Join us for an in-depth talk on investing in China from a variety of backgrounds. Focusing on public markets with an ESG facet, this panel will look at how investors can trade in Chinese equities and choose investments that are in line with their foundational ESG/SRI goals.
A Principal within Eckler’s Investment Consulting practice, Jason joined the firm in 2006. He provides investment strategy advice to a wide range of institutional clients, including DB and DC pension plans, endowment/foundations, single family offices, corporations and non-profit organizations.
In addition to consulting responsibilities, Jason is a member of the Investment Research Steering Committee which oversees investment manager and strategy research.
Jason’s specific area of expertise is alternative investments including infrastructure, real estate and private equity/debt strategies.
An active volunteer within the pension and investment community, Jason has authored several articles and presented on investment strategy at numerous conferences. He is currently a member of the Canadian Investment Review Advisory Board, a volunteer on the CNIB’s National Investment & Pension Committee and a director with the National Ballet School Foundation.
Jason graduated from the University of Western Ontario in 1999 with an Economics degree. He has also earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Darryl Orom
Head of Absolute Return Investments
Alberta Teachers’ Retirement Fund
Darryl Orom is the Head of Absolute Return Investments at Alberta Teachers’ Retirement Fund (“ATRF”). He was responsible for the design and implementation of the Fund’s Absolute Return program in 2014 and leads an investment team focused on managing a policy allocation to liquid alternatives of 10%. In addition, Darryl participates in formulating the overall Fund’s investment strategy and asset allocation as a member of ATRF’s Management Investment Committee, Asset Allocation Committee and Portfolio Allocation committee.
Prior to joining ATRF, Darryl was a Senior Investment Advisor with BMO Nesbitt Burns and later National Bank Financial. In 2007 he joined Alberta Teachers’ Retirement Fund where he was responsible for the Fund’s external manager program until assuming responsibility for ATRF’s Absolute Return investments.
Darryl holds a Bachelor of Commerce degree from the University of Alberta, the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI)
Mike Sell
Portfolio Manager & Head of Asian Equities
Alquity Investment Mangement
Mike joined Alquity as Head of Asian Investments in 2014.
He graduated from the University of Southampton in 1994 with a first class degree in Economics and joined Baring Asset Management. Over the next 8 years he was manager of the Baring Peacock Fund, an open ended investment fund focusing on Indian equities. He also was appointed a Divisional Director of the firm, a member of the Emerging Markets Asset Allocation Committee and the Deputy Manager of the Global Resource Funds.
In 2004 he joined the Emerging Markets team at Thames River Capital as an Asian Fund Manager, a division which demerged to become Nevsky Capital. Over his 7 years at Thames River/Nevsky Capital, Mike was part of the team that grew the Emerging Market equity assets from US$150 million to US$3.5 Billion. In 2001 he moved to F&C, along with the management of the Traditional Funds Emerging Asia and Global Emerging Markets Funds where he was respectively the Manager and Co-Manager. He was additionally appointed Manager of the F&C Asian Alpha Fund in November 2012.
Eric Wong
Director
TCG Capital (SFO)
Eric Wong established TCG in 2003 as an asset management and financial advisory firm focused on investments with superior risk adjusted returns that are uncorrelated to major asset classes and advising family office and corporate clients. TCG’s Celera division was formed in 2012 to consolidate the financial and technology sector business of TCG and its Vauban division has been engaged in real assets financing since 2011.
Prior to TCG, Mr. Wong was involved with his family’s chemicals and electronics interests in Greater China which date back to 1918 in Shanghai, 1950 in Hong Kong and 1970 in Taiwan. He holds an M.S. in Biotechnology from the Kellogg Center for Biotechnology at Northwestern University, a B.A. in Molecular Biology from Pomona College and is FRM certified. Mr. Wong is also registered with the U.S. CFTC as the principal of a CTA/CPO and IB.
Join us for an in-depth talk on investing in China from a variety of backgrounds. Focusing on public markets with an ESG facet, this panel will look at how investors can trade in Chinese equities and choose investments that are in line with their foundational ESG/SRI goals.
A Principal within Eckler’s Investment Consulting practice, Jason joined the firm in 2006. He provides investment strategy advice to a wide range of institutional clients, including DB and DC pension plans, endowment/foundations, single family offices, corporations and non-profit organizations.
In addition to consulting responsibilities, Jason is a member of the Investment Research Steering Committee which oversees investment manager and strategy research.
Jason’s specific area of expertise is alternative investments including infrastructure, real estate and private equity/debt strategies.
An active volunteer within the pension and investment community, Jason has authored several articles and presented on investment strategy at numerous conferences. He is currently a member of the Canadian Investment Review Advisory Board, a volunteer on the CNIB’s National Investment & Pension Committee and a director with the National Ballet School Foundation.
Jason graduated from the University of Western Ontario in 1999 with an Economics degree. He has also earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Darryl Orom
Head of Absolute Return Investments
Alberta Teachers’ Retirement Fund
Darryl Orom is the Head of Absolute Return Investments at Alberta Teachers’ Retirement Fund (“ATRF”). He was responsible for the design and implementation of the Fund’s Absolute Return program in 2014 and leads an investment team focused on managing a policy allocation to liquid alternatives of 10%. In addition, Darryl participates in formulating the overall Fund’s investment strategy and asset allocation as a member of ATRF’s Management Investment Committee, Asset Allocation Committee and Portfolio Allocation committee.
Prior to joining ATRF, Darryl was a Senior Investment Advisor with BMO Nesbitt Burns and later National Bank Financial. In 2007 he joined Alberta Teachers’ Retirement Fund where he was responsible for the Fund’s external manager program until assuming responsibility for ATRF’s Absolute Return investments.
Darryl holds a Bachelor of Commerce degree from the University of Alberta, the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI)
Mike Sell
Portfolio Manager & Head of Asian Equities
Alquity Investment Mangement
Mike joined Alquity as Head of Asian Investments in 2014.
He graduated from the University of Southampton in 1994 with a first class degree in Economics and joined Baring Asset Management. Over the next 8 years he was manager of the Baring Peacock Fund, an open ended investment fund focusing on Indian equities. He also was appointed a Divisional Director of the firm, a member of the Emerging Markets Asset Allocation Committee and the Deputy Manager of the Global Resource Funds.
In 2004 he joined the Emerging Markets team at Thames River Capital as an Asian Fund Manager, a division which demerged to become Nevsky Capital. Over his 7 years at Thames River/Nevsky Capital, Mike was part of the team that grew the Emerging Market equity assets from US$150 million to US$3.5 Billion. In 2001 he moved to F&C, along with the management of the Traditional Funds Emerging Asia and Global Emerging Markets Funds where he was respectively the Manager and Co-Manager. He was additionally appointed Manager of the F&C Asian Alpha Fund in November 2012.
