Contributors

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.

Kevin has more than 40 years of investment management experience, with extensive expertise in retail and institutional asset management, direct portfolio management, and more than a decade of combined experience as CIO for two major U.S. financial services firms. He previously served as President and CIO of PNC Capital Advisors, LLC, a division of PNC Financial Services Group, one of the largest diversified financial services organizations in the United States. In this role, he was responsible for leading the firm’s institutional business and overseeing more than $58 billion in AUM. Kevin began his career in 1982 at J.P. Morgan where he held progressively senior positions, ultimately becoming a U.S. large-cap equity manager. He went on to join Brown Investment Advisory where he served as Partner and Senior Portfolio Manager. His experience includes a focus on portfolio construction and enhancing investment processes as well as managing asset allocation and alternative strategies for clients.

Kevin is Co-Chair of the Canadian Chamber of Commerce’s Council for Women’s Advocacy. The Council is a by-business, for-business advocacy group that focuses on women business leaders, entrepreneurs and employees from across Canada to bring the voice and perspectives of women to national business policies helping to advance the gender equality agenda. He earned an MBA in Finance from the Wharton Graduate School of Business and holds the Chartered Financial Analyst designation.

Andy Kochar is a principal member of AGF Investments’ 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.

He previously served as Associate Portfolio Manager for AGF Investments' credit-oriented portfolios from 2013 to 2018. Prior to that, for more than five years, Andy served as Investment Analyst, Credit Research at Acuity Investment Management, which was acquired by AGF Management Limited in 2011.

Andy earned a B.A. in Economics (Cum Laude) from York University and he is a CFA® charterholder.

Auritro Kundu serves as a portfolio manager of AGF Investments' U.S., Global and Canadian Growth Equity strategies. A staunch believer that innovation can be found in every industry, his investment philosophy is rooted in identifying innovative companies who boast strong earnings growth, free cash flow and return on equity.

Auritro joined AGF Investments in 2015 and previously served as an Analyst responsible for fundamental research and analysis of the Information Technology and Consumer Discretionary sectors. Prior to joining AGF Investments, he was an Equity Research Associate Analyst at National Bank Financial, where he was responsible for coverage of Canadian Information Technology equipment companies. Prior to that, he worked at Rogers Communications in corporate development and at Research in Motion in product management.

Auritro has a Bachelor of Applied Science degree in Electrical Engineering from the University of Toronto and earned an MBA from the Rotman School of Management at the University of Toronto.

David Stonehouse oversees AGF Investments’ North American and Specialty Investments teams while maintaining direct portfolio management responsibilities for his current mandates.

With nearly three decades of experience managing both fixed income and balanced mandates, David employs a rigorous and disciplined investment process combining a top-down approach to duration and asset allocation with a bottom-up approach to security selection. David is a member of The Office of the CIO – a structure within the Investment Management team at AGF Investments. This leadership structure encourages and further embeds collaboration and active accountability across the Investment Management team and the broader organization.

David received a B.Sc. in Applied Science from Queen’s University, an MBA in Finance and Accounting from McMaster University and is a CFA® charterholder.

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.

He brings a unique perspective to AGF with more than four decades of experience analyzing policy and politics providing regular commentary and insight into Washington for financial services and investment management clients globally, including specialized coverage of the Federal Reserve, economic policy and politics. Greg began partnering with AGF in 2017 advising investment management teams on policy and the impact on global markets, providing daily market commentary for financial advisors and participating in numerous client events and roadshows.

Greg has more than 40 years of experience following Washington issues for institutional and retail investors. He is widely quoted in U.S. media and specializes in coverage of the Federal Reserve, tax and spending issues, and politics. Greg is based in Washington, D.C.

Jean-Sébastien Nadeau serves as a Portfolio Manager on the AGF Investments Fixed Income Team. His main focus is to support the management of the AGF Fixed Income Plus Fund and the AGF Global Corporate Bond Fund through fundamental and credit research as well as portfolio construction.

