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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Konstantin Boehmer | Portfolio Manager | 2022 | now |
自傳 | Konstantin joined Mackenzie Investments in July 2013. He started in 2003 at a German asset management company, achieving progressively senior portfolio management positions. Konstantin’s focus throughout his career has been the active management of global sovereign, quasi-sovereign, and emerging markets yield curves and currencies. Konstantin has a Bachelor First Class Honours degree (European Business and Spanish) from the University of Hertfordshire in the UK, and a Master’s degree in Business Administration from the Massachusetts Institute of Technology. | ||
Jenny Wan | Portfolio Manager | 2021 | now |
Mark Hamlin | - | 2021 | now |
自傳 | Portico | ||
Felix Wong | Director of Fixed Income Operations and Portfolio Compliance | 2017 | now |
自傳 | Felix’s career in the investment industry began in 1988. He joined Howson Tattersall Investment Counsel in 1999, and the company became part of Mackenzie Investments in 2008. His previous roles included serving as Assistant Vice President of credit at a large international bank, where he analyzed corporate lending transactions to Canadian corporations, as well as acting as a Research Analyst covering Asian-Pacific industries and companies. Felix has BSc and MBA degrees from the University of Toronto. He is also a CFA charterholder. | ||
Caroline Chan | - | 2021 | 2024 |
Steven Locke | Senior Vice President | 2017 | 2024 |
自傳 | Steve’s career in the investment industry began in 1995. He joined Howson Tattersall Investment Counsel in 2003, and the company became part of Mackenzie Investments in 2008. Prior to 2003, Steve’s work experience included five years managing insurance, pension, and retail segregated fund portfolios in Canada, as well as several years as a Credit Analyst and Bond Trader. Steve has a BA from York University and an MBA from the Schulich School of Business. He is also a CFA charterholder. | ||
Jeff Hall | Portfolio Manager | 2006 | 2017 |
自傳 | Jeff Hall joined Investors Group in 1994 and possesses a wealth of expertise in the fixed income financial markets. Prior to joining Investors Group, Jeff was a Senior Accountant with Price Waterhouse and Manager with Shelter Canadian Properties. Jeff is a graduate of the University of Manitoba with a Bachelor of Commerce (Honors) degree. He has also obtained a Chartered Accountant designation and is a Chartered Financial Analyst charterholder. Jeff is a member of the Chartered Accountants of Manitoba, the Canadian Institute of Chartered Accountants and the CFA Institute. | ||
Scott Waugh | Other Executives | 2006 | 2009 |
自傳 | Scott Waugh brings a strong background to Investors Group’s Fixed Income team with many years of experience in finance and fixed income investments. Scott joined Investors Group in 1999, after working for TD Waterhouse. Scott earned his Bachelor of Commerce (Honors) degree from the University of Manitoba, and has also attained numerous investment management related designations to support his investment process. Scott is a Chartered Financial Analyst charterholder and has also earned the Canadian Investment Manager and Derivatives Market Specialist designations. | ||
Nestor Theodorou | Other Executives | 2005 | 2006 |
自傳 | Nestor Theodorou, CFA, has been managing fixed income assets since 1993. Before Sarbit Asset Management, Nestor's most recent position was Portfolio Manager - Fixed Income, for Investors Group, where Nestor managed or co-managed close to $6 billion of fixed income assets for IG. Previous to his time at IG, Nestor was Director - Fixed Income, for Assante Asset Management. Nestor holds a B.Sc. (Eng), MBA, and is a Chartered Financial Analyst (CFA). | ||
Rick Fourneaux | - | 1986 | 2005 |
自傳 | Mr. Fourneaux has over 27 years of experience in the financial industry. Rick is a Certified Management Accountant and an Accredited Appraiser of the Appraisal Institute of Canada. |
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