Eric Wong
Director
TCG Capital (SFO)
Eric Wong established TCG in 2003 as an asset management and financial advisory firm focused on investments with superior risk adjusted returns that are uncorrelated to major asset classes and advising family office and corporate clients. TCG’s Celera division was formed in 2012 to consolidate the financial and technology sector business of TCG and its Vauban division has been engaged in real assets financing since 2011.
Prior to TCG, Mr. Wong was involved with his family’s chemicals and electronics interests in Greater China which date back to 1918 in Shanghai, 1950 in Hong Kong and 1970 in Taiwan. He holds an M.S. in Biotechnology from the Kellogg Center for Biotechnology at Northwestern University, a B.A. in Molecular Biology from Pomona College and is FRM certified. Mr. Wong is also registered with the U.S. CFTC as the principal of a CTA/CPO and IB.
We believe that people attend conferences for many reasons: great panels, lively discussions, meet new & old friends, and in many cases some super food and after-hours bonding. Sadly, only the first reason is delivered by many online conferences and the last two are just not feasible in COVID-land. We designed this and many other large-scale conferences in 2020 and beyond to harness technology to serve our delegates’ needs. With no minimum number of webinars, small group discussions, or 1:1 meetings, all delegates can get what they want without travel or possible harm to their health. We encourage you to take a tour of our platform, which we have used for 5 years – now with video, and get to know this new normal to maximize your conference experience same as you might in real life!
Who Attends?
The CAASA Annual Conference brings together speakers and participants from private and public pension plans, sovereign wealth funds, single and multi-family offices, consulting firms, investment dealers, Canadian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing investors and managers in Canada and elsewhere including structuring, legal & tax issues, IT and operational areas, and investments – including: hedge funds, CTAs, private equity, private lending, real estate, infrastructure, and crypto-assets/blockchain-related investments.
All content is subject to Chatham House Rule. Prices increase on Oct 1, 2020.
Our 2019 conference delegation included 35%investors, 37% managers and 28% service providers and other industry players. We expect 150 investors, 150 managers, and 75 service providers to attend this edition.
Adjunct Professor of Mathematical Finance, Columbia University & NYU
Debra Thompson
PhD
Associate Professor – Political Science, McGill University
Sheryl King
Advisor to the Governor, Bank of Canada
Sheryl King was appointed as Advisor to the Governor, representing the Bank of anada in its New York Office, effective 5 July 2016. She is responsible for promoting and strengthening ties between the Bank and the financial community in New York, with an emphasis on financial market and financial stability developments.
Before assuming this role at the Bank, Ms. King was Managing Director North America and Global Quantitative Research at Roubini Global Economics since 2014. From 2009 to 2012, she was Chief Economist and Strategist at Merrill Lynch Canada. From 2004 to 2009, she was Assistant Chief US Economist at Merrill Lynch in New York.
Prior to that, Ms. King worked as a U.S. macro forecaster and as a bond and currency strategist at TD Bank. Earlier in her career, she spent eight years at the Bank of Canada, first as an economist and later as an analyst in the Bank’s Financial Markets Department.
Born in Montreal, Ms. King holds a BA in economics from Concordia University and an MA in economics from Carleton University.
Gunter Meissner
PhD
Adjunct Professor of Mathematical Finance, Columbia University & NYU
After a lectureship in mathematics and statistics at the Economic Academy Kiel, Gunter Meissner PhD, joined Deutsche Bank in 1990, trading interest rate futures, swaps, and options in Frankfurt and New York. He became Head of Product Development in 1994, responsible for originating algorithms for new derivatives products, which at the time were Lookback Options, Multi-asset Options, Quanto Options, Average Options, Index Amortizing Swaps, and Bermuda Swaptions. In 1995/1996 Gunter Meissner was Head of Options at Deutsche Bank Tokyo. From 1997 to 2007, Gunter was Professor of Finance at Hawaii Pacific University and from 2008 to 2013 Director of the Master in Financial Engineering Program at the University of Hawaii. Currently, he is President of Derivatives Software and Adjunct Professor of Mathematical Finance at Columbia University and NYU.
Gunter Meissner has published numerous papers and five books on derivatives and risk management. His six’s book on “Forecasting – 10 Methods” will come out in 2020.
Debra Thompson
PhD
Associate Professor – Political Science, McGill University
Dr. Debra Thompson is an Associate Professor of Political Science at McGill University. She is a leading scholar of the comparative politics of race, with teaching and research interests that focus on the dynamics of racial inequality in democratic societies. Dr. Thompson’s award-winning book, The Schematic State: Race, Transnationalism, and the Politics of the Census (Cambridge University Press, 2016) is a study of the political development of racial classifications on the national censuses of the United States, Canada, and Great Britain. The book maps the changing nature of the census from an instrument historically used to manage and control racialized populations to its contemporary purpose as an important source of statistical information, employed for egalitarian ends. Her research has also appeared journals such as in the Canadian Journal of Political Science, South Atlantic Quarterly, Social and Legal Studies, and Ethnic and Racial Studies, among others. Dr. Thompson previously taught at the University of Oregon and Northwestern University, and held a SSHRC postdoctoral fellowship with the Center for American Political Studies at Harvard University in 2010-2011.
Speakers
Jason Campbell
Principal
Eckler
Darryl Orom
Head of Absolute Return Investments
Alberta Teachers’ Retirement Fund
Mike Sell
Portfolio Manager & Head of Asian Equities
Alquity Investment Mangement
Eric Wong
Director
TCG Capital (SFO)
Jason Campbell
Principal
Eckler
A Principal within Eckler’s Investment Consulting practice, Jason joined the firm in 2006. He provides investment strategy advice to a wide range of institutional clients, including DB and DC pension plans, endowment/foundations, single family offices, corporations and non-profit organizations.
In addition to consulting responsibilities, Jason is a member of the Investment Research Steering Committee which oversees investment manager and strategy research.
Jason’s specific area of expertise is alternative investments including infrastructure, real estate and private equity/debt strategies.
An active volunteer within the pension and investment community, Jason has authored several articles and presented on investment strategy at numerous conferences. He is currently a member of the Canadian Investment Review Advisory Board, a volunteer on the CNIB’s National Investment & Pension Committee and a director with the National Ballet School Foundation.