Prior to joining AGF Investments, Jean-Sébastien was a lead analyst at the Bank of Canada where he gained valuable insight into how monetary policy is developed and implemented in Canada. He started his career in the Corporate Fixed Income Team of Caisse de Depot et placement du Quebec.

Jean-Sébastien earned a BBA (major in Finance) and an MBA (Finance) from Université Laval. He holds a Financial Risk Manager (FRM) designation and is a CFA® charterholder.

Martin Grosskopf manages AGF Investments’ sustainable investing strategies and provides input on sustainability and environmental, social and governance (ESG) issues across the firm’s 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.

Martin has more than 30 years of experience in financial and environmental analysis. He previously served as Director, Sustainability Research and Portfolio Manager with Acuity Investment Management Inc., which was acquired by AGF Management Limited in 2011. Before joining the financial industry, Martin worked in a diverse range of industries in the areas of environmental management, assessment and mitigation. He was a project manager with CSA International from 1997 to 2000 and, prior to that, served as an environmental scientist with Acres International Limited.

In 2023 Martin was a recipient of the Canada Clean16 Award for his work furthering sustainability in the financial sector. Martin obtained a B.A. from the University of Toronto and an MES from York University, and earned an MBA from the Schulich School of Business.

Mike Archibald serves as a portfolio manager of AGF Investments' U.S., Global and 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.

Mike joined AGF Investments as an Associate Portfolio Manager in 2015, focusing on research, analysis and selection of North American equities. Before joining AGF Investments, Mike was a Portfolio Manager with Aurion Capital Management Inc. where he was responsible for research, security selection and portfolio management of equity investments for pension plan clients. Prior to that, he was with Computerized Portfolio Management Services (CPMS), an equity research firm providing fundamental and quantitative investment data to institutional and retail money managers.

Mike holds an Honours Bachelor of Business Administration degree from Wilfrid Laurier University and is also a CFA®, CMT and CAIA charterholder.

Regina Chi has lead responsibility for AGF Investments’ 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 Investments 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, Equity and Inclusion Committee, which develops, creates organizational awareness around and promotes DEI best practices across the firm.

Regina brings more than 25 years of international equity experience to this role. Prior to joining AGF Investments, Regina was a partner at a boutique U.S. investment firm, where she served as portfolio manager for the Emerging Markets and International Value disciplines. She was also head of portfolio management and research as they related to Emerging Markets, Global, International and International Small Cap strategies. Prior to this role, she held senior investment management roles at several large and boutique investment firms in the U.S.

Regina is a CFA® charterholder. She received her Bachelor of Arts in Economics and Philosophy from Columbia University. She is also a member of 100 Women in Finance, an organization working to strengthen the global finance industry by empowering women to achieve their professional potential at each career stage.

Russell Han is responsible for conducting research to enhance the performance and risk management of the firm’s quantitative investment strategies. He is an investment actuary with theoretical and practical expertise in quantitative asset management, machine-learning techniques, econometrics and quantitative finance.

Russell began his career with AGF Investments as part the Highstreet* Investment Management Team. Prior to joining the firm, he worked at major Canadian banks in progressively more senior roles, including model validation and enterprise stress testing.

Russell holds a Ph.D. in Actuarial Science from the University of Waterloo, an M.Sc. in Mathematics from Concordia University and a B.Sc. in Applied Mathematics, Hebei University of Technology.

Richard Fisher is responsible for fundamental research of Financials (Global banks) and the Transport and Transportation Infrastructure sub-sectors. He works closely with AGF’s portfolio managers, providing qualitative and quantitative analysis and recommendations. His support of the team includes company visits and the documentation of research results.

Prior to joining the Equity Analyst team, Richard held several positions within the retail sales division of AGF. Most recently he was Regional Vice-President, having steadily assumed more responsibility since joining AGF in 1996.

Richard earned a B.A. (Honours) from York University and an M.A. in Economics from the University of Waterloo.

Richard McGrath is Executive Director and Head of Investments at AGF International Advisors (AGFIA). He serves as a senior advisor across the firm's mandates, with primary responsibility for European equity research.

