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Hear from these leaders:

Mark Blumberg, Partner, Blumberg Segal, LLP (Toronto)

Arthur Donner, Economic Consultant, Chair of The Investment Committee, Atkinson Charitable Foundation; Member of the Investment Advisory Committee, Nunavut Trust (Toronto)

Tim Draimin, Executive Director, Social Innovation Generation (SiG) National (Toronto)

Paula Glick, Director, Business Development, Jantzi Sustainalytic (Toronto)

Lyn Hutton, CIO, Commonfund (Wilton, CT)

Tom Heck, CIO, Ball State University Foundation (Muncie, IN)

Scott MacKenzie, President and CEO, Morningstar (Toronto, ON)

Susan Manwaring, Partner, Miller Thomson, LLP

Anna C. Naud, Associate, Borden Ladner Gervais LLP (Toronto)

Victoria Prince, Partner, Borden Ladner Gervais LLP (Toronto)

Kelly Rodgers, President, Rodgers Investment Consulting (Toronto)

Gillian Scott, CA, CFA, Managing Director and Partner, Castle Hall Alternatives

Laurence Siegel, Research Director, Research Foundation of CFA Institute; Institute and Senior Advisor, Ounavarra Capital; Director of Research, Investment Division (Retired), Ford Foundation (Chicago, IL)

Robert Stapleford, Principal, Unit Head, Investment Consulting, Mercer Investment Consulting (Toronto)

Perry Teperson, VP, Portfolio Manager, Leith Wheeler Investment Counsel Ltd. (BC)

Ross Wicks, Technical Policy Advisor, Canada Revenue Agency (Ottawa)

Arthur Donner,
Economic Consultant, Chair of The Investment Committee, Atkinson Charitable Foundation; Member of the Investment Advisory Committee, Nunavut Trust (Toronto)

Arthur Donner is a Toronto-based economic consultant with a lively interest and involvement in macro and micro economic policy issues in Canada. Arthur has the ability to make complicated economic issues understandable to widely different audiences.  Consequently, his career has moved between universities, governments and the private sector and he continues to be a commentator in the media. 

Arthur studied economics and finance at the University of Manitoba where he earned a BA (Hons.) and MA degrees, and he received his PhD at the University of Pennsylvania in 1968.

On the investment front, Arthur has been a member of the Investment Advisory Committee of the Nunavut Trust since the Trust first started receiving funds in 1993. Arthur is also the chair of the Atkinson Charitable Foundation investment committee.

Arthur has been an economic advisor to a number of Canadian governments and four of his most challenging assignments are mentioned here.

In 1981 Arthur was appointed an advisor to the Priorities And Planning Committee of the Federal Cabinet, the most powerful Committee within the Federal Government.  In 1986 Arthur was appointed to chair the five-member Ontario Government Task Force of Hours of Work and Overtime.  In 1994 Arthur headed the nine member Federal Advisory Group On Working Time And The Distribution Of Work. In 2005 Arthur was appointed Special Advisor to the Federal Minister of Housing to focus on the development of new Aboriginal housing strategy for the Canadian Government. 

Tim Draimin,
Executive Director,
Social Innovation Generation (SiG) National (Toronto)

Tim is the Executive Director of Social Innovation Generation (SiG) - a national partnership fostering social innovation in Canada.  Its partners are The JW McConnell Family Foundation, MaRS Discovery District, University of Waterloo, and PLAN.

He is the founding chair of CAUSEWAY, a collaborative accelerating the expansion of a social finance marketplace in Canada. Causeways co-hosts, with MaRS, Canada’s national conference on social finance: Social Finance Forum.  He is an advisor to Community Foundations of Canada’s Responsible Investing Pilot Project. 

Tim is the author of Canada's first national study of social entrepreneurship and a frequent advisor to government, as well as to non-profit associations and leaders. In addition to his advocacy and writing, he has worked and consulted with the Canadian Council for International Co-operation, the International Development Research Centre and the Ford Foundation.  He has served on many boards including Social Investment Organization (SIO), Canadian Environmental Grantmakers Network (CEGN), IMPACS.

