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PRMIA Montreal Team
 

PRMIA Montreal Team

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    PRMIA Montreal Team PRMIA Montreal Team Document Transcript

    • PRMIA MONTREAL TEAM BIOGRAPHIES David Streliski, MSc, CFA, Senior Manager, Financial Risk Management, KPMG David is Senior Manager in the Financial Risk Management group of the Advisory Practice of KPMG in Montréal. He has more than twelve years of experience in the development of risk management and reporting systems, in the promulgation of sound risk management practices, and in quantitative modeling. Prior to joining KPMG, Mr. Stréliski was working as the Chief, Research and Risk Management, for an IT company who had developed a front-to-back office system for funds of hedge funds. Before that, Mr. Stréliski worked four years in the financial risk advisory services departments of other major audit firms. Prior to risk advisory positions, he worked on the implementation and calibration of a credit risk and RAROC management system for National Bank of Canada. He also spent four years in the Research and Risk Management team of the Financial Markets department, at the Bank of Canada, where he implemented a market risk management system and produced research in the area of interest rates and exchange rates modeling. Mr. Stréliski is also currently co-regional director for the Montreal chapter and member of the permanent Board of Directors of the Professional Risk Managers International Association (www.prmia.org) since 2002. David holds a B.Comm. in Finance and Economics and a M.Sc. in Applied Economics from HEC Montreal). He is also a Chartered Financial Analyst (CFA). Faruk Patel , CFA, FRM, PRM, Vice President, Risk Management, SSGA Faruk is a Vice President of State Street Global Advisors Ltd. (Canada) and Head of Risk Management. He joined the firm in January 2007 and is focusing on monitoring investment risk of Canadian managed strategies. His previous experience includes senior investment monitoring functions at CIBC Global Asset Management focusing on portfolio risk management and compliance monitoring. Faruk's prior work experience also includes working as a consultant in the Trading & Risk Management practice of Cap Gemini. Faruk completed a Bachelor of Commerce degree with a major in finance from Concordia University in Montreal. Faruk has earned the Chartered Financial Analyst designation and also holds the Financial Risk Manager (FRM) and Professional Risk Manager (PRM) designations. Faruk joined PRMIA Montreal as Co-Regional Director in January 2008 with a particular interest in seeing more risk management events in Montreal for different audiences including the asset management industry. Brian Gelfand, Vice President, Business Development, Montreal Exchange Luc St-Arnault, Executive Director ,Institute de Finance Mathematique de Montreal Luc St-Arnault is the Executive Director of The Institute of Finance Mathematics of Montreal (IFM2) and President of The International Finance Club of Montreal. He has a diversified experience in the financial sector having worked for the CIBC, BNP Canada Inc., National Westminster Bank of Canada (Natwest) and the Quebec’s Department of Finance. He has realized international financial projects principally in Algeria, Côte d’Ivoire, Poland and Morocco. He is also Member of the Assessment Committee of the Fund for Investor Education and the
    • Promotion of Good Governance at the Autorité des marchés financiers. Luc is a member of steering committee of PRMIA Montreal. Peter Lindley, Vice President and Head of Investments, State Street Global Advisors Peter is a Vice President of State Street Global Advisors and Head of Investments for State Street Global Advisors Ltd. (Canada). He joined the firm in August 2005 and was previously a Senior Portfolio Manager in fixed income. Peter has hands-on risk management experience with managing active and passive fixed income mandates, including some complex currency and interest rate derivative products. Prior to joining SSgA, Peter was Vice President and Head of Fixed Income Trading at Desjardins Securities in Montreal. Before that he was a Senior Vice President, Managing Director and Co- Head of Global Markets for Deutsche Bank Canada in Toronto. Prior to that he was a Vice President for CIBC in Toronto. Before moving to Canada, Peter worked in the UK for the Industrial Bank of Japan and Security Pacific. He has been working in the financial services industry since 1986. Peter has a BS in Engineering from the University of Leicester, UK. and a BA in Education from the University of Toronto. Ron Cheshire, MBA, Natixis Capital Partners Ron is a global institutional portfolio manager with a proven track record utilizing both relative and absolute return strategies. Over the past 20 years, he has created and commercialized innovative investment vehicles utilizing both public and private securities catering to the needs of major pension funds and high net worth investors. By organising and acting as both a panellist and a moderator of local and international industry events, Ron shares his expertise regarding the dynamics of the different regions of the publicly listed real estate sector around the world. Recently he helped established the Montreal Risk User Group in order to bring together risk management professionals (academic and practitioners) from the Montreal financial community for bi-monthly presentations to discuss and learn about current issues in risk management. Ron has also been involved with the Kenneth Woods Portfolio Management Program (Concordia University) as mentor and guest speaker since the program’s inception in 2002. He holds an MBA in from Concordia University and a BA in Economics from the Carleton University.
