Senior Leadership Team

Chuck joined UTAM in 2011. He plays a key role in UTAM’s investment activities, overseeing all public equity investment portfolios. Within these portfolios, Chuck leads portfolio construction, investment strategy and monitoring.

Prior to joining UTAM, Chuck spent more than 10 years at Ontario Power Generation, where he was the Director of the Fund Management group responsible for the investment of the company’s pension and nuclear funds.

Chuck graduated from Queen’s University with an honours undergraduate degree in Commerce (B.Comm. Hons). He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

Leon joined UTAM in 2012. He plays a key role in UTAM’s investment activities, overseeing all fixed income investment portfolios (including private credit). Within these portfolios, Leon leads portfolio construction, investment strategy and monitoring.

Prior to joining UTAM, Leon spent nearly four years with HSBC Bank Canada in the risk department, where he was a Manager responsible for risk analysis and monitoring for market and traded credit risk.

Leon has a Master’s degree in Mathematical Finance (M.Sc.) from the University of British Columbia and an undergraduate degree in Mathematics (B.Sc.) from Peking University. He also holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

Chuck joined UTAM in 2011. He plays a key role in UTAM’s investment activities, overseeing all public equity investment portfolios. Within these portfolios, Chuck leads portfolio construction, investment strategy and monitoring.

Prior to joining UTAM, Chuck spent more than 10 years at Ontario Power Generation, where he was the Director of the Fund Management group responsible for the investment of the company’s pension and nuclear funds.

Chuck graduated from Queen’s University with an honours undergraduate degree in Commerce (B.Comm. Hons). He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

Jean joined UTAM in 2018. He plays a key role in UTAM’s investment activities, overseeing all private markets investment portfolios (except private credit). Within these portfolios, Jean leads portfolio construction, investment strategy and monitoring.

Jean has over 15 years of investment experience. Prior to joining UTAM, Jean was a Managing Director at Further Capital, where he led manager origination and diligence activities. Previously, he was a partner and senior investment professional at Caledon Capital Management Inc., a business he co-founded and helped build into a successful private markets investment firm. Earlier in his career, Jean worked with institutional investors on private markets investing initiatives and as a professional with TD Capital, Merrill Lynch and Deloitte.

Jean holds an honours undergraduate degree in Commerce (B.Comm. Hons) from the University of Manitoba’s Asper School of Business, where he received the Finance Gold Medal.

Doug joined UTAM in 2017. He is responsible for asset allocation modelling, risk management and measurement, research, and performance analysis. Doug chairs UTAM’s Investment Risk Committee. He is a member of the Principles for Responsible Investment (PRI) Asset Owner Advisory Committee and a member of the Pension Investment Association of Canada (PIAC) Membership Committee.

Previously, Doug worked for 15 years at OPTrust, where his responsibilities included developing strategic asset allocation models, researching risk factors, completing internal and external investment strategy evaluations, implementing performance and ALM systems, and developing a set of quantitative tools to inform investment decisions.

Doug holds a PhD in Finance from the EDHEC Business School, a Master’s degree in Science with a specialization in Finance (M.Sc.) from the University of Reading, a Master’s degree in Statistics (M.Sc.) from the University of Toronto, and an honours undergraduate degree in Mathematics and its Applications (B.Sc. Hons) from the University of Toronto. Doug holds the Chartered Financial Analyst (CFA), Professional Risk Manager (PRM) and Certificate in Quantitative Finance (CQF) designations.

Ivan joined UTAM in 2010. He plays a key role in UTAM’s activities in the following areas: risk management and measurement, performance, research and investment data infrastructure.

Prior to joining UTAM, Ivan was the Vice President of IT Applications Development at Northwater Capital Management Inc., responsible for developing the firm’s in-house portfolio management, accounting and reporting systems.

Ivan has an undergraduate degree in Electrical and Electronic Engineering (B.Sc.) from the University of Hong Kong and a Master of Finance (M.Fin.) degree from Rotman School of Management, University of Toronto. Ivan holds the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.

Lisa joined UTAM in 2010. She is responsible for corporate operations including finance, human resources, information technology and compliance, as well as investment operations and operational due diligence reviews of managers and service providers.

She is an active member of the Portfolio Management Association of Canada (PMAC) and sits on the board of the Responsible Investment Association (RIA). She is a member of the RIA’s Executive Committee, serves as its Treasurer and chairs its Finance & Audit Committee.

Lisa has over 20 years of experience in regulatory compliance, having previously provided compliance consulting and project management services to institutional investment advisory and portfolio management firms. Lisa has also held positions in financial accounting, insolvency and audit in both Canada and the UK.

Lisa holds an honours undergraduate degree in Accounting (B.A. Hons) from the University of Kent. She is a Fellow of the Institute of Chartered Accountants in England and Wales.

Zohair joined UTAM in 2018. He is responsible for UTAM’s operational due diligence program and oversight of investment operations activities. He also supports the Chief Operating Officer in managing corporate operations.

Prior to joining UTAM, Zohair was a Controller for Timelo Investment Management. Previously he worked for more than six years in the operations group at DGAM and then The Carlyle Group, where he was promoted to Manager of Finance and Accounting. While at The Carlyle Group/DGAM, Zohair was responsible for both fund and corporate accounting and organizing due diligence meetings, completing regulatory filings and managing relationships with fund administrators and auditors.

Zohair has an honours undergraduate degree in Commerce (B. Comm. Hons) from McMaster University. He holds the Chartered Financial Analyst (CFA), Chartered Professional Accountant (CPA) and Certified Management Accountant (CMA) designations.