People: AGF Management Ltd (AGFb.TO)

AGFb.TO on Toronto Stock Exchange

11.45CAD
23 Sep 2014
Price Change (% chg)

$0.03 (+0.26%)
Prev Close
$11.42
Open
$11.42
Day's High
$11.45
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$11.42
Volume
45,975
Avg. Vol
215,985
52-wk High
$14.78
52-wk Low
$10.82

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Summary

Name Age Since Current Position

Blake Goldring

55 2006 Chairman of the Board, Chief Executive Officer

William Farquharson

73 Vice Chairman of the Board

Robert Bogart

2010 Chief Financial Officer, Executive Vice President

Kevin McCreadie

2014 President and Chief Investment Officer, AGF Investments Inc.

Judy Goldring

48 2011 Chief Operating Officer, Executive Vice President, Director

Rose Cammareri

2009 Executive Vice President - Retail Distribution of AGF Investments Inc.

Gordon Forrester

2013 Executive Vice-President - Marketing & Product and Head of Retail of AGF Investments Inc

Winthrop Smith

64 2006 Lead Independent Director

Sarah Davis

46 2014 Independent Director

Douglas Derry

67 2000 Independent Director

Donald Lang

59 2006 Independent Director

William Morneau

51 2000 Independent Director

G. Wayne Squibb

68 2009 Independent Director

Biographies

Name Description

Blake Goldring

Mr. Blake C. Goldring M.S.M., CFA., is Chairman of the Board, Chief Executive Officer of AGF Management Limited. He ?rst joined AGF in 1987 and held a series of senior positions before being appointed President in 1997, CEO in 2000, and Chairman in 2006. Prior to that, he worked in corporate banking for a major Canadian bank. Mr. Goldring holds an Honours BA in Economics from the University of Toronto and an MBA from INSEAD in France. He holds the Chartered Financial Analyst designation and is a member of the Toronto Society of Financial Analysts and a Fellow of the Institute of Canadian Bankers. Mr. Goldring sits on a number of private and not for profit boards.

William Farquharson

Mr. William Robert Farquharson, CFA., is Vice Chairman of the Board of AGF Management Limited. He joined AGF in 1963 as an analyst and remains a portfolio manager. Mr. Farquharson earned a Bachelor of Commerce degree from the University of Toronto and holds the Chartered Financial Analyst designation. Mr. Farquharson sits on a number of private and not-for-profit boards.

Robert Bogart

Mr. Robert J. Bogart CPA., is Chief Financial Officer, Executive Vice President of AGF Management Limited. He served as Chief Financial Officer, Senior Vice President of the Company. Mr. Bogart is a seasoned, respected professional who joins AGF from Fidelity Investments, where for the past 17 years he has served as a senior finance executive for both its U.S. and Canadian operations. Mr. Bogart was CFO for the firm's Canadian operations from 1997 to 2002. His role was that of Senior Vice-President of Finance, the Corporate Decision Support group in Boston. A graduate of the University of Massachusetts, Mr. Bogart began his career in 1983 and has held progressively senior tax and finance positions within the financial services industry. Prior to his employment in the investment management industry, he was a senior tax manager with a public accounting firm where he achieved his Certified Public Accountant (CPA) designation.

Kevin McCreadie

Mr. Kevin McCreadie has been appointed as President and Chief Investment Officer, AGF Investments Inc., a subsidiary of the Company., effective June 17, 2014. Kevin McCreadie provides direction and leadership to AGF’s investment management teams and leads the firm’s global institutional business. Mr. McCreadie brings more than 30 years of investment management experience to AGF, with extensive expertise in retail and institutional asset management, direct portfolio management and over a decade of combined experience as CIO for two major U.S. financial services firms. Prior to joining AGF, Kevin was President and CIO of PNC Capital Advisors, LLC, a division of PNC Financial Services Group, one of the largest U.S. diversified financial services organizations. While there, he was responsible for leading the firm’s institutional effort and overseeing over $58 billion in AUM. Kevin began his career in 1982 at J.P. Morgan where he held progressively senior positions, ultimately becoming a U.S. large-cap equity manager. He went on to join Brown Investment Advisory where he was a Partner and Senior Portfolio Manager. His experience includes a focus on portfolio construction and enhancing investment processes as well as managing asset allocation and alternative strategies for clients. He holds the Chartered Financial Analyst designation and has an MBA in Finance from the Wharton Graduate School of Business.

Judy Goldring

Ms. Judy G. Goldring is Chief Operating Officer, Executive Vice President, Director of AGF Management Limited. She joined AGF as Vice-President and General Counsel in 1998, became General Counsel and Senior Vice-President, Business Operations, in 2001, and became General Counsel and Senior Vice-President, Law and Corporate Affairs in 2004. In 2009 Ms. Goldring became Executive Vice President, Chief Operating Officer and General Counsel, and in 2011 she became Executive Vice President and Chief Operating Officer. Before joining AGF, Ms. Goldring specialized in regulatory and administrative law. She earned her LL.B from Queen’s University and was called to the Bar in Ontario. She is the Vice Chair of the Governing Council of the University of Toronto. She is a member of the Law Society of Upper Canada and the Canadian Bar Association.

