Unlock superior investment outcomes by cultivating authentic long-term thinking. Master strategies to maximize returns and mitigate risks by navigating market noise with discipline.
No investor claims to be a short-term investor, but in the face of the seductive siren call of the emotionally volatile markets, even the most disciplined of investors buckle at the knees.
The apparatus and systems in which we work—governance, investment policy, benchmarks, asset allocation frameworks, compensation systems, along with the behavioral spiral that haunts us all in times of market trauma—tend to perpetuate herd mentality.
With the help of some of the best minds on the subject, we work to define long-term investing more precisely, explore the virtues of a multi-cycle horizon, and warn of the common pitfalls that so easily break our convictions.
Chartered Alternative Investment Analyst Association
CAIA Association is a global network of forward-thinking investment professionals, redefining the future of capital allocation in a world where traditional and alternative investments are converging at an unprecedented pace. United by a commitment to improving investment outcomes, we lead with authority, educate to inspire, and connect people who turn insight into action. CAIA Association creates dynamic and captivating learning experiences designed to engage investment professionals at every level. Its programs – the CAIA Charter and the CAIA.nxt™ platform – offer critical levels of access to a comprehensive curriculum that equips the investment community with the skills and knowledge needed to build modern portfolios. CAIA Association is a global member-driven community of more than 14,000 professionals, united by a shared commitment to improving investment outcomes and building a more aligned, principled capital market system.
Senior Managing Director and One Fund Strategist at CPP Investments
Geoffrey heads One Fund Strategy Group (OFSG), which reports to the CEO and helps optimise strategy throughout the organization by identifying priorities for the Fund. The OFSG works with leaders across the firm to prioritise and develop specific investment and operational strategies while helping build a unified team culture to invest as One Fund. Before taking on this role, Geoffrey was Senior Managing Director & Chief Investment Strategist, responsible for designing and implementing the Fund’s long-term investment strategy. He has also helped shape the growth and evolution of the Total Fund Management department after joining CPP Investments in 2011. Previously, Geoffrey held finance roles with Fannie Mae and Capital One Financial where he managed the global balance sheet. He also ran a consulting practice and was an Adjunct Professor at American University’s Kogod School of Business in Washington, D.C., and holds a BA in Economics from the University of Virginia and a PhD in Economics from Princeton University. Geoffrey serves on the Board of Directors of Antares Capital.
Chief Executive Officer of FCLTGlobal
Sarah Keohane Williamson is the Chief Executive Officer of FCLTGlobal. Williamson leads FCLTGlobal’s efforts at creating a mission-oriented, global cross-value-chain, CEO problem-solving community supported by innovative, practical research and targeted communications, and in building our team. Williamson assumed her current role in 2016, after spending over 21 years at Wellington Management, most recently as a Partner and Director of Alternative Investments. Prior to joining Wellington Management, Williamson was at McKinsey & Company, worked at the U.S. Department of State, and was a mergers & acquisitions investment banker for Goldman, Sachs & Co. Williamson also serves as a Director of Evercore (NYSE: EVR) and EXL Service (NASDAQ: EXLS), chair of the board of the Whitehead Institute for Biomedical Research, and a member of the boards of MITIMCo and the Women’s Foundation of Boston. She is a member of the Council on Foreign Relations. Williamson earned her MBA, with distinction, from Harvard Business School and her BA in Economics, with honors, from Williams College. She holds the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations. She is a U.S. citizen and is married with three grown children.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
