multiple asset classes and currently sits on a number of portfolio company boards and LPAC committees of Fund commitments. She was previously a Director at OMERS Private Equity and Principal consultant with Mercer.
Mackenzie Investments is celebrating 50 years of asset management. Our first institutional clients are still with the firm after almost 30 years. The firm’s “edge” is in global equities, fixed income, currency hedging and asset allocation.
The firm’s institutional clients are in Canada, the USA and Europe. Mackenzie’s institutional leaders include Barry McInerney, President, Alain Bergeron (formerly CPPIB) and most recently Mark Sack.
John C. S. Anderson is Head of Corporate Finance at Manulife. He is responsible for Canadian and overseas teams that invest in private equity, private debt, and public bonds in a $130 billion portfolio supporting Canadian, US, and Asian life insurance businesses. John is the principal approving officer for investments in several private equity strategies, and is a member of Manulife’s global investment committee.
Prior to his current role, John spent 20 years financing the infrastructure sector, 10 years as a member of Manulife’s Boston Power & Infrastructure Team, and 10 years in the New York and London offices of JP Morgan Chase. John holds an MBA from Georgetown University and a BA in Economics from The University of Chicago. He speaks French, Serbo-Croatian, German, Spanish, and Russian at an intermediate level, and would not be mistaken for a native speaker in any of these languages.
Renaud Champion benefits from almost 20 years of credit industry experience. Renaud joined LFIS in January 2013 from AXA IM Structured Finance where he spent five years. From 2010 to 2012 Renaud co-headed the corporate credit team at AXA IM Structured Finance where he was in charge of the non-traditional corporate credit platform. From 2007 to 2010 he served as senior portfolio manager within the structured credit investment team managing funds and investing in CDOs and regulatory capital transactions across the capital structure. Previously, from 2002 to 2007, Renaud was in charge of the credit team (research and portfolio management) at Allianz Global Investors France, reporting to the head of fixed income. Between 1998 and 2002, he was head of money market and credit funds at DWS France.
Renaud graduated from HEC in 1994 and ENSAE in 1998.
Alain Bergeron is Senior Vice President, Investment Management and Head of Asset Allocation at Mackenzie Investments. He is responsible for the management and oversight of $14B of multi-asset class portfolios, and for bringing the best practices of world-class institutional pension funds to Mackenzie’s managed solutions. He is also a member of the firm’s Global Investment Committee.
Before joining Mackenzie Investments, Alain was Vice-President and Head of Global Tactical Asset Allocation at CPP Investment Board. During his 10 years at CPPIB, he also built and led the External Portfolio Management group, and was a Portfolio Manager in the active equity team. Alain also worked at TD Securities where he traded derivatives on various asset classes, and taught two finance courses at HEC Montréal.
Alain holds a BBA (Finance and Quantitative Methods) and a M.Sc. (Financial Engineering), both from HEC Montréal. He is a CFA Charterholder, holds the Chartered Market Technician designation, and is a recipient of the HEC 2009 Relève d’Excellence award which recognizes leadership excellence under 35. He is a member of the CFA Toronto Board of Directors and of the Rotman Financial Services Advisory Board.
Bio coming soon.
David Pappin joined IAM Real Estate Group in April 2016 with more than 25 years of experience in commercial real estate investment, brokerage and management services. David was appointed President of the group in July 2017.
In addition to managing the overall business and providing strategic direction, David works closely with the investment team to source opportunities and is responsible for all fundraising activities.
David is a member of the investment committee within the Real Estate Group. David has a B.Sc., from McMaster University.
Theresa Shutt is Chief Investment Officer of IAM Private Debt Group with responsibility for portfolio management and investor relations for all IPD Private Debt Funds with a leadership role in investment approval and fund strategy. Prior to joining IAM, she was a Managing Director at BMO Corporate Finance where she originated and managed loans for mid-market Canadian borrowers and previously held a variety of roles at RBC and Scotiabank structuring fixed income and equity derivatives for corporations and asset managers.
Theresa holds a Masters of Economics degree from McMaster University, an MBA from the Rotman School of Management, University of Toronto and is a CFA charterholder.
