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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
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. | ||
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. | ||
Jeff Wong | Other Executives | 2005 | 2007 |
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. |
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