Tom Iannucci, MBA
Tom Iannucci is President of Cortex Applied Research. Since joining Cortex in 1991, he has worked to establish Cortex as an innovative and highly regarded advisory firm to institutional funds of all types and sizes. He has devoted his efforts to:
- Governance and Board Effectiveness
- Strategic Planning
- Board Education and
- Investment Consultant/OCIO Searches.
Tom has advised many public retirement systems and corporate pension plans in both the U.S. and Canada. He is a regular speaker at conferences across North America and has co-written various papers on board governance. He has served as a volunteer board member for the Integrative Management Challenge, an under-graduate business program at the Rotman School of Management, University of Toronto.
Tom holds a Bachelors of Commerce degree from the University of Toronto and a MBA from York University in Toronto.
(416) 967-0252 x223
Valter Viola, CFA, MBA
Valter Viola is Managing Director of Cortex and a principal of the firm, responsible for client service as well as research and development.
He was previously President and Founder of Holland Park Risk Management Inc., where he advised some of North America’s largest pension plans and other institutional investors on investment risk management, also providing risk measurement and monitoring services to small and mid-sized funds.
As the founding executive VP, Research and Risk Management at Canada Pension Plan Investment Board, Valter was responsible for total fund research and risk management for the largest single purpose pool of capital in Canada today. Valter was responsible for asset allocation, currency and other total fund research as a senior member of the Research and Economics Department of Ontario Teachers’ Pension Plan, the largest single-profession pension plan in Canada today. He was also a member of Ontario Teachers' Investment Planning Committee and the portfolio manager of both the tactical asset allocation (TAA) and inflation-linked bond portfolios.
Valter holds a Bachelors of Commerce degree from the University of Toronto, MBA from the Ivey School of Business (Western University), practiced as a Chartered Accountant and is a CFA charterholder.
(416) 967-0252 x222
Deborah D. Boedicker, CFA, MBA
Deb Boedicker assists Cortex primarily in areas related to the Outsourced CIO (OCIO) industry, governance, and marketing/branding. With over 30 years in the investment industry, Deb has worked with leading institutional investors including public and private corporations, nonprofits, and healthcare systems to establish sound investment governance structures, develop long-term investment policy frameworks, and manage global portfolios.
For over 12 years, Deb was at Strategic Investment Group (SIG), a pioneer in the OCIO market. While there, she was responsible for the firm’s growth strategy and execution, expanding assets from approximately $5 billion to over $37 billion. Prior to joining SIG, Deb was at UBS Global Asset Management, where she was Managing Director, Head of Institutional Client Relationship Management & Business Development, and a member of the Operating Committee. There she contributed to the overall management of the U.S. asset management division, managed the institutional client and business development groups, and collaborated with other divisions. Deb also served as Senior Vice President of Client Service and Business Development at Analytic TSA Global Asset Management where she managed equity covered call portfolios; developed a variety of trading, performance and reporting platforms; and lead the business development and client service teams.
Currently, Deb is a member of the Benefit Plan Investment Committee for the American Red Cross; board Chairman for MentorPrize; and member of Northeastern University’s venture accelerator IDEA Advisory Board.
Deb holds a Bachelor of Science, Finance and Mathematics from California State University, and MBA from University of California. She is a CFA charterholder.