    • Ernest Bastien M. Bastien est responsable de la gestion des risques de la Caisse de dépôt et placement du Québec. À ce titre, il a la responsabilité de structurer et d'encadrer la gestion intégrée des risques. De plus, M. Bastien dirige les équipes de la gestion du risque de marché, gestion des risques de crédit et opérationnels. Ernest Bastien est entré au service de l'entreprise en 1985. Il a d'abord occupé les postes d'économiste et de conseiller aux études économiques. Il est devenu analyste de portefeuille principal à la direction Gestion des taux et des devises en 1989, pour ensuite être nommé gestionnaire. À titre de vice-président associé, Marché obligataire nord-américain, M. Bastien a coordonné les opérations et la gestion de l'ensemble du portefeuille obligataire de CDP Capital – Marchés mondiaux de 1993 à 2002. M. Bastien est détenteur d'un doctorat en économétrie, obtenu en 1987 à l'Université de Montréal. Il a débuté sa carrière en tant qu'assistant de recherche à l'Université de Montréal entre les années 1978 et 1981, puis il a été économiste au Bureau de la statistique du Québec. William (Bill) Bonnell, CFA, PRM, FRM, Vice President Risk Management, National Bank of Canada After 5 years managing a credit trading desk in Montreal, he recently took the position of VP-Risk Management at National Bank of Canada. Bill has spent nearly 15 years in the capital markets with Dean Witter, Bank of Montreal and National Bank of Canada. He has held various senior roles in proprietary trading, credit risk, market risk, and client account management while working in Toronto, London, Dublin, and Montreal. Bill has an International MBA from the Schulich School of Business. He holds the Chartered Financial Analyst designation, as well as the PRM and FRM designations.
    • Serge Doyon, FRM, Directeur exécutif, Intégration et mesure des risques, Mouvement Desjardins Depuis plus de 10 ans, Serge Doyon se veut un ardent promoteur du développement de la gestion intégrée des risques au sein de Desjardins, dont il occupe la fonction de directeur exécutif Intégration et mesure des risques, Mouvement, depuis 2004. Son expérience touche plusieurs aspects de la gestion des risques, notamment la gouvernance en matière de risques, la formation des dirigeants, le développement de modèles de capital économique, de mesures RAROC et la validation de modèles. Il est également un acteur clé dans la mise en oeuvre de l’accord de Bâle II au sein de cette institution financière dont l’actif est de plus de 150 G$. Auparavant, Serge a accumulé dans diverses entités du Mouvement Desjardins une expérience de plus de 15 ans au sein de projets ou de postes de gestion relatifs à la gestion du capital, les acquisitions et restructurations corporatives, la titrisation, l’émission d’actions et la gestion de portefeuille. Ces années lui ont également permis d’occuper des fonctions de gestion dans le domaine des services aux entreprises et de la planification stratégique. Serge détient un baccalauréat en administration (Finance) de l’université de Sherbrooke. Il détient également le titre de Financial Risk Manager (FRM) Valerie Cellier, Senior Manager, Integrated Risk Management, Laurentian Bank of Canada Valerie is Senior Manager - Integrated Risk Management at Laurentian Bank. She joined the Bank in October 2001. Her primary function resides in the monitoring of risks related to Treasury and Capital Markets by maintaining adequate risk policies and measuring the Bank's risk tolerance. Moreover, she's responsible for the Integrated Risk Management Framework and the coordination of the application of Basle II Accord for the Bank. Her previous experiences include working as a Counterparty Risk Analyst at National Bank and as a Hedge Fund Analyst of Northern Trust Global Advisors. Valerie earned her Master of Sciences in finance from the University of Sherbrooke. Valerie is part of the Steering Committee and the Relation Committee. She's intending to participate in organizing the Chapters and the development of an industry contact network. She wishes to create a dynamic risk management community in Montreal by giving the Risk Management professionals the opportunity to share their knowledge and experiences. Jean-Claude Lebel, CFA, FCIA, FSA, FRM, M.Sc Jean-Claude Lebel joined Towers Perrin and the Montreal asset practice as a consultant in February 2008, he specializes in the financial risk management of pension plans. His expertise extends to the development of investment policies and performance monitoring. As a financial professional, Jean-Claude has over 14 years of experience in the asset, actuarial and statistical consulting in the pension and insurance sectors. His work experience includes: - Providing a full range of asset consulting services, including performing financial projections of asset liabilitiy studies for pension plan and Life insurance company; - Mitigating financial and operational risks of an insurance company from underwriting, reserves, financial statement of medical claims, short and long term disability; - Performing governance and risk management of pension plan including the actuarial valuation and actuarial opinion for valuation purposes; - Conduct training of pension committee members and external corporate actuaries on governance and risk management (operational and financial) of pension plan; - Performing complex audit mandates of financial and operational controls with corporate auditors for compliance with policies and applicable regulations; - Being a representative on Pension Income Tax matter at the Canada Customs and Revenue Agency consultation session and on provincial legislation; and, - Applying advanced statistical methods to medical research, design of studies and serves
