Written on 11 February 2014.
The role of the international advisory board is to validate the relevance and goals of the research programme proposals presented by the institute’s management and to evaluate research outcomes with respect to their potential impact on industry practices.
The 49 members of the board also advise on the objectives and contents of projects deriving from the expertise of the institute, thereby ensuring that graduate and executive programmes remain at the forefront of developments in the marketplace.
The two new members are as follows:
Mr Brad Holzberger, Chief Investment Officer, QSuper
Brad was appointed as Chief Investment Officer in February 2009.
His responsibilities include leading the investment team and research into investment philosophy, market trends and broad industry developments in regard to investment processes. Mr Holzberger’s role also encompasses asset allocation, strategic currency policy, establishing fund-level strategies and risk budgets.
Prior to joining QSuper, Brad was a senior investment professional at Queensland Investment Corporation for fifteen years where he had responsibility for investment strategy and headed several active management teams. Before QIC, Brad worked for an international asset consulting firm. He joined the financial services industry after a career as an Army officer.
Brad’s qualifications include a Master of Science (Management) from the US Naval Postgraduate School in Monterey, California and a Bachelor of Arts (Honours Class 1, Economics) from the University of New South Wales. He graduated Royal Military College of Australia and is Senior Fellow of the Financial Services Institute of Australasia.
He is a Director of the Association of Superannuation Funds Australia. He has previously been a trustee of a superannuation fund and chairman of its investment committee. He has held directorships of financial planning firms and a finance industry representational association.
Mr Yuan Zhou, Chief Strategy Officer, China Investment Corporation (CIC)
Mr. Zhou Yuan is the Chief Strategy Officer of CIC and Head of CIC’s Finance and Accounting Department. Immediately prior to this, he was Head of the Alternative Investment Department, Special Investment Department and Asset Allocation and Strategic Research Department of CIC.
Prior to joining CIC, Mr. Zhou served as Executive Vice Chairman of Hong Kong Mercantile Exchange, Head of Asia business development at Chicago Mercantile Exchange, and President of Zeta Institute of Finance and Risk Management. He also held consulting and executive positions at finance and investment institutions. Before that, he served as top executive for finance, treasury, risk and clearing at Hong Kong Futures Exchange, UBS’ senior-most banker in China and Head of research of State Street Bank in Boston.
Mr. Zhou was born in 1956 and attended Peking University and Brandeis University, where he obtained a master’s degree.
Members of EDHEC-Risk Institute’s International Advisory Board:
• Chairman: Mr Tomas Franzén, Chief Investment Strategist, AP2 - Andra AP-fonden.
• Mr Christopher Ailman, Chief Investment Officer, CalSTRS.
• Mr Noël Amenc, Professor of Finance, Director of EDHEC-Risk Institute.
• Mr Carl S. Bang, Chief Investment Officer, Qatar Foundation Endowment (QFE).
• Mr James Barber, Chief Investment Officer of Equities, Russell Investments.
• Mr Jacques Beyssade, Chief Risk Officer, Natixis.
• Mr Stefan Bichsel, Executive Board Member and Head of the Asset Management & Trading Division, BCV, and former Chairman, EFAMA.
• Ms Suzanne Bishopric, Director, Investment Management Division, United Nations Joint Staff Pension Fund.
• Mrs Sally Bridgeland, Chief Executive Officer, BP Pension Trustees.
• Mr Ashvin B. Chhabra, Chief Investment Officer, Head of Investment Management and Guidance, Merrill Lynch Wealth Management.
• Mr Tai Tee Chia, Chief Risk Officer, Government of Singapore Investment Corporation (GIC).
• Mr James C. Davis, Vice President, Investment Planning & Economics, Asset Mix & Risk, Ontario Teachers' Pension Plan (OTPP).
• Mr Laurent Degabriel, Head of Investment and Reporting Division, European Securities and Markets Authority (ESMA).
• Mr Philippe Desfossés, Chief Executive Officer, ERAFP.
• Mr Mark Fawcett, Chief Investment Officer, NEST Corporation.
• Mr Patrick Fenal, Deputy Chairman, Unigestion.
• Mr Tomas Franzén, Chief Investment Strategist, AP2 -Andra AP-fonden.
• Mr Henrik Gade Jepsen, Chief Investment Officer, ATP.
• Mr Nicolas Gaussel, Chief Investment Officer, Lyxor Asset Management.
• Mr Peter Heng, Senior Vice President and Chief Investment Officer, NTUC Income Insurance Co-operative.
• Mr Brad Holzberger, Chief Investment Officer, QSuper.
• Mr David Iverson, Head of Asset Allocation, Guardians of New Zealand Superannuation.
• Mr Joseph John Jelincic, Member of the Board of Administration and Chair of the Risk & Audit Committee, CalPERS.
• Mr Fathi Jerfel, Chief Executive Officer, Amundi Investment Solutions.
• Mr Theo Jeurissen, Senior Adviser, Goldman Sachs Asset Management (GSAM), past Chairman of the International Advisory Board, EDHEC-Risk Institute.
• Mr Masamichi Kono, Vice Commissioner for International Affairs, Financial Services Agency, Japan.
• Mr Tony Lally, Board Chair, ASFA.
• Mr Gérard de Lambilly, Secretary General, Newedge.
• Mr Jean-Louis Laurens, Managing Partner and Chief Executive Officer, Rothschild & Cie Gestion.
• Mr Thomas Laux, Chief Risk Officer, Eurex Clearing AG.
• Mr Xavier Lépine, Chairman, La Française AM.
• Mr Stuart Lewis, Chief Risk Officer, Deutsche Bank AG.
• Mr François-Serge Lhabitant, Associate Professor, EDHEC Business School, Chief Investment Officer, Kedge Capital.
• Ms Jacqueline Loh, Deputy Managing Director, Monetary Authority of Singapore (MAS).
• Mr Timo Löyttyniemi, Managing Director, The State Pension Fund (Finland).
• Mr Philippe Marchessaux, Head of BNP Paribas Investment Partners and Chief Executive Officer of BNP Paribas Asset Management.
• Mr François Marion, Chief Executive Officer, CACEIS.
• Mr Lionel Martellini, Professor of Finance, Scientific Director of EDHEC-Risk Institute.
• Mr Joseph Masri, Head of Risk Management, Qatar Investment Authority
• Mr Gumersindo Oliveros, Chief Executive Officer, KAUST Investment Management Company.
• Mr Bruno de Pampelonne, Chairman, EDHEC Alumni Association, President, Tikehau Investment Management.
• Mr Olivier Rousseau, Executive Director, Fonds de Réserve pour les Retraites (The French Pension Reserve Fund).
• Mr Adriaan Ryder, Chief Investment Officer, QIC.
• Mr Günther Schiendl, Director and Chief Investment Officer, VBV-Pensionskasse.
• Mr Laurent Seyer, Global Head of Investment Solutions, AXA Investment Managers.
• Mr Tokihiko Shimizu, Director General, Research Department and Investment Policy Actuary, Government Pension Investment Fund (GPIF), Japan.
• Mr Philippe Teilhard de Chardin, Chief Executive Officer, Advisors & Partners.
• Mr Jaap van Dam, Managing Director Investment Strategy, PGGM.
• Mr Jean-Paul Villain, Director, Strategy Unit, Abu Dhabi Investment Authority (ADIA).
• Mr Dan Waters, Managing Director, ICI Global.
• Mr Yuan Zhou, Chief Strategy Officer, China Investment Corporation.