Patrick Roy

WORK HISTORY

EDUCATION

SKILLS

ABOUT PATRICK ROY

Experienced investment and pension professional with an actuarial math background. I hold the CFA, FSA, FCIA designations as well as PDO course from CSI. I have been involved with investors and asset allocators for more than 30 years, as a consultant, equity and hedge fund portfolio manager and manager of managers.I recently joined TELUS Health to lead their Ontario Investment consulting practice working with existing and potential clients to help them optimize their asset allocations and asset/liability management. Prior to TELUS Health, I was leading the investments team overseeing the Bank of Canada\'s defined benefit pension plan.Before joining the BoC, I was responsible for external and internal public assets mandates with CMPA, leading a team of 4 professionals. My team allocated to external managers across traditional and hedge fund strategies in all asset classes. Internal activities included currency and cash management, portable alpha implementation, an internal equity market neutral and beta replication. I was involved in a significant transition of the portfolio which required research in new asset classes and onboarding several new managers. As a contributor to the investment committee and the pension fund committee I delivered regular updates to management and council members.Prior to CMPA, I was a buy side PM for a large insurance company and two independent asset management firms, one of which I created myself. During that time I managed portfolios of Canadian and US equities as well as absolute return strategies with various pre-tax and after-tax benchmarks while overseeing teams of portfolio managers and traders. I was also involved in creating and marketing new investment strategies and products and communicating and developing investment policies.Professional and personal achievements include- creating and running a investment management firm (YUL Capital inc- equity long/short hedge fund)- creating and managing two hedge fund strategies for an investment management firm, growing AUM from $0 to $300 million in 2.5 years- outperforming investment benchmarks in various strategies for 36 out of 44 mandate-years- contributing to the launch of a new mutual fund company as portfolio manager- creating and managing an equity market neutral overlay strategy in 2001- creating a portable alpha tax efficient structure with a custom benchmark for an insurance company Completed 5 Ironman triathlons in the top 10% of my age group, participated in the 2012 Ironman 70.3 World Championships in Las Vegas, NV.