Governance

Break Through: Few women hold senior roles in the financial industry

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Twist Financial provided sophisticated investment strategy, analytics, education, and expert witness and litigation support.

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-Align-finalDr. Marlene Puffer is a well known investment strategist and was President of Twist Financial. She is now a Partner at Alignvest Investment Management (AIM). AIM manages sophisticated globally diversified investment portfolios based on best practices developed at leading global institutional investors and provides practical, road-tested advice to CIOs. Marlene also serves as Board Trustee and Chair of the Asset-Liability Management Committee at the $53bn Healthcare of Ontario Pension Plan (HOOPP).

She has more than 20 years of experience including roles on boards, in portfolio management, pension investments, LDI, 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 resulted in outstanding teams to provide clients with in-depth expertise to meet complex needs.

Find out more.

Twist Financial provided sophisticated investment strategy, analytics, education, and expert witness and litigation support.

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-Align-finalDr. Marlene Puffer is a well known investment strategist and was President of Twist Financial. She is now a Partner at Alignvest Investment Management (AIM). AIM manages sophisticated globally diversified investment portfolios based on best practices developed at leading global institutional investors and provides practical, road-tested advice to CIOs. Marlene also serves as Board Trustee and Chair of the Asset-Liability Management Committee at the $53bn Healthcare of Ontario Pension Plan (HOOPP).

She has more than 20 years of experience including roles on boards, in portfolio management, pension investments, LDI, 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 resulted in outstanding teams to provide clients with in-depth expertise to meet complex needs.

Find out more.
Interview with Marlene Puffer in The Analyst, patient Toronto CFA Society, September 2014.

Read the article

Twist Financial provided sophisticated investment strategy, analytics, education, and expert witness and litigation support.

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-Align-finalDr. Marlene Puffer is a well known investment strategist and was President of Twist Financial. She is now a Partner at Alignvest Investment Management (AIM). AIM manages sophisticated globally diversified investment portfolios based on best practices developed at leading global institutional investors and provides practical, road-tested advice to CIOs. Marlene also serves as Board Trustee and Chair of the Asset-Liability Management Committee at the $53bn Healthcare of Ontario Pension Plan (HOOPP).

She has more than 20 years of experience including roles on boards, in portfolio management, pension investments, LDI, 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 resulted in outstanding teams to provide clients with in-depth expertise to meet complex needs.

Find out more.
Interview with Marlene Puffer in The Analyst, patient Toronto CFA Society, September 2014.

Read the article
Interview with Marlene Puffer in The Analyst, Toronto CFA Society, September 2014.

Read the article

Twist Financial provided sophisticated investment strategy, analytics, education, and expert witness and litigation support.

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-Align-finalDr. Marlene Puffer is a well known investment strategist and was President of Twist Financial. She is now a Partner at Alignvest Investment Management (AIM). AIM manages sophisticated globally diversified investment portfolios based on best practices developed at leading global institutional investors and provides practical, road-tested advice to CIOs. Marlene also serves as Board Trustee and Chair of the Asset-Liability Management Committee at the $53bn Healthcare of Ontario Pension Plan (HOOPP).

She has more than 20 years of experience including roles on boards, in portfolio management, pension investments, LDI, 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 resulted in outstanding teams to provide clients with in-depth expertise to meet complex needs.

Find out more.
Interview with Marlene Puffer in The Analyst, patient Toronto CFA Society, September 2014.

Read the article
Interview with Marlene Puffer in The Analyst, Toronto CFA Society, September 2014.

Read the article
Marlene Puffer in Benefits Canada, pills July/August 2014.

Read the article

 

LDI Strategy and Implementation

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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.