Integrated Asset Management is a Toronto-based, alternative investment management firm offering superior risk adjusted returns for institutional investors in private debt and real estate equity. Founded in 1998, we currently manage $2.6 billion in assets and committed capital and employ more than 26 investment professionals and 40 staff located in Toronto and Montreal. We are focused on generating attractive long-term returns with minimal volatility and market correlation, and employ a highly disciplined investment approach to source and structure unique investment opportunities.
IAM Private Debt manages portfolios of Canadian private debt offering a significant yield pick up over traditional fixed income investments while providing an important source of capital for mid-sized Canadian companies. Over the past 12 months, IAM Private Debt closed its fifth mid-term fund at $667MM and raised its first Infrastructure Debt Fund at $347 million.
IAM Real Estate manages portfolios of Canadian real estate with a focus on industrial properties. After successfully raising 13 sequential closed-end funds and building a strong track record of consistent returns and performance fees, IAM Real Estate recently launched its first open-ended funds to support further growth.
MGG Investment Group provides bespoke financing solutions to mid-size and growing companies. We work with owners and management teams to help build lasting value, address immediate needs, and solve complex situations.
The members of our veteran team have spent their entire careers providing billions in successful financings to expanding mid-market and lower middle-market businesses. We have a history of success, partnering with our portfolio companies to help them grow while generating attractive risk-adjusted and absolute returns for our investors irrespective of and through several market cycles. We offer a Canadian-domiciled fund for Canadian investors.
LEARN MORE www.mgginv.com
CONTACT [email protected]
MGG Investment Group • 888 Seventh Avenue, 43rd Floor • New York, NY 10106 • 212.356.6100
Claude Bergeron has been Executive Vice-President and Chief Risk Officer since November 2009. In this capacity, he oversees the teams responsible for monitoring, measuring and analyzing risk at la Caisse. His team is also responsible for promoting a risk culture within the institution by focusing on specialized expertise in la Caisse’s investment areas and applying the tools developed to identify risks. The team also plays an active role in all management processes. Co-Chair of the Investment-Risk Committee, Mr. Bergeron sits on the Executive Committee.
Mr. Macrae is a Senior Portfolio Manager, Real Estate for HOOPP (Healthcare of Ontario Pension Plan), one of Canada’s largest pension plans with approximately $70bn of net assets and more than 300,000 active members and retirees. Mr. Macrae and his colleagues are responsible for managing all activities of the real estate portfolio for HOOPP, including portfolio management and strategy, select asset management, development, acquisition, disposition and financing. Mr. Macrae has responsibility for the Canadian office portfolio as well as co-leading European investments. Prior to HOOPP, Mr. Macrae worked at Brookfield Asset Management within Brookfield Financial, a real estate investment bank, and Avison Young, a commercial real estate brokerage firm.
Mr. Macrae earned a Master of Business Administration from the Rotman School of Management at the University of Toronto and a Bachelor of Arts Honours degree from Queen’s University. Mr. Macrae is involved in several industry associations including participating the board of directors of NAIOP Greater Toronto, and committees of Realpac and INREV. Mr. Macrae is a board member and past chairman of Community Living Toronto, an organization supporting individuals with an intellectual disability.
Focus and Experience
Tod is a Managing Director at Cambridge Associates based in Boston. He oversees the firm’s private credit efforts, performing due diligence on investment opportunities in structured equity, credit, and distressed markets, as well as monitoring investment firms and their portfolio companies. Tod co-chairs Cambridge Associates’ Credit Investment Research Committee and co-leads the firm’s Credit Investment Group’s manager research and selection and provides specialized credit services to clients.
Before joining Cambridge Associates, Tod was a Managing Director with Kayne Anderson Capital Advisors’ middle market mezzanine strategy in New York. Previously, he was a Managing Director at LBC Credit Partners, Inc., where he started and led LBC’s research and underwriting practices, and was a member of the firm’s Investment Committee. He also was Vice President and Senior Analyst at Moody’s Investors Service where he developed a new quantitative scoring method for state-level issuers.
Education and Professional Credentials
Kevin Zhu is Managing Director, Head of Portfolio Construction at OPTrust, one of Canada’s largest defined benefit pension funds with net assets of $19 billion.
