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Robert Cultraro

Robert Cultraro, CFA

Chair

Robert is the Chief Investment and Pension Officer at Hydro One Inc.  Robert's expertise is in strategic decision-making, managing a team of investment professionals and managers, strategic and tactical asset mix management, the selection and monitoring of investments, governance and risk management. Robert has over twenty years of extensive experience in the investment industry, which includes working collaboratively with Boards, investment research and analysis, investment advising and managing investment portfolios. Robert holds relevant industry credentials including the Chartered Financial Analyst, Chartered Alternative Investment Analyst and the Certified Investment Manager designations. Robert is professionally affiliated with the CFA Institute, CFA Society Toronto, Chartered Alternative Investment Analyst Association, and is a Fellow of the Canadian Securities Institute. Robert is a member of the Investment Advisory Committee for the Office of the Public Guardian and Trustee, a Senior Advisor to the CFA Society Toronto Institutional Asset Management Committee, a member of the Board of Directors of the Pension Investment Association of Canada and is a member and past Chair of its Investment Practices Committee.

Brenda King

Brenda King, CPA, CA, CFA

Vice Chair

Brenda was the Treasurer at the Hospital for Sick Children for over fifteen years and was responsible for the treasury management, investments, banking relations, pension plan administration and financial reporting. Previous experience includes two years at a Real Estate Investment Management firm, seven years at McGill University, Department of Pension Management and five years at Deloitte as Audit Manager. Brenda holds a Graduate Degree in Public Accountancy from McGill University and Bachelor of Commerce from Concordia University. Brenda is Chartered Financial Analyst charterholder and member of CFA Society Toronto and a Chartered Professional Accountant with the Institute of Chartered Accountants of Ontario. Brenda is also very active in the Pension Investment Association of Canada (PIAC) and currently is the Chair of the Board and member of the Member Services Committee.

 

Bobby Thompson

Bobby Thompson, CFA

Secretary-Treasurer

Bobby Thompson is a Senior Manager at EY providing audit and accounting advisory services to insurance and financial services clients across Canada. In addition to holding the designation of Chartered Financial Analyst, he holds the designation of Chartered Professional Accountant, Chartered Accountant. He has served on the CFA Society Toronto Finance Committee since 2015. He also sits of the Board of Governors, as the Treasurer, of Grand River Hospital Foundation. He has lectured senior finance and accounting courses at Wilfrid Laurier University and Conestoga College. A community member of Waterloo Region, he enjoys spending free time with his partner Jenna and two children, Brooklyn and Mason.

 

Grace Cleary-Yu

Grace Cleary-Yu, CFA

Chair, Member Services

Grace Cleary-Yu is Executive Director, Senior Private Wealth Manager at UBS Bank (Canada). With fourteen years of experience with pension plans, endowment and foundation, and High Net Worth/Ultra High Net Worth families, Grace is dedicated to servicing private clients, family offices and charities/ foundations. In her role at UBS, Grace helps her clients with tailored investment advice and solutions, supported by UBS market and product experts in a wide variety of investment strategies, research and resources. Grace joined UBS Bank (Canada) from Guardian Capital Advisors LP (GCA), previously worked at PIMCO (Canada), and Fidelity Investments and Halifax Regional Municipality Pension Plan after earning her Master of Finance Degree from Saint Mary's University in Halifax. Grace considers Halifax her Canadian hometown. She earned her Bachelor of Engineering degree in China and is a Chartered Financial Analyst (CFA). Grace currently serves on the Board of the CFA Society Toronto and on the Development Committee at the Heart and Stroke Foundation (Ontario).

Brian Madden

Brian Madden, CFA

Chair, External Relations

Brian is Senior Vice-President & Portfolio Manager with Goodreid Investment Counsel where he manages balanced portfolios for affluent and high net worth clients.  Prior to joining Goodreid in 2016, Brian spent five years managing balanced and tactical asset allocation funds as Vice-President & Portfolio Manager with AGF Investments.  Before joining AGF in 2010, Brian co-founded and served as Vice-President & Portfolio Manager of STYLUS Asset Management, a boutique investment counsel firm catering to affluent and high net worth clients.  Brian began his career in 1997 with C.P.M.S. Computerized Portfolio Management Services, one of Canada’s leading quantitative equity research firms.  Brian has been a CFA charterholder since 2000, and a Certified Financial Planner (CFP) since 2008 and graduated with a Bachelor of Commerce degree from the University of Toronto in 1997.  Brian serves on the User Advisory Committee for the Accounting Standards Board (AcSB) and has been an active volunteer with CFA Society Toronto since 2010 with roles on the Membership committee, including stints as Vice-Chair and Chair and with a role on the Mentorship committee since 2016.