Jason graduated from the University of Western Ontario in 1999 with an Economics degree. He has also earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Darryl Orom
Head of Absolute Return Investments
Alberta Teachers’ Retirement Fund
Darryl Orom is the Head of Absolute Return Investments at Alberta Teachers’ Retirement Fund (“ATRF”). He was responsible for the design and implementation of the Fund’s Absolute Return program in 2014 and leads an investment team focused on managing a policy allocation to liquid alternatives of 10%. In addition, Darryl participates in formulating the overall Fund’s investment strategy and asset allocation as a member of ATRF’s Management Investment Committee, Asset Allocation Committee and Portfolio Allocation committee.
Prior to joining ATRF, Darryl was a Senior Investment Advisor with BMO Nesbitt Burns and later National Bank Financial. In 2007 he joined Alberta Teachers’ Retirement Fund where he was responsible for the Fund’s external manager program until assuming responsibility for ATRF’s Absolute Return investments.
Darryl holds a Bachelor of Commerce degree from the University of Alberta, the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI)
Mike Sell
Portfolio Manager & Head of Asian Equities
Alquity Investment Mangement
Mike joined Alquity as Head of Asian Investments in 2014.
He graduated from the University of Southampton in 1994 with a first class degree in Economics and joined Baring Asset Management. Over the next 8 years he was manager of the Baring Peacock Fund, an open ended investment fund focusing on Indian equities. He also was appointed a Divisional Director of the firm, a member of the Emerging Markets Asset Allocation Committee and the Deputy Manager of the Global Resource Funds.
In 2004 he joined the Emerging Markets team at Thames River Capital as an Asian Fund Manager, a division which demerged to become Nevsky Capital. Over his 7 years at Thames River/Nevsky Capital, Mike was part of the team that grew the Emerging Market equity assets from US$150 million to US$3.5 Billion. In 2001 he moved to F&C, along with the management of the Traditional Funds Emerging Asia and Global Emerging Markets Funds where he was respectively the Manager and Co-Manager. He was additionally appointed Manager of the F&C Asian Alpha Fund in November 2012.
Eric Wong
Director
TCG Capital (SFO)
Eric Wong established TCG in 2003 as an asset management and financial advisory firm focused on investments with superior risk adjusted returns that are uncorrelated to major asset classes and advising family office and corporate clients. TCG’s Celera division was formed in 2012 to consolidate the financial and technology sector business of TCG and its Vauban division has been engaged in real assets financing since 2011.
Prior to TCG, Mr. Wong was involved with his family’s chemicals and electronics interests in Greater China which date back to 1918 in Shanghai, 1950 in Hong Kong and 1970 in Taiwan. He holds an M.S. in Biotechnology from the Kellogg Center for Biotechnology at Northwestern University, a B.A. in Molecular Biology from Pomona College and is FRM certified. Mr. Wong is also registered with the U.S. CFTC as the principal of a CTA/CPO and IB.
AGENDA
Day 1
November 3, 2020
8:00 am – 6:00 pm
Day 2
November 4, 2020
8:00 am – 6:00 pm
Day 3
November 5, 2020
8:00 am – 4:30 pm
November 3, 2020
8:00 am – 6:00 pm
Day 1
8:00 am
Tête-à-Tête Session #1
4 x 15-minute 1:1 meetings
9:00 am
Welcome & A Few Remarks on the Curriculum
James Burron, CAASA
Ranjan Bhaduri, Bodhi Research Group
9:15 am
Discussion 1: Absolute Return – Portfolio Construction & Innovative Strategies
Brian Broadway, Gryphon Capital Management Brandon Gill New, OPTrust Nicolas Dang, CN Investment Division Cedric Fontaille, Unigestion
10:00 am
Short break
10:15 am
Discussion 2: Emerging Managers in an Institutional Portfolio
Dr. Ranjan Bhaduri, Bodhi Research Group Mark Hannoush, OTPP Yan Kvitko, CPPIB Kirk Sims, Teachers Retirement System of Texas
11:00 am
Short break
11:15 am
CAASA Chat 1: Co-investments
Kalina Berova, Bodhi Research Group Shaun Martinak, BCi Adam Buzanis, CAAT
12:00 pm
Short break
12:15 pm
Sponsored Table Talks
This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting.
1:15 pm
CAASA Chat 2: Conquer Covid – the inside story
Our spin on the classic fireside chat.
Confidy Kong, Bodhi Research Group Owais Quereshi, Canada Post Pension
1:30 pm
Discussion 3: The Privates World – Infrastructure, PE, & VC
Michael Bernstein Omeir Jilani, First Bank of Abu Dhabi Cara Nakamura, Kamehameha Schools Matt Smagacz, Wyoming State Treasurer’s Office
2:15 pm
Short break
2:30 pm
Keynote 1: ESG – Race Relations
Dr. Debra Thompson, McGill University
3:00 pm
Discussion 4: ESG – Diversity & Inclusion
Akanksha Thakur, Simon Fraser University Dr. Debra Thompson, McGill University Kathleen Schmidlkofer, University of Minnesota Foundation
Camilla Sutton, Women in Capital Markets Hazlitt Gill, Wells Fargo
3:45 pm
Short break
4:00 pm
NowTalk 1: COVID-19 Pandemic & the Labour Market
Dr. Hashmat Khan, Carleton University
4:30 pm
NowTalk 2: How to Boost your Immunity in a COVID-19 Environment
CAASA’s in-house sommelier Mackenzie Putici will lead us through a tasting on the red and white varietals of Bordeaux, France. Dive into some history and learn how to taste like a sommelier!
7:00 pm
End of Day 1
November 4, 2020
8:00 am – 6:00 pm
Day 2
8:00 am
Tête-à-Tête Meetings #3
4 x 15-minute 1:1 meetings
9:00 am
Discussion 5: Quantitative Trading Strategies
Mohamed Farid, World Bank Pension Christophe L’Ahelec, OTPP Dr. Wagner Dada, CPPIB Dr. Robin Lundgren, AP4
9:45 am
Short break
10:00 am
Discussion 6: Pension Fund Case Studies on Peer-to-Peer Lending & Repo
Rob Goobie, HOOPP Mike Johnson, CalPERS Jerry May, OPERS
Ranjan Bhaduri, Bodhi Research Group
10:45 am
Short break
11:00 am
CAASA Chat 3: Insurance Linked Securities
Our spin on the classic fireside chat.
Philippe Trahan, OTPP Bernard van der Stichele, HOOPP
11:30 am
Tête-à-Tête Meetings #3
3 x 15-minute 1:1 meetings
12:15 pm
Sponsored Table Talks
This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting.