Mr. Zhu has over 15 years of experience in the financial services industry, including both central banking and total portfolio investment strategy design for large Canadian defined benefit pension plans. He joined OPTrust in 2016 where he currently leads Total Fund portfolio management functions, including portfolio construction research and innovation, capital and risk allocation across asset classes and strategies, and dynamic overlay portfolio management. Previously, he held the position of Director, Strategy and Asset Mix at Ontario Teachers’ Pension Plan.
Prior to this appointment, Mr. Zhu was Senior Economist at the Bank of Canada. He holds a BA in Business and Administration from Donghua University in China, a MA in Economics from Carleton University and is a CFA Charterholder. Mr. Zhu was just named to Sovereign Wealth Fund Institute’s Public Investor 100.
Prior to MGG where he is President, Mr. Racz was President, Principal, and Chief Legal Officer of Hutchin Hill, a multi-billion multi-strategy hedge fund. Prior to joining Hutchin Hill, Mr. Racz co-founded Octavian Advisors, LP, a $1.4 billion multi-strategy investment fund, and served as President, Chief Operating Officer, and general counsel (2006-2009). Previously, Mr. Racz was a member of the corporate department of the law firm Wachtell, Lipton, Rosen & Katz (1999-2006). There he advised on corporate, securities, and compliance matters for Fortune 500 businesses, investment firms, and institutional and high net worth clients, including ConocoPhillips, General Mills, Walt Disney Company, Citigroup, JPMorgan Chase, Fox Paine, Warburg Pincus, a Washington State Investment Board affiliate, and owners of the New Jersey Devils. Mr. Racz was also a journalist at The Wall Street Journal and The Buffalo News (1993-1995), and worked at the Manhattan D.A.’s Office (1991-1993).
Previously, Mr. Racz was clerk on the D.C. Circuit, U.S. Court of Appeals. He is a member of the Board of Trustees & Investment Committee of the NYU School of Law Foundation, and was a term member of the Council on Foreign Relations. He is a member of the P&I Research Advisory Panel. He was named a “2011 Rising Star of Hedge Funds” by Institutional Investor.
Mr. Racz received his JD, Order of the Coif, magna cum laude, from NYU School of Law and his BA, magna cum laude and Phi Beta Kappa, from Dartmouth College. Mr. Racz also studied at Oxford University and Leningrad State University.
Jim leads the Portfolio Research group in our Total Portfolio Management (TPM) department. He and his group are responsible for identifying and researching systematic investment factors, and articulating our Total Portfolio’s exposures to these factors.
Previously at CPPIB, Jim headed the Portfolio Management group within TPM during which he and his team developed the investment process for and managed the systematic exposures of the Balancing portion of our Total Portfolio. Prior to that, Jim managed the Portfolio Engineering team in PMI-Quant Equities where he was responsible for the daily production of quantitative investment models and related analytics.
Before joining CPPIB Jim held various roles managing quantitative portfolios and portfolio management teams at Seekers Advisors HK, Bosera Asset Management Co. in HK & China, and Barclays Global Investors and UBS Brinson Inc. in the US.
Jim has a Master of Science degree in Mechanical Engineering from UC Berkeley and a Bachelor of Science degree in Aeronautical and Astronautical Engineering from MIT. He is also a CFA charter holder.
Doug joined UTAM in 2017 and is responsible for asset allocation modeling, risk management and measurement, research, and performance analysis. Doug chairs the Management Investment Risk Committee and is a member of several other internal management committees.
Previously, Doug worked for 15 years at OPTrust, where his responsibilities included developing strategic allocation models, risk factor research, internal and external portfolio evaluations, implementing performance and ALM systems and developing a set of quantitative tools to inform investment decisions.
Doug holds a PhD in Finance from the EDHEC Business School, a Master’s degree in Science with a specialisation in Finance from the University of Reading (M.Sc.), a Master’s degree in Statistics from the University of Toronto (M.Sc.), and a Bachelor’s degree in Mathematics and its Applications from the University of Toronto (B.Sc.). In addition, Doug holds the Chartered Financial Analyst (CFA), Professional Risk Manager (PRM) and Certificate in Quantitative Finance (CQF) designations.