Our investment team possesses research, trading and risk management expertise. Through the use of Northwater’s unique portfolio construction platform and risk management systems, the team is able to combine careful research and a high level of diversification in order to design and implement portfolios that seek to navigate the volatility of any market.
The company’s founder, David is respected at the executive-level of many of the largest pension plans in the world for his adeptness in creating solutions to seemingly intractable investment problems.
Neil holds a Ph.D. in Electrical Engineering and a Master’s in Mathematical Finance. Before joining Northwater in 2006, Neil acquired significant practical experience in financial risk management and quantitative finance at the Royal Bank of Canada. Neil is the architect of the Four Quadrants portfolio, and continues to conduct research for the fund.
Dan has 20 years’ experience in capital markets, including substantial direct experience in trading, transaction management, mandate compliance, and risk management. Before joining Northwater in 1997, Dan was a senior portfolio manager with the Ontario Municipal Employees Retirement System (OMERS). His responsibilities include the development and implementation of new trading and portfolio management strategies.
Kai Wang joined Northwater in 1998. Mr. Wang is a vice president working with the Financial Accounting and Risk Management group of Northwater. His current responsibility includes analysing portfolio performance, developing and maintaining portfolio models, and conducting daily accounting and risk management operations. He holds the designations of Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM).
Ms. Cassidy leads the Finance and Risk Management team which is responsible for all aspects of finance including valuation and financial reporting, taxation and operational risk management and trade settlements as related to Northwater managed or advised portfolios.
Ms. Cassidy holds a Bachelor of Arts (Economics) degree from the University of Western Ontario and a Certificate in Accounting from York University (Toronto, Canada). She has received the designation of Chartered Financial Analyst (CFA) from the CFA Institute and is a member of the Toronto Society of Financial Analysts.
Steve Redmond is Vice President of Information Technology. Mr. Redmond brings over 25 years of computer technology experience to Northwater. Mr. Redmond’s expertise in information technology supports the firm in designing and developing Northwater’s technology infrastructure and process control workflows.