1:15 pm
Discussion 7: Trading and Innovative Investing in COVID-19
Ryan Abrams, Exelon Corporation
Puneet Kohli, HOOPP Dave Finstad, BCi Dominic Garcia, New Mexico State Pension Darryl Orom, ATRF
2:00 pm
Short break
2:15 pm
Keynote 2: Myths in Finance
Dr. Gunter Meissner, University of Hawaii
3:00 pm
Short break
3:15 pm
Discussion 8: Negotiations, Structuring, and Legal Due Diligence
Tamara Greeman, World Bank Pension Nina Fitzpatrick, Lighthouse Partners Megan Vesely, OMERS
4:00 pm
Keynote 3: Trends in the Canadian Economy
Keynote by Sheryl King, Bank of Canada
Followed by Q&A with: Sheryl King, Bank of Canada Dr. Ranjan Bhaduri, Bodhi Research Group Dr. Hashmat Khan, Carlton University
4:45 pm
Short break
5:00 pm
Discussion 9: Good Riddance 2020! Ideas for 2021
Brian Gelfand Derek Drummond, SWIB Elizabeth Burton, Hawaii Employees’ Retirement System Mee Warren, Bodhi Research Group Chad Myhre, Heinz Family Office
5:45 pm
A Few Closing Remarks
James Burron, CAASA
6:00 pm
End of Day 2
November 5, 2020
8:00 am – 4:30 pm
Day 3
8:00 am
Tête-à-Tête Meetings #5
17 x 15-minute 1:1 meetings
12:15 pm
Short Break
1:15 pm
Tête-à-Tête Meetings #6
13 x 15-minute 1:1 meetings
4:30 pm
End of Day 3 – Close of Conference
CAASA Members
Please contact us and we may be able to accommodate on a best efforts basis for current CAASA members and asset owners.
Event Registration Closed
Non-Members
Complimentary for end-investors. Please contact us and we may be able to accommodate on a best efforts basis for current CAASA members and asset owners.
Join us for an in-depth talk on investing in China from a variety of backgrounds. Focusing on public markets with an ESG facet, this panel will look at how investors can trade in Chinese equities and choose investments that are in line with their foundational ESG/SRI goals.
A Principal within Eckler’s Investment Consulting practice, Jason joined the firm in 2006. He provides investment strategy advice to a wide range of institutional clients, including DB and DC pension plans, endowment/foundations, single family offices, corporations and non-profit organizations.
In addition to consulting responsibilities, Jason is a member of the Investment Research Steering Committee which oversees investment manager and strategy research.
Jason’s specific area of expertise is alternative investments including infrastructure, real estate and private equity/debt strategies.
An active volunteer within the pension and investment community, Jason has authored several articles and presented on investment strategy at numerous conferences. He is currently a member of the Canadian Investment Review Advisory Board, a volunteer on the CNIB’s National Investment & Pension Committee and a director with the National Ballet School Foundation.
Jason graduated from the University of Western Ontario in 1999 with an Economics degree. He has also earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Darryl Orom
Head of Absolute Return Investments
Alberta Teachers’ Retirement Fund
Darryl Orom is the Head of Absolute Return Investments at Alberta Teachers’ Retirement Fund (“ATRF”). He was responsible for the design and implementation of the Fund’s Absolute Return program in 2014 and leads an investment team focused on managing a policy allocation to liquid alternatives of 10%. In addition, Darryl participates in formulating the overall Fund’s investment strategy and asset allocation as a member of ATRF’s Management Investment Committee, Asset Allocation Committee and Portfolio Allocation committee.
Prior to joining ATRF, Darryl was a Senior Investment Advisor with BMO Nesbitt Burns and later National Bank Financial. In 2007 he joined Alberta Teachers’ Retirement Fund where he was responsible for the Fund’s external manager program until assuming responsibility for ATRF’s Absolute Return investments.
Darryl holds a Bachelor of Commerce degree from the University of Alberta, the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI)
Mike Sell
Portfolio Manager & Head of Asian Equities
Alquity Investment Mangement
Mike joined Alquity as Head of Asian Investments in 2014.
He graduated from the University of Southampton in 1994 with a first class degree in Economics and joined Baring Asset Management. Over the next 8 years he was manager of the Baring Peacock Fund, an open ended investment fund focusing on Indian equities. He also was appointed a Divisional Director of the firm, a member of the Emerging Markets Asset Allocation Committee and the Deputy Manager of the Global Resource Funds.
In 2004 he joined the Emerging Markets team at Thames River Capital as an Asian Fund Manager, a division which demerged to become Nevsky Capital. Over his 7 years at Thames River/Nevsky Capital, Mike was part of the team that grew the Emerging Market equity assets from US$150 million to US$3.5 Billion. In 2001 he moved to F&C, along with the management of the Traditional Funds Emerging Asia and Global Emerging Markets Funds where he was respectively the Manager and Co-Manager. He was additionally appointed Manager of the F&C Asian Alpha Fund in November 2012.
Eric Wong
Director
TCG Capital (SFO)
Eric Wong established TCG in 2003 as an asset management and financial advisory firm focused on investments with superior risk adjusted returns that are uncorrelated to major asset classes and advising family office and corporate clients. TCG’s Celera division was formed in 2012 to consolidate the financial and technology sector business of TCG and its Vauban division has been engaged in real assets financing since 2011.
Prior to TCG, Mr. Wong was involved with his family’s chemicals and electronics interests in Greater China which date back to 1918 in Shanghai, 1950 in Hong Kong and 1970 in Taiwan. He holds an M.S. in Biotechnology from the Kellogg Center for Biotechnology at Northwestern University, a B.A. in Molecular Biology from Pomona College and is FRM certified. Mr. Wong is also registered with the U.S. CFTC as the principal of a CTA/CPO and IB.
Join us for an in-depth talk on investing in China from a variety of backgrounds. Focusing on public markets with an ESG facet, this panel will look at how investors can trade in Chinese equities and choose investments that are in line with their foundational ESG/SRI goals.
A Principal within Eckler’s Investment Consulting practice, Jason joined the firm in 2006. He provides investment strategy advice to a wide range of institutional clients, including DB and DC pension plans, endowment/foundations, single family offices, corporations and non-profit organizations.
In addition to consulting responsibilities, Jason is a member of the Investment Research Steering Committee which oversees investment manager and strategy research.
Jason’s specific area of expertise is alternative investments including infrastructure, real estate and private equity/debt strategies.
An active volunteer within the pension and investment community, Jason has authored several articles and presented on investment strategy at numerous conferences. He is currently a member of the Canadian Investment Review Advisory Board, a volunteer on the CNIB’s National Investment & Pension Committee and a director with the National Ballet School Foundation.
