Abhishek Ashok, M.A., MFE, CFA®
Analyst
AGF Investments Inc.
As an Analyst, Abhishek Ashok is involved in developing and interpreting quantitative tools to enhance the investment management process, developing content for presentations and commentary, providing data management and process support for AGF’s quantitative platform, AGFiQ. Abhishek began his career with AGF as part of the *Highstreet Investment Management team and has progressively taken on more responsibility to expand his role on the investment team. Abhishek is a CFA® Charterholder, and earned a Master of Financial Economics from Western University, MA in Economics from York University, and a B.Sc in Economics and Management from Purdue University. *Highstreet Asset Management Inc. is a wholly-owned subsidiary of AGF Investments Inc.
AGF Fixed Income Team
Andres Christopher Perez, CIM
Co-Portfolio Manager, AGF Global Equity Fund/Class and AGF Global Dividend Fund/Class
AGF Investments Inc.
Andres Perez is Co-Portfolio Manager of AGF Global Equity Fund/Class and AGF Global Dividend Fund/Class. In this role, Andres works closely with the lead PM to determine overall portfolio positioning. He also engages regularly with the research team to identify new investment opportunities and monitor the fundamentals of existing holdings.
Andy Kochar, CFA®
Vice-President, Portfolio Manager and Head of Global Credit
AGF Investments LLC
Andy Kochar is a principal member of AGF’s Fixed Income Team and serves as the firm’s head of global credit. Using a cross-asset framework, Andy is responsible for the research and allocation of credit risk across all of AGF’s fixed income portfolios.
Angela Rhoden, MBA, CFA®
Global Equity Analyst
AGF Investments Inc.
Angela Rhoden is a global equity analyst covering Industrials. She previously served as a generalist, providing coverage of multiple sectors, and also as a Director on AGF’s Portfolio Specialist Group, specializing in global equities.
Auritro Kundu, MBA
Equity Analyst
AGF Investments Inc.
Auritro Kundu is a member of the AGF North American Equity Team and is responsible for fundamental research and analysis of the Information Technology sector.
Bill DeRoche, MBA, CFA®
Chief Investment Officer and Head of AGFiQ Alternative Strategies
AGF Investments LLC
Bill DeRoche is Chief Investment Officer, AGF Investments LLC (formerly FFCM LLC)¹, and Head of AGFiQ Alternative Strategies. Bill is co-founder of AGF Investments LLC, a Boston-based investor advisory firm founded in 2009 and subsidiary of AGF Management Limited. He is a leader of AGF’s quantitative investment platform, known as AGFiQ. AGFiQ’s team approach is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns.
Blake C. Goldring, C.M., M.S.M., CD, LL.D., DHL, CFA®
Executive Chairman
AGF Management Limited
Blake C. Goldring is the Executive Chairman of AGF Management Limited. In this role, he is focused on furthering key partner relationships and deepening AGF’s strength within the alternative investments space, while also driving continued shareholder value serving on AGF’s various entity Boards. Blake was also a long-standing member of the Smith & Williamson Board and helped execute the merger between Tilney and Smith & Williamson to create one of the U.K.’s leading integrated wealth management and professional services groups, while delivering on AGF’s long-term investment strategy in the U.K. He provides guidance and counsel to the CEO in setting the mission, vision and strategic direction for the firm. At the same time, he provides leadership to AGF’s Board of Directors in carrying out their collective responsibilities to supervise the management of the business and affairs of the company. Blake’s career at AGF spans more than 30 years. He was named President in 1997, Chief Executive Officer in 2000 and Chairman in 2006. Under his leadership, AGF has grown to be a premier global asset management firm with operations in Canada, the United States, Europe and Asia. As a long-standing participant and advocate for the Canadian financial industry and broader community, Blake has been increasingly balancing his time across a number of organizations, including his involvement on the Board of C.D. Howe Institute, the Canadian Film Centre and Libraries and Archives Canada, in addition to supporting a number of other important causes. Blake is currently a Member of the Business Council of Canada (formerly the Canadian Council of Chief Executives) and sits on the Advisory Board of the Lawrence School for Public Policy, Ivey School of Business. Blake is also the founder of Canada Company: Many Ways to Serve, a charitable organization created to connect business and community leaders with Canada’s military. Among its many initiatives, Canada Company awards scholarships to the children of fallen soldiers to assist with their post-secondary education. In addition, Canada Company created and administered the Military Employment Transition (MET) Program from 2012 to 2018. This program helped 3,600 Veterans find meaningful employment in the civilian workforce. Blake has received numerous honours in recognition of his personal and professional achievements. Most recently, in December 2018, he was named a Member of the Order of Canada – our country’s second highest honour for merit. He was awarded the Person of Influence Award at 2007 Canadian Investment Awards Gala. He was the first person to be named Honorary Colonel for the Canadian Army as a whole in 2011. Blake was also awarded the Meritorious Service Medal (Military Division) in 2009, the Queen’s Diamond Jubilee Medal in 2012 and the Canadian Forces Decoration (CD) for 12 years of service in, 2017. Recognizing his community service, Blake received the Order of the Diocese from the Anglican Diocese in Toronto in 2013, and the Award of Merit from B’Nai Brith in 2011. In 2014, he received the VIMY Award from the Conference of Defence Association (CDA) Institute. Blake holds an Honours BA in Economics from the University of Toronto and a Master of Business Administration from INSEAD in France. He is also a member of the Toronto Society of Financial Analysts, a CFA® charterholder and a Fellow of the Institute of Canadian Bankers.
