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ICPM – NETSPAR Discussion Forum October, PARTICIPANT DIRECTORY Council Chamber, Hotel Sofitel Legend the Grand Amsterdam, Oudezijds Voorburgwal 197, 1012 EX Amsterdam, Netherlands

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ICPM - NETSPAR Discussion Forum: October 2017

Participant Directory

Craig Ansley

New Zealand Superannuation Fund (New Zealand)

Phone: Email:

+64.9.300.6980 [email protected]

Board Member

Craig Ansley was appointed to the Board of the Guardians in September 2011. His term of office expires on 30 June 2016. Craig spent many years in senior roles with Russell Investment Group, prior to his retirement in October 2010. A founder of Russell's New Zealand office, Craig has been the Director of its Australasian consulting practice, the Director of Capital Markets Research in Australia and New Zealand Chair. He has also been an Adjunct Professor in Finance at the University of Auckland; a director of the Mortgage Corporation of New Zealand Limited and Mortgage Services Limited; a director of Group Rentals New Zealand Limited and of the National Provident Fund. Craig was a member of the Savings Working Group in 2010-11. He is on the Board of the Government Superannuation Fund, and is a Fellow of the New Zealand Society of Actuaries.

Jayne Atkinson

Unilever

(United Kingdom)

Phone: Email:

Not Available [email protected]

Pension Investments Director

Jayne is the CIO of the Unilever UK Pension Fund and a member of Unilever's internal investment Company, the Univest Company's Leadership Team. Jayne also has responsibilities with some of Unilever's international pension funds outside the UK and with the Univest asset pooling vehicles in Luxembourg. Prior to joining Unilever, Jayne was the Pensions Investment Manager for Nestle UK Ltd, for five and a half years. Jayne was responsible for overseeing the total investment portfolio of the Nestle UK Pension Fund. This involved ensuring that the strategic direction of the investment strategy was appropriate. Prior to joining Nestle, Jayne worked for Aon Hewitt for 5 years, as an Investment Consultant and Actuary responsible for providing a full range of investment advice and services to pension fund clients. Prior to joining Aon Hewitt, Jayne worked in the pensions Actuarial consultancy industry working for Capita and Mercer. Jayne is a qualified Actuary and Fellow of the Institute of Actuaries. She also holds the Investment Management Certificate. Jayne holds a Bachelor of Science degree in Mathematics with Actuarial Studies from the University of Southampton, UK.


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Pedro Atria

AFP Cuprum (Chile) Phone: Email:

+562.26744101 [email protected]

Gerente General

Pedro Atria is CEO of AFP Cuprum, pension fund manager of the Principal Financial Group® in Chile and Vice President within the Principal Financial Group®. Atria has 26 years of experience in the financial industry. He previously was Country Head of Principal Chile, responsible for the life insurance, mutual fund, institutional asset management and pension business. Atria has been deputy chairman of the Chilean Mutual Fund Association and board member at the Chilean Insurance Association and BrasilPrev (the Principal and Banco do Brasil joint venture for the pension business in Brazil). He is member of the Advisory Council of the Corporate Governance Center of the Catholic University of Chile and of the Investment Committee of the American Chamber of Commerce. Atria earned an Engineering degree from Universidad Católica de Chile and a Master in Finance from the London School of Economics.

Frits Bart

Aegon Nederland (Netherlands)

Phone: Email:


Director of Policy & Proposition Management

Frits Bart is responsible for Strategy & Policy in the wholesale business (pensions and disability benefits) of Aegon Netherlands. Coming from an actuarial background, he has developed himself into a broad pension authority with economic, technical and legal knowledge of different pension & benefits systems. In addition to his duties as a director of the whole sale division and board positions in subsidiaries of Aegon, Frits is active in various boards and committees outside of Aegon, where strategy and policy on pensions and benefits is being considered. These include Chairman of the Sector Life Insuranse Board and membership of the Sector Disablility Insurance Board of the Association of Insurers, the Pension Policy Committee of VNO-NCW (employers' association), the Pensions Working Group of the Labour Foundation (STAR) and Board Member of the Dutch Pension Register Foundation. In these external roles, he has many contacts with other policy-makers, scientists, politicians, trade unions and employers' associations. Frits has a clear overview of the different interests of the various players in the industry.


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Roel Beetsma

University of Amsterdam (Netherlands)

Phone: Email:

+31.20.5255280 [email protected]

Lead Researcher

Roel Beetsma (1967) is the MN Chair of Pension Economics and Vice-Dean of the Faculty of Economics and Business of the University of Amsterdam. His other affiliations include fellowships of CEPR and CESifo. He has held visiting positions at DELTA (Paris), the University of British Columbia (Vancouver), the University of California in Berkeley and the EUI Florence. He has been a consultant for the IMF, the ECB and the European Commission. Further, he is a member of the European Fiscal Board, the Supervisory Board of a pension fund and a capital management company. He was a member of a government commission on second-pillar pensions.

Julie Belair

OPTRUST

(Canada)

Phone: Email:


Director of Actuarial Services

Julie Belair is the Director of Actuarial Services at OPTrust where she is responsible for providing direction and advice regarding OPTrust actuarial processes and actuarial matters, including its member driven investing strategy. OPTrust invests and manages one of Canada's largest pension funds and administers the OPSEU Pension Plan, a defined benefit (DB) plan with almost 90,000 members and retirees. Julie’s previous role was as a senior consulting actuary with Willis Towers Watson where she spent 18 years specializing in the design, funding and accounting of DB and DC pension plans, including financial projections. In this role, Julie was leading Willis Towers Watson’s response to Ontario’s funding reform initiative. Julie has significant experience in the valuation and administration of pension plans, including complex issues such as negotiated benefit changes, plan mergers and windups, surplus sharing distributions, transfer of service calculations and executive arrangements. Julie has advised multinational clients, government and public sector organizations in order to assist them with meeting their human resource and financial objectives. Julie is a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries. She graduated with an Honours Bachelor of Science degree in actuarial science and statistics from the University of Western Ontario.


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Michael Block

Ontario Municipal Employees Retirement System (OMERS) (Canada)

Phone: Email:


Vice President, Strategy

Michael is Vice President, Strategy at OMERS, based in Toronto, Canada. In this role, Michael works across the organization on a range of different topics including strategic planning, asset mix, and process improvement. Prior to joining OMERS, Michael was a Principal with The Boston Consulting Group (BCG), most recently in Toronto. While at BCG, Michael led several projects in the pension industry and was a speaker at multiple conferences on the economic impact of defined benefit pensions and the Canadian pension fund model. In addition, Michael worked in a range of other industries including consumer goods, industrial goods and retail across Canada, the US and Europe. Michael also spent one year based in BCG’s Stockholm, Sweden office.

