SPEAKERS
Mark Schmehl, CFA, MBA

Portfolio Manager, Fidelity Investments

Mark Schmehl has over 20 years of industry experience and joined Fidelity in 1999. Before joining Fidelity, he worked for four years in pension consulting at SEI Investments.

Mark has covered a wide range of industries, including health care, utilities, mining, transportation, industrials, insurance and real estate. He earned a BBA from Wilfrid Laurier University and an MBA from Columbia University and is a Chartered Financial Analyst (CFA) charterholder.

Sébastien Mc Mahon, MSc. Econ, PRM, CFA

Interim Chief Economist and Portfolio Manager

Sébastien Mc Mahon joined iAIM 2013 after having amassed a wealth of experience over 15 years in the public and private sectors.

Throughout his career, Mr. Mc Mahon has held various positions in several prominent financial institutions, notably at Quebec’s Ministry of Finance and at Autorité des marchés financiers, Quebec’s regulator to the province’s financial markets. In addition to his role as senior portfolio manager at iA Financial Group, Mr. Mc Mahon also acts as Interim Chief Economist and is a member of the firm’s asset allocation committee.

Mr. Mc Mahon holds a master’s degree as well as doctoral studies in Economics, is a CFA charter holder and is deeply involved in Quebec’s financial scene as a member of the board for Quebec’s association of economists.

Tejsvi Rai, BSc. Econ, BSE Eng

Senior Vice-President, Asset Allocation, iAIM

Tej Rai joined iAIM in 2020 and brings almost 15 years of investment management and data science experience to the firm.
 
Previously, he was principal and senior portfolio manager at SECOR Asset Management, where he developed a strong track record in managing industry-leading asset allocation portfolios. Concurrently, Mr. Rai was responsible for the development of the firm’s customized solutions and managed account platform. Prior to joining SECOR, he was a portfolio manager at Goldman Sachs Asset Management, responsible for the research and implementation of systematic trading strategies within asset allocation mandates.
 
Tej Rai is a graduate of the University of Pennsylvania, where he obtained a BS in Economics from the Wharton School and a BSE in Electrical Engineering from the School of Engineering and Applied Sciences.
Alain Bergeron

EVP and Chief Investment Officer, iA Financial Group

 
With over 20 years of industry experience, including 6 years as Senior Vice President at Mackenzie Investments and 11 years at CPP Investment Board, Alain enhances the organization with a combination of institutional management and pension experience as well as a deep understanding of individual wealth management. He has also been the Chair of WealthSimple Investment Advisory Committee, has taught at HEC Montréal and Rotman School of Management, is published in academic journals, and is a recipient of the HEC Relève d'Excellence award. He began his career trading derivatives at TD Securities. Alain obtained a bachelor's degree in business administration and a master's degree in financial engineering from HEC Montreal. He holds the CFA and CMT (Chartered Market Technician) designations.
Marc Gagnon

Vice-President and Senior Portfolio Manager, Canadian Equities, iA Investment Management

Marc joined iAIM in 1998. He has more than 27 years of experience in the investments sector. He is currently Vice-President and Senior Portfolio Manager, North American Equities. In his duties, he is in charge of the Canadian equity selection process, as well as the management of all Canadian equity portfolios for the iA Group Investment Management team. In addition, in the mandates that he authorizes, Marc invests on the U.S. market, more specifically in securities exposed to structural changes. He is also in charge training and managing the team of financial analysts involved in selecting North American equity securities.
Jean-Pierre Chevalier

Portfolio Manager, iA Investment Management

Jean‐Pierre Chevalier joined iAIM in 2012 and has over 10 years of experience in the investments sector. He is currently Portfolio Manager, U.S. Equities in the investment funds team. In his duties, he is in charge of more than $800M in assets under management, including the Thematic Innovation Fund and the U.S. Equity Fund for iAIM. He also works jointly with the North American equity management team and assists in the professional development of financial analysts. He also participates in the sales efforts of various partners by sharing his market views during formal presentations.
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