Isidora joined the award-winning Power US and Global Growth team in 2011 as an analyst working closely with Noah Blackstein on US portfolios and equity research.
Prior to the Power team, Isidora was a research associate with the Private Client Research group at DundeeWealth (currently known as HollisWealth). Her responsibilities included covering the senior capital structure shares market and writing daily and monthly broad market research reports. Isidora received her Bachelor of Commerce from McGill University with a major in finance and a concentration in global strategy. She is also a CFA charterholder.
Leanne Caravaggio joined Dynamic in 2010 and is as an investment analyst for the Dynamic Value Team. Leanne's career as an analyst began with the Insurance Bureau of Canada in 2004 where she was a research associate focused on property and casualty insurance and Canadian financial institutions. She added to her experience in research covering global derivatives at TD Securities and later as an equity research associate focused on industrials at BMO Capital Markets.
Leanne holds an MBA degree in finance and strategic management from the Schulich School of Business at York University and she was awarded the CFA designation in 2006.
Tim joined Dynamic in 2012 as an investment analyst on the Dynamic Value team working closely with Cecilia Mo and focuses on the technology and telecom sectors.
Prior to joining 1832 Asset Management L.P. , Tim spent eight years in various analytical and advisory roles in the financial services and consumer products industries, before initially joining Dynamic as a summer associate in 2010 focusing on the precious metals and real estate sectors.
Tim earned his MBA in investment management from the John Molson School of Business (Goodman Institute of Investment Management) at Concordia University and he also holds a Bachelor of Science Honours degree in Statistics, Actuarial Science from Queen’s University. Tim is currently pursuing the CFA designation.
Dunstan Chung joined Dynamic in 1996 and has 21 years of industry experience. He began his career with Dynamic in the client administration department before becoming an equity trader in 2001. Two years later he joined the award-winning Equity Income team providing invaluable support as a technical and quantitative analyst. Prior to joining Dynamic, Dunstan spent 2 years at Sumitomo Bank in Hong Kong where he was an interest rate and currency swaps trader.
Dunstan has a Bachelor of Arts in Management Information Systems from Eastern Washington University in the U.S.
Anouck joined the award-winning Power US and Global Growth team in 2011 as an analyst working closely with Noah Blackstein on global portfolios and equity research.
Anouck began her career in 2005 at Bank of Montreal, and later worked for Cirque du Soleil prior to joining Dynamic as a summer intern in 2010. Anouck has studied international law and completed studies in Spanish, German, and Italian. She has a B.Comm with Honours, majoring in Finance, from the John Molson School of Business and is a Calvin Potter Fellow from the Kenneth Woods Portfolio Management Program. She is also a CFA Candidate.
Dora Gamaoun joined the Dynamic corporate credit team as a portfolio analyst in the spring of 2013. Prior to joining Dynamic, Dora was a risk management analyst with KPMG, performing valuations of listed and over-the-counter derivatives as well as performing risk management on an advisory basis. She is fluent in three languages (French, English and Arabic) whose previous experience also includes market and financial analysis working in India and Tunisia.
Amy joined Dynamic in 2007 as an investment analyst assisting Rohit Sehgal on the Dynamic Power team. Prior to joining 1832 Asset Management , Amy began her career at a global management consulting firm in 2000 working within the Strategy and Business Architecture group. Amy joined the equity research team at CIBC World Markets in 2003 and was responsible for names in the cable, telecom and media sectors.
Amy holds an MBA from McMaster University, Hamilton, Canada, as well as a BScH from Queen's University, Kingston, Canada. She earned the CFA designation in 2006.
Tina joined Dynamic in 2011 as an investment analyst assisting the Dynamic Power team. Prior to joining 1832 Asset Management L.P. , Tina was a senior investment analyst at Manulife Asset Management. Tina joined Manulife in 2003 and held a number of progressively senior roles at the firm. Tina has spent the past eight years in the investment industry and has experience in both fundamental and quantitative analysis.
Tina holds a Bachelor of Commerce from University of Toronto, Toronto and earned the CFA designation in 2006.
Andy joined Dynamic in 2013 as an investment analyst on the Dynamic Blue Chip team working closely with Adam Donsky and Izet Elmazi.
Prior to joining 1832 Asset Management L.P. , Andy was an analyst at Sentry Investments on the Equity Income team covering North American equities after joining the company in 2011. Andy began his career in 2009 working as an analyst during three University co-op terms at Gluskin Sheff & Associates. He earned his BBA from Wilfrid Laurier University where he worked on the Laurier Alumni Growth Fund. He is currently pursuing the Chartered Financial Analyst designation.
Frank joined Dynamic in 2011 as an analyst and member of the award-winning Equity Income team working closely with Jason Gibbs. Prior to joining Dynamic Frank spent 7 years as an analyst with Scotia Asset Management and 3 years in the same role with UBS Warburg. While at Scotia he performed fundamental analysis on North American securities in the financial services sector and to a lesser extent on energy and utilities. At UBS he provided equity research coverage of the Canadian insurance and asset management industries as part of the global financial services team. Frank also spent a year at Manulife Financial Corporation as a member of the mergers and acquisition team. He began his career at Deloitte and Touche working as an accountant for 4 years before moving to their corporate finance division for the next 3 years, where he performed business and property valuations on companies in a number of industries.
Frank received a Bachelor of Commerce Degree from Queen's University. He also holds the Chartered Accountant, Chartered Business Valuator and Chartered Financial Analyst designations.
