Experience

Alberta Teachers' Retirement Fund

• Canada
• Financial Services
• 1 - 100 Employee

• Director, Investments

  • Jun 2022 - Present

  Development of ATRF’s investment and funding policies, managing the relationship between ATRF & AIMCo, communicating investment matters to the ATRF Board, and developing and maintaining relations with other Alberta Public sector pension plans. Development of ATRF’s investment and funding policies, managing the relationship between ATRF & AIMCo, communicating investment matters to the ATRF Board, and developing and maintaining relations with other Alberta Public sector pension plans.



Alberta Investment Management Corporation (AIMCo)

• Canada
• Financial Services
• 500 - 600 Employee

• Director, Private Equity

  • Mar 2021 - Nov 2021

  • Researched, interviewed, conducted diligence, and evaluated managers for the Private Equity Program. • Oversaw the Alberta Teachers’ Retirement Fund (ATRF) segregated account (see experience below) which included multiple global manager relationships and portfolios in terms of performance, risk exposure, investment activity, investment process and personnel, portfolio characteristics, compliance, and documentation. Worked through the government mandated transition of the ATRF assets into AIMCo. Show less



Alberta Teachers' Retirement Fund

• Canada
• Financial Services
• 1 - 100 Employee

• Co-Head, Private Equity

  • Jun 2014 - Feb 2021

  • Responsible for the funds portion of the global ATRF Private Equity Program - primary and secondary. • Monitored multiple current manager relationships and portfolios (including Advisory Board participation) in terms of performance, risk exposure, investment activity, investment process and personnel, portfolio characteristics, compliance, and documentation. • Researched, interviewed, conducted diligence, evaluated, and negotiated Private Equity funds. • Assisted with co-investment and Infrastructure opportunities. • Co-headed a team of seven individuals. Show less



Alberta Investment Management Corporation (AIMCo)

• Canada
• Financial Services
• 500 - 600 Employee

• Senior Principal

  • Aug 2000 - May 2014

  • Researched, interviewed, conducted diligence, and evaluated managers for the Private Equity Program and the Public Equity External Fund Management Program. • Recommended manager additions or terminations. • Analyzed and recommended co-investment opportunities alongside external manager partners. • Researched, interviewed, conducted diligence, and evaluated managers for the Private Equity Program and the Public Equity External Fund Management Program. • Recommended manager additions or terminations. • Analyzed and recommended co-investment opportunities alongside external manager partners.