Jason graduated from the University of Western Ontario in 1999 with an Economics degree. He has also earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Darryl Orom
Head of Absolute Return Investments
Alberta Teachers’ Retirement Fund
Darryl Orom is the Head of Absolute Return Investments at Alberta Teachers’ Retirement Fund (“ATRF”). He was responsible for the design and implementation of the Fund’s Absolute Return program in 2014 and leads an investment team focused on managing a policy allocation to liquid alternatives of 10%. In addition, Darryl participates in formulating the overall Fund’s investment strategy and asset allocation as a member of ATRF’s Management Investment Committee, Asset Allocation Committee and Portfolio Allocation committee.
Prior to joining ATRF, Darryl was a Senior Investment Advisor with BMO Nesbitt Burns and later National Bank Financial. In 2007 he joined Alberta Teachers’ Retirement Fund where he was responsible for the Fund’s external manager program until assuming responsibility for ATRF’s Absolute Return investments.
Darryl holds a Bachelor of Commerce degree from the University of Alberta, the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI)
Mike Sell
Portfolio Manager & Head of Asian Equities
Alquity Investment Mangement
Mike joined Alquity as Head of Asian Investments in 2014.
He graduated from the University of Southampton in 1994 with a first class degree in Economics and joined Baring Asset Management. Over the next 8 years he was manager of the Baring Peacock Fund, an open ended investment fund focusing on Indian equities. He also was appointed a Divisional Director of the firm, a member of the Emerging Markets Asset Allocation Committee and the Deputy Manager of the Global Resource Funds.
In 2004 he joined the Emerging Markets team at Thames River Capital as an Asian Fund Manager, a division which demerged to become Nevsky Capital. Over his 7 years at Thames River/Nevsky Capital, Mike was part of the team that grew the Emerging Market equity assets from US$150 million to US$3.5 Billion. In 2001 he moved to F&C, along with the management of the Traditional Funds Emerging Asia and Global Emerging Markets Funds where he was respectively the Manager and Co-Manager. He was additionally appointed Manager of the F&C Asian Alpha Fund in November 2012.
Eric Wong
Director
TCG Capital (SFO)
Eric Wong established TCG in 2003 as an asset management and financial advisory firm focused on investments with superior risk adjusted returns that are uncorrelated to major asset classes and advising family office and corporate clients. TCG’s Celera division was formed in 2012 to consolidate the financial and technology sector business of TCG and its Vauban division has been engaged in real assets financing since 2011.
Prior to TCG, Mr. Wong was involved with his family’s chemicals and electronics interests in Greater China which date back to 1918 in Shanghai, 1950 in Hong Kong and 1970 in Taiwan. He holds an M.S. in Biotechnology from the Kellogg Center for Biotechnology at Northwestern University, a B.A. in Molecular Biology from Pomona College and is FRM certified. Mr. Wong is also registered with the U.S. CFTC as the principal of a CTA/CPO and IB.
Join us for an in-depth talk on investing in China from a variety of backgrounds. Focusing on public markets with an ESG facet, this panel will look at how investors can trade in Chinese equities and choose investments that are in line with their foundational ESG/SRI goals.
A Principal within Eckler’s Investment Consulting practice, Jason joined the firm in 2006. He provides investment strategy advice to a wide range of institutional clients, including DB and DC pension plans, endowment/foundations, single family offices, corporations and non-profit organizations.
In addition to consulting responsibilities, Jason is a member of the Investment Research Steering Committee which oversees investment manager and strategy research.
Jason’s specific area of expertise is alternative investments including infrastructure, real estate and private equity/debt strategies.
An active volunteer within the pension and investment community, Jason has authored several articles and presented on investment strategy at numerous conferences. He is currently a member of the Canadian Investment Review Advisory Board, a volunteer on the CNIB’s National Investment & Pension Committee and a director with the National Ballet School Foundation.
Jason graduated from the University of Western Ontario in 1999 with an Economics degree. He has also earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Darryl Orom
Head of Absolute Return Investments
Alberta Teachers’ Retirement Fund
Darryl Orom is the Head of Absolute Return Investments at Alberta Teachers’ Retirement Fund (“ATRF”). He was responsible for the design and implementation of the Fund’s Absolute Return program in 2014 and leads an investment team focused on managing a policy allocation to liquid alternatives of 10%. In addition, Darryl participates in formulating the overall Fund’s investment strategy and asset allocation as a member of ATRF’s Management Investment Committee, Asset Allocation Committee and Portfolio Allocation committee.
Prior to joining ATRF, Darryl was a Senior Investment Advisor with BMO Nesbitt Burns and later National Bank Financial. In 2007 he joined Alberta Teachers’ Retirement Fund where he was responsible for the Fund’s external manager program until assuming responsibility for ATRF’s Absolute Return investments.
Darryl holds a Bachelor of Commerce degree from the University of Alberta, the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI)
Mike Sell
Portfolio Manager & Head of Asian Equities
Alquity Investment Mangement
Mike joined Alquity as Head of Asian Investments in 2014.
He graduated from the University of Southampton in 1994 with a first class degree in Economics and joined Baring Asset Management. Over the next 8 years he was manager of the Baring Peacock Fund, an open ended investment fund focusing on Indian equities. He also was appointed a Divisional Director of the firm, a member of the Emerging Markets Asset Allocation Committee and the Deputy Manager of the Global Resource Funds.
In 2004 he joined the Emerging Markets team at Thames River Capital as an Asian Fund Manager, a division which demerged to become Nevsky Capital. Over his 7 years at Thames River/Nevsky Capital, Mike was part of the team that grew the Emerging Market equity assets from US$150 million to US$3.5 Billion. In 2001 he moved to F&C, along with the management of the Traditional Funds Emerging Asia and Global Emerging Markets Funds where he was respectively the Manager and Co-Manager. He was additionally appointed Manager of the F&C Asian Alpha Fund in November 2012.
Eric Wong
Director
TCG Capital (SFO)
Eric Wong established TCG in 2003 as an asset management and financial advisory firm focused on investments with superior risk adjusted returns that are uncorrelated to major asset classes and advising family office and corporate clients. TCG’s Celera division was formed in 2012 to consolidate the financial and technology sector business of TCG and its Vauban division has been engaged in real assets financing since 2011.
