With over 15 years of experience in investment management, treasury, and consulting, I have gained expertise in a wide range of areas. This includes governance and investment organizational operating models; public and private market investments; quantitative and fundamental investment processes; Endowment and Canadian investing models; risk management and investment risk systems; investment due diligence and business relationship management; quantitative, qualitative, and behavioural approaches to due diligence; asset allocation and portfolio construction; information management and technology design and implementation.
My career mission is to enable the delivery of affo