Founder and Portfolio Manager
Suvretta Capital Management
Aaron Cowen is the Founder and Portfolio Manager of Suvretta Capital Management, a $2.5 billion hedge fund in its fifth year of operation. Suvretta is focused on generating positive absolute returns in a variety of market environments primarily investing in equity securities, both long and short, with an emphasis on an “industry before company” investment philosophy. Mr. Cowen has over 19 years of experience as a Portfolio Manager and Research Analyst. Prior to forming Suvretta, he served as a Portfolio Manager at Soros Fund Management where he independently managed the largest long/short equity portfolio and advised CIO Keith Anderson on managing a larger center book of equities. From 2008 to 2010, Mr. Cowen served as the Chief Investment Officer at SAC Capital Management where he co-managed the multi-billion dollar central investment portfolio with founder, Steven Cohen. From 2002 to 2008, he was a Partner and Managing Director at Karsch Capital Management.
Aaron Klein served at the Treasury Department as deputy assistant secretary for economic policy during the first term of the Obama Administration from 2009-2012. In that capacity he worked on financial regulatory reform issues including crafting and helping secure passage of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010. He also played leading roles on housing finance reform, transportation and infrastructure policy and macro-economic issues.
Klein served as Chief Economist of the Senate Banking, Housing and Urban Affairs Committee for Chairmen Chris Dodd and Paul Sarbanes from 2001-2009. During his tenure he led the Committee’s oversight on the Federal Reserve, including Humphrey-Hawkins hearings and Fed Chair and Governors’ confirmations, the Council of Economic Advisers, and various banking and transportation issues. He played a leading role in drafting the Emergency Economic Stabilization Act, better known as TARP, the Housing Economic Recovery Act (HERA), the Terrorism Risk Insurance Act (TRIA), and the SAFETEA surface transportation law.
Klein is a fellow at the Brookings Institution and serves as policy director of the Initiative on Business and Public Policy.
Previously, Klein directed the Bipartisan Policy Center’s Financial Regulatory Reform Initiative. He is a graduate of Dartmouth College and the Woodrow Wilson School for Public Affairs at Princeton University.
Founder and Chief Investment Officer
Atlantic Investment Management
Alex Roepers is the Chief Investment Officer of Atlantic Investment Management, a global equity value-investing firm he founded in 1988. Mr. Roepers applies a differentiated constructive shareholder activist (CSA) investment approach to unlock incremental value in high-quality, undervalued companies in the consumer, industrials and businesses services sectors. Atlantic’s highly experienced investment team has successfully influenced change at many leading companies over the past 28 years in the U.S., Europe and Japan.
Mr. Roepers began his investing career in the operations and corporate development departments at multi-billion-dollar conglomerates Thyssen-Bornemisza Group (1984-88) and Dover Corporation (1980-82).
He has served on the Board of Dean’s Advisors at Harvard Business School since 2010; as U.S. Chair for the Compagnie Fonds, Dutch Maritime Museum, since 2007; on Memorial Sloan Kettering’s Special Projects Committee since 1997; and as founder and board member for his charitable foundation, The Alexander J. Roepers Foundation, since 2002.
Mr. Roepers has a Bachelor of Business Administration from Nijenrode University, which is the Netherlands School of Business (1980), and an MBA from Harvard Business School (1984).
Founder and Chief Investment Officer
Axel Capital Management
Anna Nikolayevsky is the founder and Chief Investment Officer of Axel Capital Management, a fundamentally-driven alternatives firm specializing in global equities. Prior to founding Axel in 2002, Ms. Nikolayevsky was an analyst at Zweig-DiMenna Associates, LLC, a multi-billion dollar hedge fund where she was responsible for sourcing and managing long/short equity investments in multiple industries. Before Zweig, Anna was an analyst at Goldman Sachs Asset Management covering autos, semiconductors, software, and utilities for the Growth & Income and Large Cap Value funds. Ms. Nikolayevsky graduated from Stuyvesant High School in New York. She holds a BS from the Leonard Stern School of Business at New York University in Economics and International Business, and an MBA in Finance from Columbia Business School.
