Graham Sheppard, CFA

Graham Sheppard, CFA

Associate Director

Graham holds several key responsibilities at UBC Investment Management, chief among them being a primary relationship contact for our internal partners to ensure their priorities are well understood and being supported as well as leading our responsible investing priorities.

Within the investment team, Graham oversees total portfolio asset allocation, including rebalancing and cash management activities, total portfolio strategy research and investment policy development, and leads oversight of public fixed income investments.

Prior to joining UBC Investment Management, Graham was a Portfolio Manager within the Investments Division of the Insurance Corporation of British Columbia (ICBC), managing the group’s macroeconomic, financial market, and fixed income research efforts for the company’s $20 billion insurance fund and $1.2 billion pension plan for management employees. Prior to joining ICBC, Graham was an Analyst at ERA Research, a boutique investment research firm specializing in equity and high yield investment opportunities in the global Forest Products sector.

Graham is a CFA charterholder and a proud alumnus of the UBC Thunderbirds.