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Published quarterly, the CFA Montreal newsletter is an online publication offering content that is both interesting and beneficial to our professionals. Offering exclusive interviews, opinion pieces, information about the Society’s events and activities, industry appointments and personalities, market outlook news, and articles on a wide variety of subjects, the newsletter aims to spur ongoing dialogue among professionals in the Montreal financial industry.
We invite you to send us your areas of interest and ideas for articles. You are also welcome to submit texts you have written and wish us to consider for publication.*
*CFA Montreal reserves the right to decide whether or not to publish articles and to request revisions if it judges that the subject matter represents a sensitive issue or one that may negatively affect the Society or its members.
Frederick Chenel is a member of the Institutional Markets team and participates in the marketing effort with various consulting firms and institutional clients. He is also a member of the firm’s Institutional Alternatives team, responsible for the marketing and development of Fiera’s alternative strategies.
Mr. Chenel has 13 years of industry experience and joined the firm in 2010. Prior experiences include Practice Leader and Research Analyst positions at a leading Canadian investment consulting firm. Mr. Chenel graduated from McGill University with a Bachelor of Commerce (BComm), majoring in Finance. He later obtained the Chartered Financial Analyst (CFA) designation
Program and activities
CARL ROBERT, CFA
Intact gestion de placements
Carl Robert is Director and Portfolio Manager at Intact Investment Management; Carl has more than 17 years of experience in the capital markets working for asset management firms in Canada and the United States.
He is combining a background in physics (Ph.D. University of Maryland, M.Sc and B.Sc. Laval University),experience as a researcher and professor (University of California Santa Barbara, Reims University) as well as training in finance (Financial Risk Manager 2007,
He is a CFA Charterholder since 2010 and volunteers at CFA Montreal Society since 2011.
MARIEM ELSAYED, CFA
Mariem Elsayed is Senior Advisor, Investor Relations with Énergir, a leading energy provider and the largest natural gas distribution company in Québec. Mariem has held various positions over the course of her career including roles in investment banking, treasury operations, project management and investor relations.
She holds a BBA from HEC Montréal, an MBA from McGill University and is a CFA and CAIA charterholder. She joined the board of CFA Montreal Society in 2015 and is Vice Chair of CIRI (Canadian Investor Relations Institute) Québec.
ODRÉE DUCHARME, CFA
Caisse de dépôt et placement du Québec
Since 2014, Odrée Ducharme, CFA, is Senior Director, Strategy at La Caisse de dépôt et placement du Québec (CDPQ). She advises the executive team on the design, planning and execution of CDPQ's investment strategy. Between 2005 and 2013, she was Director, Performance analysis.
She oversaw a team that analyses the performance of alternative asset classes and also CDPQ's total return. Odrée started her career at the CIBC after graduating from HEC Montréal in 2001.
SALIM LAAROUSSI, CFA
Since 2010, Salim Laaroussi is a Director, Risk Management Solutions at National Bank Financial Markets. Being a foreign exchange specialist, he advises Canadian companies on the development and implementation of their hedging strategy.
Salim holds a Bachelor's degree in Electrical Engineering from École Polytechnique de Montréal and an MBA in asset management from Concordia University. He is a CFA Charterholder since 2013 and volunteer at CFA Montreal since 2015.
Employers and industry relations
JÉRÔME BICHUT, CFA
Jérôme Bichut started his career in France in investment management before joining in 1995 the Caisse de Dépôt et Placement du Québec in Montreal where he became Portfolio Manager European equities. In 2001, he joined PSP Investments as portfolio manager and was heading the team in charge of international equity portfolios.
He holds a postgraduate diploma in Economics and Finance from Sorbonne University in Paris and is Chartered Financial Analyst.
