Mark acts as a proxy for the AGF Global Equity team both internally, with client service and sales teams, and externally, with clients, consultants and prospects, to effectively communicate the philosophy, process, current positioning and results of the team’s strategies. Mark also conducts in-depth ESG research and analysis, supporting the team in integrating ESG risks and opportunities in the fundamental research process and with company engagements and proxy voting. Mark also advises the team on best practices and ongoing regulation and is a member of the ESG Committee.
Previously, Mark was head of the Portfolio Specialist Group at AGF and held a similar role on the AGF Fixed Income team. Prior to AGF, Mark was a fixed income analyst and an asset allocation analyst performing Asset Liability Management for large institutional clients at Russell Investments. Mark also spent eight years consulting public and private pension plan sponsors at leading actuarial pension consulting firms.
Mark holds an Honours B.Sc. degree in Actuarial and Statistical Sciences from the University of Western Ontario. He is an Associate of the Society of Actuaries (ASA), Associate of the Canadian Institute of Actuaries (ACIA) and has completed Level I of the CFA Program.