Else Bos

PGGM

(Netherlands)

Phone: Email:


Chief Executive Officer

After graduating in 1983 from Rotterdam Erasmus University, where she studied Econometrics, Ms Bos joined Algemene Bank Nederland (Later ABN AMRO Bank) where she held different positions at the Directorate General Planning and Control. In 1995 she moved to ABN AMRO Netherlands division holding various senior management positions. From 1991 till 2001 she was responsible for Operations, IT and Facility Management as COO of ABN Amro Asset Management. In this capacity she also held the role of program director of the Asset Management BPR Project. In 2001 she joined NIBC Asset Management as Co Head Investments becoming COO/CFO the following year. Ms Bos started at PGGM Investments in 2003 as Director. In March 2005 she was appointed Chief Executive Officer PGGM Investments and member of the Board of Directors of PGGM. Per 2010 she holds the position of Deputy Chairman Executive Committee and Chief Institutional Business. As of February 2013 she is CEO of PGGM. She also has several non executive positions like Boardmember PPI (Pacific Pension Institue) as well as Member Supervisory Board NWB (Nederlandse Waterschaps Bank), Member Supervisory Board NHG, member of the Supervisory Council of Isala Clinics, and member of the Supervisory Council of the National Ballet.


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Lans Bovenberg

University of Tilburg / NETSPAR (Netherlands)

Phone: Email:


Scientific Director

Lans Bovenberg is a professor of economics at Tilburg University. He has published extensively in the leading international journals on a variety of topics: public economics, tax policy, environmental economics, institutional economics, pensions and aging, international macroeconomics and labor economics. Lans Bovenberg is one of the most-cited Dutch economists in the international academic literature. At the same time, for more than two decades now, he has been the most-cited Dutch economist in policy-oriented journals aimed at practitioners and policymakers. In 2003, Lans Bovenberg won the Spinoza prize --the most prestigious and highest academic award in the Netherlands. With the prize money, he founded the research network Netspar.

Stewart Brentnall

NSW Treasury Corporation (TCorp) (Australia)

Phone: Email:


Chief Investment Officer

Stewart Brentnall joined NSW Treasury Corporation (TCorp) in April 2017 as the Chief Investment Officer, leading TCorp’s Investment Management division. Prior to this Stewart was Chief Investment Officer of ANZ’s Australasian Wealth business, where he was responsible for running a centralised investment office across retail, high net worth and institutional customer channels in Australia and NZ. Based around an asset allocation model, Stewart was responsible for investment strategy, fund manager selection, portfolio management (construction), execution, risk analytics and governance for all client offerings. Stewart has 30 years’ experience in the investment management industry, in senior roles at BT Financial Group, Queensland Investment Corporation, Goldman Sachs, and Schroder Investment Management, in Sydney, Brisbane and London. Stewart has a BEc (Hons) from Bristol University (UK). He is a Chartered Accountant, a Graduate of the Australian Institute of Company Directors and Fellow of FINSIA. Stewart Brentnall joined NSW Treasury Corporation (TCorp) in April 2017 as the Chief Investment Officer, leading TCorp’s Investment Management division. Prior to this Stewart was Chief Investment Officer of ANZ’s Australasian Wealth business, where he was responsible for running a centralised investment office across retail, high net worth and institutional customer channels in Australia and NZ. Based around an asset allocation model, Stewart was responsible for investment strategy, fund manager selection, portfolio management (construction), execution, risk analytics and governance for all client offerings. Stewart has 30 years’ experience in the investment management industry, in senior roles at BT Financial Group, Queensland Investment Corporation, Goldman Sachs, and Schroder Investment Management, in Sydney, Brisbane and London. Stewart has a BEc (Hons) from Bristol University (UK). He is a Chartered Accountant, a Graduate of the Australian Institute of Company Directors and Fellow of FINSIA.


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Harry Corbijn

MN

(Netherlands)

Phone: Email:


Director, Head of Product Strategy & Development

Harry Corbijn is Director and Head of Product Strategy and Development and in that role responsible for the strategy and development of MN’s product range. MN is the one of the leading fiduciary managers in the Netherlands with over € 100 billion in assets under management. Before that he was director of Pension Fund British American Tobacco and responsible for asset management, pension scheme and reporting on behalf of both the pension plan and the employer. Harry started his career as a portfoliomanager at ING. He holds a masters degree in economics from the University of Amsterdam and is a chartered financial analyst.

Mary Cover

Ontario Teachers' Pension Plan Board (OTPP) (Canada)

Phone: Email:


Managing Director, Pension Strategy & Enterprise Risk

Mary joined OTPP in 2013 and is the Managing Director, Pension Strategy & Enterprise Risk. In her role, Mary works closely with the Plan Sponsors and many external groups to help ensure the pension plan’s sustainability. Mary leads the Asset Liability Modelling and Enterprise Risk Management / Operational Risk Management teams and oversees the liability valuation process with the external actuary. Mary joined Teachers with more than 20 years of experience in pension consulting – most recently as the Canadian Retirement Practice Leader at a leading global consultancy. She holds an Honours Bachelor of Science degree from Queen’s University with a major in pure mathematics. She is a fully qualified actuary and a fellow of both the Society of Actuaries and the Canadian Institute of Actuaries. Mary reports to Barbara Zvan, Chief Risk & Strategy Officer.

Gaetan Daigneault

Ontario Teachers' Pension Plan Board (OTPP) (Canada)

Phone: Email:


Investment Analyst

Gaétan Daigneault joined the Ontario Teachers’ Pension Plan (OTPP) in 2008. Mr. Daigneault currently heads the OTPP Asset-Liability team and supports the research initiatives around the long term risk profile of the Plan, including the annual Asset-Liability study in support of the Investment Plan. Mr. Daigneault is the resident expert when it comes to the liabilities of the Plan, ensuring OTPP’s research around demographics and Plan design is well specified and supported. Prior to joining OTPP, Gaétan worked in the International Consulting Group of a major consulting firm in London U.K. where he provided actuarial advice in merger and acquisition deals. He subsequently worked as an investment consultant in London UK, providing investment services related to asset allocation strategies, fund manager searches and investment governance, specializing in defined benefit plans, defined contribution and


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endowments/foundations. Mr. Daigneault is an Associate of the Society of Actuaries and the Canadian Institute of Actuaries as well as a CFA charterholder.

Hans de Boer

De Nederlandsche Bank (DNB) (Netherlands)

Phone: Email:


Policy Advisor at the Pension Supervisory Policy Department

Hans de Boer started working at the Pension Supervisory Policy Department of the Dutch Central Bank in Oktober 2015. First, he was involved in the implementation of variable annuities in the pay-out phase of DC-contracts in the Netherlands. Nowadays he cooridinates the pension reform debate at the Dutch Central Bank. His focus is pension contract design and the transitional dynamics of moving from one occupational pension scheme to another. Before he worked at the Dutch Ministry of Finance, where he focused on fiscal stress tets for the government budget and government guarenteed mortgage finance.

Ard De Wit

Stichting Bedrijfstakpensioenfonds voor de Detailhandel (Netherlands)

Phone: Email:


Head of Risk Management

I have been working in the financial industry for almost twenty years, of which seventeen at a custodian bank. My last position at this bank was department head of institutional risk management. This department was responsible risk management solutions for pension funds and derivatives overlay structures. During this time i was also vice chairman of the board of the company's pension scheme, and chairman of the investment committee. Since last year i work at the pension bureau of the retail pension scheme as manager risk and pensions. I have the financial risk manager (frm) designation (garp) and certified european financial analyst (cefa) designation (effas).

