Speaker Directory: Rotman ICPM Discussion Forum June 2-3-4, 2014

Rotman ICPM Discussion Forum
June 2-3-4, 2014
SPEAKER DIRECTORY
At May 13, 2014
, 20142014,
Event Information
+1 416.925.4153 Rotman ICPM
+1 416.803.6616 Ann Henhoeffer cell
+1 647.270.5888 Karen Clarke cell
Hotel On Your Own

A preferred hotel will not be arranged by ICPM
To view hotels near the conference location
www.oecd/site/conferencecente/hotelsclosttooecd.htm
Rotman ICPM Discussion Forum June 2014 Speaker Directory
Conference Address
OECD Conference Centre
2, rue Andr Pascal
75775 Paris Cedex 16
Paris France
Page 1
Keith Ambachtsheer
Rotman ICPM (Canada)
Phone:
Email:
+1.416.925.4153
keith@kpa-advisory.com
Director Emeritus
Keith Ambachtsheer is Director Emeritus of the Rotman International Centre for
Pension Management (ICPM), an Adjunct Professor of Finance, Academic
Director of the Rotman-ICPM Board Effectiveness Program, and Publisher and
Editor of the Rotman International Journal of Pension Management. His firm,
KPA Advisory Services Ltd., has provided advice to governments, industry
associations, pension-plan sponsors, foundations and other institutional
investors since 1985. He is the co-founder of CEM Benchmarking Inc. which
monitors the performance of 300 pensions worldwide. Keith has authored three
books on pension management and has received numerous industry awards.
Pablo Antolin-Nicolas
Organisation for Economic

Co-Operation and
Development (FRANCE)
Phone:
Email:
+33.1.45.24.90.86
pablo.antolin@oecd.org
Economist
Pablo Antolin is Principal Economist and Head of the Private Pension Unit of the
OECD Financial Affairs Division. He manages the research and policy programme
of the Working Party on Private Pensions, a body that brings together
policymakers, regulators and the private sector of almost 40 countries around
the world. His work covers issues related to the operation and regulation of
funded retirement income systems. In the past, he has worked on the impact of
ageing populations on the economy and on public finances. He has produced
several studies examining options available to reform pension systems in several
OECD countries, including public pensions. Previously, he worked at the IMF and
at the OECD Economic Department. He has published journal articles on ageing
issues as well as labour market issues. Mr. Antoln has a PhD in Economics from
the University of Oxford and an undergraduate degree in Economics from the
University of Alicante (Spain).
Ruulke Bagijn
PGGM (Netherlands)
Phone:
Email:
+31.30.277.1430
ruulke.bagijn@pggm.nl
Chief Investment Officer Private Markets

Ruulke Bagijn is Chief Investment Officer Private Markets of PGGM and member
of the management team of PGGM Investment Management. Ruulke joined
PGGM in October 2009 as head of Private Equity coming from 4RAE, a privateequity fund focused on renewable energy, where she was Managing Director.
Prior to that, she headed the Principal Investment Group of ABN AMRO in
London and was a member of the management team and investment committee
of the wider Structured Capital Group. Ruulke previously spent time within ABN
AMRO in the Infrastructure Capital Group in London and in M&A Advisory Group
in Amsterdam. Before joining ABN, Ruulke held positions at ING as an economic
analyst. Ruulke holds an MSc in Business Economics from Erasmus University in
Rotterdam and is a CFA Charterholder.
Page 2
Rob Bauer
Rotman ICPM
(Netherlands)
Phone:
Email:
+31.43.388.3871
r.bauer@maastrichtuniversity.nl
Executive Director
Rob Bauer is the Executive Director of Rotman International Centre for Pension
Management (ICPM). He is internationally recognized for his research focus on
pension funds, mutual funds, behavioral finance, socially responsible
investments (SRI) and corporate governance. His investment consulting firm
advises pension funds and institutional asset managers on pension and
investments related subjects. He is also Professor of Finance (chair: Institutional
Investments) at Maastricht University, School of Business and Economics in the
Netherlands and teaches at various executive courses. His academic work has
been published in various professional and academic research journals around
the world.
Ole Beier Srensen
Danish Labour Market

Supplementary Pension
(ATP) (Denmark)
Phone:
Email:
+45.4820.4349
obs@atp.dk
Chief of Research and Strategy

Ole Beier Soerensen (1959) heads ATPs research activities on pension policy and
other areas of public policy. He has a Ph.D. degree in Social Geography from the
University of Copenhagen and his research covers a broad range of issues related
to pension systems, pension reform and pension management. In resent years
he has focussed particularly on pension reform issues and on non-financial
investment risks among them social responsibility and climate change. Mr.
Soerensen is a board member at the International Centre for Pension
Management at the Rotman Business School in Toronto, Canada and he is a
member of the advisory board at the Centre for Pension law at the University of
Copenhagen, Denmark. Mr. Soerensen has worked with ATP for 20 years. Before
joining ATP he held research positions at the University of Copenhagen.
Page 3
Samuel Berger
Albright Capital
Management (USA)
Phone:
Email:
N/A
+1.202.637.5698
Chair of Albright Stone Group and Principal of affiliated Albright Capital

Management, former National Security Adisor for the Clinton Administration
Samuel R. Berger is Chair of ASG, and is actively involved across the firms
engagements and regions, with a strong focus on Asia, Russia and Central Asia,
and the Middle East. Drawing on experiences at the highest levels of government
and in the private sector, Mr. Berger helps clients successfully navigate emerging
economies and beyond. Mr. Berger has had a distinguished career in both the
public and private sectors. From 1997-2001, he served as National Security
Advisor to President Bill Clinton. In that capacity, Mr. Berger drove policy across
a range of issues the fight against terrorism; Iraq; advancing the peace process
in the Middle East; and strengthening the U.S. relationship with India and China,
among others. Previously, he served as Deputy National Security Advisor during
President Clintons first term; as director of national security for the 1992
Clinton-Gore Transition; and as Senior Foreign Policy Advisor to Governor Clinton
during the 1992 presidential campaign. Prior to his service in the Clinton
Administration, Mr. Berger spent 16 years in the Washington law firm of Hogan
& Hartson, where he headed the firms international group. Earlier, Mr. Berger
served as special assistant to then New York City Mayor John Lindsay and as a
legislative assistant to U.S. Senator Harold Hughes of Iowa, and to Congressman
Joseph Resnick of New York. Mr. Berger also served as deputy director of the
policy planning staff at the U.S. Department of State under Secretary Cyrus
Vance. Mr. Berger is an active participant the U.S. Chamber of Commerce's "U.S.China CEO and Former Senior Officials' Dialogue," Aspen Strategy Group and the
U.S.-India Strategic Dialogue and serves on the International Advisory Council of
the Brookings Doha Center. He is also a member of the International Crisis Group
Board of Trustees, and serves on the Advisory Board of America Abroad Media,
the Board of Directors of World Food Program U.S., and the Board of Directors of
CDC Development Solutions (formerly Citizens Development Corps). Mr. Berger
received his B.A. degree from Cornell University and his J.D. degree from Harvard
Law School.
Page 4
Gabriel Bernardino
European Insurance and

Occupational Pensions
Authority (EIOPA)
(Germany)
Phone:
Email:
+49.69.95.1119.352
Sarah.Stoeckel@eiopa.europa.eu
Chairman
Gabriel Bernardino is Chairman of the European Insurance and Occupational
Pensions Authority (EIOPA). He is responsible for the strategic direction of EIOPA
and represents the Authority at the Council of the European Union, the
European Commission and the European Parliament. Mr. Bernardino prepares
the work of EIOPAs Board of Supervisors and also chairs the meetings of the
Board of Supervisors and the Management Board. Mr. Bernardino is the first
Chairperson of EIOPA. He was elected by the Board of Supervisors of EIOPA on
10 January, 2011. His nomination followed a pre-selection of the European
Commission and was confirmed by the European Parliament after a public
hearing held on 1 February, 2011. Mr. Bernardino assumed his responsibilities on
1 March, 2011. Prior to his current role, Mr. Bernardino was the Director General
of the Directorate for Development and Institutional Relations at the Instituto de
Seguros de Portugal (ISP). He has served in several positions of increasing
responsibility since he joined the ISP in 1989 and represented EIOPAs preceding
organisation, CEIOPS, as Chairman between October 2009 and December 2010.
Lans Bovenberg
University of Tilburg /
NETSPAR (Netherlands)
Phone:
Email:
+31.13.466.2912
a.l.bovenberg@uvt.nl
Scientific Advisor
Lans Bovenberg is a professor of economics at Tilburg University. He has
published extensively in the leading international journals on a variety of topics:
public economics, tax policy, environmental economics, institutional economics,
pensions and aging, international macroeconomics and labor economics. Lans
Bovenberg is one of the most-cited Dutch economists in the international
academic literature. At the same time, for more than two decades now, he has
been the most-cited Dutch economist in policy-oriented journals aimed at
practitioners and policymakers. In 2003, Lans Bovenberg won the Spinoza prize -the most prestigious and highest academic award in the Netherlands. With the
prize money, he founded the research network Netspar.
Page 5
Dirk Broeders
De Nederlandsche Bank
(DNB) (Netherlands)
Phone:
Email:
+31.20.524.5794
D.W.G.A.Broeders@dnb.nl
Senior Strategy Advisor

Dirk Broeders (1969) is a Senior Strategy Advisor at the supervisory policy
division within De Nederlandsche Bank and a specialist in regulation of pension
funds. Previous to joining the supervisor Dirk was head of research and strategy
at a medium large Dutch asset manager and responsible for strategic and tactical
asset allocation decisions. Dirk holds a PhD in economics from Tilburg University
and is a certified European Financial Analyst. He is one of the editors of Frontiers
in Pension Finance (Edward Elgar) and has published on pension finance in
Journal of Banking & Finance, Journal of Risk & Insurance, Insurance:
Mathematics and Economics and International Journal of Central Banking.
Chresten Dengse
Danish Labour Market

Supplementary Pension
(ATP) (Denmark)
Phone:
Email:
+45.23.65.93.96
cd@atp.dk
Chief Risk Officer

Chresten Dengsoe joined ATP (the Danish Labour Market Supplementary Pension) in 2003 and is responsible for Risk & Pensions, including Risk Manage-ment,
the Actuarial Function of ATP, Quantitative Research (Asset Liability
Management) and Research & Strategy. From 1998 to 2000 he was Chief Actuary
at Nordea in Denmark. The actuarial department of Nordea was responsible for
Life & Pensions as well as non-life insurance. From 2000 to 2003 he held a
position as Vice President at Royal & Sun Alliance in Denmark. His responsibilities
included Business Intelligence and Analytical Customer Relationship
Management. Chresten Denge has been an external examiner at the University
of Copenhagen since 1990. He was Editor of Scandinavian Actuarial Journal from
1994 to 2000 and served as Vice Chairman of The Society of Danish Actuaries
from 2001 to 2004. He has been a member of the Pension Committee of Groupe
Consultatif Actuariel Europeen since 2006 and Vice-chairman of the Technical
Committee on statistical, actuarial and financial studies of the International
Social Security Association as well as a member of the working group on
mortality reporting to the Executive Committee of the International Actuarial
Association since 2008. Chresten Dengsoe holds an MSc degree in Actuarial
Mathematics from University of Copenhagen, Denmark and a MBA degree from
IMD in Lausanne, Switzerland.
Page 6
Michael Drexler
World Economic Forum

