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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Natalie Laden | Portfolio Manager | 2015 | now |
自傳 | Natalie Laden a rejoint la Great-West en 1978. Elle participe à la gestion des portefeuilles d’obligations canadiennes SGIGWL, y compris à la formulation des stratégies et à l’analyse et à la sélection des obligations. De plus, depuis octobre 2003, Natalie est responsable de la gestion du Fonds du marché monétaire SGIGWL. | ||
Janet Salter | Portfolio Manager | 2015 | now |
自傳 | Janet leads Laketon's fixed income investment management team. With over 17 years of industry experience, Janet has broad portfolio management expertise. Before assuming leadership of Laketon’s fixed income team, Janet headed the fixed income team at London Capital Management. With London Capital she managed both core and specialty fixed income mandates and played an important role as a member of the London Capital Management Asset Mix Committee. She is a CFA charter holder and earned her Honours Bachelor of Mathematics from the University of Waterloo. | ||
Not Disclosed | - | 2012 | 2013 |
Janet Salter | Portfolio Manager | 2010 | 2012 |
自傳 | Janet leads Laketon's fixed income investment management team. With over 17 years of industry experience, Janet has broad portfolio management expertise. Before assuming leadership of Laketon’s fixed income team, Janet headed the fixed income team at London Capital Management. With London Capital she managed both core and specialty fixed income mandates and played an important role as a member of the London Capital Management Asset Mix Committee. She is a CFA charter holder and earned her Honours Bachelor of Mathematics from the University of Waterloo. | ||
Thomas Gomes | Other Executives | 2003 | 2010 |
自傳 | Thomas Gomes began his investment career in 1996 with Canada Trust where he was responsible for trade management and settlement issues. He joined Laketon in 2000 as a Trade Settlement Specialist. In January 2002, he was appointed Money Market Trader/Analyst and joined the Fixed Income team. Thomas holds a B. Comm., from the University of Toronto and is currently completing the CFA designation. | ||
Gary Morris | President & Founder | 1993 | 2010 |
自傳 | Gary is the president and founder of Lorica which was launched in the fall of 2010. He is responsible for the overall direction of the firm and together with Thomas Gomes manages fixed income investments for Lorica’s clients. He began his investment career with McLeod Young Weir, after which he joined the predecessor to Laketon Investment Management Ltd. Gary graduated with a Bachelor of Applied Science (EngSci.) from the Faculty of Engineering at the University of Toronto in 1986 and an MBA from the Schulich School of Business in 1989. He earned the CFA designation in 1992. | ||
Andrew Osterback | Vice President, Portfolio Manager | 2002 | 2009 |
自傳 | Andrew joined BMO GAM's active fixed income team as a portfolio manager in 2005 & has over 20 years experience in managing fixed income portfolios. Andrew oversees portfolios with an emphasis on the interest anticipation aspects of government bond sectors. Prior to joining BMO, he managed a mix of mutual funds, pooled assets, & segregated private client portfolios for a major institutional investor. Andrew holds an Honours BComm degree from the University of Windsor, a Bachelor of Arts degree (Economics) from the University of Western Ontario & received his CFA designation in 1999. |
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