David Rudd

Director

Sigma Sandbox Limited

Dave’s career in the investment and derivative industry began with Merrill Lynch in 1980. He initially worked as an analyst at a Canadian Pension consulting firm before moving to Merrill Lynch. Subsequently, he went on to roles as Vice President of Dean Witter, and then Senior Vice President of Refco Futures Canada. In that role he developed technology and analytics to provide listed derivatives exposure to major financial institutions. He was also Chair of the Montreal Exchange Futures Committee and was on the Board of the Toronto Futures Exchange, now part of the TMX Group.

He was involved in early discussions surrounding the deregulation of electrical power in Ontario and was an early advocate for public price discovery via a Futures mechanism. He testified to the MacDonald Commission and co-wrote the Canadian Securities Institute text on Energy Risk and Trading.

In the late 1990s he commissioned a study on allocation methodologies to assist institutions in the selection of hedge fund investments. This study, conducted by Prof. Seco of the University of Toronto led to the formation of Sigma Analysis & Management, a research and management firm.

In 2019, David began funding and development of Sandbox, which is an interactive, highly visual portfolio construction and query application that helps global investors determine true alpha and to examine alternative approaches. The Sandbox application features a significant amount of complementary hedge fund data.

Michael White

Portfolio Manager, Multi-Asset Strategies

Picton Mahoney Asset Management

Mike is responsible for Picton Mahoney Asset Management’s multi-asset strategies. Mike’s previous investment work experience includes AGF Investments where he was lead portfolio manager of their asset allocation mandates. Active in the industry since 1996, Mike has had many roles, including director of institutional equity sales at Scotia Capital, lead manager of the Scotia Canadian Small Cap Fund at Scotia Cassels Investment Counsel, and co-chair of the CIO Compliance Committee, as well as portfolio manager for the small-cap, mid-cap and ethical categories at StrategicNova Funds Management. Mike is a CFA charterholder and has a B.A. in history (with finance and economics) from Western University.

Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Among the most highly prized awards of excellence in the Canadian financial world, the Wealth Professional Awards are designed to recognize leaders in the wealth management industry and honour their contributions and outstanding achievements in Canada’s financial industry.

Against this backdrop, in addition to taking home the top award of Global Advisor of the Year in 2016, 2017 and 2019, Francis took home the award for the Discretionary Portfolio Manager of the Year for 2018. In 2020, Francis won the Silver Award for Advisor of the Year – Alternative Investments.

Michael Sager

Vice-President – MULTI-Asset & Currency Management

CIBC Asset Management

Michael Sager is a member of the CIBC Client Portfolio Manager team. Dr Sager partners with all CIBC distribution channels to deliver targeted thought leadership, education, and investment advice and perspective to clients and consultants.

Prior to joining CIBC Asset Management in 2018, Dr. Sager was an Asset Allocation Consultant at Alignvest Investment Management. Previously, he was a Senior Portfolio Manager at the Canadian Pension Plan Investment Board, a Fixed Income Currency Strategist at Wellington Management, Head of Currency Research at JP Morgan Asset Management and Putnam Investments, and an economist at the European Central Bank and the Bank of England.

Dr. Sager earned a Ph.D. in Economics from the University of Warwick and a Master of Science degree (with distinction) in Economics from the University of London.