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 |