USA (USA)
Phone:
Email:
+1.212.703.2369
michael.drexler@weforum.org
Senior Director and Head of Institutional and Private investors

Michael Drexler is a Senior Director at the World Economic Forum based in New
York, where he overlooks the Investors community. He joined the Forum in 2011
from Barclays, where he most recently was Managing Director and Global Head
of Strategy, Commercial/Investment Banking and Wealth Management. At
Barclays, he also held positions in Principal Investments and Finance as well as
Chief of Staff to the chairman. He joined Barclays Capital in 2002 from McKinsey
& Company. Prior to that, Drexler was an academic researcher at Stanford. He
holds a doctorate in Mathematics from University of Oxford, and an MSc in
Electronic Engineering from the Technical University at Munich. He was
designated a Young Global Leader by the World Economic Forum in 2010.
Paul Druckman
International Integrated
Reporting Council (United
Kingdom)
Phone:
Email:
+44.207.504.2577
paul.druckman@theiirc.org
Chief Executive Officer

Paul is Chief Executive Officer of the IIRC. Paul is well known and respected in
business and in the accounting profession worldwide. Following an
entrepreneurial career in the software industry, Paul operated as a non
executive chairman and director for companies in a variety of sectors until taking
over this post. Formerly a Director of the UK Financial Reporting Council;
member of the City Takeover Panel; and President of the Institute of Chartered
Accountants in England and Wales (ICAEW). Other interests have included
chairing The Princes Accounting for Sustainability Project (A4S) Executive Board.
Piet Eichholtz
Maastricht University,
School of Business and
Economics, (Netherlands)
Phone:
Email:
+31.43.3883838
p.eichholtz@maastrichtuniversity.nl
Professor of Real Estate and Finance

Piet Eichholtz (1962) is Professor of Real Estate and Finance and chair of the
Finance Department at Maastricht University in the Netherlands. Most of his
work regards real estate markets, with a focus on international investment and
portfolio management. His research has been published in some of the top
journals in economics and real estate finance. Besides his academic career,
Eichholtz has also built up a solid reputation as an entrepreneur. After positions
at pension fund ABP and at NIB Capital, Eichholtz started Global Property
Research, an international firm specialized in the performance measurement of
property companies. In 2004, he was a co-founder of Finance Ideas, a financial
consultancy company. In 2011, he was among the founders of GRESB, the Global
Real Estate Sustainability Benchmark. He has provided extensive services to
public society, and he is a fellow of the U.S. Real Estate Research Institute and of
the World Demographic Association, a member of the Real Estate Council of the
Page 7
World Economic Forum and of the Research Council of the U.S. National
Association of Real Estate Investment Trusts.
Marcie Frost
Washington State
Department of Retirement
Systems (USA)
Phone:
Email:
+1.360.664.7312
marcief@drs.wa.gov
Director
Marcie Frost was appointed director of the state Department of Retirement
Systems in January 2013. She was elected to serve as Vice Chair of the Board in
September, 2013 and is a member of the WSIBs Private Markets, Public
Markets, and Administrative committees.In addition to serving as one of the
three ex-officio members on the Board, Frost is a member of the Pension
Funding Council and the Select Committee on Pension Policy.As DRS Director,
Frost oversees one of the most complex public retirement systems in the country
that serves nearly 700,000 current and former public employees at both the
state and local government levels.Frost began her career with the state
Department of Labor and Industries, where she advanced to a leadership role in
benefits administration. In 2000, she was selected as a senior project
administrator at DRS, and has since held a variety of executive level positions,
including human resource director; chief information officer; senior assistant
director for operations; and, most recently, deputy director.Frost leads a
comprehensive organization with a focus on strengthening agency performance,
promoting customer satisfaction, and workflow improvements.
Amit Goyal
Universit de Lausanne
(Switzerland)
Phone:
Email:
+41.21.692.3676
amit.goyal@unil.ch
Professor of Finance
Amit Goyal is professor of finance at the University of Lausanne where he holds a
senior chair from the Swiss Finance Institute. Formerly on the faculty of the
Goizueta Business School at Emory University (USA), he has a Ph.D. in Finance
from UCLA (USA). His research interests are in empirical asset pricing and
pension funds. His papers have been published in a variety of academic journals
including the Journal of Finance, the Journal of Financial Economics, and the
Review of Financial Studies.
Page 8
Cam Harvey
Duke University (USA)
Phone:
Email:
+1.919.271.8156
cam.harvey@duke.edu
Professor
Campbell R. Harvey is Professor of Finance at Duke University and a Research
Associate of the National Bureau of Economic Research. From 2006-2012, he
edited The Journal of Finance. Next year, Harvey will become President-Elect of
the American Finance Association. Harvey also serves as the Investment Strategy
Advisor to the Man Group PLC. Professor Harvey obtained his doctorate at the
University of Chicago in business finance and is the author of over 125 scientific
publications. Harvey has been honored with eight awards for excellence in
financial writing from the CFA Institute and three awards from the Institute for
Research in Quantitative Finance (Q-Group).
Chris Hitchen
Railways Pension Trustee

Company (United Kingdom)
Phone:
Email:
+44.207.2205023
chris.hitchen@rpmi.co.uk

Chris is the CEO of the Railways Pension Trustee Company and its operating
subsidiaries, RPMI and Railpen Investments. RPMI runs pension arrangements
for over 100 employers and 350,000 beneficiaries in the UK rail industry. Railpen
Investments manages the fund assets of 20billion. Chris is also a Trustee
Member of the National Employment Savings Trust Corporation (NEST). He is a
past Chairman of the National Association of Pension Funds (NAPF), NAPF
Investment Council and the Institutional Shareholders Committee. He is also a on
the Board of the Pensions Quality Mark Ltd, which promotes high standards in
DC pension provision. Chris is an actuary with over 25 years experience in
pensions and investments.
Brad Holzberger
QSuper (Australia)
Phone:
Email:
+61.7.3239.1690
brad.holzberger@qsuper.qld.gov.au
Chief Investment Officer

Brad was appointed as Chief Investment Officer in February 2009. Prior to joining
QSuper, Brad was a senior investment professional at Queensland Investment
Corporation for fifteen years where he had responsibility for investment strategy
and headed several active management teams. Before QIC, Brad worked for an
international asset consulting firm. He joined the financial services industry after
a career as an Army officer. He is a Director of the Association of Superannuation
Funds Australia. He has previously been a trustee of a superannuation fund and
chairman of its investment committee. He has held directorships of financial
planning firms and a finance industry representational association.
Page 9
Mats Isaksson

Co-Operation and
Development (OECD)
(France)
Phone:
Email:
NA
mats.isaksson@oecd.org
Head of the OECD Division of Corporate Affairs

Mr. Mats Isaksson is Head of the Corporate Affairs division at the Organisation
for Economic Co-operation and Development (OECD). His responsibilities include
corporate governance, state-owned enterprises, equity markets, company law,
privatisation, dispute resolution and other policy areas of importance to a sound
and dynamic business environment. Mats Isaksson participated in the
development of the OECD Principles of Corporate Governance and was in charge
of the comprehensive revision of the Principles in 2004. He also led the work to
develop the OECD Guidelines for Corporate Governance of State Owned
Enterprises and initiated the OECDs work on The State in the Market Place. Mr.
Isaksson has extensive experience from working with both OECD and Key Partner
countries. Recently, his work has focused on corporate governance and the
financial crisis and a new OECD initiative on Corporate Governance, Value
Creation and Growth. The aim is to ensure that equity markets can serve the
needs of the real economy and provide access to capital for innovations and
growth companies. Mats Isaksson serves on the Advisory Board of the Centre for
Global Markets and Corporate Ownership at Columbia University and is Senior
Visiting Fellow at the Stockholm Centre for Commercial Law. He is a founding
Director of the Swedish Corporate Governance Forum and a member of the
European Corporate Governance Institute.
Angelien Kemna
Algemene Pensioen Groep

(APG) (Netherlands)
Phone:
Email:
+31.45.5791532
angelien.kemna@apg-am.nl

Angelien Kemna is a Member of the Executive Board and Chief Investment
Officer of APG. From 2002 to July 2007 Kemna was CEO of ING Investment
Management Europe, where she was responsible for more than EUR 150 billion
of assets under management. From 2001 to 2004, Angelien worked as global
Chief Investment Officer. Previous to that she served in various positions at
Robeco Group. While working with Robeco, she also was part-time professor of
Finance at Maastricht University from 1993 - 1999. Before joining the asset
management industry, Angelien Kemna pursued an academic career. From 19881991 she was associate professor of Finance at Erasmus University Rotterdam.
Angelien holds a PhD in Finance from Erasmus University Rotterdam (1988).
Kemna holds several supervisory and advisory positions, amongst others,
chairman of the supervisory board of Yellow&Blue, a Dutch renewable energy
venture capital company. In addition, she was affiliated with the Erasmus School
of Economics in Rotterdam, where she was a part-time professor of Corporate
Governance and Financial Econometrics since September 2007 until September
2011.
Page 10
Catherine Lubochinsky
Global Risk Institute in

Financial Services (GRIFS)
(Canada)
Phone:
Email:
+1.416.306.1179
clubochinsky@globalriskinstitute.com
Managing Director
Catherine Lubochinsky is Managing Director, Research at the Global Risk Institute
in Financial Services (Toronto). She holds PhDs in Economics from the University
of Paris I (Panthon-Sorbonne) and in Finance from the University of Orlans.
She is Professor at the University of Paris 2 (Pantheon-Assas), on leave since
February 2013. Her research interests covers interest rates, derivatives, asset
management, banking and financial regulation. She is a member of the Cercle
des Economistes and the European Shadow Financial Regulation Committee
(ESFRC). She has been President of The European Money and Finance Forum
(2006-2012), an advisor to several private sector financial institutions over the
years and a consultant to the Financial Markets and Stability Department of
Banque de France. She is the author/editor of several books and a number of
articles, in both French and English, on various challenges facing the global
financial services sector, including increased short-termism. Catherine
Lubochinsky will discuss how the root of short-termism has stemmed from the
securitization/financialization of capitalism, and how regulation, including
increased transparency, has reinforced short-termistic behavior.
Elias Masilela
Public Investment
Corporation (South Africa)
Phone:
Email:
+27.12.742.3401
elias.masilela@pic.gov.za

