Join us in Toronto for our Institutional Investor Roundtable, where you'll have the chance to listen to and connect with industry leaders as they share their insights on the latest topics of interest.
The Roundtable is part of a full day of activities in Toronto, please check our main events page for other sessions you can sign up to.
Agenda:
Governance and delegation model
Impact of global context, capital and liquidity situation
Understanding stakeholder expectations, needs, pressures and perceptions - how to manage?
How to continue to innovate the investment model?
Chief Operating Officer, UC Investments
15:00: The SBAI Ideas Exchange:
Small group discussions on top-of-mind issues and opportunities curated by members of the SBAI to spark ideas, exchange information, and develop solutions for building a strong relationship between managers and allocators.
15:50: Break
Executive Vice President & Global Head of Public Markets, British Columbia Investments (BCI)
17:10: Closing Remarks
SBAI Incoming Chair; CEO, Martlet Asset Management
Jane is Chief Executive Officer of Martlet Asset Management responsible for firm strategy, organization and performance. Martlet is based in Newport Beach, CA and was founded in July 2018. The firm’s strategies include alternative risk premia and developing liquid strategies with a focus on fixed income.
Prior to this, Ms. Buchan co-founded and led Pacific Alternative Asset Management Company (PAAMCO), a Fund of Hedge Funds focused on institutional investors for 18 years. Under her leadership first as CEO of PAAMCO and then co-CEO of PAAMCO Prisma, the firm grew to $32 billion AUM placing it third globally in the league tables by the time of her retirement in July 2018 (HFM InvestHedge Billion Dollar Club).
Jane began her career at J.P. Morgan Investment Management in the Capital Markets Group where she was trained in quantitative fixed income portfolio management. She has been an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth. She recently served as chairwoman of the board for the Chartered Alternative Investment Analyst Association (CAIA) and is a member of the Advisory Board for the Master of Financial Engineering Program at UCLA Anderson School of Management.
Jane holds both a PhD and an MA in Business Economics (Finance) from Harvard University. She earned a BA in Economics from Yale University. Jane has thirty-three years of experience in investment management and portfolio construction with institutional investors.
Executive Director, SBAI
Thomas Deinet was appointed Executive Director of the SBAI (previously known as the HFSB) in 2008. In 2007, Thomas joined the working group to project manage the development of practice standards proposed by 14 leading international alternative investment managers that led to the establishment of the SBAI.
Prior to joining the SBAI, he was a senior manager at Oliver Wyman, where he extensively worked with major financial institutions in Europe covering asset management as well as corporate and investment banking. Thomas also worked as an analyst in energy trading for a major commodities trading firm.
Thomas is a graduate of the University of Karlsruhe, Germany, with a major in industrial engineering and holds an MSc from Purdue University, USA. Thomas is a CFA charterholder.
Chief Strategy Officer , Ontario Teachers’ Pension Plan
Jonathan Hausman is the Chief Strategy Officer at Ontario Teachers’. In this role, he oversees strategy development and implementation across Ontario Teachers’, leading a cross-organizational approach to advancing the strategic objectives of the Plan. He oversees Sustainable Investing and the Global Investment Strategy (GIS) department, which develops conviction on strategic responses to emerging global themes and develops and cultivates crucial investment relationships for the Fund worldwide.
Jonathan is a member of the Investments Leadership Team and Global Investment Committee. Previously, he was the head of Alternative Investments and Global Tactical Asset Allocation, where he was responsible for the Fund's global hedge fund portfolio, as well as its internal global macro and systematic trading strategies.
Prior to joining Ontario Teachers', Jonathan was Executive Director at Goldman Sachs, where he managed sovereign risk strategy and advised governments in its New York, Hong Kong and London offices. He is the Chair of the Canadian Council for the Americas and is a Senior Fellow at the Munk School of Global Affairs at the University of Toronto, where he was founding Co-Chair and lectured on global political economy for over a decade. He also serves on the board of Capitalize for Kids. Before entering investment banking, Jonathan worked as Special Assistant to the Premier of Ontario.
Jonathan 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 the ICD.D certification from the Institute of Corporate Directors.
Sr MD & Chief Risk Officer, CPP Investments
As Chief Risk Officer, Priti leads the global risk management functions. This includes oversight of the Fund’s long-term strategy to incorporate risk perspectives into all investment processes to improve decision making. This also includes identifying and implementing critical research, standards and policies related to investment, climate, market, credit, enterprise, liquidity & leverage, and operational risks. She is the Chair of the Inclusion and Diversity Leadership Council.
Before this appointment she led the Capital Markets and Factor Investing department, which is invested globally across public equities, fixed income securities, currencies, commodities and derivatives. She was also previously Managing Director and Head of External Portfolio Management, responsible for managing a global portfolio of externally managed funds that complement and enhance the internal public market investment programs.
Prior to joining CPP Investments in 2008, Priti worked for over eight years in the financial services and telecommunication industries.
Priti holds an MBA from the Rotman School of Management of the University of Toronto and an MS in Physics from the University of Waterloo.
She currently serves on the Board of Trustees for the Standards Board for Alternative Investments.
