Relevant Experience

• Responsible for developing, implementing, and deliver effective change for BCI and WSIB (Finance division and large asset management projects) aligned to overall corporate direction.

• Experienced in the asset management industry and clients with long-dated liabilities so I can “hit the ground running”.

Initial Approach

• Read all relevant materials (strategy documents, CIO presentations, asset class presentations, Board and Client presentations) and meet with IM staff at various levels and other divisions impacting IM’s success.

• Summarize and play back information to the CIO to ensure situational understanding.

• Develop key performance indicators and benefit realization logs to track and measure IM strategy effectiveness.

Questions

• Is the IM Division’s strategy a work in progress or is it locked down?

• How does the IM Division strategy differ from say one year ago?

• Does AIMCo use some type of pacing model for target asset mixes?

• Are targets (rough or refined) used for internal/external management mix, domestic/international asset mix, and public/private asset mix?