• Multi asset portfolio construction & management• Combining traditional assets with liquid alternative strategies• Tactical asset allocation & portfolio overlay using a global macro research-based and trade identification process • Client solutions

Drawing on a successful career as an institutional investor and global capital markets executive to provide an independent lens to the assessment and development of investment themes deployed in multi asset portfolios, and lend expertise to portfolio construction and risk management processes

∙ Provided consultancy services with specific focus on fixed income markets• Reviewed best execution practices and management of fiduciary obligations• Prepared extensive and independent reports for OSC Staff

• Co-managed a liquid alternatives fund designed to service Scotia’s institutional client base• Senior role in managing various exposures across multi-asset class return streams with particular attention to rate & FX risk• Extensive input to both development and implementation of macro themes and risk overlays• Liaised with clients to additionally structure bespoke investment solutions• Partnered with legal team to establish counterpart legal framework (ISDA, FX Prime Brokerage etc.)• Coordinated search for external service providers, e.g. Back Office, Fund Accounting etc, with in- house Operations, Legal, IT & Compliance • Assisted in business development and production of marketing presentations

• Senior leader of portfolio management & trading team mandated to devise and implement macro investment themes resulting from economic research and market pricing analysis to capture various alpha sources• Multi-asset class strategies (FX, Rates, Equities, Commodities & Credit)• Participated in transition of prior fully funded multi-strategy portfolio (beta with alpha overlay) to alternative structure of an unfunded internally financed portfolio using long/short trading strategies• Focus on diversifying return streams across various strategies to minimize correlations, both intra- and inter- portfolio(s), and to maximize return on risk• Consistent interaction with Risk Management & Operations to improve and develop appropriate reporting and systems capabilities to support portfolio oversight

• Managed a G10 proprietary trading book utilizing predominantly derivative-based macro trading strategies to express inter-market, yield curve and directional themes • Discretionary bias but with some risk allocation to quantitatively driven cross-country strategies • Extensive cooperation with trading desk in underwriting government debt auctions to assist with overall risk diversification

Established Unity as a sub-advisor fund to Marret Asset Management with a focus on G10 sovereign debt investment strategies • Raised initial Capital of ~$10mm (including partner capital) acting as sub-advisor for a fixed income alternatives fund distributed and sold via a third party fund of funds (FoF) platform to retail investors• Successfully generated non-correlated returns within FoF using directional/yield curve/inter-market strategies via exchange-listed derivatives• Separately managed the Canada Governments/US Treasury component of domestic balanced fund (family office) for Marret

• Member of hedge fund PM team with a global macro & relative value (RV) focus• Co-managed both a G10 cross-country RV portfolio and main European rates portfolio

1997 - Recruited in London to work in the Cross-market rates business managing large inter market transactions for the franchise alongside running proprietary risk in same space1998 - Toronto secondment to assume responsibility for the Canadian primary dealer• Designed and implemented an innovative trading model to grow primary dealer franchise revenues and distinguish Deutsche Canada's trading operation from domestic competitors, subsequently establishing a centre of excellence for trading cross-country spreads• Responsible for market making in European government bond prices, post-European trading hours2000 - Assumed additional role of co-managing all DB Global Markets business in Canada and joined Global Fixed Income Management Committee• Tasked with responsibilities for determining business model across all global markets product range• Coordinated with global markets leadership in NY, London, Europe and Australasia• Successfully developed a Dollar-Bloc trading/distribution/research product• Continued day-to-day responsibility for primary dealer including managing proprietary risk and customer flows • Point of contact with authorities, e.g. central bank and finance ministry as well as regulators

Managed all European Government trading for London, Paris & Madrid.

Various roles including proprietary non-dollar government trading; oversight of French SVT primary dealer; earlier roles in Credit/Eurobond trading.