Founder & CEO, Bodhi Research group
Dr. Ranjan Bhaduri is the Founder & CEO of Bodhi Research Group, an advisory and consulting firm dedicated to research and education in the investment industry. Under Dr. Bhaduri's leadership, Bodhi Research Group has served clients on five continents and worked with over a dozen pension funds.
Dr. Bhaduri is a leading voice and recognized authority in shaping the best practices of the alternative investments industry. Dr. Bhaduri has 25 years of experience in manager research, portfolio construction, due diligence, structuring, and implementing managed account solutions. At Morgan Stanley, Dr. Bhaduri performed due diligence and played a crucial role in developing customized portfolios of alternative investments. He also served in an advisory capacity at the East-West Center, an American think tank focused on U.S.-Asia-Pacific relations.
Dr. Bhaduri has been a featured speaker at both industry conferences and prestigious educational institutions, educating both entrants and seasoned professionals in the field. He has addressed diverse topics ranging from entrepreneurship strategies to advanced portfolio and risk management techniques. Dr. Bhaduri's academic contributions extend to publishing papers on a variety of topics including liquidity, portfolio construction, managed account platforms, hedge fund strategies, and risk management in esteemed publications.
Dr. Bhaduri holds both the CFA and CAIA charters. Previously, he served on the All About Alpha Editorial Board and held roles such as Executive of the CAIA Chicago Chapter and currently serves as Executive of the CAIA Toronto Chapter. He has also contributed to AIMA Canada as a Board Member, co-chair of the Managed Futures Committee, and member of the Global Research Committee. Dr. Bhaduri has demonstrated a strong track record of leadership and mentorship. Several of his former analysts and interns have achieved notable success, securing positions at renowned organizations.
Executive Director, SBAI
Thomas Deinet was appointed Executive Director of the SBAI (previously known as the HFSB) in 2008. In 2007, Thomas joined the working group to project manage the development of practice standards proposed by 14 leading international alternative investment managers that led to the establishment of the SBAI.
Prior to joining the SBAI, he was a senior manager at Oliver Wyman, where he extensively worked with major financial institutions in Europe covering asset management as well as corporate and investment banking. Thomas also worked as an analyst in energy trading for a major commodities trading firm.
Thomas is a graduate of the University of Karlsruhe, Germany, with a major in industrial engineering and holds an MSc from Purdue University, USA. Thomas is a CFA charterholder.
Executive Vice President & Global Head of Public Markets, British Columbia Investments (BCI)
Daniel Garant joined BCI in September 2017. He is responsible for managing a diverse, global portfolio of investments, which combines index and active management strategies in equities, fixed income, derivatives, currencies, credit, and absolute return strategies that integrate environmental, social, and governance factors into investment analysis and decision-making. With $250.4 billion of gross managed assets as of March 31, 2024, BCI is one of Canada’s largest institutional investors within the global capital markets.
Daniel has over 30 years of experience in the investment management industry. Before joining BCI, he was the Executive Vice President and Chief Investment Officer at the Public Sector Pension Investment Board (PSPIB) for two years. Prior to that, he served as their Senior Vice President, Public Markets Investments from 2008–2015. In years previous, Daniel held several business development and portfolio management positions, each with increasing responsibility, at Hydro-Québec. He was their Executive Vice President of Finance and Chief Financial Officer, as well as the Chief Executive Officer of Hydro-Québec International.
Daniel holds a bachelor of arts in finance from Universite Laval Quebec and is a CFA® charterholder. He serves on the QuadReal and Hayfin boards of directors and has served as Director on the boards of both public and private companies.
Vice President and CIO, The Rockefeller University
Paula Volent is Vice President and Chief Investment Officer at The Rockefeller University, the world’s leading biomedical research university. Prior to joining The Rockefeller University in August 2021. Ms. Volent served as Chief Investment Officer and Senior Vice President at Bowdoin College, a private, residential college in Brunswick, Maine. At Bowdoin, where she was responsible for the oversight and management of the College’s endowment. Prior to joining Bowdoin in July 2000, Ms. Volent was a Senior Associate at the Yale Investments Office.
Ms. Volent has a BA from the University of New Hampshire; a Master’s Degree in Art History from the Institute of Fine Arts at New York University; a Certificate in Conservation from the Conservation Center at NYU, with a specialization in the conservation of works of art on paper; and an MBA from the Yale School of Management. Prior to focusing on endowment management, Paula worked as a paper conservator at the New-York Historical Society, the San Francisco Palace of Fine Arts, the LA County Museum of Art, and the National Gallery of Art in Washington DC. She also ran a private paper conservation studio in Los Angeles, California.
She serves on the Board of Directors of MSCI, Inc.; the Board of Directors of 1st Dibs; a member of the Investment Committee of the Pritzker Family Foundation, a member of the Advisory Board of Girls Who Invest, a Trustee of the Skowhegan School of Art and Painting, and an Investment Committee Member of the Rockefeller Foundation. She is also Vice Chair of the Yale School of Management Advisory Board, a member of the Milken Institute’s Global Markets Advisory Council, a member of the Advisory Board of the Private Capital Research Institute and a member of the National Gallery of Art Investment Subcommittee. In 2020 Barron’s named Ms. Volent as one of the “100 most influential women in U.S. Finance.