Biography to come

Gert Dijkstra

Algemene Pensioen Groep (APG) (Netherlands)

Phone: Email:


Chief Strategy & Communication

Gert Dijkstra is a member of the board at APG Asset Management since January 2010. He joined ABP in 2000 and subsequently APG in 2008. At APG he fulfilled several positions such as manager business development, legal and tax and programme manager for the implementation of the new multi-client fund structure. Before joining ABP/APG he worked as a management consultant at VODW, Amsterdam Consulting Group and TG Corporate Strategy & Finance B.V. Gert studied business management at the University of Groningen and followed several management courses at INSEAD and the Harvard Business School.


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David Draine

PEW Charitable Trusts (USA)

Phone: Email:


Senior Officer, Research

David Draine, a senior researcher at Pew, serves as a principal investigator and methodologist on Pew’s research on public sector retirement systems. His work has helped showcase the funding challenges facing many state and local pension and retiree health care plans as well as the possible solutions being considered by policymakers. In addition to examining plan funding, Draine’s research has covered plan design, risk and uncertainty, and pension disclosure and transparency. Based on this research, Draine has advised state and local task forces considering public sector retirement systems reforms. In addition to his expertise on public sector retirement benefits, Draine has conducted research and analysis on critical state policy issues including state revenue systems, investments in transportation infrastructure, and mortgage lending.

Paul Duijsens

ABP (Netherlands) Phone: Email:

+31.20.333.04.13 [email protected]

Head of Strategy

Paul Duijsens joined ABP on 1 May 2012. Within the ABP executive office Paul is responsible for strategy. He advises the ABP board on strategic issues like Asset Liability Management (ALM), Mission Vision and Strategy, and on the Dutch dialogue about our pension system. Paul is an actuary and full member of the Royal Dutch Actuarial Society (AAG). Before ABP, Paul was employed at Mercer for 19 years, as a Principal and European Partner of Mercer’s Retirement Practice and within Mercer’s Investment Practice responsible for the ALM business of Mercer in the Benelux.

Mark Fawcett

National Employment Savings Trust (NEST) (United Kingdom)

Phone: Email:


Chief Investment Officer

Mark has been an investment manager for the last 28 years and has led the investment team at NEST (PADA) since 2008. He has managed money at a variety of institutions. At Gartmore Mark was head of Japanese equities while at American Express Asset Management International, he was Chief Investment Officer. Before joining PADA, Mark was a Partner at the boutique investment manager Thames River Capital LLP. He has a number of external appointments including sitting on the Investment Committee of the Universities Superannuation Scheme. Mark has an MA from Oxford University and an MSc from London Business School.


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Marcie Frost

California Public Employees Retirement System (CalPERS) (USA)

Phone: Email:



Marcie Frost joined CalPERS as chief executive officer (CEO) in October 2016. She is the ninth CEO and second woman to head the Pension Fund, which administers a defined benefit retirement system and purchases health care for more than 1.4 million California public sector workers and their families. CalPERS oversees a global investment portfolio of approximately $300 billion, has approximately 2,800 employees, and operates on an annual budget of $1.8 billion. Marcie brings more than 16 years of pension industry leadership, information services expertise, and executive management experience to her role. She came to CalPERS from the Washington State Department of Retirement Systems (DRS), where she served as executive director and demonstrated strong leadership and innovation, an emphasis on customer satisfaction, and team collaboration. Prior to being appointed executive director, Marcie served four years as DRS' director. Before that she served in a number of other leadership capacities at DRS in human resources, information services, and operations. Marcie began her public service career as a benefits administrator with the Washington State Department of Labor and Industries. She is pursuing dual bachelor’s and master’s degrees in public administration.

Ruud Geerdinck


Phone: Email:


Manager Investments & Risk

Ruud Geerdinck (1986) is employed by the Dutch industry-wide pensionfund for the Retailers (250.00 actives, € 17 billion AUM). Within the Pensionbureau of the pensionfund he is acting as Manager Investments & Risk. He started his career with KAS BANK where he performed fund accounting and was account manager and relationship manager for Dutch pension funds. He studied at the Hanzehogeschool Groningen.


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RIchard Gillihan

California Public Employees Retirement System (CalPERS) (USA)

Phone: Email:


Board Member

Richard Gillihan is serving his first appointment to the CalPERS Board of Administration by virtue of his position as director of the California Department of Human Resources (CalHR). A career public servant, he was appointed by Governor Jerry Brown in March 2014. On behalf of the Governor, CalHR acts as the employer of state employees in all matters pertaining to employer/employee relations, including collective bargaining; employee salaries and benefits; job classifications, civil rights, training, exams, recruitment, and retention. Richard leads CalHR's department of nearly 300 staff and manages an operating budget of $61 million. Prior to his appointment, he served as acting director. Before joining CalHR, he held several positions at the California Department of Finance, including program budget manager, assistant program budget manager, chief of information technology operations and consulting, and assistant chief and data processing manager in its Office of Technology Review, Oversight and Security.

Henk Groot


Phone: Email:


Manager Investments & Finance

Henk Groot (1968) is employed by the Dutch industry-wide pensionfund for the Retailers (250.00 actives, € 16 billion AUM). Within the Pensionbureau of the pensionfund he is acting as Head of Investments & Finance. He started his career with KAS Bank where he acted in several roles being account manager for professional domestic traders, network manager global custody and relationship manager for Institutional Investors. He then moved to Northern Trust where he became a senior relationship manager for Institutional clients. He studied at the Amsterdam University of Applied Sciences in Amsterdam, did many specific Dutch studies relating to the securities business and attended academic courses on pension funds at the Rotman School of Management (Toronto, Canada).


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Mike Heale

CEM Benchmarking (Canada)

Phone: Email:


Principle

Mike is responsible for client service and global business development service for CEM’s investment and administration benchmarking clients. His personal clients include leading pension and sovereign wealth funds in Asia, Africa, Europe, the Middle-East, and the United States. Mike has an undergraduate degree in Physical Health and Education from Laurentian University and an MBA from the Richard Ivey School of Business, University of Western Ontario. Prior to joining CEM in 1999, Mike had 12 years of pension and life insurance marketing experience. He started his career in education as a basketball coach and teacher at Laurentian University. Mike is a frequent speaker at global pension and investment conferences where he shares performance and best practice insights from the CEM research program. Recent pension industry position papers that Mike has co-authored include: The time has come for standardized total cost disclosure for private equity, Private equity cost disclosure – a problem and the solution and A hedge fund performance reality check.

Chris Hitchen

Railways Pension Trustee Company

(United Kingdom)

Phone: Email:

+44.020 7330 6826 [email protected]


Chris is the CEO of the Railways Pension Trustee Company and its operating subsidiaries, RPMI and Railpen Investments. He sits on the Board of the Investor Forum and is a Director of the Pensions Quality Mark. From 2010-2015 Chris was a Trustee Member of NEST and was the first Chair of its Investment Committee. He is a former Chairman of the Pensions and Lifetime Savings Association and of its Investment Council. Chris is an Actuary, with 30 years' experience in pensions and investments. In 2015, Chris was appointed an Honorary Fellow of the CFA Society of the UK (FSIP).