Career developpement and Members' benefits
LUDOVIC DUMAS, CFA
Ludovic Dumas is Vice President, Direct Investments at Claridge Inc., an investment firm representing the interests of Stephen Bronfman’s family. Claridge's holdings span the world and include direct investments in the food, consumer, technology, entertainment, and real estate industries. Ludovic is responsible for sourcing and evaluating potential investment opportunities, overseeing due diligence, portfolio monitoring and value creation initiatives. Before joining Claridge, Ludovic was an investment banker at CIBC and with ING Group’s investment banking team in Frankfurt, Germany. Mr. Dumas was also a management consultant at Deloitte.
Mr. Dumas holds a Bachelor in Business Administration from HEC Montreal where he graduated with Distinction. Ludovic is a CFA charterholder and he also attended Harvard Business School, Northwestern University - Kellogg School of Management and WHU – Otto Beisheim School of Management in Germany.
SHAHENDA EL GINDI, CFA
CN Investment Division
Shahenda El Gindi is a buy-side equity analyst focusing on the energy sector in Canada at CN Investment Division. Previously, she was a Portfolio Manager at the investment arm of the National Bank of Kuwait, in a team that overlooked equity investments in the Middle East and North Africa region. She has nine years of experience in the investment industry.
Shahenda holds a Bachelor of Computer Science from Concordia University (2006), a MBA from HEC Montreal (2017) and is a CFA Charterholder since 2011.
Content and Fintech
THOMAS GAGNÉ, CFA
Thomas Gagné has been working in market finance for about fifteen years. He currently holds the position of Strategic Advisor at the Treasury of Desjardins Group where he has developed expertise in matters relating to capital, liquidity and interest rates management. He began his career as a credit analyst at the Treasury before taking a mandate in risk management on the ABCP restructuring (2009-2011).
Thomas Gagné holds a bachelor's degree in business administration - a finance profile from the Université du Québec à Rimouski (2000) and a master's degree in finance from the Université de Sherbrooke (2002). He holds CFA® (Chartered Financial Analyst -2006) and FRM® (Financial Risk Manager - 2006).
Marathonian and triathlete, he has also been involved in the cause of the Grand défi Pierre Lavoie since 2015. Finally, Thomas Gagné has been involved in CFA Montréal since 2009.
Services to candidates
SANDY POIRÉ, CFA
CN Investment Division
Sandy Poiré is an Investment Officer at the CN Investment Division. She joined the Division in 2011 and is currently responsible for the industrials sector for the Divisions’ European, Asia-Pacific and Emerging Markets equity portfolios. Prior to joining CN, Sandy was an Analyst at Jarislowsky Fraser.
Sandy graduated from the John Molson School of Business (Concordia University) with a Bachelor of Commerce degree and was the Valedictorian of her graduating class. She also received the Calvin Potter Fellowship from Concordia’s Kenneth Woods Portfolio Management Program. Sandy is a CFA charterholder since 2014 and recently completed a Master in Business Administration at Queen’s University in 2017.
She is on a Committee of Women in Investment Management of the CFA Montreal and the communication committee of Women in Capital Markets. Sandy is also an ambassador for Fillactive, an organization aiming to promote physical activities to young women.
NORMAND VACHON, CFA
BMO Asset Management
Normand is accountable for business development and relationship management, building meaningful partnerships with institutional investors, prospective clients and consultants across Quebec and the Atlantic provinces.
Normand joined BMO Global Asset Management in 2015, following eight years – with the last three – as Managing Director at TD Asset Management. Previously, he worked as Vice President for the institutional arm of Standard Life Investments in Eastern Canada, following more than two decades of actuarial and investment work for corporations and consulting firms.
Normand holds a Bachelor of Actuarial Sciences from Université Laval. He is a Fellow of the Canadian Institute of Actuaries, and holds the Chartered Financial Analyst (CFA) designation.
SOPHIE PALMER, CFA
Sophie Palmer is Regional Director and Portfolio Manager, Private Wealth Management at Jarislowsky, Fraser Limited. She has joined the firm in 1999 and became a Partner in 2008. Sophie currently manages portfolios and relationships for Private Wealth clients in Canada.