He was the founding CEO of Tides Canada Foundation, which focuses on the environment and social justice. During his time at Tides, he guided the Foundation's expansion, established Canada's first national support system for social entrepreneurs – Tides Canada Initiatives (formerly Sage Centre) – and supported an innovative and world-renowned model of integrated conservation: BC's Great Bear Rainforest initiative.  

Paula Glick,
Director, Business Development,
Jantzi Sustainalytic (Toronto)

Paula has had extensive experience in the financial industry as an investment advisor, institutional trader, and portfolio administrator. Prior to joining Jantzi Research in 2004, she worked for various organizations, including YMG Capital, MMA Investment Managers, Fidelity Investments, and Watt Carmichael Inc. Paula is a graduate of the University of Toronto and has completed her Canadian Securities, Conducts and Practices, and Professional Financial Planning Courses through the Canadian Securities Institute. Paula Glick sits on the Board of Syrinx Concerts Toronto, a non-profit organization devoted to encouraging and promoting Canadian artists and composers.

Lyn Hutton,
CIO,
Commonfund (Wilton, CT)

Ms. Hutton joined Commonfund in 2003 as Chief Investment Officer. In this capacity, Ms. Hutton has oversight responsibility for all aspects of investment strategy, portfolio management, due diligence and manager selection for all of the organization's investment funds, as well as non-investment programs and services. She also chairs the Commonfund Group Investment Policy Committee. Before joining the firm, Ms. Hutton served as the Vice President and Chief Financial Officer of the John D. and Catherine T. MacArthur Foundation since June, 1998. She was responsible for the financial administration of the Foundation and for management of the Foundation’s then $4.0 billion investment portfolio. In addition, Ms. Hutton was a corporate officer of the Foundation and a member of its senior management team. Prior to MacArthur, Ms. Hutton
served at Dartmouth College as Vice President and Treasurer, handling its investments and
treasury, budgeting and planning, the controller’s office, internal audit, administrative services, facilities operations and human resources. She has also been Senior Vice President, Administration and Treasurer for the University of Southern California. Ms. Hutton is a Chartered Financial Analyst and was a Certified Public Accountant (currently nonpracticing), and a member of the CFA Institute. She serves on several boards, including the MSCI / Barra Editorial Advisory Board, and has been a Trustee for Commonfund, Commonfund Realty and Commonfund Capital. Ms. Hutton is an alumna of the University of Southern California and graduated with honors from USC School of Business Administration.

Tom Heck,
CIO,
Ball State University Foundation (Muncie, IN)

Tom Heck, CFA is Chief Investment Officer of the Ball State University Foundation, having served as its Vice President/Treasurer for 20 years.  During his tenure assets of the foundation had grown from $27 million to over $200 million, with a corresponding evolution in the organization’s size and complexity.  During the recent decline, although suffering negative returns, the foundation maintained top-quartile performance among its peers.  In November 2007 the Foundation was named Small Nonprofit of the Year by Institutional Investor News.  The foundation’s asset allocation has evolved from 65% fixed/35% equities to 10% fixed/40% equities/50% alternatives.  Mr. Heck formerly was responsible for all financial functions of the foundation including financial reporting, gift processing, charitable trust and annuity administration, budgets, technology, and strategic financial planning.

Mr. Heck has served as treasurer of White River Health Care, P.C., an independent family practice office operated by his wife, Dr. Debbie Heck.  Mr. Heck serves on the board of directors of the North Indiana United Methodist Foundation and of the Indiana United Methodist Loan and Savings Ministry (currently as board president) and has served in similar capacities in several church and other local not-for-profit organizations.

Mr. Heck received a B.S. in Social Studies Education from Purdue University in 1976 and an M.S. in Accounting from Ball State University in 1983, and received the CFA Charter in 2007.  Memberships include the CFA Society of Indianapolis and the National Association of College and University Business Officers (NACUBO).