Rose Cammareri

Ms. Rose Cammareri is an Executive Vice President - Retail Distribution of AGF Investments Inc., subsidiary of AGF Management Limited. She is a Senior Officer of AGF Investments.

Gordon Forrester

Mr. Gordon Forrester is an Executive Vice-President - Marketing & Product and Head of Retail of AGF Investments Inc., subsidiary of AGF Management Limited. since September 2010. He served as Head of Asia Pacific Business, Putnam Investments from November 1999 – December 2008.

Winthrop Smith

Mr. Winthrop H. Smith Jr., is Lead Independent Director of AGF Management Limited. He spent 27 years at Merrill Lynch, where he was most recently Executive Vice- President, Merrill Lynch & Co., and President, International Private Client Group, and Chairman, Merrill Lynch International, Inc. During his time at Merrill Lynch, he also held the position of Director of Human Resources. Mr. Smith holds an undergraduate degree from Amherst College and an MBA from the Wharton School of Business, University of Pennsylvania. Mr. Smith is a majority partner in a resort operation and serves on a number of public and private boards and board committees including audit committee, compensation committee and nominating and corporate governance committees.

Sarah Davis

Ms. Sarah R. Davis CPA., CA., has been appointed as Director of AGF Management Ltd., with effect from January 9, 2014. Ms. Davis serves as Chief Financial Officer of Loblaw Companies Limited, Canada’s largest food retailer. With over two decades of senior management experience in finance, Ms. Davis has a broad portfolio of responsibilities including finance, real estate and corporate strategy. Prior to joining Loblaw, Ms. Davis served as Vice President, Finance and Controller at Rogers Communications. Ms. Davis was named one of Canada’s Most Powerful Women: Top 100 in 2011 by the Women’s Executive Network and is the executive sponsor of the Women@Loblaw network. Ms. Davis has deep experience in the implementation of large and complex infrastructure programs, including the implementation of SAP across Loblaw. Ms. Davis holds an honours bachelor of commerce degree from Queen’s University and is a chartered accountant. Ms. Davis currently sits on the Board of Directors for PC Bank and is a member of the External Advisory Committee on the Public Service Transformation of Pay Administration Initiative.

Douglas Derry

Mr. Douglas L. Derry FCPA., FCA., is an Independent Director of AGF Management Limited. Mr. Derry is a former Partner at PricewaterhouseCoopers, LLP, where he worked for 29 years until 1997. Mr. Derry sits on various corporate and not-for-profit boards. Mr. Derry holds an Honours BA in Business Administration from the Richard Ivey School of Business at the University of Western Ontario, is a Fellow of the Institute of Chartered Accountants of Ontario and a Fellow, Chartered Professional Accountant.

Donald Lang

Mr. Donald G. Lang is an Independent Director of AGF Management Limited. Mr. Lang has spent 31 years in progressive positions with CCL Industries, including President and CEO from 2000 to 2008 and now serves as Executive Chairman. CCL Industries is an international consumer products packaging company, employing 10,000 people and operating 89 production facilities globally, working with corporate teams in North and South America, Europe, Asia, Africa, and Australia. Mr. Lang previously served as an Advisory Board Member for the Richard Ivey School of Business at the University of Western Ontario, from which he holds an Honours degree. Mr. Lang serves on a number of public and private boards.

William Morneau

Mr. William Morneau Jr., is an Independent Director of AGF Management Limited. Mr. Morneau is Executive Chairman of Morneau Shepell. Under his leadership, the firm has become the largest Canadian human resources services firm, with over 3500 employees. Mr. Morneau is Chair of the Board of Directors at the C.D. Howe Institute. In May 2012, he was appointed by the Ontario Minister of Finance as Pension Investment Advisor, to lead in facilitating the pooling of public sector pension fund assets. Mr. Morneau is also on the boards of St. Michael’s Hospital Foundation, the Canadian Merit Scholarship Foundation, The Learning Partnership, the London School of Economics North American Advisory Committee, the Canadian INSEAD Foundation, and Greenwood College. He is the past Chair of the Board of Directors at St. Michael’s Hospital in Toronto, and past Chair of the Board of Directors of Covenant House. In 2012, he co-authored a book, The Real Retirement. In 2002, he was named as one of Canada’s “Top 40 Under 40”. Mr. Morneau holds a BA from Western University, an M.Sc. (Econ.) from the London School of Economics, and an MBA from INSEAD.

G. Wayne Squibb

Mr. G. Wayne Squibb is an Independent Director of AGF Management Limited. He is the co-founder of Realstar Group and has been CEO since 1983. One of the real estate investment and management organizations in Canada, Realstar Group is focused on strategic investing in the multi-unit residential rental, hospitality, residential land-lease, medical centre and sports/entertainment sectors in North America and the United Kingdom. The company holds the master franchise rights to the Days Inn, Motel 6 and Studio 6 hotel brands in Canada and previously owned and operated Delta Hotels and Resorts. Mr. Squibb serves on a number of not-for-profit boards in addition to several corporate boards.

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