Bruce Grantier Resume

Bruce  J.  Grantier, BASc, MBA, CFA, CAIA, ICD.D

Education:

1974 Master of Business Administration  (Investments and Economics),  Dean's List York University
1971 Bachelor of Applied Science  (Industrial Engineering), University of Toronto

Accreditations and Continuing Education:

2010 Institute of Corporate Directors, Institute Certified, ICD.D, (Oct. 2010)
2010 Institute of Corporate Directors, Directors Education Program, (Oct. 2010)
2007  Chartered Alternative Investment Analyst, CAIA, CAIA Association
1998 Options Liscensing Course, Canadian Securities Institute
1994 Frontiers of Derivative Research, U of T Executive Development, J. Hull and A. White
1991 Options and Derivatives, Graduate Course, University of Toronto, J. Hull
1989 - date CFA Annual Accreditation Certificate, CFA Institute
1978 Chartered Financial Analyst, CFA, CFA Institute
1978 Fellow Life Management Institute (FLMI), Life Office Management Association

Professional Experience:

6/2008 - date Retired June 2008 - Investment advisor, member of investment committees and boards
1999 – 6/2008 Managing Director, Pension Assets,  Scotiabank, Corporate Pensions
  • Responsible for all research with reference to investment policy, manager selection, regulatory compliance, external audit, and financial reporting.
  • Extensive experience regarding investment manager styles and structures, alternative assets (real estate, hedge funds, private equity), swaps, portable alpha, and currency hedges.
1992 - 1999 Vice President, Chief Investment Strategist,  Scotia Investment Management (division of Scotiabank)
  • Fixed income portfolio management, policy and strategy – including all Scotiabank fixed income mutual funds and institutional accounts
1991 - 1992 Partner, Portfolio Manager,  BGH Central Investment Management
  • Fixed income portfolio management.
1985 - 1991 Partner, Portfolio Manager, AMI Partners  (formerly Toronto Investment Management)
  • Fixed income portfolio management, Chair, Fixed Income Committee.
1982 - 1985 Assistant Vice President, Portfolio Manager, Manufacturers Life
  • Fixed income portfolio management, member of Annuity Committee.
1974 - 1981 Analyst, Research Manager, Bond Manager Confederation Life
  • Public and private equity and fixed income research, bond management.

Publications:

2012 - date Investment Book Reviews in  Financial Analysts Journal (6)
2004 - 2012 Investment Book Reviews in  Journal of Investment Management (10)
2003 - 2014 Investment Papers for Brandes Institute (6)
2010 Investment Notes for Canadian Investment Review Online (4)
2009 "Ben Graham and Risk" CFA Institute Request for Submissions on Asset Manager Code
2008 "Beta Revisited" Benefits Canada Innovate
2008 "Private Equity vs. Public Equity"  Canadian Investment Review
2007 "Private Equity vs. Small Cap",   Brandes Institutional  Conference
2007 "Alpha Transport",   Deloitte & Touche National Training Seminar
2007 "Alpha Transport",   Brandes Institutional  Seminar
2005 "The Alpha vs. Beta Debate",  Benefits Canada
2003 - 2005 "The CICA 3461 Discount Rate", "Trends in the Retirement Market", "New Era Economics", Benefits and Pension Monitor
2003 - 2005 Investment  Abstracts,  CFA Digest (3)
2004 "Trends in Investment Management",  Benefits and Pension Monitor
2004 - 2005 "Interest Rate Outlook",  Toronto CFA Society (2)
1989 "Duration and Convexity",  Financial Analysts Journal

Boards and Professional Activities:

2014 - date Member of Board – Toronto CFA Society, and External Advisor – Port. Mgmt. Cttee.
2014 - date Chair and Lead Director, IPSOL Capital Management
2011 - date Managing Director, Airth Inc., Founder, InvestorLit www.InvestorLit.com
2010 - date Independent Advisor – Granite Club, Pension Committee
2008 - 2012 Investment Advisor -  Children's Education Fund Inc.
2009 - 2012 Board Member – Rogers' Canadian Investment Review Online Advisory Board
2009 - date Member – Catholic Cemetaries, Board and Audit Committee
2009 - 2011 Special Advisor to Pension Committee - Hydro One Pension Fund
2009 - 2012 Lead Director - Provenance Life Insurance Company
2008 - 2011 Member - PIAC Investment Practices Sub Committee
2008 - date Member -Toronto CFA Society, Portfolio Management Committee
2005 - 2011 Member - Queen's Endowment, Investment Committee
2005 - date Member - Brandes Institute, Investment Advisory Committee
2003 - date Member (Chair 2008-date) - Toronto Archdiocese, Investment Advisory Committee
2005 - 2011 Board Governor, Member Exec Cttee., Finance-Audit Cttee - Catholic Missions in Canada
2003 - 2007 Member – Pension Investment Association of Canada - Investment Practices Committee
2000 - 2005 Member  (Chair 2003-2005) - Financial Services Commission of Ontario, Pension Inv. Adv. Cttee.
2000 - 2005 Board Member, Investment Cttee., By Law Cttee. - Wellesley Central Health Corp
1995 - 2001 Trustee - Havergal College Foundation Board
1988 - 1992 Member - Benefits and Pension Monitor Editorial  Advisory Board
1989 - 1992 Instructor - Toronto CFA Society  CFA Program – Level II Fixed Income
1989 - 1991 Founding Member - Toronto CFA Society Advocacy Committee
1989 - 1991 Chair - Toronto CFA Society Bondholder Rights Committee

Professional Memberships:

2009-date Member - Institute of Corporate Directors
2007-date Member - CAIA Association
1999-2011 Member - Pension Investment Association of Canada
1978-date Member – CFA Institute and Toronto CFA Society
Personal Interests:   Family, tennis, reading