Mark Egan, Sub Advisor

Mark Egan, CFA, a managing director and portfolio manager at Reams Asset Management, is the lead portfolio manager of the Scout Core Bond Fund, Scout Core Plus Bond Fund and the Scout Unconstrained Bond Fund. Mark has over 30 years of experience managing fixed income portfolios. Prior to joining Reams in 1990, he was a Portfolio Manager at National Investment Services of America. Mark earned his master’s in business administration from the University of Wisconsin – Madison and his bachelor’s degree from Marquette University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.

Why We Selected Mark

30 years of experience managing fixed income portfolios, 18 of which he's managed an Unconstrained Bond mandate. His expertise and knowledge of the asset class is unparalleled.

Ed Lam, Sub Advisor

Ed Lam is a portfolio manager and head of research at Somerset Capital Management, an employee-owned Global Emerging Markets manager, specifically structured for active GEM investing. Ed is a graduate of Downing College, Cambridge. Prior to joining Somerset, he was senior analyst at Lloyd George Management London covering Asia for GEM mandates, with a special focus on Taiwan. He joined Somerset Capital Management in November 2007 as head of EMEA and in 2008 became responsible for managing the research process. Since 2009 he has been the lead manager for the Dividend Growth fund.

Why We Selected Ed

His extensive specialist experience investing in global emerging markets, combined with his focus on wealth preservation.

Peter Shippen, Internal Manager

Mr. Shippen has been President & Chief Compliance Officer since September 2009. He was an executive officer and a Director of Ark Fund Management and its affiliated entities from September 2007 until its amalgamation with Redwood on January 1, 2010. From July 2002 until August 2007, Mr. Shippen worked at TD Waterhouse Canada Inc., most recently as Vice President, Fund Research and Product Due Diligence. Mr. Shippen is a CFA Charterholder, holder of the CAIA designation and earned a BA, Economics from Wilfrid Laurier University.

Why We Selected Peter

His extensive experience in manager selection and asset allocation, as well as his track record in portfolio construction and manager and security selection, based on top-down, macro-economic trends.

, Internal Manager

At Redwood, we continue to build out our in-house money management expertise, particularly in areas where we believe we can add value for Canadians. We will continue to seek out sectors and niches in the market where we can develop a strategy that complements the portfolios of Canadian investors.

Why We Selected

With a broad range of experience covered a variety of sectors and companies as an analyst and portfolio manager, Steve has covered all aspects of a his coverage universe’s capital structure, including equities, bonds, and hybrid securities such as converts and preferred shares.

Greg Taylor, Internal Manager

Greg Taylor is a data-driven manager with an active approach to managing portfolios and a focus on maximizing risk adjusted returns. Greg spent 15 years managing both pension and mutual fund assets at Aurion Capital Management. The recipient of numerous Brendan Wood International “Top Gun” awards, he’s also a frequent host and guest on BNN and Toronto’s 680 News.

Sandy Liang, CFA, Internal Manager

Sandy Liang has more than 25 years of experience managing credit investments. He spent 17 years in Wall Street, leading fixed income for Cobalt Capital Management, and as a Senior Managing Director at Bear, Stearns & Co., where he was voted to Institutional Investor Magazine’s All-America Fixed Income Research Team for seven consecutive years.

Craig Basinger, Sub Advisor

Beginning his investment career in 1995, Craig Basinger has focused on investment strategy and managing Canadian and U.S. equity portfolios for Canadian investors. Craig believes that investment success begins with the big picture. If you are in the wrong sectors, the best stock picking in the world can’t save you. Craig spends a considerable amount of analytical energy on identifying economic expectations, allocating assets, and formulating sector views and style/quantitative tilts. He develops and tests these themes continuously. He uses fundamental research in conjunction with a proprietary quantitative scoring system and technical analysis for entry/exit points.

Why We Selected Craig

His multi-disciplined investment approach combines economics, early foundations in quantitative research and fundamental analysis.

Bruce Campbell, Sub Advisor

Bruce Campbell founded StoneCastle Investment Management Inc. in 2001. He has over 23 years of experience in the investment industry. Prior to founding StoneCastle Investment Management Inc., Bruce was a Portfolio Manager for some of the largest investment dealers in Canada and the USA. Bruce is a past president of the Okanagan CFA society and holds a Bachelor of Commerce degree from the University of Alberta. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.

Why We Selected Bruce

Bruce’s approach to investing leads him to the companies, that while growing at impressive rates, are often overlooked by many investors. The quantitative approach often uncovered companies before they hit the radars of larger institutional investors, or sell-side research.

Douglas Baker, Sub Advisor

Doug is the head of the Preferred Securities Sector Team and a member of the Fixed Income Strategy Committee, which establishes investment policy for all taxable fixed income products. As a senior fixed income portfolio manager, he is the lead manager for Nuveen Asset Management’s Preferred Securities related strategies, as well as a co-portfolio manager for the Multi-Sector, Core Plus Bond, and Inflation Protected Municipal Bond strategies. Doug has managed the Preferred Securities strategy since its inception in 2006, the Multi-Sector and Core Plus strategies since 2016, and the Inflation Protected Municipal Bond strategy since 2011. He also manages Nuveen Asset Management’s municipal derivatives overlay group, where he is responsible for implementing derivatives-based hedging strategies across the Nuveen municipal bond complex.

