Everyone wants a panacea during a market rout, and Q1 2020 was not exception. ‘Everyone’ knew that the 10+ year bull market in virtually every asset class had to come to an end and certainly some did well or did not drop as much as others in the market rout. This panel highlights a few of those performers which have been selected not only because of the near-term results but also have characteristics that make them valuable additions to investor portfolios any day of the week.
Dial-in details will be sent once registration is complete
CAASA’S Virtual PlatformChief Investment Officer, Head of AGFiQ Alternative Strategies
AGF Investments
President & CEO
Horizons ETFs
CEO & CIO
Northland Wealth
Director of Investment Solutions
Aspect Capital
Chief Investment Officer, Head of AGFiQ Alternative Strategies
AGF Investments
Bill DeRoche is Chief Investment Officer, AGF Investments LLC (formerly FFCM LLC)1, and Head of AGFiQ Alternative Strategies. Bill is co-founder of AGF Investments LLC, a Boston-based investor advisory firm founded in 2009 and subsidiary of AGF Management Limited. He is a leader of AGF’s quantitative investment platform, known as AGFiQ. AGFiQ’s team approach is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns. Bill has long-tenured expertise employing quantitative factor-based strategies and alternative approaches to achieve a spectrum of investment objectives. Previously, Bill was a Vice-President at State Street Global Advisors (SSgA), serving as head of the firm’s U.S. Enhanced Equities team. His focus was on managing long-only and 130/30 U.S. strategies, as well as providing research on SSgA’s stock-ranking models and portfolio construction techniques. Prior to joining SSgA in 2003, Bill was a Quantitative Analyst and Portfolio Manager at Putnam Investments. Bill has been working in the investment management field since 1995. Prior to 1995, Bill was a Naval Aviator flying the Grumman A-6 Intruder as a member of Attack Squadron Eighty-Five aboard the USS America (CV-66). Bill holds a Bachelor’s degree in Electrical Engineering from the United States Naval Academy and an MBA from the Amos Tuck School of Business Administration at Dartmouth College. He is a CFA® charterholder and holds FINRA licenses 7, 63 and 24. 1An investment professional with AGF Investments LLC (formerly FFCM LLC), a U.S.-registered investment advisor firm and affiliate of AGF Investments Inc.
President & CEO
Horizons ETFs
Steve Hawkins is the President and Chief Executive Officer of Horizons ETFs (a member of the Mirae Asset Global Investments Group), where he is responsible for the day-to-day business and affairs of the firm. With more than 30 years of experience in the investment industry, Mr. Hawkins has been with Horizons ETFs for more than 12 years including as its CIO, prior to becoming CEO in 2015. Mr. Hawkins is partly responsible for the proliferation of ETFs in Canada, bringing many first-of-their-kind ETFs to market. He spearheaded the launch of the first family of actively managed ETFs in Canada, the world’s first marijuana ETF and the world’s first global equity ETF driven by artificial intelligence. As an innovative ETF and capital markets thought leader, he is frequently quoted in the news media, appears regularly on business television and is a globally sought-after speaker for his expertise on his three favourite topics: ETFs, derivatives and cannabis. He was recognized as CEO of the Year at the 2018 Wealth Professional Awards and is the current Chair of the Canadian ETF Association. Mr. Hawkins studied mathematics and philosophy at the University of Toronto and holds a Derivative Market Specialist (DMS) designation.
CEO & CIO
Northland Wealth
Arthur C. Salzer, is the Chief Executive Officer & Chief Investment Officer of Northland Wealth Management. As the firm’s founder, he is the visionary and driving force behind Northland Wealth. Arthur is responsible for developing and implementing the firm’s strategic plan as well as overseeing all operations and investments of the company. Arthur also advises many of the firm’s largest and most complex clients.
Arthur is an active member of the CFA Society, the Family Firm Institute (FFI) and the Family Enterprise Xchange (FEX). For the past two years, Arthur has been a judge for the Family Enterprise of the Year Award (FEYA). Since 2016, Arthur has been the Wealth Management Columnist for The Financial Post Magazine.
Arthur is frequently interviewed by leading media sources such as Bloomberg, Reuters, NBC, Financial Post, Globe & Mail, Washington Times, Wealth Professional Magazine, CTV and CBC for market analysis and commentary and is a frequent speaker at leading family office and investment conferences across North America.
Wealth Professional Magazine has featured Arthur as the Top Ranked advisor in Canada along with being recognized in its Hot List as one of the Canada’s leading wealth management executives.
A graduate of McMaster University (B.A. Econ.), he also holds the designations of Certified Investment Manager and Chartered Financial Analyst.
Director of Investment Solutions
Aspect Capital
Razvan joined Aspect Capital in July 2010 and is Director of Investment Solutions. Razvan is a member of Aspect’s Product Design Group and attends Investment Committee meetings. Razvan and his team are an integral part of the product development and research functions at Aspect and they provide quantitative expertise to Aspect’s clients on investment process and the development of new product ideas. Razvan’s primary responsibility is client engagement on matters relating to strategies, products, performance and research. Prior to Aspect, Razvan worked at Skybound Capital, Clear Horizon Capital, and PeregrineQuant (now Vunani Fund Managers) in various quantitative research roles. He graduated with distinctions in Mathematics, Applied Mathematics and Physics from Rhodes University. He holds a BSc (Hons) in Theoretical Physics from Wits University and was awarded an MSc in Financial Mathematics from the University of Cape Town and is a CFA Charter holder.