Canada Life Equity Fund Managers

Robert J. Ritchie, Managing Director & Chief Investment Officer

Master of Business Administration, University of Toronto, Canada
Hons Bachelor of Business Administration, Wilfrid Lauries University, Waterloo, Canada

Rob took over as Chief Investment Officer of Canada Life Limited in September 2008. Prior to that Rob was President of London Capital Management in London, Ontario. In this role he had overall responsibility for portfolio management and business operations and was head of London Capital’s Asset Mix Strategy Team which had responsibility for balanced portfolios. Rob joined London Life in 1990 after four years with a Canadian chartered bank. Rob was appointed President of London Capital Management Ltd in March 1998.

Funds: Multi Asset Managed Funds

Craig Rippe, Head of UK Equities

Mathematics at Warwick University (BSc)
Chartered Accountant (ACA)
Chartered Financial Analyst (CFA)

Craig joined Canada Life in March 2004 and was appointed Head of UK Equities in March 2010. He previously managed income funds at Govett Investment Management Limited in London. Before joining Govett Investment Management Craig qualified as a Chartered Accountant with Deloitte Touche.

Funds: UK Equity & Income Funds

Mike Willans, Head of International Equities

London Business School Portfolio Management Course
Stock Exchange Practice

Mike joined Canada Life in October 1999 and was appointed Head of International Equities in March 2010. Japanese fund manager since 1986, initially for Kleinwort Benson. Five years at Manulife before moving to head the Japanese desk at Lazards in 1995. Moved to NPI before joining Canada Life in 1999.

Funds: Japanese & North American.

Mark Bon, Fund Manager, Europe

Economics and Politics at London University (BA)
Finance and Investment at Exeter University (MA)
MBA Edinburgh University/London Guildhall
Fellow of the Securities Institute (FSI)

Joined Canada Life in March 1998 from Nomura Asset Management where he had been the head of pan European mutual funds. Previous experience includes head of European equities at General Accident and periods at Norwich Union and Lombard Odier.

Funds: European

Paul Jay, Fund Manager, UK & Europe

Economics at Coventry University (BA)
Finance and Investment at Exeter University (MA)
Associate of the UK Society of Investment Professionals (ASIP)
Chartered Financial Analyst (CFA)

Joined Canada Life in March 1998 from Daiwa Asset Management. Previous employment includes Daiwa Asset management, as a European fund manager; JP Morgan Investment Management & a start up company managed by former JP Morgan executives.

Funds: UK Equities and back up on European equities.

Kim Lee, Fund Manager, Far East ex Japan

Management Science at UMIST (University of Manchester Institute of Science & Technology) (BSc)
Computation at UMIST (MSc)
Master of Business Administration at Manchester Business School (MBA)

Joined Canada Life in March 2006. Previously worked in Shell Pensions Management Services Limited, managing Shell’s various pensions in Far East ex-Japan for 18 years. Prior to that worked as a management trainee at Canadian Imperial Bank of Commerce.

Funds: Far East ex Japan

Shritesh Nanji, Fund Manager UK & UK Small Companies

Banking & Finance at Loughborough University (BSc)
Chartered Financial Analyst (CFA)
Member of Association for Inv Mgt & Research (AIMR)

Joined Canada Life in 1999 after University. Worked in the Investment Accounting department then the Middle Office. Joined the UK Equity desk in 2002 and has been managing funds since 2004.

Funds: UK Equity & UK Small Companies

Philip Tran, Central Equity Trader

Business Management at Surrey University (BSc)
Investment Management Certificate (IMC)
Securities Investment Institute Certificate (SII)

Joined Canada Life in November 2006 after graduating from university. Previously fund manager’s assistant for UK Smaller Companies and has since completed a training programme to become central dealer for UK equities. Currently enrolled to study for the CFA qualification.

Funds: UK Equity

Daniel Monks, Portfolio Manager

Mathematics & Economics at York University (BSc)
Investment Management Certificate

Joined Canada Life in September 2007. Previously worked at Mondrian Investment Partners as a performance analyst. Currently on a training program to become a fund manager; studying for CFA qualifications.

Funds: UK Equity

Alex Lee, Portfolio Manager

Economics at the London School of Economics (BSc)
Investment Management Certificate

Joined Canada Life in September 2007 after working at Barclays Capital in FX Options. Currently on a training program, working towards CFA qualifications, with the view of becoming a qualified fund manager.

Funds: Japanese Equity

Andy Reeve, Head of Investment Operations

Fellow of the Institute of Chartered Secretaries (FCIS)
Member of the Chartered Institute for Securities & Investment (MCSI)
Investment Management Certificate

Joined Albany Life in 1976 and has worked at Canada Life since the acquisition of Albany in 1997. Responsible for the Middle Office of Investment Department as well as managing the asset split of the Cautious Managed Fund and the day to day allocation of the Defensive Managed fund. Also responsible for the Money funds.

Funds: Multi Asset Managed Funds

Frank Maret, Head of Investment Marketing & Client Service

Master of Science in Business Administration(MSBA) at San Diego State University, San Diego, CA, USA
Bachelor of Arts (BA), International Business at San Diego State University, San Diego, CA, USA

Frank joined Canada Life in March 2010. He previously held a number of senior roles both in the UK and Europe including Head of Marketing, Europe - Insight Investment, London, Senior Marketing Manager, EMEA - JP Morgan Asset Management, London, and Head of Client Services UK – PanEuroLife in Luxembourg.

Gavin Watson, Client Fund Manager

Honours Psychology at University of Aberdeen (MA)
Associate Chartered Institute of Bankers Scotland (ACIBS)
Investment Management Certificate

Gavin worked for two years with the Royal Bank of Scotland as a graduate trainee before moving to County Natwest for four years. Joined the commercial lending subsidiary of Albany Life in 1989. Appointed manager of Client Management Department for Broker Funds and PPF's at Albany in 1996 before assuming current role with Canada Life in 1998.

Page last updated March, 2010 ID2427