Carmen Tang, MSc., MBA, CFA®
Equity Analyst
AGF Investments Inc.
Carmen Tang is a member of the AGF North American Research team and is responsible for fundamental research and analysis of the Health Care and Consumer Staples sectors.
David Stonehouse, MBA, CFA®
Senior Vice-President and Head of North American and Specialty Investments
AGF Investments Inc.
David Stonehouse oversees AGF’s North American and Specialty Investments teams while maintaining direct portfolio management responsibilities for his current mandates.
Dillon Culhane, CFA®, CPA, CA
Equity Analyst
AGF Investments Inc.
Dillon Culhane is an Equity Analyst on the AGF North American Equity Team focusing on the Energy sector, particularly oil and gas companies, as well as Utilities.
Florence S. Narine, MBA
Senior Vice-President, Head of Canadian Institutional and Key Accounts
AGF Investments Inc.
Florence S. Narine, MBA is Senior Vice-President, Head of Canadian Institutional and Key Accounts. She is responsible for accelerating AGF’s Canadian institutional presence, while also growing key cross-functional and cross-jurisdictional client relationships across the firm. Florence previously served as Senior Vice-President, Head of Product and Interim Head of Strategic Accounts Management, 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 innovative and successful products. In addition, she was responsible for building relationships with our strategic partners and leading our overall Strategic Accounts strategy. Prior to joining AGF, Florence worked at CIBC Wood Gundy and Fidelity Canada. While at Fidelity, she served as Director, Product Solutions before joining the firm’s institutional efforts as Director, Institutional Investments. Florence holds an Honours B.A. from the University of Toronto and earned an MBA from the University of Toronto's Rotman School of Management.
Grace Huang, MBA, CFA®
Associate Portfolio Manager
AGF Investments Inc.
Grace Huang is an Associate Portfolio Manager on AGF’s Global Equity team. She focuses on the Information Technology sector and the Media & Entertainment sub-sector.
Grant Wang, M.A. (Econ.), Ph.D., CFA®
Senior Vice-President, Co-CIO AGFiQ Quantitative Investing, Head of Research
AGF Investments Inc.
Grant Wang is Senior Vice-President and Co-CIO AGFiQ Quantitative Investing, Head of Research at AGF Investments Inc. (AGF). Grant helps lead AGF’s quantitative investment platform, AGFiQ, by developing, enhancing and managing quantitative investment strategies, and serves as Head of Research. AGFiQ’s team approach is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns.
Greg Valliere
Chief U.S. Policy Strategist
AGF Investments
Greg Valliere joined AGF Investments (AGF) in February 2019 as Chief U.S. Policy Strategist. In this role, he is responsible for providing insight into how U.S. politics are shaping global markets.
Jean-Sébastien Nadeau, MBA, CFA®
Associate Portfolio Manager
AGF Investments Inc
Jean-Sébastien Nadeau is a member of the AGF Fixed Income team and is responsible for providing fundamental and credit research support. He also supports the team’s Portfolio Managers in managing AGF's various Fixed Income mandates. He has a strong background in developing quantitative models for both corporates and sovereigns with specific expertise in the Technology, Media and Telecommunication as well as the Consumer Cyclical sector.
John Christofilos
Senior Vice-President, Chief Trading Officer and Investment Management, Operations Strategy
AGF Investments Inc.
John Christofilos leads a team responsible for trading AGF’s Assets Under Management across its Retail, Institutional, High-Net-Worth and ETF portfolios. He is also a member of AGF’s Business Development unit with responsibility for reviewing and leading Capital Markets opportunities and technology advancements. John is a member of The Office of the CIO – a structure within AGF’s Investment Management team. This leadership structure encourages and further embeds collaboration and active accountability across the Investment Management team and the broader organization.