Prior to TCG, Mr. Wong was involved with his family’s chemicals and electronics interests in Greater China which date back to 1918 in Shanghai, 1950 in Hong Kong and 1970 in Taiwan. He holds an M.S. in Biotechnology from the Kellogg Center for Biotechnology at Northwestern University, a B.A. in Molecular Biology from Pomona College and is FRM certified. Mr. Wong is also registered with the U.S. CFTC as the principal of a CTA/CPO and IB.
Join us for an in-depth talk on investing in China from a variety of backgrounds. Focusing on public markets with an ESG facet, this panel will look at how investors can trade in Chinese equities and choose investments that are in line with their foundational ESG/SRI goals.
A Principal within Eckler’s Investment Consulting practice, Jason joined the firm in 2006. He provides investment strategy advice to a wide range of institutional clients, including DB and DC pension plans, endowment/foundations, single family offices, corporations and non-profit organizations.
In addition to consulting responsibilities, Jason is a member of the Investment Research Steering Committee which oversees investment manager and strategy research.
Jason’s specific area of expertise is alternative investments including infrastructure, real estate and private equity/debt strategies.
An active volunteer within the pension and investment community, Jason has authored several articles and presented on investment strategy at numerous conferences. He is currently a member of the Canadian Investment Review Advisory Board, a volunteer on the CNIB’s National Investment & Pension Committee and a director with the National Ballet School Foundation.
Jason graduated from the University of Western Ontario in 1999 with an Economics degree. He has also earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Darryl Orom
Head of Absolute Return Investments
Alberta Teachers’ Retirement Fund
Darryl Orom is the Head of Absolute Return Investments at Alberta Teachers’ Retirement Fund (“ATRF”). He was responsible for the design and implementation of the Fund’s Absolute Return program in 2014 and leads an investment team focused on managing a policy allocation to liquid alternatives of 10%. In addition, Darryl participates in formulating the overall Fund’s investment strategy and asset allocation as a member of ATRF’s Management Investment Committee, Asset Allocation Committee and Portfolio Allocation committee.
Prior to joining ATRF, Darryl was a Senior Investment Advisor with BMO Nesbitt Burns and later National Bank Financial. In 2007 he joined Alberta Teachers’ Retirement Fund where he was responsible for the Fund’s external manager program until assuming responsibility for ATRF’s Absolute Return investments.
Darryl holds a Bachelor of Commerce degree from the University of Alberta, the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI)
Mike Sell
Portfolio Manager & Head of Asian Equities
Alquity Investment Mangement
Mike joined Alquity as Head of Asian Investments in 2014.
He graduated from the University of Southampton in 1994 with a first class degree in Economics and joined Baring Asset Management. Over the next 8 years he was manager of the Baring Peacock Fund, an open ended investment fund focusing on Indian equities. He also was appointed a Divisional Director of the firm, a member of the Emerging Markets Asset Allocation Committee and the Deputy Manager of the Global Resource Funds.
In 2004 he joined the Emerging Markets team at Thames River Capital as an Asian Fund Manager, a division which demerged to become Nevsky Capital. Over his 7 years at Thames River/Nevsky Capital, Mike was part of the team that grew the Emerging Market equity assets from US$150 million to US$3.5 Billion. In 2001 he moved to F&C, along with the management of the Traditional Funds Emerging Asia and Global Emerging Markets Funds where he was respectively the Manager and Co-Manager. He was additionally appointed Manager of the F&C Asian Alpha Fund in November 2012.
Eric Wong
Director
TCG Capital (SFO)
Eric Wong established TCG in 2003 as an asset management and financial advisory firm focused on investments with superior risk adjusted returns that are uncorrelated to major asset classes and advising family office and corporate clients. TCG’s Celera division was formed in 2012 to consolidate the financial and technology sector business of TCG and its Vauban division has been engaged in real assets financing since 2011.
Prior to TCG, Mr. Wong was involved with his family’s chemicals and electronics interests in Greater China which date back to 1918 in Shanghai, 1950 in Hong Kong and 1970 in Taiwan. He holds an M.S. in Biotechnology from the Kellogg Center for Biotechnology at Northwestern University, a B.A. in Molecular Biology from Pomona College and is FRM certified. Mr. Wong is also registered with the U.S. CFTC as the principal of a CTA/CPO and IB.
Join us for an in-depth talk on investing in China from a variety of backgrounds. Focusing on public markets with an ESG facet, this panel will look at how investors can trade in Chinese equities and choose investments that are in line with their foundational ESG/SRI goals.
A Principal within Eckler’s Investment Consulting practice, Jason joined the firm in 2006. He provides investment strategy advice to a wide range of institutional clients, including DB and DC pension plans, endowment/foundations, single family offices, corporations and non-profit organizations.
In addition to consulting responsibilities, Jason is a member of the Investment Research Steering Committee which oversees investment manager and strategy research.
Jason’s specific area of expertise is alternative investments including infrastructure, real estate and private equity/debt strategies.
An active volunteer within the pension and investment community, Jason has authored several articles and presented on investment strategy at numerous conferences. He is currently a member of the Canadian Investment Review Advisory Board, a volunteer on the CNIB’s National Investment & Pension Committee and a director with the National Ballet School Foundation.
Jason graduated from the University of Western Ontario in 1999 with an Economics degree. He has also earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Darryl Orom
Head of Absolute Return Investments
Alberta Teachers’ Retirement Fund
Darryl Orom is the Head of Absolute Return Investments at Alberta Teachers’ Retirement Fund (“ATRF”). He was responsible for the design and implementation of the Fund’s Absolute Return program in 2014 and leads an investment team focused on managing a policy allocation to liquid alternatives of 10%. In addition, Darryl participates in formulating the overall Fund’s investment strategy and asset allocation as a member of ATRF’s Management Investment Committee, Asset Allocation Committee and Portfolio Allocation committee.
Prior to joining ATRF, Darryl was a Senior Investment Advisor with BMO Nesbitt Burns and later National Bank Financial. In 2007 he joined Alberta Teachers’ Retirement Fund where he was responsible for the Fund’s external manager program until assuming responsibility for ATRF’s Absolute Return investments.
Darryl holds a Bachelor of Commerce degree from the University of Alberta, the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI)
Mike Sell
Portfolio Manager & Head of Asian Equities
Alquity Investment Mangement
Mike joined Alquity as Head of Asian Investments in 2014.
He graduated from the University of Southampton in 1994 with a first class degree in Economics and joined Baring Asset Management. Over the next 8 years he was manager of the Baring Peacock Fund, an open ended investment fund focusing on Indian equities. He also was appointed a Divisional Director of the firm, a member of the Emerging Markets Asset Allocation Committee and the Deputy Manager of the Global Resource Funds.