Why We Selected Douglas

Doug is the head of the Preferred Securities Sector team at Nuveen and co-leads the firm’s taxable fixed-income credit oversight process. His depth of knowledge derives from over 20 years of experience analysing and navigating the fixed-income universe, including institutional and retail preferred securities markets.

Francois Bourdon, Sub Advisor

François Bourdon is Chief Investment Solutions Officer at Fiera Capital. In this role, Mr. Bourdon supports our business units in the development of new investment strategies, in collaboration with the CIO Office. He is also responsible for communicating Fiera Capital’s views related to the economy and investments and is jointly responsible for asset allocation decisions as well as for the management of the Global Bond, Multi Strategy Income and other non-traditional income strategies. Mr. Bourdon has 21 years of industry experience and has been with the firm since its inception. Over the course of his career, he has held various positions including Associate Chief Investment Officer, Portfolio Manager - Quantitative Research, Director - Sales Strategies and Product Development as well as a consultant with leading Canadian investment management and life insurance organizations.

Why We Selected Francois

Francois has more than 20 years of experience and has been with the firm since its inception. Francois is jointly responsible for asset allocation decisions as well as for the management of the Global Bond, Multi Strategy Income and other non-traditional income strategies.

Norm Lamarche, Sub Advisor

Norm Lamarche is a resource manager through and through. Norm spent 9 years as lead resource manager at Altamira where he developed a deep understanding of how the global oil, metals and related resource markets intertwine. A fan of fundamentals, Norm is highly price conscious, looking for efficient, low-cost, well-run companies to add to his portfolios while others hope for higher prices.

Why We Selected Norm

Barry Morrison, Sub Advisor

Barry Morrison established Morrison Williams (now Aston Hill Institutional Partners) in 1992 with Les Williams. His primary responsibilities include management of fixed income and real estate funds as well as marketing and business development. Prior to establishing Morrison Williams, Mr. Morrison held senior positions with BGH Investment Management, Mortgage Insurance Co of Canada, United Funds and Dominion Life Assurance Co. Mr. Morrison holds a BA in Economics and is a Fellow of Life Management Institute as well as a CFA.

Funds Managed

Why We Selected Barry

Brian Watson, Sub Advisor

Brian Watson, CFA, serves as Director of Research and is a senior portfolio manager on OppenheimerFund's SteelPath team. Prior to joining the firm in 2009, Mr. Watson was a portfolio manager and led the MLP research effort at Swank Capital LLC in Dallas, Texas. He also covered the MLP and diversified energy sectors for RBC Capital Markets in the firm's equity research dividision. Prior to this, Mr. Watson worked for Prudential Capital Group. He holds a BBA and MBA from the University of Texas.

Why We Selected Brian

Manitou Investment Management , Sub Advisor

Manitou follows a structured, repeatable process with an emphasis on capital preservation. The firm believes high-quality companies and intelligent concentration lead to compelling returns and that safety of capital comes from sound, multi-layered risk management. In Manitou's view, managing money safely and well means being conservative but not conventional.

Why We Selected Manitou Investment Management

Macquarie Capital Investment Management , Sub Advisor

Macquarie Capital Investment Management LLC is a privately owned investment manager. The firm primarily provides its services to investment companies. It also caters to pooled investment vehicles and pension and profit sharing plans. The firm manages client focused portfolios. It also manages equity and balanced mutual funds for its clients. The firm invests in the public equity markets across the globe and fixed income markets. It typically invests in companies engaged in infrastructure activities or emerging market securities. The firm employs a fundamental, technical, and charting analysis to make its investments. It uses internal and external research to make its investments. The firm was founded on January 14, 2004 and is based in the New York City. Macquarie Capital Investment Management LLC operates as a subsidiary of Macquarie Group Limited.

Why We Selected Macquarie Capital Investment Management

Voya Investment Management , Sub Advisor

Voya Investment Management seeks to identify unrecognized value through active management, based on original insights on markets and companies and a vision of investment potential that differs from the consensus view.

Why We Selected Voya Investment Management

Connor, Clark & Lunn Investment , Sub Advisor

Founded in 1982, Connor, Clark & Lunn is a privately owned investment management organization dedicated to delivering outstanding client service and a wide range of attractive investment solutions to our diverse client base. We understand the investment challenges faced by individuals, pension plans, corporations, foundations, mutual funds, First Nations and other organizations, and focus our efforts on meeting their investment needs by offering a comprehensive array of investment strategies, spanning traditional and alternative asset classes in a variety of quantitative and fundamental styles. Whether you are looking for a specific strategy or need a balanced portfolio, we can help you achieve your investment goals.

Why We Selected Connor, Clark & Lunn Investment