Elias Masilela holds a BA degree in Social Sciences from the University of
Swaziland, which he received in 1986 and a Master of Sciences in Economic
Policy and Analysis with a specialisation in Money, Banking and International
Economics from the Addis Ababa University, received in 1995. He has an
impressive professional history, characterised by a deepness of understanding of
the policy environment, grounded in sectoral and international matters. He has
lectured, written and published widely. His latest writing has literally re-written
the history of the Kingdom of Swaziland and provided an entirely new and
interesting perspective to South Africas liberation. The title of the book is
Number 43 Trelawney Park; kwaMagogo. The book was amongst a few select
titles identified to represent South Africa at the London Book Fair Market Focus
in April 2010. On the 8th of December, 2010, he was appointed by the President
of South Africa to the position of CEO, of the Public Investment Corporation,
effective the 1st of February 2011. Prior to that he was Head of Policy Analysis at
Sanlam. He joined Sanlam in July of 2005, following his role in the National
Treasury as Act. DDG Economic Policy and leader of the social security and
retirement reform programme. On the 30th of April 2010, he was appointed by
the President of South Africa, President Jacob Zuma, as one of 24 commissioners
of the National Planning Commission, tasked with producing a national
development plan and development vision statement for the country. In June of
2006, he was elected to Chair the Board of the South African Savings Institute, a
position he has held till March 2010. In May of 2008, he was appointed by
President Thabo Mbeki to the Board of the South African Reserve Bank.
Page 11
John McManus
Borealis Infrastructure UK
(United Kingdom)
Phone:
Email:
+44.207.822.8352
jmcmanus@borealis.ca
Executive Vice President

In his role as Executive Vice President, John is responsible for leading Borealis
Infrastructures London office and overseeing asset management on investments
in the UK and Europe. John joined Borealis in October 2001, and has significant
experience in investments in sectors ranging from nuclear power to satellite
technology. He has been responsible for the Bruce Power investment since it was
acquired in 2003. John also serves on the boards of High Speed 1, Associated
British Ports and Scotia Gas Networks. John began his career with an
international accounting firm, and subsequently worked with several successful
entrepreneurs on business development, financing and venture capital
investments. He holds a B.Comm degree from the University of Toronto and is a
designated Chartered Accountant.
Peter Melchior
PKA (Denmark)
Phone:
Email:
+45.39.45.45.45
pme@pka.dk
Actuary
Peter Melchior is an actuary by profession. He has been with PKA Ltd. since 1992,
first as appointed actuary and deputy chief executive officer; from 2002-2012 on
the Board of Management where he was responsible for the actuarial function,
the risk management, finance and IT. Since 2012 Peter Melchior has held a
position as Senior Consultant in PKA Ltd. He has previously held a position as
President of the Danish Society of Actuaries and is now board member of the
Doctors Pension Fund and the Doctors Bank. He is furthermore chairman of the
Danish pension tracking system PensionsInfo.
Colin Melvin
Hermes Equity Ownership

Services (United Kingdom)
Phone:
Email:
+44.20.7680.2251
c.melvin@hermes.co.uk

As CEO of Hermes Equity Ownership Services Ltd (EOS), Colin Melvin helps
pension funds to be active owners of public and private companies, advising on
responsible investment and corporate governance on USD200 billion of assets.
Colin is a member of the Advisory Council of the UN Principles for Responsible
Investment and the Supervisory Board of Eumedion. He has co-founded and led
various investor groups and initiatives such as the PRI, for which he was the first
Chairman. He currently chairs the International Integrated Reporting Councils
Investor Network. He is an associate member of the Chartered Financial Analysts
Institute and holds an MA from Aberdeen University and an MPhil from
Cambridge University, both in History and Diplomas in Investment Analysis and
Company Directorship.
Page 12
Tim Mitchell
New Zealand
Superannuation Fund
(New Zealand)
Phone:
Email:
+64.9.300.6983
tmitchell@nzsuperfund.co.nz
Portfolio Manager
Tim is responsible for managing the Funds internally managed active New
Zealand equities portfolio. He took up this newly established role in mid-2013.
Tim joined the Fund in 2002 initially as a consultant to the Board. Subsequently
he has held senior roles including responsibility for public markets manager
selection and, more recently, for heading up of the Funds corporate strategy
group. Prior to joining the Fund, Tim worked for the New Zealand Treasury on
policy issues relating to diversification of the NZ Governments financial assets.
Before moving into the public sector, he spent twenty years with various private
sector asset managers.
Eivind y
Norwegian Ministry of
Finance (NORWAY)
Phone:
Email:
+47.2224.4522
Eivind.Oy@fin.dep.no
Investment Director
Eivind y is Investment Director at the Asset Management Department of the
Norwegian Ministry of Finance. The Department is responsible for the
management of the Government Pension Fund Global (GPFG) which is the
largest SWF in the world (AUM approx. 600 billion EUR). Norges Bank has been
charged with the operational management of the Government Pension Fund
Global, within guidelines laid down by the Ministry. Eivind has worked with the
management of the GPFG since 2000. He holds a MBA in Finance and a MSc in
Economics and Business Administration from the Norwegian School of
Economics (NHH) and a Master in Forest Sciences from the Norwegian University
of Life Sciences (UMB). He is also a certified financial analyst.
Ambrogio Rinaldi
Covip (Italy)
Phone:
Email:
+39.06.69596.210
rinaldi@covip.it
Director
Ambrogio I. Rinaldi is currently Central Director at COVIP (Commissione di
Vigilanza sui Fondi Pensione), the Italian supervisory authority on pension funds.
He has been working at COVIP since 1997, with responsibility in the fields of dayby-day supervision, economic and financial analysis, and international relations.
He has been deeply involved in the activity of many international organizations:
since 2003 he is Chair of the OECD Working Party on Private Pensions and, since
2010, Vice-chair of the Occupational Pensions Committee of EIOPA. He
represents COVIP in the IOPS Executive Committee. Before joining COVIP, he
worked many years at Banca d'Italia, the Italian central bank, first in the
Research Department and then in the Supervision Area. He graduated in
Economics from Universit di Roma "La Sapienza" and holds a M.A. from Harvard
University.
Page 13
Ole Settergren
Swedish Pension Authority Phone:

Email:
(Sweden)
+46.730.222.050
ole.settergren@pensionsmyndigheten.se
Director of Research
Ole Settergren is director of R & D at the Swedish Pensions Agency. During the
1990:ies he led the work on the automatic balance mechanism of the Swedish
inkomstpension plan. Work that that resulted in the development of what
allegedly is the worlds only income statement and balance sheet for a pay-asyou-go financed pension plan yearly published in the Orange Report, which he
edited 2001-2008. Not a prolific writer of academic papers, a rear attempt is The
rate of return of pay-as-you-go pension systems: a more exact consumption-loan
model of interest (Journal of Pension Economics and Finance 2005) with Danne
B. Mikula. He is a member of the Board of the Second Swedish National Pension
Fund and alumnus of the Stockholm School of Economics.
Rintaro Tamaki

Co-Operation and
Development (OECD)
(France)
Phone:
Email:
NA
NA
Deputy Secretary-General of the OECD

Mr. Rintaro Tamaki was appointed Deputy Secretary-General of the OECD on
August 1, 2011. His portfolio includes the strategic direction of OECD policy on
Environment, Development, Green Growth, Financial Affairs and Taxes. Mr.
Tamaki is also currently acting Chief Economist and assumes the responsibility as
the OECD Representative at the Deputies' Meetings of the G20. Prior to joining
the OECD Mr. Tamaki, a Japanese national, was Vice-Minister of Finance for
International Affairs at the Ministry of Finance, Government of Japan. During his
prominent 35-year career at the Japanese Ministry of Finance, Mr. Tamaki has
worked on various budget, taxation, international finance and development
issues. He worked as part of the OECD Secretariat from 1978 1980 in the
Economic Prospects Division and from 1983 1986 in the Fiscal Affairs Division
of the Directorate for Financial, Fiscal and Enterprise Affairs (DAFFE). In 1994 Mr.
Tamaki was posted to the World Bank as Alternate Executive Director for Japan
and in 2002 as Finance Minister at the Embassy of Japan in Washington DC. He
then became Deputy Director-General (2005), before becoming Director-General
(2007) and subsequently Vice-Minister for International Affairs (2009) at the
Ministry of Finance. Mr. Tamaki graduated in 1976, with an L.L.B. from the
University of Tokyo. He has held academic positions at the University of Tokyo
and Kobe University. He has published books and articles on international
institutions, the international monetary system, development, debt and taxation.
Page 14
Eric Wetlaufer
CPP Investment Board

(CPPIB) (Canada)
Phone:
Email:
+1.416.868.1798
ewetlaufer@cppib.com
Senior Vice-President, Public Market Investments

With over 25 years of experience in investment management, Eric is responsible
for leading the CPP Investment Boards Public Market Investments department,
which invests in publicly-traded assets and related derivatives. Prior to joining
CPPIB in June 2011, Eric was the Group Chief Investment Officer, International at
Fidelity Management & Research in Boston, Massachusetts. Eric was also the cofounder and partner of Oxhead Capital Management and has held the roles of
Chief Investment Officer at Putnam Investments and Managing Director at
Cadence Capital Management. Eric serves on the Board of Directors of the TMX
Group and the Advisory Council of the UN-supported PRI. He is also active on
several non-profit boards including Bay Cove Human Services and the Melanoma
Foundation of New England and is a past president of the Boston Security
Analysts Society. Eric earned a B.A. in Earth Science from Wesleyan University,
Middletown, Connecticut and is a Chartered Financial Analyst.
Theresa Whitmarsh
Washington State
Investment Board (WSIB)
(USA)
Phone:
Email:
+1.360.956.4710
twhitmarsh@sib.wa.gov
Executive Director
Theresa J. Whitmarsh is Executive Director of the Washington State Investment
Board, one of the United States leading institutional investors, managing over
$100 billion of state pension, insurance, and other assets. The fund has been a
leader in private asset investing, with private equity, real estate, and tangible
assets comprising 40 percent of its retirement portfolio. Theresa joined the
WSIB in 2003 with 20 years experience in business, government and media. She
has a Masters in Business Administration, Pacific Lutheran University, and
Bachelor of Arts, English Literature, Seattle Pacific University. She is Chair of the
Pacific Pension Institute, and a director with the International Centre for Pension
Management and Council of Institutional Investors.
Page 15
Juan Yermo

Co-Operation and
Development (OECD)
(France)
Phone:
Email:
+33.1.45.24.96.62
juan.yermo@oecd.org
Senior Advisor
JUAN YERMO is currently Senior Advisor to the OECD Secretary-General. He is in
charge of the OECD Better Policies Series, which provides analysis and
recommendations across a wide spectrum of policy areas. He also coordinates
CleanGovBiz, the anti-corruption and integrity initiative of the OECD. Prior to this
role, he was Deputy Head of the Financial Affairs Division and Head of the Private
Pensions Unit. He joined the OECD in 1999. He has published various books and
articles on pensions and investments and regulatory issues. He also serves in the
Investment Committee of the OECD Provident Fund and the Oversight
Committee of the Institute of Internal Auditors. Previously, he worked at the
World Bank as a consultant on capital markets and pension reform and as an
analyst in the risk management department at Bankers Trust. Mr. Yermo has a
Masters Degree in economics from Cambridge University, post-graduate studies
(MPhil) and a doctorate (DPhil) in economics from Oxford University.
Robert Youngman

Co-Operation and
Development (OECD)
(France)
Phone:
Email:
+33.1.45.24.13.71
Robert.YOUNGMAN@oecd.org
Principal Policy Analysis Environment Directorate