Sophie is on the Board of Trustees of the CFA Institute Research Foundation, is an Officer of the Board for CFA Societies Canada, as well as past President of CFA Society Montreal (2015-2017) and past Chair of the Canadian Advocacy Council Oversight Committee (2015-2016).
She also serves on many not-for-profit boards and committees. Sophie holds a bachelor in actuarial mathematics and earned the CFA Charter in 2006. In 2017, she has been named Volunteer of the year for the Americas by the CFA Institute.
JACQUES LUSSIER, CFA
Jacques Lussier is CEO and co-founder of IPSOL Capital. He is a former academician at HEC Montreal and has worked within the financial industry for 18 years at Desjardins Global Asset Management (DGAM) where he was Chief Investment Strategist until March 2013. During his career, Jacques has been involved in most segments of the asset management industry: portfolio policy and global asset allocation for institutional clients, funds of funds management both alternatives and traditional, research leading to product design and product management in the equity, commodity and asset allocation space and management of high net worth platforms. Jacques earned a M.Sc. in Finance from HEC Montreal and a Ph.D. in International Business from the University of South Carolina.
Jacques is a board member of Retraite Québec and president of its investment committee. He is the author of the book “Successful Investing Is A Process” published by Wiley and Bloomberg Press in December 2012 and co-author of "Rational Investing" published by Columbia University Press in March 2017. In May 2017, he received the Excellence award - Content from CFA Institute Research Foundation for the brief "Portfolio Structuring and the Value of Forecasting". He was president of CFA Montreal from 2013 to 2015. Jacques is currently completing a third book about Retirement Planning.
Program and activities
Michel Charon, CFA
PBI Conseillers en actuariat
Michel Charron is an investment consultant at PBI Actuarial Consultants Ltd. and has been working with the PBI-Montreal investment team since 2009. Michel is involved in all aspects related to investment consulting at PBI, particularly in analyzing and monitoring manager performance. He participates in compliance issues, revising investment policies, asset allocation studies, development and implementation of management structures, manager searches, guidelines for exercising voting rights and the application of principles for responsible investing.
Michel holds a Bachelor of Commerce (B. Com.) degree from McGill University with a major in Finance and is a Chartered Financial Analyst (CFA). He has also completed the Canadian Securities Course (CSC) and the Canadian Investment Funds Course (CIF).
Gabriela Clivio, CFA
Gabriela Clivio,CFA.Gabriela is a Senior Manager in the Valuation and Modeling practice at Deloitte Canada. Previously she worked in Chile as a Senior Manager for the same Company. She also served as a CEO and Investment Manager at Zurich Financial Services and was Head of Research in various financial institutions. She has 17 years of work experience in the fields of economic advisory, equity research, investment management, business valuation and financial modeling. She is a Professor in Equity Valuation, Portfolio Management and Business Ethics in MBAs and Masters in Finance programs
both in Chile and Perú. She was trained as an Economist, holds a Masters in Economics and a Masters in Finance. She is CFA Charterholder since year 2002.
She is a founding a Board member of CFA Society in Chile and a founding member of the Women In Finance organization. She served on the DRC Committee and was a Judge at the Regionals and the Global Final.
Laurent Marien, CFA
Jean-Philippe Taillon, CFA
Rubicon Energy Group
Jean-Philippe Taillon is President and Co-Founder at Rubicon Energy Group, operating on the North American energy markets. Jean-Philippe started is career as a commercial lender for BMO Financial Group before joining HR Strategies inc as a senior analyst covering hedge fund manager selection. While at HR Strategies, he launched the HRS Plant-E Fund, a hedge fund arbitraging power prices on the North American power grids. He left Plant-E Corp in august 2016 and founded Rubicon Energy Group in January 2017. He holds a bachelor degree from The University of Western Ontario and acquired the CFA charter in 2013. Involved with CFA Montreal since he joined he contributed actively to the career management committee before piloting the society's Social Media endeavors starting in 2015.