Public Equities Team

Portfolio Management Team

Portrait of Jeff Tiefenbach, CFA

    Jeff Tiefenbach, CFA

    Chief Investment Officer, Public Equities

    Equity Strategy: Lead, Global Equity and International Equity
    Career began: 1993
    At Greystone: 2005
    Previous experience: Vice-President, U.S. Equities, Phillips, Hager & North; Vice-President, Global Equities, Phillips, Hager & North; Analyst, Global Equities, Phillips, Hager & North; Investment Analyst, Equities, Crown Life Insurance; Investment Analyst, Fixed Income, Crown Life Insurance
    Education: BA (Hons), Business Administration, University of Western Ontario; Chartered Financial Analyst

    • Location: Regina
    Portrait of Himanshu Sharma, CFA, MBA

      Himanshu Sharma, CFA, MBA

      Senior Vice-President & Lead, Canadian Equity & Head of Fundamental Research, Public Equities

      Equity Strategy: Canadian Equity
      Career began: 1995
      At Greystone: 2006
      Previous Experience: Research Associate, MGI Securities; Senior Business Analyst, MacKenzie Financial; IT Consultant, IBM Canada; Systems Analyst, Datasoft Technologies USA; Assistant Systems Analyst, Tata Consultancy (India)
      Education: MBA, Richard Ivey School of Business, University of Western Ontario; Bachelor of Technology, Indian Institute of Technology; Chartered Financial Analyst

      • Location: Regina
      Portrait of James Baldwin, CFA

        James Baldwin, CFA

        Senior Vice-President & Co-Lead, Canadian Equity

        Equity Strategy: Canadian Equity
        Sector Coverage: Energy
        Career began: 2001
        At Greystone: 2001
        Education: B.Comm., Queen’s University; Chartered Financial Analyst

        • Location: Regina
        Portrait of Grant A.M. Stahl, CFA

          Grant A.M. Stahl, CFA

          Senior Vice-President & Lead, U.S. Equity

          Equity Strategy: U.S. Equity and Global Equity
          Career began: 1986
          At Greystone: 1990
          Previous experience: Investment Advisor, RBC Dominion Securities
          Education: B.Comm., University of Saskatchewan; Chartered Financial Analyst

          • Location: Regina
          Portrait of Alfred Li, CFA, MBA, FRM

            Alfred Li, CFA, MBA, FRM

            Vice-President & Co-Lead, International Equity

            Equity Strategy: International Equity
            Career began: 1997
            At Greystone: 2006
            Previous experience: Investment Project Manager, Tianjin Municipal Government (China); Pharmaceutical Engineer, Tianjin Pharmaceutical Design Institute; Export Specialist & Product Manager, Tianjin Medicines and Health Products Import & Export Corporation
            Education: BE, Chemical Pharmacy and BBA, International Business, East China University of Science & Technology; MBA, Richard Ivey School of Business, University of Western Ontario; Chartered Financial Analyst; Certified Financial Risk Manager

            • Location: Hong Kong
            Portrait of J. Blair Ledingham, CFA

              J. Blair Ledingham, CFA

              Senior Director & Co-Lead, U.S. Equity

              Equity Strategy: U.S. Equity
              Sector Coverage: Consumer Discretionary
              Career began: 2001
              At Greystone: 2004
              Previous Experience: Account Manager, Royal Bank of Canada
              Education: B.Admin., University of Regina; Chartered Financial Analyst

              • Location: Regina

               

              Fundamental Research Team

              Portrait of Himanshu Sharma, CFA, MBA

                Himanshu Sharma, CFA, MBA

                Senior Vice-President & Lead, Canadian Equity & Head of Fundamental Research, Public Equities

                Equity Strategy: Canadian Equity
                Career began: 1995
                At Greystone: 2006
                Previous Experience: Research Associate, MGI Securities; Senior Business Analyst, MacKenzie Financial; IT Consultant, IBM Canada; Systems Analyst, Datasoft Technologies USA; Assistant Systems Analyst, Tata Consultancy (India)
                Education: MBA, Richard Ivey School of Business, University of Western Ontario; Bachelor of Technology, Indian Institute of Technology; Chartered Financial Analyst

                • Location: Regina
                Portrait of James Baldwin, CFA

                  James Baldwin, CFA

                  Senior Vice-President & Co-Lead, Canadian Equity

                  Equity Strategy: Canadian Equity
                  Sector Coverage: Energy
                  Career began: 2001
                  At Greystone: 2001
                  Education: B.Comm., Queen’s University; Chartered Financial Analyst

                  • Location: Regina
                  Portrait of Travis Wetsch, CFA

                    Travis Wetsch, CFA

                    Vice-President, Fundamental Research, Public Equities

                    Sector Coverage: Real Estate and Health Care
                    Career began: 1997
                    At Greystone: 2003
                    Previous experience: Senior Treasury Analyst, Saskatchewan Power Corporation
                    Education: B.Admin., University of Regina; Chartered Financial Analyst

                    • Location: Regina
                    Portrait of J. Blair Ledingham, CFA

                      J. Blair Ledingham, CFA

                      Senior Director & Co-Lead, U.S. Equity

                      Equity Strategy: U.S. Equity
                      Sector Coverage: Consumer Discretionary
                      Career began: 2001
                      At Greystone: 2004
                      Previous Experience: Account Manager, Royal Bank of Canada
                      Education: B.Admin., University of Regina; Chartered Financial Analyst