Scott MacKenzie,
President and CEO,
Morningstar (Toronto, ON)

Morningstar Research Inc., (“Morningstar Canada”), is a wholly-owned Canadian subsidiary of Morningstar, Inc. With over 20 years experience in the investment research arena, Mackenzie has played leading roles within the firm’s business development, investment fund research and product development areas. He has also been active in numerous investment industry initiatives, including founding the Canadian Investment Funds Standards Committee (CIFSC).

Routinely sought for comment by major business media outlets, Scott has also penned dozens of articles published by leading industry magazines and newspapers.

Susan Manwaring,
Partner,
Miller Thomson, LLP

Susan’s practice focuses on working with clients from the voluntary sector. In this role, she acts as general counsel, providing tax and corporate advice on a variety of issues. When legal advice outside her areas expertise is required, Susan works with clients to coordinate the firm providing advice in these areas.

Susan advises on establishing charities and non-profit organizations and works with them to address their organizational and governance concerns.

Susan is regularly called upon to advise charities and non-profit organizations on compliance and taxation matters under the Income Tax Act (Canada), as well as other relevant provincial tax regulations. She assists clients with charitable registration matters and with regulations relating to receipting of charitable foundations and expenditures of charitable funds.

Susan has expertise in Tax Litigation and represents clients before the Tax Court of Canada and the Federal Court on income tax appeals. She is also necessarily involved in the tax audit process and the preliminary appeal process administered by the Canada Revenue Agency, an area of expertise which is becoming increasingly important to the voluntary sector.

Susan frequently writes and speaks to the voluntary sector on tax and corporate governance related issues.

Anna C. Naud,
Associate,
Borden Ladner Gervais LLP (Toronto)

Anna is an associate in the Corporate Commercial Group of the Toronto office of BLG and is a member of its Not-for-Profit/Charity Law Focus Group.  She received her Bachelors of Law from the University of Western Ontario in 2004 and was called to the Bar in 2005.  Anna advises for-profit and not-for-profit corporations (including charitable institutions) on a variety of corporate and commercial law issues, including creation and organization, re-structuring, and corporate governance.

Anna has been a speaker at conferences held for organizations in the not-for-profit and charity sectors, including BLG’s Annual Not-for-Profit Seminar, and has spoken on topics such as “Exceeding Corporate Authority”, “Directors’ and Officers’ Liability”, and “The New Canada Not-for-profit Corporations Act”.  She is also a contributor to the BLG Not-for-Profit newsletters.  Anna serves as a Director on the University of Western Ontario Law Alumni Association and as a Director of YWCA Durham.

Victoria Prince,
Partner,
Borden Ladner Gervais LLP (Toronto)

Background
Victoria is a partner in the Toronto office practicing in the Corporate Commercial Group. She was called to the Ontario Bar in 1987 and has a B.Sc. (Hons.) and LL.B from the University of Toronto.
Victoria has a general business law practice, serving as counsel to a wide variety of clients in various industries where she provides diverse corporate services and acts as a business advisor. Victoria is also the Managing Partner, Administration at our Toronto office, a role that involves overseeing BLG's business activities for this 250-lawyer office. In addition, she is the Business Department Leader in the Toronto office, a member of the Toronto Regional Management Committee, and the Toronto Regional Leader of the Advertising and Sponsorship Group. Victoria was a leader of the Corporate Commercial Group in Toronto for several years. Victoria is married, has two children and is also very active in the community, as outlined below under "Professional and Community Activities".

Areas of Practice
Victoria Prince has a broad corporate practice that often involves acting as an outside general counsel for clients. Her work includes corporate governance, notfor- profit and charities, advertising and sponsorship, technology, trade marks and licencing. Her clients span a wide range of industries that include the manufacturing sector, financial services, technology, school boards, postsecondary institutions, foundations and charities. Among other things, she advises these entities on governance and strategic initiatives, advising on day-today business issues and reviewing and drafting agreements.

