Alan’s extensive experience in portfolio management, market research and trading spans over 30 years. Initially working as a portfolio manager and trading consultant in the U.S. he provided hedging strategies for loan portfolios of a major bank; valuation and strategic planning for mergers of small ...
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Alan’s extensive experience in portfolio management, market research and trading spans over 30 years. Initially working as a portfolio manager and trading consultant in the U.S. he provided hedging strategies for loan portfolios of a major bank; valuation and strategic planning for mergers of small private companies; discretionary asset management of futures and options contracts; and he has also provided analysis and market commentary for stock and commodity brokers.
After moving to Canada in 1998, he joined a boutique investment firm in Victoria where he quickly increased the firm’s AUM by 20%. Alan helped initiate two pooled funds in Edmonton that grew from $0 to $30 million AUM in the first year and grew to $350 million. This asset growth was partly due to designing, sponsoring through the investment committee, and executing securities strategies that produced 19% alpha in the first year of operations. As Chief Investment Officer for Quantum Global Financial, Alan is well versed in the needs of institutional clients. His extensive knowledge of market strategy and tactics using statistical computer models has continued to deliver benefits to clients.
Alan's commitment to life long learning has resulted in the acquisition several professional designations. Alan is a CFA Charterholder, a Fellow of the Canadian Securities Institute, a Derivatives Market Specialist, and Canadian Investment Manager.
Specialties: asset allocation, quant analysis, statistics, connecting with the client
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