Robert Youngman is Principal Policy Analyst for Climate Finance and Investment
in the OECD's Environment Directorate. In this role, he serves as team leader for
OECD's analysis relating to its policy frameworks for green investment and the
role of institutional investors in the transition to a low carbon, climate resilient
economy. Prior to joining the OECD, Robert was Director of Economic Analysis at
Natsource LLC, a leading asset manager in global carbon markets, from 20002011. At Natsource, he led the company's analytical work on carbon markets,
and the delivery of a wide range of policy and market analyses to governments,
corporations and other organizations. He holds a masters degree in
international and public affairs from Princeton University.
Page 16
Rotman ICPM Discussion Forum

June 2-3-4, 2014
Participant DIRECTORY
At May 16, 2014
, 20142014,
Event Information
+1 416.925.4153 Rotman ICPM
+1 416.803.6616 Ann Henhoeffer cell
+1 647.270.5888 Karen Clarke cell
Hotel On Your Own

A preferred hotel will not be arranged by ICPM
To view hotels near the conference location
www.oecd/site/conferencecente/hotelsclosttooecd.htm
Rotman ICPM Discussion Forum June 2014 Participant Directory
Conference Address
OECD Conference Centre
2, rue Andr Pascal
75775 Paris Cedex 16
Paris France
Page 1
Aleksandar Andonov
Maastricht University
(Netherlands)
Phone:
Email:
+31.43.388.3838
a.andonov@maastrichtuniversity.nl
PhD Candidate
Aleksandar Andonov is a PhD Candidate in Finance at Maastricht University,
where he also teaches master courses on institutional investors and behavioral
finance, and bachelor courses on investments. In his doctoral work, Aleksandar
focuses on institutional investors, in particular pension funds and the money
management industry, investigating the asset allocation and performance of
these investors in public and private markets. His research ideas and findings
have been presented at academic and industry conferences, and have been
covered in popular financial media, such as the Economist and Financial Times.
Aleksandar spent the 2012 spring semester at the International Center for
Finance, Yale School of Management. In 2013, he visited the University of Notre
Dame, Mendoza College of Business. From September 2014, Aleksandar will start
as an Assistant Professor in Finance at the Erasmus School of Economics in
Rotterdam.
Craig Ansley
New Zealand
Superannuation Fund
(New Zealand)
Phone:
Email:
+64.9.300.6980
cansley@xtra.co.nz
Director
Craig Ansley was appointed to the Board of the Guardians in September 2011.
His term of office expires on 30 September 2016. Craig is currently Visiting
Professor, Faculty of Business and Economics at Macquarie University in Sydney
and teaches honours and Masters courses in institutional investment at the
University of Auckland. Prior to his retirement in October 2010, Craig spent many
years in senior roles with Russell Investment Group. A founder of Russell's New
Zealand office, Craig has been the Director of its Australasian consulting practice,
the Director of Capital Markets Research in Australia and New Zealand Chair.
Craig was a member of the Savings Working Group and has been a director of
the Mortgage Corporation of New Zealand Limited and Mortgage Services
Limited; Group Rentals New Zealand Limited and the National Provident Fund.
Craig has a BSc (Hons) in Mathematics from the University of Canterbury, and a
Ph.D. (Business Administration) from the University of Michigan. He is a Fellow of
the New Zealand Society of Actuaries.
Page 2
Maxime Aucoin
Caisse de dpt et
placement du Qubec
(Canada)
Phone:
Email:
+1.514.847.2572
maucoin@lacaisse.com
Vice President, Strategy

Maxime Aucoin is Vice-President, Strategy, at La Caisse de Dpt et Placement
du Qubec. He advises the executive team on the design, planning and execution
of La Caisses strategy and leads a small strategic initiatives team. Previously,
Max worked for McKinsey & Company for six years, advising multinationals in the
financial and manufacturing sectors on strategy and organizational issues. Max
started his career at Cirque du Soleil in strategic planning and business
development. Max has an MBA from the Harvard Business School, a bachelors
degree in Finance from HEC Montral and was awarded the Chartered Financial
Analyst (CFA) designation.
Prabir Badal
Government Employees
Pension Fund (GEPF)
(South Africa)
Phone:
Email:
NA
prabir.badal@gmail.com
Trustee
Prabir Badal hails from Gauteng, South Africa. He is qualified in the finance field
and holds an Honours Degree in Taxation. Deputy Chairman of the Board of
Trustees, Chairman of Finance and Audit Committee, Member of the Investment
Committee, Member of the Remuneration Committee, FASSET (Finance,
Auditing, Stock Broking, and Business Consulting Sector Education Training
Authority) Director on Management Board, Kopano Ke Matla Investment Trust
and Kopano Ke Matla Investment Company , COSATU Retirement Fund Council,
Advisor and activist on retirement fund matters in SA including transformation,
reforms, governance and developmental focussed investing.
Page 3
John Battams
SunSuper (Australia)
Phone:
Email:
+07.3016.7787
businessservices@sunsuper.com.au
Director
John is the President of the Queensland Council of Unions, and currently the
General Secretary of the Queensland Teachers Union, the largest registered
industrial organisation in Queensland with 44,000 members. As such, he has an
extensive knowledge of the state, regularly visiting major centres and towns and
remote areas of Queensland. John has extensive directorship experience. He is
currently Chair of the Queensland Residential Tenancies Authority (RTA) which
regulates the residential rental market. The RTA is responsible for investments of
over $500M. He is also a member of the Board of Lady Bowen Trust, a registered
charity established to assist the homeless. In addition, he was recently appointed
as a board member of Skills Queensland, which is responsible for delivering the
states skills and workforce development plan. He has also been Director of
WorkCover Queensland, a private health insurance fund and a private
investment group of companies. As a consequence of this extensive reference,
he has developed a very good understanding of corporate governance
responsibilities and the way in which government departments, agencies and
corporations should operate. John was appointed as a Director of Sunsuper in
2005.
David Blitztein
Blitzstein Consulting (USA)
Phone:
Email:
+1.202.256.8365
david@blitzsteinconsulting.com
Trustee
Mr. Blitzstein established a consultancy in 2014 that provides professional
trustee services and strategic advice to labor unions and employee benefit trust
funds. During the prior 35 years, Mr. Blitzstein served as a collective bargaining
expert on pension and health insurance and a multiemployer plan trustee for the
United Food & Commercial Workers International Union (UFCW) and the United
Mine Workers of America (UMWA). Between 2006 and 2013 Mr. Blitzstein
served as the Special Assistant for Multiemployer Plans for the UFCW. In that
capacity, Mr. Blitzstein was a trustee/fiduciary on six Taft-Hartley pension funds
and one health fund representing half a million plan participants. In addition, Mr.
Blitzstein advised the UFCW leadership on public policy issues related to
retirement and health insurance. Mr. Blitzstein has been a director of the
Pension Research Council of the Wharton SchoolUniversity of Pennsylvania
since 1997. In 2008, Governor OMalley appointed Mr. Blitzstein to be a trustee
of the Maryland State Retirement and Pension System, and reappointed him to a
second term in 2012. In 2011, Mr. Blitzstein was appointed by President Obama
to the Advisory Committee of the Pension Benefit Guaranty Corporation (PBGC),
and reappointed in 2014. In 2013, Mr. Blitzstein was elected to the Board of
Directors of CareFirst of Maryland, Inc. Mr. Blitzstein was named by Institutional
Investor Magazine to its Pension Forty most influential leaders list in
November 2013. Mr. Blitzstein is a graduate of the University of Pennsylvania
and holds a Master of Science in Labor Studies from the University of
Massachusetts in Amherst.
Page 4
Else Bos
PGGM (Netherlands)
Phone:
Email:
+31.30.277.9707
else.bos@pggm.nl

After graduating in 1983 from Rotterdam Erasmus University, where she studied
Econometrics, Ms Bos joined Algemene Bank Nederland (Later ABN AMRO Bank)
where she held different positions at the Directorate General Planning and
Control. In 1995 she moved to ABN AMRO Netherlands division holding various
senior management positions. From 1991 till 2001 she was responsible for
Operations, IT and Facility Management as COO of ABN Amro Asset
Management. In this capacity she also held the role of program director of the
Asset Management BPR Project. In 2001 she joined NIBC Asset Management as
Co Head Investments becoming COO/CFO the following year. Ms Bos started at
PGGM Investments in 2003 as Director. In March 2005 she was appointed Chief
Executive Officer PGGM Investments and member of the Board of Directors of
PGGM. Per 2010 she holds the position of Deputy Chairman Executive
Committee and Chief Institutional Business. As of February 2013 she is CEO of
PGGM. She also has several non executive positions like Boardmember UN PRI
(Principles for Responsible Investment), as well as Member Supervisory Board
NWB (Nederlandse Waterschaps Bank), Member Supervisory Board NHG,
member of the Supervisory Council of Isala Clinics, and member of the
Supervisory Council of the National Ballet/Dutch Opera/Musictheatre.
Greg Bowes
Albright Capital
Management (USA)
Phone:
Email:
+1.202.370.3500
gbowes@albrightcapital.com
Managing Principal
Gregory Bowes, Co-Founder and Managing Principal of Albright Capital
Management (ACM), has over twenty five years experience in financial
services/alternative asset management. His duties include serving on the Board
of APR Energy PLC. Before forming ACM in 2003, his longest previous tenures
were with Greenwich Capital Markets (now part of Royal Bank of Scotland),
where he established Greenwich International (and served as Chairman), and
Bankers Trust Company. He is a 1983 graduate and current Trustee of Bowdoin
College (BA in Economics and History).
Page 5
Krishnan Chandrasekhar
World Bank (USA)
Phone:
Email:
+1.202.473.7900
kchandrasekhar@worldbank.org
Senior Manager
Krishnan Chandrasekhar is Senior Manager in the World Bank Treasury with
responsibilities for strategic asset allocation of the Banks $18 billion pension and
retiree medical benefits portfolios, and asset allocation advisory work related to
various Treasury clients and multi-asset class client portfolios. Krishnan joined
the World Bank Group in 1986, and has had diverse experience in a variety of
areas including capital markets, derivatives and structured finance, asset-liability
and risk management, and asset management as the head of quantitative
strategies (2002-2009), head of asset-liability management (1999-2002), head of
derivatives and structured financing (1998-1999), and head of market risk (19941997). Krishnan holds a BS in Electrical Engineering from the Indian Institute of
Technology, Madras, and an MBA from the Indian Institute of Management,
Ahmedabad.
Joseph Cole
QSuper (Australia)
Phone:
Email:
+61.7.302.99244
joseph.cole@qsuper.qld.gov.au
Senior Portfolio Manager

Joseph Cole Senior Portfolio Manager, Investment Strategy Joseph commenced
with the Investment Strategy team at QSuper as Senior Portfolio Manager in
April 2013. In this role his main area of focus is driving the research and analysis
of global equities strategies. Specifically Joseph carries responsibility for bringing
views on the equities asset class, at a country and sector level, back to the
broader group to inform whole of portfolio decision making. Joe also has primary
accountability for championing the communication and continuous improvement
of investment risk management across the Investment Strategy team. Prior to
joining QSuper Joseph was employed as a Portfolio Manager within the
Quantitative Investments Boutique at QIC in Brisbane. In this role his primary
responsibilities included portfolio management, equities market research and
business management of the Investment Boutique. Joseph has worked in
financial markets for over 18 years in both Australia and the UK, with a primary
focus on quantitative equities investing and analysis. Joseph holds a Bachelor of
Business with Honours and is a CFA Charterholder.
Page 6
James Davis
Ontario Teachers' Pension