Professional Experience
Some examples of recent professional experiences include
• Assisting a national research charity with its first strategic planning initiative in ten years
• Reviewing and revising the constitution and governance structure for a national charity
• Guiding an association through a contentious governance review
• Providing advice on succession planning to a health charity
• Working on updated policies and procedures for an academic institution
• Drafting, review and negotiation of distribution and supply agreements for multi-national
  manufacturing organization
• Advising clients in a variety of industries on advertising to ensure legislative compliance
• Preparation and review of promotional contests for fulfillment houses as well as clients directly
• Assisting manufacturing clients with distribution chain, pricing and related issues
• Advising mult-nationals on the establishment of businesses in Canada
• Reviewing licencing and related documentation
• Acting for a range of clients from small private entrepreneurs to multi-national corporations in
  acquisitions and divestitures of business. These have included:
  · acting for a multi-national security services firm in over two dozen acquisitions
  · acting in the acquisition of post-secondary institutions

Professional and Community Activities
• Member, OBA Charity and Not-for-Profit Law Section Executive
• Chair of Toronto Office United Way Campaign (for over 10 years)
• President, Director and administrator of The BLG Foundation
• Secretary and Director of Kids Up Front (Toronto)
• President and Director (formerly Secretary and National First Vice President) of The Crohn's and
  Colitis Foundation Canada
• Member of Strategic Planning Committee, Governance Committee and Finance, Audit and Risk
  Committee of The Crohn's and Colitis Foundation of Canada
• BLG Reads to Kids volunteer (since program's inception)
• Graduate of the Institute of Corporate Directors Governance Essentials Program for Directors of
  Not-for-Profit Corporations
• Lectured and written on various marketing and business issues
• Involved in various local and community charity organizations

Kelly Rodgers,
President,
Rodgers Investment Consulting (Toronto)

Kelly Rodgers has over 30 years experience in investment management and investment consulting and was awarded the Chartered Financial Analyst designation in 1989. In 1993, she formed Rodgers Investment Consulting. Her firm provides portfolio analysis, asset management consulting and manager search services for individuals, not-for-profit organizations and aboriginal communities.  She is a founding member and past Chair of the Canadian Investment Funds Standards Committee and served on the Ontario Securities Commission Investor Advisory Committee.

In addition to her first book, the Insider’s Guide to Selecting The Best Money Manager, she co-authored The Wealthy Boomer: Life After Mutual Funds in 1998 and was a columnist for MoneySense.  She has contributed to The Globe and Mail Report on Business, The Financial Post, The Philanthropist and Canadian Investment Review and has appeared on CBC’s Business World, Venture and Marketplace.

Gillian Scott,
CA, CFA, Managing Director and Partner,
Castle Hall Alternatives

Gillian Scott is a Managing Director and Partner of Castle Hall
Alternatives. Gillian has over ten years of finance and accounting experience in the investment industry and has performed operational due diligence on a wide variety of complex hedge funds and private equity investments. She was previously Group Financial Controller of The Atlantic Philanthropies (Atlantic), a group of international. philanthropic entities with an investment portfolio in excess of $4bn. As Atlantic’s senior finance executive, Gillian performed operational due diligence reviews for a significant portion of Atlantic’s portfolio and was also responsible for Atlantic’s group audit and internal controls.

Gillian began her career with PricewaterhouseCoopers in Halifax, Nova Scotia and transferred with the firm to the Bermuda office where she was an Investment Manager responsible for a wide range of hedge fund and investment related audits.

Gillian is a Chartered Accountant and a member of the Nova Scotia Institute of Chartered Accountants. She is also a CFA (Chartered Financial Analyst) charterholder and a member of the Atlantic Canada CFA society.