Yvonne Lau joined Dynamic in 2013 as an investment analyst for the Dynamic Value Team working closely with Cecilia Mo. Yvonne began her career in London, England where she was an investment banking analyst in the Corporate Finance and M&A Advisory division of HSBC for several years. In 2004 she joined BMO Nesbitt Burns as an Equity Research Associate focusing on the steel and railway sectors before moving on to Signature Global Advisors (part of CI Investments) as a Senior Investment Analyst in 2006. While at Signature she served as a global sector specialist covering industrial products and transportation. She was also relocated to Hong Kong to establish the firm's HK operation.
Yvonne holds a Bachelor of Commerce degree with Honours from Queens University and she was awarded the CFA designation in 2006.
Alexandre Mathieu is a member of Dynamic’s corporate credit team specializing in quantitative analysis on fixed income investments
Alexandre’s 10 years of industry experience includes quantitative and portfolio management responsibilities at a major Canadian financial investment management firm as well as risk management advisory responsibilities at the Caisse de Dépôt et Placement du Québec. He has extensive knowledge of fixed income derivatives. His previous experience also included asset/liability management at Laurentian Bank.
Alexandre holds a Bachelor’s degree in Finance from the Hautes Études Commerciales (HEC) Montréal University and a Master’s degree in Financial Engineering/Portfolio Management from the University of Québec à Montréal (UQAM). Alexandre is a FRM (Financial Risk Manager) charterholder.
Peter joined Dynamic in 2013 as a Portfolio Analyst bringing extensive industry experience to David Fingold's team assisting both David and Don Simpson on their various funds.
Prior to joining 1832 Asset Management L.P. , Peter spent fifteen years at UBS Securities in various analytical roles and earned number one analyst rankings in: industrial products, aerospace, and transportation. During his time at the firm, Peter was a Financials Institutions equity analyst as well as head of Industrial and Consumer Product Research, and was a member and alternate head of their Internal Review Committee. He held the titles of Executive Director and Vice-President, Equity Research. Prior to joining UBS, Peter was a Vice-President and Special Situations Analyst at TD Bank and TD Securities after being promoted to a number of roles with increasing responsibility. During his time at TD, Peter was also a Manager in the Corporate and Investment Banking Group, and Manager Commercial Credit.
Peter earned his Bachelor of Commerce, Finance from Concordia University.
Stephan joined Dynamic in 2012 as an investment analyst working closely with Alex Lane on the Dynamic Power team. Prior to joining Dynamic, Stephan worked with Manitou Investment Management, a private wealth management firm located in Toronto, where he was the lead analyst on the firm's Canadian Equity fund. Stephan's professional experience also includes five years of mergers & acquisitions and securities underwriting investment banking experience with CIBC World Markets and JPMorgan in New York and Toronto, respectively.
Stephan received his MBA from London Business School (London, UK) in 2009 where he graduated with Distinction, as well as his Bachelor of Commerce degree from Queen's University (Kingston, Ontario) in 2002 where he graduated with First Class Honours. He also holds the CFA designation.
Sehr joined Dynamic in 2011 as an analyst and member of the award-winning Equity Income team. She is based in Calgary where she works closely with Jennifer Stevenson on identifying opportunities in the energy sector. Prior to joining Dynamic she spent 6 years as an analyst with Qwest Investment Fund Management where she performed fundamental analysis on securities in the energy sector and to a lesser extent the mining sector and before that with Humboldt Capital Corporation assessing equities in the base metals and precious metals space.
Sehr has a Bachelor of Science Degree in Business Administration from Drake University in the US.
Vim Thasan joined Dynamic in 2004 and since then has held a variety of roles with escalating levels of responsibility. He started his career at Dynamic in product management where he focused on fund analysis. He then became head of Product Analytics, a group he was instrumental in creating. This was followed by a promotion to the role of Director of Corporate Intelligence and Analytics within the corporate accounting department. In 2008, Vim became a portfolio analyst focusing on global equities for the Dynamic Blue Chip team. In late 2012, he joined the award-winning Equity Income team where he specializes in providing analysis on the industrials and technology sectors. Vim has 13 years of industry experience and prior to joining Dynamic spent 2 years with B2B Trust and 2 years with RBC Dexia.
Vim holds an MBA degree in Strategy & Finance from the Schulich School of Business at York University and was awarded the CFA designation in 2007.
Rohan joined Dynamic in 2013 as a Portfolio Analyst and is part of the Dynamic Fixed Income team, led by award-winning portfolio manager Michael McHugh that manages more than $8 billion in assets.
Over the last 9 years, Rohan has worked in various capacities in the financial industry, including roles as Manager of Corporate Finance and Senior Financial Analyst at some of Canada’s top leading institutions. Prior to joining Dynamic, he was a Credit Research Associate at RBC Capital Markets where he focused on investment-grade credit research and evaluation of corporate credits. Rohan holds the Chartered Financial Analyst designation and is also a Chartered Accountancy Charterholder.
Nawojka joined Dynamic in 2013 as an investment analyst working with Robert Cohen on the precious metals and resource sectors.
Prior to joining Dynamic, Nawojka has spent over 10 years on the sell-side covering North American precious and base metal companies at several major investment firms including HSBC Securities, BMO Capital Markets and Genuity Capital Markets. Her strong analytical experience is complemented by her recent role as VP of Investor Relations at an international mining company.
Nawojka has a Master’s of Science degree in Geology from the University of Toronto.