Edmond Assal, FSA, CFA,
Senior Consultant, Asset and Risk Management
Edmond Assal, FSA, CFA, FCIA, is a senior consultant in Morneau Shepell’s asset and risk management practice. He began his pension actuarial consulting career with Morneau Shepell in 2009.
Assal has always worked in the pension field and has acquired considerable expertise in the analysis of both assets and liabilities for pension plans. With nine years of experience, he is an integral part of Morneau Shepell’s asset and risk management national team. Assal is mostly involved in asset and liability modelling for pension plans and other types of investment funds, capital market assumptions settings and advises numerous clients on their strategic asset allocation. He has shown great leadership in several client mandates as well as internal development projects that insure continuous innovations within Morneau Shepell’s asset and risk management practice.
Assal has a bachelor’s degree in actuarial science from Université du Québec à Montréal. He is also a fellow of both the Society of Actuaries and the Canadian Institute of Actuaries and holds the Chartered Financial Analyst (CFA) designation.
Maxime Carrier, FSA,
Vice President, Fixed Income
TD Asset Management
Maxime Carrier, FSA, CFA, FCIA, joined TD Asset Management Inc. (TDAM) in 2015. As a member of the fixed income portfolio management team based in Montréal, his responsibilities include supporting the design, communication and implementation of strategies and structured solutions for liability focused clients. Before joining TDAM, Carrier spent over 10 years working with major life and financial services companies in North America, Europe and Asia. He advised institutional clients on design, pricing and management of products with embedded investment options, structuring liability hedging solutions, as well as supported retail savings and retirement product development. Carrier has a bachelor’s degree in actuarial science from Laval University and a master’s degree from the London Business School. He is also a CFA charter holder, a fellow of the Canadian Institute of Actuaries, a fellow of the Society of Actuaries and a certified FRM.
Stephane Jean, FSA, CAIA,
Head of Liability Driven Investments (LDI)
Stéphane Jean, FSA, CAIA, FCIA, is the leader of the liability driven Investment team at Fiera Capital and is responsible for managing immunized and liability driven mandates as well as index, structured equity and bond, and alternative beta strategies for pension plans, financial institutions, and foundations.
Jean has 27 years of industry experience, including positions as principal and senior actuarial consultant at a leading investment consulting firm.
He graduated from Université Laval with a bachelor’s degree in actuarial science. Jean later became a fellow of the Society of Actuaries (FSA) and a fellow of the Canadian Institute of Actuaries (FCIA). He is also a Chartered Alternative Investment Analyst (CAIA).
Hrvoje Lakota, FSA, CFA,
Mercer Global Investments Canada Limited