Plan Board (OTPP)
(Canada)
Phone:
Email:
+1.416.730.6426
james_davis@otpp.com
V.P. Strategy & Asset Mix and Chief Economist

Mr. Davis is Vice President, Strategy & Asset Mix and Chief Economist, Asset Mix
& Risk, with the Ontario Teachers' Pension Plan. He is primarily responsible for
the strategic investment plan, which integrates economic and market research
with balance sheet design, benchmarks and the plans risk budget to meet the
plans long-term liability objectives. Responsibilities also include recommending
medium-term risk management strategies to position the plan for changes in the
macro environment and assessing new asset classes for the Plan. Prior to joining
Teachers, Mr. Davis managed over $20 billion in fixed income and foreign
currency assets for a large investment management firm. He has held roles of
increasing responsibility in investment strategy formulation, corporate finance
and liability management, pension fund investment policy and treasury risk
management. Mr. Davis holds an MBA degree from Dalhousie University as well
as undergraduate degrees in meteorology and mathematics. He is a CFA charter
holder.
Jeroen de Munnik
PGGM (Netherlands)
Phone:
Email:
NA
Jeroen.de.munnik@pggm.nl
Chief Institutional Business

After graduating in 1988 from Rotterdam Erasmus University, where Jeroen de
Munnik studied econometrics, he joined Aegon Netherlands where he had
different managing positions at asset management, in operations and later on in
the Board. Recently, on October 1st 2013 Jeroen started at PGGM, as member of
the Executive Committee and Chief Institutional Business.
Page 7
Philippe Desfosses
Retraite Additionnelle de
la Fonction Publique
(ERAFP) (France)
Phone:
Email:
+33.1.58.50.98.41
Philippe.Desfosses@erafp.fr
CEO
By a decree published on June 11 2008, Mr Philippe DESFOSSES has been
appointed as the new Chief Executive Officer of ERAFP, the French Public Service
Additional Pension Scheme. Mr DESFOSSES is a graduate of Sciences Po in Paris
and the French National School of Administration. He started his career at the
French Treasury (Ministry of Economy and Finance) in 1985, successively as
Deputy Head of the Enterprise Financing Desk, Deputy Head of the Sub-Saharan
Africa Desk, Financial Attach in New York (1989-1992) and Head of the
Insurance Desk (1992-1995). From 1995 to 1997, he was Special advisor to Mr
Jacques Barrot, the French Minister of Labour and Social Affairs, in charge of the
Employment, Family, Retirement and Old Age portfolios. In 1998, he joined AXA
Group as Senior Manager and became CEO of two subsidiaries: International
Finance Futures and Compagnie Financire de Paris. From 2006, Mr Desfosss
was Director of Corporate Affairs & Business Development and member of the
Executive Committee of Lilly France.
Alain Dorison
(ERAFP) (France)
Phone:
Email:
+33.1.58.50.96.70
alain.dorison@erafp.fr
Member of the Board of ERAFP

Graduated from ESCAEH (Le Havre, France), Alain Dorison has been a chartered
accountant at Ernst & Young before joining Deloitte. He then became Head of
Quality at CNCC in 1989. In 1990, Alain Dorison joined the COB (French Financial
Market Authority) and became Head of Accounting Services in 1993. In 1997,
Alain Dorison is appointed Secretary General of the French National Accounting
Board. He was then promoted Finance Inspector in 2007 at the French Ministry.
Although he has retired, since 2009, Alain Dorison is still Administrator and
President of the Assets and Liabilities Management Committee of the public
sector pension Fund ERAFP.
Page 8
Liz Fernando
Universities
Superannuation Scheme
Limited (USS) (United
Kingdom)
Phone:
Email:
+44.20.797.20300
efernando@uss.co.uk
Head of Equites
Elizabeth joined USS in January 1995 as Head of European Equities and was
promoted to Deputy CIO in January 2006. She has been involved extensively in
the development of the investment department and the long term investment
strategy of the fund, and completed the funds first direct private equity
investments. In August 2012 Elizabeth was appointed Head of Equities, which is
a new role at USS. The Head of Equities has responsibility for total equity
performance as well as planning, resourcing and budgets for the function and is a
member of the Executive Committee of USSIM. Prior to joining USS Elizabeth
worked at Lloyds Investment Managers Ltd in a variety of roles including UK
Smaller Companies and more latterly European Equities. Elizabeth holds an MA
in Philosophy, Politics and Economics from Oxford University and is an Associate
Member of the UK Society of Investment Professionals (UKSIP).
Per Frennberg
Alecta (Sweden)
Phone:
Email:
+46.70.698.6601
per.frennberg@alecta.com
CIO
Per Frennberg, Ph.D. is the Chief Investment Officier at Alecta
Pensionsfrskring, msesidigt since 2009 and has been its Deputy Chief
Executive Officer since 2011. Dr Frennberg has served in various positions at
Alectas Investment Management unit since 1995. Before joining Alecta he was a
research associate in Finance at the University of Lund where he received his
Ph.D. degree in 1994.
Bill Galvin
Universities
(USS) (United Kingdom)
Phone:
Email:
+20.151.478.7018
bgalvin@uss.co.uk
Group Chief Executive Officer

Bill Galvin is Group CEO of Universities Superannuation Scheme Limited (USS),
the corporate trustee of the pension scheme for academics at UK universities.
USS is the UKs largest private pension fund and has 338,606 members, with
funds under management of approximately 40 billion. Before joining USS, Bill
was CEO at the Pensions Regulator (tPR) for three years, and prior to that was
executive director for strategy at tPR. Bill has also worked at Department for
Work and Pensions (DWP) where he was responsible for the policy framework
governing private pension protection, and at IBM. Bill is a non-executive director
of the Solicitors Regulation Authority.
Page 9
John Gandolfo
World Bank (USA)
Phone:
Email:
+1.202.458.0674
jgandolfo@worldbank.org
Director and Chief Investment Officer

John Gandolfo is the director and chief investment officer of the Pension and
Endowments department of the World Bank Treasury. The department manages
about $20 billion of pension and other retirement benefit portfolios invested
across a range of asset classes, including fixed income, public and private equity,
real estate, and hedge funds. Prior to assuming these responsibilities, he was the
director of the Quantitative Strategies, Risk and Analytics Department, where he
was responsible for the development of strategic and tactical asset allocations,
risk management, and financial modeling for the asset management, capital
markets, and banking businesses. Previously, he was the director of investments.
Mr. Gandolfo holds a BA from the University of Pennsylvania and an MBA from
the George Washington University.
Roger Gray
Universities
Kingdom)
Phone:
Email:
+44.20.7972.5480
rgray@uss.co.uk
CEO
Roger Gray has been Chief Investment Officer at Universities Superannuation
Scheme from September 2009 and from September 2012 also CEO of USS
Investment Management Limited. Roger joined USS from Hermes Fund
Managers where he left as CIO. Prior to that Roger worked for UBS as CEO/CIO
at UBS Asset Management in Switzerland and also as Global Head of Asset
Allocation and Currency for UBS Brinson/UBS Global Asset Management. Roger
began his career at Rothschild Asset Management in 1983, starting as a manager,
rising to Head of Fixed Income and Currency and later to CIO and Head of
Institutional Business. He studied Philosophy, Politics and Economics at Oxford
and then Economics at Harvard, where he was a teaching fellow for International
Trade and Finance and for Commodity and Securities Markets.
Page 10
Scott Hartley
Phone:
Email:
+61.07.3016.7787
businessservices@sunsuper.com.au
Chief Executive Officier

The Board appointed Scott as Sunsupers Chief Executive Officer in January 2014.
He has had an extensive career in the superannuation industry with more than
15 years experience in executive management roles, most recently holding the
position of Executive General Manager, Corporate and Institutional Wealth at
NAB. During that time, Scott also held directorships with Plum Financial Services
and Jana Investment Advisers. Prior to that, he held several other executive
leadership roles within the NAB /MLC Group, comprising strategy and marketing,
institutional investments and financial planning. Scotts extensive industry
experience and wealth of business knowledge makes him eminently suitable for
the role of CEO and will ensure Sunsuper is well-positioned to realise its strategic
ambitions and continue to grow its member and corporate client base nationally.
Mike Heale
CEM Benchmarking
(Canada)
Phone:
Email:
+1.416.369.0468
mike@cembenchmarking.com
Partner
Mikes focus at CEM is on global business development as well as client service
for several U.S., European, and Asian investment benchmarking clients. CEM is a
unique information company that provides cost and performance benchmarking
and best practice insights for public & corporate pension plans and investment
funds worldwide. Prior to joining CEM in 1999, Mike had 12 years of pension and
life insurance marketing experience. He started his career in education as a
basketball coach and lecturer at Laurentian University. Mike has an
undergraduate degree in Physical and Health Education from Laurentian and a
Master of Business Administration degree from the Richard Ivey School of
Business, University of Western Ontario.
Alice Heathcote
World Economic Forum

USA (USA)
Phone:
Email:
+1.646.472.9159
Alice.Heathcote@weforum.org
Senior Manager
Alice Heathcote is a senior manager in the Institutional Investors community at
the World Economic Forum. In this role, Alice oversees research related to
infrastructure and long-term investing, and manages Institutional Investor
participation in meetings and events hosted by the Forum. Alice previously
worked in treasury and project management for Afghanistans leading telecom
company, Roshan, and prior to this was an Associate Director at UBS Investment
Bank, Sydney. Alice received her MBA from Harvard Business School, and a
Bachelor of Economics and Bachelor of Science from the University of
Queensland, where she was a Mathematics and Physics scholarship recipient.
Page 11
Sadayuki Horie
Nomura Research Institute Phone:

Email:
(Japan)
+81.3.5533.3713
s-horie@nri.co.jp
Senior Researcher
Sadayuki Horie is a senior researcher at the Nomura Research Institute(NRI) in
Tokyo, the largest think tank in Japan. In 1986, he developed the NRI-Bond
Performance Index (later renamed as the Nomura BPI), which is now the industry
standard. From 1996 to 2001, he was the head of the quantitative group of
Nomura Asset Management, managing over $1bn through GTAA & currency
funds. From 2001, he has worked on pension fund consulting and advanced asset
management research. Mr.Horie wrote many articles in the Security Analysts
Journal and other journals for last 33 years. Mr. Horie is a graduate of the Kobe
University of Commerce, a visiting professor of the graduate school of Osaka
University of Economics and the chair of research committee of AIMA-Japan, a
member of the Council of experts concerning the Japanese version of the
Stewardship Code by Japanese government, a member of advisory panel for
sophisticating the management of public/quasi-public funds by Japanese
government.
Robert Hutchinson
Phone:
Email:
+61.07.3016.7787
robh@parexdavco.com.au
Director
Rob is the Queensland State Manager of ParexDavco (Australia) Pty Ltd a
division of the international Parex Group. Rob was responsible for the
commencement of the Queensland operations of the then privately owned
company in 1983. Rob has been a Board Member of the Queensland Chamber of
Commerce & Industry (CCIQ), holding the position of Vice President during
2006/2007. He has also chaired the Manufacturing Committee, served on the
Remuneration, Building and Finance & Audit Committees and the CCIQ Industry
Policy Committee. He was made a Life Member of CCIQ in 2008. He is currently
on the Board of Australian Made/Australian Grown Campaign, the peak
organisation for the promotion of Australian manufacturers, growers and service
industries. Rob was also appointed to the Queensland Building and Construction
Commission Board in December 2013. Rob was a Councillor on the Prince Charles
and District Health Council from 1997 through until 2005, serving on the Finance,
Mental Health and Indigenous Health Committees. A member of the Liberal
National Party of Queensland, he is currently a member of the Finance
Committee, a Director of LNP Nominee Pty Ltd and a Director of Altum Pty Ltd.
Prior to the formation of the Liberal National Party he was a Senior Vice
President of the Queensland National Party and a Trustee of that organisation.
Page 12
Georg Inderst
Inderst Advisory (United