Anna is a 2009 recipient of Institutional Investor’s Rising Stars of Hedge Funds award. Under her leadership in 2010, Axel received a Lipper Hedge Fund Award for North American Hedge Fund: Best Long/Short Equity Fund over the past 3 years. It also won the 2010 HFM Best Long/Short Equity Fund under $500m award. In 2011, Anna was named one of 50 Leading Women in Hedge Funds by Ernst & Young LLP. Most recently, she accepted the Investor’s Choice awards for Emerging Fund of 2015 and the Emerging Global Equity fund of 2015.
Anna serves as a trustee on the board of The Lincoln Center for the Performing Arts where she sits on the Investment and Finance committees. She is also a member of the Economic Club of New York. In 2015, she became one of the founding board members of Girls Who Invest, a non-profit organization dedicated to increasing female representation in portfolio management.
Co-Founder and Co-CEO
Waratah Capital Advisors Ltd.
Brad is a Co-Founder, Co-CEO and Portfolio Manager at Waratah, a $1 billion equity long short manager based in Toronto.
Waratah is a fundamental equity long short manager which specializes in producing low volatility absolute returns.
Prior to co-founding Waratah, Brad distinguished himself as an astute investor while at Gluskin Sheff + Associates from 1998 to 2010. As Vice President and Portfolio Manager at Gluskin Sheff, Brad managed equity long/short strategies comprising of $1 billion.
Brad holds a Chartered Financial Analyst designation and a bachelor’s degree in business administration from Wilfred Laurier University, where he was the gold medal recipient. Brad is a board member of Beautiful World Canada, a trustee of the Dunkley Charitable Foundation and serves as a reservist in the Canadian Armed Forces.
Brian D’Costa is a founding partner of Algonquin Capital; a boutique specializing in alternative fixed income.
Prior to starting Algonquin Capital, Brian was the Global Head of Fixed Income and Rates for CIBC where he was responsible for the bank’s entire bond and rate trading business, overseeing 40 traders globally. Before that, Brian spent 11 years with TD Securities, where he was the Global Head of Vanilla Interest Rate Derivatives, managing trading teams in Toronto, London, Tokyo and Sydney.
Before building a career in trading, Brian spent seven years in the Canadian Armed Forces where he served as a Captain in the Airborne Regiment and participated in a peacekeeping tour in Iraq.
When not in the office, Brian can usually be found in the gym, at a hockey rink or undertaking an ambitious gardening project.
Co-founder and CIO
AQR Capital Management
Cliff is a cofounder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an active researcher and has authored articles on many financial topics, including multiple publications in the Journal of Portfolio Management and the Financial Analysts Journal. He has received the best paper award from the Journal of Portfolio Management twice. From the Financial Analysts Journal he has twice received the Graham and Dodd Award for the year’s best paper, a Graham and Dodd Excellence Award, the award for the best perspectives piece and the Graham & Dodd Readers’ Choice Award. In 2006, CFA Institute presented Cliff with the James R. Vertin Award, which is periodically given to individuals who have produced a body of research notable for its relevance and enduring value to investment professionals. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. Cliff received a B.S. in economics from the Wharton School and a B.S. in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, graduating summa cum laude in both. He received an M.B.A. with high honors and a Ph.D. in finance from the University of Chicago, where he was Eugene Fama’s student and teaching assistant for two years (so he still feels guilty when trying to beat the market).
President & Chief Investment Officer
Mr. Carlson founded Carlson Capital in 1993. For five years prior, he was head of risk arbitrage for the investment arm of the Bass Brothers organization. Before joining the Bass organization, Mr. Carlson co-managed a risk arbitrage fund for Maxxam Group and affiliated companies. Mr. Carlson received a B.A. and an M.B.A. from Rice University and a law degree from the University of Houston. He is a Board Member of the Rice Management Company and a member of the Board of Overseers for the Jones School of Business at Rice University. Mr. Carlson is a trustee of the Hedge Fund Standards Board.
Mr. Farb has been with Highfields Capital since 2001. Prior to Highfields, he spent two years at Goldman, Sachs & Co. Mr. Farb graduated with B. Com. from McGill University in Montreal, Canada and received an MBA from the Harvard Business School. In addition to several other philanthropic endeavors, Mr. Farb serves as a Trustee of Boston’s Children’s Hospital.