Anita Joosten

Stichting Philips Pensioenfonds (Netherlands)

Phone: Email:


ALM Manager

Anita is member of the Board and CIO of the Philips Pensioenfonds (PPF) in the Netherlands. Her main areas of responsibility are overall investment strategy, including asset liability management, strategic asset allocation and SRI. In addition she is, together with her team of 6 investment professionals, responsible for financial risk management and investment oversight. With Assets under Management of about EURO 17 billion, PPF is one of the main corporate plans in the Netherlands. Anita started her career in Investment 19 years ago. She joined Philips Pensioenfonds in 2001. Anita holds a Master of Science in Economics from Tilburg University.


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Michael Jørgensen

Danish Labour Market Supplementary Pension (ATP) (Denmark)

Phone: Email:

+45 42 20 57 21 [email protected]

Chief Analyst

Head of Research at ATP. ATP is an independent pension company in Denmark with 5 billion members. In the research department we often do research/analyzes on the entire Danish pension system (all three pillars). Our research is done on register data (through Denmark statistics) comprising the entire Danish population. The register data gives us access to pension contributions, pension wealth and all taxable incomes for all Danes, which is a big privilege. Some of our main research interests, are saving behavior, retirement behavior and pensioners income. I have a Ph.D. in economics from the University of Copenhagen. My thesis was about labor supply, economic incentives, retirement and health.”

Shunsuke Kasuga

Nomura Research Institute (Japan)

Phone: Email:


Executive Consultant

Shunsuke Kasuga joined Nomura Securities in 1998 and experienced quantitative analyst, fund analyst and consultant in Financial research center. From 2004-2006, He was a senior researcher at the Research Institute for Policies on Pension & Aging. From 2006-2009, He was a senior quantitative analyst at Nomura Hong Kong. Currently he is in charge of investment consulting for Japanese public pension fund. He received his DSc. in Physics from the University of Tokyo and his MBA from Hitotsubashi ICS.

Rose Kerlin

Australian Super (Australia)

Phone: Email:


Group Executive

Rose is responsible for AustralianSuper's Membership group, which manages relationships with businesses and unions and develops the right strategies to effectively attract members today and into the future. Rose is also responsible for ensuring members have access to the most cost effective life insurance possible to help them secure their futures. Rose joined AustralianSuper in 2010 and became the State Manager of Western Australia, managing the merger with Westscheme in 2011. She was then appointed to the position of General Manager Growth in August 2013 before moving to her current role on 5 December 2016. She was previously a National Director at the Finance Sector Union of Australia. Rose holds a Bachelor of Economics (Social Sciences) from the University of Sydney, a Diploma of Financial Planning and is a Graduate of the Australian Institute of Company Directors (Company Directors CourseTM). Rose has also completed an Executive Leadership course at the University of Melbourne.


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Jaakko Kiander

Ilmarinen

(Finland)

Phone: Email:


Senior Vice President, Finance and Pension Policy

Jaakko Kiander is currently Senior Vice President and CFO of Ilmarinen, the second biggest pension insurance company in Finland. He is an economist by trading and has got his PhD from the University of Helsinki where he is also an adjunct professor of economics. Before joining Ilmarinen in 2010 he has been working at the University of Helsinki, Yrjö Jahnsson Foundation, Government Institute for Economic Research and as a Managing Director of the Labour Institute for Economic Research. He is one of the best-known macroeconomists in Finland. Beside the tasks of CFO in Ilmarinen, he is also working with corporate strategy and pension policy planning.

Marike Knoef

University of Tilburg / NETSPAR (Netherlands)

Phone: Email:


Board Member

Marike Knoef is board member of the Network for Studies on Pensions, Aging and Retirement (Netspar) and Associate Professor at Leiden University. She is involved in the development of the Netspar NexT research agenda and coordinates the research project “Uncertainty over the lifecycle: implications for pensions and saving behavior”. Marike is visiting lecturer in the Pension Innovation program of TIAS School for Business and Society.

Theo Kocken

Cardano

(Netherlands)

Phone: Email:



Theo Kocken (1964) is professor of Risk Management at VU University Amsterdam, founder of the Anglo-Dutch risk management firm Cardano and chairman of the Cardano Development Foundation that supports innovative financial insurance products such as drought insurance in over 50 developing countries. The past 25 years Theo expanded his expertise in derivatives and risk management as head of the Market Risk departments at ING and Rabobank International. In 2000 he founded Cardano, specialized in risk orientated investment management and risk management and European market leader in strategic risk management and derivatives overlays. Cardano, with over 150 employees, has offices in London, Amsterdam and Rotterdam. He published many books, articles and other media to improve education on risk management and create more robust financial institutions, especially better retirement systems.


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Niels Kortleve

PGGM

(Netherlands)

Phone: Email:


Innovation Manager

In 2010 Niels became responsible for developing propositions on combining pensions with health care and housing and on international affairs for PGGM. He started at PGGM in 1998 and has held roles in the investment and actuarial departments working on the pension deal, balance sheet management and solvency for pension funds. After studying econometrics, he began his career in 1988 as quant researcher at Robeco Group before moving to Rabobank International as fixed income analyst. He is a member of the Public Affairs Committee and joint chairman of the working group Pension Security for Pensioenfederatie; member of PensionsEurope’s IORP working group; chairman of the Partner Research Council of Netspar as well as a senior research fellow at Netspar. He is chairing a multi-company steering committee on housing, care and pensions. From March 2011 to March 2016, Niels was a member of the Occupational Pensions Stakeholder Group of EIOPA and he is a former chair of the ALM committee of the VBA (‘Dutch CFA’). He has written various papers and articles about combining pensions with healthcare and housing, on modernising the pension contract, balance sheet management, solvency and international supervision and choices in the pension system. In 2006 he published a book on fair value for pension funds together with Theo Nyman (Tilburg University) and Eduard Ponds (APG).

Fernando Larrain

AFP Chile

(Chile)

Phone: Email:


CEO

Master in Public Affairs, Princeton University. BA in Economics, Pontifica Universidad Católica de Chile. He worked as an advisor of the past President Ricardo Lagos, in issues related with public finance and state reform. Also he was an advisor of the Ministry of Finance, Ministry of Energy and Ministry of Economics. Before joining the Association of Pension Funds he was full time professor at Universidad Diego Portales and Universidad Adolfo Ibañez. In 2015 Fernando became Eisenhower Fellow. Since January 2016 Fernando is the CEO of the Association of Pension Funds in Chile.


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Thomas Lee

New York State Teachers’ Retirement System (NYSTRS) (USA)

Phone: Email:


Executive Director and Chief Investment Officer

Thomas K. Lee is chief executive officer and chief investment officer of the more than 427,000 member New York State Teachers’ Retirement System (NYSTRS). With assets exceeding $110 billion and a funded ratio of over 98 percent, NYSTRS is one of the largest and best funded public pension funds in the nation. Mr. Lee is accountable for all aspects of the System, including member services and investment programs. Prior to joining NYSTRS in 2006, Mr. Lee served as executive director of the Maryland State Retirement and Pension System. Mr. Lee serves on the Board of the International Foundation of Employee Benefit Plans (IFEBP); the Investment Committee of the Institute of Electrical and Electronics Engineers (IEEE) and the Board of the National Council of Real Estate Investment Fiduciaries (NCREIF). Mr. Lee received his Master of Business Administration from George Washington University, his master’s degree in political science from Temple University, and his bachelor’s degree in political science and sociology from Dickinson College.

