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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Scott Gives | Portfolio Manager | 1997 | now |
自傳 | Mr. Gives (BA, CFA) is responsible for quantitative research, performance modeling, risk analysis and product development for Fixed Income. He brings over 6 years of experience in related industries. | ||
Sunil Shah | Portfolio Manager | 2017 | 2021 |
自傳 | Sunil is responsible for the management of all Canadian fixed income portfolios. Prior to joining Aviva Investors, Sunil was Managing Director & Head of Fixed Income for Sceptre Investment Counsel, and responsible for the firm's Canadian Core Fixed income portfolio strategy. He also has had analyst roles at rating agency firms Canadian Bond Rating Service and Standard and Poor’s, and was also Director and Head of Canadian Corporate Debt Research for RBC Capital Markets. Prior to joining the asset management industry, Sunil was employed at Ford Motor Company as a profit analyst for two years. | ||
Robert Prospero | Portfolio Manager | 2017 | 2021 |
自傳 | Mr. Prospero joined Aviva Investors Canada Inc. in 2014 and is an associate portfolio manager for the fixed income portion of the Stone Global Balanced Fund. Prior to joining Aviva Investors, he was an Investment Analyst with Manulife Asset Management where he held various roles in Tactical Investment Management, Canadian Private Placements, Proprietary Investments and Canadian Fixed Income. He holds a Bachelor of Commerce degree from the University of Toronto and he is also a Chartered Financial Analyst charter holder. | ||
William T. Lawrence | Managing Director | 2005 | 2021 |
自傳 | William T. Lawrence, CFA, serves as Portfolio Manager to the Emerging Markets Debt Fund. Mr. Lawrence joined SEI in 2008 and currently serves as Managing Director and Chief Investment Officer of Traditional Assets. Mr. Williams also serves as a Portfolio Manager for the Investment Management Unit for all equity and fixed income funds and as the lead Portfolio Manager for all emerging markets debt funds. In this role, Mr. Lawrence is responsible for designing Fund strategy, working with Manager Research to identify qualified managers and allocating capital among those managers. | ||
David J. Gregoris | Managing Director, Fixed Income | 2002 | 2021 |
自傳 | David has been with Beutel Goodman since 1992 and has over 30 years of investment experience. As a portfolio manager he is responsible for oversight of the fixed income process, and co-manages the fixed income team. He is responsible for portfolio duration and positioning, risk exposure, quantitative analysis and immunized and dedicated portfolios. David is also a member of the Management Committee and sits on the Board of Directors. Prior to joining Beutel Goodman, David worked at TAL where he was a portfolio manager in charge of fixed income trading. David is a graduate of the University of | ||
Jane S. Justice | Porfolio Manager and Trader, Fixed Income | 2002 | 2021 |
自傳 | 1994 - Present: Jane is a member of the fixed income team, responsible for execution and risk management. She is a Vice President of Connor, Clark & Lunn Investment Management Ltd. 1990-94 Connor, Clark & Lunn Investment Management Ltd., Vancouver. Responsible for bond management and all performance measurement. 1989-90: Client Administrator, Conn, Clark & Company. 1986-89: Client Administrator and cash management, Dixon, Krogseth Ltd. | ||
Warren Stoddart | President & CEO | 2002 | 2021 |
自傳 | Warren is a Managing Partner of the Connor, Clark & Lunn Financial Group and an officer or director of all Connor, Clark & Lunn Group affiliates. Warren is a Vice President and Director of Connor, Clark & Lunn Investment Management Ltd. | ||
Brian Eby | Portfolio Manager, Fixed Income | 2002 | 2021 |
自傳 | Brian is a portfolio manager on the fixed income team. He leads the macro team and is responsible for macro research and investment decisions. Brian is on the asset allocation committee, the investment risk management committee, and he is a Director of Connor, Clark & Lunn Investment Management Ltd. Brian holds a Master of Business Administration and a Bachelor of Commerce from McMaster University. He is also a CFA charterholder. | ||
Chris Kalbfleisch | Head of Asset Allocation, Director and Portfolio Manager, Team Co-Leader, F | 2002 | 2021 |
自傳 | 2013-Present: Head of Asset Allocation Team - Connor, Clark & Lunn Investment Management Ltd. 2006-Present: Portfolio Manager, Interest Rate Decisions – Connor, Clark & Lunn Investment Management Ltd. 2004-Present: VP – Connor, Clark & Lunn Investment Management Partnership 2002-06: Quantitative Research Specialist – Connor, Clark & Lunn Investment Management Ltd. 2000-01: Quantitative Model Developer/Trader/Risk Management – Man-Vector Limited. 1997-00: Associate Director, Fixed Income – Scotia Capital Markets. 1996-97: Senior Manager, Credit Risk Management – Scotia Capital Markets. | ||
Simon MacNair | Portfolio Manager, Fundamental Equity | 2002 | 2021 |
自傳 | Simon is a portfolio manager on the fixed income team. He leads portfolio construction and is responsible for overseeing all aspects of trading on the team. He is also on the investment risk management committee. Simon holds a Doctor of Philosophy from the University of Wisconsin-Madison in Madison, WI, U.S.A., and a Bachelor of Arts from the University of British Columbia. |
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