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Co-operators Canadian Equity Fund VP
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0P000073T2綜觀
你可在本頁找到深入的Co-operators Canadian Equity Fund VP公司檔案，包括0P000073T2的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Bruce Harrop | Portfolio Manager | 2010 | now |
| 自傳 | Prior to joining Addenda Capital, Bruce Harrop worked at Invesco Trimark (1999-2009), where he held various positions involving stock selection and portfolio strategies for several mutual funds. From 1997-99, he was a Portfolio Manager and Canadian Equity Analyst for the Ontario Teachers’ Pension Plan. Bruce has a bachelor’s degree in electrical engineering from the University of Alberta (1986), an MBA from the University of Western Ontario (1991) and is a CFA charterholder. | ||
| Barbara Betanski | Senior Portfolio Manager | 2010 | now |
| 自傳 | Before joining Addenda Capital, Barbara Betanski was a senior member of the Canadian equity team at UBS Global Asset Management Canada, covering the Energy sector (2005-2010). Prior to joining UBS, Barbara worked as a senior oil & gas and energy trust analyst Scotia Capital, Dundee Securities Corporation and Desjardins Securities (1998-2005). Barbara holds a B.Sc.from the University of Toronto (1996) and a Master’s degree in Business from Wilfrid Laurier University (1998) and is a CFA charterholder. | ||
| Kim Chafee | Senior Portfolio Manager | 2010 | now |
| 自傳 | Before joining Addenda Capital, Kim Chafee was a senior member of the Canadian equity team at UBS Global Asset Management Canada, covering the Financial Services sector (2004-2010). Before joining UBS, Kim was a member of the Financials Research team at Scotia Capital (2000-2004) and had prior experience in investment banking and asset management. Kim holds a B.Sc. from the University of Western Ontario (1996), Master’s degree in Business from York University (2000) and is a CFA charterholder (2003). | ||
| Alda Pavao | Portfolio Manager | 2008 | now |
| 自傳 | Alda Pavao has extensive investment experience; she has held various positions with CIBC World Markets (2003-2008), including Director & Equity Research Analyst and Senior Equity Research Associate. She also worked as Equity Research Associate at Credit Suisse First Boston (2000-2003). Alda has covered a variety of sectors including Software and IT Services, Pipelines, Utilities and Energy Infrastructure. Alda completed a B.Comm. with Honours at Queen’s University (2000) and is a CFA charterholder. | ||
| Todd Kapala | Portfolio Manager | 2005 | now |
| 自傳 | Todd Kapala was promoted to the position of Portfolio Manager, Canadian Equities in May 2006. Todd is responsible for effecting the decisions made by the Canadian Equity team for all of the insurance portfolios. Todd continues to be responsible for the analysis of certain sectors of the Canadian equity market and for the recommendation of sector weights and stock holdings within his sectors for both the pension and insurance accounts. | ||
| Duncan Mathieson | Vice President | 2010 | 2021 |
| 自傳 | Duncan Mathieson has worked for UBS Global Asset Management Canada, most recently as Head of Canadian Equities (2006-2010). Prior to that, he was Director of Canadian Research (2004-2006) and Energy Analyst (2003-2004). Prior to joining UBS, he was Director of Oil and Gas Research for Scotia Capital (1998-2003) and held various energy-related research roles over his career. Duncan holds a Bachelor’s degree in Commerce from Queen’s University (1982) and is a CFA charterholder (1989). | ||
| Nancy Collins | Vice President | 2005 | 2010 |
| 自傳 | In 2005, Nancy Collins joined Co-operators as VP, Canadian Equities. Nancy brought 29 years experience with Mutual Life, Perigee and Legg Mason Canada to the position. As VP Canadian Equities, Nancy is Co-operators Canadian equity team leader and is responsible for all Canadian equity investments. Nancy holds Honours B.A. Mathematics from the University of Waterloo, achieved her FLMI designation in 1980 and attained her CFA designation in 1981. | ||
| Jeff Wong | Other Executives | 2004 | 2009 |
| 自傳 | Jeff Wong joined Co-operators in March 1998 as an Equity Research Analyst after 5 years in the investment industry. He was promoted to Assistant Portfolio Manager in 2001, and Portfolio Manager in 2003. Jeff is responsible for taxable accounts and the Canadian Equity Resource Fund. He participates in the overall investment strategy developed by the Canadian Equity team and is a member of the Forecasting Committee. Jeff holds an honours B.Sc. from the University of Toronto and attained his CFA designation in 1999. | ||
| Sue Lavigne | Portfolio Manager | 1992 | 2009 |
| 自傳 | Sue Lavigne is Vice President & Portfolio Manager at GCIC Ltd., the sub-advisor of the fund. Prior to joining GCICL, Sue was a member of the Canadian equity team at Scotia Asset Management (SAM). Sue has a Masters of Business Administration from Wilfrid Laurier University, holds the Chartered Financial Analyst designation and is a Chartered Insurance Professional. | ||
| Bill Law | - | 1991 | 2009 |
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