John Kratochwil, MBA, P.Eng.
Equity Analyst, Mining and Materials
AGF Investments Inc.
John Kratochwil is an equity analyst on the AGF North American Research Team, specializing in Mining and Materials.
Jonathan Lo, MBA
VP, Growth Equities
AGF Investments Inc.
Jonathan Lo is Vice-President and Client Portfolio Manager supporting AGF’s growth and sustainable investing mandates. He is an integrated member of the Investment Management Team, participating in investment strategy and portfolio management discussions, and is responsible for articulating positioning and investment outlook to clients and prospects.
Judy G. Goldring, LL.B., LL.D., ICD.D
President and Head of Global Distribution
AGF Management Limited
Judy G. Goldring is a renowned leader in the asset management industry and one of Canada’s most influential business women. As President and Head of Global Distribution at AGF Management Limited, she oversees the execution of strategic plans in support of business priorities, counsels the CEO on business planning and provides direction for corporate initiatives. Reporting to the CEO, Judy also brings unified accountability to and fosters greater synergies across AGF’s respective sales distribution channels globally. In addition, she oversees the firm’s Human Resources function and is responsible for AGF’s Private Client businesses: Highstreet Asset Management Inc., Cypress Capital Management Ltd. and Doherty & Associates Ltd. Judy is also a member of the Executive Management Team where she assists in the development and execution of AGF’s strategy. In addition, as a member of the Board of Directors for AGF Management Limited and AGF Mutual Funds, she provides strategic leadership and vision that promotes AGF’s long-term growth. Since joining AGF in 1998, Judy has held several roles with increasing responsibility. Prior to being named President, she served as Executive Vice-President and Chief Operating Officer. In this role, she demonstrated leadership in promoting and supporting the firm’s operational effectiveness. Before joining AGF, Judy specialized in regulatory and administrative law. She received a Bachelor of Arts in Economics from the University of Toronto and earned her Bachelor of Laws (LL.B) from Queen’s University. She is a member of the Law Society of Upper Canada and has been a member of the Canadian Bar Association since 1993. In 2019, she received an Honorary Doctorate of Laws (LL.D) from the University of Toronto. Judy is Vice-Chair of The Investment Funds Institute of Canada (IFIC)'s Board of Directors and sits on the Board of the Toronto French School (TFS), Canada’s International School, which is the largest bilingual school in Canada. In addition, Judy serves on the Scholarship Advisory Committee for the Children’s Aid Society, as well as is a lead fundraiser for the JDRF $100m Campaign to Accelerate. In 2015, Judy was named a Top 100 Hall of Fame Inductee by the Women’s Executive Network™ (WXN). This distinct honour is given to women who are nominated as one of Canada’s Most Powerful Women: Top 100 for a fourth time. Before being nominated in 2015, Judy was recognized by the WXN in 2012, 2013 and 2014. Judy was also honoured as one of the Women’s Post Top 20 Women of 2010.
Karrie Van Belle
Chief Marketing & Innovation Officer
AGF Investments Inc.
Karrie Van Belle is the Chief Marketing & Innovation Officer at AGF Investments Inc. She sits on AGF’s Business Management Committee, Operations Oversight Committee, Disclosure Committee and the firm’s Sustainability Council. In this role, Karrie is a strategic driver of AGF’s digital transformation agenda, focused on driving efficiencies and enhanced client experiences for the firm, in addition to overall responsibility in leading the firm’s marketing and communications strategy across its diverse range of investment management platforms, and leadership of the firm’s product initiatives globally. Karrie has more than 20 years of marketing and communications experience rooted in the Canadian asset management industry. Her experience includes promoting innovation in marketing, with expertise across multiple disciplines from traditional advertising to social media and public relations to market research and analytics. Karrie holds a degree in Communications from Simon Fraser University. Prior to joining AGF, Karrie was Managing Director, Head of Marketing and Communications at BlackRock Asset Management Canada Limited where she was a member on the region’s Executive Committee and the firm’s Global Marketing Leadership team. She is the Chair of the Portfolio Management Association of Canada’s (PMAC) Marketing and Communications Committee, and sits on the Board of the Responsible Investment Association (RIA), Investment Funds Institute of Canada’s (IFIC) Strategic Research Committee and Junior Achievement Central Ontario’s Board of Governors.
Kevin McCreadie, MBA, CFA®
CEO and Chief Investment Officer
AGF Management Ltd.
