Meet the Portico Investment Management team

Portico’s fixed income investment professionals have the experience and expertise to integrate fundamental, quantitative and technical analysis to add value to a portfolio while managing risk. Our fixed income credit analysts offer in-depth and proprietary research –available only to Portico’s portfolio managers. The expertise of our fixed income team allow us to offer a broad range of fixed income mandates across the spectrum of maturity and credit risk sectors. The team has an average of over 15 years of industry experience.

Our team includes:

Dale Haynes, Vice-President, Fixed Income

As Vice-President, Fixed Income for GLC Asset Management Group Ltd., Dale Haynes shares leadership responsibility for GLC’s Portico Investment Management division. This includes the oversight of more than $17 billion* of fixed income assets under management within bond, balanced, mortgage and money market mandates. As lead manager for the Core Bond mandate Dale heads up the portfolio management of the largest Canadian bond segregated fund in Canada.**

Dale has more than 20 years investment experience, including direct portfolio management responsibilities for both active and passive fixed income strategies. Dale's long tenure with GLC also includes significant corporate credit analysis and a position as lead portfolio manager for the largest mortgage segregated fund in Canada.

Dale holds the Chartered Investment Manager (CIM) designation as well as an Honours Bachelor of Business Administration degree in Finance from Brock University.

*Source: GLC, Dec 31, 2016

**Source: London Life Core Bond Fund, Morningstar, Dec 31, 2016

Janet Salter, Vice-President, Fixed Income

As Vice-President, Fixed Income for GLC Asset Management Group Ltd., Janet Salter shares leadership responsibility for GLC’s Portico Investment Management division. This includes the oversight of more than $17 billion* of fixed income assets under management. Janet is the lead manager for the Canadian Bond mandate and Core Plus Bond mandate, and oversees some of Portico's sector-focused and specialized fixed income portfolios. She is also a member of the GLC Asset Mix Committee.

With more than 20 years investment experience, Janet has broad portfolio management expertise in both active and passive fixed income strategies, including customized mandates for pension plans and financial institutions. Janet's long tenure with GLC includes portfolio management of both core and specialty fixed income mandates.

Janet is a CFA charterholder and holds an Honours Bachelor of Mathematics from the University of Waterloo.

*Source: GLC, Dec 31, 2016

Ian Whiteside, Vice-President, Fixed Income

As Vice-President, Fixed Income for GLC Asset Management Group Ltd., Ian Whiteside is the lead manager of the corporate bond mandates for GLC’s Portico Investment Management division. Prior to assuming management of the corporate bond mandates, Ian provided fundamental credit analysis to Portico’s portfolio managers on investment grade and non-investment grade corporate bond issuers. He has been Portico’s lead credit analyst for high-yield credit research, and was instrumental in building out GLC’s credit capabilities in the Canadian high-yield corporate bond market.

Ian previously worked for CIBC Commercial Banking in its Leveraged Finance group, where he assisted with financing diversified middle market companies operating in a wide range of industries. His activities included client-relationship management, and the origination, underwriting, and syndication of senior and mezzanine debt to finance event-based transactions such as material capital expenditures, acquisitions and leveraged buy-outs.

Ian is a CFA charterholder and holds an International MBA degree from York University and a Bachelor of Applied Science (Geological Engineering) degree from the University of Waterloo.

Natalie Laden, Manager, Fixed Income

As Manager, Fixed Income for GLC Asset Management Group Ltd., Natalie Laden is responsible for a number of specialty fixed income mandates within GLC’s Portico Investment Management division, including the long term, ultra-long term and socially responsible bond mandates.

Natalie's experience covers a broad range of the Canadian fixed income landscape, having had key responsibilities for strategy formulation, fundamental and technical analysis, and security selection of core Canadian bond, mortgage, money market, focused and specialty bond mandates. Prior to the creation of Portico Investment Management, Natalie also held a key role in cash management administration for the GWL Investment Management team.

Natalie has over three decades of industry experience and holds the Chartered Investment Manager (CIM®) designation.