Chris Limbach

PGGM

(Netherlands)

Phone: Email:

+31 30 277 1363 [email protected]

Managing Director

Chris Limbach is the Managing Director Investments at PGGM Institutional Business. PGGM is a leading Dutch pension manager with its roots in the healthcare and social work sector that manages € 200 billion of assets for six pension fund clients. Chris is responsible for the Strategic Asset Allocation advice and the Fiduciairy Advice that covers the implementation and monitoring of the clients’ investment policies. Preceding his current role he served consecutively as Head of the Quantitative Strategies team, as the advisor to the CEO of PGGM Investment Management (IM) and ad interim as the Chief Operating Officer of PGGM IM for the change of the business. He began his career as a derivatives trader at Optiver, a Dutch proprietary trading firm, in Amsterdam and later in Chicago. Chris studied Fluid Dynamics at the faculty of Civil Engineering at Delft University and earned his MBA from the University of Chicago Booth School of Business.


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Stephen Moir


Phone: Email:

+64 9 300 6980 [email protected]

Board Member

Stephen Moir was appointed to the Board of the Guardians of New Zealand Superannuation in November 2009. His term of office expires on 30 September 2019.vStephen has more than 25 years of experience in financial services, including being the General Manager of the Westpac Institutional Bank from 1998-2001, preceded by senior positions with Credit Suisse in Singapore, Citibank in Singapore, Bangkok and Sydney. He has previously served on the Board of Bank of New Zealand 2008 – 2017. Stephen is also on the Board of the Ports of Napier of New Zealand.

Bernard Morency

ICPM Board Member (Canada)

Phone: Email:


Board Member

Mr. Morency is a member of ICPM Board of Directors. He was with La Caisse de dépôt et placement du Québec from December 2007 to May 2017 where he was Executive Vice-President, Depositors, Strategy and Chief Operations Officer. As such, he was responsible for La Caisse’s relationship with its depositors, including their strategic asset allocation policy and managed the development and implementation of CDPQ's three years strategic plan. He sat on the Executive and the Investment and Risk Committees. Prior to this, Mr. Morency worked at Mercer for over 30 years where he occupied a variety of leadership and senior management positions. He was a member of Mercer's global executive team from September 2000 to June 2006. From 2000 to 2004, he oversaw Mercer’s Retirement, Benefits, Investment and Outsourcing businesses worldwide. From 2005 to 2006, he was President of Mercer Health & Benefits at the firm's head office in New York. Mr. Morency was a member of the Committee of experts on the future of the Québec retirement system. He also served on the Board of Directors of Finance Montréal (2013-2017) and the Standard Life Assurance Company of Canada and Standard Life Investments Inc. (2007-2009).


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Neil Murphy

Investment Management Corporation of Ontario (IMCO) (Canada)

Phone: Email:


Vice-President and Head of Communications

Neil Murphy is the Vice President of Communications for the Investment Management Corporation of Ontario (IMCO). His role is to develop and evolve a global communication strategy for the newly-established pooled asset manager. With over $60 billion in assets under management. IMCO is one of the largest institutional investment managers in Canada and is designed to serve public-sector clients in Ontario. Throughout his career, Neil has led communication teams for organizations in both Canada and the U.S. Most recently, he was a communications director at the Ontario Teachers’ Pension Plan where he led Member and Corporate Communications initiatives for the past nine years. Prior to joining Teachers’, Neil was Vice President of Corporate Affairs for a public relations firm in Toronto and was previously Communications Director for The Cadillac Fairview Corp. Ltd., one of the world’s largest commercial real estate firms. Neil holds a Master’s in journalism from Concordia University in Montreal and a Bachelor’s degree in political science from St. Francis Xavier University in Nova Scotia.

Alwin Oerlemans


Phone: Email:


Managing Director Institutional Business Development

His focus is on pension asset & risk management and international pensions. Alwin has been at APG since 2006 in positions in strategy and business development. Before APG, he worked for 9 years at merchant bank NIBC where he was involved in financial markets and pension fund risk management and 5 years at the Treasury of the Dutch Ministry of Finance in The Hague. He is chairman of the APG Personnel Pension Fund, takes part in the Editorial Boards of several pension publications and regularly teaches on pension management and innovation. He holds a masters degree in Operations Research and Econometrics from Erasmus University Rotterdam, a PhD in Quantitative Economics from Maastricht University and is CFA and FRM (Financial Risk Manager) charter holder. He has written several articles on pension design, risk management and IORPs. APG is specialised in the administration of collective pensions and serves over 4.5 million pension fund members in the sectors education, government, construction, cleaning and housing corporations. APG manages over €440 billion of pension assets and has offices in Amsterdam, Heerlen, New York, Hong Kong and Bruxelles.


18

Michelle Ostermann

British Columbia Investment Management Corp. (bcIMC) (Canada)

Phone: Email:


Senior Vice President, Research and Risk Measurement

Michelle Ostermann joined bcIMC in 2013 and leads their Investment Research, Economics and Investment Risk teams. Over the course of her 22 year career she has held a variety of roles in the investment, insurance and pension industries. She was the general manager of Manulife’s $35B annuity business, built from the ground up Sun Life Global Investments’ asset allocation team ultimately managing $6B AUA, and managed a $10B ALM portfolio for Sun Life Investments. She has experience in front, middle and back office roles ranging from business development to risk management and actuarial pricing for both Pension and Retail Wealth businesses. Her proudest accomplishments include leading a business development team charged with a $2B sales target spanning 5 different distribution channels, and a product development team responsible for reinventing Canada’s leading segregated fund line up. She currently sits on the Board of Directors of the Pension Investment Association of Canada (PIAC) and Junior Achievement BC. She has a Bachelor of Science degree in Economics and holds a Chartered Financial Analyst designation (2001). She and her family reside in Victoria BC where she is an active volunteer for her local chapter of Junior Achievement.

Sarah Owen


Phone: Email:


General Counsel & General Manager Corporate Strategy

(BA/LLB, DipACC)

Sarah joined the Guardians in 2007 from Westpac/BT Funds Management where she was senior legal counsel/company secretary for the Westpac wealth management companies. Prior to this Sarah was a Senior Associate at Minter Ellison Rudd Watts, and before that DLA Phillips Fox, specialising in funds management/superannuation and commercial law.


19

Folkert Pama

a.s.r.

(Netherlands)

Phone: Email:


Sales Director and Customer Service Pensions

Folkert Pama is Sales Director and Customer Service Pensions at a.s.r. since October 1, 2016. For his appointment at a.s.r.r. Folkert was employed by BeFrank as chairman of the board, and was a member of the board of Delta Lloyd Life in Belgium. To that end he has performed various pension functions at ABN AMRO. Folkert is an experienced director in financial services and financial management, but lost his heart to the retirement profession. He has been active in the retirement world for more than 20 years and has been working on all aspects of the profession (from advisor to executor).