Richard joined AGFIA in 1996 as an analyst. He has spent time in Singapore and Toronto and was made a portfolio advisor in 2006. Recruited directly from university, he is a successful example of the professional development program at AGFIA.

Richard holds a Bachelor of Business Studies and a Masters in Investment and Treasury from Dublin City University and has the CFA® designation.

As part of the Currency Strategy and Management Team, Sherry is focused on analytical support of research, trading and portfolio monitoring. She is also responsible for assisting in the development of new tools, models and reports to aid in currency management and strategy. Additionally, she actively supports the Fixed Income Team’s money market activities.

Before taking on this role, Sherry worked in Investment Operations at AGF Investments, developing and maintaining portfolio management workflows, valuations models and reconciliation models.. Prior to joining the firm, she gained experience working as an analyst in ETF operations and client services.

Sherry holds an MBA in Investment Management from Concordia University, a Bachelor of Mathematical Economics from the University of Waterloo and a Bachelors Degree in Finance from Beijing Jiaotong University. She is also a CFA® charterholder.

Stephen Bonnyman is Head of 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.

He joined AGF in 2013 with more than 20 years of buy- and sell-side experience covering the global materials industry, including five years of institutional money management. Prior to joining AGF, Steve was Managing Director and Mining Analyst at a major financial institution, responsible for global company research coverage and equity market analysis. Prior to that, he was an analyst and portfolio manager at two leading asset management firms.

Steve has a B.Sc. in Geology from McMaster University and an MBA from Dalhousie University. He is a CFA® charterholder.

As Vice-President and Portfolio Manager, Stephen Duench is a key contributor to AGF’s quantitative investment platform. AGF’s Quantitative Investing team is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns. Stephen is the lead Portfolio Manager of the AGF Canadian Dividend Income Fund and AGF North American Dividend Income Fund and is central to the creation and support of AGF’s portfolio management tools, analysis and applications across both Canadian and global mandates.

He began his career with AGF as part of the Highstreet† Investment Management team, involved in the management of both public equity and fixed income institutional and high-net worth portfolios. Stephen now serves as co-head of Highstreet Private Client, leading the firm’s strategy around investment management and allocation across multiple asset classes.

Stephen earned an Honours degree in Financial Mathematics from Wilfrid Laurier University and is a CFA® charterholder.

Steve Way leads portfolio management responsibilities for global equity and global dividend mandates at AGF Investments. 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 the Investment Management team at AGF Investments. 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 Investments 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.

Steve’s industry experience began when he joined AGF Investments in 1987. In 1991, he established AGF Management Limited’s wholly owned subsidiary AGF International Advisors Company Limited in Dublin, Ireland and ran the operations as Managing Director until 1994.

Steve holds a B.A. in Administrative and Commercial Studies from the University of Western Ontario. He is a CFA® charterholder and a member of CFA® Society Toronto.

As Co-Head of Fixed Income, Tom brings more than 15 years of experience managing a wide array of portfolios and 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 for the firm.

He also serves as a portfolio manager of AGF Total Return Bond Fund/Class, AGF Emerging Markets Bond Fund and AGF Global Opportunities Bond ETF, and has served on the AGF Investments Asset Allocation Committee since 2016.

Tom earned a Bachelor of Commerce from the University of Toronto. He is a CFA® charterholder and a member of CFA® Society Toronto.

With nearly three decades of experience managing a wide array of fixed income portfolios, Tristan co-leads the AGF Investments Fixed Income Team and helps navigate the global macroeconomic landscape with specific emphasis on global sovereign debt, especially hard and local currency emerging market debt.

Tristan serves as co-lead portfolio manager of AGF Investments’ Global fixed income mandates – AGF Total Return Bond Fund/Class, AGF Emerging Markets Bond Fund and AGF Global Opportunities Bond ETF. He is also a co-lead portfolio manager on the AGF Strategic Income Fund.

Tristan earned an Honours B.A. in Mathematics from the University of Waterloo. He is a CFA® charterholder and a member of CFA® Society Toronto.