Interview with Marlene Puffer in The Analyst, Toronto CFA Society, September 2014.
April 28-29, 2014. Marlene Puffer, 2014 Benefits & Pensions Summit, Toronto, Marriott Eaton Centre.
Dr. Puffer sits on the Investment Review Committee for Canso Investment Management and Lysander Funds.
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.
Twist Financial provides expert witness reports, testimony and litigation support in various areas of the capital markets. Previous cases have included the BCE vs. Bondholders case that went to the Supreme Court of Canada, high yield emerging markets debt, and determining the current value of damages due to Telus bondholders in a case of early redemption.
January 13, 2010. Panel discussion with Jonathan Tetrault and Malcolm Hamilton. CPBI Ontario – Pension Investment Forecast 2010, Toronto, Ontario.
Dr. Puffer was a key expert witness and provided litigation support for BCE and their partners vs. bondholders in the context of Canada’s largest ever Leveraged Buyout transaction. The case was decided in favour of BCE at the Supreme Court of Canada and has had important effects on the Canadian market. An article by Twist Financial on the Implications of the BCE transaction and court case on corporate bondholders in Canada can be found here.
September 27-29, 2009, “Impact of Today’s Environment and Market Intervention on Bond and Money Markets”. Treasury Management Association Conference, Niagara Falls, Ontario, with David Schaffner.