Jenny Wan, Manager, Fixed Income

As Manager, Fixed Income for GLC Asset Management Group Ltd., Jenny Wan is lead manager for the Short Term Bond mandate and assists in the management the Core Plus Bond and Canadian Bond mandates for GLC’s Portico Investment Management division. This includes responsibilities for strategy formulation, bond analysis, security selection and trading.

In 2010, Jenny focused on fixed income portfolio management and analytical responsibilities on the Portico team and prior to that, Jenny provided operational support for fixed income portfolios and trading support to the Laketon equity team for six years.

Jenny earned a Bachelor of Arts degree in economics from the University of Waterloo and a Chartered Investment Manager (CIM®) designation.

Alexa Richardson, Associate Manager, Fixed Income

As Associate Manager, Fixed Income for GLC Asset Management Group Ltd., Alexa Richardson’s responsibilities include lead portfolio management responsibilities for Portico Investment Management’s income-focused mandates, Real Return Bond mandates and the fixed-income components of a number of GLC’s balanced mandates. Alexa’s broad fixed income experience in the management of the core Canadian bond portfolios, money market mandates, fixed-income strategy formulation, bond analysis, security selection and trading allows her to also assist in the management of Portico’s core bond and passive fixed income mandates.

Alexa focused on fixed income analysis and management for the company in 2009 after completing two-years of asset management training rotations as part of Great-West Life’s Portfolio Management Training program.

Alexa is a CFA charterholder and a CAIA charterholder. She holds an Honours Bachelor of Commerce degree (Finance and Human Resources) from the University of Manitoba.

Jason Goddard, Associate Manager, Fixed Income

As Associate Manager, Fixed Income for GLC Asset Management Group Ltd., Jason is the lead portfolio manager of the Government Bond mandate and co-lead portfolio manager of the Mid-term Bond mandate for GLC’s Portico Investment Management division. Jason also assists in the portfolio management of the Core Plus Bond mandate, including responsibilities for portfolio strategy formulation, bond analysis, security selection and trading.

Jason joined the Portico team in 2013, bringing with him prior experience as a hedge fund fixed income analyst for one of Canada’s pre-eminent wealth management firms, and as an equity derivatives analyst for large Canadian banks.

Jason holds an MBA degree in Finance from Wilfrid Laurier University and a Bachelor of Science in Mechanical Engineering from Queen’s University.

Kevin Reznik, Analyst, Fixed Income

Emily Vanneste, Analyst, Fixed Income


Research

Tracy Yan, Manager, Fixed Income

As Manager, Fixed Income-Credit Research for GLC Asset Management Group Ltd., Tracy Yan provides fundamental credit analysis to GLC’s Portico Investment Management division on global investment grade and non-investment grade bond issuers.

Bringing over 8 years of industry experience, Tracy’s credit analysis covers a broad spectrum of investment grade and non-investment grade fixed income, including in-depth credit analysis within the diversified industries, healthcare, hotel & gaming, and structured finance sectors. Tracy’s previous experience includes applying her analytical, financial and credit analysis skills in the US and Canadian Corporate Banking division at one of Canada’s large banks, for both investment grade and non-investment grade borrowers as well as working as a Senior Financial Analyst at for one of Canada’s largest credit rating agencies (DBRS Ltd).

Tracy holds an Honours B.A. in Economics with a specialization in Finance from the University of Waterloo, as well as an Honours B.A. in English and Translation from the Capital Normal University in Beijing, China.

Siek Djoe, Senior Quantitative Analyst, Fixed Income

As Senior Quantitative Analyst, Fixed Income for GLC Asset Management Group Ltd.’s Portico Investment Management division, Siek Djoe develops, implements and supports proprietary quantitative, analytical and portfolio management tools for Portico’s fixed income team.

Prior to joining the Portico team in 2005, Joe was a business systems analyst at Manulife Financial and Deutsche Morgan Grenfell Indonesia, PT.

Joe is a CFA charterholder and holds a Certificate in Quantitative Finance (CQF). He earned a Master of Business Administration degree from Monash University in Victoria, Australia and a Bachelor of Science (with distinction) from Iowa State University.

Josh B. Palamattam, Analyst, Fixed Income