Arjen Pasma

PGGM

(Netherlands)

Phone: Email:


Chief Risk & Compliance Officer

Arjen Pasma is Managing Director Risk & Compliance of PGGM N.V. Arjen is board member of PGGM Investments and PGGM Treasury in the role of Chief Risk & Compliance Officer and member of the investment (policy) committee and allocation committee. Arjen reports to the Chief Financial Risk Officer of PGGM N.V. Arjen has over 18 years of investment experience. From 2008-2012, Arjen was the Investment Management and Pensions practice leader of Deloitte in the Netherlands and director in the Financial Risk Management team. He has worked with investment managers, private banks and pension funds in assignments on risk management, investment consulting, risk governance, quantitative analyses and model validation. From 1997-2008, Arjen fulfilled several roles within ABN AMRO Asset Management as senior portfolio manager and head of quantitative equity management, risk manager and part of the management team equity management. He studied Econometrics at the Rijksuniversiteit Groningen specializing in investment management and behavioral finance. Arjen is a CFA charter holder since 2002.


20

Eduard Ponds


Phone: Email:


Head Strategy, Financial and Risk Policy

Eduard Ponds holds the chair of Economics of Collective Pension Plans at Tilburg University. He is also employed at APG, a pension service provider in the Netherlands with 450 bln euros AuM (end 2017). Since 1995 he was subsequently actuary, senior researcher investments, manager pension fund strategy and currently he is applied research and innovation in product redesign. Eduard Ponds has introduced two innovations for the Dutch pension fund sector which are widely used by pension funds. These innovations concern first the so-called policy ladder as tool to define conditional indexation by Dutch pension funds, and secondly the method of value-based generational accounting which is used to determine generational redistribution in case of changes in the design and funding of collective pension plans. He was one of the first to recognize the importance of generational transfers within the Dutch pension fund sector, as put forward in his PhD project of 1995, titled: ‘Supplementary pensions, intergenerational risk-sharing and welfare’. This topic is now heavily debated for years in a nation-wide debate on pension reform in the Netherlands.

Mark Prefontaine

Alberta Investment Management Corp (AIMCo) (Canada)

Phone: Email:


Senior Vice President, Client Relations, AIMCo

Mr. Prefontaine joined AIMCo in November 2016 as the Senior Vice President, Client Relations with AIMCo. Prior to this role he served as the Senior Assistant Deputy Minister and as Assistant Deputy Minister (including the roles of Superintendent of Pensions, Superintendent of Insurance, and Superintendent of Financial Institutions). Mr. Prefontaine has been in the financial sector for over 22 years, 14 years in the public sector and eight years in the private sector. Prior to that, he was an officer in the Canadian Armed Forces for five years. Mr. Prefontaine received his undergraduate degree in Honours Economics and Commerce from the Royal Military College of Canada in 1994 and his MA in Interdisciplinary Studies from the Royal Roads University in 2008. He is a Chartered Financial Analyst and holds an ICD.D.

Karina Raaijmakers

AFM (Netherlands) Phone: Email:


Hoofd domein Verzekeraars & Pensioenen

Karina Raaijmakers is Head of the supervisory department Insurance & Pensions of the Dutch Authority for the Financial Markets (AFM).


21

Sudhir Rajkumar

World Bank (USA) Phone: Email:


Head of Pension Advisory

Sudhir Rajkumar is head of the global pension advisory program at the World Bank Treasury. He leads advisory activities for public pension funds and other long-horizon multi-asset class investors seeking to build global investment operations, and has served as a senior advisor to several such funds and institutions. During 27 years in global investments, Mr. Rajkumar has managed various asset portfolios of the World Bank Group, its official sector institutional clients, and World Bank pension funds. He has also formulated asset allocation and investment strategy, and hired and managed external investment managers. He previously led teams originating and executing project finance and private equity investments, as well as fee-based corporate finance and privatization advisory mandates, in emerging markets in Asia and Europe (with the International Finance Corporation). Mr. Rajkumar holds an MBA from University of Chicago, a M.Sc. in economics from the London School of Economics, a B.Sc. in engineering from University of Delhi, and a CFA charter. He serves as Vice-Chair of the Board of International Centre for Pension Management (ICPM). He also serves on the Advisory Committee on Investments of the Food and Agriculture Organization of the United Nations (FAO), and the Investment Committee of UN Office of Project Services (UNOPS). He previously served on the Investment Committee of the UN World Food Programme (WFP) from 2004–2010. Mr. Rajkumar is an author and co-editor of the book Governance and Investment of Public Pension Assets: Practitioners’ Perspectives published by the World Bank.

Fleur Rieter

ASR (Netherlands) Phone: Email:


Directeur Pensioenen

Fleur Rieter (1969) is Director of Pensions at a.s.r. since 2013. She studied econometrics, is an experienced actuary and has more than 20 years of experience in the financial sector. In 2011 she started at a.s./De Amersfoortse as Chief Financial and Risk Officer. Prior to that she worked for 8 years as Director of Finance and Operations at Legal & General Netherlands, five years at PwC and 3 years at Zwitserleven. Fleur was in the board of the Royal Actuarial Society and Actuarial Institute. As a member of the Foundation for Sustainable Micropensions, she is closely involved in the use of micro-pensions in developing countries.


22

Jeroen Rijk

PGB (Netherlands) Phone: Email:

+31.207.024328

[email protected]

Manager Balance Sheet Management

Jeroen Rijk is Head of Balance Management at PGB Pensioendiensten. In this role he is responsible for advice on balance sheet management, investment strategies and ALM. Before joining PGB, Jeroen was senior strategist at PGGM, Head Strategic Investment policy at a.s.r. and Director Investment Strategy and Product Development at MN. Jeroen started his career as a strategic consultant at OC & C. Jeroen graduated at the Technical University of Delft as an Master of Applied Mathematics.

Cristian Rodriguez

AFP Habitat (Chile) Phone: Email:


CEO

Since 2008, Mr. Rodriguez has been the CEO of AFP Habitat, the second largest Chilean pension fund manager. He joined Habitat in 1994, and between 1998 and 2008 he was the Chief Investment Officer. Prior to that, Mr Rodriguez worked at Celsius, a local investment bank. He is a member on the board of AFP Habitat Peru and has been a member on the board of Deposito Central de Valores (DCV) and Previred. He is a Commercial Engineer from Universidad Catolica de Chile and a CFA charterholder.

David Russell

Universities Superannuation Scheme (USS) (United Kingdom)

Phone: Email:


Co-Head Responsible Investment

David Russell co-heads the Responsible Investment Team of USS Investment Management, the fund manager for Universities Superannuation Scheme, where he has worked since 2001. USS is one of the largest pension funds in the United Kingdom, with assets in excess of approximately £50 billion and over 330,000 members. USS has a Responsible Investment (RI) team of six and a RI strategy which focuses on integrating extra financial factors into its investment processes across asset classes, and on engaging with public equities and other assets where these issues pose a risk to the fund's investments. David is a former Board member of the PRI Association and is an advisor to the Board of the Institutional Investors Group on Climate Change (IIGCC), which USS set up in 2001. He is also a member of the FTSE Environmental Markets Advisory Committee, and on the PRI Private Equity Advisory Committee. David has previously worked as an Environmental Manager for a UK retail company, and was for five years a University lecturer in Environmental Management. He has a Masters Degree in Environmental Impact Assessment.