    • as an expert resource on the on methodology for research reports and papers. - Jean-Claude graduated from the University of Montreal with a bachelor’s degree in mathematics, specialization in Actuarial science and a master’s degree in statistics. He is a CFA charterholder, a Fellow of the Canadian Institute of Actuaries, a Fellow of the Society of Actuaries and holds the Financial Risk Management designation of the Global Association of Risk Professionals. In addition to be a member of the professionals associations in which he hold a designation, he is a member of the Professional Risk Managers’ Association and the Montreal CFA Society. Jean-Philippe Tarte, CFA, FRM Jean-Philippe is a Full Time Lecturer at HEC Montréal. He is teaching more than 12 different courses for Bachelor's degree, MBA, and Master's degree. He participates to create new courses and program, and acts as coordinator for many courses. He initiated and developed different projects related to educational technologic activities and e-learning. Jean-Philippe is involved in many finance organizations and initiated the preparation course project for PRM candidates. He holds a Quantitative Bachelor's degree and a Finance Master's degree. Currently, he is responsible for the finance specialization for the Bachelor's degree. Pierre Gilbert, CFA, FRM, PRM, Senior Analyst, Investment Policy and Research, Bimcor Pierre is Senior Analyst, Investment Policy and Research for Bimcor, where he provides advice and analysis on risk management, absolute return strategies and overall portfolio design. Prior to joining Bimcor in December 2005, Pierre worked at the Department of Finance Canada, most recently as senior project leader in the Financial Markets Division where he assumed responsibilities for the development of debt management strategy. Pierre earned his Masters of Arts in Economics from Laval University, holds the FRM and PRM designations and is a CFA charter holder." Raluca Petrescu, RFP Manager, SSGA Raluca is an RFP Manager at State Street Global Advisors, Ltd. (Canada). She joined the firm in September 2005 and is mainly responsible for requests for proposal for new business initiatives. She also works closely with the Sales and Marketing department as well as Consultant Relations. Prior to joining SSgA, she worked at Export Development Canada in the Market Risk Management department. Preceding that, Raluca gained valuable experience in investment practices and financial analysis through internships during her university studies at ABB Inc, RBC Investments, and Standard Life Investments. Raluca holds a Bachelor of Commerce degree with a Major in Finance and a Minor in Financial Accounting from Concordia University and is currently a Level III candidate for the Chartered Financial Analyst designation. She is a member of the Relations committee with an interest in being the main contact with Concordia University. Raluca would also like to help increase the number of PRMIA Montreal members which will increase the number of people who will be advised of our upcoming PRMIA events. She is one of the co-editors of PRMIA Montreal Newsletter.
    • Ziad Jaber, Corporate Risk Research Analyst, McKinsey & Company Jean-Pierre Khlot Jean-Pierre is an MBA student at HEC Montréal and expects to graduate August 2008. Prior this, he did his training to become a chartered accountant at KPMG in Montréal and then moved to industry at the Fonds de solidarité FTQ in the investment back office. He has completed a Bachelor in Business Administration degree in 2003 and the graduate diploma in accounting in 2004. Jean-Pierre became a CFA charterholder in 2006 and subsequently earned the FRM designation in 2007. Jean-Pierre serves in PRMIA Montréal in the capacity to Treasurer. He volunteers for punctual projects with professional associations, such as grading the CA examination, the CFA Montréal bursary jury and meeting young students to discuss the economic choices of pursuing post- secondary studies. Bruno Lefebvre, CFA, Assistant Manager, Quantitative Analysis, Bruno Lefebvre is Assistant Manager, Quantitative Analysis at CIBC Global Asset Management. He joined CIBC Global Asset Management in July 2003. In his current role, He is responsible for producing and creating various quantitative reports for Fixed income and Equities portfolios. He is also responsible for risk reporting at the firm for Asset mix, Equities and Fixed income strategies and explaining the risk level to the high management of the firm. Also, Bruno is in the committee for evaluating a new Market risk system compared the one presently used. Previously to that role, he was Quantitative Analyst in the same team and before that was responsible for Middle office tasks such as trading programs and compliance for a US portfolio manager. Bruno completed a Master degree in Finance from Université de Sherbrooke in 2000 and earned the CFA designation. Bruno is interested in contributing to the Events committee focusing on the buy side and market risk only. He sees the importance of sharing the knowledge we have on market risk, how we measure risk, what are the new trends in risk management and what is the future of risk management. Ninva Eyyi, Operations Associate, SSGA Ninva is an Operations Associate at State Street Global Advisors. She joined the firm in September 2007 and is mainly responsible for day to day operations of mutual funds. Her previous experience includes personal banking at Scotiabank and research assistance at Small Business Centre of John Molson School of Business. Ninva completed a Bachelor of Commerce with a major in Finance and is currently a Level II candidate for the Chartered Financial Analyst designation. Ninva is contributing to PRMIA by being a member of the Events committee and was formerly a co-editor of the newsletter. Sandrine Laskar, MSc, Risk Management and Research, PRESIMA Sandrine is a risk management analyst at Presima. She joined the firm in October 2007 after completing a summer internship as a financial analyst in a middle office at La Caisse de Dépôt et Placement du Québec. Sandrine is finalizing her Masters degree (M.Sc.) in Financial Mathematics, at UQAM, at this time.