                      • Location: Regina
                      Portrait of Michael E. Brown, CFA

                        Michael E. Brown, CFA

                        Senior Director, Fundamental Research, Public Equities

                        Sector Coverage: Financials
                        Career began: 1997
                        At Greystone: 2010
                        Previous experience: Portfolio Manager, Vancity Investment Management; Senior Research Assistant, Global Equities, Phillips, Hager & North
                        Education: B.Comm., Finance & International Business, University of Northern British Columbia; Chartered Financial Analyst

                        • Location: Regina
                        Portrait of Heather Greenman, CFA

                          Heather Greenman, CFA

                          Senior Director, Fundamental Research, Public Equities

                          Sector Coverage: Industrials
                          Career began: 2002
                          At Greystone: 2002
                          Education: B.Admin. (Hons), University of Regina; Chartered Financial Analyst

                          • Location: Regina
                          Portrait of Mark Scollan, CFA

                            Mark Scollan, CFA

                            Senior Director, Fundamental Research, Public Equities

                            Sector Coverage: Materials
                            Career began: 1998
                            At Greystone: 2006
                            Previous Experience: Analyst, Hamilton Lane Advisors; Associate Financial Analyst, Marshall & Stevens; Case Administrator, Canada Life Assurance
                            Education: B.Sc., Business Management and Marketing, Cornell University, Ithaca, NY; Chartered Financial Analyst

                            • Location: Regina
                            Portrait of Ivo Ciurlizza, CFA

                              Ivo Ciurlizza, CFA

                              Senior Analyst, Fundamental Research, Public Equities

                              Sector Coverage: Information Technology
                              Career began: 2011
                              At Greystone: 2012
                              Previous experience: Investment Banking Intern, Kitsilano Partners
                              Education: B.Comm. (Hons), Finance, University of British Columbia; Chartered Financial Analyst

                              • Location: Regina
                              Portrait of Paula Brinton, CFA

                                Paula Brinton, CFA

                                Senior Analyst, Fundamental Research, Public Equities

                                Sector Coverage: Consumer Staples
                                Career began: 2011
                                At Greystone: 2011
                                Education: BBA, Finance, University of Regina; Chartered Financial Analyst

                                • Location: Regina
                                Portrait of Solo Zhang, M.Sc.

                                  Solo Zhang, M.Sc.

                                  Analyst, Fundamental Research, Public Equities

                                  Sector Coverage: Information Technology and Financials (Asia)
                                  Career began: 2015
                                  At Greystone: 2015
                                  Previous experience: Analyst Assistant, Greystone Managed Investments Inc.
                                  Education: M.Sc., Finance, University of Saskatchewan; B.Comm. (High Hons), Finance, University of Saskatchewan

                                  • Location: Regina
                                  Portrait of Raymond Chan

                                    Raymond Chan

                                    Analyst/Trader, Fundamental Research, Public Equities

                                    Sector Coverage: Consumer Discretionary (Asia)
                                    Career began: 2011
                                    At Greystone: 2015
                                    Previous experience: Analyst, Auto and Hardware Tech Sectors, LST Capital Partners; Audit Associate, Financial Services, PricewaterhouseCoopers
                                    Education: B.Soc.Sc., Economics, University of Hong Kong; Qualified Public Accountant, Hong Kong Institute of Certified Public Accountants

                                    • Location: Hong Kong

                                     

                                    Quantitative Research / Risk Management

                                    Portrait of Jonathan Jacob, CFA, FSA, FCIA

                                      Jonathan Jacob, CFA, FSA, FCIA

                                      Senior Vice-President, Quantitative Research/Risk Management & Head of Portfolio Risk Solutions

                                      Career began: 1993
                                      At Greystone: 2012
                                      Previous experience: Principal, Forethought Risk; Portfolio Manager, Ontario Teachers’ Pension Plan; Director, BMO Financial Group; Portfolio Manager, Manulife Financial; Actuary, Wm. Mercer Consulting
                                      Education: B.Sc. (Hons), Mathematical Sciences & Philosophy, University of Toronto; Chartered Financial Analyst; Fellow of the Canadian Institute of Actuaries, Fellow of the Society of Actuaries

                                      • Location: Toronto
                                      Portrait of Curtis A. Runge, CFA

                                        Curtis A. Runge, CFA

                                        Vice-President, Quantitative Research/Risk Management, Public Equities

                                        Career began: 2007
                                        At Greystone: 2007
                                        Education: B.Sc., Economics and Statistics, University of Regina; Chartered Financial Analyst

                                        • Location: Regina

                                         

                                        Product Specialist & Market Research

                                        Portrait of Lisa Moen, CFA

                                          Lisa Moen, CFA

                                          Vice-President, Market Research, Public Equities

                                          Career began: 1992
                                          At Greystone: 2010
                                          Previous experience: Director of Investments, Saskatchewan Healthcare Employees’ Pension Plan; Senior Investment Analyst, City of Regina; Corporate Finance Analyst, Sherwood Credit Union
                                          Education: B.Admin. and BA, University of Regina; Chartered Financial Analyst

                                          • Location: Regina
                                          Portrait of Chirag Patel, CFA

                                            Chirag Patel, CFA

                                            Vice-President, Product Specialist

                                            Career began: 1998
                                            At Greystone: 2010
                                            Previous Experience: Senior Account Manager, CPMS; Senior Analyst, CPMS; Account Manager, Toogood Financial Systems Inc.; Actuarial Trainee, Jardine Lloyd Thompson Benefit Consultants
                                            Education: B.Sc. (Hons), Insurance & Investment Studies, City University Business School; Chartered Financial Analyst

                                            • Location: Toronto