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Distinguished leaders of US and Canadian public pension fund organizations will discuss their investment decision-making processes and strategy implementation across global public and private markets.


Topics: Financial AnalysisRisk Analysis & ManagementValuationFirm Management & Client RelationshipsManager SelectionInvestment Management StrategiesMulti-Asset StrategiesInvestment Products & Asset ClassesAlternative AssetsLeadership SkillsTrading StrategiesEconomic ConditionsHedge Funds

Hosted by CFA Institute

Overview

  • How are large asset owners investing their capital in the current environment?
  • How can investment strategies take advantage of a longer time horizon by providing liquidity and investing opportunistically?
  • What do effective investment decision-making and risk management practices look like?

Two pension fund leaders will share their knowledge, expertise, and strategies for managing large public pension funds during a global pandemic amid high uncertainty around economic recovery. They will discuss the importance of financial strength and time horizons that allow them to invest in a combination of liquid and illiquid strategies, positioning their pension funds for the future and creating retirement security for their municipal employees and retirees.

This webinar is part of the Professional Investing series.

1 PL

CFA Institute members can claim PL credit by providing their CFA Institute ID number when registering.

About the Speaker(s)

Peter Lindley
Peter Lindley

Peter Lindley is president and CEO of OPTrust, one of Canada’s largest defined benefit pension plans. He is a financial services industry veteran with over 30 years of experience in strategy, investments, and leading high-performance teams. Mr. Lindley is a strong advocate for defined benefit pensions and responsible investing. Previously, he served as president and head of investments at State Street Global Advisors, where he was responsible for the firm’s overall Canadian business strategy. In this role, Mr. Lindley led teams of investment, client service, operations, and administration professionals providing investment solutions and advice to institutional clients, including pension plans, endowments, foundations, and fund managers. He has also held senior roles at Deutsche Bank and CIBC World Markets in Toronto and worked in the United Kingdom for the Industrial Bank of Japan and Security Pacific. Mr. Lindley obtained a bachelor of engineering from the University of Leicester and a bachelor of education from the University of Toronto.

Dhvani Shah, CFA
Dhvani Shah CFA

Dhvani Shah, CFA, is the chief investment officer of the Illinois Municipal Retirement Fund. Previously, she was the managing director of private equity at the New York State Teachers’ Retirement System, where she oversaw a program with more 64 managers and 140 partnerships and was a member of the Internal Investment Committee. In addition, Ms. Shah invested in private equity and real estate funds at the Chicago office of Bank of America, serving as vice president of the bank’s Strategic Investment Group. She started her career at Northwestern University’s Investment Office, as part of the team that managed the university’s endowment fund. Ms. Shah serves on the board of directors of CFA Society Chicago, the Robert Toigo Foundation, the Pension Real Estate Association (PREA), and the PREA Foundation, where she also serves as treasurer. She is a former member of the Education Committee and served as a board member of Institutional Limited Partners Association. Ms. Shah is a member of the Private Equity Women Investor Network and the National Association of Securities Professionals. She earned a bachelor of business administration (magna cum laude) from Loyola University and an MBA from the University of Chicago Booth School of Business.

Michael S. Falk, CFA
Michael S. Falk CFA

Michael Falk, CFA, is a partner at the Focus Consulting Group. He specializes in helping investment/wealth management teams improve their investment decision making and helping their firms with strategic planning and succession. Previously, Mr. Falk was a chief strategist at global macro L.P. and chief investment officer in charge of manager due diligence and asset allocation at a multi-billion dollar advisory practice. He is a frequent speaker and presenter at industry events and is often quoted in the press. Mr. Falk is on the CFA Institute Approved Speaker List and has taught on behalf of CFA Society Chicago. He had served as a contributing member for the Financial Management Association’s Practitioner Demand Driven Academic Research Initiative and as an adjunct faculty member for DePaul University’s Certified Financial Planner Certificate Program. Mr. Falk is author of the CFA Institute Research Foundation monograph Let’s All Learn How to Fish . . . to Sustain Long-Term Economic Growth and Get to Work . . . on OUR Future, and he co-authored Money, Meaning, and Mindsets.