In 2004 he joined the Emerging Markets team at Thames River Capital as an Asian Fund Manager, a division which demerged to become Nevsky Capital. Over his 7 years at Thames River/Nevsky Capital, Mike was part of the team that grew the Emerging Market equity assets from US$150 million to US$3.5 Billion. In 2001 he moved to F&C, along with the management of the Traditional Funds Emerging Asia and Global Emerging Markets Funds where he was respectively the Manager and Co-Manager. He was additionally appointed Manager of the F&C Asian Alpha Fund in November 2012.
Eric Wong
Director
TCG Capital (SFO)
Eric Wong established TCG in 2003 as an asset management and financial advisory firm focused on investments with superior risk adjusted returns that are uncorrelated to major asset classes and advising family office and corporate clients. TCG’s Celera division was formed in 2012 to consolidate the financial and technology sector business of TCG and its Vauban division has been engaged in real assets financing since 2011.
Prior to TCG, Mr. Wong was involved with his family’s chemicals and electronics interests in Greater China which date back to 1918 in Shanghai, 1950 in Hong Kong and 1970 in Taiwan. He holds an M.S. in Biotechnology from the Kellogg Center for Biotechnology at Northwestern University, a B.A. in Molecular Biology from Pomona College and is FRM certified. Mr. Wong is also registered with the U.S. CFTC as the principal of a CTA/CPO and IB.
SPEAKERS
Gergely Ürmössy
Global Macro & Portfolio Strategist
Alquity
Funke Okubadejo
Director
Actis
Bonnie Lyn de Bartok
Founder
The S-Factor Co.
Laurie Fuller
Venture Partner
Raiven Capital
Gergely Ürmössy
Global Macro & Portfolio Strategist
Alquity
Gergely joined Alquity in 2018 from Erste Bank Hungary, where he spent four years as Chief Economist. He started his career at ING Bank in 2011, as a macroeconomic analyst. Gergely holds a master’s degree in Economic Policy in Global Markets (graduated with distinction) from the Central European University and a master’s degree in Economics (graduated with distinction) from the Corvinus University of Budapest.
Funke Okubadejo
Director
Actis
Funke is an experienced private equity and real estate investor, at Actis since 2007, with a strong track record in key sectors including real estate projects with GAV of >$550m in office, retail and hospitality sectors across Africa. Funke is leading the Actis’s real estate income fund strategy for Africa.
Prior to joining Actis, Funke gained six years private equity experience spanning origination, investment structuring and asset management at African Capital Alliance, a leading Nigerian private equity firm where she also helped to establish its real estate fund.
Funke started her career at Arthur Andersen (Now KPMG Professional Services), is a qualified chartered accountant and holds a Bachelor of Science in Chemical Engineering from the University of Lagos and a Masters in Finance from the London Business School.
With prior her experience in assurance and business advisory, she brings rounded skills to add value at both strategic and operational levels to management and project teams to attain set business objectives. She is also an experienced board director having served on various boards over the past two decades. Funke is also a member of the Actis Macro Forum which is a global grouping that reviews macro trends in emerging economies.
Bonnie Lyn de Bartok
Founder
The S-Factor Co.
Bonnie-Lyn is the Founder and CEO of The S Factor Co., a MacCormick Inc. company. She brings over two decades of Social Impact, International Business, Finance and Technology background to the leadership of MacCormick Inc. and The S Factor Co.
Bonnie Lyn has won several entrepreneurial and technology awards, led the creation of both firms, expanding globally and has worked across 57 countries, and has led the creation of several proprietary products including the MSPI™ and the S Factor™ Solutions.
Her company has developed and is bringing to market, a proprietary algorithm and index that measures corporate social impact against, international standards, public sentiment and financial performance. She is a widely acknowledged expert and much sought after speaker on social impact and risk issues.
A graduate from Saint Mary’s University, in International Development Studies (Development Economics) and International Politics, Marketing, Finance and Micro-computer Technology.
Laurie Fuller
Venture Partner
Raiven Capital
Laurie Fuller is a Venture Partner, Strategic Advisor, Investor and Executive Coach. She is an accomplished leader who enjoys helping entrepreneurs scale by identifying growth capital, developing strategy and implementing operational models. She is skilled in working with entrepreneurs to hire, train, and manage diverse teams to achieve high performance. Currently, Laurie is a Venture Partner at Raiven Capital. Raiven Capital is a Canada-Silicon Valley Series A venture fund that concentrates on investments just before scaling begins. In a previous role in a Silicon Valley tech company, she was responsible for the development and implementation of operational models which enabled global revenue growth from $1.2B to $6.2B during her tenure. Her international work experience includes positions based in North America, Europe, Asia and Africa. She brings a global perspective and builds strong partnerships that transform businesses. She has a Global Executive MBA from TRIUM (NYU/LSE/HEC); MA from Stanford University; and a BS in Decision Science.
Join us for an in-depth talk on investing in China from a variety of backgrounds. Focusing on public markets with an ESG facet, this panel will look at how investors can trade in Chinese equities and choose investments that are in line with their foundational ESG/SRI goals.
In Partnership with IPA
Through advocacy and industry-leading education, the Institute for Portfolio Alternatives (IPA) is committed to expanding access to real assets and creating more opportunities for retail investors to effectively balance their portfolios. The IPA provides national leadership for the Portfolio Diversifying Investments (PDI) industry. We bring together the top asset managers, product distribution partners and industry service providers – new and established – who are dedicated to driving the industry forward through education, innovation and transparency.
A Principal within Eckler’s Investment Consulting practice, Jason joined the firm in 2006. He provides investment strategy advice to a wide range of institutional clients, including DB and DC pension plans, endowment/foundations, single family offices, corporations and non-profit organizations.
In addition to consulting responsibilities, Jason is a member of the Investment Research Steering Committee which oversees investment manager and strategy research.
Jason’s specific area of expertise is alternative investments including infrastructure, real estate and private equity/debt strategies.
An active volunteer within the pension and investment community, Jason has authored several articles and presented on investment strategy at numerous conferences. He is currently a member of the Canadian Investment Review Advisory Board, a volunteer on the CNIB’s National Investment & Pension Committee and a director with the National Ballet School Foundation.
Jason graduated from the University of Western Ontario in 1999 with an Economics degree. He has also earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Darryl Orom
Head of Absolute Return Investments
Alberta Teachers’ Retirement Fund
Darryl Orom is the Head of Absolute Return Investments at Alberta Teachers’ Retirement Fund (“ATRF”). He was responsible for the design and implementation of the Fund’s Absolute Return program in 2014 and leads an investment team focused on managing a policy allocation to liquid alternatives of 10%. In addition, Darryl participates in formulating the overall Fund’s investment strategy and asset allocation as a member of ATRF’s Management Investment Committee, Asset Allocation Committee and Portfolio Allocation committee.