Paul Hamilton

Paul Hamilton, CFA

Chair, Programming

Paul joined Beutel Goodman in 2007 and has over 20 years of investment industry experience. He leads the managed assets team and is responsible for client service, marketing and business development activities for Beutel Goodman’s separately-managed account and mutual fund strategies across the central region of Canada. Prior to joining Beutel Goodman, Paul worked at Laketon Investment Management as Vice President of Managed Accounts. Paul is a graduate of the University of Western Ontario and is a Chartered Financial Analyst charterholder.

Kathrin Forrest

Kathrin Forrest, CFA

Vice Chair, Programming

Kathrin Forrest is the Portfolio Manager for Sun Life Global Investments. Kathrin’s responsibilities include managing the firm’s investment solutions. Prior to joining Sun Life Global Investments, she was the Assistant Vice President, Product and Strategy at Sun Life Investment Management. In this role, she oversaw all aspects of the product development process across Sun Life Investment Management’s group of institutional investment management companies. Kathrin’s previous experience includes her role as Assistance Vice President, Investment Consulting, helping to build out Sun Life’s International Investment Centre and overseeing consulting, product and asset allocation functions. Kathrin originally joined Sun Life in 2004 as an Investment Analyst within the firm’s Group Retirement Services division.

Andrew Auerbach

Andrew Auerbach, CFA

Board Member at Large

Andrew is responsible for leading BMO Wealth Management’s full-service investment advisory and private banking businesses for Canada and Asia and has extensive experience in both the wealth and retail businesses. Andrew is a member of the Board of Directors for BMO Nesbitt Burns Inc., BMO Nesbitt Burns Holdings Corporation, BMO Private Investment Counsel Inc., BMO Trust Company and BMO Investorline Inc. He is also a member of the United Way Major Individual Giving Cabinet and holds membership in the Financial Planning Standards Council. He is a graduate of the Advanced Management Program at Harvard Business School and has a B.A. from York University and is a Certified Financial Planner and CFA Charterholder.






 

 

Mari Jensen

Mari Jensen, CFA

Board Member at Large

Mari is Deputy Treasurer at MUFG Bank Canada, where she oversees treasury and asset-liability management and leads the Canadian foreign exchange sales team. Mari has over 25 years of progressive experience in capital markets and banking. Previous to MUFG Bank Canada, Mari was a senior member of Scotiabank Global Banking & Markets Institutional FX Sales team, where she provided FX coverage to investment managers in North America. Prior to Global Banking & Markets, Mari gained broad experience at Scotiabank, including in wealth management and retail banking. Mari served on the Board of Directors of Women in Capital Markets from 2011 to 2019, including terms as Past Chair, Chair, Vice Chair, and Secretary. Her leadership and dedication were recognized as the 2013 recipient of the WCM Rising Star Award. Mari completed her MBA in Global Asset and Wealth Management from Simon Fraser University (Vancouver) in 2004 and holds a BBA in Finance, also from SFU. She holds the Chartered Market Technician and Chartered Financial Analyst designations.

 

 

Sue Lemon

Sue Lemon, CFA

CEO and Board Member

Sue Lemon is CFA Society Toronto’s Chief Executive Officer and leads the Society’s strategic direction which includes promoting high ethical standards in the financial industry and increasing the visibility of the charter with key partners in the financial community. CFA Society Toronto is the world’s largest group of charterholders among 160 Societies globally. An experienced and successful investment executive with over 20 years of experience in fixed income markets, Sue formed MSL Advisory Corp in 2008.

Throughout her career Sue has held progressively senior roles at Canada Trust, CT Investment Counsel, Nesbitt Thomson, and CIBC World Markets. As Managing Director and Head of Global Fixed Income Distribution at CIBC, Sue was responsible for research, analytics and sales teams across Canada, US, Asia and Europe. Sue is a Past President of the Society and has been an active volunteer for the past 20 years, notably mentoring young industry professionals. Sue is a cum laude graduate of Ryerson Business Management and earned her CFA charter in 1988. Sue has been on boards and committees of various not-for-profit organizations including Bridgepoint Hospital Foundation finance and investment committees, Toronto General & Western Hospital Foundation Investment committee, Investment Dealers Association, CFA Society Toronto.

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