The Pension Investment Technology Summit2020-11-18T10:51:37-05:00

THE
Pension Investment Technology Summit

February 4, 2021
A Virtual Production

Technology has transformed the investment landscape, adding speed, complexity, and in many cases new opportunities to the process.

The second annual Pension Investment Technology Summit is dedicated to creating conversations between technology experts and pension investors, especially as pension organizations become more and more reliant on technology as the backbone of their investment decision-making and process.

2021 THEMES: Digital Transformation, ROI of AI, Technology and Alternative Investments and Governance + Tech to name a few.

 

This Summit is Canada’s most important investment tech event for top-level pension executives — a one-of-a-kind forum for leaders to share ideas and dialogue with their peers on technology challenges, trends, and opportunities.

It brings together CEOs, CIOs and strategic leaders from Canada’s largest pension funds to discuss how technology can enable better investment decision-making and how technological innovation is transforming the investment universe.

Join your peers and pick up right where we left off.

ADVISORY BOARD

Doug Chau
Monique Allen-web
Wei Xie
Douglas Chau

Chief Risk Officer
Head of Research
UTAM

About Douglas
Doug joined UTAM in 2017. He is responsible for asset allocation modeling, risk management and measurement, research, and performance analysis. Doug chairs UTAM’s Investment Risk Committee. He is a member of the UN-Supported Principles for Responsible Investing Asset-Owner Advisory Committee and of the Pension Investment Association of Canada’s Membership Committee. Previously, Doug worked for 15 years at OPTrust, where his responsibilities included developing strategic asset allocation models, risk factor research, internal and external investment strategy evaluations, implementing performance and ALM systems and developing a set of quantitative tools to inform investment decisions. Doug holds a PhD in Finance from the EDHEC Business School, a Master’s degree in Science with a specialisation in Finance from the University of Reading (M.Sc.), a Master’s degree in Statistics from the University of Toronto (M.Sc.), and a Bachelor’s degree in Mathematics and its Applications from the University of Toronto (B.Sc.). In addition, Doug holds the Chartered Financial Analyst (CFA), Professional Risk Manager (PRM) and Certificate in Quantitative Finance (CQF) designations.

Monique Allen

Executive Vice-president, Data & Technology
OMERS

About Monique
Monique Allen joined OMERS in 2018 and is the Executive Vice-president, Data & Technology. OMERS is one of Canada’s largest defined benefit pension plans, where Monique has overall accountability for technology strategy and execution, developing a data-rich, digitally enabled, global organization. Prior to joining OMERS, Monique held several leadership roles in technology and P&L management. Most recently, Monique led the Canadian region at Finastra (previously D+H), one of the world’s top financial technology companies. In this role, Monique transformed several software product lines, leading agile programs to modernize the digital lending experience and transform front- and back-office functions. In her roles at Hewlett Packard and Procter & Gamble, Monique implemented global operating models, building teams in North America, Central America, Europe and Asia. She has led several large IT outsourcing and managed services teams in the consumer goods and financial services segments. An advocate for giving back to the community through sponsorship and mentorship, Monique was recently published in “The Collective Wisdom of High Performing Women.” Monique holds an Honours Bachelor of Science from the University of Waterloo, a Master of Business Administration from the Schulich School of Business, and is an Executive Development alumni of the Rotman School of Business.

Wei Xie

Co-Head, Multi-Strategy Investments, Capital Markets Group, OPTrust

About Wei
Wei Xie is a Director in Strategic Relationships & Innovation (SRI) team at OPTrust, one of Canada’s largest pension funds with assets of $20 billion and investment professionals in Toronto, London and Sydney. Wei leads the SRI team in the management of the external public markets program focusing on the development of a concentrated set of strategic partnerships. Wei held various progressively senior positions at OPTrust. Prior to this, Wei was the Chief-of-Staff to the Chief Investment Officer, when he supported and advised the CIO in his day-to-day management of OPTrust’s Investment Division. Prior to that, he served as an Investment Strategist for the Global Investment Strategy Group, and an Associate Portfolio Manager within the Private Markets Group. Wei earned a Bachelor of Business Administration degree from Wilfrid Laurier University in Waterloo, Canada.