Chelsea joined BCI, one of Canada’s largest institutional investors in 2014, and her current role is Senior Manager, Client Relations. Chelsea’s primary responsibility is advising the statutory pension clients and trust funds on investment matters, including performance, strategy and policy. Prior to joining BCI, Chelsea has 15 years of experience in capital markets (venture capital, equity research, corporate lending) including as Director at CIBC World Markets. She has also led the financing and investor relations function at BC Ferries. Chelsea has a Bachelor of Commerce and holds the Chartered Financial Analyst (CFA) designation. Chelsea has been involved for several years on the CFA Society Victoria board as the chair of Public Awareness, Vice President, and is currently President.
Bio coming soon.
Mark Stephenson is a treasury analyst at the University of Victoria. He received his BA in Economics with a Business minor from the University of Victoria, and is a CFA Charterholder. Prior to working at UVic, Mark has worked in investment services at a private lending firm, as well as an analyst at a real estate development company. At UVic, Mark is responsible for managing the University’s short term investment fund, forecasting operating cash flow requirements, as well as administering the Applied Portfolio Management Program. As Treasurer for CFA Society Victoria, his duties include drafting the budget for the year, ensuring invoices are paid, and providing monthly financial updates to the board. When Mark is not at work or working on the Society budget, he is likely out exploring Vancouver Island, or training for his next ultramarathon.
Asif Chinoy, CA, CFA is a Manager with the Investment Operations team at BCI, which brought him to Victoria in 2017. Asif has over 20 years’ experience in the middle and back office space in the investment management industry. Prior to BCI, he was a senior manager within the operations department at the Abu Dhabi Investment Authority. Asif holds the Chartered Accountant and the Chartered Financial Analyst designations.
Prior to joining the Macro Investment Research team within the Investment Strategy & Risk team, Johann was part of BCI’s Corporate & Investor Relations department, assisting clients with more than $19 billion in assets meet their investment goals. Johann has over 10 years of experience in economic analysis and forecasting. Johann holds a Bachelor of Science and Master of Arts degrees in Economics from the University of Victoria, as well as the Chartered Financial Analyst designation.
As an Associate Portfolio Manager at BCI, Leon is experienced in institutional asset management through a quantitative approach. Specifically, Leon holds a Master’s of Science in Finance from the University of British Columbia and is a CFA charterholder. He is an active member of the investment committee in Victoria; and outside of his professional interest and community involvement, Leon enjoys traveling and photographing all the different cultures.
Sang is a Partner in KPMG’s Enterprise practice in Victoria with more than 20 years of experience providing audit and tax services to a wide range of clients. In 2007 Sang was recognized with an Early Achievement Award from the Institute of Chartered Accountants of British Columbia for his professional accomplishments and contributions to the community.
Brent Beagle currently works as a Realtor® and has helped over 500 people buy and sell their homes and investment properties. Brent enjoys helping others as a volunteer. He really adores teaching high school students about entrepreneurship and how to set up a business as part of the Junior Achievement program. Prior to his life in real estate, Brent was employed in various management positions including the general manager of a private business college. Brent attended school in Victoria in the 1980s and has lived about half his life in fabulous city. Brent loves his life with his beautiful wife Joanne in this paradise we are so lucky to call home.
Russell Foster is an Investment Counsellor with RBC PH&N Investment Counsel. Prior to joining the firm, Russell held several senior roles at RBC in Vancouver and New York. Russell graduated from Simon Fraser University with a Bachelor’s Degree in Business Administration and is a CFA charterholder. A strong believer in community, Russell is actively involved in the not-for-profit sector, regularly mentors university students and has helped raise funds for the BC Children’s Hospital and the United Way. Originally from Vancouver Island, Russell resides in Victoria with his wife and two children.
Asad Rawra joined BCI as a Senior Principal in the Private Equity Group in January 2017. Prior to joining BCI, Asad accumulated over 15 years of experience across investment banking and advisory services. From 2010 – 2016, Asad was a Director in the Global Investment Banking team at Barclays, advising public and private companies and financial sponsors on M&A and a wide variety of financing and capital markets transactions.
Prior to that, Asad was a top-ranked equity research analyst at Canaccord Genuity covering Canadian and US listed energy and energy services companies. Previously, Asad worked in the Transaction Advisory Group at KPMG and began his career at Deloitte. Asad graduated with a B.Comm degree from the University of Toronto, holds the CPA, CA and CPA (Illinois) designations and is a CFA charterholder.
Photo & Bio coming soon.
Duncan Lai has been in the financial services business since 2009. He is currently an Investment Analyst with Burkett Asset Management Limited. Prior to joining Burkett, Duncan held various positions including Analyst – Global Thematic with BCI, Equity Research Senior Associate Analyst with Macquarie Capital and Senior Associate (Audit and Assurance) with PricewaterhouseCoopers.