Tom Reimer serves as the Director of Institutional Sales for the SEI Global Institutional Group in Toronto, Ontario. His team is responsible for business development within the Canadian market and management and implementation of SEI’s delegated investment solutions (OCIO) for defined benefit, defined contribution, endowment, foundation, multiemployer and not for profit clients.
Following five years with the Calgary Stampeders of the Canadian Football League, Tom started his career in the investment industry with Merrill Lynch as a Financial Advisor and Investment Manager, followed by senior management and business development roles for AGF Asset Management Asia and Brandes Investment Partners.
Tom earned his Bachelor of Education (Honours) in Psychology and Business from The University of British Columbia and holds the Chartered Investment Manager (CIM) designation.
Todd joined ATB Financial in May 2007 as its Chief Economist. As the bank’s top economic expert, he tracks and analyzes developments in Alberta’s and North America’s economy. Todd spends most of his time crisscrossing the province, sharing these economic insights at over 150 presentations a year.
Todd provides economic commentary for CBC, CTV, The Globe and Mail, The Business News Network and the BBC and other local, national and international news outlets. In 2011, he was recognized as one of Alberta’s 50 Most Influential People by Alberta Venture magazine.
He received his BA Honours in Economics from the University of Alberta and an MA in Economics from the University of Calgary. Since completing his education in 1993, he has held a series of economist positions at a variety of for-profit and public sector organizations, including the Canada West Foundation, the Canadian Pacific Railway and the Bank of Canada. For almost a decade, Todd taught economics at the U of C.
Todd’s been recognized as one of Alberta’s 50 Most Influential People by Alberta Venture magazine, and was recently honoured by the federal government with the Diamond Jubilee Medal. In 2014 he was appointed to the Alberta Economic Development Authority, and to the Board of Governors of the University of Calgary.
Adam leads the Capital Advisory practice as well as the day-to-day operations of the MaRS Centre for Impact Investing. Adam has spent most of his career in the social impact field in Canada.
Since 2009, Adam has been contributing to national and international market development initiatives in the field of impact investment. Adam was behind the scenes of the Canadian Task Force on Social Finance in 2010, helped create the Centre for Impact Investment at MaRS in 2011, and has supported several non-profit organizations with non-traditional financing arrangements throughout his current tenure at MaRS.
Prior to joining MaRS, Adam was a consultant for PricewaterhouseCoopers, specializing in nonprofit performance management as well as Aboriginal community investment.
Adam is an advisor to several Canadian nonprofit organizations and foundations on issues of enterprise and funding. He is also an advisor to the Calouste Gulbankian Foundation in Portugal and their impact investment initiative at the Social Entrepreneurship Institute. Adam is a recognized leader on topics of social finance and emerging models like Social Impact Bonds. He holds a degree in Economics from the University of British Columbia.
Jennifer Johnstone is President & CEO of Central City Foundation, an organization that has been working to improve the lives of neighbours in need in Vancouver’s inner city since 1907. In the past 25 years, her career in non-profit management and community resource development has included key leadership positions with Vancity Community Foundation, Battered Women’s Support Services, Vancouver Status of Women, and Ballet British Columbia. She has also maintained a successful private consulting practice in fundraising and organizational development and is an instructor in the Fundraising Certificate Program at BCIT. An in-demand speaker about non-profit management, social purpose real estate, organizational innovation and inner-city issues, Jennifer is also a leader in the business community for her continued mentorship of women and youth. Jennifer remains passionately committed to social justice and community investment and currently serves as a Board member with a number of local organizations and is the President of the Association of Fundraising Professionals Vancouver Chapter.
Eugene Lee is the Vice President of Investments and newest member of the executive team at Vancouver Foundation – one of Canada’s largest community foundations which has granted in excess of $1 billion since its inception in 1943.
Eugene has 20 years of investment experience working with pensions, endowments, foundations and First Nations settlement trusts.
Eugene started his career at SEI Investments in the late 1990’s and spent 14 years at RBC Investor and Treasury Services in the area of risk and investment analytics. Prior to joining Vancouver Foundation, Eugene was an Investment Consultant at PBI Actuarial Consultants working closely with various plan sponsors in developing investment policies and governance guidelines as well as manager research, performance monitoring and strategic asset mix analysis.
Eugene received his Chartered Financial Analyst (CFA) designation in 2002 and is a graduate from the University of British Columbia Sauder School of Business.
Various Board Director appointments. Graduate of the Institute of Corporate Directors Not-for-Profit certificate program in 2013. Adviser and consultant on business financial matters following retirement after 21 years as Simon Fraser University (SFU) Treasurer. Assisted Chartwell Asset Management marketing alternative investments. Former financial advisor to Hockey.com acquisition project.
