Robert Boyda,
Head of Capital Markets and Strategy
Manulife Asset Management.
Robert Boyda is head of Capital Markets and Strategy, co-head of the
Portfolio Solutions Group’s (PSG) asset allocation team for North America
and a senior portfolio manager at Manulife Asset Management. The Capital
Markets and Strategy Group is responsible for Manulife's secular and
cyclical economic and capital market forward-looking views. PSG is
responsible for the development and growth of Manulife’s asset allocation
solutions for individual and institutional investors in the US, Canada, and
Asia. Solutions include individual target date and target risk strategies,
alternative and international asset allocation portfolios, and highly
customized corporate pension plans. Bob is responsible for both economic
and capital markets strategy as well as portfolio management of John
Hancock's Lifestyle and Lifecycle portfolios.
Previously, Bob was senior vice president, investment management
services, for John Hancock Financial, the US division of Manulife Financial
Corp. In 1994 he originated what are now John Hancock's Lifestyle funds
and developed the framework for the IMS function responsible for
sourcing, performing due diligence and replacing third party managers for
John Hancock.
Education: University of Western Ontario, Honours Bachelor of Arts
Joined Company: 2010
Joined Manulife Financial: 1994
Began Investment Career: 1979
Presentation
Martin Gerber, CFA,
President, CIO & Chair,
Risk Management Committee
Connor Clark & Lunn Investment Management
Martin began working at Connor, Clark & Lunn Investment Management
Ltd. (“CC&L”) in 1991 as an analyst. Over the ensuing 10 years Martin had
a broad range of responsibilities including equity trading, fundamental and
quantitative research, strategy and portfolio management. Martin was
appointed Vice-President in 1994 and became a Director of CC&L in 1999.
Since 2000, Martin has been Head of the Quantitative equity team. In 2013,
Martin was appointed President and Chief Investment Officer and Chair of
the Risk Management Committee of CC&L.
Martin is on several non-for profit Boards and Committees.
Moderator
Jeremy Bell, CFA
Partner,
George and Bell Consulting
Jeremy has worked in the pension, benefits and investment fields for 15 years. He advises clients on
actuarial and investment matters related to pension and benefit plans. He also advises lawyers and provides
expert witness testimony.
Jeremy has enjoyed varied experiences in the actuarial and investment fields. Most recently, as Chief
Actuary and Chief Investment Officer of Healthcare Benefit Trust he was responsible for setting contribution
rates and reserves and overseeing the investments of the $1 billion health and welfare trust.
Prior to his role at Healthcare Benefit Trust, he gained pension and investment experience working at major
consulting firms. He was the Western Region leader of Investment Consulting for an international consulting
firm. In this role, he advised institutional investors (i.e., pension, disability, automobile insurance, and
foundations) with assets totaling $30 billion on asset mix, investment managers and investment policies and
procedures. In a previous role at another international consulting firm, he consulted on liability and
regulatory issues for pension plans.
Jeremy is a frequent speaker at industry events. Recent speaking engagements include: Canadian Pension &
Benefits Institute, Federated Press, Canadian Institute of Actuaries and the Canada Cup of Investment
Management.
QUALIFICATIONS & EDUCATION
Jeremy is a Fellow of the Canadian Institute of Actuaries and is a Fellow of the Society of Actuaries. He is
also a Chartered Financial Analyst charterholder.
Jeremy is active with the Canadian Institute of Actuaries. His volunteer commitments include:
- Chair, Post-Employment Benefits Committee
- Member, Group Insurance Committee
- Member, Continuing Education Committee
- Member, Continuing Education Group Sub-Committee
- Chair, Task Force charged with drafting CIA Public Policy on Self-Funded Long-Term
Disability Plans.
Jeremy is also a current or former member of the following boards/committees:
-
Member, British Columbia Municipal Pension Board of Trustees (former)
-
External Investment Committee Member, Alberta Public Service Pension Board
(current)
He graduated from the University of Victoria in 2000 with a Bachelor of Science in Honours
Mathematics.
He earned the Jubilee Medal from the University of Victoria, awarded to the student
with the highest graduating grade point average in the Faculty of Science.
Event Details
5:00 pm - 6:00 pm
Cocktail Reception in the Palm Court
6:00 pm - 7:15 pm
Dinner Service
President's Address
2014 Best Forecaster Award
7:15 pm - 8:30 pm
Our Forecasters' Predictions for 2015
8:30 pm - 9:00 pm
Audience Questions, followed by Closing Remarks
9:00 pm - onwards
Cactus Club Café, 1125 Douglas Street
Event Cost
Single Tickets $150
Tables (8 people) $1,200
