Carleton University
Andrew Urquhart, CFA, MBA, is an experienced investment professional currently serving as Executive Director at Carleton University, overseeing a Total Retirement Plan with $1.9 billion in assets under management (AUM) and a $400 million endowment. Under Andrew's leadership, the Total Plan has consistently outperformed the BNY Mellon Universe median for 77 Canadian pension plans. Prior experience includes roles as Portfolio Manager for Private Assets at NAV CANADA, with AUM of $7.5 billion, and Portfolio Manager at PPP Canada, where Andrew led significant investment initiatives and project agreements. Additionally, experience at TD involved executing trades for high-value investment clients, and an early role at Juroviesky LLP included critical analysis during the Asset Backed Commercial Paper crisis. Andrew holds an MBA from Toronto Metropolitan University and a Bachelor of Commerce in Finance from the University of Ottawa.
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Carleton University
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Situated on unceded Algonquin territory beside the historic Rideau Canal, an official UNESCO World Heritage Site, Carleton University was founded by the community in 1942 to meet the needs of veterans returning from the Second World War.