Thomas Hartmann-Boyce (Client Portfolio Manager, ARK Invest)
What: Cathie provides an in-depth review of the preceding year, alongside commentary on current market conditions and where innovation is headed in 2023.
Some of the questions asked:
Are genomic stocks going to have a harder time this year?
If interest rates stay higher for longer, how will that impact the portfolios?
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Avipsha Mitra is the Vice President of Product Sustainability & Development at Emerge Canada Inc. Avipsha has over 15 years of experience in the financial industry.
Prior to joining Emerge Canada, she worked at The Northern Trust Company where she held various leadership positions and worked with institutional investors and asset managers, globally. Her experience spans across client servicing and product solutioning, managing operations and financial accounting.
Avipsha completed her Bachelor’s degree as well as Masters in Accounting and Finance from Indian Institute of Management, Kozhikode. She has also advanced her education on Design Thinking – Innovation of Products and Services from Massachusetts Institute of Technology.
Avipsha enjoys travelling and high altitude trekking. She has successfully completed five treks in the Himalayan region.
Anitha is a CSC and CPM certified finance professional, and has completed her Masters from Osmania University as a finance major. Prior to joining Emerge, Anitha worked for TD Waterhouse as an Investment Representative, completing unsolicited client orders and helping clients with their registered plans, including their RRSPs, TFSAs, RDSPs and RESPs. Outside of work, Anitha like exploring new places around Toronto, watching documentaries, spending time with close ones, and experimenting with various cuisines.
SOPHIE MASSON
Marketing Associate
Sophie is a Marketing Associate at Emerge. She graduated Magna Cum Laude from McGill University and holds a bachelor’s degree in English Literature. Prior to working at Emerge, Sophie completed a marketing internship in the Fintech industry. In her free time, Sophie enjoys reading at various coffee shops, working out, and exploring the city of Toronto
Darren has spent his 20+ year career developing, building and growing strategic relationships within the financial service industry. A charismatic leader with a proven track record of onboarding and partnering with Advisors and creating lasting relationships. Darren’s deep experience with asset managers, independent wealth managers, and some of Canada’s biggest financial institutions extends from front line client facing roles to the senior management.
With strong leadership skills, excellent product knowledge and a consultative selling approach, Darren brings a proven ability to drive the company’s ongoing expansion efforts.
At Emerge Canada, Darren is responsible for working with advisors and financial professionals across Canada and providing them with solutions to meet the needs of their clients.
Todd Riley is a seasoned professional with over 25 years in the financial industry. He started his career at BMO Nesbitt Burns in Vancouver and went on to work as a VP of Sales and Marketing for several Mutual Fund companies as well as one of the oldest Venture Capital firms in technology startups. Todd has completed the Canadian securities course as well as the Conduct and handbook course, the Mutual Funds course. Todd is a graduate of both Concordia University and the Sauder School of business with a diploma as a Mortgage Broker. Todd is an avid skier in the winter on the slopes as well as a water skier in the course in the summer. Todd and his wife Maureen live in BC spending time with their kids and long walks with our two Aussi Shepheard.
Andrew is senior sales executive leveraging diverse experience of over 25 years in global asset management, mentoring sales teams, empowering investment advisors to increase risk-adjusted returns and ultimately increase the company’s market share. An entrepreneurial mindset, with experience initiating, heading and managing an investment wholesaling firm for 7 years. In depth understanding of Private Equity, Hedge, Venture Capital, ESG, Emerging Markets, ETF’s, Private Debt, SMA strategies and the rigor needed to manage a sales territory within a global investment company. Outstanding communicator; committed to turning problems into solutions combined with a pedagogical “Teach to Teach” approach to capacity development. A collaborative leader driven to equip advisors with unique sales strategies to help them sign high net worth clients and providing the necessary tools to achieve their goals and ultimately helping the end user achieve their investment goals. Andrew is based in Montreal, Canada, speaks English and French and covers Eastern Canada from Ottawa to the Maritimes
Hoyt Lui
Operations Analyst
Hoyt Lui is the Operations Analyst at Emerge Canada Inc. Prior to joining Emerge, Hoyt conducted various quantitative projects to create trading and investing strategies. Before then, he worked at Scotiabank Global Banking and Markets, supporting P&L analysis, balance sheet reconciliation and settlement of securities in the bank’s global investment portfolios.
Hoyt received his Master of Finance from Queen’s University, and a BA in Economics from the University of Waterloo. He spends his spare time enjoying outdoor activities with his friends and family, working out at the gym, and geeking out over his next big projects.
Vanessa has prior institutional experience at Goldman Sachs and high net worth private banking experience at Credit Suisse. She understands the challenges that advisors face in the constantly changing macroeconomic landscape, and services and supports investment advisors and portfolio managers in Ontario and Quebec to grow their business.