Founder and CEO
Third Point LLC
Daniel Loeb is CEO and Founder of Third Point LLC, a $15 billion asset management firm headquartered in New York, founded in 1995. He is a Trustee of the United States Olympic Committee, the Museum of Contemporary Art in Los Angeles, Students First New York, and Mt Sinai Hospital, where he established the Ronald M. Loeb Center for the study of Alzheimer’s Disease in memory of his late father. Daniel is also the Chairman of the Board of Success Academies Charter Schools. He launched and has funded the Human Rights Campaign’s initiative to protect LGBT rights globally in the face of increasing discrimination. He is a Member of the Council on Foreign Relations. Daniel graduated from Columbia University with an A.B. in economics in 1983. He has endowed the Daniel S. Loeb Scholarship for undergraduate study there and received Columbia’s John Jay Award for distinguished professional achievement.
Founding Partner and CIO
Trian Fund Management
Ed Garden is Chief Investment Officer and a Founding Partner of Trian Fund Management, L.P. (“Trian”). Mr. Garden, along with Nelson Peltz and Peter May, founded Trian in November 2005. Trian invests in under-performing and undervalued public companies and looks to work constructively with the management and Board of Directors to create lasting shareholder value. As Chief Investment Officer, Mr. Garden oversees all aspects of Trian’s portfolio management, idea generation, analyses and due diligence activities. Mr. Garden also typically leads, along with Messrs. Peltz and May, Trian’s engagement with the management teams and boards of directors at the companies in which it invests.
Mr. Garden currently serves on the board of The Bank of New York Mellon Corporation. Mr. Garden also attends and participates at meetings of the Board of Pentair plc and its Compensation Committee in a non-voting capacity until shareholders approve a resolution at its 2016 annual shareholders meeting to increase the size of the Board by one director, a vacancy Mr. Garden is to fill. Mr. Garden previously served as a director of The Wendy’s Company from December 2004 to December 2015 and of Family Dollar Stores, Inc. from September 2011 to July 2015. In October 2014, Mr. Garden was named to CNBC’s Next List composed of 100 next generation trailblazers expected to change the face of business over the next 25 years.
Director, External Fund Management
Alberta Investment Management Corp.
Alberta Investment Management Corporation (AIMCo) is one of Canada’s largest and most diversified institutional investment fund managers, with an investment portfolio of $90.1 billion (CAD) as of Dec 31, 2015. AIMCo invests globally on behalf of our clients, 27 pension, endowment and government funds in the Province of Alberta. Eric leads the six-person External Fund Management team at Alberta Investment Management Corporation. The External Fund Management team manages over $10.5 billion (CAD) of long-only equity mandates and $5.5 billion (CAD) of hedge fund strategies. Eric joined AIMCo on July 1st, 2006 from a major Canadian bank. Eric holds a CFA designation, an MBA from McGill University, and a BCom from the University of Alberta. In his spare time, Eric is involved with the Junior Achievement Program of North Alberta & NWT, the Pension Investment Association of Canada (PIAC), and has been a Board Director of the Edmonton CFA Society since July 2010.
CEO and CIO
Starboard Value LP
Jeff Smith is a Managing Member, Chief Executive Officer, and Chief Investment Officer of Starboard Value LP. Starboard is a New York City based investment advisor with a focused, fundamental, and active approach to investing in U.S. publicly traded companies. Starboard has a 13 year track record and approximately $4.5 billion in assets under management. Over the last decade, Starboard has been among the most active change agent investors in the world, having added or replaced approximately 150 board members on almost 50 different public company boards. Mr. Smith has served on many of these boards, including serving as chairman of the board of several companies and is currently Chairman of the Board of Darden Restaurants where Starboard successfully advocated for the replacement of Darden’s entire board of directors in 2014. Mr. Smith graduated from The Wharton School of Business at The University of Pennsylvania, where he received a B.S. in Economics.
Ontario Teachers’ Pension Plan
Jonathan Hausman is Vice-President, Alternative Investments and Fixed Income Emerging Markets at the Ontario Teachers’ Pension Plan (Teachers’), where he is responsible for the Fund’s global hedge fund portfolio and its investing strategies in emerging markets credit and rates. Prior to joining Teachers’, Mr. Hausman was Executive Director at Goldman Sachs, where he held positions in its New York, London and Hong Kong offices managing sovereign risk strategy and advising government clients on their external financings and international credit ratings. His clients included the Republic of South Africa, the People’s Republic of China, and the Republic of Korea, which in 1999 conferred on him a National Award of Merit in recognition of his advisory work for the Korean government through the Asia Crisis.