23

Jonathan Simmons


Phone: Email:


Chief Financial Officer

Jonathan Simmons is a Fellow of The Institute of Chartered Professional Accountants of Ontario. He was appointed Chief Financial Officer at OMERS in January 2014 where he is accountable for all financial and risk functions. OMERS is one of Canada’s largest pension funds with almost 440,000 members and over $65B in net assets invested globally in public markets, infrastructure, private equity and real estate. Prior to joining OMERS, Jonathan spent 22 years practicing public accounting with PricewaterhouseCoopers LLP, where he was an audit partner and the firm’s national insurance sector leader. He holds a Bachelor of Science degree from the University of Warwick in the United Kingdom. Jonathan also serves as a director at a number of organizations, including United Corporations, a TSX-listed investment company; Futurpreneur Canada, a national non-profit that provides coaching, business resources, start-up financing and mentoring for youth aged 18-34 to help start a business; and The Giles School, an independent, French immersion school. He is also a volunteer fundraiser for the MS Society of Canada.

Onno Steenbeek


Phone: Email:


Managing Director ALM & Solutions

Onno Steenbeek (1967) is managing director of Strategic Portfolio Advice at APG Asset Management. This department is responsible for APG’s advisory services regarding ALM and strategic asset allocation, as well as investment and pensions research. The quantitative models employed by the department are used to optimize the financial strategy of associated pension funds (with AUM totaling over Euro 450 billion), for overall risk budgeting and for reporting purposes. In addition, the department leads research projects into e.g. the sustainability of current pension contracts, longevity risk and a broad range of investment topics. Steenbeek also holds a Chair in Pension Fund Risk Management at the Erasmus School of Economics in Rotterdam, The Netherlands. Apart from lecturing on various finance subjects, he conducts academic research and publishes books and articles. Every other year, he organizes policy-oriented pension conferences at the Erasmus School of Economics. In addition to his primary affiliations to APG and Erasmus University, Steenbeek is a member of the Supervisory Board of Optimix Investment Funds N.V. and a member of the Investment Advisory Committee of ABN-Amro Pension Fund. He recently served in 2 committees advising the State Secretary of Social Affairs & Employment on specific aspects of the new pension law. He currently serves as co-chair of the ICPM Research Committee.


24

Tom Steenkamp

Robeco (Netherlands) Phone: Email:

+31 612934249 [email protected]

Executive Vice President and Co-Head of Investment Solutions and Research

Tom Steenkamp has been working at Robeco since November 2010. His current position is Senior Pension Investment Consultant. His main areas of responsibility are portfolio strategy, Investment (quant) research, and Deputy Chairman of the Robeco Pension fund. He worked at Robeco as CIO Investment Solutions & Research and chairman of the PPI board. Tom is also a professor at the VU University Amsterdam and his responsibilities there include the postdoctoral Investment Management (‘VBA’) course. Before joining Robeco, Tom worked at ABP/APG for more than 12 years as a member of the Board of APG Asset Management, where his portfolio included Fixed Income and GTAA. He was also director of Allocation & Research. Tom graduated cum laude from the University of Amsterdam as an all-round economist.

Bianca Tetteroo

Achmea (Netherlands) Phone: Email:


Lid van Raad van Bestuur Achmea

Bianca Tetteroo has been in the Board of Achmea since 2015. She is responsible for pensions, life insurance, asset management and Achmea Bank. Her ambition is to rebuild trust in the financial sector and especially in Achmea, by innovating and responding to major social challenges. To her opinion, people no longer trust that their pension will be sufficient by the time they retire. They actively want to participate in strengthening their financial position and plan for their lifestyle after retirement. Bianca was the driving force behind a recent new venture within Centraal Beheer, strategically clustering life insurance, saving, investing and fiscal choices. She believes the world today asks for companies to make fundamental strategic choices and accelerate innovation.

Paul Todd

National Employment Savings Trust (NEST) (United Kingdom)

Phone: Email:


Head of Investment Policy

Paul is part of the leadership team within NEST’s Investment Directorate working with the CIO to set strategic direction and delivery. He has lead responsibility for NEST’s ESG integration and active ownership approach; responsibility for developing NEST Retirement Funds choice architecture, policy and delivery; along with developing the overall investment proposition; and the integration of member analysis into investment strategy development. Prior to joining NEST in 2008 he was seconded from the DWP to DG Employment, Social Affairs and Equality at the European Commission as a national expert on pensions and social security. Prior to this Paul was Private Secretary to the Secretary of State for Work and Pensions and head of office for the Minister of State for Pensions, following time in the DWP with responsibility for occupational and private pensions policy development, including the development of the PPF and financial assistance scheme.


25

Jaap van Dam

PGGM (Netherlands) Phone: Email:


Principal Director Investment Strategy

As Principal Director Investment Strategy, Jaap is responsible for making sure that the investment management practice of PGGM is the best available and state of the art. He is responsible for formulating the change agenda for PGGM's Investment Practice, ranging from why (principles) to how (investment framework) to what (building blocks). Mr. Van Dam is a member of the ICPM Research Committee, the Investment Board of the Dutch Society of Industry Pension funds (Pensioenfederatie) and the EDHEC‐Risk Institute International Advisory Board. He graduated in 1987 from Rotterdam Erasmus University where he studied Finance. Mr. Van Dam started at PGGM Investments in 2005 as Head of Inhouse Equities. In 2006 he was appointed Chief Strategist.

Fieke van der Lecq

VU University Amsterdam (Netherlands)

Phone: Email:


Parttime professor of Pension Markets

Fieke van der Lecq (1966) graduated cum laude from Groningen University, with degrees in economics and business economics. After completing her PhD on the theory of money, she held positions in research, government policy, supervision and business. At the moment, Fieke is part-time professor of Pension Markets at the Erasmus School of Economics, Rotterdam, as well as supervisory board member of Delta Lloyd Group and Syntrus Achmea Real Estate & Finance, chairman of the supervisory boards of pension fund Robeco and the pension fund of the Confectionery Industry, chairman of the investment committee of pension fund IBM Netherlands, member of the committee on financial reporting and accountancy of the Financial Markets Authority, and crown member of the Social Economic Council. She also holds several advisory positions, and serves as a board member of Birdlife Netherlands.


26

Jaco Van Der Walt

FirstRand (South Africa) Phone: Email:


Head of Investment Management Office

Jaco heads up the Investment Management Office at FirstRand where he is able to drive transformational change across pension funds, insurance and wealth management. He serves on the board of trustees of several of the Group’s pension funds and chairs the largest of these. He chairs the investment committees of the FNB Pension Fund and the RMB Pension and Provident Funds. He is the chief investment officer for FirstRand Life Assurance. He is also responsible for the balance sheet management of the Group’s non-bank portfolios (including life insurance, short-term insurance and post-retirement medical aid) and chairs the house view investment committee for wealth management. Jaco is a member of the Thinking Ahead Institute which is a global think tank aimed at improving the investment industry for the benefit of savers. He chairs the Balance Sheet Management Advisory Committee for a major South African insurer. His current research focusses on pension design, investment governance, pension balance sheet management with a specific focus on ALM design and risk management for DC pensions. He holds a master’s in economics from the University of Toronto and a doctorate in economics from the University of Pretoria.

