Buy-Side Roundtable: Illiquid Assets - Risks and Valuations
PRMIA Montreal and CAIA present a Buy-Side RoundTable to discuss the Illiquid Assets: Risks and Valuations.
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Agenda Speakers
Date:
November 5, 2018
Time:
11:45 a.m. - 1:45 p.m.
Location:
KPMG Montreal
600 Maisonneuve Blvd West, 17th Floor
Montreal, Quebec H3A 0A3
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11:45 a.m. - 12:30 p.m.
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Registration and Networking-Lunch
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12:30 p.m. - 1:45 p.m.
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Presentations and Panel of Discussion
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Our speakers will provide you with answers to issues such as:
- Methodologies used to measure and control risk in various private market asset classes
- Best practices when approaching valuation risk, liquidity risk, leverage and benchmarking and controlling for factors or other hidden exposures in a private market portfolio
- How risk professionals identify portfolio-level and/or investment-level risks and communicate them to the private market investment team
- Any system/software support used to aid in the above process
- Challenges and limitations when assessing risk and rolling them up to the portfolio-level (esp. when combined with public markets)
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Speakers
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Bio |
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Samir Ben Tekaya, Vice-President and Head of Investment Risk,British Columbia Investment (BCI)
Samir mandate consists of developing an investment risk management framework for BCI to ensure an independent risk oversight that gives assurance to BCI executive management, clients and Board and to support and advice the BCI asset classes to take informed investment decisions.
Samir has over 15 years of experience in Investment Risk Management in both banking and pension management industries. Before joining bcIMC in June 2016, Samir was a Director, Portfolios Valuations at Caisse de Dépôt et Placement du Québec (CDPQ) and has also served as a Director, Fixed Income and Asset Allocation Risk Management at CDPQ. Samir also held market and credit risk management positions with Banks in Canada.
Samir holds a Master degree in Financial Engineering and a Master degree in Applied Economics from the École des hautes études commerciales (HEC) in Montreal and holds an Engineering degree in Statistics from INSEA in Morocco.
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Jon McKeown, Director, Portfolio Solutions at Northleaf Capital Partners
Jon leads Northleaf’s Portfolio Solutions function, which is focused on new product development and portfolio analytics to support the ongoing management of Northleaf funds and mandates.
Prior to joining Northleaf in 2016, Jon was Managing Director, Global Head of Strategy, Risk and Analytics at Värde, a global $12 billion alternative asset manager with offices in Minneapolis, London and Singapore. Previously, Jon was a Principal with Bain & Company where he focused on alternative investments and asset management. Jon began his career with HSBC and PricewaterhouseCoopers in capital markets and audit roles.
Jon received an MBA (Dean’s List) from the Rotman School of Management, University of Toronto and a B.Sc (International Management) from the University of Manchester.
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Gregory Doyle, Vice President, Pension Fund Investments at Kruger Inc.
Kruger Inc. is a major pulp and paper manufacturer based in Montreal with operations around the world. Greg Doyle is Vice President, Pension Fund Investment at Kruger Inc. where he directs the investment activities for the sixteen underlying pension plans.
Prior to joining Kruger Greg Doyle was an assistant portfolio manager at La Caisse de Depot et Placement de Quebec. He started his career in London where he worked at various investment banks.
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| This Event Is Co-Hosted By: |
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| Thank You To Our Sponsor |
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Sustaining Members - FREE
Contributing Members - US $20
Non-Members - US $45
At the door CA $60 (cash only)
To Register: Click "Register Myself" below to reserve your spot. Make sure to click "Proceed to Checkout" to finalize your registration.