President
John Harvey, CFA, CIPM, CAIA
John is the Manager, 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. In his spare time John enjoys backcountry snowboarding, hiking, canoeing, and cycling.
Vice President
Kathryn Laflamme
Kathryn is a manager at Canada Deposit Insurance Corporation (CDIC), specializing in comprehensive risk and resolution assessments for Canadian deposit-taking institutions. Before joining CDIC, she gained nearly a decade of experience at Canada Mortgage and Housing Corporation (CMHC), advancing through various roles in insurance operations, risk management, policy analysis, and product development. Kathryn is a CFA Charterholder and holds dual Master’s degrees in Finance and Public Administration from Queen’s University. She also serves as a member on the Canadian Advocacy Council and is fluent in English and French.
Treasurer
Daniel Kirshner, CFA
Daniel is an Associate in Export Development Canada’s Investments group. He works on multi-sector direct and fund investments in both the venture capital and mid-market private equity space. He has prior experience in corporate lending and consulting. Daniel is a CFA Charter holder and holds a B.Com. in Finance from the University of Ottawa. He was previously the Vice President and Program Chair for the CFA Society Ottawa.
Secretary
Kevin Pei, CFA, MFin
Kevin is a Senior Investment Officer at Global Affairs Canada. In this role, he leads the structuring and negotiation of bilateral and multilateral sovereign loan agreements between Canada and borrowing countries, advancing Canadian foreign policy goals and diplomatic interests. A CFA Charterholder, Kevin holds an Honours Economics and Finance degree from the University of Waterloo and a Master of Finance degree from Queen’s University. He is also an active member of the investment community, having held various roles with CFA Society Ottawa over the years.
Past President
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.
| Executive Committee (Chairs) |
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| Poppy Rui |
Program Chair |
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| Inkosi Lufu-Ncube |
Membership & Public Awareness Chair |
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| Vlad Vassilyev |
Communications Chair |
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| Miranda Friesen |
Women in Investment Management Chair |
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| Yuriy Zabolotnyuk, PhD, CFA, FRM |
University Outreach - Carleton |
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| Tarek Kassem |
University Outreach - uOttawa |