He is a member of the Board of Directors of Banco BTG Pactual SA in Brazil and Maple Bank. Mr. Hausman also serves as Chairman of the Board of the Canadian Council for the Americas, and as Co-Chair of the Advisory Board of the Munk School of Global Affairs at the University of Toronto, where he is a Senior Fellow and lectures on Global Markets and International Political Economy. In 2010, Mr. Hausman received an Arbor Award for his service to the university. In 2009, Mr. Hausman was selected by the Canadian International Council to be an expert panelist for its Global Positioning Strategy, a major non-partisan initiative to design and recommend to the Canadian government a new approach to international affairs in the changing global environment.
Before beginning his career in international finance, Mr. Hausman worked as Special Assistant to the Premier of the Province of Ontario. He holds a BA (Hons.) from McGill University, an MSc. (Econ.) from the London School of Economics, and an MPA from the School of International and Public Affairs at Columbia University. He also has ICD.D certification from the Institute of Corporate Directors.
Mr. Hausman is a native of Toronto and lives in the city with his wife and two daughters.
Senior Managing Director
Centerbridge Partners LP
Mr. Lewinsohn is a Senior Managing Director at Centerbridge Partners, LP. The firm manages approximately $25 billion of assets with a focus on credit, special situations, and private equity. Prior to joining Centerbridge, Mr. Lewinsohn was Head of Research and a member of the Investment Committee at Anchorage Capital Group. He was previously a law clerk to Judge Richard A. Posner of the US Court of Appeals and began his career at Morgan Stanley in the Mergers & Acquisitions Group. Mr. Lewinsohn received his JD from Yale Law School, where he was an editor of the Yale Law Journal, and his BA, summa cum laude, from Cornell University’s College of Arts and Sciences as a Merrill Presidential Scholar. He is a Term Member of the Council on Foreign Relations, a member of Economic Club of New York, and Director of Boart Longyear Limited.
VP and Senior Portfolio Manager
Michael Gentile is VP and Senior Portfolio Manager of Josyd Inc. the parent company of Formula Growth Limited and is located in the Montreal office. Since joining the firm in 2002, Michael has specialized in the natural resource, consumer and healthcare sectors. Michael graduated with Great Distinction from the John Molson School of Business (Concordia University) and received the Calvin Potter Fellowship from Concordia’s Kenneth Woods Portfolio Management Program where he currently lectures on Applied Investments. Mr. Gentile’s principle responsibilities involve research and generation of stock ideas for the firm’s entire suite of products, portfolio construction and management as co-manager for the firm’s low exposure hedge fund strategy (Alpha Fund) as well as the concentrated hedge fund strategy (Focus Fund).
Hon. Michael Wilson
Barclays Capital Canada Inc.
Hon. Michael Wilson is the Chairman of Barclays Capital Canada Inc. building on 37 years experience in the investment business. Previously, Mr. Wilson was Canada’s 22nd ambassador to the United States of America from March 13, 2006 to October 9, 2009. Prior to taking up this position, Mr. Wilson was Chairman of UBS Canada, an operating division of UBS. Before joining UBS in July 2001, Mr. Wilson was responsible for RBC Financial Group’s institutional asset management business and also served as Vice Chairman of RBC Dominion Securities.
Mr. Wilson was elected to the House of Commons in 1979. In September 1984, he was appointed Minister of Finance. In May 1991, he became Minister of Industry, Science and Technology and Minister for International Trade. During his tenure as a member of the Cabinet, Mr. Wilson had responsibility for the NAFTA negotiations and represented Canada at the G-7, IMF, World Bank, OECD, GATT and other international meetings. Prior to his career in public life, Mr. Wilson’s career was in investment banking with various responsibilities in corporate, government and international finance. He was also director of a number of companies including BP, PLC, and Manulife Financial.
Mr. Wilson is currently Chancellor of the University of Toronto and chairs the Governing Council of the Canadian Institutes of Health Research and the Mental Health Commission of Canada. He has been active in a number of professional and community organizations, including Brain Canada, the Centre for Addiction and Mental Health, the Canadian Cancer Society, and the Canadian Council. Mr. Wilson is a Companion of the Order of Canada and has honorary degrees from the University of Toronto, University of Calgary, York University, Trinity College at the University of Toronto, and the Royal Military College of Canada.