Kevin McCreadie is Chief Executive Officer (CEO) and Chief Investment Officer (CIO) of AGF Management Limited. In the role of CEO, Kevin is responsible for the overall success of AGF, overseeing the firm’s mission, vision and strategic direction. He also leads AGF’s Executive Management Team and serves as its liaison with AGF’s Board of Directors. As CIO, Kevin provides direction and leadership to AGF’s investment management teams. In carrying out these responsibilities, he leverages The Office of the CIO, a structure put in place in August 2018 that encourages collaboration and active accountability across AGF’s investment management teams and broader organization, capitalizing on the firm’s depth of talent while driving forward the teamwork that is necessary for the long-term success of its investment management.
Mark Stacey, MBA, CFA®
Senior Vice-President, Co-CIO AGFiQ Quantitative Investing, Head of Portfolio Management
AGF Investments Inc.
Mark Stacey is Senior Vice-President and Co-CIO AGFiQ Quantitative Investing, Head of Portfolio Management at AGF Investments Inc. (AGF). Mark leads the firm’s investment management functions for AGF’s quantitative investment platform, AGFiQ. AGFiQ’s team approach is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns. In addition, Mark is a member of the Office of the CIO – a leadership structure within AGF’s Investment Management Team that encourages and further embeds collaboration and active accountability across the team and broader organization.
Mark Weinberg, ASA, ACIA
VP, Global & EM Equities
AGF Investments Inc.
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.
Martin Grosskopf, MBA, MES
Vice-President and Portfolio Manager
AGF Investments Inc.
Martin Grosskopf manages AGF’s sustainable investing strategies and provides input on sustainability and environmental, social and governance (ESG) issues across the AGF investment teams. He is a thought leader and a frequent public speaker on ESG and Green Finance issues. He serves as Vice-Chair of the CSA Group technical committee on Green and Transition Finance and is a past member of the Responsible Investment Association (RIA)’s Board of Directors.
Mike Archibald, CFA®, CMT, CAIA
Vice-President and Portfolio Manager
AGF Investments Inc.
Mike Archibald is responsible for AGF's Canadian Growth Equity strategies. He uses a bottom-up investment approach that leverages quantitative, fundamental and technical inputs to identify companies with strong earnings growth and momentum, high-quality management and solid free cash flow.
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.
Regina Chi, CFA®
Vice-President and Portfolio Manager
AGF Investments Inc.
Regina Chi has lead responsibility for AGF’s Emerging Markets strategies. She looks for quality companies with fundamental catalysts and long-term sustainable competitive advantages at attractive valuations. Regina is a member of the AGF Asset Allocation Committee, a group of senior investment professionals that meet quarterly to discuss, analyze and assess the macroeconomic environment and capital markets to determine optimal asset allocations. She also serves as co-Chair of AGF’s Diversity and Inclusion Committee, which develops, creates organizational awareness around and promotes best practices related to diversity and inclusion across the firm.
Robert Yan, CFA, PhD
Vice-President and Portfolio Manager
AGF Investments Inc.
As Vice-President and Portfolio Manager, AGF Investments Inc. Robert Yan is responsible for managing non-Canadian equity portfolios with a specific focus on global markets and infrastructure strategies.
Rune Sollihaug, CFA®, CIPM
Vice-President and Head of Risk & Portfolio Analysis
AGF Investments Inc.
Rune Sollihaug is responsible for risk management and oversight across AGF’s investment management platform, including analyzing risk, ongoing performance, attribution, ESG and stress test scenarios leveraging distinct analytics platforms. Rune is a member of The Office of the CIO – a new structure within AGF’s Investment Management team. This leadership structure encourages and further embeds collaboration and active accountability across the Investment Management team and the broader organization. He previously served as Vice-President, Investment Analytics at a global financial services company that provides a comprehensive range of services in asset servicing, asset management, corporate trust, investment services, wealth management, treasury services and technology. Rune earned a BBA from Trondheim Business School and a Master of Arts (Economics & Finance) from the University of Leeds. He is a CFA® charterholder and holds a Certificate in Investment Performance Management (CIPM).
Ryan Dunfield
Managing Principal, CEO
SAF Group
Mr. Dunfield is the Chief Executive Officer and Managing Principal of the SAF Group. He is responsible for the overall strategic mission of the business as well as capital raising and investment management, playing an active role with major transactions and realizations.
Sam Mitter, MBA
Co-Portfolio Manager
AGF Investments Inc.
