Gerald Alain P. Chen-Young is the Chief Investment Officer for the United Negro College Fund, Inc. (UNCF). Mr. Chen-Young joined UNCF in September 2002 and manages UNCF’s three (3) investment portfolios totaling approximately $1 billion. The largest is a dedicated, fixed-income portfolio representing a special scholarship program created in conjunction with the Bill & Melinda Gates Foundation and is managed using an active management strategy of immunizing cash flows, similar to that of a pension plan; the second is a traditional endowment portfolio that is fully diversified across multiple asset classes; and the third is a short-term, treasury-type of portfolio that typically has staggered maturities across a variety of short-term instruments. Prior to UNCF, Mr. Chen-Young spent six-and-a-half years with UBS/PaineWebber, first in institutional sales and then in retail brokering. Before UBS/PaineWebber, he worked in the commercial banking division of Riggs National Bank in Washington D.C., and then briefly as a Teaching Assistant in the Department of Economics at York University in Canada. Mr. Chen-Young holds post-graduate degrees in Economics from the London School of Economics (Dip. Econ.) and York University (M.A. (Monetary Economics)), and in Law from the University of Miami (J.D.) and the Washington College of Law (LL.M (Law & Government)). He completed his undergraduate studies in Economics at American University in Washington, D.C. with honors.
Mr. Chen-Young served and/or serves on several advisory boards including Institutional Investor Intelligence Network™, Argyle™, etc. and is frequent chair/panelist on behalf of multiple institutional investor-calibre events both here in the U.S. and worldwide – e.g., Global ARC (Boston, MA.), Opal Endowment & Foundations (Vienna, Austria & Sao Paulo, Brazil), World Gold Council (New York, NY), Institutional Investor, Commonfund
Alex is the Director of Investments and Financial Analysis at Indiana University. He oversees the management of a $1.8 billion investment portfolio and leads the investment committee. Alex serves as a liaison to the university's external investment consultant, investment custodian bank, and all external investment managers. Alex is responsible for quarterly reporting for the Board of Trustees, external investment manager due diligence, compliance, interfacing with investment accounting, investment manager and investment style research, investment policy construction and other investment research. Previously, he was a senior valuation advisor at Ernst & Young. Alex also held several positions in credit analysis, project finance, accounting and audit in leading financial firms. He earned a CPA designation in the state of Israel and BA with honors in economics and accounting from the University of Haifa. Alex graduated with an MBA from the Kelley School of Business, Indiana University.
Claude serves as Executive Director of the Mirella and Lino Saputo Foundation, a Montreal-based private family foundation dedicated to the living improvement of senior citizens and children with special needs, in addition to supporting social innovation initiatives. Trained in Political Science and Communications, Claude boasts an extensive management background in both the public and private sectors.
Born in Montreal, I am a graduate of Queen’s University. My business career was largely trust company based domestically (Royal Trust, Canada Trust, TD Waterhouse) and offshore (Bermuda ). After a 30 year career working with high net worth individuals/families/foundation, I retired and was appointed the Executive Director of the Ontario Arts Foundation in 2010.
The Ontario Arts Foundation is an endowment organization, administering over $70 million in endowments for arts organizations of all disciplines across Ontario and private donor funded arts awards and scholarships recognizing the accomplishments of Ontario artists. In 2016, we will disburse over $3.0 million in income, awards and scholarships supporting the arts in Ontario. 2016 marks our 25th anniversary.
Pierre Marc Charron, with his CMA titles recently acquired, started his career as an accountant for Hydro-Quebec before switching to procurement. He then joined the founding team of the AMT (Metropolitan Transport Agency) as their Director of Procurement and It. In 1996, he founded, with 3 partners, PCMS Conseil , a software and consulting company focused on the Human resources solutions. Before selling the company in 2013, PCMS has as clients, over 95% of the health and social services network in Quebec. He is now the CFO of the CHU Sainte-Justine Foundation and also manages its HR and administration operations.
A graduate of leisure studies, Jean Pigeon began his career in 1999 in the network of youth centers in Quebec. Over the years, by his various commitments and involvement, he gained varied experiences in fundraising and more specifically in the field of philanthropy development. In 2006, he founded Moisson Outaouais, a regional food bank giving assistance to almost 7,000 people per month. He also became president of Food Banks Quebec and was a board member of Food Banks Canada. In 2011, he joined Saint Paul University in Ottawa as Director of the Development Office. In 2013, he became director the College La Cité Foundation and finally in 2015 he was appointed director general of the Gatineau Health Foundation. In addition to his professional commitments, Jean is the father of 5 children and is actively involved in his community.
Bachelière en droit et conseillère en services financiers, Eve Montpetit est directrice du programme de dons planifiés et responsable du développement des affaires à la Fondation pour la langue française depuis 2014. Elle profite les jours de son bagage exceptionnel d’organisatrice politique et d’artiste accomplie. Sa jeune carrière en philanthropie la confronte rapidement aux obstacles à surmonter auprès de sa clientèle : l’analphabétisme financier. Son objectif ultime : vulgariser l’ABC de la finance auprès du grand public et l’éveiller au processus fiscal relié à la transmission de son patrimoine au décès.