Mr. Wilson is married to Margie. They have two children and five grandchildren. He also finds time for golf and powder skiing.
Founder and Portfolio Manager
Triarii Capital Management
Miguel Fidalgo is the Founder and Portfolio Manager of Triarii Capital Management. Triarii Capital employs an opportunistic, value-oriented special situations strategy across the capital structure.
Prior to founding Triarii Capital in 2015, Mr. Fidalgo was a Managing Director at The Baupost Group, LLC, where he worked for seven years. While at Baupost, Mr. Fidalgo spearheaded the Firm’s investments in the Icelandic banks, SwissAir, Greece, and Argentina, amongst others.
From 2004 through 2008, Mr. Fidalgo was an Investment Professional at Farallon Capital Management, LLC and its affiliate Noonday Asset Management, L.P. Prior to Farallon/Noonday, Mr. Fidalgo worked at Salomon Smith Barney/Citigroup as an Investment Banking Analyst in the Financial Institutions Group from 2002 through 2004.
Mr. Fidalgo received a B.A. in Economics and Computer Science from Macalester College.
Nathaniel M. Zilkha (New York) joined KKR in 2007 and serves as the Co-Head of KKR Credit, the firm’s global credit investing business. KKR Credit invests in special situations, private credit and leveraged credit (long only, opportunistic and long /short traded credit), primarily through private funds, separate accounts and CLO’s. He is also the co-portfolio manager of the KKR Special Situations funds, which he has managed since their inception in 2009. He is a member of the Private Credit Investment Committee, Special Situations Investment Committee, Credit Portfolio Management Committee and Public Markets Management Committee. Mr. Zilkha also spent time as a member of KKR’s Private Equity Team in KKR’s Menlo Park office. Prior to joining KKR, Mr. Zilkha was a member of the Principal Investment Area of Goldman, Sachs & Co., where he invested in private equity and principal debt transactions. He is currently on the boards of directors of Amedisys, Hilding Anders, and Winoa. At KKR, he was formerly on the boards of Harden Healthcare,QMH,Oriental Brewery, and Jazz Pharmaceuticals. Mr. Zilkha graduated cum laude from Princeton University.
Mr. Brimm is the Portfolio Manager of the Picton Mahoney Concentrated Opportunistic Long Short Fund focusing on concentrated North American equity and option strategies at Picton Mahoney Asset Management (a $7bn+ AUM Investment firm in Toronto). From 20011-2015 he worked with West Face Capital in Toronto, specifically focusing on special situations, activism, and long/short opportunities. Before moving to Canada in 2011, he was the sole portfolio manager at First Q Capital, a Newport Beach, California based long/short fund focused on capital allocation and deep fundamental research. From 2002 to 2006 he was a senior analyst at Relational Investors, a San Diego, California based $5bn+ AUM activist firm. Prior to his investing career he was an operations and strategy consultant with Deloitte Consulting and McKinsey & Co. and held operating roles at companies in the entertainment and financial services industries.
Peter is a CFA charter holder and earned his MBA at the Stanford Graduate School of Business with certificates in Global Management and Public Management, and his BA cum laude from the University of California at Los Angeles.
Poul A. Winslow
Poul leads the team responsible for selecting and managing relationships with external managers across a wide range of active mandates, as well as the team that focuses on investments in long-horizon themes.
Prior to joining CPP Investment Board in 2009, he had several senior management and investment roles at Nordea Investment Management in Denmark, Sweden and the USA. He also served as the Chief Investment Officer for Andra AP-Fonden (AP2) in Sweden.
Poul obtained his undergraduate and Masters Degree in Economics and Management from Aarhus University in Denmark.
He currently serves on the boards of Enstar Group and the Hedge Fund Standards Board.