    • She assisted her directors in their research especially in the study of copulas and their application in risk management. Sandrine completed a Bachelor (B.Sc.) in Mathematics specialized in Actuarial science at University of Montreal. Also, she’s an eventual FRM or PRM candidate. Sandrine wishes to be part of Events committee with a particular interest in research and the progresses and new releases in risk management. She also wishes to participate in the Relations committee and intends to contribute with her contacts with university professors. She’s also very familiar with the university/academic and research sector. She wants to bring in new ideas and different topics in which the risk management environment should progress and evolve. She would like to contact professors/researchers for potential chapter meetings. She can participate in publishing articles as well. Edgar Vergara, Investment Analyst, Stanton Asset Management Edgar is an Investment Analyst at Stanton Asset Management Inc. He joined the firm in August 2008 where his responsibilities include investment evaluation, selection, and monitoring as well as fund valuation and reporting. Prior to joining Stanton, he worked at State Street Global Advisors (SSgA) as an Operations Associate in the Fixed Income group. Edgar also gained valuable experience working at BMO Investorline, Bank of Montreal’s discount brokerage arm. Edgar holds a Bachelor of Commerce degree with a Major in Finance and a Minor in Marketing from Concordia University and is currently a Level II candidate for the Chartered Financial Analyst designation. Edgar is interested in being part of the events committee. He would like to focus on Asset Management, particularly market and investment risk. He is also co-editor of the monthly PRMIA Montreal newsletter. Sain Godil, Student, John Molson School of Business (Concordia University) Sain is currently pursuing a Finance degree at the John Molson School of Business (JMSB) and is a member of the JMSB co-op program. At JMSB he currently serves as the Vice-President of Marketing for both the Finance and Investments Students' Association and the John Molson Investment Society. Sain’s prior experiences include working as an Asset Manager and Team Manager for ICICI Bank in India, where he was responsible for 2 regions in his province as well as been involved in other entrepreneurial ventures in India. Jean-Pierre Khlot, Analyst – Strategic Partnerships, Caisse de dépôt et placement du Québec Jean-Pierre is an Analyst, Strategic Partnerships in the fund of hedge funds group of the Caisse de dépôt et placement du Québec. As part of his role, he closely monitors the hedge fund industry and researches partners for emerging strategies in hedge funds. Jean-Pierre became a chartered accountant (CA) and a CFA charterholder in 2006 and subsequently earned the FRM designation in 2007. In 2008, Jean-Pierre completed an MBA with a focus on economics (monetary policy, regulated markets, energy sector, sustainable development), international strategy (global marketing, business strategies in emerging markets, visit to China) and negotiation/mediation. Jean-Pierre serves in PRMIA Montréal in the capacity to Treasurer.
    • Charles Azrak Charles holds a Bachelor of Commerce in Finance from Concordia University. He is currently working towards completing the 'Chartered Financial Analyst', and 'Financial Risk Manager' designations.Charles did his first internship as a Test Analyst at CIBC Wealth Management Technologies in Toronto and his second internship at Merrill Lynch as a Financial Analyst in Dubai. Charles is part of the PRMIA events committee. Pierre-Yves Châtillon Pierre-Yves Châtillon practices mainly in the areas of corporate, commercial and securities law with a special emphasis on private financing, as well as business mergers, acquisitions and sales. Specializes also in the organization, restructuring and distribution of private and public investment funds. Where investment funds are concerned, he has been involved in the start-up, renewal, pooling and termination of funds, in particular, on behalf of publicand private fund families. He has also dealt with issues relating, among other things, to the acquisition and disposition of fund families and their managers, funds of funds, the use of derivatives in alternative products and networking. In addition, he represents clients on registration matters and compliance as dealers or advisors. He has commented on policy initiatives in the investment funds area and assisted the Canadian securities authorities in drafting their funds on funds regime. Currently sits on the Operational Steering Committee of the Québec Investment Funds Council. Pierre-Yves Châtillon has given several lectures on public financing, investment funds in general and compliance by registered dealers and advisors.