Experience
Jason, a Principal in Eckler’s investment consulting practice, joined the firm in 2006. He provides investment strategy advice to a wide range of institutional clients, including DB and DC pension plans, endowment/foundations, corporations and non-profit organizations.
In addition to consulting responsibilities, Jason is a member of the Investment Research Steering Committee which oversees investment manager and strategy research.
Jason’s specific area of expertise is alternative investments including infrastructure, real estate, private equity/debt strategies and hedge funds.
An active volunteer within the pension and investment community, Jason has authored several articles and presented on investment strategy at numerous conferences. He is currently a member of the Canadian Investment Review Advisory Board, a volunteer on the CNIB’s National Investment & Pension Committee and a director with the National Ballet School Foundation.
Jason graduated from the University of Western Ontario in 1999 with an Economics degree. He has also earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Areas of Expertise
- Alternative Investments
- Infrastructure
- Private Debt
- Private Equity
- Risk Management
Professional Qualifications
Professional Qualifications
- University of Western Ontario – Bachelor of Arts, Economics (Dean’s Honour List)
- Chartered Alternative Investment Analyst (CAIA)
- Chartered Financial Analyst (CFA)
Professional Activities
- Serve as a member of the Canadian Investment Review Advisory Board
- Serve as a volunteer member of the CNIB’s National Investment & Pension Committee
- Serve as a director with the National Ballet School Foundation
Thought Leadership
Jason is an active public speaker sharing his insights on investment strategy at numerous conferences and other events. Here’s just a sampling:
Coronavirus, capital calls and liquidity in private market investments
Canadian Investment Review – March 2020
Consultant’s Panel-Off the Record
Panelist: 27th Annual Canadian Conference, AIMSE – January 2020
Accessing Alternatives Through the Secondaries Market
Panelist: Canadian Investment Review Webinar – May 2019
Let’s Get Real: Latest Developments in Real Assets
Moderator: Toronto CFA Society Luncheon – February 2019
The Growing use of Alternative Investment Strategies
Presenter: Vancouver CEO Networking Dinner, PMAC – December 2018
Responsible Infrastructure Investing
Presenter: Trustee Responsible Investment Master Class, SHARE – October 2017
Creating Sustainable Plans for the 21st Century
Panelist: DB Investment Forum 2015, Benefits Canada – December 2015