Former President and CIO
Apollo Investment Corporation
Ted J. Goldthorpe is the former President of Apollo Investment Corporation (“AIC”), Chief Investment Officer of Apollo Investment Management (“AIM”), and Global Co-Head of Direct Origination. Mr. Goldthorpe joined Apollo in April 2012. Previously, Mr. Goldthorpe was employed by Goldman Sachs for 13 years. He most recently ran the Bank Loan Distressed Investing Desk and prior to that was a Managing Director in the Special Situations Group, running both their Middle Market Private Equity business and the Canadian business (CSSG). Prior to that, Mr. Goldthorpe worked in the High Yield Distressed business, the Merchant Banking Division and the Investment Banking Division. Mr. Goldthorpe received a B.A. in Commerce from Queen’s University in Kingston, Ontario. Mr. Goldthorpe currently serves on the Global Advisory Board for the Queen’s School of Business and the board of HerJustice. He is also the Chairman of the Young Fellowship of The Duke of Edinburgh’s Award.
Gardner Russo & Gardner LLC
Thomas A. Russo joined Gardner Russo & Gardner LLC as a partner in 1989. In 2014 he became the Managing Member of the firm. Mr. Russo manages individual separate accounts and serves as the Managing Member of the General Partner to Semper Vic partnerships. Mr. Russo oversees more than $9 billion through separately managed accounts and Semper Vic partnerships. Gardner Russo & Gardner LLC is a registered investment adviser under the Investment Advisers Act of 1940, and is not associated with any bank, security dealer or other third party.
Mr. Russo looks for companies with strong cash-flow characteristics, where large amounts of “free” cash flow are generated. (These industries typically have included food, beverage, tobacco, and advertising-supported media.) Portfolio companies tend to have strong balance sheets and a history of producing high rates of return on their assets. The challenge comes in finding these obviously desirable situations at reasonable or bargain prices. Mr. Russo commits capital to leading global consumer products companies whose brands enjoy growing market shares in parts of the world undergoing economic growth and enjoying increasing political stability. He prefers companies with sufficient cash flows from existing operations, combined with balance-sheet strength, to allow investments to activate emerging markets. He backs rare management teams willing to invest to secure robust future returns even when such investments burden current reported profits. Mr. Russo believes that family-controlled companies are often uniquely well positioned to bear burdens on reported profits in pursuit of long-term gains. Accordingly, he often invests in public companies where founding families still retain control and significant investment exposure, to reduce management agency costs and to align owner interests.
Mr. Russo’s goal is one of an absolute return rather than a relative return, and he continues his long-term investment objective of compounding assets between 10 and 20 percent per year without great turnover, thereby realizing a minimum amount of realized gains and net investment income.
Thomas Russo is the Managing Member of the General Partner of Semper Vic Partners, L.P., and Semper Vic Partners (QP), L.P., limited partnerships whose combined investments are roughly $3 billion, along with overseeing substantially more funds through separate accounts for individuals, trusts, and endowments. He is a graduate of Dartmouth College (BA, 1977), and Stanford Business and Law Schools (JD/MBA, 1984). Memberships include Dean’s Advisory Council for Stanford Law School, Dartmouth College’s President’s Leadership Council, and California Bar Association. Mr. Russo is a charter member of the Advisory Board for the Heilbrunn Center for Graham & Dodd Investing at Columbia Business School. He serves on the boards of the Winston Churchill Foundation of the U.S., Facing History and Ourselves, and Storm King Art Center.
Knighthead Capital Management
Mr. Wagner co-founded Knighthead in 2008, after many years in the distressed and high yield business. Most recently at Goldman, Sachs & Co. he was a managing director responsible for running the distressed and high yield credit trading desks. He also co-managed the firm’s Capital Structure Franchise Trading desk which combined the trading of credit and equity products issued by stressed and distressed companies. Prior to joining Goldman in 2000, he was employed for two years at Credit Suisse First Boston as a high yield trader and special situations desk analyst. During his time at CSFB, Mr. Wagner graduated from Columbia Business School in 1999. Prior to attending business school, he worked for 5 years at Ernst & Young, LLP where he was registered as a Certified Public Accountant in Massachusetts and the Cayman Islands. Mr. Wagner currently serves on the Board of Trustees of Villanova University. Mr. Wagner graduated from Villanova University with a Bachelor of Science in Accounting in 1992.
Satish Rai was appointed Chief Investment Officer, OMERS Public Markets in January 2015. In this role, he is responsible for all publicly-traded asset classes in OMERS pension fund portfolio. He is also accountable for the strategy to ensure the OMERS Capital Markets business consistently delivers the required investment returns, while effectively managing investment risk.
