Contributors

Sound Choices

AGF’s Sound Choices program provides practical tools and tips on retirement, personal finance, investing and tax efficiency that can be used everyday, all with the help of a financial advisor.

AGF Perspectives AGF Perspectives

Mike Archibald, CFA, CMT, CAIA

Associate Portfolio Manager

AGF Investments Inc.

Mike joined AGF as an Associate Portfolio Manager in 2015 and focuses on research, analysis and selection of North American equities. Mike’s investment process is a bottom-up stock selection methodology using a blended approach of quantitative, fundamental and technical inputs.

Alpha Ba, BA, M.SC, CFA

Vice-President and Portfolio Manager

AGF Investments Inc.

Alpha Ba is Vice-President and Co-Portfolio Manager of AGF's emerging market strategies. His knowledge of global markets is complemented by his hands-on experience of these markets.

Steve Bonnyman, MBA, CFA

Co-Head of North American Research and Portfolio Manager

AGF Investments Inc.

Steve is the Portfolio Manager of AGF’s Canadian and global resources portfolios. Working closely with AGF research teams, Steve focuses on identifying resource companies with solid balance sheets, advantaged cost structures, attractive valuations or unrecognized growth.

Blake C. Goldring, M.S.M., LL.D., CFA

Chairman and Chief Executive Officer

AGF Management Limited

Blake Goldring is Chairman and Chief Executive Officer of AGF Management Limited, a premier independent investment management company with operations in Canada, the United States, Europe and Asia. Named Chairman in 2006, Chief Executive Officer in 2000 and President in 1997, Blake has led the growth of AGF's business, which today manages over $35 billion (C$) in investors' assets globally.

Regina Chi, CFA

Vice-President and Portfolio Manager

AGF Investments Inc.

Regina Chi is Vice-President and Portfolio Manager with lead responsibility for AGF Emerging Markets Fund. She has an investment philosophy consistent with AGF's Global Equity Team and looks for quality companies that have long-term sustainable competitive advantages at attractive valuations.

John Christofilos

Senior Vice President & Head Trader

AGF Investments Inc.

John and his team are responsible for trading the $36 billion Assets Under Management across the AGF Retail, Institutional, High Net Worth and ETF portfolios. John has extensive experience over more than a 25-year career in the Canadian and International Capital Markets Industry. Prior to joining AGF, John was Managing Director at Canaccord Genuity focused on electronic and algorithmic trading solutions. Prior to that, John worked as Executive Vice-President at E*TRADE Financial based in Palo Alto, California.

Dillon Culhane

Equity Analyst

AGF Investments Inc.

Stephen Duench

Stephen Duench

Judy G. Goldring, LL.B, ICD.D

Executive Vice-President and Chief Operating Officer

AGF Management Limited

Judy is a renowned leader in the asset management industry and one of Canada’s most influential business women. As Executive Vice-President and Chief Operating Officer of AGF Management Limited, member of the AGF Management Board, and AGF Mutual Funds Board of Directors, Judy provides strategic leadership and vision that promotes operational effectiveness and the long-term growth of the firm. Judy also leads the growth and development of our private client business segment and FFCM.

Tony Genua

Senior Vice-President and Portfolio Manager

AGF Investments Inc.

Tony has been Portfolio Manager of AGF's U.S. growth portfolios since he joined AGF in 2005. Throughout his more than 30-year career in portfolio management, Tony has remained committed to his proven investment strategy that identifies leading growth companies in every cycle. Tony is also Co-Chair of the AGF Asset Allocation Committee.

Martin Grosskopf, MBA, MES

Vice-President and Portfolio Manager

AGF Investments Inc.

Martin has more than 20 years of experience in financial and environmental analysis. He is a former Responsible Investment Association (RIA) board member, and is a frequent public speaker on ESG issues. In addition to the portfolios that he manages, Martin provides input on sustainability and ESG issues across the AGF investment teams.

Grace Huang, MBA, CFA

Global Equity Analyst

AGF Investments Inc.

Grace Huang is a global equity analyst, responsible for the Financials sector.

AGF Insights

AGF Investments Inc

Andy Kochar, CFA

Associate Portfolio Manager

AGF Investments Inc.

Andy is responsible for conducting top-down and bottom-up global credit research and providing quantitative and economic research to assist with the asset allocation process. He is a member of the AGF Fixed Income team, which has expertise in all the major fixed-income categories including high yield, investment grade, sovereign bonds and global convertibles, in both emerging and developed markets, as well as global currencies.

John Kratochwil

Equity Analyst, Mining and Materials

AGF Investments Inc.

Auritro Kundu, MBA

Equity Analyst

AGF Investments Inc.

Jonathan Lo, MBA

Vice President, Portfolio Specialist Group

AGF Investments Inc.

Jonathan Lo is Vice President and Portfolio Specialist on the North American Equities and Sustainable Investing teams at AGF. In this role, his primary responsibility is communicating thought leadership, investment philosophy, process and positioning for AGF’s North American equity and sustainable investing mandates.

Sanjay Luthra, MBA, CFA

Associate Portfolio Manager

AGF Investments Inc.

Sanjay is an Associate Portfolio Manager responsible for the Telecommunications and Information Technology sectors and is a key member of AGF’s Global Equity team.

Ani Markova, MBA, LIFA, CIM, CFA

Vice-President and Portfolio Manager

AGF Investments Inc.