Kingdom)
Phone:
Email:
+44.20.748.59388
georg@georginderst.com
Independent Adviser
Georg Inderst is an independent adviser to pension funds, institutional investors
and international organizations, based in London. He has worked on
infrastructure investment with, among others, the OECD, the European
Investment Bank and the World Bank. He was a Professional Trustee and
Director of Law Debenture Pension Trust Corporation in London. Previously, he
was a Director of F&C Investment Management where he headed the Global
Asset Allocation and Fixed Interest teams. He joined Foreign & Colonial from
HYPO-Bank in Munich. Georg has a PhD in Economics and Social Sciences from
the University of Vienna and an MSc in Economics from the London School of
Economics. He is also a judge of the IPE European Pension Funds Award, the IP
Real Estate Award, and the Portfolio Institutional Awards. He is frequently
invited to speak and write about institutional investment strategy and
governance, asset allocation, infrastructure and green investing topics, and acts
as a referee for a range of academic journals.
Tim Jones
National Employment
Savings Trust (NEST)
(United Kingdom)
Phone:
Email:
+44.207.940.8607
Tim.L.Jones@nestcorporation.org.uk

Tim has substantial experience in the financial sector, having previously held a
variety of senior positions including non-executive director of Capital One Bank
(Europe), chief executive of retail banking at NatWest Bank and chief executive
at Mondex, Purseus and Simpay. In addition to his role at NEST, Tim is currently
an independent director of Investment Technology Group Inc, a New York-based
institutional broker dealer, and is on the board of directors of the Rotman
International Centre for Pension Management.
Jaakko Kiander
Ilmarinen (Finland)
Phone:
Email:
+358.50.583.8599
jaakko.kiander@ilmarinen.fi
Senior Vice President

Jaakko Kiander is currently Senior Vice President and CFO of Ilmarinen, the
second biggest pension insurance company in Finland. He is an economist by
trading and has got his PhD from the University of Helsinki where he is also an
adjunct professor of economics. Before joining Ilmarinen in 2010 he has been
working at the University of Helsinki, Yrj Jahnsson Foundation, Government
Institute for Economic Research and as a Managing Director of the Labour
Institute for Economic Research. He is one of the best-known macroeconomists
in Finland. Beside the tasks of CFO in Ilmarinen, he is also working with corporate
strategy and pension policy planning.
Page 13
Els Knoope

(APG) (Netherlands)
Phone:
Email:
+31.20.604.8206
els.knoope@apg-am.nl
Manager Alternative Inflation

Els Knoope, managing director Strategic Portfolio Advice. Els joined at the
predecessor of APG Asset Management in 1998. She has fulfilled various
functions within APG, which include managing the so called Alternative Inflation
fund, deputy fund manager of the Global Tactical Asset Allocation Fund, where
she was responsible for managing the global macro hedge funds within the GTAA
Fund. Prior responsibilities include the Seed Capital Fund, heading the equity
research and managing the Japanese equity fund. Mrs Knoope previously worked
at Deutsche Bank in the Equity Division and at Ortec Consultants, the leading
Dutch ALM consultant. Els holds a Master degree in econometrics from Erasmus
University of Rotterdam and is a Registered Investment Analyst. Els Knoope is a
member of the investment committee of De Eendragt Pensioen N.V.
Tony Lally
Independent (Australia)
Phone:
Email:
+61.44.775.3126
tonylally10@gmail.com
Director
Tony has been CEO of Sunsuper since 2007. He has led the transformation of the
fund through a number of strategic initiatives which included in-sourcing all
member services. The fund provides an integrated member service model with
includes the provision of information, advice and financial planning designed to
maximise retirement benefits. Tony has over 30 years senior executive
experience in the insurance, superannuation and wealth management industries
in a number of countries. Tony spent five years based in Japan where he
developed and implemented strategic plans for funds management, actuarial
and insurance businesses throughout the Asia-Pacific region. He was previously
with a major bank for 10 years where he led Australias largest retail funds
management business. Tony is a Fellow of the Institute of Actuaries (UK), Fellow
of the Institute of Actuaries of Australia, Chair of the Board of ASFA and is a
member of the ASFA Policy Committee. He is on the Board of ICPM and has
presented papers at a number of international pension fund conferences and is
co-author of a paper on Industry Funds in Australia.
Eric Loiselet
(ERAFP) (France)
Phone:
Email:
+33.1.58.50.96.17
eric.loiselet@erafp.fr
Member of the Board

Graduated from Institut dEtudes Politiques and Paris DAUPHINE University
Eric Loiselet has been a Client Company Account Executive at Crdit du Nord
Bank, then he worked as a Senior Consultant at KPMG. He then became Manager
at Deloitte Consulting, for ten years. In 2011, Eric Loiselet joint BursonMarsteller as CSR Expert. Since 2011, Erick Loiselet has been a Board Member
and President of the Investment Policy Committee of the French public service
pension Fund ERAFP.
Page 14
Timo Lyttyniemi
Finland State Pension

Fund/Valtion Elkerahasto
(Finland)
Phone:
Email:
+358.9.2515.7010
timo.loyttyniemi@ver.fi
Managing Director
Mr Lyttyniemi joined the State Pension Fund in 2003. The State Pension Fund
has over 14 billion euros under management and is a buffer fund managing
pension assets for the state employees. The Fund has 40% invested in equities,
53 % in fixed income and 7 % in alternatives. Before joining the Fund he acted in
various positions in investment banking, including Director for Merita Corporate
Finance and Head of Capital Markets for Mandatum & Co Ltd. He has been a
Managing Director for Norvestia Plc, which is a Helsinki Stock Exchange listed
investment company. Mr Lyttyniemi is currently a member of the Management
Board of Itella Plc (Finnish Post), Itella Bank Ltd and INREV (Netherlands). He is a
Member of the Board in two foundations and chairs Aalto University Investment
Committee in Finland. He is a member of Finnish Pension Alliance investment
committee. He has a D.Sc. in economics (Helsinki School of Economics) in 1992
and his dissertation titled Essays on Corporate Capital Structure Decisions. He
has also studied at Georgetown University, Wash. DC in 1987. He has been
recently a member of the following working groups: The Finnish Corporate
Governance Code, State Consolidated Balance Sheet, Sustainable Payout for
Foundations and Capital Markets and Growth. He wrote a report titled Stateownership in 2030 What and Why? in 2011 and co-authored a book Top
Management Incentive Schemes in 2003.
Stefan Lundbergh
Cardano (Netherlands)
Phone:
Email:
+31.10 206 13 23
S.Lundbergh@cardano.com
Head of Innovation
Stefan Lundbergh is head of innovation at Cardano Risk Management and a nonexecutive board member of the Fourth Swedish National Pension Fund (AP4). In
his past he held various positions at Algemene Pensioen Groep (APG) in the
Netherlands and Skandia Life Insurance Company in Sweden. He holds a PhD
from Stockholm School of Economics
Page 15
Tony MacKenzie
Queensland Investment
Corporation Limited (QIC)
(Australia)
Phone:
Email:
+61.7.3360.6683
t.mackenzie@qic.com
Chief Strategist
Tony MacKenzie joined QIC in 2006 and is currently Chief Strategist for the QIC
Global Multi-Asset team. Tony leads the design of the investment strategies for
QIC's multi asset class portfolios focusing on portfolio construction and research.
He is responsible for driving the top down portfolio directions including stress
testing of portfolio decisions to ensure a consistent framework for risk
management and modelling is implemented across all asset classes for QIC's
multi-asset class portfolios. This modelling focuses on understanding the drivers
of asset class returns and building robust portfolios that achieve client
objectives. Tony has previously held senior roles in portfolio management and
quantitative analysis at both QIC and Queensland Treasury Corporation (QTC)
and has PhD in Applied Mathematics from the University of Southern
Queensland
Ron Monaghan
Phone:
Email:
+61.07.3016.7787
ronm@qcu.asn.au
Director
Ron is currently the General Secretary of the Queensland Council of Unions he
has held this position since December 2007. Prior to this Ron was the
Queensland State Secretary of the Liquor, Hospitality and Miscellaneous Union a
position he held from 2000 - 2007. Ron is a graduate of Macquarie University and
has served on the boards of Intrust Super, Energex, and Workcover . Ron also sits
on the executive of the Australian Council of Trade Unions. Ron was appointed as
a Director of Sunsuper in 2007.
Bernard Morency
Caisse de dpt et
placement du Qubec
(Canada)
Phone:
Email:
+1.514.982.5727
bmorency@lacaisse.com
EVP and Chief Operating Officer

As Executive Vice-President, Depositors, Strategy and Chief Operations Officer,
Bernard Morency supervises the teams responsible for depositors' accounts,
strategic planning, operations and information technology. As part of his duties,
he oversees relations between the Caisse and its 30 depositors and manages the
development and implementation of the institution's three-year strategic plan
and annual business plans. He also sits on the Executive Committee.
Page 16
Brendan Mulkern
Universities
Kingdom)
Phone:
Email:
+44.151.478.7171
brendan.mulkern@uss.co.uk
Head of Policy & External Affairs

Mr Brendan Mulkern is the Head of Policy and External Affairs for Universities
Superannuation Scheme Limited, the corporate trustee of USS, the largest
private sector pension fund in the UK. USS is a national multi-employer scheme
for university academics and related staff. Brendan has worked in the pensions
industry for 24 years, and was employed previously in various posts in local
government, latterly as Pensions Manager at Lancashire County Council. He took
up employment at USS in October 2001, occupying the role of Pensions Policy
Manager for eight years before more recently taking up his current role, being
responsible for the full range of legislative, benefit design and communication
issues affecting USS.
David Neal
Australia Future Fund

(Australia)
Phone:
Email:
+61.3.8656.6400
david.neal@futurefund.gov.au

David Neal is the Chief Investment Officer at the Future Fund and is responsible
for the management and leadership of the Investment Policy team who invest
the assets of the Future Fund, the Building Australia Fund, the Education
Investment Fund and the Health and Hospitals Fund. David joined the Future
Fund in June 2007 from Watson Wyatt Australia where he was Head of
Investment Consulting. David spent 15 years with Watson Wyatt where he
started his career in the United Kingdom and moved to Australia to establish and
lead the firm's investment consulting business in Australia. David is a current
member of the Hedge Fund Standards Board. David graduated from St Edmund
Hall, Oxford, with an MA Hons in Electronic and Structural Materials Engineering.
Page 17
Deborah Ng