A 30-year veteran of the investment sector, Mr. Rai’s career includes extensive experience in active equity and fixed income portfolio management. Prior to joining OMERS, he served as Chief Investment Officer at TD Asset Management, overseeing $250 billion in assets under management. At TDAM Mr. Rai also acted as Chair of the Committee of the Advancement of Visible Minorities in Leadership Roles and member of the Diversity Leadership Council.
Mr. Rai holds a Bachelor of Mathematics from the University of Waterloo, and is a Chartered Financial Analyst (CFA). He has previously been recognized as one of Canada’s Top 40 Industry Leaders Under 40, and in 2006 he received the Alumni Achievement Medal from the University of Waterloo Faculty of Mathematics.
Mr. Rai is actively involved in the community, including through service on the Board of Governors, Finance Committee and Investment Committee of the University of Waterloo and as a member of the Young Presidents’ Organization/World Presidents’ Organization. He is also a past member of the boards of the Toronto East General Hospital Foundation and Women in Capital Markets.
Scott joined CPPIB in 2005 and is presently a Managing Director within the External Portfolio Management Team. In this capacity, Scott oversees CPPIB’s hedge fund investment process. Scott also serves as a member of CPPIB’s Investment Partnerships Committee, in addition to serving as a member of CPPIB’s Credit Investment Committee. Prior to joining the External Portfolio Management Team, Scott was a senior member of CPPIB’s Private Investments Team, where he focused on private equity fund investments and private equity secondaries. Prior to joining CPPIB, Scott was a member of the European Corporate Development team at Level 3 Communications. Scott began his career in mergers and acquisitions with BMO Nesbitt Burns.
Scott holds a Master in Finance from London Business School and a BBA from Wilfrid Laurier University.
Bloomberg Television Canada
Award-winning business journalist Amanda Lang has been covering business in North America for 20 years. Lang will produce and anchor two weekly shows for Bloomberg Television Canada, launched in early 2016. Previously, Lang was CBC’s senior business correspondent, reporting for its flagship nightly news program, The National, and host of The Exchange with Amanda Lang, a daily business program airing on CBC News Network.
Lang studied Architecture at the University of Manitoba, before becoming a journalist. Her first job in journalism was for the Globe and Mail, and subsequently Lang joined the Financial Post newspaper, where she became the paper’s New York correspondent. In New York she made the leap to television, where she first was part of the team that launched BNN and before long wound up at CNN as a reporter and anchor. She returned to Canada in 2002 to re-join BNN, and has been with CBC since 2009. Her best-selling book, “The Power of Why,” (HarperCollins, October 2012) explores the connection between curiosity and success. Lang is at work on a second book for Harper Collins to be published in the fall of 2016.
Anchor and Editor-at-Large
Erik Schatzker hosts conversations with the world’s most powerful, interesting and influential executives, investors, financiers and policymakers for Bloomberg Television. His recent interviews include Bridgewater’s Ray Dalio, Larry Fink of BlackRock and Barclays CEO Jes Staley.
Schatzker has a deep background in business news and years of experience covering many of the most demanding topics in finance and the biggest stories on Wall Street, from the dot-com bubble to the subprime-mortgage meltdown to the rise of hedge fund activism. Over two decades his assignments in pursuit of original reporting have taken him from anti-government protests in Athens to Western Australia’s offshore gas fields.
The same interviewing skills that Schatzker puts to work on camera have made him an in-demand moderator at events ranging from the World Economic Forum in Davos, Switzerland, to the Milken Global Conference in Los Angeles. At Bloomberg Schatzker also co-chairs the Markets Most Influential Summit, an annual conference that brings together the top newsmakers in finance.
Prior to joining Bloomberg Television in 2007, Schatzker led Bloomberg’s print coverage of financial services in the Americas. He began his career with the South Pacific Mail in Santiago, Chile, and served as a correspondent in Santiago and Toronto for Knight-Ridder Financial/Bridge News before starting with Bloomberg as a technology reporter in 1998. Schatzker’s past positions with Bloomberg include Toronto Bureau Chief and Senior Writer for Bloomberg Markets magazine.
Schatzker earned a bachelor’s degree in history from the University of Toronto. He’s based in New York City.