Head of Investment Strategy
Rob joined Clarien’s Investment Management Group in June 2014 and is the Head of Investment Strategy. In this role, he is responsible for all aspects of the investment process supporting Clarien’s asset management and institutional investment businesses. Rob works closely with outside investment committees of insurance companies, foundations and family offices to determine and manage optimal portfolios to balance investment return and risk to achieve desired client outcomes.
Previously, Rob was the Investment Officer and Treasurer for the Attorneys’ Liability Assurance Society (ALAS Ltd), a mutual insurance company. Rob was a member of the ALAS Senior Management team and reported to the Investment Committee of the Board of Directors. Prior to ALAS Ltd., Rob was part of a team managing a Bermuda-based Swiss family office where he structured and conducted investment analysis on a global multi-billion dollar portfolio across a number of asset classes including direct investments in listed and private companies.
Rob started his career with Scotiabank in Toronto in Corporate Finance and earned his Chartered Financial Analyst designation in 2003. Rob holds a BA (Joint Honours) in Economics and Political Science from McGill University and a Masters in Finance from the University of Sydney (Australia). Rob is a regular expert panelist at captive conferences on investing for captives.
Rob is currently Chairman of the Bermuda Zoological Society Investment Committee responsible for the aquarium’s Endowment portfolio.