Plan Board (OTPP)
(Canada)
Phone:
Email:
+1.416.730.5363
deborah_ng@otpp.com
Assistant Portfolio Manager, Asset Mix and Risk

Deborah Ng is a Portfolio Manager, Strategy & Asset Mix, with the Ontario
Teachers' Pension Plan. Current areas of focus for Deborah and her team include
the research, evaluation, and introduction of innovative asset allocation
strategies that are designed to help meet the Plans long-term liability objectives,
as well as, framework and guideline development and implementation oversight
for the Plans responsible investment initiatives. She also provides input and
support for the annual strategic investment plan and medium-term risk
management. Prior to joining Teachers, Deborah founded Acuity
Communications, assisting investment firms such as UBS Securities, CIBC WM,
and Desjardins Securities with their investment research requirements. Deborah
was awarded with Directors Award from the Rotman School of Management,
University of Toronto where she obtained her Master of Finance (with high
distinction). She is also a CFA charter holder.
Mike Powell
Universities
(USS) (United Kingdom)
Phone:
Email:
+20.7.972.6342
mpowell@uss.co.uk
Head of Private Markets Group

USS Investment Management (USSIM) is the wholly investment management
subsidiary of the Universities Superannuation Scheme (USS). USS is the principal
pension fund for the UK university sector and has approximately 38 billion in
assets. USS currently has approximately 8 billion invested across private
markets. Mike has overall responsibility for the Private Markets Group and is
Chairman of the Private Markets Investment Committee. He is also a member of
the USSIM Executive Committee and Investment Policy Committee. Prior to
joining USS, Mike spent the majority of his career at Shell Pensions Management
Services Limited in a variety of investment roles, latterly as the Head of Strategy.
Mike graduated with a first class honours degree in Economics from the
University of Warwick.
Page 18
Sudhir Rajkumar
World Bank (Worldwide)
Phone:
Email:
+202.288.7934
srajkumar@worldbank.org
Head Pension Adviory Management

Sudhir Rajkumar is head of the global pension advisory program at the World
Bank Treasury. He leads advisory activities for public pension funds and other
long-horizon multi-asset class investors seeking to build global investment
operations, and has served as a senior advisor to several such funds and
institutions. During 24 years in global investments, Mr. Rajkumar has managed
various asset portfolios of the World Bank Group, its official sector institutional
clients, and World Bank pension funds; formulated asset allocation and
investment strategy; hired and managed external investment managers; and led
teams originating and executing project finance and private equity transactions,
as well as corporate finance and privatization mandates, in emerging markets in
Asia and Europe (with the International Finance Corporation). Mr. Rajkumar
holds an MBA from University of Chicago, a M.Sc. in economics from the London
School of Economics, a B.Sc. in engineering from University of Delhi, and a CFA
charter. He serves on the Advisory Committee on Investments of the Food and
Agriculture Organization of the United Nations, and served on the Investment
Committee of the UN World Food Programme from 200410. Mr. Rajkumar is an
author and co-editor of the book "Governance and Investment of Public Pension
Assets: Practitioners Perspectives" published by the World Bank.
Timo Ritakallio
Ilmarinen (Finland)
Phone:
Email:
+358.10.284.3838
timo.ritakallio@ilmarinen.fi
Deputy CEO
Timo Ritakallio is Deputy Chief Executive Officer and Chief Investment Officer at
Ilmarinen Mutual Pension Insurance Company. He has worked for Ilmarinen
since August, 2008. Ilmarinen is a leading pension insurance company in Finland
with EUR 30 billion total assets. Before the current position at Ilmarinen, Timo
Ritakallio has worked for 20 years in various top management positions in the
banking industry. He has taken Masters degree in law (LL.MM.) in the University
of Turku in 1985, Master of Business Administration (MBA) in Helsinki University
of Technology, Helsinki in 2001 and AMP (Advanced Management Program) in
Harvard Business School, Boston, USA in 2006.
Page 19
Tom Rotherham-Winqvist
Institutional Investors
Roundtable (IIR) (United
Kingdom)
Phone:
Email:
+44.773.426.2679
trotherham@quebeccityconference.com
Director
Tom is Director at the Institutional Investors Roundtable (IIR), where he is
responsible for projects and innovation. The IIR helps pension funds and SWFs to
collaborate on direct, private market investing including by hosting two meetings
per year. The IIR's founding members are: ADIA, AIMCo, CIC, CDC International,
CPP-IB, La Caisse (Quebec), OTPP, RDIF (Vnesheconombank), TIAA-CREF and QIC.
Prior to joining the IIR, Tom spent four years as Director, Private Markets at
Hermes Equity Ownership Services (EOS), whose owner is the BT Pension
Scheme. Tom was BTPS representative in ILPA and founding Chair of the UNPRI
Private Equity Steering Committee.
David Russell
Universities
Kingdom)
Phone:
Email:
+44.20.7972.6390
drussell@uss.co.uk
Co-Head Responsible Investment

David Russell co-heads the Responsible Investment Team of USS Investment
Management (USSIM), the fund manager for Universities Superannuation
Scheme, where he has worked since 2001. USS is the second largest pension
fund in the United Kingdom, with assets in excess of 33 billion and over 280,000
members. USS has a Responsible Investment (RI) team of six and a RI strategy
which focuses on integrating extra financial factors into its investment processes
across asset classes, and on engaging with public equities and other assets where
these issues pose a risk to the funds investments. David is a Board member of
the PRI Association. He also sits on the British Venture Capital Association
Responsible Investment Advisory Board, and is a Steering Committee member of
the Institutional Investors Group on Climate Change (IIGCC). He is also a member
of the Royal Institute of Charters Surveyors (RICS) Valuation and Sustainability
Group. David has previously worked as an Environmental Manager for a UK retail
company, and was for five years a University lecturer in Environmental
Management. He has a Masters Degree in Environmental Impact Assessment.
Page 20
Will Sandbrook
National Employment
Savings Trust (NEST)
(United Kingdom)
Phone:
Email:
+44.203.056.3912
will.sandbrook@nestcorporation.org.uk
Director of Strategy, Research and Analysis

Will has been Director of Strategy at NEST since 2011 having previously led the
Corporate Affairs team. He is responsible for strategic planning and
performance, public policy and financial and business volume forecasting.
Through Wills role at NEST he also sits on the International Center for Pension
Managements Research Committee. Before coming to NEST, Will was a senior
policy analyst in the Department for Work and Pensions, working on various
aspects of UK social policy, including pension reform. Outside of NEST, he is a
trustee of the charity Victim Support.
Philippe Soubirous
(ERAFP) (France)
Phone:
Email:
+33.1.44.83.65.55
philippe.soubirous@erafp.fr
Vice President
By a decree published on March 29 2012, Mr. Philippe Soubirous has been
appointed as the new Vice President of the Board of ERAFP, the French Public
Service Additional Pension Scheme. Mr. Soubirous holds a Masters Degree in
Public Low from Paris XI University. He is Administrative Officer within the
Human Resources Department of the Ministry of Defense. He is Employee
Representative for the Public Service (Force Ouvrire French Trade Union). In
addition, Mr. Philippe Soubirous seats on various boards such as the French
National School of Administration (ENA); the Voluntary and Complementary
public pension scheme (Prefon), and the French Pension Advisory Council
(C.O.R.).
Onno Steenbeek

(APG) (Netherlands)
Phone:
Email:
+31.20.60.49122
onno.steenbeek@apg.nl
MD ALM and Client Risk Management

Onno Steenbeek (1967) is managing director of ALM and Client Risk
Management at the All Pensions Group (APG) in The Netherlands. This
department plays a central role in the determination of the financial strategy for
associated pension funds which manage a total of more than 350 billion. The
department is also responsible for various current research projects, such as
pension contract redesign and longevity modelling. One day a week Steenbeek is
Professor of Pension Fund Risk Management at the Erasmus School of Economics
in Rotterdam. Apart from lecturing on various finance subjects, he conducts
academic research and publishes articles in the pensions management field.
Onno is Co-Chair of the Rotman ICPM Research Committee.
Page 21
Paul Trickett

Company (United
Kingdom)
Phone:
Email:
NA
clare.bennett@rpmi.co.uk
Trustee
Paul is currently Chair of Railpen Investmnets he also chairs the trustees of 3 UK
pension schemes, the Zurich UK pension plan and the Legal and General
Mastertrust. He is a board member of Aberforth Smaller Companies Investment
Trust, Insight Investment and Thomas Miller Investment and an adviser to Muse
Advisory. Prior to his non executive career Paul was Managing Director at
Goldman Sachs Asset Management, head of the EMEA investment consulting
business at Towers Watson and Chief Executive of the British Coal pension
schemes
Mark Tume
New Zealand
Superannuation Fund
(New Zealand)
Phone:
Email:
+64.9.300.6980
mark.tume@gmail.com
Director
Mark Tume was appointed to the Board of the Guardians of New Zealand
Superannuation in April 2006. His term of office expires on 30 April 2016. Over
his 20-year career, Mark has held a variety of senior roles within the finance
sector, in areas such as investment management, capital markets, asset and
liability management, and risk control. Mark holds a number of directorships,
including New Zealand Oil and Gas, the New Zealand Refining Company Limited
and Infratil Limited. Mark holds a Bachelor of Business Studies, a Diploma in
Banking Studies (Treasury Management) from Massey University, and a Hunter
Fellowship from Victoria University was appointed to the Board of the Guardians
of New Zealand Superannuation in April 2006.
Page 22
Roger Urwin
Towers Watson (United

Kingdom)
Phone:
Email:
+44.01737.284849
roger.urwin@towerswatson.com
Global Head of Investment Content

Roger assumed the new post of Global Head of Investment Content at Towers
Watson in July 2008 after acting as the Global Head of the investment practice
from 1995 to 2008. Roger joined Watson Wyatt in 1989 to start the firm's
investment consulting practice and under his leadership the practice grew to a
global team of over 500. His prior career involved heading the Mercer
investment practice and leading the business development and quantitative
investment functions at Gartmore Investment Management. Rogers current role
includes work for some of the firm's major investment clients both in the UK and
internationally. He leads the firms work on transformational change and has
conducted major strategic reviews at a number of global leading funds. He is
also involved with the Towers Watson thought leadership group (Thinking Ahead
Group). His investment innovations include three global firsts: the origination of
the first target date DC funds (in 1988), the risk budget framework (in 1999) and
the governance budget framework for assessing asset owner organisational
effectiveness (in 2007). He is also the author of a number of papers on asset
allocation policy, manager selection and governance and sustainability. He is on
the Board of the CFA Institute and an Advisory Director to MSCI Inc. Roger has a
degree in Mathematics from Oxford University and a Masters in Applied
Statistics also from Oxford. He qualified as a Fellow of the Institute of Actuaries
in 1983
Jaap van Dam
PGGM (Netherlands)
Phone:
Email:
+31.30.277.1123
Jaap.van.Dam@pggm.nl
Chief Strategist, Managing Director