Ani is a member of the AGF Resources team and a lead portfolio manager of AGF’s precious metals portfolios. She combines a top-down approach to asset and sector allocation with a bottom-up approach to individual stock selection. She joined AGF in 2003 as an Analyst, covering the Industrials sector and later the Materials sector for the North American equity research team.

Kevin McCreadie, CFA, MBA

President and Chief Investment Officer

AGF Investments Inc.

Kevin provides direction and leadership to AGF’s investment management teams and leads the firm’s global institutional business. He brings more than 30 years of investment management experience to AGF, with extensive expertise in retail and institutional asset management, direct portfolio management and over a decade of combined experience as CIO for two major U.S. financial services firms.

Sam Mitter, MBA

Associate Portfolio Manager

AGF Investments Inc.

Sam joined AGF in 2014 and is a member of the AGF North American Equity Research team covering the Information Technology sector. He also supports Portfolio Manager Tony Genua on AGF’s U.S. growth and global select mandates.

Tom Nakamura, CFA

Vice-President & Portfolio Manager

AGF Investments Inc.

Florence Narine

Senior Vice-President, Head of Product

AGF Investments Inc.

Florence is responsible for the overall strategic management of AGF products across all business lines including product management and development, strategic market research and planning and leading the launch of several successful and innovative products.

Andres Perez

Associate Portfolio Manager

AGF Investments Inc.

Andres is an Associate Portfolio Manager responsible for the Industrials and Consumer Staples sectors and is a key member of AGF’s Global Equity team.

Maksim Piskunov, MBA, CFA

Associate Portfolio Manager

AGF Investments Inc.

Maks is an Associate Portfolio Manager responsible for the Materials and Heath Care sectors. Prior to joining to AGF, Maks held a number of roles related to public and private equity investing and has become familiar with emerging markets, primarily in Asia.

Angela Rhoden, CFA

Director, Portfolio Specialist Group

AGF Investments Inc.

Angela Rhoden is a global equity analyst at AGF and acts as a generalist, providing coverage of multiple sectors. Angela was previously a Director on AGF’s Portfolio Specialist Group, specializing in global equities. Prior to joining AGF, Angela spent five years in Equity Research at Clarus Securities and at Northland Capital Partners where she undertook fundamental research and analysis of companies in a range of sectors including Materials and Industrials. She also worked at Bank of Montreal in the Corporate Finance and Commercial Banking group where she assessed the credit risk of companies and presented credit recommendations to the risk group. Angela has her CFA designation and holds an MBA in Finance from the Schulich School of Business.

Tristan Sones, CFA

Vice-President and Portfolio Manager

AGF Investments Inc.

Tristan Sones joined AGF in 1993 and is one of the principal members of the AGF Fixed Income team. With over two decades of experience managing a wide array of fixed-income portfolios, Tristan is a key contributor to the team’s analysis of the global macroeconomic landscape, with specific emphasis on global investment grade and non-investment grade debt, including hard and local currency emerging market debt.

Portfolio Specialist Group

AGF Investments Inc.

The Portfolio Specialist Group serves as a liaison between AGF’s investment management team and both advisors and end investors. The team is designed to keep stakeholders informed on evolving themes, fund updates and current economic and market developments.

Mark Stacey, MBA, CFA

Senior Vice President, Head of Portfolio Management & Co-Chief Investment Officer

Highstreet Asset Management Inc.

Mark joined Highstreet Asset Management, a wholly-owned subsidiary of AGF, in 2011 and leads the firm’s investment management functions. He is also responsible for portfolio management of the Highstreet Canadian Small Cap and Canadian Growth Equity mandates. Mark has 13 years of investment experience applying quantitative and qualitative management techniques to the portfolio management process.

David Stonehouse, MBA, CFA

Vice-President and Portfolio Manager

AGF Investments Inc.

David has 20 years of experience managing both fixed-income and balanced portfolios. David’s rigorous and disciplined investment process is a combination of a top-down approach to duration and asset allocation with a bottom-up approach to security selection. David is a member of the AGF Fixed Income Team, which has expertise in all the major fixed-income categories including high yield, investment grade, sovereign bonds and global convertibles, in both emerging and developed markets, as well as global currencies.

Carmen Tang, MSc., MBA, CFA

Equity Analyst, Health Care

AGF Investments Inc.

Carmen is a member of the AGF North American Research team and is responsible for fundamental research and analysis of the Health Care sector. Carmen joined AGF in 2013 and has over 11 years of experience in global healthcare research. Carmen earned a Master of Science in Pharmacology from the University of Toronto and an MBA from Queen's University. She is a CFA charterholder.

John Vermeer, MBA, CFA

Co-Head, North American Equity Research

AGF Investments Inc.

John Vermeer is an equity analyst responsible for investment research within the Consumer Discretionary and Consumer Staples sectors. John is also co-head of the North American Equity Research Team.

Stephen Way, CFA

Senior Vice-President and Portfolio Manager

AGF Investments Inc.

Stephen leads AGF’s award-winning global equity team, while maintaining portfolio management responsibilities for their global equity and emerging markets mandates. As the architect of the EVA-based investment process used for these mandates, he is supported by a team that uses their collective industry experience and globally diversified cultural backgrounds to locate opportunities unrecognized by the market.

Mark Weinberg, ASA, ACIA

Vice President, Portfolio Specialist Group

AGF Investments Inc.

Mark is responsible for the overall management of the Portfolio Specialist Group at AGF. Mark is also a member of AGF’s Fixed Income team, in which he serves as a liaison between the team and AGF’s clients and other external parties. He is responsible for articulating the investment philosophy, investment process and other communications for AGF’s Fixed Income mandates.