Experience

Twist Financial draws on the experience and expertise of specialists in a variety of fields. Teams are carefully selected and tailored to the requirements of each project.

Hospitals of Ontario Pension Plan (HOOPP)

hoopp-logo

Dr. Marlene Puffer is a member of the Board of Trustees and she is Chair of the Asset-Liability Committee of the Hospitals of Ontario Pension Plan (HOOPP), one of Canada's largest pension plans.  The Asset-Liability Committee oversees all aspects of the leading-edge liability-driven investment strategy that makes extensive use of derivatives and alternative asset classes.

Global Fixed Income Strategy

bca_mini

Dr. Puffer was Chief Strategist, Global Fixed Income at BCA Research. She provided independent macroeconomic analysis and fixed income investment strategy to top institutional clients worldwide. Paid subscribers to her weekly reports included the world's top pension funds, money managers, trading desks and hedge funds. She recommended successful value-added portfolio strategies and specific trades, guiding investors through the European crisis, Japan's monetary policy regime shift and extraordinary central bank intervention. Her team published a weekly bulletin and in-depth special reports with clear investment recommendations and trade ideas in major sovereign and credit markets. Special Reports included in-depth analysis of European vs. U.S. corporate credit markets, emerging market debt in the context of investment grade  bond portfolios, and individual country/regional reports. Dr. Puffer travelled globally to meet with clients.

Since 1949, BCA Research has been one of the world's top independent providers of global investment research and leading-edge market analysis.

Canadian Investment Review - Advisory Board

logo_CIR

For ten years Dr. Puffer held an advisory role on strategic direction for the Canadian Investment Review, buy link dosage (CIR) Canada’s premier resource for institutional investors.  She has published several articles in the CIR.

LDI Strategy and Implementation

NAV-Canada-Logo

Dr. Puffer created and implemented a Liability-Driven Investment strategy (LDI) for NAV CANADA’s $3Billion pension plan using derivatives. She was responsible for all aspects of investment management and asset mix for the pension fund. She restructured the real estate and equity portfolios. The strategy reduced the volatility of the plan’s solvency ratio and improved the risk profile of the pension fund. She worked closely with the Board, senior management, unions and the plan actuaries to develop a governance process for the pension plan including risk assessment, risk budgeting, optimization, and risk monitoring.

PIMCO Canada

pimco

Twist Financial provides sophisticated investment strategy, analytics, education, and expert witness and litigation support. We see through layers of information to find value where others have lacked the tenacity and capacity to go.

CLIENTS include institutional investment managers, management and boards at corporations and pension plans, government agencies, insurance companies, dealers and other capital market participants.

COMMUNICATING complex information in plain language and forming long-term client relationships are our hallmarks.

SPECIALTY AREAS include asset allocation and portfolio structure, liability driven investment strategies, risk management, governance, macroeconomic analysis and all areas of fixed income and securitization.

Marlene Puffer, President of Twist Financial Dr. Marlene Puffer, President is a well known macroeconomist and investment strategist. She has more than 20 years of experience including roles on boards, in portfolio management, client service and marketing, debt structuring, analytics, quantitative modeling, and academia. Her depth and breadth of investment experience are distinct in the industry. Dr. Puffer's diverse experience includes roles as Chief Strategist, Global Fixed Income at BCA Research, business development and portfolio management at PIMCO Canada and Legg Mason Canada, fixed income analytics and debt capital markets roles on the trading floors of major investment dealers. She began her career as a professor of Finance at the University of Toronto's Rotman School of Management.  Her extensive network results in outstanding teams to provide clients with in-depth expertise to meet complex needs.  

Find out more.

As Senior VP and Account Manager, Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.

Legg Mason Canada Inc.

legg_mason_logo

Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.
Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.
Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, drugs and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.pimco

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.
Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.
Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, drugs and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.pimco

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.

As Senior VP and Account Manager, store Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, link and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.
Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.
Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, drugs and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.pimco

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.

As Senior VP and Account Manager, store Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, link and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.

Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, try see and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.pimco

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.
Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.
Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, drugs and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.pimco

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.

As Senior VP and Account Manager, store Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, link and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.

Dr. Puffer initiated business development and marketing for PIMCO’s entry into the Canadian market. She Advised large potential clients regarding fixed income strategies, try see and participated in well-known quarterly investment strategy forums at head office and underwent in-depth training.pimco

PIMCO is the largest fixed income portfolio manager globally with about $2 trillion under management.
Dr. Puffer was Vice President and Portfolio Manager, patient co-head of Canadian fixed income responsible for management of specialty mandates, all corporate credit investments, duration and curve positioning, risk management and analytics for over $7B in assets. She built and strengthened client relationships through regular meetings and educational presentations. She was a member of the Asset Mix Committee and Advisory Committee to the executive management team.

Legg Mason is a diversified group of asset managers with over $675 billion under management.