Robert Pouliot

Robert Pouliot is involved in financial risk evaluation since 1982. His experience covers the credit rating of banks in emerging markets, the training of correspondent banking teams in Europe and the build-up of methodology to rate micro-finance institutions for the World Bank and the Inter-American Development Bank and micro-finance investment funds for KfW in Germany. In fiduciary risk* and rating, he helped develop the whole assessment methodology of investment managers on various asset classes, both in Europe and across emerging markets and was commissioned to carry out a fiduciary mapping of Latin America in 1999-2000.

He co-founded the Centre for Fiduciary Excellence (CEFEX) in 2006, based in Toronto and Pittsburgh, the Coalition for the Protection of Investors in 2006 in Montreal, and Rating Capital Partners in 1997 in Geneva. He is a board member of Fair Canada, an independent foundation for the advancement of investors’ rights based in Toronto. He lectures on fiduciary risk and governance to undergraduate and postgraduate students at School of management sciences of the Québec University in Montréal (ÉSG-UQÀM), the École supérieure de technologie (ÉTS), Université internationale de Casablanca. He is member of the research center of SupdeCo in Marakesh. He was previously lecturer on fiduciary risk at the College of Certified Administrators (Quebec, Montreal) and the International Finance and Commodities Institute (IFCI) in Geneva. He heads the fiduciary risk book collection at Thomson Reuters in Montreal, is associate director of Africa Investor, in Johannesburg, South Africa, and has published several books in taxation, fiduciary risk and micro-credit. He contributed to various financial publications and broadcasting system in the area of fiduciary risk.

He lectures on fiduciary risk and governance to undergraduate and postgraduate students at School of management sciences of the Québec University in Montréal (ÉSG-UQÀM), the École supérieure de technologie (ÉTS), Université internationale de Casablanca. He is a member of the research center of SupdeCo in Marakesh. He was previously lecturer on fiduciary risk at the College of Certified Administrators (Quebec, Montreal) and the International Finance and Commodities Institute (IFCI) in Geneva. He heads the fiduciary risk book collection at Thomson Reuters in Montreal, is associate director of Africa Investor, in Johannesburg, South Africa, and has published several books in taxation, fiduciary risk and micro-credit. He contributed to various financial publications and broadcasting system in the area of fiduciary risk.

He spoke at a hundred conferences around the world and trained securities regulators on fiduciary risk in a dozen developed and developing countries.

*Fiduciary risk is the risk of breaching the trust of investors by failing to meet contractual expectations with no obligation of results. It is the other side of the coin of credit or solvency risk.