· Managed $230 million SFU Endowment Fund policies and procedures
· Governance and compliance monitoring of16 SFU investment consultants
· Fiduciary trustee 21+ years for SFU Academic Pension Plan
· Financed SFU private placement $150 million 40 year debenture issue
· Member Oversight Committee SFU MBA Wealth Management program
· Managed in-house SFU $100 million bond and $25 million equity portfolios
West Vancouver Community Foundation Director- 2014 –to date; Member of
Fund Development, Investment and Finance Committees
Simon Fraser University Retirees Association – President/Chair - 2014-16
West Vancouver Municipality - Community Grants Committee - 2013 to date
Colleges and Universities Retirees Association of Canada – Treasurer–2014 to date
B. C. Dance Foundation Board - 2005-06
Burnaby Board of Trade - Finance Committee - 2003-06
Board of Residential Strata Council Member - 1997-2001
Candidate for West Vancouver School Trustee, placed 6th of 8-November 2014
North Shore Municipal Reunification Review Committee August-October 2014
West Vancouver Citizens for Good Government – August-October 2014
Deep Cove North Vancouver Scouts Committee - Chair/Treasurer 1991-2000
Member of Vancouver Big Brothers – 1977 to 1979
William is the Executive Director, University Relations and Chief Advancement Officer at Vancouver Island University. In addition he serves as the Executive Director of the Vancouver Island University Foundation. Under his leadership the VIU Foundation has doubled endowed funds and annual giving over the last five years, while at the same time tripled scholarships over the last three years.
Previously he held the position of Director, Advancement at Parkland College in Saskatchewan, leading the International, Marketing, and Fund Development departments including the first ever Capital Campaign for a Trades and Technology Centre.
William holds an Honours degree in International Business from Carleton University, a graduate certificate in International Development from University of British Columbia and a Master’s degree in Project Management from the University of Liverpool. William’s graduate thesis focused on the critical success factors for small colleges to engage in entrepreneurial activities as a source of institutional revenue and community economic growth.
He has lived and worked in New Brunswick, Ontario, British Columbia, Ecuador, Peru, and Brazil.
Adam Hornung is an Associate Director, Investment Strategy for Russell Investments Canada Limited (RICL) institutional business. Adam is a client portfolio manager to RICL’s fiduciary solutions clients and provides consulting advice on all aspects of investment programs including governance, strategy, investment policy, asset class structure and implementation.
With over a decade of experience, Adam is responsible for supporting clients on all aspects of their investment programs including governance, strategy, investment policy, asset class structure, manager selection, and investment implementation.
Prior to joining RICL in 2012, Adam was manager of the Treasury department at M.R.S. Trust Company, where he was responsible for corporate wide investment and risk management initiatives. As the primary investment manager of the corporate securities portfolio he focused on assessing and reporting on corporate wide risk, including credit, capital, liquidity, and interest rate risks. In this role, Adam also provided guidance in assessing new business initiatives as they relate to asset and liability management, and overall corporate risk management.
Adam has received an MBA from the Schulich School of Business at York University with concentrations in strategy and investment management.
Mr. Hawk is a former military veteran and former Los Angeles County Probation Department employee of 13 years. As a licensed insurance and retirement agent of 25 years, Mr. Hawk founded the Small Business & Retirement Plans Foundation in 2006, to facilitate financial literacy and business empowerment work-shops for disadvantaged youths and young adults.
The foundation’s mission is - to close and bridge the financial and educational gaps that trouble many people with respect to retirement planning and business opportunities. Our immediate and long term goals, are to empower teenagers, young adults, small business owners (ages 16-55), through community outreach work- shops and campaigns - to have better understanding, confidence and decision making results.
In addition to being a licensed financial consultant of 25 years (and previously licensed in 16 states), Mr. Hawk was also a licensed California Notary Public (2006-2010), California Real Estate Agent: And, has self -published eight self-help financial books, such as - The Secrets of Retirement planning, Secrets of
Tax-deferred income, Secrets of the Insurance industry, Women’s Retirement / Insurance planning- just to name a few.
Mr. Hawk has personally worked with over 25 fortune 500 companies including county and municipal government workers: And, personally has met with over 5,000 employees, 1 on 1, face to face during their open enrollment benefit seasons; helping employees better understand their health, disability and retirement benefit options.
For more affluent individuals and business owners, Mr. Hawk is available to introduce you to the world of advanced financial planning and Tax-Exempt Income & Estate plans; that have now been recognized and available via U.S. Tax agency regulations – for over 6o years: With many benefits being available to both American and International citizens.
Mr. Hawk’s motto is simple: Tax-Deferred, Tax-Exempt & Tax-Free income may be available to many.
Kendra Kaake is a Director, Client Strategy & Research for Russell Investments in the Canadian institutional investment strategy group. Kendra has responsibility for the completion of all strategic reviews and risk-budgeting exercises for advisory and outsourced clients, as well as prospects. Within that responsibility, Kendra oversees the examination of pension plans and non-profit organizations and helps clients reach an effective asset allocation decision by bringing together liabilities, spending needs and available asset classes in a risk-reward framework.