Mackenzie Wood
Advisory Services Manager
Mackenzie Wood is the Advisory Services Manager at Emerge. Mackenzie joined the Emerge team in June 2019. Prior to joining Emerge Mackenzie graduated Magna Cum Laude from Buffalo State College where he achieved a Bachelor of Science degree in Economics with a concentration in Finance. As an international student from Ontario, Canada, he played for four years for the Buffalo State Men’s Ice Hockey team. Mackenzie was honored as the 2019 Male Scholar-Athlete of the year and was also nominated to The State University of New York Athletic Conference Men’s Ice Hockey All-Conference Team in 2019. Mackenzie now lives in Buffalo, NY, and often visits family in Simcoe, Ontario.
Allison Langley is the Marketing Manager at Emerge. Allison joined the Emerge team officially in June of 2018. She has spent the summers working at Emerge since its inception; supporting advisors, attending conferences and contributing to the founding of the firm. Prior to joining Emerge Allison achieved a Bachelor’s of Science in Biology from Loyola University Maryland where she was the recipient of the Presidential Scholarship, Head Music Director of WLOY Loyola Radio and a member of the women’s rowing team. Allison has dedicated much of her summers to Erie County Medical Centre where she was a research volunteer in the Head & Neck Oncology and Plastics Department. Allison splits her time between Toronto and Buffalo while spending time with her dog, Annie.
Lisa Lake Langley is the CEO & President of Emerge Canada Inc. Lisa has over 30 years of investment management industry experience. Prior to founding Emerge, Lisa has worked globally in the financial industry, she worked for over 20 years in Toronto as the President and COO of First Asset Advisory Services where she raised over a billion in assets, and successfully sold the company. She then continued on to work with the Investment Industry Regulatory Organization of Canada (IIROC) as the Vice President of Member Services. Following this Lisa became the Managing Director of Global Product Development for Alliance Trust in Scotland. Lisa then moved back to the United States where served as the COO and Partner for Sandhill Investment Management in Buffalo, NY. She founded Emerge to provide global support to investment managers.
Currently the only female majority owner of a fund/ETF company in Canada, Lisa Langley was named ‘CEO of the Year’ by the 2021 Wealth Professional Awards (WPAs).
She graduated with a BA in Finance from Loyola University Maryland and received her Executive MBA from Kellog-Schulich School of Business Program.
Maha Waseem
Marketing Coordinator
Maha likes to call herself an avid researcher and a lover of all things marketing. She holds a Master’s in Management with a focus on Marketing from Ryerson University and a Bachelor’s in Advertising, PR and Media from Middlesex University. Prior to joining Emerge, Maha worked in the education sector as a researcher and a marketer. She also creates marketing content for agencies on a freelance basis. In her free time, Maha enjoys spending time in the great outdoors, catching up with loved ones, and experimenting in the kitchen.
MOHAMMAED UJJAINWALA
Operations Analyst
Mohammed is a CFA charterholder and a certified FRM. He has his Bachelors and Masters in Commerce from Mumbai University. Prior to joining Emerge, Mohammed worked with with Fairstone Financials as a Sr. Financial Analyst and with Morgan Stanley’s Product Control Team where he analyzed the drivers of P&L and performed attribution analysis of portfolios. He also worked at SS&C GlobeOp’s where he performed valuations and independent price verifications of OTC Derivatives for Hedge funds. Mohammed loves travelling and adventure sports, is a self-proclaimed foodie and enjoys spending time with friends and family.
MBA Finance, Accounting & Strategy, Schulich School of Business, Toronto
BEng Mechanical Engineering, Queen Mary College, London University, UK
Chartered Professional Accountant, Certified Management Accountant (CPA, CMA) with the Chartered Professional Accountant of Ontario
Chartered IT Professional (CITP), Member of British Computer Society (MBCS) with the Chartered Institute for IT
Desmond Alvares is the CFO & Operations Managers at Emerge Canada Inc. Desmond joined Emerge in December 2018. Desmond Alvares’ career spans well over 30 years. Desmond has held senior leadership roles in; KPMG Risk and Resilience Advisory, Investment Industry Regulatory Organization of Canada (IIROC), Investment Management (Private Banking, Investment Banking, Brokerage Houses, Wealth Management and Mutual Funds), Insurance and Retail (Branch Banking, Electronic Banking, Commercial and Personal Loans, Credit Cards, Mortgages). Desmond is a Finance, Operations and Information Technology professional with experience in Business, Project and Finance Management. He received a degree in Mechanical Engineering from Queen Mary College, London University and then received his MBA in Finance, Accounting & Strategy from the Schulich School of Business in Toronto. Desmond currently resides in Toronto with his family.
