Ian Taylor, CFA
Ian is responsible for managing strategic and tactical asset allocation for more than $20 billion in MD portfolios, its Fund of Funds, and alternative investments. He also leads the research and analyses behind MD's investment views. He is a graduate of the University of Guelph with a commerce degree specializing in management economics in industry and finance. Ian is a CFA Charterholder and was previously the Education Chair for the CFA Society Ottawa.
Sid Rajan, CFA
Sid Rajan is currently a Risk Manager at Canada Deposit Insurance Corporation (CDIC). In this role, he is responsible for assessing the risks associated with a portfolio of Canadian financial institutions, as well as the overall Canadian financial system. He has also contributed to advancing Canada's response to banks being "too-big-to-fail". Sid's prior experience in the financial sector includes work at the Bank of Canada as well as Export Development Canada. Sid is a graduate of Queen's University's Master of Finance (MFin) program and holds a BComm specializing in Finance from the University of Ottawa. Sid has been a CFA Charterholder since 2011 and has been an active Society volunteer since 2017.
Kevin Pei, CFA
Kevin is an Investment Officer at Global Affairs Canada. His main responsibilities include sovereign credit analysis and transactions structuring for Canada's Sovereign Loans Program and Innovative Finance Program. In this role, he also advises on impact investment projects and works with international partners, multilateral institutions, and Canadian Missions abroad to advance Canada's interests and international assistance efforts. Kevin holds a BA Honours Economics and Finance degree from the University of Waterloo. Kevin is a CFA Charterholder and has been a volunteer with the CFA Society Ottawa since 2016.
John Harvey, CFA
John is the Manager, Public Investments for the Nunavut Trust. In this role, he focuses on research, manager selection, and portfolio monitoring/implementation. John is a CFA Charterholder, CAIA Chaterholder, and holds a Certificate in Investment Performance Measurement. He graduated from Carleton University with a B.Com. in accounting and finance. John has been an active society volunteer since 2017.
Sean Kulik, CPA,CA,CFA,CAIA
Sean has been a CFA Institute member since 2011. He is the Managing Director, Investments at Nunavut Trust, a closed endowment based in Ottawa. Sean focuses on overall asset allocation, manager selection, risk management, and portfolio monitoring. Sean is actively involved in the CFA Society of Ottawa, the CAIA Canada Chapter, and he currently sits on the investment committee for the University of Ottawa Telfer Capital Fund, and the Friends of the Ottawa Public Library. Sean holds a BComm from the University of Ottawa, is a CFA Charterholder, a CAIA Charterholder, and also a Chartered Accountant.
EXECUTIVE COMMITTEE (CHAIRS)
Program Chair: Daniel Kirshner
Education Chair: Tarek Kassem, CFA, CIPM, CAIA
Employer Engagement Chair: Sid Rajan, CFA
Public Awareness & Membership Chair: Graham Edwards, CFA
Communication Chair: Mason Hoseini
Women In Investment Management - Maral Chukhalkhuu VOLUNTEER SUPPORT
Financial Literacy Support: Inkosi Lufu-Ncube and Oussama Hidane
uOttawa Relations: Tarek Kassem
uCarleton Relations: Yuriy Zabolotnyuk