As Managing Director Strategy, Mr. Van Dam is responsible for the Strategic
Asset Allocation and the Investment Plan for the clients of PGGM Institutional
Business. He is a member of the ALM, Investment and Allocation Committees
and of the Management Team of PGGM Institutional Business. Mr. Van Dam is a
member of the ICPM Research Committee, the Investment Board of the Dutch
Society of Industry Pension funds (Pensioenfederatie) and the EDHECRisk
Institute International Advisory Board. He graduated in 1987 from Rotterdam
Erasmus University where he studied Finance. Mr. Van Dam started at PGGM
Investments in 2005 as Head of Inhouse Equities. In 2006 he was appointed Chief
Strategist.
Page 23
Casper van Ewijk
Netspar (Netherlands)
Phone:
Email:
+31.13.466.2678
c.vanEwijk@uvt.nl
Chairman of the Board

Casper van Ewijk (1953) is professor in economics at the University of
Amsterdam and director of Netspar, the Network for Studies on Pensions, Aging
and Retirement (www.netspar.nl). Until October 2013 he was deputy director of
CPB Netherlands Bureau for Economic Policy Research and member of the Social
Economic Council of the Netherland. Currently, he is a member of the board of
advisors of the Dutch Healthcare Authority. Casper van Ewijk has published on
pensions, aging and budgetary policy.
Michiel van Leuvensteijn

(APG) (Netherlands)
Phone:
Email:
+31.20.604.9174
michiel.van.leuvensteijn@apg.nl
Corporate Strategy and Policy, Senior Economist

Michiel van Leuvensteijn graduated from the VU University Amsterdam in 1991
and received his PhD in Economics at Utrecht University in 2009. Before joining
CPB Netherlands Bureau for Economic Policy Analysis in 2000 as Senior
Economist, he was affiliated with the Ministry of Social Affairs and Employment
in the Netherlands. In 2006, he has been engaged in research on the nature of
competition in EU insurance and banking markets as Expert at the European
Central Bank. Currently, he is Senior Policy Advisor at APG, Department
Corporate Strategy and Policy, and at this juncture working together with the
OECD on pension contracts & governance and representing APG as Sherpa in the
Long Term Investors Club in Paris.
Page 24
Joop van Lunteren
ABP (Netherlands)
Phone:
Email:
+31.6.5247.4646
lunteren@wxs.nl
Vice Chair Board of Trustees

Joop N. van Lunteren, Llm. (1945) graduated in Tax Law and Public Finance at
Leyden University in 1970. He started his professional career in the Ministry of
Finance and the Tax Administration as a tax inspector. Between 1974 and 1984
he held a number of positions in fields as HRM, training and Corporate
Communication. In 1984 Van Lunteren became Deputy Director-General of the
Netherlands Tax and Customs Administration. In that position he was i.a.
responsible for informatization and organizational development. From 1993 to
2000 Van Lunteren was Director-General, Chairman of the board of the
Netherlands Tax and Customs Administration. From 2000 till 2002 he managed
the creation of UWV, the national social security agency.As of January 2002 Joop
van Lunteren is associated with PBLQ HEC, a consultancy firm that works in the
field of strategy, management and ICT in the public sector and as of 2013 he is
also Senior Advisor to The Boston Consulting Group. Van Lunteren is a member
of the Board of Trustees of ABP, one of the world's three largest pension funds,
chairman of the advisory board of a large government agency in the field of
education and member of the supervisory board of an Investment Fund for
public private partnerships. Between 2002 and 2010 he was non-executive
Chairman of CBS, the Netherlands National Bureau of Statistics. Since 2001 he
occasionally takes part in IMF and World Bank missions as an expert on tax
administration.
Page 25
Benne van Popta
MN
Phone:
Email:
+31.6.113.51722
bennevanpopta@bureaubpfd.nl
Chair
Benne van Popta was born in The Netherlands. He studied macro-economics,
public finance and political economics (1970 1976). He worked at the Ministry
of Finance for thirteen years (Treasury, 1976-1979; Budget Department, 1986
1995; lastly as deputy director for Budget Affairs) and was Chief Economist at the
Secretariat of the Social and Economic Council (one of the two social dialogue
institutions in The Netherlands) for six years (1980 1986). In 1995 he joined the
small business organization MKB-Nederland. There, Mr. van Popta was Director
Economic and Social Affairs, Director European Affairs and CFO. On behalf of this
organization he was a member of the Board of UEAPME (the European
Association of Craft, Small and Medium-sized Enterprises), where he served two
terms as a Vice-President, responsible for European social affairs and European
social dialogue. Since 2000 he has chaired the Pension Fund for the Retail Sector
on behalf of the employers organizations in the retail sector, and from 2011 he
is the employers chair of the Pension Fund for Small Industry, on behalf of the
employers organizations in the small industry sector. (These sectoral employers
organizations are members of MKB-Nederland). He was the representative of
MKB-Nederland in the recent round of negotiations (2010/11) on pension reform
in The Netherlands. He is also a member of the Board of the recently founded
Pension Federation in The Netherlands and is the employers chair of the Dutch
Association of Industry-wide Pension Funds (2005). In May 2011, he was elected
Vice-Chair of the Occupational Pensions Stakeholder Group at the European
Insurance and Occupational Pensions Authority, EIOPA. In autumn 2011 Mr van
Popta has joined the board of the EFRP (European Federation of Retirement
Provisions) on behalf of the Dutch Pension Federation.
Rosemary Vilgan
QSuper (Australia)
Phone:
Email:
+61.7.3237.0201
Rosemary.Vilgan@qsuper.qld.gov.au

Ms Rosemary Vilgan is Chief Executive Officer of QSuper. Ms Vilgan worked in
various roles at QSuper culminating in her appointment as CEO in 1998. As part
of this role she is CEO of QSuper Limited and CEO of QSupers financial planning
subsidiary, QInvest Limited. She was an elected director of the Association of
Superannuation Funds of Australia (ASFA) and served six years as Chairman of its
Board. Other current roles include the Queensland Government Superannuation
Officer, a Council member and Chair of the Audit and Risk Management
Committee of the Queensland University of Technology and a member of the
Federal Treasurers Financial Services Advisory Council (FSAC).
Page 26
Theodore Waddelow
Albright Capital
Management (USA)
Phone:
Email:
+1.202.637.3679
twaddelow@albrightstonebridge.com
Associate
Theodore Waddelow is an Analyst at Albright Stonebridge Group (ASG), where
he supports the activities of the firms Chair, former U.S. National Security
Advisor Samuel R. Berger. Previously, Theodore was an Associate in ASGs Middle
East Practice, where he helped build the firms knowledge management
platform. Prior to joining ASG, he was awarded a Fulbright Fellowship by the U.S.
government, and researched environmental change and related social issues in
Bahrain. Theodore earned his BA at Oberlin College.
Jim Walker
Healthcare of Ontario
Pension Plan (HOOPP)
(Canada)
Phone:
Email:
+1.416.350.4771
jwalker@hoop.com
Managing Partner
Jim Walker is the head of the private capital group at one of Canadas largest
pension funds. More specifically, Jim is the Managing Partner of HOOPP Capital
Partners which is the private capital group within the Healthcare of Ontario
Pension Plan (HOOPP). Prior to that, Jim had co-founded and was a Managing
Director of Callisto Capital, a mid-market Canadian private equity firm working
with management teams to build industry-leading businesses. Prior to Jims
private equity career, he was a senior officer (including President and Chief
Executive Officer) of Gentra Inc., a leading publicly traded property investment
and real estate merchant banking operation. Before joining Gentra, Jim was a
partner with the law firm of Fraser & Beatty (now part of Dentons), specializing
in mergers and acquisitions and securities law. Jim has a B.Comm. from
University of Toronto (Trinity College )and a LLB. from Queens University.
Laurence Waring
Alberta Local Authorities

Pension Plan Corp
(ALAPP) (Canada)
Phone:
Email:
+1.780.797.3123
laurence.waring@lapp.ca
Vice President Investments

Laurence Waring is the Vice President, Investments. Laurence has extensive
experience in the field of investment management, most recently with his own
consulting firm Waring Advisory Services, Inc. Previously, Laurence was the
Director, Investments for the Universities Academic Pension Plan (UAPP), and
the Director, External Fund Management for the Government of Albertas
Finance Department.
Page 27
Richard Williams

Company (United
Kingdom)
Phone:
Email:
+31.207.220.5025
NA
CIRO
Richard joined RPMI in 2014 and is part of the investment leadership team,
focussing primarily on all aspects of investment risk. Richard was most recently a
partner at BlueCrest Capital Management (UK) LLP and previously Chief
Investment Officer of Fischer, Francis Trees & Watts and at both firms managed
multi-sector global fixed income portfolios on behalf of RPMI. He is a Fellow of
the Institute and Faculty of Actuaries and is Chairman of CBF Church of England
Funds.
Helene Winch
Principles for Responsible

Investment (United
Kingdom)
Phone:
Email:
+31.203.714.3141
helene.winch@unpri.org
Director of Policy and Research

Helene Winch joined the United Nations-supported Principles for Responsible
Investment (PRI) in October 2013 as Director of Policy and Research and is
responsible for the PRIs newly formed policy and research work stream,
supporting signatories to identify and overcome barriers that currently prevent
financial markets from functioning more sustainably. She was previously Head of
Policy at BT Pension Scheme Management Ltd, the executive company and
investment advisor to the 40bn BT Pension Scheme (BTPS). BTPS is one of the
largest defined benefit pension schemes in the United Kingdom and a founding
signatory of the PRI. In this role, Helene held discussions with governments and
regulators on behalf of BTPS and developed the pension schemes sustainable
investment strategy. She previously held investment roles at Hermes Fund
Managers as a portfolio manager for the 1bn Hermes commodity fund, at Refco
managing pension scheme commodity allocations, and at ANZ Investment Bank
and Rabobank. She has also held board positions at IIGCC (Institutional Investors
Group on Climate Change) and Hermes EOS. Ms. Winch has an MSc in Maths and
Finance from Imperial College, London and an MA in Engineering Science from
Cambridge University
Page 28
Barbara Zvan

Plan Board (OTPP)
(Canada)
Phone:
Email:
+1.416.730.6364
barbara_zvan@otpp.com
Chief Investment Risk Officer, SVP Asset Mix & Risk

Barbara Zvan works for the Ontario Teachers Pension Plan as Senior VicePresident, Asset Mix and Risk and is also the plans Chief Investment Risk Officer.
Barbara and her team of investment professionals oversee the development of
the funds long-term investment strategy based on the economic outlooks, asset
and liability matching, and risk analysis. She assists both the Executive Team and
the Board of Directors with the management, measurement and reporting of
investment risk for the fund through her role as Chief Investment Risk Officer,
membership on the Executive Team and participation in the Enterprise Risk
Management Committee. Barbara also works in partnership with the Province of
Ontario and the Ontario Teachers Federation on issues surrounding pension
funding. Barbara joined Teachers in 1995 as Assistant Portfolio Manager and
rose steadily through the ranks to her current position on the Executive Team.
She is a Fellow of both the Society of Actuaries and the Canadian Institute of
Actuaries and is also a Chartered Enterprise Risk Analyst. Barbara is the current
Board Chair of Rotmans International Centre for Pension Management (ICPM).
Page 29

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