Remco van Eeuwijk

Alberta Investment Management Corp (AIMCo) (Canada)

Phone: Email:


CRO

Alberta Investment Management Corporation (AIMCo) has appointed Remco van Eeuwijk as chief risk officer, effective May 2, 2016. With more than 15 years of experience, Van Eeuwijk is a seasoned investment risk management executive with deep knowledge of institutional asset management and global pension markets. Since 2008, he was UK managing director of MN, the third-largest pensions and investment manager in the Netherlands.

Annick van Ool

Maastricht University School of Business and Economics (Netherlands)

Phone: Email:


policy advisor/PhD PhD Candidate

Annick van Ool is a policy advisor in pensions at the supervisory policy division within De Nederlandsche Bank. Moreover, she is a PhD student at the Finance department of Maastricht University and supervised by Rob Bauer and Dirk Broeders. Her research focuses on investment strategies and the design of DC pension schemes. She studied Econometrics at Tilburg University.


27

Jan Willem van Oostveen

PFZW - Pension Fund for Care and Welfare (Netherlands)

Phone: Email:

+31 6 22 90 55 89 [email protected]

Board Member

Jan Willem van Oostveen is Manager Investments and Financial Policy at Pension fund Care and Welfare (PFZW) in the Netherlands. He also acts as Deputy Director when CEO Peter Borgdorff is absent. Jan Willem has been working for PFZW for over 25 years. During that time, he has fulfilled several key roles. As project manager, he was closely involved in the spinoff of PGGM from the pension fund, after which PGGM has become service provider of PFZW. In his current role, Jan Willem advises the board of trustees about the execution of the PFZW investment policy and the company’s financial structure. His area of expertise lies in advising about PFZW’s strategy planning and the realization of the ALM-study and the investment policy of the fund.

Benne van Popta

PMT-MN (Netherlands) Phone: Email:


Chair

Benne van Popta was born in The Netherlands. He studied macro-economics, public finance and political economics (1970 – 1976). He worked at the Ministry of Finance for thirteen years (Treasury, 1976-1979; Budget Department, 1986 – 1995; lastly as deputy director for Budget Affairs) and was Chief Economist at the Secretariat of the Social and Economic Council (one of the two social dialogue institutions in The Netherlands) for six years (1980 – 1986). In 1995 he joined the small business organization MKB-Nederland. There, Mr. van Popta was Director Economic and Social Affairs, Director European Affairs and CFO. On behalf of this organization he was a member of the Board of UEAPME (the European Association of Craft, Small and Medium-sized Enterprises), where he served two terms as a Vice-President, responsible for European social affairs and European social dialogue. Since 2000 he has chaired the Pension Fund for the Retail Sector on behalf of the employers’ organizations in the retail sector, and from 2011 he is the employers’ chair of the Pension Fund for Small Industry, on behalf of the employers organizations in the small industry sector. (These sectoral employers’ organizations are members of MKB-Nederland). He was the representative of MKB-Nederland in the recent round of negotiations (2010/11) on pension reform in The Netherlands. He is also a member of the Board of the recently founded Pension Federation in The Netherlands and is the employers’ chair of the Dutch Association of Industry-wide Pension Funds (2005). In May 2011, he was elected Vice-Chair of the Occupational Pensions Stakeholder Group at the European Insurance and Occupational Pensions Authority, EIOPA. In autumn 2011 Mr van Popta has joined the board of the EFRP (European Federation of Retirement Provisions) on behalf of the Dutch Pension Federation.


28

Chris Vanden Haak


Phone: Email:


Vice-President, Pension Strategy and Governance

Chris Vanden Haak is Vice-President, Pension Strategy and Governance for the OMERS Sponsors Corporation (SC). Chris Vanden Haak joined the OMERS Sponsors Corporation (SC) in 2012 bringing a wealth of retirement industry experience gained in the retirement consulting practice of Mercer (Canada) Ltd, a leader in the benefits consulting industry. His expertise encompasses the broad spectrum of pension plan management, including funding, accounting, administration and the governance of defined benefit pension plans. In addition to his senior operational responsibilities, Chris is responsible for advising the SC Board on funding management strategy, plan design, risk, and governance -related issues. He has management accountability for each of the board committees – HR, Governance, Plan Design and Audit. Chris also represents the SC regularly at key leadership forums, including the Board meetings of participating sponsors and associations. Chris, is a Fellow of the Canadian Institute of Actuaries, has a Bachelor of Science degree in mathematics from Brock University and a Post-Degree Diploma in actuarial science from the University of Waterloo.

Stef Vermeule

PGGM (Netherlands) Phone: Email:


Manager Actuarial Advice & ALM

Stef Vermeulen AAG (1982) is Manager Actuarial Advice & ALM at PGGM. The ALM department of PGGM consists of 14 advisors and advises 8 clients. After econometrics study in Maastricht, Stef started at PGGM as an ALM-advisor for PFZW, the pension fund of the Dutch healthcare sector. Until 2015, Stef advised the pension fund of the cultural sector and the pension fund of general practitioners on strategic asset allocation, the pension contract and FTK. Stef has published chapters in books on ALM and FTK and has written blogs on PGGM.nl. Since October 2015, Stef is the manager of the ALM department of PGGM.

Mark Walker

Unilever (United Kingdom) Phone: Email:


Global Chief Investment Officer

Mark is Managing Director and Global Chief Investment Officer of the Univest Company, Unilever’s internal investment group. The Univest Company oversees the investments of Unilever's pension plans in over 40 countries. Prior to joining Unilever, Mark was a Partner at Mercer and was head of the London Investment Consulting Unit. Mark has over 20 years of experience in actuarial, pensions and investment work. Whilst at Mercer he was the lead consultant to Unilever in relation to the set up and ongoing advice to Unilever's multi country asset pooling vehicles. Mark is a Fellow of the Institute of Actuaries and a member of the 300 Club.


29

Philippe Zaugg

CPP Investment Board (CPPIB) (Canada)

Phone: Email:


Director, Investment Research, Total Portfolio Management

Philippe joined in February 2011. He is responsible for modeling the return dynamics of existing and new active programs across public markets and all PMI-related investment research. He also coordinates and develops the calibration of factor modelling for CPPIB assets.Prior to CPPIB, Philippe worked for the Public Sector Pension Investment Board, as a Senior Director of Quantitative Research. Previously, he held senior positions at Laurentian Bank. Philippe holds graduate and doctoral degrees in Theoretical Physics from the Université de Genève. He has post-doctoral research experience at Massachusetts Institute of Technology (MIT, Cambridge, USA); Centre National de la Recherche Scientifique (CNRS, France), and University of Montreal.

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