Vestcor 2021 Virtual Client Forum
Portfolio Benchmarking
Monday, December 6, 2021 at 3:00 pm AST
Portfolio benchmarking is an important part of building and managing a successful investment program.
Our experts will review the uses of policy and fund benchmarks and the differences between them, how to select appropriate benchmarks, and some of the challenges and considerations in selecting benchmarks for alternative investments.
Presented by:
- Daniel Dine, Portfolio Manager – Investment Strategy, Vestcor Inc.
- Jon Spinney, Chief Investment Officer and VP QIAR, Vestcor Inc.
- Elizabeth-Anne McCleave, Manager Communications, Vestcor Inc.
In the wake of the COVID-19 pandemic, and to ensure that we are taking the necessary measures to protect the health and well-being of all of our clients and staff, we have again chosen to move this year’s Client Forum to a virtual format by way of a series of live webcasts. We look forward to hosting you in person in the future, creating opportunity to socialize and network together, but we are looking forward to providing you with educational content that we have curated for you throughout 2021.
Invitations to each webcast will be provided to you directly; you are welcome to sign up to any that are of interest to you. You will be able to participate live or review the recording at a later date.
Questions? Contact Elizabeth-Anne McCleave, Manager Communications by email at elizabeth.mccleave@vestcor.org.
An overview of the Vestcor Investment Performance Measurement Process and the Global Investment Performance Standards
Thursday, November 18, 2021
Meet the leadership of the independent Vestcor Investment Performance Team and learn about their role as they provide an in-depth view of the Global Investment Performance Standards (GIPS®), how the standards impact our daily deliverables and processes, and an overview of our independent compliance measures. In addition, our presenters will provide an overview of how we calculate both investment and benchmark returns.
Presented by:
- Krista Bowen, CIPM – Manager Investment Performance, Vestcor Inc.
- Brent Henry, CPA, CA – Chief Financial Officer and Vice President, Finance, Vestcor Inc.
- Elizabeth-Anne McCleave – Manager Communications, Vestcor Inc.
Vestcor’s Responsible Investment Approach / Overview of the Vestcor Inc. 2020 Annual Report
June 21, 2021
2:00-3:30 pm ADT
CLICK HERE FOR A RECORDING OF THE WEBINAR.
The login and password necessary to access were provided by email.
Our first webinar will feature an update on Vestcor’ Responsible Investment Activities, including an overview our proxy voting record for 2020 and the work of one of our long-term collaborative partners the Canadian Coalition for Good Governance (CCGG).
Ms. Catherine McCall, the Executive Director of the CCGG, will provide insight into the coalitions recent Stewardship Principles initiative, which Vestcor endorsed in October 2020, and the work they have been doing with respect to improving the environmental and social governance and disclosure of Canadian public issuers.
We also plan to take this opportunity to provide a high-level overview of our soon to be released Vestcor Inc. 2020 Annual Report and address any related questions.
Presenters
Catherine McCall
Catherine McCall is the Executive Director of the Canadian Coalition for Good Governance. The Coalition is comprised of representatives of Canada’s leading institutional investors which collectively manage assets of approximately CAD $5 trillion. Its mandate is to improve corporate governance at Canadian public companies. As Executive Director, Catherine is responsible, together with the Board of Directors, for setting the strategy of the organization, leading policy development and participating in CCGG’s board engagement program. Catherine is a lawyer by training and is a member of the Ontario Securities Commission’s Continuous Disclosure Advisory Committee, the Global Network of Investor Associations and is designated as the Canadian country correspondent for the International Corporate Governance Network. Catherine holds the Institute of Corporate Directors’ ICD.D designation.
John Sinclair
John Sinclair is the President and Chief Executive Officer of Vestcor Inc. and is primarily responsible for the investment management and benefit administration services for several public sector-based client groups that total more than $19.4 billion in assets.
He started his career in a logistics planning role with General Motors Corporation and worked in a number of corporate and investment banking positions with Citigroup Inc. John joined the NB Investment Management Corporation in 2000, was the Chief Investment Officer from 2002 until early 2016, the President and Chief Executive Officer from 2003 to 2016, and became President and Chief Executive Officer of Vestcor Inc. at its’ inception in October 2016.
A native of New Brunswick, he holds both a B.Sc. and M.Sc. in Civil Engineering from the University of New Brunswick, and a Master’s in Business Administration with distinction from the Ivey Business School at Western University. He is a member of the Institute of Corporate Directors and serves as a Director of the Canadian Coalition for Good Governance, the Advisory Board of Atlantic Industries Limited and is a past Director of the Pension Investment Association of Canada. John also participates on the Investment Committees of the University of New Brunswick and the Fredericton Community Foundation.
Jon Spinney
Jon is the Chief Investment Officer and directs the asset mix and risk research agenda for the firm. Additionally, as VP Quantitative Investing, he is also responsible for the implementation and management of all quantitative strategies. Jon started his career as a fixed income and derivatives analyst at the N.S. Department of Finance before joining the Research Team of NBIMC as an Analyst in 2004. Subsequently, he held additional positions including Portfolio Manager and Senior Portfolio Manager within the firm’s Equity Team before assuming the position of VP Quantitative Investing & Applied Research.
A native of Nova Scotia, Jon has an MS in Applied Mathematics/Computational Finance from the University of Washington and additionally holds and M.B.A. as well as qualifications in Economics and Finance. Jon is a CFA charter-holder and from 2013-2016 was a Board Member of the Atlantic CFA Society. In addition, he works with the University of New Brunswick as both a member of the Sponsor Advisory Board for the Center for Financial Studies and as an Adjunct Professor in the Masters in Quantitative Investment Management program.
Click Here: Vestcor 2020 Client Forum/Speaker Series