Laurence Siegel,
Research Director, Research Foundation of CFA Institute;
Institute and Senior Advisor, Ounavarra Capital;
Director of Research, Investment Division (Retired), Ford Foundation (Chicago, IL)

Laurence B. Siegel is research director of the Research Foundation of CFA Institute and a senior advisor to Ounavarra Capital in New York.  Until July 2009 he was director of research in the Investment Division of the Ford Foundation, where he worked since 1994.  Before that, he was a managing director of Ibbotson Associates, an investment consulting firm that he helped to establish in 1979. 

Mr. Siegel currently chairs the investment committee of the Trust for Civil Society in Central and Eastern Europe, and serves on the investment committee of the NAACP Legal Defense Fund.  Larry is a member of the editorial boards of the Financial Analysts Journal, the Journal of Portfolio Management, and the Journal of Investing, and serves on the board of directors and program committee of the Institute for Quantitative Research in Finance (the Q Group).  His first book, Benchmarks and Investment Management, was published by the CFA Institute in 2003.  With Zvi Bodie and Dennis McLeavey, he co-edited the book The Future of Life-Cycle Saving and Investing, published by the CFA Institute in 2007.  He is currently editing a book on the crash of 2007-2009.

In 2009, Mr. Siegel won the first annual EDHEC-Robeco prize for best article, presented in Paris.  He has also won three Graham and Dodd awards from the Financial Analysts Journal, and the Bernstein-Fabozzi/Jacobs Levy award for best article in the Journal of Portfolio Management.

Larry received his BA in urban studies from the University of Chicago in 1975, and his MBA in finance from the same institution in 1977.

Robert Stapleford,
Principal, Unit Head, Investment Consulting,
Mercer Investment Consulting (Toronto)

Robert H. Stapleford is a Principal with Mercer Investment Consulting, and a senior consulting actuary in the Toronto practice. Rob is the market leader for Central Investment Consulting.

Rob has many years of consulting experience on a wide range of investment and retirement issues including asset allocation employing asset-liability modeling techniques. He also advises his clients on manager monitoring and search, governance and general investment consulting. His clients include sponsors of both defined benefit and defined contribution pension plans, as well as foundations.

Rob has been with Mercer since 1991. He joined the Investment Consulting Practice in 2001, after ten years in the Retirement Practice. Rob leads the Central Canada investment consulting practice and has chaired Mercer’s Asset-Liability Specialist Group, which is responsible for developing Mercer’s tools and intellectual capital in the area of asset-liability modeling, risk management and liability-driven investment strategies. Before joining Mercer, Rob worked for a major insurance company for 16 years where he held positions of increasing responsibility. He worked in the investment/finance, group pension, group life and health, and individual insurance area.

Rob has an Honours Bachelor of Arts in Mathematics from the University of Western Ontario. He is a Fellow of both the Canadian Institute of Actuaries and the Society of Actuaries. Rob serves on various committees of both professional organizations.

Perry Teperson,
VP, Portfolio Manager,
Leith Wheeler Investment Counsel Ltd. (BC)

Perry joined Leith Wheeler in 2004 after thirteen years as an actuary and investment consultant. He has responsibility for managing institutional portfolios, including several foundations and endowment funds. Prior to joining the firm, he led the investment consulting practice in the Vancouver office of a multinational actuarial consulting firm. During this time he provided advice on investment strategy, including the matching of assets with liabilities. Perry graduated from the University of Cape Town with a Bachelor of Business Science degree awarded with distinction (1990). Perry is a Fellow of the Faculty of Actuaries and Canadian Institute of Actuaries and holds the Chartered Financial Analyst designation (CFA).

Ross Wicks,
Technical Policy Advisor,
Canada Revenue Agency (Ottawa)

Ross Wicks joined the Charities Directorate of the Canada Revenue Agency in 2000. He has worked in a variety of positions within the Client Interface and Service Division and has presented information sessions since 2004. He is currently a Technical Policy Advisor in the Charities Partnership and Outreach Program. Ross is a graduate of Carleton University.