As part of the strategic review process, Kendra helps to educate clients as to the impact of: current pension and non-profit industry regulations and trends, liability-driven investing, the diversification of return-seeking assets, and how these issues can help better position organizations to have a favorable impact on both beneficiaries and sponsors.
Kendra is a frequent contributor to the thought leadership publications produced at Russell Investments. Her recent works include: “Enterprise Risk in Canada”, “Reshaping the Canadian Retirement System”, “The Effect of a Term Premium in a Rising Rate Environment”, “A Forward-looking Approach to Strategic Currency Hedging”, and “Understanding the Effects of Spending Policies”. Kendra is also a featured speaker at the firm’s hosted and industry conferences.
Prior to joining Russell Investments in 2010, Kendra worked in the Towers Watson actuarial practice (Canada, Australia and the U.S.) for nine years.
Robert Walker is the Vice President of Environmental, Social, and Governance (ESG) Services for NEI Investments. NEI manages Canada’s largest responsible investment mutual fund family.
Robert leads an 8-person team responsible for implementing NEI’s Responsible Investing Program, a set of activities designed to contribute to the creation of long term sustainable value for all stakeholders.
Robert has 25 years of experience developing responsible investment in Canada. He currently serves on the board of directors of the International Institute for Sustainable Development (IISD), a top 10 global environmental think tank, and the International Corporate Governance Network (ICGN), an investor network created to advance effective corporate governance practices worldwide. Robert is also a Governance Fellow of the National Association of Corporate Directors.
Jafer Naqvi is Greystone’s Vice-President for Fixed Income and Multi-Asset solutions. Jafer joined Greystone in its Toronto office in 2012. His internal responsibilities include serving as a member of the Fixed Income team, Asset Strategy, Client Strategy and the Marketing Leadership Team in which he acts as the primary liaison between Marketing and the investment teams. Externally, he has marketing, client service and research responsibilities, working with clients and the investment/consulting community to ensure they are well informed regarding Greystone’s fixed income and multi-asset capabilities.
Jafer has over 10 years of industry experience working in fixed income, multi-asset consulting and investment solutions development. Prior to joining Greystone, Jafer was Vice-President, Product Specialist, with Pacific Investment Management Company (PIMCO) where he was responsible for Canadian product management. Prior to that, he was an Investment Analyst and later a Manager Research Consultant with Hewitt Associates (now Aon Hewitt).
Jafer holds a Bachelor of Business Administration Degree (Honours) from Wilfrid Laurier University and is a CFA charterholder.
Jessica J. Huang, CFA, Vice President, is a member of the BlackRock Impact team and works closely with the firm's global investment teams across equity, fixed income and alternatives to develop scalable, innovative investment solutions that address clients' financial objectives alongside their social or environmental objectives.
Previously, Ms. Huang was a member of the iShares Product Strategy & Consulting team focusing on new product research and delivering product expertise to global iShares clients and partners. Prior to joining BlackRock in 2013, she worked as a Senior Product Manager for Invesco, where she covered the Emerging Markets Debt and High Yield strategies. Prior to that, she was an Associate Product Manager and Analyst at Morgan Stanley Investment Management supporting various active strategies across asset classes.
Ms. Huang earned a BSE in mechanical engineering from the Massachusetts Institute of Technology. She has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of New York.
Brodie has held leadership positions in the environmental technology sector, with not-for-profit organizations, and in government. Before joining Coast Funds, Brodie worked with the World Bank and other multilateral development banks on behalf of the Province of BC. With Northern Development Initiative Trust (a $250 million fund), Brodie co-invested with Coast Funds while diversifying local economies in response to the climate change-related devastation of BC’s forests by the Mountain Pine Beetle. Prior to focusing on rural and Indigenous community development, Brodie worked with the US EPA and Fortune 500 companies while directing marketing for a water treatment and groundwater remediation technology company that protected and restored oceans, lakes, rivers and aquifers.
Philip Falls is a Senior Investment Consultant and the Leader of PBI Actuarial Consultants’ Investment Practice. He has over 30 years of pension and investment industry experience. Prior to joining PBI, he was Head of Investments for several Canadian corporations and trusts he advised and made investment decisions for pension plans as well as for endowment trusts and insurance funds with a variety of customized investment and risk mandates. Philip was twice the recipient of Canada’s Top 25 Most Influential Plan Sponsors awards (presented by Benefits Canada magazine) based on leadership, innovation and impact in the investment industry.
Philip currently works with pension plans, endowment trusts, and other trust funds across Canada. He is responsible for designing and implementing investment and risk management solutions dealing with plan asset and liability issues.
Philip has an MBA in Finance from the University of Western Ontario and holds both the Chartered Financial Analyst (CFA) and the Institute of Corporate Directors (ICD.D) designations. He is currently a part-time finance instructor with the British Columbia Institute of Technology (BCIT).