View from the Street - Pension Fund Edition

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Ontario Chapter
Start Date
Tuesday May 30, 2017 – 11:45 AM
End Date
Tuesday May 30, 2017 – 1:30 PM
Lunch Seminar
CIBC World Markets Inc. 161 Bay Street, 7th Floor, McMaster Room
Ontario Chapter Member Price: $35.00 +tax
Non-Member Price: $55.00 +tax
Cancellation Policy: As all meals must be reserved in advanced, registered "no shows" without 48-hour prior notification will not be reimbursed.  

Registration is closed for this event


Event Description

Moderator: Quentin Broad, Managing Director & Head, Institutional Equity Sales, CIBC
Bryan Pilsworth, President & Portfolio Manager, Canadian Equities, FGP
Dan Lavallee, Portfolio Manager & Director, Public Equities, HOOPP
Helen Rattee, Portfolio Manager & Director, Global Equities, OMERS
Todd Coupland, Managing Director, Institutional Equity Research, CIBC
Bryan Trudel, Executive Director, O&G Trader, CIBC 

Join us for a roundtable discussion with industry-leading professionals from the buy and sell sides and get candid insight on how they make investment decisions, stay informed and what they want from IROs. What tools do they use in buying/selling? What are typical hold periods? What do they think of guidance? Everything you always wanted to know but were afraid to ask!

Promo Code for Groups of 3 or more (limited to 5 Maximum): ONEDU2017
*Discounted Rate of $25/person for members and $45/person for non-members 
**1 person will need to register the group and then e-mail to submit attendee names


This event will be available by archive postview after the event.



Bryan Pilsworth, President & Portfolio Manager, Canadian Equities, Foyston Gordon & Payne Inc.
Bryan joined FGP in 2007 as a senior analyst covering the Telecom & Financial sectors and became FGP's Small Cap Canadian Equity portfolio manager in 2012.  In addition to his role as President, Bryan is a co-manager of FGP's Canadian equity mandates.   He is also a member of FGP's Board of Directors, Executive Committee, and Investment Committee.    Bryan graduated from the Richard Ivey School of Business at the University of Western Ontario (MBA) and from Carleton University (BComm).   He was on the Dean's Honour List at both universities.  Bryan is also a CFA charterholder.

Dan C. Lavallee, CFA, Senior Portfolio Manager and Director of Public Equities, Healthcare of Ontario Pension Plan (HOOPP)
Dan Lavallee is a Senior Portfolio Manager and Director of Public Equities at the Healthcare of Ontario Pension Plan (HOOPP). Dan has 21 years of capital markets experience, including roles in corporate finance, and has also published research on Canadian public companies. He holds a BA (Honours) in Political Science from the University of Western Ontario and has been a CFA charterholder since 2000. He is currently the Board Chair for the CFA Society of Toronto, and has served on the Board since 2012.

Helen Rattee, Portfolio Manager and Director of Global Equities, OMERS Capital Markets
Helen is a Director and portfolio manager within the Global Equities team at OMERS Capital Markets. The Global Equities group oversees about $12 billion of assets on behalf of OMERS members. The Global Equities team leverages a bottom up, fundamental strategy to invest in high quality businesses trading at attractive valuations with limited risk of capital impairment to help meet the pension promise. Prior to joining OMERS in 2011, Helen worked as an investment analyst in New York at Citigroup Asset Management and most recently at Coburn Ventures, a technology-focused hedge fund and consulting firm. She began her career as an equity research associate at CIBC World Markets in Toronto. Helen holds a Hon. B.Sc. from McMaster University, an MBA from Schulich School of Business, and is a CFA charterholder.

Todd Coupland, Managing Director, Institutional Equity Research, CIBC 

Mr. Coupland has been in the industry as an investment analyst since 1988 and joined CIBC Capital Markets in April 1994.  He covers the technology hardware and cloud based software as a service sectors including e-commerce, intellectual property, networking, telecom, supply chain management and wireless.   He also covers the automotive sector.   Previously, Mr. Coupland worked for a number of other securities firms.   Mr. Coupland holds a Bachelor of Science in Political Economy and a Bachelor of Arts in Business Administration from Andrews University.  He also is a Chartered Financial Analyst.    

Bryan Trudel, Executive Director, Institutional Equity Trading, CIBC 

Bryan started his career at CIBC 15 years ago on the Institutional trading desk specializing in Income Trusts.   After that sector was essentially closed down by the government in 2006, Mr. Trudel shifted into a specialization role in the Oil & Gas Sector as a liability trader using the firm's capital to facilitate client trading activity.  Given this role, Mr. Trudel has had the privilege to not only interact with institutional client's trading desks, but also the Portfolio Managers, along with many contacts on the corporate side including CEO's, CFO's and IR professionals.   Mr. Trudel graduated with Honours in B.Comm from Carleton University.   He is also involved with campaigns for the United Way MIG Campaign and CIBC Run for the Cure.    



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