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COVID-19 has dramatically reshaped the economic environment, from low yields to high uncertainty.
This has forced investors to rethink their asset mixes for future growth.
Tune in as we chat with Mackenzie Investments and explore topics focused on Building Portfolios For The Next Decade.

Durable Equities hosted by Kelley Keehn


Accessible Alternatives hosted by Larry Berman


ETFs Made for Canadians hosted by Larry Berman


Retirement Rewired hosted by Rita Silvan

 

 

  • Nov 3

    Gregory D. McCullough, CFA

    Gregory D. McCullough, CFA

    Gregory McCullough is an Assistant Portfolio Manager for the Mackenzie US All Cap Growth Fund and a Portfolio Manager, Analyst for Putnam Investments. Gregory has been in the investment industry since 2008 and joined Putnam in 2019. Previously, he served as a Senior Vice President, Senior Global Equity Analyst, at a leading US-based financial services firms in 2014 to 2019. From 2008 to 2013 he served as a Vice President, Global Equity Analyst. Gregory earned a BA from Davidson College and an MBA from the Darden Graduate School of Business at the University of Virginia.

  • Nov 3

    Richard Bodzy, MBA

    Richard Bodzy, MBA

    Richard Bodzy is a Portfolio Manager for the Mackenzie US All Cap Growth Fund and a Portfolio Manager for Putnam Investments. Richard has been in the investment industry since 2004 and joined Putnam in 2009. Previously, he served as an equity analyst, industrials, at a leading US-based financial services firm in 2008. From 2004 to 2006, Richard was a hedge fund analyst at a leading provider of independent investment research. Richard earned a BA from the University of Michigan and an MBA from the Darden Graduate School of Business at the University of Virginia.

  • Mar 26, 2020

    Phil Taller

    Phil Taller, SVP, MBA, CFA Portfolio Manager, Head of the Mackenzie Growth Team

    Phil Taller, Senior Vice President, Investment Management, is the lead Portfolio Manager on Mackenzie US Mid Cap Growth Class and Head of the Mackenzie Growth Team. Phil’s area of expertise is U.S. mid-cap stocks. Phil has been managing US Mid Cap Growth Class since the Fund’s inception in 2002. His career in the investment industry began in 1991 as a Research Associate. Starting in 1995, Phil was at a leading Canadian mutual fund company as a Portfolio Manager on the Canadian equities team. His focus was on bottom-up company analysis, and he co-managed $10 billion in Canadian equities. Phil has a Bachelor’s degree (Mathematics and Computer Science) from the University of Waterloo and an MBA from the Schulich School of Business at York University. He is also a CFA charterholder.

  • Oct 9

    The COVID-19 pandemic has exposed fault lines in many global companies, forcing investors to place an increased focus on finding strong, stable opportunities. Darren McKiernan, SVP, Head of Global Equity & Income Team with Mackenzie Investments helps clients find high-quality companies for long term investments.

  • Mar 26, 2020

    Darren McKiernan

    Darren McKiernan, SVP, CFA - Portfolio Manager, Head of the Mackenzie Global Equity & Income Team

    Darren McKiernan, Senior Vice President, Investment Management, is Head of the Mackenzie Global Equity & Income Team. Darren’s career in the investment industry began in 1995. Prior to joining Mackenzie Investments, he was Vice President and Lead Portfolio Manager of a major global dividend fund at a leading investment management company. Before that, Darren was a co-manager at a global value-based investment firm, where he focused on U.S. equities. Darren has a BComm (Hons.) from the University of Manitoba and is a CFA charterholder.

  • Mar 6, 2020

    Exchange-Traded Funds have exploded in popularity, prompting ETF providers to create a dizzying array of new products. Mackenzie Investments has the experience to help clients with a breadth of cost-effective solutions for portfolio diversification. Michael Cooke is Head of Exchange Traded Funds at Mackenzie Investments.

  • Mar 24, 2020

    Michael Cooke

    Michael Cooke, Head of Exchange-Traded Funds, Mackenzie Investments

    Michael Cooke was appointed Senior Vice President and Head of Exchange Traded Funds for Mackenzie Investments in April 2015. He leads the Mackenzie ETF team and oversees all aspects of the Mackenzie ETF strategy through cross-functional engagement with internal and external partners. Michael has more than 22 years of experience in the investment management industry across institutional and retail markets. He has held progressively senior positions at several leading global asset management and capital markets firms. His key areas of expertise include global ETF business strategy and derivative product structuring/marketing.

  • Oct 6

    Todd Mattina is Mackenzie's chief economist and senior vice-president. He serves as co-lead of the firm’s Multi-Asset Strategies Team. Further, Mr. Mattina is a listed portfolio manager on all Symmetry portfolios for which the Multi-Asset Strategies team is responsible. Mr. Mattina has been instrumental in helping build the firm’s current investment and risk management capabilities and approach.

  • May 15, 2020

    Birds fly past the Marriner S. Eccles Federal Reserve Board building in Washington, D.C. Photographer: Joshua Roberts/Bloomberg
    4:35

    Larry Berman: The moral hazard of government largesse

    As a thoughtful libertarian from the Austrian school of economics I believe government participation in the economy should be minimal; limited to creating an equal playing field for all (not equal outcome) and help set the rules for the pursuit of happiness.

  • Mar 10, 2020

    Interest rates the world over have been stuck at historically low levels in the wake of the financial crisis, making the hunt for yield more difficult for fixed-income investors. Mackenzie Investments’ fixed-income team applies a multifaceted understanding of risk to help clients through their investment decisions. Steve Locke is Head of the Mackenzie Fixed Income Team.

  • Mar 26, 2020

    Steve Locke

    Steve Locke, SVP, MBA, CFA Portfolio Manager, Head of the Mackenzie Fixed Income Team

    Steve Locke, Senior Vice President, Investment Management, is Head of the Mackenzie Fixed Income Team.Steve’s career in the investment industry began in 1995. He joined Howson Tattersall Investment Counsel in 2003, and the company became part of Mackenzie Investments in 2008. Prior to 2003, Steve’s work experience included five years managing insurance, pension, and retail segregated fund portfolios in Canada, as well as several years as a Credit Analyst and Bond Trader. Steve has a BA from York University and an MBA from the Schulich School of Business. He is also a CFA charterholder.

  • Mar 2, 2020

    Climate change and environmental considerations are upending the investment landscape, prompting investors to consider new risks and opportunities when it comes to future-proofing their portfolios. Mackenzie Investments subadvisor Greenchip Financial applies a depth of knowledge to help clients take the environment into consideration when it comes to building their portfolio. John Cook is President of Greenchip Financial.

  • Feb 28, 2020

    John Cook

    John Cook, CIM President & CEO, Greenchip Financial

    John Cook, Senior Vice President, is a Portfolio Manager, responsible for Investor Engagement and Team Co-Lead with the Mackenzie Greenchip Team. John’s career in the investment industry began in 1991. He was President of Greenchip Financial Corp. since it was founded in 2007 and became part of Mackenzie Investments in 2021. Prior to Greenchip, John led corporate development at one of Canada’s largest innovation hubs. He has also held a number of executive positions at Canadian mutual fund companies. John holds a BA from Queen's University and the Chartered Investment Manager (CIM) designation.

 

 

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