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.
Vice President
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.
Treasurer
Maral Chukhalkhuu
Maral is an Investment Counsellor at RBC PH&N Investment Counsel, specializing in comprehensive discretionary investment management for high-net-worth clients, families and owner-managed businesses. A CFA charter holder and advocate for gender diversity in the investment management profession, Maral earned her Bachelor of International Business degree from the Sprott School of Business at Carleton University. Maral was previously the Women In Investment Management Chair for the CFA Society, and has been an active society member since 2017. She is fluent in English and Mongolian, and speaks some French and Japanese as she enjoys learning about new cultures and languages.
Secretary
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.
Past President
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)
Daniel Kirshner.............................................................................Program Chair
Inkosi Lufu-Ncube........................................................................Membership & Public Awareness Chair
Mason Hoseini .............................................................................Communications Chair
Kathryn Laflamme…………………………………………………………..Women in Investment Management Chair
Tyson Rigg………………………………………………………………………Strategic Initiatives Chair
Tarek Kassem, CFA, CIPM, CAIA...............................................Education Chair
Yuriy Zabolotnyuk, PhD, CFA, FRM..........................................University Outreach - Carleton
Tarek Kassem.................................................................................University Outreach - uOttawa