Sam Mitter is the Co-Portfolio Manager for AGF U.S. Small-Mid Cap Fund and the associated Separately Managed Account (SMA) and Institutional AGF U.S. Small-Mid Cap Growth Equity strategy. In this role, he is responsible for assessing appropriate portfolio positioning and screening the universe of eligible stocks to identify purchase candidates. He also works closely with the research team to identify investment opportunities and monitors the fundamentals of existing holdings. He joined AGF in 2014 and has been working with Portfolio Manager Tony Genua on his mandates since 2016. Sam is also Associate Portfolio Manager on the AGF Global Select and AGF American Growth fund mandates and has gained experience as a member of the AGF Equity Research Team covering the Information Technology sector.
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.
Special Feature
Steve Bonnyman, MBA, CFA®
Co-Head, Equity Research and Portfolio Manager
AGF Investments Inc.
Stephen Bonnyman is Co-Head Equity Research and Portfolio Manager of AGF’s Global Real Asset portfolios. Working closely with the AGF research teams, Steve focuses on identifying companies with advantaged business models, solid balance sheets, favourable cost structures, attractive valuations or unrecognized growth. Steve is a member of the AGF Asset Allocation Committee (AAC), which is comprised of senior portfolio managers who are responsible for various regions and asset classes. The AAC meets regularly to discuss, analyze and assess the macro-economic environment and capital markets in order to determine optimal asset allocation recommendations.
Stephen Duench, CFA®
Vice-President and Portfolio Manager
AGF Investments Inc.
As Vice-President and Portfolio Manager, Stephen Duench is a key contributor to AGF’s quantitative investment platform, AGFiQ. AGFiQ’s team approach is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns.
Stephen Way, CFA®
Senior Vice-President and Head of Global and Emerging Markets Equities
AGF Investments Inc.
Steve Way leads AGF’s global equity team in Toronto, while maintaining portfolio management responsibilities for global equity mandates. As the architect of the Economic Value Added (EVA)-based investment process used for these industry-leading mandates, he is supported by a team that uses its collective experience to locate opportunities unrecognized by the market. Steve is a member of The Office of the CIO – a structure within AGF’s Investment Management team. This leadership structure encourages and further embeds collaboration and active accountability across the Investment Management team and the broader organization. He is also a member of the AGF Asset Allocation Committee (AAC), which consists of senior portfolio managers who are responsible for various regions and asset classes. The AAC meets regularly to discuss, analyze and assess the macro-economic environment and capital markets in order to determine optimal asset allocation recommendations.
The editor's desk
Tom Nakamura, CFA®
Vice-President and Portfolio Manager, Currency Strategy and Co-Head of Fixed Income
AGF Investments Inc.
With more than 15 years of experience managing a wide array of fixed-income portfolios, Tom is a key contributor to the team's analysis of the global macroeconomic landscape, with specific emphasis on currencies. He is responsible for developing currency strategy and providing counsel on the implications of currency moves on fixed income. He also serves as co-Portfolio Manager of AGF Total Return Bond Fund.
Tony Genua
Senior Vice-President and Portfolio Manager
AGF Investments Inc.
Tony Genua has been Portfolio Manager of AGF's U.S. growth strategies since he joined the firm in 2005. Throughout his career in portfolio management, Tony has remained committed to his proven investment strategy that identifies leading growth companies in every cycle. Tony is also a member of the AGF Asset Allocation Committee (AAC), which is comprised of senior portfolio managers who are responsible for various regions and asset classes. The AAC meets regularly to discuss, analyze and assess the macro-economic environment and capital markets in order to determine optimal asset allocation recommendations.
Tristan Sones, CFA®
Vice-President and Portfolio Manager, Co-Head of Fixed Income
AGF Investments Inc.
With more than two decades of experience managing a wide array of fixed income portfolios, Tristan is a leader in AGF's Fixed Income Team's analysis of the global macroeconomic landscape, with specific emphasis on global sovereign debt, including hard and local currency emerging market debt.
Vishal Banè, M.SC., CA (India), CFA
Associate Portfolio Manager
AGF Investments Inc.
Vishal Banè is an Associate Portfolio Manager focusing on AGF’s sustainable investing strategy. Vishal brings a strong background in conducting Environmental, Social and Governance (ESG) analysis through his prior experience of working in ESG Research at MSCI Inc. As such he also helps in evaluating the ESG risks and opportunities for the fund's strategy.
Wai Tong, MBA, P.Eng., CFA
Equity Analyst
AGF Investments Inc.
Wai Tong is responsible for investment research focused on the North American Telecommunication Services and Industrials sectors. Since joining AGF in 2006, Wai has been working closely with the North American portfolio management team, contributing both top-down and bottom-up equity analysis. His contribution to the generation of ideas for the portfolios includes financial modeling and meetings with the management of companies considered for the portfolios.