Prior to joining ATRF, Darryl was a Senior Investment Advisor with BMO Nesbitt Burns and later National Bank Financial. In 2007 he joined Alberta Teachers’ Retirement Fund where he was responsible for the Fund’s external manager program until assuming responsibility for ATRF’s Absolute Return investments.
Darryl holds a Bachelor of Commerce degree from the University of Alberta, the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI)
Mike Sell
Portfolio Manager & Head of Asian Equities
Alquity Investment Mangement
Mike joined Alquity as Head of Asian Investments in 2014.
He graduated from the University of Southampton in 1994 with a first class degree in Economics and joined Baring Asset Management. Over the next 8 years he was manager of the Baring Peacock Fund, an open ended investment fund focusing on Indian equities. He also was appointed a Divisional Director of the firm, a member of the Emerging Markets Asset Allocation Committee and the Deputy Manager of the Global Resource Funds.
In 2004 he joined the Emerging Markets team at Thames River Capital as an Asian Fund Manager, a division which demerged to become Nevsky Capital. Over his 7 years at Thames River/Nevsky Capital, Mike was part of the team that grew the Emerging Market equity assets from US$150 million to US$3.5 Billion. In 2001 he moved to F&C, along with the management of the Traditional Funds Emerging Asia and Global Emerging Markets Funds where he was respectively the Manager and Co-Manager. He was additionally appointed Manager of the F&C Asian Alpha Fund in November 2012.
Eric Wong
Director
TCG Capital (SFO)
Eric Wong established TCG in 2003 as an asset management and financial advisory firm focused on investments with superior risk adjusted returns that are uncorrelated to major asset classes and advising family office and corporate clients. TCG’s Celera division was formed in 2012 to consolidate the financial and technology sector business of TCG and its Vauban division has been engaged in real assets financing since 2011.
Prior to TCG, Mr. Wong was involved with his family’s chemicals and electronics interests in Greater China which date back to 1918 in Shanghai, 1950 in Hong Kong and 1970 in Taiwan. He holds an M.S. in Biotechnology from the Kellogg Center for Biotechnology at Northwestern University, a B.A. in Molecular Biology from Pomona College and is FRM certified. Mr. Wong is also registered with the U.S. CFTC as the principal of a CTA/CPO and IB.
CAASA Members
Please contact us and we may be able to accommodate on a best efforts basis for current CAASA members and asset owners.
Event Registration Closed
Non-Members
Complimentary for end-investors. Please contact us and we may be able to accommodate on a best efforts basis for current CAASA members and asset owners.
Join us for an in-depth talk on investing in China from a variety of backgrounds. Focusing on public markets with an ESG facet, this panel will look at how investors can trade in Chinese equities and choose investments that are in line with their foundational ESG/SRI goals.
A Principal within Eckler’s Investment Consulting practice, Jason joined the firm in 2006. He provides investment strategy advice to a wide range of institutional clients, including DB and DC pension plans, endowment/foundations, single family offices, corporations and non-profit organizations.
In addition to consulting responsibilities, Jason is a member of the Investment Research Steering Committee which oversees investment manager and strategy research.
Jason’s specific area of expertise is alternative investments including infrastructure, real estate and private equity/debt strategies.
An active volunteer within the pension and investment community, Jason has authored several articles and presented on investment strategy at numerous conferences. He is currently a member of the Canadian Investment Review Advisory Board, a volunteer on the CNIB’s National Investment & Pension Committee and a director with the National Ballet School Foundation.
Jason graduated from the University of Western Ontario in 1999 with an Economics degree. He has also earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Darryl Orom
Head of Absolute Return Investments
Alberta Teachers’ Retirement Fund
Darryl Orom is the Head of Absolute Return Investments at Alberta Teachers’ Retirement Fund (“ATRF”). He was responsible for the design and implementation of the Fund’s Absolute Return program in 2014 and leads an investment team focused on managing a policy allocation to liquid alternatives of 10%. In addition, Darryl participates in formulating the overall Fund’s investment strategy and asset allocation as a member of ATRF’s Management Investment Committee, Asset Allocation Committee and Portfolio Allocation committee.
Prior to joining ATRF, Darryl was a Senior Investment Advisor with BMO Nesbitt Burns and later National Bank Financial. In 2007 he joined Alberta Teachers’ Retirement Fund where he was responsible for the Fund’s external manager program until assuming responsibility for ATRF’s Absolute Return investments.
Darryl holds a Bachelor of Commerce degree from the University of Alberta, the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI)
Mike Sell
Portfolio Manager & Head of Asian Equities
Alquity Investment Mangement
Mike joined Alquity as Head of Asian Investments in 2014.
He graduated from the University of Southampton in 1994 with a first class degree in Economics and joined Baring Asset Management. Over the next 8 years he was manager of the Baring Peacock Fund, an open ended investment fund focusing on Indian equities. He also was appointed a Divisional Director of the firm, a member of the Emerging Markets Asset Allocation Committee and the Deputy Manager of the Global Resource Funds.
In 2004 he joined the Emerging Markets team at Thames River Capital as an Asian Fund Manager, a division which demerged to become Nevsky Capital. Over his 7 years at Thames River/Nevsky Capital, Mike was part of the team that grew the Emerging Market equity assets from US$150 million to US$3.5 Billion. In 2001 he moved to F&C, along with the management of the Traditional Funds Emerging Asia and Global Emerging Markets Funds where he was respectively the Manager and Co-Manager. He was additionally appointed Manager of the F&C Asian Alpha Fund in November 2012.
Eric Wong
Director
TCG Capital (SFO)
Eric Wong established TCG in 2003 as an asset management and financial advisory firm focused on investments with superior risk adjusted returns that are uncorrelated to major asset classes and advising family office and corporate clients. TCG’s Celera division was formed in 2012 to consolidate the financial and technology sector business of TCG and its Vauban division has been engaged in real assets financing since 2011.
Prior to TCG, Mr. Wong was involved with his family’s chemicals and electronics interests in Greater China which date back to 1918 in Shanghai, 1950 in Hong Kong and 1970 in Taiwan. He holds an M.S. in Biotechnology from the Kellogg Center for Biotechnology at Northwestern University, a B.A. in Molecular Biology from Pomona College and is FRM certified. Mr. Wong is also registered with the U.S. CFTC as the principal of a CTA/CPO and IB.
