• Work in conjunction with the Board and CIO on fund governance including an annual review of the Strategic Asset Allocation (SAA), Capital Market Assumptions (CMAs), and Investment Policy Statement (IPS)• Designed and implemented the risk and reporting infrastructure including rewriting the IPS to include risk governance. The risk and reporting framework measures both absolute and relative risk at the total portfolio, asset class and sub-asset classes levels across a mosaic of risk factors… Show more • Work in conjunction with the Board and CIO on fund governance including an annual review of the Strategic Asset Allocation (SAA), Capital Market Assumptions (CMAs), and Investment Policy Statement (IPS)• Designed and implemented the risk and reporting infrastructure including rewriting the IPS to include risk governance. The risk and reporting framework measures both absolute and relative risk at the total portfolio, asset class and sub-asset classes levels across a mosaic of risk factors including tracking error, beta, VaR, cVaR, duration, and currency• Develop and present the fund investment strategy including fund cash flow forecasting for distributions and withdrawals/capital call, relative allocation and risk differences, changes in strategic and/or tactical allocation views Show less

• Remained OCIO of the Canadian pension fund following Goldman’s acquisition of Verus Investors• Member of the senior team responsible for the creation of investment strategy, oversight, and management for the OCIOs clients within the GPS division

• Managing Director of global capital markets, investment strategy, and management of firm’s largest institutional client (a $15 billion Canadian pension fund)• Directed a 4-person investment team on the research, development, presentation and implementation of firm global investment strategy. Developed a Market Risk Dashboard (MRD) to objectively assess the economic/capital markets • Worked directly with client investment staff on the implementation of investment strategies across all… Show more • Managing Director of global capital markets, investment strategy, and management of firm’s largest institutional client (a $15 billion Canadian pension fund)• Directed a 4-person investment team on the research, development, presentation and implementation of firm global investment strategy. Developed a Market Risk Dashboard (MRD) to objectively assess the economic/capital markets • Worked directly with client investment staff on the implementation of investment strategies across all asset classes (public and private); provided the Board/Investment committee a quarterly market update• Developed and implemented client cashflow forecasting incorporating investment maturities, interest/dividend payments, private equity and real-estate capital calls/distribution, and other non-recurring funding needs • Provided daily compliance and risk monitoring of portfolio assets; presented quarterly compliance and risk reporting to the risk and investment committees • Supervised oversight of all external managers of public markets, including yearly on-site manager due diligence and updated reporting Show less

• Director of $8 billion in global fixed income asset and 6-person investment team. Responsible for the management of all global fixed income asset classes. Provided economic/market updates to the CIO and Board of Directors/Investment Advisory Committee • Implemented a risk and reporting system to improve on risk management and reporting. Managed the implementation and integration within existing technology infrastructure

• Provided duration, yield curve, and asset allocation recommendations for the fixed income and money market funds. Presented daily economic and market outlooks and quarterly macro-economic strategy reviews to both the equity and fixed income departments. Developed the global fixed income platform for the launch of global fixed income products • Enhanced reporting process by implementing with the head of risk reporting a series of reports to identify and manage the primary risks in the… Show more • Provided duration, yield curve, and asset allocation recommendations for the fixed income and money market funds. Presented daily economic and market outlooks and quarterly macro-economic strategy reviews to both the equity and fixed income departments. Developed the global fixed income platform for the launch of global fixed income products • Enhanced reporting process by implementing with the head of risk reporting a series of reports to identify and manage the primary risks in the investment funds Show less

• Managed the hedge fund global fixed income investment strategies within a $1 million daily VaR budget. Implemented investment strategies using cash, futures, and options to either establish or hedge targeted positions

• Director of $25 billion in global fixed income assets directly under management and a 5-person investment team • Developed, implemented, managed and presented all fixed income and global economic strategies. Presented monthly to the investment group, quarterly to senior management and yearly to the Investment Advisory Committee (IAC)• Managed the implementation of new front, middle and back office trading systems. Performed due diligence on system vendors, developed recommendations… Show more • Director of $25 billion in global fixed income assets directly under management and a 5-person investment team • Developed, implemented, managed and presented all fixed income and global economic strategies. Presented monthly to the investment group, quarterly to senior management and yearly to the Investment Advisory Committee (IAC)• Managed the implementation of new front, middle and back office trading systems. Performed due diligence on system vendors, developed recommendations, presented to senior management and implemented system. New system architecture increased trading efficiency, quality controls, and reporting• Develop a corporate cashflow forecasting tool utilized to plan investment maturities and corporate funding requirements• Consistently outperformed benchmarks over all time periods since inception Show less

• Managed and supervised the securitization tax practice, composed of 4 consultants, and over 60 mortgage/asset-backed securitization transactions totaling in excess of $37 billion in issuance. Responsible for overall practice development, in addition to providing final review of the modeling and monthly analytical processing• Developed, implemented and tested analytical/financial securitization systems (both spreadsheet and object-oriented). Responsible for the continuous maintenance of… Show more • Managed and supervised the securitization tax practice, composed of 4 consultants, and over 60 mortgage/asset-backed securitization transactions totaling in excess of $37 billion in issuance. Responsible for overall practice development, in addition to providing final review of the modeling and monthly analytical processing• Developed, implemented and tested analytical/financial securitization systems (both spreadsheet and object-oriented). Responsible for the continuous maintenance of analytical calculations Show less

Prepared the quarterly and annual tax filing requirements for Grantor Trust, Owner Trust, and REMIC structures. Wrote, assisted in the development, reviewed and evaluated system specifications for the new securitization tax model; provided findings and recommendations for improvement to management