Carl Julien actually is CEO of the Fondation de la Maison Michel-Sarrazin since 16 February 2015. In 2012. He previously worked at the Fondation de l’Institut Universitaire en santé mentale de Quebec and was vice president of major philanthropy consulting firm in Canada, KCI (Ketchum Canada inc.). Mr. Julien is one of the first francophone to hold the title of Certified Fund Raising Executive (CFRE) of CFRE International. Recognized has a leader in the philanthropic sector in Quebec, Mr. Julien is regularly invited as a speaker for the Association for Fundraising Professionals (AFP) and the Professional Association of philanthropic managements (APGP). His vast experience in the field of philanthropy (Ketchum Canada Foundation Montreal Heart Institute, Hospital Foundation Charles Le Moyne, Foundation Cancer Centre Charles-Bruneau, Kidney Foundation of Canada and Canadian Red Cross - Quebec division) are all elements that make Mr. Julien a great professional and leader in the philanthropic sector.
Daniel Lapointe, president of Focus OSBL service conseil, is a renowned expert in the field of association governance and philanthropy. He has experience leading associations of several sectors, including youth, finance, culture and health.
Not-for-profit organizations Daniel Lapointe has led include the Royal Victoria Hospital Foundation, Katimavik, the Canadian Institute of Actuaries and the Canadian Hemophilia Society.
Daniel Lapointe is the author of La gestion philanthropique, guide pratique pour la collecte de fonds, and the co-author of Améliorez la gouvernance de votre OSBL, un guide pratique. He teaches philanthropic management at l’Université de Montréal and is a member of the team of instructors at the Collège des administrateurs de sociétés.
Daniel Lapointe holds an MBA from HEC Montréal and a master and bachelor degree in Political Science at Université du Québec à Montréal.
Mr. Lavallée is professor of finance at Université de Sherbrooke. He was until 2012 a senior vice-president at Aon Hewitt. He earned a Ph. D. from the Stern School of Business at New York University and a Master Degree from Université de Sherbrooke. He also earned the CFA designation. He was a professor at both HEC Montréal and Université du Québec à Montréal.
Mr. Lavallée works with many pension plans investment committee. He participated in many professional and educational conferences in Canada and abroad. For four years, he was vice president of depositors management at Caisse de dépôt et placement du Québec. He also had his own consulting and portfolio management firm (Finlab) for seven years.
Mélanie Gagnon has been at the HEC Montréal Foundation for more than 10 years now. As Director of corporate donations, she has contributed too many fundraising campaigns with enterprises and the HEC Montréal Young Philanthropists Club (Club des 100) allowing the Foundation to raise up to $14 million annually in the last few years. She previously worked at UNICEF Québec as Youth Programs Director, with the Red Cross Emergency and Disaster Services and as Youth Ambassador for the Department of Foreign Affairs anti-personnel landmines campaign. Mélanie has been involved as a volunteer in various not for profit organizations such as the Bruny Surin Benefit Gala Executive Committee, the Centraide-HEC Campaign Committee, the UNICEF Québec Board and also participated in the Québec-Montréal Relay Race to raise funds for the HEC Montréal Foundation and is now involved in innovation and social business related projects.
Jack J. Bensimon was previously the CEO/Board Director of Epcylon Technologies Inc. (US: PRFC), a public company based in Toronto, ON and a reporting issuer with the SEC. Epcylon developed and distributed proprietary, sentiment-based securities trading analytics software for global capital markets. He is a Managing Director of Black Swan Diagnostics Inc., a regulatory compliance advisory firm in the downtown Toronto financial district.
Jack is a seasoned securities law / banking law professional in the securities industry. Through Black Swan Diagnostics Inc. he advises banks, broker-dealers, fixed income dealers, MSBs, ATS, regulators, trust and insurance companies, Portfolio Managers, Exempt Market Dealers, Investment Fund Managers, mutual fund dealers, energy companies, software providers and issuers. He has registered various entities with the OSC, spanning PM/IFM/EMD licenses. He also provides ongoing and interim CCO/CAMLO regulatory compliance services to different types of regulated financial entities.
He has testified as an expert Anti-Money Laundering (AML) witness for a major banking litigation case before the Canadian Competition Tribunal in Ottawa. Jack has also been featured in National Post articles relating to regulatory compliance thought leadership.
Jack chairs the Technion Canada Endowment Fund on behalf of the Technion-Israel Institute of Technology, a leading engineering university/medical school, with investment returns funding innovative lab projects.
He co-hosts a radio show, “Money and Business”,1650 am in Montreal, focusing on Securities Law/Banking Law issues for investors. He is a regular speaker at leading conferences speaking on securities law and fund management issues. Jack teaches Business Law/Advanced Business Law/Securities Law part-time at York University, School of Administrative Studies, to prospective Chartered Professional Accountant (CPA) students in the finance/accounting stream. Jack is a graduate of the University of Toronto, Faculty of Law, Master of Laws (LLM) in Business Law, and completed both his General LLM and Securities Law LLM at Osgoode Hall Law School, York University. Jack is also a graduate of the University of Pennsylvania, The Wharton School of Business, in a graduate program in investment management. He completed his B.A. (Hon), Economics/Math, University of Toronto.
Jack is an avid cyclist in taking trips to Mediterranean Europe in the summer. He is active in other sports and exercise activities.