I am a seasoned portfolio manager, specializing in multi-asset / multi-strategy mandates. I believe an over-arching focus on portfolio construction and risk management is critical in delivering desirable portfolio outcomes. I possess deep experience in several facets of the investment management industry as well as having enjoyed success in institutional equity sales, which has provided a unique perspective on capital markets and the competitive landscape for asset managers. I pride myself for persuasive, high integrity communication which garners results. I enjoy mentoring / coaching and active pursuits such as snowboarding, mountain biking and travel.
The economic cycle is good, growth is there, monetary policy is swinging from easing to tightening, and the world is starting to feel normal again in a lot of ways, but at some point some of these macro risks are going to cause a flare up.